Boston:  Apr 21st                                                                                                                            Return on Responsibility

CRO Big Picture Plenary Sessions CRO Topical Deep Dives
CROA Professional Challenges 

14:00 - 17:00CRO Association Board of Governors and Committee Meetings
17:30 - 19:00CROA Reception at the Harvard Faculty Club, Cambridge, MA
CROA Reception and Cocktails at the Harvard University Faculty Club 20 Quincy St., Cambridge, Hosted by Harvard University [More Info]
08:00 - 08:45Green Mountain Coffee Roasters Hosts
Sponsored Breakfast
08:45 - 09:00
Welcome Address
Jay Whitehead, CRO Summit Chair and Richard Crespin, CRO Association Executive Director [More Info]
Mr. Richard J Crespin, President of SharedXpertise, Executive Director of the CROA, & Global Executive Director of the HROA, SharedXpertise
Mr. Jay Whitehead, President & Publisher, SharedXpertise
09:00 - 09:35
Keynote Address--Marshall Carter NYSE Chairman
Trust, Corporate Responsibility, & the Capital Markets [More Info]

Mr. Marshall Carter, Chairman of the Board, NYSE Group
09:35 - 10:05
CEO Keynote--Tim Healy CEO EnerNOC
The Corporate Energy Saving Revolution--Making Money by Using Less Energy [More Info]
10:05 - 10:25CRO's Rapid-Fire "Responsibility Project" Interview with VP External Relations John Cusolito
Behind the Scenes@ The Responsibility Project [More Info]
John Cusolito, Vice President External Relations, Liberty Mutual
10:25 - 10:40Sponsored Networking Break--Green Mountain Coffee Roasters
10:40 - 11:20
General Counsel Panel Moderated by Tom Anderson
Secrets for GC Success in Driving Corporate Responsibility & Successful Business Outcomes [More Info]
Tom Anderson, CEO, Integrity Interactive
Scott Blair, SVP, Chief Legal Officer & General Counsel, Panera Bread
Kristin Caplice, Ass. General Counsel, Analog Devices
11:20 - 12:05
Socially Responsible Investor Panel, Moderated by Dr. Miguel Marques President Lisbon Stock Exchange & CRO NYSE Euronext
Panelists: Tim Smith Walden Asset Management, Bennett Freeman Calvert Funds, Jim Salo VP Research Trucost [More Info]
Bennett Freeman, Senior Vice President Sustainability Research, Calvert Investments
Dr. Miguel Marques, EVP & Head of Global Exchanges & President Lisbon Stock Exchange, NYSE Euronext
James Salo, VP Research, Trucost
Tim Smith, Senior Vice President, Environment, Social, Governance Group, Walden Asset Management
12:10 - 12:40Sustainability Keynote Interview--Mark Newton VP Sustainability & Climate Change Dell Computer
How Dell Integrates Sustainability Into Its Operations [More Info]
Mark Newton, VP Sustainability & Climate Change, Dell Computer
12:45 - 13:30Sponsored Luncheon
13:35 - 14:05
3-on-3: 3 CR Domains from 3 Perspectives, Sustainability, Investor/Corporate Affairs, and Compliance
CR Celebrity Practitioner Panel--Harvard University, Northern Trust and Adobe Systems [More Info]
Heather Henriksen, Chief Sustainability Officer, Harvard University
Connie L. Lindsey, EVP Global Head Corporate Social Responsibility, Corporate & Institutional Services, Northern Trust
Michael Ward, Chief Compliance Officer, Adobe Systems
Jay Whitehead, Publisher, Corporate Responsibility Magazine
13:35 - 14:05
Structuring, Budgeting, & Planning Corporate Responsibility Programs: Findings from the CR Best Practices Survey
[More Info]
Mr. Richard J Crespin, President of SharedXpertise, Executive Director of the CROA, & Global Executive Director of the HROA, SharedXpertise
14:05 - 14:40
Sustainability Practitioner Panel moderated by Climate Strategist Michel Gelobter
Featuring Alcatel-Lucent, Constellation Energy, Tyco & IWA Water Journal Experts [More Info]
Brett Feldman, Director Energy Technology Services, Constellation Energy
Michel Gelobter, Chief Green Officer, Hara
Richard Goode, Senior Director of Sustainability & CSR, Alcatel-Lucent
John Norton, Editor, IWA Journal of Water & Climate Change, MWH Americas
Ardis Vaughan, Director Sustainability, Tyco
14:05 - 15:50
CRO Association Professional Development Breakouts
Workshops on improving professional practices
14:40 - 14:50Green Mountain Coffee Roasters Hosts
Sponsored Networking Break
14:50 - 15:25
Measuring Sustainability for ROI
Major International Financial Institution Sustainability Case Study with Enablon CEO Dan Vogel [More Info]
Dan Vogel, CEO, Enablon
15:25 - 15:55Lessons of Toyota's CR Dilemma, NY Times' Anna Bernasek author of The Economics of Integrity
Interactive Reputation Management Interview with CR Mag Editor Dirk Olin [More Info]
Anna Bernasek, NY Times business writer and author of The Economics of Integrity, New York Times
15:55 - 17:00
Keynote CR Debate--Former NY Governor Eliot Spitzer v. US Pay Czar Kenneth Feinberg
[More Info]
Mr. Kenneth Feinberg, "The Pay Czar" - Special Master for TARP Executive Compensation, U.S. Government
Mr. Dirk Olin, Editor of Corporate Responsibility Magazine, SharedXpertise
Governor Eliot Spitzer, Former Governor, State of New York
17:00 - 18:45The 2010 100 Best Corporate Citizens List Honoree
Sponsored Cocktail Reception
Tom Anderson
Integrity Interactive
Tom Anderson currently sits on the Board of Constant Contact, a leading provider of email marketing services and online survey tools. Tom has held senior business leadership positions with a variety of leading global organizations including McKinsey & Company, SLM Corporation and Capital One. Prior to SLM Corporation, Tom was CEO of Upromise, the leader in helping families save money for college. Before Upromise, Tom was CEO of AmeriFee, a medical finance company owned by Capital One Financial Corporation, and senior vice president of Capital One, where he oversaw the Young Adult credit card line of business. Before joining Capital One, He was a partner at McKinsey & Company where he was part of the leadership group of the Financial Institutions Practice. At McKinsey & Company, Tom served clients in banking, consumer credit, insurance, health care, and technology. He is a former educator and has worked with Boston Public Schools and Massachusetts Special Education Reform. Tom holds a Bachelor of Arts degree from Dartmouth College and a Master of Science degree from Massachusetts Institute of Technology Sloan School of Management.
Anna Bernasek
NY Times business writer and author of The Economics of Integrity
New York Times
Anna Bernasek's writing on finance and the economy has appeared in the New York Times, Washington Post, International Herald Tribune, Fortune, Time and Sydney Morning Herald. She has been a guest commentator on CNN, CNBC, NPR. Bernasek divides her time between NYC and Long Island.
Scott Blair
SVP, Chief Legal Officer & General Counsel
Panera Bread
Scott Blair joined Panera Bread in January 2003 as Special Counsel for Employee Relations. In January 2008, Blair was promoted to Senior Vice President, Chief Legal Officer and General Counsel. Prior to becoming in-house counsel, Blair worked as the outside employment and labor law firm for Panera and Au Bon Pain from 1994 to 2003. Blair previously served as a partner in the Boston law firm Stoneman, Chandler & Miller, where he represented a range of clients before the National Labor Relations Board, Massachusetts Commission Against Discrimination, Equal Employment Opportunity Commission, Department of Labor and numerous other state and federal agencies. Blair holds a Juris Doctorate from Boston College Law School and a Bachelor of Arts degree in Political Science and Philosophy from Williams College.
Kristin Caplice
Ass. General Counsel
Analog Devices
With background as Senior Corporate Counsel in charge of Governance at Boston Scientific and time at local legal leader Testa Hurwitz, Harvard Law grad Kristin Caplice helps lead corporate governance and compliance efforts company-wide at $2.2 billion, 8,300 employee technology leader Analog Devices.
Mr. Marshall Carter
Chairman of the Board
NYSE Group
Marshall Carter has been at the forefront of the corporate governance leadership in the capital markets for over three decades, since 2003 as a Board member at NYSE, as the Chairman and CEO of State Street Bank and Trust from 1992-2001 and at Chase Manhattan Bank before that.
Mr. Richard J Crespin
President of SharedXpertise, Executive Director of the CROA, & Global Executive Director of the HROA
Richard Crespin is a successful entrepreneur, business and community organizer, and tireless advocate for global trade and corporate responsibility. He currently serves as the President of Member Services for SharedXpertise, the Executive Director of the Corporate Responsibility Officers Association, and the Global Executive Director of the HROA. In his role as Executive Director of the CROA, Richard oversees all aspects of the Association’s mission, operations, profit and loss, membership development, and member services. As Global Executive Director of the HROA, Richard has responsibility for the HROA’s worldwide mission and operations, spanning Asia, Europe, and North America.
John Cusolito
Vice President External Relations
Liberty Mutual
John Cusolito is Vice President of External Relations for Liberty Mutual, an insurance industry leader with over $100 billion in assets and $30 billion in annual revenues. John is the company's public face of the "Responsibility Project," which since its debut as a TV ad in 2006 has spawned dozens of short films on NBC, blogs, and news based on the question "are you responsible?"
Mr. Kenneth Feinberg
"The Pay Czar" - Special Master for TARP Executive Compensation
U.S. Government
Kenneth Feinberg is popularly known as the “pay czar” governing corporate executive compensation as part of the Troubled Asset Retirement Program. Feinberg was former Chief of Staff for Senator Ted Kennedy, Special Master of the US Government’s 9/11 Victim Compensation Fund, is a well-known alternative dispute resolution and governance expert and adjunct professor at Georgetown and Columbia University Schools of Law.
Brett Feldman
Director Energy Technology Services
Constellation Energy
Bennett Freeman
Senior Vice President Sustainability Research
Calvert Investments
Mr. Freeman leads the Sustainability Research Department and directs the company research and analysis as well as shareholder advocacy and public policy work of the largest family of sustainable and responsible mutual funds in the U.S. From 2003 until joining Calvert in early 2006, he led Burson-Marsteller's Global Corporate Responsibility practice advising multinationals on policy development, stakeholder engagement and communications strategies related to human rights, labor rights and sustainable development. During the Clinton Administration he served in three positions as a political appointee in the State Department, most recently as Deputy Assistant Secretary for Democracy, Human Rights and Labor from 1999 to early 2001. In that capacity, he led the development of the Voluntary Principles on Security and Human Rights, the first human rights standard forged by governments, companies and NGOs for the extractive sectors. Previously he was Senior Advisor to Under Secretary of State for Economic and Business Affairs Stuart Eizenstat, and Deputy Assistant Secretary of State for Public Affairs and Chief Speechwriter for Secretary of State Warren Christopher. Earlier in his career he was Manager-Corporate Affairs for General Electric and a presidential campaign aide to former Vice President Walter Mondale. He currently serves on the boards of Oxfam America, The Revenue Watch Institute, the Institute for Human Rights and Business, the Global Network Initiative, the Genocide Intervention Network and EG Justice, and represented Oxfam on the board of the Extractive Industries Transparency Initiative (EITI) from 2007-09. Mr. Freeman earned an MA in Modern History from the University of Oxford where he an English-Speaking Union Churchill scholar at Balliol College and an AB in History from the University of California at Berkeley. A member of the Council on Foreign Relations, he is also a frequent lecturer and media commentator on corporate responsibility, human rights and U.S. foreign policy.
Michel Gelobter
Chief Green Officer
Michel Gelobter is Chief Green Officer at Hara and one of the country’s leading climate strategists, having worked for more than 25 years in business, policy, research, and advocacy on environmental and social policy. Michel is Founder and Chairman of the Board of Cooler, a for-profit social venture whose mission is to connect every consumer purchase to a solution for global warming, and is also on the Board of Directors of CERES and the National Resources Defense Council (NRDC). Prior to Cooler, Michel was President of Redefining Progress, the think-tank that helped design the world’s most aggressive climate legislation which was signed into California law in August of 2006. Michel also founded and directed the Environmental Policy Program at Columbia University, worked for the U.S. House of Representatives Energy and Commerce Committee, was Director of Environmental Quality for the City of New York, and served as an Assistant Commissioner for its Department of Environmental Protection.
Richard Goode
Senior Director of Sustainability & CSR
Heather Henriksen
Chief Sustainability Officer
Harvard University
Connie L. Lindsey
EVP Global Head Corporate Social Responsibility, Corporate & Institutional Services
Northern Trust
Dr. Miguel Marques
EVP & Head of Global Exchanges & President Lisbon Stock Exchange
NYSE Euronext
Mr. Miguel Athayde Marques, PhD, is Executive Vice President and Head of Global Indices and is a member of the management committee of NYSE Euronext. Having joined Euronext in January 2005, he is currently also a member of the Managing Board of Euronext. Prior to that, since February 2000, he served as an Executive Board Member of Caixa Geral de Dep´ositos, Portugal ’s largest bank. Prior to that, from 1996 to 2000, he was a member of the Executive Committee of Jer´onimo Martins S.A., a listed company active in multinational retail and distribution. From 1992 to 1996, Dr. Athayde Marques was Chairman and CEO of ICEP, the Portuguese government agency for inward and outward investment, export and tourism. He also served as a consultant to the Portuguese Ministry of Finance on the development of the capital markets. Mr. Athayde Marques is a professor of business at Universidade Cat´olica in Lisbon — School of Economics and Management.
Mark Newton
VP Sustainability & Climate Change
Dell Computer
Mark is responsible for Dell's corporate Sustainability team and programs balancing Dell's growth strategy to minimize impacts on natural and human resources. In this roel he directs blobal policy development, stakeholder engagements and corporate strategies on environmental and social issues. Prior to joining Dell, Mark led environmental technology programs at Apple and Motorola and was a principal scientist for DEKA Research and Development Corp. He holds a doctorate in Chemistry from the University of Texas at Dallas.
John Norton
Editor, IWA Journal of Water & Climate Change
MWH Americas
Mr. Dirk Olin
Editor of Corporate Responsibility Magazine
James Salo
VP Research
Based in Boston, James is the senior member responsible for Trucost's Research efforts in North America and coordinates Trucost's North American operations, and Trucost's Advisory Panel. At Trucost, James has been the research lead in many large client and public projects including Newsweek's Green Rankings, Carbon Counts USA 2009, Carbon Risks and Opportunities in the S&P 500 and Carbon Counts Asia 2007. James holds a Doctor of Philosophy from Oxford University's Centre of the Environment where his research focused on corporate environmental performance and financial markets, and both a BA and an MA in Environmental Science and Policy from Clark University.
Tim Smith
Senior Vice President, Environment, Social, Governance Group
Walden Asset Management
Tim joined Walden in October 2000 as Senior Vice President of Walden’s environmental, social and governance (ESG) team. Tim leads Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes working with other concerned investors on company dialogues, shareholder proposals, and proxy voting. He also works on public policy and media outreach for Walden. As a leading authority on corporate responsibility and ESG investing, Tim is actively involved in marketing Walden’s investment objectives at public speaking events and in developing client relationships. Prior to joining Walden, Tim served as Executive Director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years. ICCR coordinates corporate responsibility programs for 275 institutional investors committed to using shareholder advocacy to influence corporate conduct and promote social justice. Tim previously served as the Chair of the Social Investment Forum, an industry trade group, for five years, and presently serves as Chair of their Public Policy Committee. In 2007, Tim was named as one of the top 100 most influential people in Business Ethics by Ethisphere Institute. In 2008, he was elected as a Board member of the General Board of Pension and Health Benefits of the United Methodist Church, one of the largest pension funds in the U.S. Tim also serves on the boards of Shared Interest, a South Africa development fund, World Neighbors, an international development organization, and is a member of the Kimberly-Clark Sustainability Advisory Board. Previously, Tim served on the Domini Social Equity Fund Board for ten years. He also served on the Calvert New Africa Fund Board and chaired the Advisory Council for the Calvert Group’s social investment funds. Tim earned a B.A. from the University of Toronto and a Masters of Divinity degree from Union Theological Seminary.
Governor Eliot Spitzer
Former Governor, State of New York
Eliot Spitzer served as Governor of New York from January 2007 until his controversial resignation on March 17, 2008. Prior he was elected as New York State Attorney General and prosecuted some of the US’s highest-profile cases in white collar crime, securities fraud and environmental protection.
Ardis Vaughan
Director Sustainability
Dan Vogel
Michael Ward
Chief Compliance Officer
Adobe Systems
Mr. Jay Whitehead
President & Publisher
Jay founded the company's original and current content, conference, and communities businesses in HR, CRO and FAO. Since 1982, Jay has led media companies in seven domains: venture capital, law, human resources, finance and accounting, investor relations, personal computing and corporate responsibility. Titles include PC Magazine, CRN, UPSIDE, Research, The Daily Journal, California Republic, HRO Today, HRO Europe, FAO Today and CRO Magazine. Jay's experience extends to broadcast at KTTV in Los Angeles, PBS-TV (NJN), Business America Radio and guest slots on CNBC's On The Money. in addition, Jay founded pioneering business services company, has raised $100 million in private equity for various enterprises, and serves on boards of directors including Rideau Recognition. Jay holds a BA in History from UCLA and a Strategic Finance certificate from the Harvard Business School. A dual US-French citizen, Jay is married, has 3 children and lives in New Jersey.
Jay Whitehead
Corporate Responsibility Magazine
Jay Whitehead is Publisher of Corporate Responsibility Magazine, Chair of the CRO Summits and a member of the Board of the CRO Association. He's also publisher of HRO Today, HRO Europe Magazines.