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ESG & CSR Practitioner Summit

September 2-3, 2026 | Philadelphia, PA

Agenda

Wednesday, September 2

9:45 AM

Registration, Networking, and Refreshments

10:30 AM

Welcome and Introduction

10:45 AM

Peer-Led Vendor* Clinic

ESG and CSR vendors: What are we using, what works, and what doesn’t?

*We are a vendor-free community, so these “vendor clinics” are a special opportunity to dig-in, ask tough questions, and get candid feedback — not a sales pitch.

Open, peer-led discussions where you can find workarounds and share successes (and frustrations) with the ESG & CSR tool integral to your program’s success. If you aren’t a customer but are considering an investment in a particular vendor, you can get an honest assessment from other brands who use the tool. In this clinic, we’ll focus on:

  • Workiva
  • Persefoni
  • Watershed
  • Metrio
  • Benevity
  • YourCause
  • Bonterra/CyberGrants
  • WizeHive/Bright Funds
  • CSR without a giving/volunteering platform

11:15 AM

Break

11:20 AM

Panel

Demonstrating the ROI: What can sustainability and social impact learn from each other?

11:50 AM

Lunch Discussion

1:00 PM

Break

1:10 PM

Case Study

Grant Application Review: Putting Employees in the Driver’s Seat


Wesley Touhy & Jenna Gregory, Motorola Solutions

Engaging employees in grant decisions can transform how your workforce connects to your company’s impact mission, but getting there requires the right balance of structure and autonomy. Join Wesley Touhy and Jenna Gregory of Motorola Solutions as they break down how they run a successful 300+ participant grant review program and share scalable steps any company can implement to expand employee influence in grantmaking.

Case Study

Sustainability Strategies that Engage and Serve the Business


Rachel Grunberg & Casey Velazquez, The Hershey Company

Designing and implementing an enterprise sustainability strategy requires cross‑functional engagement, disciplined execution, and a clear link to business resilience. Hear from Rachel Grunberg, Director of Environmental Sustainability and Casey Velazquez, Manager, Sustainability Reporting & Planning at The Hershey Company on how they worked across the organization to build a commitment framework that supports long‑term performance and value creation.

Case Study

The New Reality of SBTi Submissions


Christine Daugherty & Anna DeRoque, Conagra Brands

The Science Based Targets Initiative (SBTi) is only getting more complex, especially for companies exposed to FLAG requirements. Join Christine Daugherty and Anna DeRoque from Conagra Brands as they talk about how they landed on the decisions and processes they needed to submit ambitious goals that serve their business, not slow it down.

1:40 PM

Break

1:55 PM

Case Study

From Disruption to Engagement: Building a Global Volunteer Movement


Val Collado at Avantor Sciences

Amid a period of significant organizational change—including leadership transitions, restructuring, and evolving ways of working—Avantor launched a global Community Impact program as an opportunity to engage employees and strengthen its culture. Since September 2022, the program has driven consistent double-digit growth in participation year over year. Join Valerie Collado, Director of Community Impact and Communications at Avantor Sciences, for an inside look at what it takes to design, launch, and scale a volunteer strategy that resonates—and endures—through change.

Case Study

Tackling Sustainability Through the Corporate Legal Lens in 2026


Karen Garnett at Charles Schwab

Ever wish that you could get inside your legal department’s head? Now’s your chance. Join Karen Garnett, Head of ESG Policy and Reporting at Charles Schwab (and lawyer by training) as she breaks down the competing priorities and risks running through your inside counsel’s head whenever ESG gets mentioned. Hear her tips for fostering collaboration and alignment as the regulatory and litigatory landscape continues to rapidly change.

Case Study

Building out Product Carbon Footprinting


Catherine Zimmerman & Melissa Putnam, Ingredion

Getting credible, assurable product-level carbon data for all our customers takes a full team effort to get systems and technology in place. Hear from Catherine Zimmerman and Melissa Putnam from Ingredion as they share how they built out a new product carbon footprint strategy and key lessons they learned along the way.

2:25 PM

Break

2:40 PM

Case Study

Building a New Signature CSR Program with Environmental Impact


Julie Lata, Everpure

The process of assessing and overhauling your existing giving strategies stresses out every CSR leader, especially when it comes to selling leaders and colleagues on a new signature vision. Come hear how Julie Lata, Director of Social Impact at Everpure and her team designed, built, and launched a new signature program to drive new impacts around environmental sustainability, and the lessons they learned along the way.

Case Study

Water Replenishment as a Maturity Driver for Sustainability


Jami Haaning, Lam Research

Water replenishment programs represent some of the most advanced sustainability efforts large companies are committing to today. Join Jami Haaning from Lam Research as she shares how her team is building out new water replenishment strategies and the lessons they’ve learned that can help everyone build bold new sustainability initiatives.

Case Study

Standing Up a Brand-New Corporate Foundation


Christy Blashock, Erie Insurance Group

Corporate foundations have their pros and cons, but when you decide to do one, what does that entail, really? Join Christy Blashock from Erie Insurance Group as she relates their process for standing up their new corporate foundation, the unexpected challenges, and how it’s changing the way they benefit Erie’s people and communities.

3:10 PM

Networking Break

3:40 PM

Case Study

Demonstrating the Business Value of Social Impact


Brandon Ruffin at CDW

Aligning social impact initiatives with business goals has never been more critical. Proving the value of Social Impact won’t work with a single-prong approach. Instead, it takes integrating across the business with messaging adapted to different internal stakeholders. Join Brandon Ruffin, Social Impact Manager at CDW, to learn practical ideas for connecting social impact initiatives to business priorities while advancing digital opportunity and empowering coworkers. Discover creative and actionable ways to engage your workforce and partners.

Case Study

Embedding Your Sustainability Mission Across the Enterprise

Case Study

Navigating the Ever-Changing ESG Regulatory Landscape

4:10 PM

Break

4:25 PM

Case Study

Integrating Global Impact for Business ROI


Virginia Nguyen, QVC

Driving business value through social impact requires more than siloed CSR, DEI, and community programs—it takes a unified strategy aligned to business priorities. Join Virginia Nguyen, Chief Diversity & Impact Officer at QVC as she breaks down how bringing these functions together under a single Global Impact strategy and team has accelerated impact, improved business results, and strengthened executive buy-in, along with lessons learned for making integration work in practice.

Case Study

Integrating Social Impact and Environmental Sustainability Strategies


Jill Davies, Best Buy

As corporate responsibility work grows more strategic and sophisticated, how can we pursue community investments and environmental commitments in a holistic way? Join Jill Davies from Best Buy as she explains how they are thinking about the business value of CSR, sustainability, and deepening a long-standing culture of responsibility.

Case Study

Building an EPR Strategy (Without Losing Your Mind)

4:55 PM

Adjourn

5:00 PM

Drinks Reception and Members-Only Dinner

Following our afternoon of conversations and case studies, we’ll all go out for a fantastic dinner together. It’s a perfect opportunity to connect with your fellow members before a big day of brainstorming, discussion, and collaboration.

Thursday, September 3

8:00 AM

Breakfast Discussions

The conversations over coffee and eggs at this event are often more lively than any other conference’s happy hour. You’ll want to be here bright and early (and on time). 

8:50 AM

Break

9:00 AM

Workshop

Communicating Sustainability with Honesty and Urgency


Nyna Saenz, Constellation Energy

If employees and executives can’t explain why sustainability matters to them, our work is in trouble. Join Nyna Saenz from Constellation Energy for a conversation about how we are communicating with our companies about the value of our work.

Workshop

Finding the Right Mix: Balancing Broad Reach and Deep Investment


Dora Zapata, McKesson

Every corporate giving program faces the same question: is it better to spread funding across many organizations or make fewer, larger investments? Join Dora Zapata of McKesson to talk through how to determine the right mix of grants, balance competing priorities, and align funding decisions with both community needs and organizational goals – all while building a grant strategy that delivers meaningful results.

Workshop

Corporate Community Partnerships 2.0


Alvin Abraham & Deedra Moe, ExxonMobil

When you go beyond passing funds on to community partners, and invest more in building organizations, programming, and community capacity directly, you can advance your impact, but also increase your workloads. Join Alvin Abraham and Deedra Moe from ExxonMobil to talk out how we’re going beyond grantmaking in a scalable, measurable way.

Workshop

Cross-Corporate Collaboration and Partnership Opportunities


Andrea Davis, Z Zurich Foundation

What are the best ways for corporate philanthropists to combine forces to support our most impactful community partners? Join Andrea Davis from the Z Zurich Foundation to share opportunities, find potential partners, and talk out the obstacles that make corporate coalition-building so difficult.

9:30 AM

Break

9:45 AM

Workshop

Getting From Just Started to Something Real with AI and ESG


Emily Thomas, J.M Huber

Every leader in every professional workspace has pressure to figure out how AI can change their work for the better, but what have we found so far that can improve sustainability measurement, disclosure, and performance? Join Emily Thomas from J.M. Huber to talk out what we’re trying, what we’ve learned, and how we can move forward on AI and ESG.

Workshop

Getting Skill-Based Volunteering Right

Our companies are full of brilliant leaders and deep subject matter experts, connecting them to our communities is a high-value opportunity. How do we keep it from being even higher effort? As high touch, high impact but generally low numbers, how do we keep leaders engaged in this valuable effort? Join one of our long-standing members (TBA), to talk about how to build and improve our efforts.

Workshop

Beyond the Check: Low-Cost, High-Impact Community Engagement


Sophia Curcio & Andrea Patton, The Campbell’s Company

Strong community partnerships aren’t always built through larger grants or bigger budgets. Join Sophia Curcio and Andrea Patton of The Campbell’s Company to exchange practical, repeatable ideas for deepening relationships with nonprofit partners, engaging communities, and creating lasting value beyond traditional giving.

Workshop

Sustainability Scenario Planning for the Next U.S. Election Cycle

The next U.S. election could impact the landscape for corporate sustainability, making proactive planning more important than ever. Join one of our expert members (TBA) to discuss how sustainability teams are preparing for a range of political outcomes, including who needs a seat at the table, the key factors they’re monitoring, and what sustainability leaders should be doing now to prepare for what comes next.

10:15 AM

Break

10:30 AM

Workshop

Moving ESG Initiatives Forward with Limited Resources


Nicole Speciale, Petco

Growing an ESG program doesn’t always mean you get to grow your team or budget. It requires finding creative ways to maximize resources, build cross-functional partnerships, and maintain momentum. Join Nicole Speciale at Petco as she shares how she advances their ESG strategy as a small but mighty team, including practical lessons on prioritizing initiatives, leveraging internal partners, and making meaningful progress with limited resources.

Workshop

Employee Giving: Innovations and Persistent Issues


Krista Ortewin & Annie McGeary, Olympus

When it comes to employee engagement, volunteering gets a lot of attention, but employee giving can generate huge impacts for our partners (and work for our teams). Join Krista Ortwein and Annie McGeary from Olympus to talk about ways we’re improving participation, the things that keep stalling our efforts, and the solutions we’re trying next.

Workshop

Building Ecosystems of Community Support


Ashley Pratt, Mayo Clinic

Complex community challenges can’t be solved by any single organization. Across healthcare, nonprofits, government, academia, and business, many stakeholders are already working toward similar goals—but often in parallel rather than together. Join Ashley Pratt from Mayo Clinic to talk out how organizations can leverage public processes, align with existing community assets, and create partnerships that amplify impact beyond direct funding.

Workshop

Embedding ESG Strategies into Your Finance Functions

11:00 AM

Break

11:15 AM

Workshop

Driving Supplier Engagement for Sustainability


Leticia Acosta, Constellation Brands

Building strong supplier partnerships takes more than asking for data. It requires sustainability and procurement teams to work together toward shared goals. Join Leticia Acosta from Constellation Brands as she shares how she’s working to engage suppliers, partner with procurement, and collect the information needed to advance sustainability initiatives.

Workshop

Workforce Development + Talent Pipeline Programs


Laura Hoagland, Southwest Airlines

Workforce development can be a powerful intersection between social impact programming and key business needs, but how do you build initiatives that scale? Join Laura Hoagland from Southwest Airlines to talk out what we’ve tried and how we’re setting priorities.

Workshop

CSR and AI: Exploring Possibilities


Sam Cammarata, NBCUniversal

The pressure is on everywhere to adopt AI to streamline work, but what opportunities really make sense for corporate social impact and employee engagement? Join Sam Cammarata from NBCUniversal for an open-ended conversation about what we’re trying, what’s working, and how we’re thinking about AI’s impact on our work.

Workshop

Building a Rater/Ranker Strategy that Doesn’t Waste Your Time

11:45 AM

Themed Lunch Discussions

During lunch, the tables will be divided into industries so leaders can pick where they want to sit and connect with others who are leading ESG and CSR in the same space:

  • Financial Services
  • Pharmaceuticals & Medical Devices
  • Utilities & Energy
  • Retail
  • Hospitality
  • Consumer Goods
  • B2B
  • Food & Agriculture
  • Manufacturing
  • Transportation & Logistics
  • Tech & Software

12:45 PM

Break

12:55 PM

Peer Advisory Roundtables

Example topics:

  • ESG executive education
  • Environmental sustainability reporting trends
  • Enterprise risk management for ESG
  • EPR strategies
  • Logic models and theories of change
  • Engaging hourly employees in volunteerism
  • Support ERG/BRG giving and volunteer efforts
  • Signature partnerships
  • Building executive advocates for CSR

1:30 PM

Peer Advisory Roundtables

Example topics:

  • ESG team structures
  • Climate goal road mapping
  • Supplier engagement strategies
  • ESG regulatory readiness
  • CSR team structures
  • Grantmaking governance
  • Global volunteer engagement strategies
  • Skills-based volunteering programs

2:00 PM

Break

2:15 PM

Peer Advisory Roundtables

Example topics:

  • Maintaining buy-in and momentum for social impact during economic uncertainty
  • Innovating your social impact measurement
  • Navigating a changing regulatory landscape as a global company
  • Volunteer ambassador programs

2:45 PM

Adjourn

Please note: This agenda is subject to change based on speaker availability and scheduling.