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ESG & CSR Practitioner Summit

September 10-11, 2025 | Chicago, IL

Agenda

Interested in speaking at the Summit?

It’s a fantastic opportunity to share your expertise and engage with your peers.

Whether you’re a seasoned presenter or this is your first time on stage, we’d love to work with you to share your story.

Wednesday, September 10

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

Leading ESG & CSR in a polarized, politicized environment

Both traditional corporate responsibility and environmental sustainability functions have faced new stresses as regulations, expectations, and risks shift rapidly with the political environment. How are we adjusting and keeping our work safe for the future? Join a panel of veteran ESG & CSR Board members in a private, off-the-record discussion about best practices and biggest concerns for the future.

11:50 AM

Lunch Discussion

1:00 PM

Break

1:10 PM

Case Study

Global ESG regulations: Minding the gap

New ESG regulations from around the world are coming down the pipe every month or two, it seems. How are we supposed to keep track of what we’re expected to comply with, and actually get systems built to deliver on those demands? Listen to how one team got the right people around the table and processes in place to get a handle on this volatile regulatory landscape.

Case Study

Moving disaster response from reactive to resilient

How do you move from writing checks and running special donation matches whenever a disaster surprises your team to investing in the long-term health of disaster-struck communities? Hear how one team identified partners, secured resources from leadership, and rebuilt their strategy for lasting impact.

1:40 PM

Break

1:55 PM

Case Study

Building a rater/ranker strategy that doesn’t waste your time

Some of the marquee sustainability raters and rankers have arguably become more trouble than they are worth. How are we deciding where to invest time and which to cut loose? Join this talk to hear how one team made that decision and the risks they faced.

Case Study

Making your month of service count

Your season of service only comes once a year, so making it a success has a huge impact on your goals and strategy. Learn how one of our members used an already at-capacity team and limited resources to deliver a successful month of service that mobilized thousands of colleagues around the world.

2:25 PM

Break

2:40 PM

Case Study

Meeting customer ESG demands without crashing your team

If we don’t quickly satisfy customer demands for sustainability commitments and ESG data, we threaten our company’s bottom line. But these demands can also be too much for our team to meet. Learn from a fellow senior sustainability practitioner about how they are navigating a volume of customer requests that often look impossible.

Case Study

Impact models and theories of change

Our leaders want data to show how our community investments are really making a difference – but how do you give them something that demonstrates programmatic impacts and gains you buy-in? Hear how one team of CSR leaders evolved their strategy to do just that.

3:10 PM

Networking Break

3:40 PM

Case Study

Embedding ESG strategies into your finance functions

As long as ESG is considered just a chore or a cost center or a compliance issue, it will never transform our businesses. Join us to hear from a senior sustainability decision maker how they collaborated with finance, enterprise risk, and other key business functions to make ESG core to their corporate strategy.

Case Study

Committing to diverse communities in every environment

Companies made big promises to marginalized communities in recent years, but now the pressure is on to reverse some of those investments. Hear from one company that’s staying the course about how they are weighing risks and rewards and protecting their work for the long run.

4:10 PM

Break

4:25 PM

Case Study

Making circularity a climate strategy

We all know that reducing, reusing, and recycling are right for the environment, but how have we translated our climate commitments into circularity investments? Hear how one company has made that shift for less carbon and new product creativity.

Case Study

Engaging hourly employees with real impact

Helping front-line employees to volunteer is always a tough task, and so many of the easy options feel like busy work. Hear how one team found solutions to engage these workers in ways that partners really notice.

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, September 11

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

Workshop

Benchmarking on ESG team structures and roles

Who does what on your team and how might that change in the years to come? Sync with other leaders building ESG and sustainability teams at major companies to talk about what works and what hasn’t.

Workshop

Benchmarking on CSR team structures and roles

Who does what on your team and how might that change in the years to come? Sync with other leaders building CSR and engagement teams at major companies to talk about what works and what hasn’t.

9:30 AM

Break

9:45 AM

Workshop

Revamping sustainability and ESG governance

Coordinating ESG reporting and delivering on sustainability goals across a massive company requires thoughtful governance. What structures and systems are helping, and what have wasted our time? Talk it out with others who have built governance and seen success.

Workshop

Optimizing your grantmaking and giving processes

Who knew that giving away money could be so difficult? Join your fellow corporate philanthropy practitioners as we talk about the processes, systems, and best practices that help us maximize impact without stressing out our teams.

10:15 AM

Break

10:30 AM

Workshop

What’s next for Scope 3 reporting?

Only a few short years ago only the most advanced companies were disclosing Scope 3 GHG emissions – now almost everybody has to. Is there more to come, and how are we preparing our companies for that work? Join this discussion with your fellow decision makers at major companies to talk it out.

Workshop

Moving our impact goals from outputs to outcomes

We all dream of showing big real-world benefits from our giving down to the dollar, but most of us are stuck capturing the same output numbers we’ve been reporting for years. How do we make that shift from outputs to outcomes without crushing our own bottom lines? Join a confidential, off the record conversation with other major corporate philanthropy leaders to share what we’re trying.

11:00 AM

Break

11:15 AM

Workshop

Can AI make ESG easier?

AI is rapidly changing almost every job, but its applications for ESG work remain at an early stage. What are we trying, what’s making a difference, and what has turned out to be mostly hype? Share it all with a confidential group of leaders doing the work just like you.

Workshop

Trusting and empowering community partners

The cutting edge of community engagement looks like shifting power dynamics between funders and nonprofits to help communities build new capacities and opportunities. How do corporate philanthropists do this in an authentic way? Talk together with other leaders making the same decisions to see who is leading the change and how you can bring it to your company as well.

11:45 PM

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 team structures
  • Climate goal road mapping
  • Supplier engagement strategies
  • ESG regulatory readiness

1:30 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • ESG executive education
  • Water sustainability strategies
  • Enterprise risk management and ESG: Coming together without clashing
  • CSRD preparation

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.