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June 2 Agenda

Envisioning Business at its Best
2011 Corporate Philanthropy Summit

Thursday, June 2, 2011

8:00 – 9:00 AM Networking Breakfast
9:00 – 9:15 AM

Welcome Remarks
Courtney Murphy, Manager, Strategic Engagement, CECP

9:15 – 10:45 AM Corporate Giving Data: Trends and Valuation

Part I: Emerging Trends in Giving Data
CECP delivers the industry's first comprehensive look at emerging trends in corporate philanthropy using its proprietary Corporate Giving Standard database, now containing over $85 billion in giving data from more than 180 companies. CECP will share the most recent trends in cash and non-cash giving, matching gifts, international giving, Fortune 100 contributions, employee volunteerism, giving motivations, and more. Through live polling, audience members will join the conversation and contribute their perspectives on the findings. This presentation provides a sneak preview of the 2011 Edition of CECP's flagship data publication, Giving in Numbers, to be released in October.

Presenter:
Alison Rose, Manager, Standards and Measurement, CECP

Part II: PEER-TO-PEER DISCUSSION
Take part in a practical dialogue with peers at your table to consider what the latest giving trends mean for your work. A set of discussion questions will be provided to ignite the conversation.

Part III: INTERNATIONAL VALUATION STANDARD
Currently, no global definition of a “charitable organization” exists, confounding corporate philanthropy measurement across countries. To close this gap, CECP, with the assistance of professionals from Deloitte and its network of international member firms, is developing a new framework to serve as the accepted corporate measurement standard for valuing social investment across cultural contexts. This session provides a preview of the findings to be captured in a full report to be released in fall 2011 which is sure to transform how companies discuss and track giving across borders.

Erin Scanlon, Partner, Technology, Media & Telecommunications, Deloitte LLP

10:45 – 11:00 AM Networking Break
11:00 – 12:15 PM Interactive Breakout Sessions

I. Goal-Oriented Disaster Relief and Recovery:

A New Approach for Corporate Engagement

While companies have grown increasingly sophisticated in their preparedness and response to humanitarian crises over the past decade, government and relief agencies continue craft their "asks" as open-ended appeals for corporate cash. But beyond cash, companies have vital expertise that should be thoughtfully brought to the task of achieving specific relief and recovery goals. This interactive workshop will focus on the case studies of the Japanese and Haitian Earthquakes, culling the best from the Business Civic Leadership Center (BCLC)'s latest research and experience. Attendees will also step back to consider how the business community should engage with infrastructure and environmental challenges of this magnitude going forward.

Pamela Flaherty, President and Chief Executive Officer, Citi Foundation, Citigroup Inc.
Henrietta Holsman Fore, Chairman and CEO Holsman International, Former Administrator, U.S. Agency for International Development
Eileen Sweeney, Director, Motorola Mobility Foundation

Moderator: Stephen Jordan, Executive Director, US Chamber of Commerce,
Business Civic Leadership Center

II. Interactive Discussion:

Setting Strategy amidst Ongoing Economic Uncertainty
Despite a rising stock market, it is unclear how long it will take for the prevailing climate of economic uncertainty to dissipate. Until it does, communities are feeling the pinch of persistent unemployment and cash-strapped state and local budgets. Reflecting on his over 16 years in the industry, Steve Rochlin will start a peer-to-peer conversation on how those charged with setting and managing philanthropy strategy can plot their way through the fog—charting a course that addresses the urgency of today while laying the groundwork for the transition into recovery.

Facilitator: Steven A. Rochlin, Director, AccountAbility

12:15 – 1:15 PM Lunch
1:15 – 2:00 PM
(45 minutes)
Strategies for Sustainable Value:
Leading the Next Great Transformation

One of the world's top authorities on the implications of sustainable development for business strategy, Professor Hart will share the latest findings from his research and corporate consulting work. Professor Hart will outline his framework for connecting the agendas of social sustainability and value creation within the real-world pressures of budgets, bosses, and quarterly earnings reports. Drawing on the latest edition of his book Capitalism at the Crossroads: The Unlimited Business Opportunities in Solving the World's Most Difficult Problems as well as his path-breaking article "The Fortune at the Bottom of the Pyramid," written in collaborating with C.K. Prahalad, Hart will discuss both why and how companies can move "beyond greening" toward transformational, strategic change by shattering the trade-offs mindset, thinking like disrupters, and building native capability.

Stuart Lloyd Hart, Professor of Management and Organizations, Samuel Curtis
Johnson Graduate School of Management, Cornell University

2:00 – 2:15 PM Closing Remarks
Charles Moore, Executive Director, CECP
2:15 – 3:00 PM Networking Break

2:30 – 4:00 PM
(90 minutes)

INTERACTIVE WORKSHOPS

I. Deep-Dive Case Study:
SC Johnson's Sustainable Value Journey

This workshop provides a unique opportunity to explore the concepts introduced in Professor Hart's keynote presentation through an in-depth look at the work of SC Johnson's "base of the pyramid" innovation projects in Africa. Illustrating how the best of academic thinking translates to the field, this deep-dive, interactive session will pull the lessons-learned from how the company has used a "whole-systems thinking" approach to prioritize its investments, engage in deep dialogue with consumers, co-invent solutions, build trust, and develop an ecosystem of local partners on the ground. The session will feature small table discussion, and candid Q&A will also include a look at the "next generation" skills needed to implement this approach.

Stuart Lloyd Hart, Professor of Management and Organizations, Samuel Curtis
Johnson Graduate School of Management, Cornell University
Chris Librie, Director - Global Sustainability, S.C. Johnson & Son, Inc.

Moderator: Michele Kahane, Professor, Milano The New School for Management and Urban Policy

II. Creating an Immersive Volunteer Program
Many companies are exposing high performing employees to community challenges through immersive employee volunteer experiences, both domestically and internationally.From individual placements locally to sending cross-functional teams abroad for weeks or months, such programs not only help nonprofits advance their missions, but also provide volunteers with in-depth leadership and skills development This workshop is suitable for those with immersive volunteer programs and those who are curious to learn more, covering topics such as: knowing whether your company is ready, an overview of different models, a sense of the commitment required, and practical deployment "dos and don'ts."

Julie Clugage, Chief of Staff, Education Market Platforms Group, Intel
Emily Silver, Senior Manager, Marketing, PepsiCo
Ahsiya Posner Mencin, Ph.D., Director, PULSE Volunteer Partnership, GlaxoSmithKline plc

Moderator:
Deirdre White, CEO, CDC Development Solutions

 
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