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Information Classification: INTERNAL 10/11/2016 1 Community Update – January – September 2016 Barbara Cottam October 20, 2016

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Page 1: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 1

Community Update – January – September 2016

Barbara Cottam

October 20, 2016

Page 2: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 2

Champions in Action helps address critical needs in local

communities by providing financial, media, promotional

and volunteer support, and executive mentoring to small,

lesser-known nonprofit organizations.

The program is in its 14th year and is activated in 5

markets (EPA, WPA, RI, MA & NH) in conjunction with

local media partners.

In 2016, Citizens awarded a total of $350,000 to 10

organizations in two categories:

• Workforce Development

• Strengthening Communities thru Collective Impact

2017 Champions categories:

• Addiction Prevention & Treatment Services

• Violence Prevention

Credo Week in Our Communities

During our annual Credo Week, the bank celebrates

our customers, colleagues, and communities. One way

we bring our Credo to life is through colleague

volunteerism:

39 Public Affairs-organized volunteer events

*457% increase from 2015

767+ colleague volunteers engaged in Public

Affairs-organized events

*338% increase from 2015

6,877 colleague volunteer hours logged

9/12 – 9/30

*136% increase from 2015

Food Drive - 15,000+ items collected

* 50% increase from 2015

“Credo Champion for Community Awards” were

announced by state presidents in each market,

recognizing colleagues’ exceptional volunteerism.

The bank will make a $2,500 contribution on each

honoree’s behalf to a nonprofit of their choice.

Champions in Action

Corporate-wide Initiatives

Page 3: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 3

More than 220,000 people will benefit from

services provided by the financial literacy

programs funded. During the month of April alone,

colleague volunteers taught 88 workshops,

reaching more than 4K consumers.

During Financial Literacy Month we announced our

annual Citizens Helping Citizens Manage Money

commitment. This year we:

In September, we leveraged Hunger Action Month to

highlight Citizens Helping Citizens Fight Hunger.

• Social Media campaign to raise awareness about

hunger and encouraged followers to join us in

fighting hunger in their communities

• State presidents authored Op-Eds on hunger that

ran in local papers across the footprint

• In MA, we announced $370K in contributions to

local organizations to combat hunger, highlighted

by a $200K contribution to the Greater Boston

Food Bank to fund 2 food delivery trucks

• Colleague volunteers across the footprint helped at

local food pantries and food banks

• Footprint-wide food drive in our facilities collected

15K non-perishable items for local food programs

Corporate-wide Initiatives

Financial Literacy Month - April

Hunger Action Month - September

Financial Literacy Media Impressions:

• 5 million media impressions

• 8 million social media impressions and

more than 100K engagements

Received 243 applications through an RFP

process, a 5% increase over 2015

Awarded $1.2 million to 77 organizations in

support of financial literacy programs

Funded 7 new nonprofit partners and 23

new programs

Page 4: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 4

Connecticut

Citizens Bank 5K Summer Fun Run

• Unique family-oriented road race and festival

featured live music, street performers and

children's activities

• Entertained 600+ runners and spectators

outside Citizens Bank’s 237 Main Street branch

• 40+ colleagues volunteered to support retail

activation, run or assist with event needs

• State president Lisa Maass made welcome

remarks

• Citizens presented a $5K check to St. Vincent

de Paul's Amazing Grace Food Pantry (client)

• 2,000+ people enjoyed family activities at Mystic

Seaport

• Children ages 6-17 received free admission

• 19 colleagues staffed 2 retail activation tents

and family area, generating 35 leads

• Through our Customer Appreciation promotion,

Citizens customers who showed us their debit

card received a complimentary gift

Citizens Bank Family Fun Day

Connecticut Food Bank

State President Lisa Maass announced Citizens’

funding of a new 26-foot refrigerated truck that

will help the Connecticut Food Bank bring food to

communities across its service areas, reaching an

average of 6 community partners daily with

deliveries of fresh, nutritious food.

Page 5: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 5

Citizens launched title sponsorship of this 2.7 acre

outdoor interactive space and innovative private-

public partnership in Boston.

• Draws audiences from across Boston and New

England

• Presents inspired, high-caliber programs May-

October

• Features Citizens kiosk (with ATM)

• Staffed on weekends by colleague brand

ambassadors who generated 250+ leads

• Hosted a June client reception for 400+ guests,

including 70+ Citizens customers, prospects and

colleagues

Massachusetts

The Lawn on D

Powered by Citizens Bank

Citizens Bank Pops by the Sea

Jerry Sargent provided welcoming remarks to

10,000+ attendees at the annual Citizens Bank

Pops by the Sea (Hyannis) concert, featuring the

Boston Pops (client) Esplanade Orchestra and Blue

Man Group.

• Citizens hosted 130 clients and guests

• Retail colleagues garnered 260 qualified leads

Boston Medical Center Mayo Bowl

Citizens was presenting co-sponsor of the 7th annual

Mayo Bowl, hosted by former New England Patriots

Pro Bowl linebacker Jerod Mayo. The event

benefitted NFP bank client Boston Medical Center.

A dozen Middle Market & Professionals Banking

clients were treated to a fun and exclusive evening

of bowling on 1 of 3 Citizens teams, each featuring a

celebrity teammate, to compete for unique prizes.

Page 6: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 6

Michigan

• 100+ customers and regional business leaders

were hosted in Citizens’ VIP Trackside Chalet

at the Belle Isle Grand Prix

• Differentiated customer experience included

exclusive “Hot Laps” around the track in an

official race car

• 3 days of activation; 6 shifts of 46 colleagues;

700 leads generated

• Through giveaways and photo ops with

attendees, one-to-one, in-person contact is

estimated at more than 10K race fans

• Social media content generated 450

engagements and 197,000 impressions

Belle Isle Grand Prix

• 2nd year of Citizens’ partnership with Military

Warriors Support Foundation (MWSF)

• Citizens donated a renovated, mortgage-free

home to a disabled veteran and his family

• One hundred colleague volunteers cleaned

the yard, painted and prepped the house for

its new owners, and installed an American flag

Military Warrior Home Giveaway

• Lead underwriter of Gleaners Community Food

Bank’s Hunger Free Summer

• Exceeded campaign goal, raising enough food

and funds for 2.3 million meals for hungry

children while school is out

• State President Rick Hampson spoke at the

campaign kick-off press conference and

appeared in television PSAs on WDIV Ch. 4

Hunger Free Summer

Page 7: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 7

New York & New Hampshire

FoodLink (NY)

Cans of Nothing that double as a coin bank were

purchased for $5.00 from retailers across New

Hampshire, generously filled and returned with

donations. The “Nothing” empty can symbolizes

what thousands of NH residents have to eat each

day.

• 4th year as underwriter of The Nothing

Campaign, an awareness campaign that raises

funds to alleviate hunger

• Each can replaces the “nothing” on

neighbors’ tables with 60 nourishing meals

• State president Joe Carelli announced results

- $85,000+ raised, provided 170,000 meals

to the one in 9 NH residents affected by

hunger

Nothing Campaign (NH)

The truck includes

handicap accessibility

and enhanced

refrigeration, shelving

and lighting.

Newly named state president Paul Taffe

delivered remarks at a press event

announcing Foodlink’s upgraded Curbside

market truck funded by Citizens.

• Citizens provided seed funding in 2013

to launch the Foodlink Curbside market

program

• Our 2106 funding of Foodlink’s 3rd truck

is estimated to facilitate a 20% growth

in the mobile service

• Curbside Market brings fresh, affordable

produce to low income areas in

Rochester where fresh fruits and

vegetables are not easily accessible

Page 8: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 8

• Partnership with Cleveland’s Detroit

Shoreway Community Development

Organization

• Citizens’ $100,000 contribution supports

sustainable living in 550 sq. ft. tiny houses

• Worked with Community Development and

Mortgage to promote CRA lending products

and Citizens as mortgage provider

Ohio

• Set record collecting $4.9+ million and

345,000 lbs. of food for 20 million meals

• Benefitted hunger relief organizations in 21

counties in Northeast and North Central OH

• Provided Joe DiRocco, as co-chair, executive

visibility at multiple campaign events and

media opportunities

• Offered colleague volunteer opportunity at

kick-off and family volunteer night at food bank

Tiny Houses

Harvest for Hunger

Accelerate 2016 Citizens Make Change

Joe DiRocco served as program co-chair of civic “shark

tank.” Panel of community leader judges selected

pitches to advance to finals, where audience voted via

smart phones to determine the winner of $5,000 and

four runners-up at $2,000 each. Presenting sponsorship:

• Showcased new Citizens name in OH

• Positioned Citizens as an innovator and convener

• Supported innovative projects solving community

issues

Citizens Cinema at Sunset

• More than 21,000 attendees

• Three outdoor movie nights June - August

• 35 retail colleagues generated 660+ leads

• 235 customers redeemed free popcorn

vouchers through Customer Appreciation

Promotion

Page 9: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 9

Philadelphia (EPA)

• Citizens annual partnership with the Phillies

• Raised funds and food for non-profit partner

Philabundance to help feed those in need

throughout the Delaware Valley

• Phans generosity and a successful media and

social media strategy resulted in 1,674 pounds

of donations, a 121% increase over 2015

• Citizens’ contribution of $40,000 combined

with silent auction proceeds, 50/50 raffle,

and ticket sales raised $58K for Philabundance

Phans Feeding Families

• Bruce Van Saun and Dan Fitzpatrick hosted

customers at exclusive VIP Chairman’s

Reception, sponsored by Citizens

• Dan spoke to 100+ COIs, including honoree US

Representative and civil rights icon John Lewis

• Citizens is an11-year sponsor of NCC’s Liberty

Medal Award Ceremony and Bruce is a member of

the NCC Board of Directors

NCC Liberty Medal Ceremony

Mann Center – May through October

• 2nd year as title sponsor of the Citizens Bank

Plaza at The Mann Center for the Performing

Arts premiere outdoor cultural arts center in

Philadelphia

• Colleagues on site at each performance at

this 14,000 seat venue, interacting with

attendees, generating leads and providing

client and prospect VIP hospitality

Phillies Phan Rewards

• 3rd year of Phan Rewards debit card loyalty

program offering exclusive discounts to Citizens

debit card holders

• 423% YOY increase in Phan Rewards ticket sales

(4,254 vs. 813 in 2015) and 627% YOY increase in

debit card transactions (1,352 vs. 186 in 2015)

• Ballpark Banker Program delivered

differentiated customer experience and drove

business – 350 leads generated

Page 10: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 10

Pittsburgh (WPA)

The Feed the Kids This Summer Telethon is a

great example of how our programs engage

customers, community and colleagues.

• Collaboration with supermarket partner and

client Giant Eagle, media partner KDKA and

nonprofit Greater Pittsburgh Community Food

Bank

• Citizens’ matching gift of $35,000 doubled

funds raised to $70,000, which is equivalent to

700,000 meals

• 18 Citizens colleagues staffed telethon

Feed the Kids This Summer Telethon

• New sponsorship with nonprofit partner

Pittsburgh Cultural Trust

• Citizens hosted customers and prospects

from Premier, Wealth and Not for Profit

Banking over 3 days

• Mark Latterner delivered opening

remarks from the stage

• 40K attendees and 200+ quality leads

generated by 40 volunteer colleagues

Pittsburgh JazzLive Festival

• Monthly "Third Thursdays” sponsorship

featured experiences linked to a popular

social theme

• Live music, gallery talks, games and theme-

based activities targeting millennials

Carnegie Museum Third Thursdays

Page 11: Community Update - Aventri · Community Update – January – ... Received 243 applications through an RFP process, a 5% increase over 2015 Awarded $1.2 million to 77 organizations

Information Classification: INTERNAL

10/11/2016 11

Rhode Island

Barbara Cottam provided remarks to a crowd

of 10,000 at the Rhode Island Philharmonic’s

40th annual summer concert. Citizens hosted a

pre-event Cocktail Party with VIP seating in an

exclusive area right in front of the stage.

• 70 Commercial, Wealth, Consumer and

Business Banking customers, prospects and

colleagues attended

• Ten retail colleagues generated 150 leads

with new on-site iPads

• 18th year of Citizens’ sponsorship

• Signature event attended by 60K+

• Hosted 400 customers in our VIP chalet on

the airstrip

• $419K vendor cash management deposits

• 15 colleagues collected 700 leads at our 1st

event utilizing iPads for paperless lead

generation

National Guard Air Show - June

Empty Bowls – September

Concert on the Beach - July

Citizens was presenting sponsor of RI

Community Food Bank's (client) Empty

Bowls event, which engaged the arts and

food service community and reached a

broad general audience (1,000+ attendees).

Fifty colleague volunteers helped set up

and host the event, raising $95K for the

Food Bank.

Striking Out Hunger – August

Citizens hosted a BBQ at the Pawtucket Red Sox

with 200+ customers and guests, including 60+

community partners. Marc Paulhus and Barbara

Cottam presented a check to the RI Community Food

Bank for $75,000 from the Striking Out Hunger

program. This is the 10th year of a partnership with

the PawSox that has raised $725,000 for the Food

Bank.