Summary ReportMAY 2016, NEW YORK CITY

Presentations, resources, photos, videos, and a social media summary can be found at cecp.co/summit

Save the Date: 2017 CECP Summit May 23-24

THE CEO FORCE FOR GOOD

“As 5.5 million 16- to 24-year olds in America are not working or in school, think about the urgency we face and the power in this room to do something about it.” BLAIR TAYLOR, CEO, My Brother’s Keeper Alliance

“The best corporations are those that can see themselves as part of the world’s problem-solving ecosystem.” DARREN WALKER, President, Ford Foundation

“We look for ideas from our entire business, as we want to make sure we are inclusive and the entire NBA family is a part of our work in the community.” TODD JACOBSON, Senior VP, Social Responsibility, National Basketball Association

“CECP is heartened by the right-sizing of measurement to focus on outcomes of long-term programs. Companies increased the rate of measurement of at least one program--87% in 2015-- while the percent that measured impact on all programs decreased “ CARMEN PEREZ, Director, Evaluation and Data Insights, CECP

“The new social calculus rests on ethical and positive uses of data. As corporate actors your roles and institutions will be tasked with making data or data analysis available as a resource for good.” LUCY BERNHOLZ, Senior Research Scholar, Stanford University

“We’ve proven a direct linkage between purpose and performance; the purpose-oriented employees of a partner company outperformed their colleagues by every measure including 30% higher rated performance.” ARTHUR WOODS, Co-Founder, Imperative

“Employee engagement is the new CSR; unless and until you do right by your employees, you cannot be looked upon as an authentic purpose-driven, values-based company.” BOB KNOTT, Global Chair, Business + Social Purpose, Edelman

“Don’t underestimate that even CEOs who ‘get it’ need the confidence to ignore the voices screaming in their ears that they need to focus on short-term profitability and not the long term.” JOHN VEIHMEYER, Chairman, KPMG International

“Consumer brands that demonstrate a commitment to sustainability outperform those that do not.” CAROL GSTALDER, Leader, Consumer Insights North America, Nielsen

Social Media Engagement

STUART MCLAUGHLIN @stuartemcl

Could listen to @darrenwalker all day - wise words on approach of @FordFoundation in tackling inequality #CECPSummit

JENNIFER RISI @JenRisi

Individual brands should have their own #CSR identity but ladder up to the parent company’s overarching cause and message. #CECPSummit

DOUG CONANT @DougConant

Was honored to present Lance Chrisman w/ the @CECPtweets Charles H. Moore award today. Learn more: http://cecp.co/events/force-for-good-awards/lance-chrisman-force-for-good-awards.html … #CECPSummit

CHERYL DORSEY @ cheryldorsey

Insightful, important discussion w/ @ShannonSchuyler @ArthurWoods today—let’s keep #purpose talk going! #CECPSummit

ELIZABETH LIPSCOMB @EALipscomb

“CR can’t just be something we do, it has to be part of who we are” Todd Jacobson @MBK_Alliance @nbacares #CECPSummit

public-private good competitiveadvantage

reputationINTEGR ATION

data donation

outperform

CORPORATESOCIAL OPPORTUNITY

SOCIALLY RESPONSIBLE INVESTORS

brandENTREPRENEUR

BUSINESS SOLUTION

MATERIALITY

ESG

The annual CECP Summit is an experience that brings together more than 250 corporate leaders from the world’s largest companies who drive societal investment strategies. Speakers and fellow attendees engage and learn together, offering powerful insights on trends, partnerships, and the business case to advance companies’ role as a force for good in society.

2016 CECP Summit: The New Competitive Advantage

Select 2016 Summit Live Polling Results:

89% SOCIETAL ENGAGEMENT IS CREATING A COMPETITIVE ADVANTAGE AT COMPANY. 90% HAVE CEO BUY-IN FOR

CORPORATE CITIZENSHIP PROGRAM.

Investors: Companies shared information on societal commitments with new stakeholders in 2015 as an indicator of business strength; 56% of companies reported environmental, social, and governance (ESG) information to investors or the company’s investor relations department.

Elevation of the Role: As companies saw the bottom-line benefits from community involvement efforts, those teams expanded. The number of full-time team employees rose 3% from 2013 to 2015, while total number of employees dropped 2%, demonstrating resiliency.

Measurement: Measuring outcomes became a more widespread practice. Demonstrating impact and transparency is critical for companies, and as such 87% of companies measured social outcomes and/or impacts of at least one grant in 2015, up from 79% in 2013. Most commonly, they focused outcomes measurement on strategic programs.

Source: 2016 Giving in Numbers Survey, Company reported 2015 data. For more information, please visit cecp.co/brief.

As the field evolves, so does CECP’s research. The Good BEYOND Giving pilot is underway, for which we invite you to share your company’s examples of leveraging more of the firm for societal benefit. The objective of the research is to test new categories and definitions of these innovations to capture, report, and benchmark on more activities that make companies a force for good. Contact Laura Galindo for more information, lgalindo@cecp.co.

Congratulations to the 2016 Charles H. Moore Award honoree Lance Chrisman, Executive Director, Anthem Foundation. “Social responsibility is everyone’s responsibility.” These are the words Lance Chrisman is best known for among everyone he engages with – whether that is the CEO and Board of Directors, peers, nonprofit partners, or the company’s 47,500 associates. Under Lance’s direction, the Anthem Foundation has donated more than $160 million to create a healthier generation of Americans.

To nominate a senior corporate giving professional for the 2017 Charles H. Moore Award, please visit cecp.co/ffg.

Force for Good Award

CECP is a coalition of CEOs united in the belief that societal improvement is an essential measure of business performance.

2016 Giving in Numbers Survey, Company reported 2015 data

CECP Research

Pictured above left to right: Lance Chrisman, Executive Director, Anthem Foundation & Community Relations, Anthem, Inc. and Doug Conant, Founder and CEO, ConantLeadership; Former CEO, Campbell Soup Company

VOLUNTEERING

31%Average corporate-volunteer participation rate

50%Top quartile

corporate-volunteerparticipation rate

56%Companies with

paid-release-timevolunteer programs

146Companies

Total revenue

$14.9 billion Societal investment

4 millionHours of employee engagement

$4.3+ trillion

Audience ProfileSenior corporate societal engagement professionals from the world’s largest companies

Convening Sponsors

Attending Companies3MAbbottAEGAlcoa Inc.Allstate CorporationAltria Group, Inc.American ExpressAmerican International Group, Inc.Anthem, Inc.AOL Inc.Applied Materials, Inc.AstraZenecaAT&T Inc.Avon Products, Inc.AXA USBank of America CorporationBarclaysBBVABDBest Buy Co., Inc.Bloomberg L.P.BNY MellonBristol-Myers Squibb CompanyBroadridge Financial Solutions, Inc.CA TechnologiesCampbell Soup CompanyCapital One Financial CorporationCarlsonCenterPoint Energy, Inc.CIGNACisco SystemsCITGO Petroleum CorporationCitigroup Inc.Citizens BankCoach, Inc.Colgate-Palmolive CompanyComcast Corporation

ComunitasConsolidated Edison, Inc.Constellation Brands, Inc.Coty Inc.Credit SuisseCSAA Insurance Group, a AAA

InsurerDarden Restaurants, Inc.Dell Inc.Deutsche BankDiscovery EducationDISH NetworkDollar GeneralDuPontEdelmanEmerson Electric Co.Entergy CorporationThe Estée Lauder Companies Inc.Exelon CorporationGap Inc.General Electric CompanyGeneral Mills, Inc.General Motors CompanyThe Goldman Sachs Group, Inc.Google Inc.GSKThe Guardian Life Insurance

Company of AmericaHARMAN International IndustriesThe HartfordHasbro, Inc.Heidrick & Struggles International,

Inc.Hess CorporationThe Honest Company, Inc.Honeywell International Inc.HSBC Bank USA

IBM CorporationJM Family Enterprises, Inc.Johnson & JohnsonJPMorgan Chase & Co.Kimberly-Clark CorporationKPMG LLPLand O’Lakes, Inc.Legg Mason, Inc.Macquarie GroupMarsh & McLennan Companies,

Inc.MasterCardMcKinsey & CompanyMerck &Co., Inc. Kenilworth, NJ,

USAMGM Resorts InternationalMitsubishi Corporation (Americas)Moody’s CorporationNational Basketball AssociationNew York Life Insurance CompanyNewman’s OwnNielsen Holdings plcNorthwestern MutualNYSEOgilvy & MatherPearson plcPepsiCoPhillips 66Pitney Bowes Inc.The PNC Financial Services Group,

Inc.Praxair, Inc.PricewaterhouseCoopers LLPPrudential Financial, Inc.Public Service Enterprise Group

IncorporatedQualcomm Incorporated

Quest Diagnostics IncorporatedRoshan Telecom Development

Company of Afghanistan Corp.S&P Global Inc.SanofiSiemens CorporationSouthwest Airlines Co.Southwire CompanyStarwood Hotels & Resorts

Worldwide, Inc.State Farm Mutual Automobile

Insurance CompanySynchrony FinancialT. Rowe Price Group, Inc.TargetTata Consultancy ServicesTime Warner Inc.Toys“R”Us, Inc.The Travelers Companies, Inc.UBSUnilever PLCUnited Technologies CorporationUPSUSAAVenture for AmericaViacom Inc.Voya Financial, Inc.Wal-Mart Stores, Inc.The Walt Disney CompanyWeber ShandwickWells Fargo & CompanyWhite & Case LLPXerox CorporationYahoo! Inc.Zurich Insurance Group

CECP thanks its Convening Sponsors for their generous support of the 2016 CECP Summit.

CECP would like to thank the technology companies that demonstrated their capabilities at our Technology Partner Exhibit: Benevity; Good Done Great; CyberGrants; MicroEdge, a division of Blackbaud; and Versaic. See cecp.co/summit for technology partner resources. CECP would also like to thank The Rise Group for its inspirational Summit workshop sessions.

Pictured above: Technology Partner Exhibit

Summit Agenda Highlights MONDAY, MAY 23, 2016

Welcome Reception

TUESDAY, MAY 24, 2016

Networking Breakfast: Tables by Industry

Working Breakfast: Financial Inclusion and Education• Davis Abraham, Leader, Global Philanthropy, MasterCard

Opening Remarks: The New Competitive Advantage• Daryl Brewster, CEO, CECP

MORNING KEYNOTE:

The Issues We Face: Overhauling Strategy for a More Equitable World• Darren Walker, President, Ford Foundation • Sarah Murray, Journalist, Financial Times, The Economist

The Business Imperative • Bob Knott, Global Chair, Business + Social Purpose,

Edelman • Carol Gstalder, Leader, Consumer Insights North America,

Nielsen• Curtis Ravenel, Global Head, Sustainable Business &

Finance Group, Bloomberg LP

BREAKOUT SESSIONS:

Simplifying Strategy: Getting it Right for Your Business• Greg Hills, Managing Director, FSG• Mary Jane Melendez, Executive Director, General Mills

Foundation

The People Advantage: Designing for Impact through Skills-Based Volunteering• Rachael Chong, Founder and CEO, Catchafire• Tara Cardone, Head of Employee Engagement &

Volunteerism, Global Philanthropy, JPMorgan Chase & Co. • Doreen Robert, Corporate Responsibility Leader,

Merck & Co., Inc. • Alexandra Tuck, Vice President, Corporate Social

Responsibility & Viacommunity Brand Solutions, Viacom

Your Critical Role in the Business • Laura Gallagher, Global Head of Corporate Citizenship,

AIG• Amanda Gardiner, Vice President, Sustainability & Social

Innovation, Pearson • Deborah Goldfarb, Managing Director, Head of Global

Community Investment, Barclays• Timothy McClimon, President, American Express

Foundation, and Senior Vice President for Corporate Social Responsibility, American Express

Networking Lunch: Tables by Giving Focus Area

Workforce Readiness through the Arts• Members of the Manhattan Theatre Club (MTC)

LUNCHEON KEYNOTE:

Big Influence, Big Responsibility: When Brands We Love Drive Societal Impact• Blair Taylor, CEO, My Brother’s Keeper Alliance, Former

Chief Community Officer, Starbucks Coffee Company• Todd Jacobson, Senior Vice President, Social

Responsibility, National Basketball Association• Bob Lanier, Hall of Fame legend and NBA Cares

Ambassador, National Basketball Association• Ruth Riley, WNBA General Manager, Player, and WNBA

Cares Ambassador, National Basketball Association• David Shapiro, CEO, MENTOR: The National Mentoring

Partnership

CECP Trends: Giving in Numbers Preview• Tim Youmans, Director of Research, Strategic Investor

Initiative, CECP• Carmen Perez, Director, Evaluation & Data Insights, CECP

BREAKOUT SESSIONS:

Whose CSR Report Is It Anyway? Making the Right Choices for Your Business • Kristina Kloberdanz, Corporate Responsibility Leader,

IBM Corporation• Niki King, Senior Manager, CSR Program Office,

Campbell Soup Company• Shaun Mickus, Executive Director, Corporate Citizenship

& Community Relations, Johnson & Johnson

Making the Case: Using CECP Data and Insights to Advance your Initiatives• Jinny Jeong, Senior Associate, Evaluation &

Data Insights, CECP • André Solórzano, Manager, Data Insights, CECP

The Technology Puzzle: Managing Employee and Grants Data• Martin Schneiderman, President, Information Age

Associates

BREAKOUT SESSIONS:

Building Markets Through Good• Carol Cone, CEO, Carol Cone ON PURPOSE• Jenny Lewis, Vice President, Kimberly-Clark Foundation• Kara Valikai, Senior Manager, Women’s Economic

Empowerment Initiative, Walmart

Global Business, Global Good• Carmen Perez, Director, Evaluation & Data Insights, CECP• Patricia Loyola, Director of Communications and

Management, Comunitas• Ana Blanco, Head, Reporting, United Nations Global

Compact• Ole Lund Hansen, Chief, Business of Tomorrow,

United Nations Global Compact

Risk, Innovation, and Entrepreneurship: Societal Solutions Through a Startup Lens• Premal Shah, President, Kiva.org• Joanne Kugler, Global Operations, General Electric

Company• Andrew Yang, Founder and CEO, Venture for America

CECP Summit Cocktail Networking Reception

WEDNESDAY, MAY 25, 2016

Networking Breakfast: Tables by Strategic Issue

Working Breakfast: At-Risk Youth Engagement• Sarah Steinberg, Vice President, Global Philanthropy,

JPMorgan Chase

TECHNOLOGY VENDOR EXHIBIT

Welcome Remarks: CECP Strategic Initiatives • Courtney Murphy, Director, Strategic Initiatives, CECP• Mark Tulay, Director, Strategic Investor Initiative, CECP

MORNING KEYNOTE:

Competing for the Long Run: Leadership Insights• Doug Conant, Founder and CEO, ConantLeadership;

Former CEO, Campbell Soup Company• Tom Ridge, Chairman, Ridge Global• John Veihmeyer, Chairman, KPMG International

The Digital Age: Insights and Implications for the Sector• Lucy Bernholz, Senior Research Scholar,

Stanford University

Global Goals: Moving Ahead, Together• Kathy Calvin, President and Chief Executive Officer,

United Nations Foundation

The Science Behind the Art of Grantmaking; Presentation of the 2016 Charles H. Moore Award • Lance Chrisman, Executive Director, Anthem Foundation

BREAKOUT SESSIONS:

Ask the Experts: Insider Tips for Elevating your CSR Communications• Susan McPherson, Founder and CEO, McPherson

Strategies• Victoria Baxter, Senior Vice President, Weber Shandwick• Alison DaSilva, Executive Vice President, Corporate

Responsibility Research & Insights, Cone Communications• Maureen Golga, Executive Vice President, Weber

Shandwick• Michael Holland, Executive Vice President, Public Affairs,

Edelman • Bob Knott, Global Chair, Business + Social Purpose,

Edelman• Lisa Manley, Executive Vice President, Cone

Communications• Jennifer Risi, Managing Director, Ogilvy Media Influence• Tony Silva, Executive Vice President, Group Director,

Social Change, Ogilvy Public Relations

Investing with Purpose: Deploying Corporate Capital for Good• Courtney Murphy, Director, Strategic Initiatives, CECP• Anthony Berkley, Vice President, Strategy & Impact,

Prudential • Kim Fremont Fortunato, Director, Community Affairs

and President, Campbell Soup Foundation, Campbell Soup Company

• Ron Gonen, Co-Founder and Managing Director, Closed Loop Partners

• Shainoor Khoja, Managing Director, Roshan Community, Roshan

Measuring Business Value: Human Capital and More• David Evetts, Director, Corporate Responsibility, USAA• Steve Rochlin, Co-CEO and Co -Founder,

IO Sustainability LLC

Networking Lunch: Tables by Reporting StructureUncommon Connections• The Rise Group

CLOSING KEYNOTE:

The Purpose-Driven Workforce • Shannon Schuyler, Principal, Chief Purpose Officer and

Corporate Responsibility Leader, PwC U.S. • Cheryl Dorsey, President, Echoing Green• Arthur Woods, Co-Founder, Imperative

The New Competitive Advantage: Looking Ahead • Sara Adams, Senior Director, Communications &

Marketing, CECP• Barb Short, Managing Director, Strategic & Corporate

Engagement, CECP

BREAKOUT SESSIONS

Presenting with a Punch: Making your Message Stick• The Rise Group

CECP Office Hours and Peer Connections

cecp.co

CECPDaryl Brewster, CEO5 Hanover Square Suite 2102New York, NY 10004212-825-1000info@cecp.co

Pictured on cover: 2016 Summit participants