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The 35th Bi-Annual Corporate Affiliates
ACHIEVING RESULTS Executive Workshop
January 24 & 25, 2018
Pointe Hilton Squaw Peak Resort Phoenix, AZ
Facilitated by Bruce Piasecki President and Founder of the AHC Group, Inc.
Agenda
www.ahcgroup.com
Save the Date 36th Corporate Affiliates meeting on June 20-21, 2018
Welcome Information
January 23, 2018 Affiliate Registration and
Networking Cocktail Reception 5:30 PM – 7:00 PM
Palacio Lounge
Join us for drinks and hors d’œuvres
at the AHC Group Welcome Reception.
January 24, 2018 Networking Cocktail Reception
5:30 PM – 7:00 PM
Palacio Lounge
Join us for drinks and hors d’œuvres.
.
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Wednesday, January 24
Workshop 1: Competing on Sustainability 8:00AM – 12:00PM, Palacio - Horizon Chair: Ken Strassner, AHC Group Senior Associate
9:30 – 10:15
Dawn Rittenhouse, DuPont
“Competing on Sustainability: A Career Retrospect”
15 minute break: peer to peer networking
10:30 – 11:15
Skiles Boyd, DTE Energy
“Addressing the Climate Issue: DTE’s Plans and Actions”
11:15 – 12:00
Catherine Greener, Xantera Parks Resorts
“Competing on Sustainability: Advances at Xanterra and the
Parks and Resorts Industry”
8:00 – 8:30
Welcome from Bruce Piasecki, AHC Group President, and Workshop Chair
8:30 – 9:30
Steve Shestag, Boeing
“Boeing and the Environment”
3
Interactive Panel Discussion with:
Katherine Sierra, Non-Resident Fellow, Brooking Institution
John Streur. CEO, Calvert Research and Management
4
Ken Strassner is an honors graduate (Magna cum Laude) of Yale College (1968) and
of Yale Law School (1974). Prior to joining Kimberly-Clark in 1976, Mr. Strassner
served as an officer in the U. S. Navy, practiced with a Washington, D.C. law firm and
served as Executive Assistant to the Assistant Secretary of Labor for Occupational
Safety and Health. Mr. Strassner’s legal specialties include U.S. and international
environmental and energy law, product safety matters and occupational safety and
health requirements.
In 1988, Mr. Strassner was appointed Vice President-Environment and Energy,
Kimberly-Clark Corporation, responsible for formulation of corporate policies and
management of the Corporation's technical support staffs in both areas. From 2004
to 2008, Ken served as Vice President - Global Environment, Safety, Regulatory and
Scientific Affairs for Kimberly-Clark. In 2009, Ken became a Senior Associate at the
AHC Group after retiring from Kimberly-Clark.
Ken Strassner
Senior Associate
Wednesday, January 24 8:00 AM – 12:00 PM
Workshop 1
Competing on Sustainability Ken Strassner, Chair
To see Ken’s key career accomplishments please visit
http://www.ahcgroup.com/c29/Ken-Strassner-c139.html
For a video of Ken Strassner, go to
http://corporateconsultinggroup.com/
Workshop #1
Competing on Sustainability 5
Boeing and the Environment Steve Shestag
Introduced by: Sandra Beach Lin, AEP
Steve Shestag
Director of Environment
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Competing on Sustainability Dawn Rittenhouse
Introduced by: Elizabeth Tate, Johnson Controls or Richard Ellis,
Walgreens Boots Alliance
Dawn Rittenhouse
Director of Sustainable Development
Workshop #1
Competing on Sustainability
Workshop #1
Competing on Sustainability 7
Addressing the Climate Issue: DTE’s Plans and Actions
Skiles Boyd Introduced by: Doug Hartman, First Energy
Skiles Boyd
Vice President Environmental Management & Resources
Skiles Boyd is vice president of environmental management and resources for DTE Energy
(NYSE:DTE), a Detroit-based diversified energy company involved in the development and
management of energy-related businesses and services nationwide. Its operating units include an
electric utility serving 2.2 million customers in Southeastern Michigan and a natural gas utility
serving 1.2 million customers in Michigan. The DTE Energy portfolio includes non-utility energy
businesses focused on power and industrial projects, natural gas pipelines, gathering and storage, and
energy marketing and trading. As one of Michigan’s leading corporate citizens, DTE Energy is a
force for growth and prosperity in the 450 Michigan communities it serves in a variety of ways,
including philanthropy, volunteerism and economic progress.
Boyd is responsible for managing the company’s environmental issues which include setting
environmental policy, representing the company on environmental issues with the public and in
environmental regulatory and legislative development, coordinating environmental studies and
conducting environmental audits. He manages a department of approximately 70 people. Boyd has
worked in DTE’s environmental department for over 30 years.
Boyd earned a bachelor of science degree in environmental resource management from Pennsylvania
State University and a master of business administration degree from Wayne State University.
Boyd is active on the Environmental Council of the Electric Power Research Institute, the
Conference Board’s Chief Environmental Health and Safety Officers’ Council (Chairman), the Air
and Waste Management Association, and the Business Environmental Leadership Council of the
Center for Climate and Energy Solutions. He is on the Environmental Committee of the Edison
Electric Institute, and on the board of the Council of Great Lakes Industries. In 2015, Boyd received
the EEI Tony Anthony Award for member unity.
Workshop #1
Competing on Sustainability 8
Competing on Sustainability: Advances at Xanterra and the Parks and Resorts Industry
Catherine Greener Introduced by:
Catherine Greener
VP Sustainability
Workshop #1
Competing on Sustainability 9
Competing on Sustainability Panel Katherine Sierra
Katherine Sierra
Non-Resident Fellow
Sierra’s research covers the international climate change architecture, with a specific focus on the
effectiveness of climate finance. Recent policy papers focus on Green Climate Fund and the ways that
international climate finance can catalyze private investment for low emission and climate resilient
development. She also focuses on sustainable infrastructure and green growth, contributing to G-20
discussions on infrastructure in Africa and on opportunities after the Arab spring.
As vice president for sustainable development, Sierra oversaw the Bank’s global environment,
infrastructure and agricultural activities and led its climate change strategy—including creation of the
$6.5 billion Climate Investment Funds. These funds leverage the private sector in the deployment of
new technologies and support changes in public investment profiles to support green development.
Sierra broadened the Bank’s climate change strategy to tackle adaptation and focus on agriculture,
water, eco-system and urban sectors and the impact on the least developed countries. She was the
Bank’s spokesperson on climate change, and represented it at the United Nations Framework
Convention on Climate Change high level meetings and at the G-8 and G-20 on climate and
environment issues. She is a frequent speaker on the issues surrounding development and climate
change.
As vice president, Sierra oversaw the World Development Reports on Climate Change (2010), Economic
Geography (2009), and Agriculture (2008). She was chair of the Consultative Group for International
Agriculture Research, and led the major reform of that institution which was approved in 2009. She has
served in various executive roles throughout the World Bank, including vice president for
infrastructure and for human resources. Ms. Sierra has considerable country experience in East Asia,
including managing the urban and environment program for China, and in Latin America, focusing in
particular on infrastructure.
Ms. Sierra is an independent Board Director for the Global Infrastructure Hub which was created by
the G-20 to advance public and private investment in infrastructure. Ms. Sierra serves on the advisory
council for the Ingersoll Rand Center for Energy Efficiency and Sustainability. Sierra is a member of
the Joint Institute for Strategic Energy Analysis Advisory Council and has served on the National
Research Council, Policy and Global Affairs Division Oversight Committee. She chairs the Jury which
awards the World Environment Center’s Gold Medal for Corporate Sustainability Leadership.
Katherine Sierra is a nonresident senior fellow
in Global Economy and Development at
Brookings who focuses on climate change, with
a particular emphasis on the issues and policies
in the developing world. Ms. Sierra has more
than 30 years experience as a development
professional, previously serving as a senior
executive at the World Bank.
Workshop #1
Competing on Sustainability 10
Competing on Sustainability Panel John Streur
John Streur is President and Chief Executive Officer of Calvert Investments, Inc., an investment
management firm that specializes in responsible and sustainable investing across global capital
markets. Calvert serves all types of investors through its family of mutual funds and separate
accounts. He is also President and a Trustee of the Calvert Funds and a Director of Calvert
Foundation and member of its Executive Committee.
Mr. Streur began to focus his energy exclusively on responsible and sustainable investing in 2012, as
President, Director and Principal of Portfolio 21, a boutique investment management firm
specializing in global environmental investing. Previously, John spent 20 years at Managers
Investment Group LLC (and its predecessor), a firm he co-founded and where he served as President,
CEO and Chair of the Investment Committee. John was also President and Trustee of the firm’s
fund family, Managers Funds and Managers AMG Funds. Managers Investment Group LLC grew to
over $30 billion in assets under management and offered investment strategies across global equity,
debt and derivative markets. John has managed socially responsible investments at the request of
institutional clients, including public funds, religious institutions, and college and university
endowments since 1991.
Mr. Streur is currently a Director on the Board of the Environmental Media Association, whose
mission is to motivate the entertainment industry to educate the public about environmental issues
and sustainability through all forms of media. Mr. Streur is a graduate of the University of
Wisconsin (Bachelor of Science, College of Agriculture and Life Sciences), where he also competed
nationally and internationally as a member of the University's Rowing Team and as a member of the
United States National Rowing Team. He and his wife Mary have four adult children.
John Streur
President and Chief Executive Officer
2:45 – 3:30
Richard Ellis, Walgreens Boots Alliance
“Coalition of Corporations in Response to Disaster”
3:30 – 5:00 Interactive Panel Discussion with:
Bill Cobb, VP Environmental Services, Sustainable Development, Freeport McMoRan
Gabe Wing, Director of Safety and Sustainability, Herman Miller
Kevin Butt, Regional Environmental Director, Toyota
1:00 – 1:45
Bruce Klafter, Flex
“Flex: Recent Material Analysis Reviews and Our Responses”
1:45-2:30
Jessica Wollmuth, CH2M
“Collaborating on Supply Chain Materiality”
Wednesday, January 24
15 minute break: peer to peer networking
Workshop 2 Emerging Issues ~ Using Market Power to
Influence Supply Chains: Intended and Unintended
Consequences and Implications 1:00 PM-5:00 PM, Palacio - Horizon (1st Floor)
Chair: Gord Lambert, AHC Group Senior Associate
Wednesday, January 24
Emerging Issues
Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
Themes for discussion:
• What is best practice in engaging with suppliers on innovation and sustainability needs of your firm?
• Does a collaborative model work better than the established directive approach with suppliers? How does it enable an offer to a supplier that meets your social and sustainability objectives, does it offer greater price control and stability to the relationship?
• Looking around the room of participants, what are the latest supply
chain developments in Electronics, Auto-making, the Chemical industry and other segments present in this Corporate Affiliates membership?
• Finally, what have the companies in the room learned from the Apple
and Wal-Mart interventions into normal supply chain relationships? Without having the market presence of a Wal-Mart and Apple, what is a sensible improved approach to influence supply chains through market power?
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Wednesday, January 24 1:00 PM– 5:00 PM
Workshop 2
Emerging Issues ~ Using Market Power to
Influence Supply Chains: Intended and
Unintended Consequences and Implications Gord Lambert, Chair
Gordon Lambert
Senior Associate
Mr. Gordon Lambert retired from Suncor Energy on Jan 1 2015. He is currently the Suncor
Sustainability Executive in Residence at the Ivey School of Business and has established GRL
Collaboration for Sustainability as a consulting practice. He is an advisor and frequent speaker on
energy, the environment and innovation. He was instrumental in the creation of Canada's Oil
Sands Innovation Alliance (COSIA) and in 2014 was a speaker on Innovation and Collaboration at
the World Economic Forum in Tianjin China.
With Suncor Energy Gord served as the VP Sustainability and in 2013 he was appointed
Executive Advisor Sustainability and Innovation where he supported the CEO, senior executive
team and the Board of Directors.
He has 36 years’ experience in the energy sector including 17 years with Suncor, 2 years with
TransAlta and 15 years with Imperial Oil.
He is a current Board member of Alberta Innovates. He also serves on the CSR Advisory
Committee to Export Development Canada. He served in 2015 as one of 5 members of Alberta
Climate Leadership Expert Panel to the Environment Minister and the Premier and in 2016 he
Chaired the Alberta Climate Leadership Task Force on Technology and Innovation.
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Flex: Recent Material Analysis Reviews and Our Responses
Bruce Klafter Introduced by: Scott Tew, Ingersoll Rand
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
Bruce Klafter
VP, Corporate Social
& Environmental
Responsibility
Previously, Bruce leveraged his unusual blend of business, environmental and legal expertise to help
integrate sustainability strategy into Applied Materials' worldwide operations. Among other efforts, Bruce
created a safety culture initiative that helped reduce injury rates continuously over a seven-year timeframe.
He developed Applied's high-level sustainability policy and guiding principles, published the company's
first non-financial external reports, initiated an award-winning product energy efficiency strategy and led
the formation of a social and environmental supply chain program. A highly effective communicator and
team leader, Bruce served as the principal spokesperson for Applied's sustainability programs and played a
key role in numerous industry and professional development efforts.
Prior to joining Applied Materials, Bruce had a distinguished legal career in public and private practice,
specializing in environmental and natural resources law. Bruce began his legal career as a California
Deputy Attorney General, representing various state agencies, including the Water Resources Control
Board, the Air Resources Board, Parks and Recreation, Fish and Wildlife and others. Bruce also practiced
law for a number of years with Orrick, Herrington & Sutcliffe, a top 100 U.S. law firm. Among his
specialties, Bruce was a recognized expert in transactional due diligence. Bruce continues to be a member
in good standing with the California Bar.
Bruce has been active with numerous organizations in leadership roles, e.g. Sustainable Silicon Valley
(Advisor); Silicon Valley Leadership Group (Executive Advisor); Acterra (Board Member); Association of
Climate Change Officers (Advisor); State Bar Environmental Law Section (former Chair and Advisor);
Presidio Graduate School (Expert in Residence).
Bruce received a B.S. from Tufts University and his law degree from the University of California-Davis.
Bruce has also been certified in Fundamentals of Sustainability Accounting (Level I) by the Sustainability
Accounting Standards Board and as a Sustainability Associate by the International
Society of Sustainability Professionals.
Bruce Klafter is a respected leader in environmental,
health and safety (EH&S) and sustainability circles. In
2013 he joined Flex, a socially-responsible, global leader
in design, manufacturing, distribution and aftermarket
services, to provide strategic direction to the Company's
social and environmental responsibility initiatives. His
role includes regular consultation with senior
management on sustainability and EH&S matters,
including participation in the Compliance Council and
facilitation of the Corporate Sustainability Leadership
Committee (CLSC).
15
Collaborating on Supply Chain Materiality Jessica Wollmuth
Introduced by: Veli Ivanova, Ernst & Young
Jessica Wollmuth
Sustainability Consulting
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
16
Coalition of Corporations in Response to Disaster Richard Ellis
Introduced by: Sandy Nessing, AEP
Richard Ellis,
VP Corporate Social Responsibility
Richard Ellis is the Director of Corporate Social Responsibility at the Alliance Boots Group.
Richard has spent the past 30 years working for a range of Companies on all aspects of the CSR
agenda.
The early part of his career was spent in Banking before becoming involved in CSR after the Inner
City riots of the early 1980s. After this involvement he held CSR related positions at HSBC, TSB,
British Aerospace and ran his own CSR consultancy for five years.
In 2003 he joined Boots and became responsible for all the Company’s CSR activities. Following the
merger between Boots and Alliance UniChem and the subsequent Private Equity Buy Out he was
appointed into his current role.
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
17
Emerging Issues Panel Discussion William Cobb
William Cobb
VP Environmental Services, Sustainable Development
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
Bill Cobb is Vice President of Environmental Services and Sustainable Development at Freeport-
McMoRan Copper & Gold, the largest publicly traded copper-producing company in the world. Mr.
Cobb is responsible for an annual budget exceeding $300 million and a diverse team of approximately
350 people engaged in:
• environmental compliance and environmental management system implementation,
• permitting and Environmental Impact Statements for new projects,
• life cycle analysis of mining facilities,
• environmental technology development/implementation,
• community/social responsibility and engagement,
• human rights impact assessment and implementation of UNGP
• ethical investor/SRI analyst engagement
• corporate-wide reporting under the GRI, CDP and development of the company’s
annual Sustainable Development report
• management of the company’s efforts on Product Stewardship,
• closure and reclamation of existing mining operations,
• management and redevelopment or sale of discontinued operations, and
• remediation of historic environmental liabilities in 27 states.
Bill Cobb joined Phelps Dodge Corporation (Freeport-McMoRan predecessor) in 2004 as Director –
Environmental Affairs; prior to that he was a consultant for 20 years. He spent 13 years at CH2M
HILL where he served 3 years as Vice President and Global Director of CH2M HILL’s environmental
services to the mining, minerals, metals industries; transportation sector (airlines, railroads,
airports/ports); general manufacturing, and aerospace industries. He also was engaged in environmental
and project development activities with a mining company from 1979 through 1984.
Mr. Cobb is in his fifth year serving on EPA’s Financial Advisory Board.
He has a B.S. in Chemical Engineering and M.S. in Mineral Economics from
Colorado School of Mines.
18
Emerging Issues Panel Discussion Gabe Wing
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
Gabe Wing
Director of Safety and Sustainability
Gabe Wing is responsible for managing Herman Miller’s sustainability efforts, which include
product design, environmental footprint reduction and safety. Mr. Wing has played an
important role in developing Herman Miller’s environmental policies since he joined the
company in 2001. Among his contributions is the integration of sustainable design principles
into the company’s innovation processes. Mr. Wing also works closely with key materials
suppliers to support the development of innovative products that maximize positive
contributions to people and the planet. In addition, he leads CEU-accredited training sessions,
based on the principles of sustainable product design, for architects, designers and engineers.
Mr. Wing received a BS degree from the University of Michigan and an MS from Michigan
State University, both degrees in chemical engineering.
From 2002 to 2010, he was a member of the Materials and Resources Technical Advisory
Group of the U.S. Group Building Council. He was appointed to Michigan’s Green Chemistry
Roundtable in 2008.
19
Emerging Issues Panel Discussion Kevin Butt
Workshop #2
Emerging Issues ~ Using Market Power to Influence Supply Chains:
Intended and Unintended Consequences and Implications
Kevin Butt
Regional Environmental Director
Mr. Kevin Butt is the Regional Environmental Director of Toyota’s North American
Environmental Programs. He is responsible for the development of Environmental Programs
and Regulatory/Legislative development for all of Toyota’s North American operations.
Prior to Mr. Butt’s current assignment he was the General Manger/Chief Environmental and
Safety Officer for Toyota Motor Engineering & Manufacturing for all of Toyota’s Manufacturing
operations. Prior to that assignment Mr. Butt was the Assistant General Manager of Body
Production Engineering for Toyota Motor Manufacturing North America, Inc., (TMMNA). He
is responsible for Body Engineering for all Toyota’s North American manufacturing operations.
Body Engineering consists of Welding, Stamping, and Painting Operations.
Mr. Butt has served as Chairman of the Association of International Automobile
Manufacturing’s Stationary Source Committee. He has also served in the same capacity for the
Alliance for Automobile Manufacturers. Mr. Butt was appointed by Ms. Carol Browner, EPA
Administrator to serve on EPA’s Common Sense Initiative.
Mr. Butt serves on several boards including the National Wildlife Habitat Council, Newport
Aquarium WAVE Foundation, Kentucky Fish and Wildlife Foundation, World Wildlife Fund
National Council, and the North American Great Plains Advisory Board.
Mr. Butt has a Bachelors of Science degree in Environmental Science from Georgetown College.
8:00 – 8:15
Welcome from Workshop Chairman
8:15 – 9:00
Matt Patsky, Trillium Asset Management
“Trillium Asset Management: Sustainable Opportunities &
Shareholder Engagement”
9:00 – 9:45
Chris Hagler, Ernst & Young
“Is Your Reporting as Broad as the Value You Create?”
10:00 – 10:45
Libby Bernick, Trucost
“Positive Impacts and Total Value”
10:45 – 11:30
Sara Osterman, Masco
Todd Fein, Green Diamond
“Masco’s Journey to Sustainability: Challenges and Opportunities”
11:30 – 12:00
Interactive Panel Discussion with:
Chris Chambers, Manager Sustainability Programs, Freeport McMoRan
Others TBD
Thursday, January 25
20
15 minute break: peer to peer networking
Workshop 3: Delivering on the Bottom Line 8:00 AM – 12:00 PM, Palacio - Horizon (1st Floor)
Chair: Michael Spanos, AHC Group Senior Associate
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Thursday, January 25 8:00 AM – 12:00 PM
Workshop 3
Delivering on the Bottom Line Michael Spanos, Chair
Michael Spanos
Senior Associate
Michael is the Founder & Managing Director of Global Sustain, an Expert Advisor to the European
Commission on the Sustainable Development Goals (SDGs), an AHC Group Senior Associate, a
member of the secretariat of the United Nations Global Compact Network and of the Advisory
Board of the CEO Clubs in Greece.
Michael is a corporate executive with extensive hands-on entrepreneurial experience in
sustainability, corporate responsibility, management consulting, investments and business
information with exceptional communication and networking skills and a demonstrable track record
of delivering sustainability and business development solutions. Michael is an accomplished project
manager, accustomed in working in international and multi-cultural environments, with solid
analytical and quantitative skills and strong synthesis and strategic thinking ability. He is an expert
in representing initiatives in high-profile settings and venues with outstanding stakeholder
engagement skills and the ability to build meaningful and long lasting relationships with clients and
partners.
Since 2006, Michael is the Managing Director of Global Sustain, providing leadership in
sustainability strategy issues, corporate responsibility measurement and reporting, supporting
sustainability activities, assisting companies in improving sustainability performance and
recognition through metrics/indices, awards and initiatives, serving as the critical link for the
formation of external partnerships with NGOs/foundations, think tanks, institutions, governments,
and other businesses to accomplish sustainability objectives. He is also engaged in organising
sustainability conferences and training events and offering practical guidance to companies on the
implementation of responsible investment practices. He presents in international events and
produces international publications on responsible investments, sustainable leadership, innovation,
globalization and other sustainability issues.
22
Michael collaborates with sustainability driven international organisations such as the UN-backed
Principles for Responsible Investment (PRI), the United Nations Global Compact, the Global
Reporting Initiative (GRI), the European Commission & Parliament, the Academy for Business in
Society (ABIS), the EFQM, and the CEO Clubs International.
In the past he has held senior positions in a venture capital firm and an investment firm engaging in
business plans for private investments, company feasibility and valuation, business training and
project management. For five years, Michael also worked for the ICAP Group, the largest business
information and consulting firm in South-East Europe, as Senior Manager in risk management and
regulatory compliance projects. Michael holds an MBA and a diploma in Production Engineering
and Management and speaks English, French and Greek.
Global Sustain means Global Sustain Ltd. (registered in London, UK), Global Sustain GmbH (registered in
Berlin, Germany) and Global Sustain SA (registered in Athens, Greece). Global Sustain is a registered
trademark.
23
Trillium Asset Management: Sustainable Opportunities & Shareholder Engagement
Matt Patsky Introduced by: Gabe Wing, Herman Miller
Workshop #3
Delivering on the Bottom Line
Matt Patsky
CEO
Matthew Patsky is CEO and a portfolio manager, leading our Sustainable
Opportunities strategy. He joined Trillium 2009, and has three decades of experience
in investment research and investment management.
Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989,
while covering emerging growth companies for Lehman, he began to incorporate
environmental, social and governance factors into his research, becoming the first sell
side analyst in the United States to publish on the topic of socially responsible
investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built
that firm’s research capabilities in socially and environmentally responsible areas such
as renewable energy, resource optimization, and organic and natural products. Prior to
joining Trillium, Matt was at Winslow Management Company in Boston, where he
served as director of research, chairman of the investment committee and portfolio
manager for the Green Solutions Strategy and the Winslow Green Solutions Fund.
Matt currently serves on the board of Environmental League of Massachusetts,
Shared Interest, and Pro Mujer. He recently served on the board of US SIF and Root
Capital. Matt is a member of the Social Venture Network (SVN). He is a Chartered
Financial Analyst. Matt holds a Bachelor of Science in Economics from Rensselaer
Polytechnic Institute.
24
Is the Reporting as Broad as the Value You Create?
Chris Hagler, Ernst & Young Introduced by: Edwin Makkinga, Enbridge
Chris Hagler
Executive Director, Climate
Change and Sustainability
Workshop #3
Delivering on the Bottom Line
Chris has more than 25 years of experience working with companies to help set strategy and improve
processes and systems. For nearly 10 years, Chris' work has focused on leveraging her business acumen
to create and implement effective corporate social responsibility (CSR) programs and connect them to
business strategy and purpose. Chris leads EY's United States Climate Change and Sustainability
Services practice in the Southeast and is the lead for the consumer products sector.
Chris brings extensive experience in developing methods and processes for collecting, reporting and
assuring environmental, social and governance (ESG) metrics. Using her extensive business experience,
she has worked with clients to use ESG information to develop and implement impactful strategies for
corporate social responsibilities. Chris is responsible for EY's Sustainable Transformation methodology
She has led the development and implementation of economic input-output lifecycle analysis project at
major financial services client. Chris also provides business case and sustainability strategy advisory
services to clients across multiple industries.
Previously, Chris was co-founder and managing partner of a boutique management consulting firm
focused on sustainability, where she drove creative strategies designed to help companies measure and
reduce their social and environmental impacts and effectively communicate results.
Prior to forming her own consulting firm, Chris was Global Managing Director, Strategic Services for a
multinational management consulting firm, where she led the development and expansion of service
offerings, including information management, human capital (change management) and supply chain.
Chris' experience also includes business process management and new technology development and roll
out.
Chris has worked with clients in a variety of industries including consumer products, hospitality, media,
financial services, utilities.
25
Positive Impacts and Total Value Libby Bernick
Introduced by: Bob Laux, International Integrated Reporting Council
Workshop #3
Delivering on the Bottom Line
Libby Bernick
Global Head of Corporate Business
Libby manages Trucost’s North American business, leading the regional team
responsible for Trucost’s programs for Financial Institutions and Corporates in North
America, and is a member of Trucost’s global senior management team. She manages
key accounts and is a strategic advisor to development banks, institutional asset
owners, foundations, and multinational corporations. Areas of special interest include
water-related risks for businesses and investors, carbon accounting in supply chains
and portfolios, and quantifying how environmental risks and natural capital
dependencies affect business value and financial performance.
She has worked for over 25 years integrating environmental information into business
decision-making processes, and has led the development and implementation of
numerous decision-support tools and programs. Prior business experience includes
multi-year assignments on new product development teams commercializing the
launch of greener products and as the environmental manager within a production
facility. An author of numerous articles and frequent speaker at international industry
events and forums, Libby an expert in environmental reporting, greener product
development, and environmental supply chain issues. Libby holds a M.A.S. in Civil
(Environmental) Engineering and a B.A. in Chemistry and Biology from the
University of Delaware. She is a licensed Professional Engineer and is LEED AP
accredited by the U.S. Green Building Council.
26
Masco’s Journey to Sustainability: Challenges and Opportunities Sara Osterman
Introduced by:
Workshop #3
Delivering on the Bottom Line
Sara Osterman
Manager, Health, Safety, and Environment
Sara Osterman is the Manager of Health, Safety, and Environmental (HS&E) at Masco Corporation,
a global leader in the design, manufacture and distribution of branded home improvement and
building products.
Since joining Masco in 2015, Sara has worked closely with Masco’s companies and leadership to
ensure that HS&E practices, processes and programs are effectively deployed across the enterprise
and comply with regulatory and company requirements. She leads Masco’s Carbon Disclosure and
Corporate Sustainability reporting initiatives, and supports leadership in their efforts to implement
best practices and eliminate or minimize HS&E risks throughout the organization.
Prior to joining Masco, Sara held the position of Director of EHS Systems and Compliance at
Masco Cabinetry, a subsidiary of Masco Corporation, for three years. She has also held
environmental, industrial engineering and production leadership roles at Chrysler, Visteon and Ford
Motor Company.
In addition to her more than 15 years of experience, Sara holds a Bachelor of Science and
Engineering from the University of Michigan.
27
Masco’s Journey to Sustainability: Challenges and Opportunities
Todd Fein Introduced by:
Workshop #3
Delivering on the Bottom Line
Todd Fein
CEO
Todd is a creative and driven executive, with a passion for sustaining people, profit, and planet.
Building on degrees in engineering and finance from the U Penn’s School of Engineering and
Applied Science and Wharton Business School, Todd has spent the past 20 years developing
management and technology solutions that bring innovation to performance.
Todd founded Green Diamond to help organizations achieve breakthroughs via the next generation
of business intelligence (BI), bringing people powerful, yet easy-to-use tools to integrate, analyze,
and decide how to maximize return and minimize risk across the balance of environmental, social,
and financial factors that determine optimal performance. In addition to his responsibilities as CEO,
Todd currently serves part-time as the lead for Green Diamond’s team working at the US
Department of State, where he previously served as the Franklin Fellow for Global Sustainability
Reporting to enable the Department’s Greening Diplomacy Initiative (GDI) under Secretary
Clinton and Undersecretary Kennedy.
Prior to Green Diamond, Todd founded and served as Director, COO, and CFO of CadenceQuest,
Inc. He also helped launch and served as Director of Operations and Corporate Development for
Cvent, and was a Manager at American Management Systems (AMS), now CGI, where he helped
build an environmental consulting practice and was part of a team whose work was nominated for
archival in the Smithsonian. His hallmark achievement was Tools for Environmental Management
and Protection Organizations (TEMPO), an enterprise-wide management system for sustainability
that he co-invented and that received the first patent in AMS’s 30-year history.
28
Workshop #3
Delivering on the Bottom Line
Chris Chambers
Manager Sustainability Programs
Christopher Chambers is Director of Sustainability Programs at Freeport-McMoRan Inc. where
he oversees implementation of a global sustainable development framework across the company’s
operations, including independent assurance, related external reporting and engagements with the
socially responsible investment community.
Prior to joining Freeport-McMoRan in 2008, he worked as Director of Investor Relations and for a
Fortune 500 engineering and construction firm where he managed corporate relationships with buy
side and sell side stakeholders. Earlier in his career he held positions of increasing responsibility in
the environmental consulting field where he conducted National Environmental Policy Act related
studies and project permitting for the oil and gas and commercial real estate sectors. Mr. Chambers
has experience managing multi-disciplined emergency response and recovery programs for federal,
state and commercial clients.
He is a two-time graduate of Louisiana State University, receiving an MBA from the E.J. Ourso
College of Business and a B.S. in Wildlife Science from LSU’s School of Renewable Natural
Resources.
Delivering on the Bottom Line Panel Discussion Chris Chambers
Workshop 4: Risk & Risk Reduction 1:00PM – 4:30PM, Palacio - Horizon (1st Floor)
Chair: Dwight Bedsole, AHC Group Senior Associate
3:00 – 3:45
Jim Shreve, CSSI
“Cost Dimensions in a Triple Bottom Line Approach”
3:45 – 4:30
Laura Tankenson, AB3 Safety, LLC
“Managing EHS Through Change”
1:00 – 1:15
Welcome Remarks from Workshop Chairman
1:15 – 2:00
Heather Morgan, AECOM
“Risk Reduction through Sustainable Infrastructure Projects”
2:00 –2:45
Debbra Johnson, UN International Strategy for Disaster Risk Reduction
“Techniques that Work in Disaster Risk Management:
Corporate Cases and Career Lessons”
Thursday, January 25
29
15 minute break: peer to peer networking
Group
30
Thursday, January 25
1:00PM– 4:30PM
Workshop 4
Risk & Risk Reduction Dwight Bedsole, Chair
Dwight Bedsole, AHC Group Senior Associate and former Business Director for the DuPont
Corporate Remediation Group chairs the “Site Remediation and Risk Reduction” workshop, as he
has done since 2001. The purpose of this workshop is to continuously improve and strengthen the risk
management skills of participants and to evolve a more effective business model for managing corporate
environmental liabilities. Workshops not only focus on best practices and new risk management tools
but identify and assess emerging issues that help to define program strategies. Over the years, it has
transformed to focus on a broader topic range which includes financial assurance, disclosure,
operational/enterprise risk, and sustainable remediation. Participants recognize that in the future there
will likely be a different approach to remediation and to be responsive to an even greater and more
complex challenge they must continuously fine-tune their management skill.
Dwight has presented testimony at state, federal and public hearings, participated in numerous state,
federal, and international industry forums as a presenter and panelist on issues related to Superfund,
RCRA, Cost/Benefit, Tort Reform, Brownfield's, Eminent Domain, NRD, Risk Assessment, Risk
Communication, Contaminated Sediments and Sarbanes Oxley. Dwight has also conducted numerous
industry benchmark studies, served on Corporate Advisory Boards and published articles in LexisNexis.
Before retiring from DuPont in 2008, Dwight spent 40 years in a variety of plant production ,
technical, R&D, project design/liaison, environmental and business management roles. Dwight
participated in the formation and startup of a 100% DuPont subsidiary — DuPont Environmental
Remediation Services (DERS) and formation of the DuPont Corporate Remediation Group. Dwight is a
graduate of Auburn University with a BS and MS in Chemical Engineering and a minor in Economics.
Dwight Bedsole
Senior Associate
31
Heather Morgan Water Resources Sustainability Lead
Risk Reduction through Sustainable Infrastructure Projects
Heather Morgan Introduced by: Normand Pellerin Canadian National
Workshop # 4
Risk & Risk Reduction
32
Debbra Johnson Member UN International Strategy for Disaster Risk Reduction
Techniques that Work in Disaster Risk Management: Corporate Cases and Career Lessons
Debbra Johnson Introduced by: Dale Sands
Workshop # 4
Risk & Risk Reduction
33
Jim Shreve
CEO & Founder
Nationally recognized engineering economist and cost segregation expert.
Devised systems and methods for an “Engineering-based” CSSI study for commercial property
owners in America. Improves economics of ownership in commercial property.
Developed Repair Regulation Analysis Process to satisfy 2014 Tangible Property Regulations and
implementation process for tax professionals for commercial property owners. Satisfies new
compliance and economics for ownership in commercial property.
Provided Economic Model to illustrate Tax and Accounting Cash Flow contribution to LED project
applications for Phillips lighting primarily focused on Auto dealerships.
Devised Economic Model to illustrate Tax and Accounting Cash Flow contribution to sustainability
projects. Illustrated and provided to Los Angeles Better Building Initiative (LABBI) to model to 90
building applications for sustainable project applications. Viewed as expert in this application for
LABBI.
Developed the LED economics model for investment in LED retrofit projects with leading
providers of LED lighting systems. Results reduce payback time for projects using tax and
accounting protocol for best cash flow results in project energy savings and tax accounting
economics for optimum project economic results. Created new economic decision tipping point for
property owners.
Cost Dimensions in a Triple Bottom Line Approach
Jim Shreve Introduced by: Charlie Daum, Edison Electric
Workshop # 4
Risk & Risk Reduction
34
Laura Tankenson
Owner/Managing Principal, AB3 Safety, LLC
Previous - Senior Vice President, Environmental Health &
Safety (EHS), NBCUniversal
Laura Tankenson is currently Owner and Managing Principal of AB3 Safety, LLC, an
environmental health and safety (EHS) consulting company, offering a full-range of EHS consulting
services including EHS strategy and culture development, auditing and management system
assessments, program development and implementation, and production safety services. Previously,
Laura served as Senior Vice President, Environmental Health & Safety (EHS) for NBCUniversal,
where she led the overall development, implementation, and management of EHS programs
throughout the organization. Laura’s global team oversaw all aspects of EHS compliance and
supported all divisions of the business, including Broadcast and Production facilities, Owned
Television and Telemundo Stations, News, Sports, Cable, Television and Feature Production, Live
Theater, and Theme Parks. During her 25+ year tenure, sites and productions across NBCUniversal
implemented numerous “best in class” EHS programs and achieved impressive reductions in injury
and illness rates.
Prior to her Senior Vice President role, Laura served as Vice President, Environmental Health and
Safety for all NBC global EHS operations. While in this position, Tankenson successfully managed
the 9-11 EHS response; anthrax clean up at 30 Rock; and Telemundo and Universal due diligence
and integration activities.
Laura is a recent “empty nester” who has two daughters and lives in Agoura Hills, CA with her
husband Dave.
Managing EHS Through Change Laura Tankenson
Introduced by: Linda Froelich, FMC
Workshop # 4
Risk & Risk Reduction
Bruce Piasecki
President &
Founder
The
AHC Group
Dwight Bedsole
Senior Associate
Ken Strassner
Senior Associate
Gordon Lambert
Senior Associate
Michael Spanos
Senior Associate
For more on AHC Group visit www.ahcgroup.com
Marti Simmons
Corporate Affiliates
Director
Tim Lindsey
Senior Associate
Valerie Oropallo
Associate & Outreach
Leader
Strengths in:
Oil & Gas ∙ Chemical ∙ Mining ∙ Utility ∙ Food ∙
Engineering ∙ CEO & Profit and Loss Executives
2018 AHC Group Corporate Affiliate Members
An AHC Group Training Workshop
Confirmed and Invited Speakers
Workshop 1 Competing on Sustainability Chair: Ken Strassner, AHC Group Senior Associate, [email protected]
AHC Group Corporate Affiliates Workshop 36th Biannual “Achieving Results” Workshop
June 20-21, 2018 • Saratoga Springs, NY
Danielle Menture, VP Global Safety and the Environment, Merck, “Merck’s Sustainability Journey: Creating Business Value”
Paige Goff, VP Sustainability, Domtar, “Making Sustainability a Core Business Objective: Domtar’s Approach”
Gabe Wing, Director of Safety and Sustainability, Herman Miller, “Reframing Herman Miller’s Sustainability Message”
Jon Mitchell, Director of Environment & Sustainability, Cenovus, “Chairing Teams on Change” (tentative)
Non-Affiliate members can enroll for $2,695 online at http://www.ahcgroup.com/Upcoming-Business-Leadership-Seminars-c52.html.
For questions please contact Marti Simmons at 518-583-9615 or [email protected].
Workshop 2 Emerging Issues Chair: Gord Lambert, AHC Group Senior Associate, [email protected]
Ken Strassner and Tim Lindsey, AHC Group Senior Associates, “Implementing Sustainability in Culture: Lessons from Recent Group Experience”. Content to summarize the results of an affiliates’ survey and the discussions from AHC’s Energy Competitive sessions.
Chris Chambers, Manager Sustainability Programs, Freeport McMoRan, “Corporate Human Rights”
John Hoekstra, VP Sustainability & Cleantech Services, Schneider Electric, “A New Approach to Climate Leadership: Ensuring Success with Science-Based Targets”
Workshop 3 Delivering on the Bottom Line Chair: Michael Spanos, AHC Group Senior Associate, [email protected]
Sebastian Vanderzeil, Research Analyst, Cornerstone Capital Group, “Corporate Risk and ESG Trends: The State of Play”
Robert Jenkins, Global Head of Research, Thomson Reuters Wealth Management/Lipper, “ESG Research and Data”
Bob Laux, North American Lead, International Integrated Reporting Council, “Framework for Multi-capital Results”
Panel Discussion: TBD
Workshop 4 Risk Reduction Chair: Dwight Bedsole, AHC Group Senior Associate, [email protected]
Michael Anderson, President, Glenn Springs Holdings, “How Best to Discuss Risk with Senior Management” (tentative)
Normand Pellerin, Assistant VP, Canadian National, “Managing Risk Reduction”
Sandy Nessing, Managing Director, Corporate Sustainability, American Electric Power, “The New Realities in Risk Management”
Workshop Registration and Accommodations Corporate Affiliate Members are encouraged to enroll up to 3 executives to AHC Group workshops under an existing annual membership of $12,500. Non-Affiliate individuals can enroll for $2,695. Visit www.ahcgroup.com to enroll or contact Marti Simmons at 518-583-9615 or [email protected].
Hotel accommodations: The Saratoga Hilton
534 Broadway, Saratoga Springs, NY 518-584-4000 www.thesaratogahotel.com.