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1 We are looking forward to seeing you at ACCP Conference 2020, March 8-11 in Orlando. We have an exciting lineup of Learning Lab sessions for you to choose from this year. Based on feedback from evaluations over the past several years, there will be no pre-conference sign-ups for Learning Labs. This gives you the flexibility to make real-time decisions on which sessions make the most sense based on current needs and events within your organization. This document will help you determine which sessions you would like to attend. Please feel free to print this document or save it to your mobile device to use as a reference. When you get to Conference, your nametag will serve as your program and will have the session titles, times, and locations. Our Conference app will also have that information, as well as the session descriptions that are included here. You can use this document in two ways: First, we have the information organized by time block. You can see which sessions are happening at the same time and consider which you would like to attend. Second, we have aligned each session topic to The Corporate Citizenship Guide. If you are looking for sessions around specific topics, head there to check it out. Our 2020 conference promises to be a time of great learning, meaningful connections, and lots of fun. See you in Orlando! Orlando, FL | March 8–11 CONFERENCE 2020 ACCP #ACCP2020 A Closer Look

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Page 1: ACCP files/2020... · Employee Experience • Employee Engagement • Employee Service & Volunteerism • Employee Giving “Ask Me Anything”: Legal Advice on Employee Assistance

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We are looking forward to seeing you at ACCP Conference 2020, March 8-11 in Orlando. We have an exciting lineup of Learning Lab sessions for you to choose from this year.

Based on feedback from evaluations over the past several years, there will be no pre-conference sign-ups for Learning Labs. This gives you the flexibility to make real-time decisions on which sessions make the most sense based on current needs and events within your organization.

This document will help you determine which sessions you would like to attend. Please feel free to print this document or save it to your mobile device to use as a reference. When you get to Conference, your nametag will serve as your program and will have the session titles, times, and locations. Our Conference app will also have that information, as well as the session descriptions that are included here.

You can use this document in two ways:• First, we have the information organized by time block. You can see which sessions are

happening at the same time and consider which you would like to attend.• Second, we have aligned each session topic to The Corporate Citizenship Guide. If you are

looking for sessions around specific topics, head there to check it out.

Our 2020 conference promises to be a time of great learning, meaningful connections, and lots of fun. See you in Orlando!

Orlando, FL | March 8–11CONFERENCE 2020

ACCP

#ACCP2020

A Closer Look

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Schedule at a Glance *Subject to change

Wednesday March 117:15-8:15am Breakfast8:30-9:30am General Session: The onePULSE Panel - Coming Together After Tragedy9:45-10:45am Learning Labs (pages 19 & 20)11:00am-12:00pm General Session: Enoughness with Cristina Mittermeier12:00pm Conference Close

6:45-7:45am Morning Wellness Groups7:15-8:15am Breakfast8:30-9:15am General Session: Decolonizing Wealth with Edgar Villanueva9:30-10:30am Learning Labs (pages 13 & 14)10:30-11:15am Networking Break11:15am-12:15pm Learning Labs (pages 15 & 16)12:30-1:30pm Lunch1:45-2:45pm Plenary Session option 1: Coupling Corporate Social & Environmental Strategies: Smashing the Silos of Societal Impact 1:45-2:45pm Plenary Session option 2: Making an Impact & Proving It 2:45-3:30pm Networking Break3:30-4:30pm Learning Labs (pages 17 & 18)4:45-5:45pm ACCP Communities Design Thinking (members only)6:00pm Evening On Own

Tuesday, March 10

6:45-7:45am Morning Wellness Groups7:15-8:15am Breakfast8:30-10:30am General Session: A Fireside Chat with Jean Case10:30-11:15am Networking Break11:15am-12:15pm Learning Labs (pages 9 & 10)12:30-1:30pm Purpose Awards Luncheon1:45-2:45pm Learning Labs (pages 11 & 12)2:45-3:30pm Networking Break3:30-4:45pm General Session: The Power of Catalytic Thinking with Hildy Gottlieb5:15-6:15pm Reception and Charity Activity6:15-10:00pm A Night at the Theatre with ACCP

Monday, March 9

12:00-8:00pm Registration Desk Open4:30-5:30pm Newcomer’s Reception5:30-8:00pm A Floridian Night Welcome Event

Sunday, March 8

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Deepening Impact in Communities Through Shared ValuesJennifer Flynn Dear, KPMG

Corporate Philanthropy: What Are the Options?Robert Waldman, Venable

Building Resiliency & Preparedness in Employees, Businesses, & CommunitiesDavida Rivens, E4E Relief; Robin White, Global Resilience Institute

Leveraging CSR to Impact the Bottom LineRenuka Gadde, BD; Maggie Kohn, Maggie Kohn Consulting; Thu Thien Do, Novartis

Collaborating Across Philanthropy: Increasing Impact Through PartnershipsMark Brewer, Central Florida Foundation; David McGhee, Skillman Foundation; Lindsay Mason, Council on Foundations; John Brothers, T. Rowe Price

TITLERich Maiore, Rocket Social Impact

Learning Lab Timeblocks

Monday March 9, 11:15am-12:15pmPages 9 & 10

Monday March 9, 1:45pm-2:45pmPages 11 & 12

The Seven Secret Ingredients in a Healthy CSR CultureJill Vitiello, Vitiello Communications Group

Creativity & Authenticity in Problem-Solving & Corporate CommunicationsJameelah Nuriddin, Advancing Women Executives

Influencers’ Series with the Purpose Award Winners

“Ask Me Anything”: Legal Advice on Employee Assistance FundsKevin Roe, Simpson, Thacher & Bartlett LLP

Superheroes, HAPPYness, & Employee Engagement Through VolunteerismWill Kauffman & Sara Reed, Sage Foundation

Mergers & Acquisitions Impact on CSRRich Maiore, Rocket Social Impact

Giving Globally: How to Effectively, Compliantly, & Responsibly Manage Cross-Border GivingChristine Fontana, Edwards Lifesciences; Jessie Krafft, CAF America

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Learning Lab Timeblocks

Cracking the Code of Influencing Upwards & Gaining Buy-InKathy Miller Perkins, Miller Consultants

A Conversation with Edgar VillanuevaModerated by Laura Coy, William Blair

Forging Strong Partnerships Between Corporations & Nonprofits: Both Internally & ExternallyKellie Duhon, Blue Cross Blue Shield of Louisiana; Jennifer Maggio, The Life of a Single Mom

Shared Value Generation: How to Align CSR Strategy with Business InterestsAnnie Duong-Turner, John Hancock

How to Test, Learn & Scale: Crafting Innovative Program ModelsNikki Korn, Cause Consulting

Ask the Expert: Materiality AssessmentsChristine Riley Miller, Samsonite LLC

Utilizing Nonprofit Board Placement as an Innovative D&I Leadership Development InitiativeRobert Acton & Whitley Richards, Cause Strategy Partners | BoardLead

Striking the Right Balance Between Focus & Choice in Giving ProgramsKayla Mottola, TripAdvisor; Janelle St. Omer, Benevity

Utilizing Social Impact Programs to Grow Diversity & Talent PipelinesAshley Rajaratnam & Andrea Riehl, Best Buy Co. Inc.

Leveraging Growth Mindset to Enhance the Impact of CSR ProfessionalsRobin Boggs & Mary Kate Morley Ryan, Accenture

Influencers’ Series with John BrothersJohn Brothers, T. Rowe Price

The India Companies Act - What You Need to KnowAnita Whitehead, KPMG

Tuesday March 10, 9:30am-10:30amPages 13 & 14

Tuesday March 10, 11:15am-12:15pmPages 15 & 16

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Tuesday March 10, 3:30pm-4:30pmPages 17 & 18

Learning Lab Timeblocks

Wednesday March 11, 9:45am-10:45amPage 19

Corporate Activism Review: 2020 Trends & Best PracticesKathy Miller Perkins, Miller Consultants

Unleash The Power of Signature Programs to Bring Corporate Purpose to LifeNikki Korn, Cause Consulting

Are Your Grantees Investment Ready? How Corporate Citizenship Can Drive Scale & Impact David Greco, Social Sector Partners

Social Impact Squads: Building Internal Partnerships to Maximize Your Impact #squadgoalsRachael Terrell, CMT

Facilitated Dialogue on COVID-19 Corporate ResponseMelinda Bostwick, ACCP

TITLELaura Coy, William Blair

Inspiring Community Engagement by Creating a Culture of CompassionMeghan Curren & Samantha O’Lenick, AdventHealth

Fresh Ideas on Partnership Activations: Case Studies, Lessons Learned, & Data from the CSR Landscape to Fuel Partnership WinsMollye Rhea, ForMomentum

What’s the Bottom Line: Strategy & Measurement of Return on InvestmentRhonda Evans & Amy Silverstein, Deloitte Services LLP

Charting a Citizenship Path Where Stakeholders Help Lead the WayMaureen Flynn & Mandy Ryan, Changing Our World

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Learning Labs by Corporate Citizenship Guide Category

Categories & Domains Learning Lab Title

Corporate Citizenship Strategy & Management• Business & Society

Integration• Corporate

Communications• Environmental

Sustainability• Stakeholder

Management (internal/external)

• Equity, Diversity & Inclusion

Learning Labs by Corporate Citizenship Guide Category

Deepening Impact in Communities Through Shared ValuesMarch 9, 11:15-12:15, pg 9

Leveraging CSR to Impact the Bottom LineMarch 9, 11:15-12:15, pg 9

Collaborating Across Philanthropy: Increasing Impact Through PartnershipsMarch 9, 11:15-12:15, pg 10

The Seven Secret Ingredients in a Healthy CSR CultureMarch 9, 1:45-2:45, pg 11

Creativity & Authenticity in Problem-Solving & Corporate CommunicationsMarch 9, 1:45-2:45, pg 11

Influencers’ Series with the Purpose Award WinnersMarch 9, 1:45-2:45, pg 11

Mergers & Acquisitions Impact on CSRMarch 9, 1:45-2:45, pg 12

Cracking the Code of Influencing Upwards & Gaining Buy-InMarch 10, 9:30-10:30, pg 13

A Conversation with Edgar VillanuevaMarch 10, 9:30-10:30, pg 13

Shared Value Generation: How to Align CSR Strategy with Business InterestsMarch 10, 9:30-10:30, pg 14

How to Test, Learn & Scale: Crafting Innovative Program ModelsMarch 10, 9:30-10:30, pg 14

Ask the Expert: Materiality AssessmentsMarch 10, 9:30-10:30, pg 14

Utilizing Nonprofit Board Placement as an Innovative D&I Leadership Development InitiativeMarch 10, 11:15-12:15, pg 15

Striking the Right Balance Between Focus & Choice in Giving ProgramsMarch 10, 11:15-12:15, pg 15

Utilizing Social Impact Programs to Grow Diversity & Talent PipelinesMarch 10, 11:15-12:15, pg 15

Leveraging Growth Mindset to Enhance the Impact of CSR ProfessionalsMarch 10, 11:15-12:15, pg 15

Influencers’ Series featuring John BrothersMarch 10, 11:15-12:15, pg 16

Corporate Activism Review: 2020 Trends & Best PracticesMarch 10, 3:30-4:30, pg 17

Unleash The Power of Signature Programs to Bring Corporate Purpose to LifeMarch 10, 3:30-4:30, pg 17

Laura CoyMarch 10, 3:30-4:30, pg 16?

Rich MaioreMarch 9, 11:15-12:15, pg 10

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Learning Labs by Corporate Citizenship Guide Category

Community Investment• In-Kind Donations• Cause Marketing• Sponsorships• Grant Management• Impact Investing

Corporate Philanthropy: What Are the Options?March 9, 11:15-12:15, pg 9

Building Resiliency & Preparedness in Employees, Businesses, & CommunitiesMarch 9, 11:15-12:15, pg 9

“Ask Me Anything”: Legal Advice on Employee Assistance FundsMarch 9, 1:45-2:45, pg 11

Giving Globally: How to Effectively, Compliantly, & Responsibly Manage Cross-Border GivingMarch 9, 1:45-2:45, pg 12

Forging Strong Partnerships Between Corporations & Nonprofits: Both Internally and ExternallyMarch 10, 9:30-10:30, pg 13

Are Your Grantees Investment Ready? How Corporate Citizenship Can Drive Scale & ImpactMarch 10, 3:30-4:30, pg 17

Categories & Domains Learning Lab Title

Corporate Citizenship Strategy & Management, Continued• Business & Society

Integration• Corporate

Communications• Environmental

Sustainability• Stakeholder

Management (internal/external)

• Equity, Diversity & Inclusion

Social Impact Squads: Building Internal Partnerships to Maximize Your Impact #squadgoalsMarch 10, 3:30-4:30, pg 18

Fresh Ideas on Partnership Activations: Case Studies, Lessons Learned, & Data from the CSR Landscape to Fuel Partnership WinsMarch 11, 9:45-10:45, pg 19

Charting a Citizenship Path Where Stakeholders Help Lead the Way March 11 9:45-10:45, pg 19

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Learning Labs by Corporate Citizenship Guide Category

Operations• Foundation

Management• Project/Event

Management• Regulations &

Compliance

Measurement• Data Analysis,

Reporting & Insights• Program Evaluation

Employee Experience• Employee

Engagement• Employee Service &

Volunteerism• Employee Giving

“Ask Me Anything”: Legal Advice on Employee Assistance FundsMarch 9, 1:45-2:45, pg 11

Superheroes, HAPPYness, & Employee Engagement Through VolunteerismMarch 9, 1:45-2:45, pg 12

Utilizing Nonprofit Board Placement as an Innovative D&I Leadership Development InitiativeMarch 10, 11:15-12:15, pg 15

Striking the Right Balance Between Focus and Choice in Giving ProgramsMarch 10, 11:15-12:15, pg 15

Categories & Domains Learning Lab Title

Facilitated Dialogue on COVID-19 Corporate ResponseMarch 10, 3:30-4:30, pg 18

Inspiring Community Engagement by Creating a Culture of CompassionMarch 11, 9:45-10:45, pg 19

What’s the Bottom Line: Strategy & Measurement of Return on Investment & Business ValueMarch 11, 9:45-10:45, pg 19

The India Companies Act - What You Need to KnowMarch 10, 11:15-12:15, pg 16

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Monday March 9 | 11:15am -12:15pm

Deepening Impact in Communities Through Shared ValuesJennifer Flynn Dear, KPMGGuide Category: Corporate Citizenship Strategy & ManagementBonnet Creek BShareholders, executives, employees and consumers are all focused on the impact an organization has on our society. Through collaborations with other leading organizations around shared values, companies have the opportunity to deepen their impact while fostering B2B relationships and enhancing their brand and reputation as a good corporate citizen. KPMG will share the citizenship process, resources, and recently developed Shared Values tools and templates to educate and assist their 30,000+ U.S. professionals in connecting with clients, vendors, and suppliers.

Corporate Philanthropy: What Are the Options? Senior LeadersRobert Waldman, VenableGuide Category: Community InvestmentVoyageCompanies can fund their corporate philanthropy through a number of vehicles, including traditional mechanisms of direct corporate funding or use of a company foundation. Newer approaches include the use of donor advised funds, fiscal sponsorships and crowdfunding. These giving approaches can also be used in combination. This session will cover the rules applicable to, along with the pro’s and con’s of, these various approaches.

Building Resiliency & Preparedness in Employees, Businesses, & CommunitiesSenior LeadersDavida Rivens, E4E Relief; Robin White, Global Resilience InstituteGuide Category: Community InvestmentDiscoveryThis session will take a deep dive into the state of the American worker, highlighting the impact today’s precarious financial landscape can have on employee wellbeing and opportunity for social impact. Utilizing research conducted by E4E Relief and the Global Resilience Institute, speakers will give participants the knowledge and tools they need to evaluate their organization’s preparedness and resiliency markers. They will share findings on the macro trends impacting the workplace and measures that attendees can bring to their companies and c-suite leaders preparing them for the next unexpected or underestimated natural disaster, terroristic, or man-made event impacting both employees and communities.

Leveraging CSR to Impact the Bottom LineSenior LeadersRenuka Gadde, BD; Maggie Kohn, Maggie Kohn Consulting; Thu Thien Do, NovartisGuide Category: Corporate Citizenship Strategy & ManagementJourney A A critical role of corporate citizenship professionals is to propel their organization’s CSR efforts from philanthropy into daily operations. This requires pivoting from donating products to developing new business models to ensure long-term sustainability. This session will share featured case studies of businesses that have integrated their CSR principles into their commercial models, and the skills, market approaches, and partnerships needed for buy-in. It will help attendees understand how to break down silos between the CSR and commercial teams, to champion new business approaches targeting the bottom line.

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Monday March 9 | 11:15am -12:15pm

Collaborating Across Philanthropy: Increasing Impact Through PartnershipsMark Brewer, Central Florida Foundation; Lindsay Mason, Council on Foundations; David McGhee, Skillman Foundation; John Brothers, T. Rowe PriceGuide Category: Corporate Citizenship Strategy & ManagementJourney BKnowing how to leverage the strength of various philanthropies in a community can increase our ability to create lasting social impact and sustainable change. While companies often lead the charge of collaboration to establish investments that advance the greater good, fully maximizing philanthropic resources within a locality is still an uncommon practice. At the Council on Foundations, we’ve found that the communities we serve are often richer in philanthropic resources than realized and finding creative ways to partner with fellow philanthropic organizations is essential to increasing impact and enhancing the value we provide to our communities. In this learning lab, participants will discover effective methods of partnering with organizations across the philanthropic sector. From corporate to community to private funders, come hear insights, considerations and results from those who have implemented best practices to create greater value and opportunity throughout their geographical footprint.

TITLERich Maiore, Rocket Social ImpactGuide Category: ExpeditionDESCRIPTION

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Monday March 9 | 1:45pm -2:45pm

The Seven Secret Ingredients in a Healthy CSR CultureJill Vitiello, Vitiello Communications GroupGuide Category: Corporate Citizenship Strategy & ManagementVoyageDo you have an appetite for improving your company’s CSR culture? Are you looking to instill a strong CSR culture that not only attracts and retains an engaged workforce but also benefits society? Join Jill Vitiello, CEO, Vitiello Communications Group, as she takes you through the seven secret ingredients in a healthy CSR culture and helps you identify how you can strategically transform the CSR culture in your own organizations for greater societal value. To be truly engaged, employees expect a sense of purpose and shared action with their company’s CSR practices, and communications professionals are the executive chefs who craft this culture. As communicators, we bring together the key ingredients to nourish a hearty workplace that feeds the souls of your workforce while contributing to the wellbeing of the communities where we work, eat and live. In this fast-paced, interactive session, Jill Vitiello shares the recipe for success. This session will be recorded.

Influencers’ Series with the Purpose Award WinnersSenior LeadersGuide Category: Corporate Citizenship Strategy & ManagementExplorerThe Influencers’ Series is a set of sessions that engage leaders in a one-on-one dialogue with Carolyn Berkowitz, ACCP’s President and CEO, in which they will share their unique perspectives and transferable wisdom. Featured speakers have depth in the corporate, nonprofit or government sector, and their expertise is at the forefront of issues that impact purpose-driven executives and the decisions they must make on behalf of their companies. Hear insights from our Champion of Change and Trailblazer Award winners, announced Monday at lunch.

Creativity & Authenticity in Problem-Solving & Corporate CommunicationsJameelah Nuriddin, Advancing Women ExecutivesGuide Category: Corporate Citizenship Strategy & ManagementBonnet Creek B Strategic communication is key to gaining CSR buy-in. This workshop teaches the essential components of bringing authenticity to the workplace as part of your professional brand. Learn public speaking techniques for thinking on your feet and adapting in real-time. Improve your confidence, inner authority and power of persuasion to influence potential supporters. Communication is energy. Storytelling impacts the way we feel. Walk away with simple, creative techniques to empower your vision in the workplace. This hands-on workshop benefits from a smaller group setting to facilitate real-time exercises allowing participants to practice what they are learning immediately. This session will be recorded.

“Ask Me Anything”: Legal Advice on Employee Assistance FundsKevin Roe, Simpson, Thacher & Bartlett LLPGuide Category: Community Investment/Employee ExperienceExpedition In this “Ask Me Anything” style session about Employee Relief Funds and programs, Kevin Roe puts the focus on the attendees. Join in on a candid conversation with a leading legal expert from Simpson Thacher as he shares learnings from the recent launch of the AbbVie Employee Assistance Fund. Attendees will be given the opportunity to ask about the approach, process, pitfalls, and successes of employee financial support programs. From developing guidelines and selecting vendors, to navigating IRS applications and employee communications, to understanding the legal ‘rules of the road’ for employee assistance programs – Kevin will share lessons from their own experiences.

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Monday March 9 | 1:45pm -2:45pm

Superheroes, HAPPYness, & Employee Engagement Through VolunteerismWill Kauffman & Sara Reed, Sage FoundationGuide Category: Employee ExperienceBonnet Creek AIn this session, Sage Foundation will present key ways that attendees can supercharge their foundation activities. Attendees will learn in-depth about three programs Sage Foundation has established to engage employees at all levels: the creation of Superheroes through their Ambassador Program, a global HAPPYness campaign, and overall employee engagement through a global volunteer initiative. This session will delve into the establishment and outcomes of each of Sage Foundation’s programs and how to look at employee engagement through multiple different lenses.

Mergers & Acquisitions Impact on CSRGuide Category: Corporate Citizenship Strategy & ManagementRich Maiore, Rocket Social ImpactSenior LeadersDiscovery Whether an organization has merged with another, has acquired or has been acquired, or is consolidating their operations, CSR remains the backbone to culture and to connections to community. Take an in-depth look at how CSR leaders adapt, integrate, and evolve their CSR strategies and programs based on changing and challenging business environments. The session highlights new findings from Rocket Social Impact and Conference on Foundations on best practices for creating a successful and integrated CSR program in the face of significant change brought on by an M&A. Hear from two CSR leaders who built and grew CSR programs for a newly combined company, while facing the challenge of integrating different cultures, approaches and new stakeholders. Attendees will walk away with key insights and actionable knowledge for creating a merged CSR vision and ensuring relevance to internal and external stakeholders.

Giving Globally: How to Effectively, Compliantly, & Responsibly Manage Cross-Border GivingChristine Fontana, Edwards Lifesciences; Jessie Krafft, CAF AmericaGuide Category: Community InvestmentJourney ACorporate giving departments are increasingly asked to manage programs on shoe-string budgets and provide impact in widening, thinning global corporate footprints. How can resource-constrained corporate giving teams give in multiple regions of the world without gambling trust and reputation? This session will explore ways to operationalize global corporate giving programs with a specific focus on how to identify partners, perform due diligence, and create partnerships that enhance philanthropic missions and trust.

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Tuesday March 10 | 9:30am -10:30am

Cracking the Code of Influencing Upwards & Gaining Buy-InKathy Miller Perkins, Miller ConsultantsGuide Category: Corporate Citizenship Strategy & ManagementBonnet Creek A Everyone engaged in corporate citizenship or corporate social responsibility is an organizational activist working to create a positive impact on society. To succeed, one must possess superb skills for influencing others. This session will educate attendees on how to affect decision-makers when they don’t have authority over them. Kathy will examine proven techniques for influencing up (and sideways) and assist attendees in exploring how to apply those techniques within their own organizations, as well as look at common problems and solutions. In this interactive workshop, attendees are encouraged to bring to the group a current roadblock they are facing and will have an opportunity to integrate what they have learned into the beginning of an influence strategy they can implement with decision-makers in their own organizations.

Forging Strong Partnerships Between Corporations & Nonprofits: Both Internally & ExternallyKellie Duhon, Blue Cross Blue Shield of Louisiana; Jennifer Maggio, The Life of a Single MomGuide Category: Community InvestmentExpeditionJoin Kellie Duhon with Blue Cross and Blue Shield of Louisiana and Jennifer Maggio with The Life of a Single Mom as they discuss how their organizations worked together to impact over 82,000 single moms and build a mutually beneficial relationship between the two organizations. This session will focus on relationship-development, data tracking, and more. Attendees will learn the how-tos of identifying the right partnership at the right time and strengthening the relationship to have the most impact.

A Conversation with Edgar VillanuevaSenior LeadersEdgar Villanueva, Decolonizing Wealth ProjectGuide Category: Corporate Citizenship Strategy & ManagementBonnet Creek BTake a deeper dive into the content with our General Session speaker and have your questions answered. Moderated by Laura Coy, Director of Community Engagement, William Blair.

Edgar Villanueva is a globally recognized author and expert on philanthropy. His best-selling book Decolonizing Wealth offers compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors. He currently serves as Chair of the Board of Directors of Native Americans in Philanthropy and is a Board Member of the Andrus Family Fund and NDN Collective. Edgar currently serves as the Vice President of Programs and Advocacy at the Schott Foundation for Public Education. There he oversees grant investment and capacity-building supports for education-focused justice campaigns across the U.S.

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Tuesday March 10 | 9:30am -10:30am

Shared Value Generation: How to Align CSR Strategy with Business InterestsAnnie Duong-Turner, John HancockGuide Category: Corporate Citizenship Strategy & ManagementDiscovery Society is increasingly looking to companies to provide solutions to global challenges. But meeting higher CSR expectations with limited resources and competing priorities can be a difficult business proposition. In this interactive session, AMD and John Hancock will share case studies highlighting how they aligned their CSR agenda with their companies’ business strategies, delivering shared value. Attendees are encouraged to come prepared with challenges and opportunities to ideate or discuss as a group. The audience will take away actionable practices to implement, and to build the business case for shared value.

How to Test, Learn & Scale: Crafting Innovative Program ModelsSenior LeadersNikki Korn, Cause ConsultingGuide Category: Corporate Citizenship Strategy & ManagementJourney A In this session, learn how GoDaddy shifted from supporting diverse causes to fulfilling their brand purpose with their signature social impact program, Empower by GoDaddy. This case study will provide a real example of program design, diving into multiple model development to testing to evaluation and then scaling across diverse communities and cultures. In this deep dive, attendees will learn to create a theory of change, innovative modeling, engage with a portfolio of partners, and think about ‘what they do best’ in the program delivery experience.

Ask the Expert: Materiality AssessmentsChristine Riley Miller, Samsonite LLCGuide Category: Corporate Citizenship Strategy & ManagementVoyage Join Christine Riley Miller, Director Of Sustainability, Samsonite LLC, as she answers your questions and shares her lessons learned on materiality assessment during this interactive webcast. This interactive session will allow you to ask an expert your questions and chat with fellow attendees.

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Tuesday March 10 | 11:15am-12:15pm

Utilizing Nonprofit Board Placement as an Innovative D&I Leadership Development InitiativeSenior LeadersRobert Acton & Whitley Richards, Cause Strategy Partners | BoardLead Guide Category: Corporate Citizenship Strategy & Management/Employee ExperienceBonnet Creek ACompanies across the globe are discovering the employee engagement & leadership development benefits of nonprofit board service: a proven strategy to develop the leadership prowess of business executives and employees, give them the opportunity to apply well-honed professional skills, develop new skills, and make a meaningful impact on the community. In this highly-engaging, interactive session, Robert and Stacy will explore what drives powerful corporate-based nonprofit board placement, training and support programs, including strategies and tactics for leveraging nonprofit board service as a diversity & inclusion initiative.

Striking the Right Balance Between Focus & Choice in Giving ProgramsKayla Mottola, TripAdvisor; Janelle St. Omer, BenevityGuide Category: Corporate Citizenship Strategy & Management/Employee ExperienceExpedition Benevity welcomes Kayla Mottola from TripAdvisor to discuss striking a balance between a strategic company pillar focus and employee choice. As a global brand with employees all over the world, it’s important to TripAdvisor to engage their people in ways that are personally and locally relevant, while also making a big impact towards a broader global cause that aligns with their company’s social mission – supporting displaced populations around the world. She’ll share how they’re mobilizing and unifying employees across 40+ worldwide locations to become advocates for an important global issue, and how it’s leading to bigger social and business impact.Utilizing Social Impact Programs to Grow

Diversity & Talent PipelinesSenior LeadersAshley Rajaratnam & Andrea Riehl, Best Buy Co. Inc.Guide Category: Corporate Citizenship Strategy & ManagementVoyageAmong teens today, retail is often seen as “just” a summer job. Take it a few steps further, though, and retail can be a career that builds valuable core skills and professional experience, not to mention the possibility of a six-figure salary. In this session, hear how Best Buy’s retail internship program is transforming the way young people from underserved communities think about post- high school careers, and how the company thinks about its talent pipeline. Attendees will learn how Best Buy’s Social Impact team forged collaborations with leaders across the company to develop a program that achieves business and social ROI. Through an interactive discussion, Best Buy will discuss what it took to develop and roll out the program, the challenges along the way, and how the company is working to amplify the program’s reach by integrating its vendor partners into this initiative.

Leveraging Growth Mindset to Enhance the Impact of CSR ProfessionalsRobin Boggs & Mary Kate Morley Ryan, AccentureGuide Category: Corporate Citizenship Strategy & ManagementJourney A This session will delve into the concept of growth mindset. In a changing world of work, enabling digital maturity requires a rotation of mindset, understanding, skills, and business practices. Adaptability becomes a core strength, which is important in the world of CSR. When employees access a growth mindset, they can make changes in their career and embrace the notion that career change is the only constant. Learn how growth mindset and learning theory can affect both your workforce and community.

Influencers’ Series with John Brothers

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Tuesday March 10 | 11:15am-12:15pm

Senior LeadersJohn Brothers, T. Rowe PriceGuide Category: Corporate Citizenship Strategy & ManagementExplorerThe Influencers’ Series is a set of sessions that engage leaders in a one-on-one dialogue with Carolyn Berkowitz, ACCP’s President and CEO, in which they will share their unique perspectives and transferrable wisdom. Featured speakers have depth in the corporate, nonprofit or government sector, and their expertise is at the forefront of issues that impact purpose-driven executives and the decisions they must make on behalf of their companies.

John Brothers currently serves as the President of the T. Rowe Price Foundation and President of T. Rowe Price Charitable. He is currently serving as an International Advisor to CO3, and works with the China Global Philanthropy Institute. He has been a writer with the Stanford Social Innovation Review, Nonprofit Quarterly and the Huffington Post, and is an author of several books. Dr. Brothers began his work serving in the local community, inspired by growing up in deep poverty, serving as a community organizer and family case manager in urban neighborhoods in the Midwest to leadership positions, including CEO, with local and national organizations on the East Coast.

The India Companies Act - What You

Need to KnowAnita Whitehead, KPMGGuide Category: OperationsDiscovery• Did you know that the India Companies Act requires companies to give back 2% of their income to the community?• How does the Act impact the NGO community? • What do you need to know about giving in India? • What are the risks? What are the regulatory requirements? Many of you have operations in India and as a result probably have to comply with the India Companies Act. As a reminder, the Act requires company to give 2% of their profits to qualified charities. Join KPMG in a discussion on the requirements and how you can comply.

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Tuesday March 10 | 3:30pm -4:30pm

Corporate Activism Review: 2020 Trends & Best PracticesSenior LeadersKathy Miller Perkins, Miller ConsultantsGuide Category: Corporate Citizenship Strategy & ManagementBonnet Creek A Over the past few years, a growing number of corporations have experienced mounting pressures from stakeholders including employees and customers, to take a stand on social and political issues. And all evidence suggests this is a movement that is not going away. Yet only a small percentage of businesses have a plan to address this growing trend. In this session, Kathy Miller Perkins will provide attendees with an in-depth look at the state of corporate activism based on Miller Consultants’ 2020 Corporate Social Activism Study which includes data from a survey and interviews. She will give attendees insight into the degree to which companies are experiencing pressures from stakeholders, how they are responding and in what ways they are preparing for ongoing and growing stakeholder pressures. Attendees will learn about frameworks and approaches that companies are developing and adopting to address social and political issues.

Unleash The Power of Signature Programs to Bring Corporate Purpose to LifeSenior LeadersNikki Korn, Cause ConsultingGuide Category: Corporate Citizenship Strategy & ManagementExpedition Today, corporations are aiming to bring their values to life by connecting social impact to brand strategy. This session will focus on how to meaningfully connect CSR to the corporate mission through corporate social impact initiatives and signature programs. Attendees will learn how to lead with brand, bring their company’s purpose to life, connect with trending topics, refine their language and message track, and maximize existing corporate communications channels.

Are Your Grantees Investment Ready? How Corporate Citizenship Can Drive Scale & Impact David Greco, Social Sector PartnersGuide Category: Community InvestmentVoyageIn order for nonprofit partners to be successful, they need to be able to access funding not only from traditional philanthropy but from a wide range of donors, grantmakers and investors. Increasingly, today’s wealth generators are developing new and innovative ways to address deeply entrenched social challenges. Foundations are moving beyond just grants to include program and mission-related investments. In this session, learn how to work with your grantees on advantages of new sources of capital. David Greco will discuss the top takeaways of how corporate citizenship programs can act as catalysts and truly leverage their limited resources to influence their financial, social, and human capital and transform their grantees.

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Tuesday March 10 | 3:30pm -4:30pm

Social Impact Squads: Building Internal Partnerships to Maximize Your Impact #squadgoalsRachael Wall Terrell, CMTGuide Category: Corporate Citizenship Strategy & ManagementDiscoveryIt’s time to get creative! When team capacity is limited and time is a valuable commodity, how might we utilize our internal resources to build partnerships, improve internal communication, analyze the landscape of your organization, and generate fresh ideas on complex problems? Drink some coffee and bring your energy and passion to this session, this is not a presentation – you are part of the Social Impact Squad! This is a case study on how to develop and execute your own #squad to increase your impact, develop clout for your team and those engaged with your work, accomplish a lot in a short period of time, plus have some fun with your colleagues.

Facilitated Dialogue on COVID-19 Corporate Response Melinda Bostwick, ACCPGuide Category: Employee ExperienceJourney BJoin your peers and ACCP’s Vice President of Membership, Melinda Bostwick, for a facilitated discussion on members’ response to the COVID-19 virus. We will engage in a lively discussion about this current, breaking topic.

TITLELaura Coy, William BlairGuide Category: Bonnet Creek BDESCRIPTION

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Wednesday March 11 | 9:45am -10:45am

Inspiring Community Engagement by Creating a Culture of CompassionMeghan Curren & Samantha O’Lenick, AdventHealthGuide Category: Employee ExperienceExpedition Connecting community impact with a company’s mission is becoming an important strategy for corporations. AdventHealth’s Community Impact Team will tell their story about how they built upon their core mission to influence their community impact programs internally and externally. This case study will exemplify how they strengthened volunteer programs, bolstered community relations, and utilized research and data to determine the top needs of their community. Attendees will learn about best practices on weaving the mission into employee engagement, breaking down departmental silos, gaining leadership support, and mobilizing talent and resources.

Fresh Ideas on Partnership Activations: Case Studies, Lessons Learned, & Data from the CSR Landscape to Fuel Partnership WinsMollye Rhea, ForMomentumGuide Category: Corporate Citizenship Strategy & ManagementDiscovery According to For Momentum’s proprietary research of CSR decision-makers, a top factor that leads to the end of corporate/nonprofit partnerships is a lack of fresh ideas. Join Mollye Rhea as she delves into case studies and insights to reenergize your cause activations and take your partnership results to new levels. Attendees will learn about the data behind which activations work best for all stakeholders: consumers, employees, and B2B. This session will include a panel discussion with Marty Posch, President, Finish Line Youth Foundation and Maury Wolfe, Senior Director of Corporate Responsibility and Public Affairs, Cox Enterprises, Inc. who will share knowledge and ideas from their past cause campaigns that will bolster attendee’s cause partner investments and spark creativity in launching your own effective cause marketing campaigns.

What’s the Bottom Line: Strategy & Measurement of Return on Investment & Business ValueSenior LeadersRhonda Evans & Amy Silverstein, Deloitte Services LLPGuide Category: MeasurementJourney A Have you ever considered how you can make more data-driven decisions about social impact strategy choices? Sound decision-making requires understanding return on investment, as well as the business value of social impact. Good data are essential to quality decisions. In this session, we will help you understand how to use return on investment and how to measure the business value of social impact. We will also explore helping translate to the language of business to get buy-in with stakeholders across the organization.

Charting a Citizenship Path Where Stakeholders Help Lead the WayMaureen Flynn & Mandy Ryan, Changing Our WorldGuide Category: Corporate Citizenship Strategy & ManagementJourney B When developing your corporate citizenship strategy, it’s critical to understand the priorities and motivations of your company’s various stakeholders. But many professionals struggle with where to start or how to balance competing priorities across the business. In this session, Maureen Flynn and Mandy Ryan will share a practical process for engaging all stakeholders in developing citizenship programs. Using Changing Our World’s Stakeholder Compass as a guide, participants will walk through a three-part process of eliciting stakeholder feedback, achieving buy-in, and creating champions. The result will be a citizenship strategy that links business success with social progress and, crucially, is championed by essential stakeholders.