Summary ReportMAY 2015, NEW YORK CITY

Presentations, resources, photos, and videos can be found at cecp.co

Save the DateCECP Summit: May 24-25, 2016 THE CEO FORCE

FOR GOOD

“Corporate America is one of the most powerful ways to help change the way we see diversity.” DR. JOHNNETTA B. COLE, President Emerita, Spelman College and Bennett College for Women

“Practice courageous integrity; create a safe environment where people can speak up when they see something that isn’t right and feel a sense of ownership to do the right thing.” PATRICK BURKE, President and CEO, HSBC USA

DEFINE CITIZENSHIP THROUGH SERVICE

LEAD BY MEETING GLOBAL CHALLENGES WITH LOCALIZED INTEGRITY

BE MINDFUL

BE INSPIRED

CHANGE OPPORTUNITY “Pay attention on purpose; from the far end of the supply chain to the C-Suite, we need to be right here, right now.” DAVID GELLES, Author and Reporter, The New York Times

“Diversity is not a program, but good, fair practice.” ANNE M. MULCAHY, Former Chairman and CEO, Xerox Corporation

“Focus on employee engagement first; your story will come from people’s experiences on the ground.” MARA SOVEY, President, John Deere Foundation; Director, Global Citizenship, John Deere

“Connect to what matters through your own personal breakthroughs.” CAROLYN MILES, President and CEO, Save the Children

“Service creates opportunities to become connected, invested, and responsible leaders.” GEN (RET) STAN MCCHRYSTAL, Chair, The Franklin Project

“Being part of a company doing good creates a sense of pride and purpose among employees, which they want to share widely.” NANDIKA MADGAVKAR, Assistant Vice President, Corporate Responsibility, MetLife, Inc.

Social Media Engagement

SHANNON SCHUYLER @ShannonSchuyler May 20

Inspired by leadership on my #CECPSummit panel: @deirdrewhite of @PYXERAGlobal, @MaraSovey of @JohnDeere & Sue Norton of @PepsiCo - thanks!

KELLI WELLS @KelliLWells May 19

Dr. Johnnetta Cole, Pres Emerita Spelman College discussing breakthrough thinking on diversity & leadership @CECPSummit @CECPTweets

JEN CROZIER @jencrozier May 20

@carolynsave & @SavetheChildren exemplify clarity of mission & fast progress on scaling results. Inspired at #CECPSummit

EDELMAN PURPOSE @EdelmanPurpose May 20

"#Employees are the most important stakeholder group impacting corporate community #investment decisions" #CECPSummit

MICHELE GLAZE @Michele_Glaze May 20

We need to change the idea of citizenship - it’s learned through a sense of responsibility gained by service - @StanMcChrystal #CECPSummit

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.

2015 CECP Summit: Engage

diversity

optimismENGAGE

purpose

CHALLENGES

IMPACT

leadership

SERVICE

COURAGE

integrityMINDFULNESS

OPPORTUNITY

CITIZENSHIP$4.7+ trillion

9 out of 10 65%

Audience Profile

12Percentage of attendees who were the most senior giving professional at their company

Industries represented

33%

Percentage of attendees who are seeing companies publicly leveraging their purpose and witnessing these companies perform better (live attendee polling)

Total revenue

Attendees who reported that companies are carrying out additional societal engagement not currently counted by Total Giving as reported by Giving in Numbers (live attendee polling)

$14 billion Total giving

Senior corporate societal engagement professionals from the world’s largest companies

Giving in Numbers DataFirst released at the CECP Summit:

56% of companies increased total giving from 2012 to 2014, utilizing their core business to invest in communities. While there were increases for a majority of companies on an individual basis, giving rates largely stabilized across the sector in the same period.

85% of companies measured the impact of their community programs and companies that measured results also showed an 18% jump in giving. These companies increased total giving as a percentage of revenue from 0.11% to 0.13%.

Companies that increased giving by 10% or more saw a 14% median growth rate in pre-tax profits in that same period; companies with the strongest business performance increased giving by the highest rates. These findings demonstrate a mutually reinforcing relationship.

For more information, please visit cecp.co/brief

Chairman’s Award: PepsiCo Accepted by Indra K. Nooyi at the 2015 Board of Boards in February

President’s Award: PwC US Accepted by Robert E. Moritz at the 2015 Board of Boards in February

Directors’ Award: PYXERA Global in collaboration with The John Deere Foundation Accepted by Deirdre White at the 2015 CECP Summit

Congratulations to the 2015 FORCE FOR GOOD Honor Recipient! The Charles H. Moore Award for Leadership in Corporate Community Engagement: Vivian R. Pickard, President, General Motors Foundation and Director, Corporate Relations, General Motors Company Presented at the 2015 CECP Summit

For more information, please visit cecp.co/events/excellence-awards/winners

Congratulations to the 15th Annual Excellence Award recipients!

Above, left to right: Shannon Schuyler, PwC

US; Deirdre White, PYXERA Global; Mara Sovey, John

Deere Foundation; and Sue Norton, PepsiCo.

Right, top to bottom: PepsiCo’s Partnership for

Safe Water Access, PwC’s Earn Your Future, PYXERA

Global in collaboration with The John Deere

Foundation’s JIVA.

14%

Pre-Tax Profit Growth RateMedian

9%

Revenue Growth RateMedian

8%

1%Fina

ncia

l Per

form

ance

Increased Total Giving by 10%+

All Other Companies

Giving Growth

Companies that increased giving the most produced stronger financial performance, 2012 to 2014.

Convening Sponsors

CECP would also like to thank The Rise Group for its inspirational Summit workshop session.

3MAdobeAetna Inc.Alcoa Inc.Allstate CorporationAltria Group, Inc.American ExpressAmerican International Group, Inc.Ameriprise Financial, Inc.AOL Inc.Applied Materials, Inc.AT&T Inc.Avon Products, Inc.AXA EquitableBAE Systems, Inc.BarclaysBayer AGBBVABDBest Buy Co., Inc.BNY MellonBroadridge Financial Solutions, Inc.Campbell Soup CompanyCapital One Financial CorporationCarlsonCenterPoint Energy, Inc.CIGNACITGO Petroleum CorporationCitigroup Inc.Citizens BankCoach, Inc.Colgate-Palmolive CompanyConsolidated Edison, Inc.Coty Inc.Credit SuisseCSAA Insurance Group

CVS HealthDarden Restaurants, Inc.Dell Inc.Deloitte Touche Tohmatsu

LimitedDeutsche BankDiscovery Communications, Inc.Dominion Resources, Inc.The Dow Chemical CompanyEcolab Inc.EdelmanEmerson Electric Co.Entergy CorporationThe Estée Lauder Companies Inc.Exelon CorporationFedEx CorporationGeneral Electric CompanyGeneral Mills, Inc.General Motors CompanyThe Goldman Sachs Group, Inc.Google Inc.GSKThe Guardian Life Insurance

Company of AmericaHARMANThe HartfordHoneywell International Inc.HSBC Bank USAHumana Inc.IBM CorporationInfosys LimitedIntel CorporationInterpublic GroupJ. C. Penney Company, Inc.JM Family Enterprises, Inc.John Deere

Johnson & JohnsonJPMorgan Chase & Co.KPMG LLPLand O’Lakes, Inc.Levi Strauss & Co.Macquarie GroupMacy’s, Inc.Marsh & McLennan

Companies, Inc.MasterCardMcDonald’s CorporationMetLife, Inc.MGM Resorts InternationalMicrosoft CorporationMitsubishi Corporation (Americas)Moody’s CorporationMorgan StanleyThe Mosaic CompanyNew York Life Insurance CompanyNewman’s OwnThe Nielsen CompanyPearson plcPepsiCoPfizer IncPG&E CorporationPhillips 66PIMCOPitney Bowes Inc.Praxair, Inc.PricewaterhouseCoopers LLPPrudential Financial, Inc.Public Service Enterprise Group

IncorporatedQuest Diagnostics IncorporatedRoshan Telecom Development

Company of Afghanistan Corp.

Royal Bank of CanadaSamsung Electronics America, Inc.SanofiSempra EnergySiemens CorporationStarwood Hotels & Resorts

Worldwide, Inc.State Farm Mutual Automobile

Insurance CompanyTargetTata Consultancy ServicesTime Warner Inc.Toshiba America, Inc.Toyota Motor North America, Inc.Toys“R”Us, Inc. The Travelers Companies, Inc.UBSUnder Armour, Inc.UnitedHealth GroupUnited Technologies CorporationUPSUSAAVanguardVerizon Communications Inc.Visa Inc.Votorantim GroupVoya Financial, Inc.Wal-Mart Stores, Inc.The Walt Disney CompanyWells Fargo & CompanyThe Western Union CompanyWhite & Case LLPXerox CorporationZurich Insurance Group

Attending Companies

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

CECP thanks its Convening Sponsors for their generous support of the 2015 CECP Summit.

THE CEO FORCE FOR GOOD

5 Hanover Square Suite 2102New York, NY 10004212-825-1000cecp.co

MONDAY, MAY 18, 2015

Welcome Reception

TUESDAY, MAY 19, 2015

Networking Breakfast: Department Structure

Opening Remarks: “Engage”

• Daryl Brewster, CEO, CECP; Sara Adams, Director, Communications and Marketing, CECP; Courtney Murphy, Director, Strategic Engagement, CECP; Carmen Perez, Director, Evaluation and Data Insights, CECP

PRESENTATION OF THE CHARLES H. MOORE AWARD FOR LEADERSHIP IN CORPORATE COMMUNITY ENGAGEMENT:

Purpose through Perseverance

• Vivian R. Pickard, President, General Motors Foundation; Director, Corporate Relations, General Motors Company

KEYNOTE:

The Intersection of Leadership and Diversity

• Dr. Johnnetta B. Cole, President Emerita, Spelman College and Bennett College for Women; Vivian R. Pickard, President, General Motors Foundation; Director, Corporate Relations, General Motors Company

Mindful Work

• David Gelles, Author and Reporter, The New York Times

BREAKOUT SESSIONS:

A Trends Perspective: How Technology, Data, and Feedback are Informing Innovation

• Douglas Sabo, Vice President, Head of Corporate Philanthropy and Responsibility, Visa Inc.; James Powell, U-Report Global Strategist and Coordinator, Global Innovation Centre, UNICEF; Kim Syman, Managing Partner, New Profit Inc.; Dennis Whittle, Co-Founder and Director, Feedback Labs

Scaling Employee Engagement: Putting Peer Learnings into Practice

• Greg Baldwin, President, VolunteerMatch; Deb Bauer, Director, Dell Strategic Giving and Community Engagement, Dell Inc.; Anne Gross, Director, Corporate Responsibility, KPMG LLP; Nandika Madgavkar, Assistant Vice President, Corporate Responsibility, MetLife, Inc.

Networking Lunch: Measurement and Evaluation

Making the Business Case: Trends in Corporate Societal Investment

• Carmen Perez, Director, Evaluation and Data Insights, CECP

LEADERSHIP PLENARY:

CEO Conversations: Leading with Integrity

• Diane Brady, Interviewer, Author, and Former Senior Editor and Content Chief, Bloomberg Businessweek; Patrick Burke, President and CEO, HSBC USA; Anne M. Mulcahy, Former Chairman and CEO, Xerox Corporation

BREAKOUT SESSIONS:

Amplifying Social Change through Policy and Advocacy

• Christine Bader, Author, The Evolution of a Corporate Idealist: When Girl Meets Oil; Advisor, BSR; Luis Arteaga, Senior Program Manager for the United States, Levi Strauss Foundation, Levi Strauss & Co.; Julia Coffman, Director and Founder, Center for Evaluation Innovation; Joan K. Woodward, President, The Travelers Institute; Executive Vice President of Public Policy, The Travelers Companies, Inc.

Setting the Bar High: Advancing Evaluation Together

• Carmen Perez, Director, Evaluation and Data Insights, CECP; Laura Herman, Managing Director, FSG, Inc.; Sara Link, Head of Corporate Citizenship and President, AOL Charitable Foundation, AOL Inc.; Mark Muckerheide, Sr. Group Manager, Community Relations, Target

CELEBRATION OF THE 2015 EXCELLENCE AWARD WINNERS:

Messaging Matters: Developing a Winning Narrative for Your Program

• Sheryl WuDunn, Co-Founder, FullSky Capital and Author, A Path Appears; Sue Norton, Vice President of Global Citizenship and Sustainability; Vice President PepsiCo Foundation, PepsiCo; Shannon Schuyler, Principal, Corporate Responsibility Leader; President, PwC Foundation, PricewaterhouseCoopers LLP; Mara Sovey, President, John Deere Foundation; Director, Global Citizenship, John Deere; Deirdre White, CEO, PYXERA Global

Excellence Awards Reception

WEDNESDAY, MAY 20, 2015

Networking Breakfast: Employee Engagement Programs

Opening Remarks: “Engage”

• Daryl Brewster, CEO, CECP

KEYNOTE:

Inspiring Breakthroughs: A Global Approach to Engagement

• Carolyn Miles, President and CEO, Save the Children

Making the Business Case: Evolution of Employee Engagement

• Jinny Jeong, Evaluation and Data Insights Associate, CECP

Musical Connections

• Sarah Johnson, Director, Weill Music Institute, Carnegie Hall; vocalists Jean Rohe; Sarah Elizabeth Charles, and Meshach Merrills; with music performed by Gilad Hekselman, Matt Aronoff, and James Shipp of Nós Novo

BREAKOUT SESSIONS:

Internal Alignment: Leveraging Corporate Societal Investments Across the Business

• Jennifer Crozier, Vice President, Global Citizenship Initiatives, IBM Corporation; Shelly Espinosa, Vice President, Grants and Programs, United Health Foundation; Angela Peluso, Director, CSR Reputation, Verizon Communications Inc.; Kimberly F. Price, Vice President, 3Mgives and 3M Foundation, 3M

Measuring Impacts: Social Sector Perspectives and Funder Implications

• Margaret Coady, Executive Director of Corporate Social Responsibility and The Coach Foundation, Coach, Inc.; Dr. Gretchen Biesecker, Vice President of Evaluation, City Year, Inc.; Tony Fujs, Director of Learning and Evaluation, Latin American Youth Center; Mary Winkler, Senior Research Associate, Urban Institute

Networking Lunch: Corporate Giving Focus Area

NextGen Service: A Movement with Momentum

• Derrick Feldmann, President, Achieve; Wendy Kopp, CEO and Co-Founder, Teach for All; Gen (Ret) Stan McChrystal, Chair, The Franklin Project; Lisa Garcia Quiroz, Senior Vice President, Chief Diversity Officer and President of the Time Warner Foundation, Time Warner Inc.

Reflecting on “Engage”

• Courtney Murphy, Director, Strategic Engagement, CECP

WORKSHOPS:

Everyday Innovation: From Ideas to Impact

• Kim Massey, Partner, The Rise Group; Gareth Miles, Partner, The Rise Group

Spotlight on STEM: A Roundtable Discussion

• Talia Milgrom-Elcott, Executive Director and Co-Founder, 100Kin10

• Courtney Murphy, Director, Strategic Engagement, CECP

Summit Agenda Highlights

LEAD BY MEETING GLOBAL CHALLENGES WITH LOCALIZED INTEGRITY

Pictured right, clockwise from top left: Sara Adams, Carmen Perez,

Courtney Murphy, CECP; Matthew Nelson, New York Life Insurance

Company; Jean Rohe, Sarah Elizabeth Charles, and Meshach Merrills, Musical

Connections; group discussion.

Pictured on cover, left to right: Vivian R. Pickard, General Motors Company;

Dr. Johnnetta B. Cole, President Emerita, Spelman College and Bennett College for

Women; The Rise Group Workshop: Everyday Innovation; Wendy Kopp, Teach for All;

Gen (Ret) Stan McChrystal, The Franklin Project; Lisa Garcia Quiroz, Time Warner Inc.