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DEI Practitioner Summit

September 2-3, 2026 | Philadelphia, PA

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Leaders from 48 companies are here

Advantage Solutions, Alcon, Aramark, Asurion, Atlantic Health, Boston Children’s Hospital, Bread Financial, Caleres, CarMax, Catalyst Brands, Chick-fil-A, ChristianaCare Health System, CoStar, Dollar Tree, Elevance Health, Emerson, Enterprise Mobility, Essity, FUJIFILM Americas, GoDaddy, Honeywell Life Sciences, IBX, Illinois Tool Works (ITW), Independent Blue Cross, JLL, M&T Bank, Macy’s, McDermott Will & Schulte, MilliporeSigma, MKS, Moody’s, NFP, Northwestern Mutual, Penske Truck Leasing, Piper Sandler, Progressive Insurance, Prologis, Rakuten, Ralph Lauren, Rush, Sherwin-Williams, Smartsheet, Thrivent Financial, TransUnion, United Rentals, USAA, Wawa, and World Wide Technology.

Wednesday Schedule (9/2)

9:45 AM

Registration, Networking, and Refreshments

10:30 AM

Welcome and Introduction

10:45 AM

Guest Speaker

The Next Era of DEI Accountability


Evelyn Carter, PhD, Author of ‘Was That Racist?’ and DEI Board Alum

As organizations move away from traditional DEI mechanisms such as diverse slate commitments, demographic tracking, and formal accountability structures, how can leaders continue driving meaningful impact? Evelyn Carter, PhD, will explore how organizations can shift from systems of structural accountability to cultures of personal accountability, influencing behaviors, decisions, and outcomes even when mandates and metrics are no longer in place. Attendees will gain practical insights into embedding accountability into everyday leadership decisions, fostering behavior change, and sustaining inclusion efforts in a rapidly evolving workplace landscape.

11:15 AM

Break

11:20 AM

Panel

Partnerships with Purpose: Aligning Community Investments with DEI and Social Impact Goals


Simone Laws, Macy’s
Joseph Rodriguez, Thrivent
Whitnie Goins, Prologis

As organizations continue to invest in social impact, workforce equity, and community engagement, strategic partnerships with nonprofit and civic organizations have become an increasingly important lever for advancing DEI and social purpose goals. But how do companies determine where to invest, which partnerships will create meaningful impact, and how success should be measured? In this session, leaders responsible for overseeing these investments will discuss their decision-making processes, lessons learned, and the challenges and opportunities they’ve encountered along the way. From aligning partnerships with business priorities to building trust with community stakeholders and demonstrating impact, panelists will share practical insights for organizations seeking to maximize the value of their external partnerships.

11:50 AM

Lunch Discussions

1:00 PM

Break

1:10 PM

Case Study

Bridging the Generational Divide: Improving Communication to Enhance Patient Care


Jim Smith, Boston Children’s Hospital

Jim Smith, Director of Workforce EDI at Boston Children’s Hospital, will share a behind-the-scenes look at how the organization is addressing communication challenges across generations in the healthcare workforce. Drawing from work with nursing and intensive care unit teams, he will explore how differing communication styles and expectations between tenured and early-career nurses created gaps in collaboration, potentially impacting patient care. Attendees will learn how Boston Children’s identified these challenges, bridged generational perspectives, and developed strategies to strengthen team communication and improve care delivery.

Case Study

Embedding Inclusion into Core Business Operations: Moving from DEI Programs to Business Practices


Earl Jackson, Assistant Vice President Strategic Diversity Initiatives at Enterprise Mobility

As organizations continue to evolve their DEI strategies amid shifting business priorities and external pressures, many leaders are asking how to sustain progress by embedding inclusion into the way work gets done—not as a standalone initiative, but as a core business capability. In this session, Earl Jackson of Enterprise Mobility will share how his team has integrated inclusion into everyday business operations, leadership practices, and decision-making processes. Earl will discuss how Enterprise Mobility builds shared ownership across the business, aligns inclusion with operational priorities, and focuses on sustainable practices that improve the employee experience while advancing business outcomes. Attendees will gain practical insights into embedding inclusion across the employee lifecycle, strengthening partnerships with business leaders, and ensuring inclusion remains an integral part of how the organization operates.

1:40 PM

Break

1:55 PM

Case Study

Partnering with Legal and Public Affairs in 2026–2027


Angela Marshall Hofmann, Vice President, Corporate Affairs, Catalyst Brands

As DEI leaders navigate an increasingly complex environment, success increasingly depends on strong partnerships with Legal, Public Affairs, Government Relations, ESG, and other key stakeholders. In this session, Angela Marshall Hofmann of Catalyst Brands which represents iconic US brands – JCPenney, Aeropostale, Brooks Brothers, Lucky Brand, and Nautica – will share how the organization has worked across functions to adapt its inclusion strategy amid evolving legal requirements, heightened public scrutiny, shifting stakeholder expectations, and a rapidly changing external landscape. Drawing on both U.S. and international considerations, Angela will discuss how her company collaborates across Government Affairs, Legal, Communications, HR, Sustainability and Compliance to assess risk, shape communications, inform strategy, and maintain momentum on inclusion priorities. Attendees will gain practical insights into building trusted cross-functional partnerships, navigating complex decisions with confidence, and positioning inclusion work to remain resilient, compliant, and business-aligned in 2026 and beyond.

Case Study

Global Inclusion in a Fragmented World


Karen Morrison, Director, WWT For ALL (Global Enterprise) & Corporate Social Responsibility (CSR) at World Wide Technology

As organizations navigate growing cultural, political, and geographic complexity, creating a shared sense of inclusion across a global workforce is becoming increasingly challenging. In this session, Karen Morrison of World Wide Technology will facilitate a discussion on how organizations are using employee storytelling to amplify voices across roles, locations, and lived experiences; increase visibility of underrepresented experiences; build empathy across teams and regions; and partner across functions to scale authentic, inclusive communications that resonate globally. Attendees will gain practical insights for adapting storytelling across different formats and markets, sustaining employee engagement over time, and creating meaningful connections that strengthen inclusion across an increasingly fragmented world.

2:25 PM

Break

2:40 PM

Case Study

Wired for Inclusion: Small Changes, Systemic Shifts for Neurodivergent Associates


Nikita Rhodes, VP of Diversity & Inclusion at Penske

Nikita Rhodes, Vice President of Diversity & Inclusion at Penske, will share how the organization is moving beyond neurodiversity awareness to build more inclusive systems and experiences for neurodivergent associates. Drawing on a cross-functional effort led by HR and D&I, she will explore how Penske is rethinking onboarding workflows, increasing access to neurodiversity-related benefits, enhancing adaptive learning capabilities, and leveraging existing technology to better support inclusion. Attendees will gain practical insights into how small, intentional changes across processes and systems can create meaningful outcomes, while learning what’s working, what challenges remain, and how an iterative approach can help organizations build a scalable framework for neuroinclusion.

Case Study

Advancing Talent Engagement Through Transformation


Bria Griffith, Senior Director Talent Engagement, Honeywell

As organizations navigate large-scale transformation, DEI and talent leaders are being asked to keep employees connected, supported, and motivated while preparing for an uncertain future. Amid Honeywell’s transition from a diversified conglomerate into separate businesses, Bria Griffith will share how her team is strengthening talent engagement during a period of significant organizational change. She will discuss how to create meaningful employee experiences, equip leaders to sustain connection and trust, and align engagement efforts with shifting business priorities. Attendees will gain practical insights into building a resilient talent engagement strategy, supporting employees through transformation, and leading with clarity, empathy, and purpose while keeping people at the center of change.

3:10 PM

Networking Break

3:40 PM

Case Study

Inclusion and AI: Governing the next generation of workplace technology


Vanessa Youngs, SVP of Inclusion at Moody’s

As DEI leaders face increasing legal, reputational, and operational scrutiny, many organizations are looking for new ways to proactively assess risk while maintaining momentum on inclusion efforts. In this session, Vanessa Youngs of Moody’s will share how she created an AI agent to help evaluate potential risks associated with Inclusion programs, communications, policies, and initiatives. The session will cover how the tool identifies potential areas of concern, and helps teams engage Legal, Communications, and business stakeholders more effectively. Attendees will gain practical insights into how AI can strengthen risk assessment processes, improve consistency, and support more informed DEI strategy and execution in an increasingly complex environment.

4:10 PM

Break

4:25 PM

Case Study

Navigating the External Landscape: Building a Sustainable, Business-Aligned Approach to Inclusion


Shareem Annan, Staff VP of Belonging & Inclusive Experiences at Elevance Health

As organizations navigate increasing scrutiny of DEI efforts, leaders are being challenged to evolve their approach in ways that are sustainable, business-aligned, and responsive to a changing external landscape. In this session, Shareem Annan of Elevance Health will share how the organization is in the early stages of refining its inclusion strategy by focusing on practical approaches that support long-term impact while remaining aligned with regulatory, reputational, and stakeholder expectations.

Drawing on lessons from a highly regulated industry, Shareem will discuss how Elevance Health is approaching this work with intentionality: assessing the external environment, strengthening governance considerations, and identifying where inclusion can be embedded into the organization’s core portfolio. This includes an expanded focus on areas where inclusion and belonging can create meaningful impact across the enterprise, including associate and consumer experience, recognizing that sustainable inclusion efforts must support the people who deliver the work as well as the members, customers, and communities the organization serves.

Attendees will gain insight into how organizations can thoughtfully navigate external pressures, build durable cross-functional partnerships, align inclusion efforts with business priorities, and evolve DEI work in ways that are practical, compliant, and connected to measurable outcomes.

Case Study

Driving Impact and Sustainability: Right-sizing CRGs and Strengthening Leadership Pipelines


Agnes Godwin-Hall, Macy’s

Employee and colleague resource groups can be powerful drivers of inclusion and engagement—but sustaining their impact requires thoughtful evolution. In this session, Agnes Godwin-Hall shares how Macy’s right-sized its CRG portfolio and redefined its leadership model to drive greater focus, accountability, and sustainability. From streamlining the number of CRGs to introducing a more structured and transparent co-lead selection process, Agnes will share the key decisions, trade-offs, and lessons learned. Attendees will gain practical insights into aligning CRG structure to business priorities, strengthening leadership pipelines, and managing change while creating opportunities for new voices to step forward.

4:55 PM

Adjourn

5:00 PM

Drinks Reception and Member 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 Schedule (9/3)

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

Opening Remarks

9:00 AM

Panel

What’s Next for DEI Leadership?


Amy Hunter, Caleres
Kizmet Moore, NFP
Kristy Lilas, GoDaddy

The expectations of DEI leaders have shifted significantly. Many are broadening their scope beyond traditional DEI programming to influence workforce strategy, culture, leadership, employee experience, organizational effectiveness, and business transformation—all while navigating increased legal scrutiny, evolving executive expectations, and constrained resources. In this discussion, our panelists will reflect on how their roles are changing, the capabilities and partnerships that matter most today, and how they are positioning inclusion work to remain relevant and resilient over the next three to five years.

9:30 AM

Break

9:45 AM

Workshop

Managing Legal, Reputational, and Cultural Risk


Kalisha Magwood, Progressive

As legal scrutiny, public expectations, and internal employee dynamics continue to evolve, HR leaders are balancing the need to manage risk while sustaining trust, engagement, and organizational culture. This discussion will explore how organizations are assessing legal, reputational, and cultural risks, making difficult decisions, and communicating through complex situations with employees and leaders. Share what’s working, the challenges you’re navigating, and practical approaches that have helped your organization respond with confidence.

Workshop

Recruiting Emerging and Early-Career Talent Under New Constraints


Vivian Yun, Rakuten

As organizations plan for 2027, DEI and workforce leaders are making difficult choices about where to focus limited time, resources, and executive attention. This conversation will explore how leaders are identifying strategic priorities, responding to changing business expectations, and determining which initiatives to accelerate, adapt, or leave behind. Share what’s shaping your roadmap, the tradeoffs you’re making, and the priorities you believe will matter most in the year ahead.

10:15 AM

Break

10:30 AM

Workshop

Supporting Frontline and Deskless Employees


Kiara Warren, Dollar Tree

For many organizations, creating a consistent employee experience across frontline, retail, manufacturing, and other deskless populations remains one of the most complex workforce challenges. This discussion will explore practical approaches to communication, career development, recognition, manager effectiveness, and building connection for employees who are often harder to reach. Share what’s working, the obstacles you’ve encountered, and ideas that have made the greatest impact for your frontline workforce.

Workshop

The ERG Exchange: What’s Working Now—Insights and Challenges in Today’s Climate


Dexter Overall, Illinois Tool Works

As organizations rethink the role of employee resource groups amid shifting business priorities and evolving expectations, many are reassessing how ERGs are structured, governed, and connected to enterprise goals. This discussion will explore how leaders are adapting ERG strategies, sustaining engagement, addressing volunteer burnout, and redefining value in today’s environment. Share what’s working, where you’re experimenting, and the challenges you’re navigating as ERGs continue to evolve.

11:00 AM

Break

11:15 AM

Workshop

Doing More with Less: Leading DEI with a Lean Team


Trey Perkins, Brown-Forman

As DEI teams are asked to deliver meaningful impact with fewer resources, success increasingly depends on disciplined prioritization and creative partnerships. Join this confidential discussion, facilitated by Trey Perkins, Director of Global Inclusion at Brown-Forman, to exchange practical approaches for identifying high-impact initiatives, balancing quick wins with long-term strategy, and extending your team’s reach through ERGs, business leaders, and cross-functional partners. Share what’s working, how you’re deciding where to invest your time, and how you’re maximizing impact without expanding headcount.

Workshop

Deciding on Your Strategic Priorities for 2027


Heather Venard, Smartsheet

As organizations plan for 2027, DEI and workforce leaders are making difficult choices about where to focus limited time, resources, and executive attention. This conversation will explore how leaders are identifying strategic priorities, responding to changing business expectations, and determining which initiatives to accelerate, adapt, or leave behind. Share what’s shaping your roadmap, the tradeoffs you’re making, and the priorities you believe will matter most in the year ahead.

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 DEI in the same space:

  • Financial Services
  • Healthcare
  • Consumer & Retail
  • Manufacturing
  • Energy
  • Hospitality & Entertainment
  • Transportation & Logistics
  • Technology

12:45 PM

Break

12:55 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Executive pushback and stakeholder management
  • Reframing DEI language
  • Inclusive succession planning
  • Political polarization in the workplace

1:30 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Employee activism and workplace discourse
  • Managing reduced budgets and lean teams
  • Building manager accountability
  • Inclusive leadership development

2:00 PM

Break

2:15 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Navigating board and executive expectations
  • Self-ID strategies
  • Hybrid work and inclusion
  • Mental health and belonging

2:45 PM

Adjourn

Wifi

Network

off_the_record

Password

peerinsights

Member Dinner

Location

Maggiano’s
1201 Filbert St., Philadelphia, Pennsylvania, 19107

Directions

We’ll have walking groups going to the restaurant, which is a 6-minute walk from the convention center.