disruptive inclusion

2015 Year in Review Vision from the Chairman

Mark F. Furlong Retired President and Chief Executive Officer BMO Harris Bank N.A. (Diamond Status/ Five Forward Program)

As I reflect on 2015, the vital importance of the strategic In 2015, we welcomed several new members including initiatives of Chicago United has become even more evident Astellas, US, LLC, The Chicago Zoological Society, Franczek given what has transpired in our city since last fall. At the Radelet P.C., Grant Law, LLC, Hendrick & Struggles, LSL core of its program and product offerings is Chicago United’s Healthcare Inc., Northwestern University, and RME (Rubinos mission to promote multiracial leadership in business to & Mesia Engineers, Inc.). We also have 2016 membership advance parity in economic opportunity. commitments from Dinsmore & Shohl, LLP, Morgan Stanley, and People’s Gas and North Shore Gas. Businesses must be intentional to incorporate best-in-class inclusive practices to develop their workforce and the pipeline In addition to our increasing membership, 2015 was a to management as a part of their business development record breaking year across the board. Attendance at the strategy. To advance parity of economic opportunity, the Chicago United Annual Meeting increased 160%, due, in single most impactful statement for corporations is to part, to combining the Annual Meeting presentation with intentionally focus their purchasing with local minority the Leadership Summit. The Chicago United Bridge Awards owned businesses to provide them the opportunity to build Dinner exceeded expectations as a stand-alone event and scale. These local job creators employ significant numbers of raised in excess of $877,000, exceeding last year’s total. people of color, who will then be empowered to buy their goods and services. Thank you for your continued engagement and support of Chicago United. As we look ahead to 2016, we are excited Chicago United members get it. I’m encouraged by to work alongside our members, Chicago’s businesses most the growth in numbers and engagement within our committed to diversity and inclusion, to enhance economic membership. The success of Chicago United can be opportunity for all in the Chicago region. attributed to the passion of our members who have continued to put diversity and inclusion at the forefront of conversations within corporate Chicago.

The Business Leaders of Color and Corporate Diversity Profile publications, Five Forward, and thought leadership programming like the Transformative Inclusion Member Forums continue to drive awareness of the need to increase and sustain multiracial leadership in corporate governance, the leadership pipeline, and business partnerships.

2 Message from the President and CEO

Gloria Castillo President and Chief Executive Officer Chicago United

Human capital and innovation remain at the top of the list of at “CID” Talks, featuring a diverse group of transformational business challenges, not only here in the United States, but business leaders who disrupt the traditional way we think globally. One resource that addresses both of these issues is about diversity and inclusion. Media partner, ABC 7 filmed diversity; and Chicago United is here to support our members these thought provoking talks to make them available to a as they develop their talent resources and expand innovation broader audience on the internet. through diversity. The session with Frans Johansen, presented by PwC, produced Chicago United members explored the nexus of diversity and an explosion of ideas taking participants to the intersection innovation in a special session with Frans Johansson, author of concepts, cultures, industries, and disciplines, the basis for of The Medici Effect. They examined concepts shared by our disruptive innovation. speakers during the Transformational Inclusion Forums which provide tactical, strategic, and big, bold ideas intended The Annual Bridge Awards Dinner, presented by BMO Harris to inspire new ways of thinking about inclusion. The best- Bank which drew in record breaking sponsorship support, in-class diversity and inclusion practices they employ are recognized our Business Leaders of Color, one of the most some of the most needed and most impactful disruptive powerful groups of diverse business leaders in the country. innovations taking place in business; our members are establishing disruptive inclusion practices furthering The advocacy of Chicago United moves from big ideas meaningful advancement of diversity and inclusion. to big action. The Five Forward Initiative™ enlists the commitment of CEOs of mid- to large-sized corporations in I am proud that Chicago United has emerged as THE thought the Chicago metropolitan area to establish or expand business partner to businesses who are intentionally creating a relationships with five current and/or new local minority culture of inclusion. The programs and products presented firms. It is, unquestionably, our most successful effort to create by Chicago United are a product of engaged and committed opportunity that allows Chicago area MBEs to grow in scale members. For example, the Annual Meeting and Leadership and generate economic output and jobs within the region. Summit, co-developed and presented by KPMG, was the most attended Annual Meeting to date, having more than As the gaps in employment equity and in contracting double the attendees than last year. The Summit delivered opportunities are taking a toll on our region, now is the time inclusion insights loaded with actionable strategies in to increase action. Moving into 2016, it’s imperative that we three tracks: business imperatives, talent management, and continue to initiate and explore best-in-class practices that procurement. leverage diversity and disruptive inclusion to create quantum change through direct and intentional action. The Chicago United Leadership Conference, hosted by the Federal Reserve Bank of Chicago, presented thought- provoking innovative ideas in Culture, Inclusion, and Diversity

3 2015 Year In Review – Disruptive Inclusion

Board of Directors Drives Strategic Direction

The Chicago United Board of Directors has continued to enhance the programs and products that support the organization’s unique three-tiered platform that historically advances a culture of inclusion in business and contributes to a more prosperous community.

The Chicago United Board of Directors met four times in 2015: • Exclusive, high-level discussions among peers with shared values at CEO Council Strategy Sessions, Diversity Officer Hosted by: BMO Harris Bank Roundtables, and Leaders Council Forums that provide February 3, May 14, August 13, and October 28 exploration of critical issues facing leaders responsible for developing corporate culture. Chicago United delivers advocacy in action through primary research and programs that promote multiracial leadership • Signature programs and products include Five Forward, in corporate governance and executive level management, the Business Leaders of Color publications, the Corporate the pipeline of future multiracial leaders, and in multiracial Diversity Profile publications which include an inclusion business partnerships. Toolkit, The Transformative Inclusion Member Series, the Chicago United Leadership Summit, the Chicago United Chicago United serves as a unique thought partner in Leadership Conference, and The Bridge Awards Dinner. corporate inclusion strategy by providing: In aligning our refined vision to our programming, the • Exposure to national thought leaders in diversity and Board ensures that the organization remains a relevant, inclusion research and practice like Frans Johansson, differentiated, and effective resource. founder and CEO, Medici Group. Johansson demonstrated how the most innovative companies use their existing diversity as their most powerful competitive advantage to strategically drive growth and profitability.

2015 Board of Directors

Officers: Board Members:

Chairman Treasurer George Burciaga Tameka Morton Mark F. Furlong Robert L. Aguilar Managing Director of Global Partner Retired President and Chief Operating Officer Municipal Development Ernst & Young LLP Chief Executive Officer Cabrera Capital Markets, LLC & Innovation BMO Harris Bank N.A. CIVIQ Smartscapes John C. Robak Secretary President Vice Chairman Kip Kelley John W. Daniels, Jr. Greeley and Hansen Kevin B. Brookins President Chairman Emeritus Senior Vice President, Aon Affinity Quarles & Brady LLP William Santulli Strategy and Administration Executive Vice President & COO ComEd, An Exelon Company Stan Deans Advocate Health Care President, Retail Channel Immediate Past Chairwoman & US Package Operations Monica Walker Patricia Hemingway Hall UPS CEO and Chief Investment Officer President and Holland Capital Management LLC Chief Executive Officer Michael F. DeSantiago Health Care Service Corporation CEO & President, Energy Gordon G. Werkema & Built Environment Payments Strategy Director Primera Engineers, Ltd. Federal Reserve Bank of Chicago

Albert R. Grace, Jr. President Loop Capital 4 Chicago United’s CEO Connecting in the Community and in Media

Chicago United’s President and CEO Gloria Castillo has gained a reputation in the community as a passionate advocate and diversity thought leader who is frequently asked to speak at various business and nonprofit events. Below is a summary of the ways Castillo represented the organization in the community and in the media in 2015.

JANUARY: Castillo contributed to an article titled “8 Reasons Castillo participated as a speaker during a fireside chat Why CEOs Should Take the Time to Serve on Nonprofit titled, “Achieving Diversity and Inclusion in the Board Room,” Boards,” produced by Chief Executive, an on-line magazine hosted by the research center at University of Chicago Booth that provides real-world best practices, insightful analysis, School of Business as a part of its Social Enterprise Initiative. and meaningful peer interactions to improve the effective- ness of CEOs and the organizations they lead. Castillo represented Chicago United by attending the Living through Giving 3rd Annual James Tyree Foundation As a panelist for Hyatt Hotels’ Martin Luther King celebration, Fundraiser. hosted by its Multicultural Business Resource Group, Castillo provided insights regarding the impact Dr. King had, and Smart Business Magazine, a national chain of business continues to have, on inclusion. management journals that offer insight, advice, and strategy for C-level executives, featured a guest column written by Castillo attended “UIC Campus Insights: Research and Gloria Cast in their on-line magazine. Castillo presented, “Five Innovation on a Global Scale,” hosted by the University of steps to creating a more inclusive culture in your business.” Illinois Board of Trustees and President Robert Foster to create knowledge that transforms the world. MARCH: Castillo attended “The Update on the Chicago‘s Plan for Economic Growth and Jobs,” a forum hosted by the Chicago United served as a co-host for the Chicago Sinfonietta Economic Club of Chicago. annual Concert Tribute to Dr. Martin Luther King, Jr. Castillo was featured by the Jackie Robinson Foundation in a Castillo represented Chicago United by attending the 100 video tribute to Don Thompson, retired chairman and CEO of year anniversary of the Chicago Community Trust. McDonald’s Corporation, who received the ROBIE Award for Achievement in Industry. In a radio program, “The Diversity Hour of Power: The 2015 Launch,” hosted by Doug Harris, CEO of the Kaleidoscope Castillo was invited to participate as a panelist for the Group, and Hannah Stanley, radio hostess at WGN, Castillo culminating class of the Kellogg School of Management and Steve Pemberton, vice president and chief diversity MBA course, “Leading and Managing Diverse Organizations,” officer of Walgreens, discussed diversity versus inclusion, co-taught by Dr. Nicholas Pearce, clinical associate professor, recognizing that everyone has room to grow, and Steve’s Kellogg, and Tyronne Stoudemire, vice president, Global memoir, A Chance in the World. Diversity & Inclusion, Hyatt Hotels Corporation.

During the Hispanic Alliance for Career Enhancement’s On behalf of Chicago United, Castillo attended Mujeres (HACE) Leadership Academy Luncheon, Castillo provided Latinas en Acción – Voces Unidas: Version 2.0 an annual thought leadership in a roundtable discussion. HACE organizational networking fundraiser. Mujeres Latinas en positively impacts the American workplace by cultivating Acción empowers Latinas by providing services which reflect the pipeline of Latino talent and providing Latino their values and culture and being an advocate on the issues professionals the insight, access, and support to be that make a difference in their lives. successful in their careers.

FEBRUARY: Castillo provided expertise to help shape the discussion and participated in a dinner conversation with CT Partners, titled “How We Can Advance Latino Executives.”

5 2015 Year In Review – Disruptive Inclusion

Chicago United’s CEO Connecting in the Community and in Media

APRIL: Microsoft hosted “Civic Chat: Networking our and Mickey Ibarra, former assistant to President Bill Clinton Neighborhoods,” at Meet Advisors where Castillo provided a and director of the Office of Intergovernmental Affairs. spotlight for Chicago United and its impact. This invitation only event provided a network to establish relationships, build unity, and foster dialogue on issues important to the Latino community.

MAY: Castillo attended a Commercial Club Luncheon to gain perspective on “Innovation and Jobs: New Opportunities for Our Economy.”

The Executive’s Club of Chicago hosted their Global Leaders Luncheon Annual Meeting at which BMO Financial Corp. was awarded and Castillo attended. In an episode of Civic Chat: Networking Our Neighborhoods, featured at Microsoft-chicago.com, Shelley Stern Grach On behalf of Hyatt Hotels Corporation, Castillo attended the spoke with Castillo about Chicago United’s work to connect Women for Women International Luncheon. multiracial leaders and advocate relationships between minority-owned businesses and corporate partners on the On behalf of Chicago United media sponsor ABC 7 Chicago, basis of common interests. Castillo attended The Hispanic Executive’s Uniting Powerful Leaders Dinner. Castillo had the honor of being a keynote speaker at the Insight Center for Community Economic Development Board As a panelist for the Latino Magazine Diversity Forum, of Directors Spring meeting. Her talk, “Achieving Employment Castillo provided thought leadership on “How to Achieve Equity Identifying and Addressing Employment Disparities Multicultural Diversity and Inclusion in Corporate America.” by Race and Ethnicity,” highlighted leading practices of Chicago United member companies that champion policies JUNE: Castillo had the honor of giving the commencement and practices that effectively support diversity and inclusion. address for University of Phoenix, Chicago Campus.

Castillo attended The Executives’ Club of Chicago breakfast The Chinese American Service League (CASL) held it 26th featuring BMO Financial Corp. CEO & U.S. Country Head Annual Gala where Castillo, an Advisory Board member Chris Begy. and Dinner Gala Planning Committee member, personally hosted a table. The organization provides child and elder Negocios Now featured an article titled “What does “Thinking Big” care, employment training, family counseling, housing, and mean for Gloria Castillo?” about success, strategy, and scalability. financial education services.

University of Illinois at Chicago hosted a reception for Castillo attended the 111th Annual Meeting of Membership incoming Chancellor Michael D. Amiridis attended by Castillo. for the Chicagoland Chamber of Commerce with over 1000 of Chicago’s top business professionals. As a guest of Cushman & Wakefield, Castillo attended The Chicago Network, Women in the Forefront Luncheon. Castillo, a Mexican American Legal Defense and Education Fund (MALDEF) Board member, personally hosted a table Castillo attended the Latino Leaders Network Luncheon at their annual event. MALDEF promotes social change series featuring Dr. Juan Andrade, Jr. of United States Hispanic through advocacy, communications, community education, Leadership Institute, Lidia S. Martinez of Southwest Airlines and litigation.

6 Joined by the AGL Resources’ Board of Directors, Castillo JULY: The New American Alliance held an introductory dinner attended a reception to congratulate Beth Reese on her new for the American Latina Leadership Caucus. Castillo attended role as executive vice president and chief financial officer of to enhance the pipeline and accelerate the placement of AGL Resources and to welcome Melvin D. Williams as senior Latina leadership. vice president of AGL Resources and president of Nicor Gas. Castillo attended the Latino Leaders Network Luncheon Series Representing Chicago United, Castillo attended The Chicago honoring The Honorable Ken Salazar. This invitation only event Community Trust Centennial Reunion reception. provides a network to establish relationships, build unity, and foster dialogue on issues important to the Latino community. The Conference Board hosted a panel for the Council of U.S. Diversity & Inclusion Executives to share current best Castillo had the honor of being a keynote speaker for Chicago practices, and seek innovative approaches to strengthen Scholars where she addressed scholars, corporate representatives, workforce and marketplace inclusion and diversity strategies and stakeholders. Chicago Scholars is the largest college access and practices. Castillo, along with Ernst & Young Talent and success program in Chicago serving over 1,000 Scholars Leader, Central Region, Warren Smith, served as a panelist and each year in a 7-year college access and success mentoring and showcased Chicago United’s work as a model to promote greater career support program. diversity and inclusion through Chicago United’s Corporate Diversity Profile and cultural organizational audit. University of Illinois at Chicago Chancellor Michael Amiridis hosted Castillo and other local business and civic leaders for a Castillo attended The Executive’s Club annual CEO Fireside Chat, small private dinner at his residence in order to become better “Building Executive Presence: Views from the C-Suite,” featuing acquainted with many of Chicago’s leading civic leaders. Beth Reese, executive vice president and CEO, AGL Resources, Russell Stokes, CEO, GE Transportation, and longtime Chicago Smart Business Magazine, a national chain of business United Supporter Jose Luis Prado, retired president, Quaker Foods management journals that offers insight, advice, and strategy North America, PepsiCo. for C-level executives, featured a guest column written by Gloria Cast in their on-line magazine. “Chicago’s minority Castillo attended a tribute to Mark Furlong, retired president business community is ready to drive the city’s economy ahead,” and CEO, BMO Harris Bank, and Chicago United Board Chairman, recommended that the business community looks to support the hosted by BMO Financial Group. fiscal sustainability of the Chicago region and the state of Illinois, by leveraging relationships with local minority owned businesses. Castillo joined elected officials and Illinois utility leaders for the formal announcement of the formation of the Illinois AUGUST: Castillo represented Chicago United at the Barnes Utility Business Diversity Council. The Council is designed to & Thornburg Sixth Annual Celebration of Diversity to support grow business opportunities for diverse suppliers through honoree Steve Pemberton, divisional vice president and chief closer collaboration, technical development, and sharing of diversity officer,Walgreens . best practices. As a guest of ABC 7, Castillo attended the opening breakfast As the guest of William Blair, Castillo attended the Women’s for the Hispanic Business Expo, hosted by the Illinois Hispanic Leadership Forum event, “Innovative Women in Fashion.” Chamber of Commerce.

The University of Chicago hosted a The Employee Black Network of McDonald’s Corporation held University Community Service Center a Unity Summit where Castillo served as a moderator for a dinner for their Summer Links program. panel discussion to provide leadership insights that connect Castillo attended in support of the and engage employees for a sustainable McDonald’s. summer intern that worked at Chicago United. Summer Links is a 10-week social As a guest of Ariel Investments, Castillo attended the kickoff justice education and internship program luncheon at the Chicago Club for the 100,000 Opportunities for undergraduate students committed to Initiative which featured a dialogue with Mayor Rahm Khalifani Kitondo public service, community-building, and Emanuel to reignite the future career paths of the 5.5 million Summer Links Intern University of Chicago social change. 16 to 24-year-olds currently unemployed and not in school.

7 2015 Year In Review – Disruptive Inclusion

Chicago United’s CEO Connecting in the Community and in Media

Castillo attended the Latino Leaders Magazine 2015 Chicago is the premier network of leading authorities on Chicago Maestro Awards ceremony honoring awardees: corporate growth. James S. Cabrera, chief executive officer of UBM Facilities Services, Inc. and 2007 Chicago United Business Leader The Minority In-House Counsel Association (MIHCA) held of Color, J.C. Gonzalez-Mendez, retired president and CEO their annual conference in Chicago where Castillo served as of Ronald McDonald House Charities and 2009 Chicago a moderator for a panel discussion, titled “Providing Value to United Business Leader of Color, and Chuy Garcia, Cook Your Company through Nonprofit and For-Profit Board Service.” County Commissioner. MIHCA promotes the professional development, networking and career advancement of minority in-house counsel; to enable Joined by former Chicago United Board Chairman Mike minority in-house counsel to recruit other lawyers of color; and Lewis, retired financial services executive at BMO Harris to further increase diversity in the legal profession, especially in Bank and 2005 Chicago United Business Leader of Color, corporations. Castillo attended the Lucas Museum of Narrative Art Cocktail Reception & Update. Castillo served as a panelist for the Chicagoland Chamber of Commerce’s program, titled “Multigenerational, Multicultural: SEPTEMBER: Castillo, a Fellow, attended the CEO The New Workplace,” sponsored by the Mid-Market and Perspectives Reunion. CEO Perspectives is a unique leadership Emerging Leaders Forums to understand the impact of experience for executives reporting to the CEOs of Fortune demographic changes in customer and employee bases. 1000 companies that combines candid CEO conversations, academic insights, and intimate collaboration among OCTOBER: Castillo attended the annual Chicago Community participating executives to augment and accelerate their Trust’s State of Community Luncheon. ability to address and share responsibility for the CEO Agenda. Castillo interviewed Anne Pramaggiore, president and CEO, As a collaborative partner with the Women’s Business ComEd, at the Towson University Equal Access to Justice Award Development Center (WBDC), Castillo attended the 29th Luncheon honoring Pramaggiore as the William H. Avery Award Annual Entrepreneurial Women’s Conference representing recipient, hosted by the Metropolitan Family Services. Chicago United. The WBDC provides services and programs that support and accelerate women’s business ownership and strengthen their impact on the economy.

Castillo attended a Commercial Club Luncheon featuring Ginger Evans, commissioner of the Chicago Department of Aviation.

Kellogg School of Management at Northwestern University Left to right: Gloria Castillo, Anne Pramaggiore, and Karina Ayala-Bermejo, general counsel and executive vice president of Metropolitan Family Services. and the National Association of Diversity Officers in Higher Education held a Chief Diversity Officer Summit where Castillo served as a moderator for a panel discussion to The Executive’s Club of Chicago hosted a Global Leaders address leading practices in diversity and inclusion across Luncheon featuring Manpower CEO Jonas Prising, titled “The public and private industry. Future of Work in the Human Age,” attended by Castillo.

Castillo participated as a moderator for a conversation Castillo attended a reception hosted by Kurt Summers, with leading Chicago Executives hosted by the Association treasurer, City of Chicago, and 2013 Chicago United Business for Corporate Growth’s (ACG), CEO Insights Luncheon. ACG Leader of Color, which focused on “Investing In Our Chicago.”

8 The Resurrection Project held it 25th Anniversary Gala where Castillo gave remarks at McDonald’s Corporation’s retirement Castillo, Dinner Gala Host Committee member, sponsored celebration on behalf of J.C. Gonzalez-Mendez, retired a table. The Resurrection Project builds relationships and president and CEO of Ronald McDonald House Charities and challenges people to act on their faith and values to create 2009 Chicago United Business Leader of Color. healthy communities through organizing, education, and community development. Smart Business Magazine, a national chain of business management journals that offers insight, advice, and strategy Castillo attended the 75th Anniversary Dinner of Junior for C-level executives, featured a guest column written by Achievement of Chicago as the guest of BP America, Inc. Gloria Castillo in their on-line magazine. The article, titled “More needs to be done to increase workforce diversity,” On behalf of Hyatt Hotels Corporation, Castillo attended a recommends that local business leaders seeking to diversify private group discussion featuring Sal Khan of Khan Academy. talent pipelines and retain young urban professionals within their companies should: engage diverse employees around Castillo attended the Third Annual Executive Leadership company recruitment efforts and incentivize referrals; Forum, “Blind Spot: Hidden Biases of Good People,” hosted sponsor programs or organizations targeting diverse young by PwC and led by Dr. Mahzarin Banaji. professionals; and establish an internal mentorship program, pairing senior leaders with junior employees of color to Castillo attended the Chicago Scholars Onsite College provide one-on-one coaching and guidance. Admission Forum Luncheon, a celebratory luncheon where 148 selective to highly selective colleges and universities from DECEMBER: Diversity MBA Magazine featured Castillo in across the nation will interview one-on-one with the College an article titled, “A Force For Diversity Who Does Not Back Class of 2020 - comprised of 900 emerging young leaders. Down From Challenges,” in its print publication.

Castillo attended the paperback release of Norman Lear’s, Even This I Get To Experience as a guest of Ariel Capital Management, LLC.

Castillo was in attendance as Alwyn Lewis, chairman, chief executive officer and president, Potbelly Corporation, and 2011 Chicago United Business Leader of Color, was awarded for his dedication to mentorship at The YWCA’s 43rd Annual Leader Luncheon.

NOVEMBER: Forefront, formerly Donors Forum, celebrated Crain’s Chicago Business Advocacy Inserts their new name and visual identity with a special reception Chicago United produced three full-color, four-page, quarterly attended by Castillo. The reception honored Juan Salgado, supplemental inserts that were included in Crain’s Chicago president and CEO, Instituto Del Progreso Latino, who Business in 2015. These inserts help us introduce a wide and received the title of MacArthur Fellow, often referred to as general business audience to our advocacy, programs, and the “genius grant,” for his immigrant education efforts. products. We would like to thank Crain’s Chicago Business for their support, which illustrates their commitment to “The Next America: Connecting All Neighborhoods to diversity and inclusion as an essential investment. Opportunity,” attended by Castillo, featured City of Chicago Mayor Rahm Emanuel and panelists discussing urban revitalization.

Castillo attended the Illinois Utilities Business Diversity Council, “Business Diversity Think Tank,” luncheon and panel discussion.

9 2015 Year In Review – Disruptive Inclusion

The Bridge Awards Dinner

Chicago United hosted its Bridge Awards Dinner, Chicago’s premier event celebrating excellence in diversity and inclusion within corporate governance, on November 12, at the Hilton Chicago

Now in its 12th year, the annual program honors business leaders who advance multiracial diversity within corporate governance, the pipeline to management, and business partnerships. These awards bring visibility to those who Governor Bruce Rauner highlights the importance of business diversity and its role in local and state economic growth. have driven change and inspire others to follow. This year’s honorees included AbbVie Chairman of the Board and CEO Governor Bruce Rauner addressed business diversity and its Richard A. Gonzalez; Advocate Health Care President and role in economic growth throughout the state. BMO Harris CEO Jim Skogsbergh, and McDonald’s Corporation Global Bank President and CEO Dave Casper, the events presenting Chief Diversity Officer and Vice President of Community sponsor, discussed why multiracial diversity should be part Engagement Pat Harris. of best business practice.

Chicago United also introduced its 2015 Business Leaders of “The work of Chicago United has never been more important. Color (BLCs), 50 local executives who have been selected from Our advocacy has helped many companies to transform a nomination pool of 125+ diverse candidates to be featured in practices, open new opportunities, and measure results,” the organization’s biennial publication designated under the said Chicago United President and CEO Gloria Castillo. same name. Recognized for driving global competitiveness “The distinguished Bridge Award recipients are exemplary and demonstrating superior business acumen, the honored committed leaders who advance multiracial leadership multiracial business leaders are positioned for Fortune 1,000 in governance and local business partnerships. The 50 corporations seeking to diversity their boards of directors. remarkable Business Leaders of Color honored are ready to add significant value to Fortune 1000 enterprises.” Presenters at the Bridge Awards Dinner included representatives from the private sector, government, and nonprofit organizations. Cook County President Toni Preckwinkle welcomed attendees and discussed

Cook County President Toni Preckwinkle congratulates honorees during the Chicago United Bridge Awards Dinner held at the Hilton Chicago on Thursday, Nov. 12. Chicago United Chairman and BMO Harris Bank Retired President and CEO Mark Furlong presents McDonald’s Global Chief Diversity Officer & the importance of Chicago United’s mission as well as Vice President of Community Engagement Pat Harris with the 2015 Bridge Advocate Award for her achievements in advancing diversity and inclusion her support of the organization’s Five Forward program. within the global fast food chain’s regular business practices.

10 Chicago United Five Forward 20/20

Chicago United introduced Five Forward 20/20, the expansion of its Five Forward Initiative™, designed to strengthen the local economy and enhance job creation by supporting a stronger Chicagoland minority business enterprise (MBE) community in September of 2015. The advocacy organization is aiming to increase participation of Chicago-based corporations and local minority suppliers.

Minority Business Enterprises Grow in Scale by supporting a stronger Chicagoland minority business The Chicago United Five Forward Initiative engages the enterprise (MBE) community. corporate community in our common goal of strengthening the local economy and enhancing job creation by supporting The event, co-hosted with long-time Chicago United member a stronger Chicagoland minority business enterprise (MBE) company Mesirow Financial, featured a fast-paced and community. inspiring program consisting of intimate presentations, one- on-one interviews and a panel discussion with leaders from The Commitment Chicago corporations and the MBE community. Chicago area corporations commit to doing business with five local minority firms over five years. As local MBEs grow and enhance their position to compete for corporate contracts outside of Five Forward, the corporate community benefits from a more competitive pool of diverse businesses.

Supporting MBE Success The Five Forward program is strengthened by including stakeholder groups with common goals. Collaboration between corporate and MBE communities, Chicago area advocacy organizations, nonprofits, public sector agencies, and other technical assistance agencies will allow MBEs to perform to their maximum potential. Coordinated access to technical support, human resources services, and capital To kick off the event, Gloria Castillo, Chicago United ensure that local minority businesses will grow to better president and CEO (pictured left), Mark Furlong, Chicago meet the needs of Chicago’s corporate community with United chairman and retired president and CEO of BMO innovation and expanded markets. Harris Bank, and Richard Price, chairman and CEO of Mesirow Financial (pictured right), took to the stage for The Aspiration opening remarks during which each helped set the tone by Chicago will boast the largest number of MBEs of scale in emphasizing the significance of Five Forward and its impact the country. on the economic vitality of Chicago. Price also highlighted Mesirow Financial’s long-standing history with Chicago Five Forward 20/20 Launch: Igniting Job Creation United and support for Five Forward. September 24, 2015 Host: Mesirow Financial

Chicago gathered key business leaders, city officials and community partners to announce Five Forward 20/20, the expansion of its Five Forward Initiative™, designed to strengthen the local economy and enhance job creation

11 2015 Year In Review – Disruptive Inclusion

Chicago United Five Forward 20/20

Governor Bruce Rauner addressed the audience via a Pramaggiore (pictured above, right) described benefits of personalized video to express his support for Chicago the program to the other decision makers in the room. She United’s Five Forward Initiative and to reinforce the state’s noted, “Five Forward can help organizations create a value support in fueling MBE growth and job creation. system and a culture. And, it is also good for our city to grow small businesses. As we increase our muscle memory and Launching into the event’s core programming, Jere expertise in developing small businesses, not only will we Boyle, managing director of Economic and Community not lose entrepreneurs to other cities, but they will come to Development for the Federal Reserve Bank of Chicago took us because we are a hub and a place where they can grow to the stage to lead a panel discussion between key MBE their businesses.” Anne also highlighted the value of an leaders including Ash Luthra, president of LSL Healthcare, Inc.; inclusive approach to supplier diversity by sharing ComEd’s Stephanie Hickman, president and CEO of Trice Construction; successes and strategies. and Michael DeSantiago, co-founder, president and co-CEO of Primera Engineers. The three MBE leaders discussed what “Creating a more inclusive and business-friendly they view as the catalyst for MBE success and how their environment for MBEs is one of Chicago United’s main companies are leveraging Chicago United’s network and priorities as we understand the pivotal role it plays for the Five Forward Initiative. (Pictured below, left, individuals listed larger regional economy,” said Gloria Castillo, president pictured left to right.) and CEO of Chicago United (pictured above, left). “Our goal in hosting this event and expanding Five Forward is to spark economic growth of MBEs that will create jobs in communities of color. Allowing these businesses to increase capacity, grow in scale, and become capable of facilitating larger contracts will drive regional economic growth.”

Chicago United would like to thank the presenters, panelists, and attendees for their participation and ongoing support Following, Ralph Moore, president of RGMA, (pictured above, of the Five Forward Initiative. We would like to also provide right) addressed the audience outlining the value proposition a special thank you to Mesirow Financial for serving as the of Five Forward and the importance of supplier diversity to presenting sponsor and host of this important event. Chicago’s economic growth and vitality. Finally, Chicago United would like to call on its members, At the conclusion of the event, Gloria Castillo invited Anne supporters, and the broader local business community to join Pramaggiore, president and CEO of ComEd, to the stage for the movement and make a commitment to create a more an intimate one-on-one discussion on the importance of inclusive and business-friendly environment for MBEs by corporate commitment to the Five Forward 20/20 Initiative. joining Five Forward 20/20.

12 Business Leaders of Color Publication

Chicago United produced the seventh iteration of Business Leaders of Color in 2015. Through this publication, board chairmen, nominating committees, chief executives, and executive search firms can find exceptional individuals who currently serve, or are ready to contribute, as board directors for Fortune 1000 companies.

These 50 remarkable Chicago United presents this impressive group to the public men and women drive as well as nominating committees and search executives global competitiveness who seek the benefits diversity delivers to corporate boards. through demonstrated, We are proud to showcase them as candidates who are ready effective leadership. and able to add significant value to Fortune 1,000 enterprises. They lead large scale operations domestically Through its Business Leaders of Color publications, Chicago and internationally. United is proud to have featured nearly 320 board ready candidates biennially since 2003. During this time, these They cultivate innova- men and women have already rendered service in over 215 tion; motivate others corporate directorships. It is a remarkable record, and one within their organiza- worthy of further increase. tions and within their spheres of influence; and direct transformational change It takes a tremendous contribution by many to create this that positively impacts the bottom lines of their respective impactful publication. Chicago United membership, as well organizations. The leaders featured in this publication should as dedicated members of the community, rallied through be considered for corporate board directorships due to the five levels of committee participation. Once the committee diversity in perspective, broad range of professional experi- work was completed, the highly committed production ence, and proven track records of success they each uniquely team began producing a publication of exceptional quality. offer the greater business community. A listing of individuals who participated in the production of this product is included in the “Acknowledgements” section Human capital and innovation remain at the top the list of the publication. of business challenges, not only here in the United States, but globally. One untapped resource that addresses both We have tremendous appreciation for the members of of these issues is diversity. According to a recent McKinsey Chicago United and the Chicago business community & Company report titled Diversity Matters, it is 35 percent who provided nominations of exceptional individuals for more likely companies with ethnically diverse leadership will recognition in this publication. We’d like to recognize here outperform those less diverse. The study found companies in the incredible contribution of Committee Chair Billy Dexter, the top quartile for racially and ethnically diverse leadership partner, Heidrick & Struggles, and Committee Co-Chairs are 35 percent more likely to have financial returns above Latoria J. Farmer, diversity & corporate responsibility, KPMG their respective national industry median. LLP; Tyrone A. Forman, Ph.D., professor and vice provost for Diversity/senior advisor to the Chancellor; Ruby McCleary, Particularly in the United States, the study found a linear director, Supplier Diversity, United Airlines; and Julian Posada, relationship between diverse leadership and better financial EVP Marketing & Strategy, SunTimes Media Group. performance: for every 10 percent increase in racial and ethnic diversity on the senior-executive team, earnings We’d also like to thank Crain’s Chicago Business for their before interest and taxes (EBIT) rise 0.8 percent. extraordinary contribution of the distribution of this publication.

13 2015 Year In Review – Disruptive Inclusion

Business Leaders of Color Reception

October 21, 2015 Host: Northern Trust

The Business Leaders of Color reception provided an opportunity for the current Business Leaders of Color honorees, past Business Leaders of Color honorees, and Chicago United members to meet one another in a private setting. (Pictured left to right) David Arenas, managing partner, Reilly Partners; Billy Dexter, partner, Heidrick and Struggles, and board director for Metropolitan Club of Chicago; Michelle Collins, president, Cambium LLC, and board director for Health Care Service Corporation, Integrys Energy Group, Inc., and Ulta Beauty; Gloria Castillo, president and CEO, Chicago United; and James Wooten, former senior vice president, general counsel & secretary, Illinois Tool Works, and board director for Hyatt Hotels Corporation.

The most repeated recommendation from panelists was to create meaningful relationships with board representatives. Making yourself available and known to active board directors and executive search firms will allow these individuals to trust that you are ready to serve and feel comfortable supporting you in the process. Attendees were treated to remarks by Rick Waddell, president and CEO, Northern Trust. We thank Northern Trust Business Leaders of Color Strategy Session II, June 16, 2015 for hosting this inspiring introduction of the 2015 Business Host: Metropolitan Club of Chicago Leaders of Color. Topic: Leveraging Nonprofit Board Service

Business Leaders of Color Strategy Sessions

Chicago United’s Business Leaders of Color Strategy Sessions have a goal of mobilizing Business Leaders of Color toward advancing multiracial participation on corporate boards of directors. These sessions also provide Business Leaders of Color an opportunity to foster relationships among this elite group. We would like to thank the Metropolitan Club (pictured left to right) Dean Harrison, president & CEO, Northwestern of Chicago for hosting the 2015 Business Leaders of Color Healthcare; Gloria Castillo, president and CEO, Chicago United; Roger Crockett, president, R.O. Crockett Leadership Academy; Strategy Sessions. Madeleine Condit, founder and CEO for Madeleine Condit and Associates; Wendy DuBoe, president and CEO, United Way of Metro Chicago; and Dick Kiphart, interim president and CEO/chairman, Lyric Opera. Business Leaders of Color Strategy Session I, March 17, 2015 Host: Metropolitan Club of Chicago Chicago United’s second Business Leaders of Color Strategy Topic: Search Firm and Director Perspectives on Corporate Session focused on the benefits of nonprofit board service Board Nominations as a major opportunity for talent development and as

an opportunity to provide nonprofit organizations with During this inaugural session of the Business Leaders of Color corporate expertise. Attendees experienced an engaging Strategy Sessions, the Business Leaders of Color in attendance discussion that provided key insights into nonprofit board experienced an engaging discussion that provided executive service and how one might begin to leverage that experience search firms and corporate directors’ perspectives regarding to become more visible and develop relationships that lead key parts of the nominations process, including identification to corporate board service. and selection of new directors.

14 The panel started with sharing characteristics that boards Business Leaders of Color Panel Discussion look for in potential directors, such as specific expertise, independent thinking, and passion for the strategic goals The African American Association for Personal and and mission of the organization. Some time was dedicated Professional Growth (APPG), a Federal Reserve Bank of Chicago to addressing the differences between a job resume and a diversity network group, presented a Business Leaders of Color board resume and the specific components to developing a panel event that took place on December 3, 2015. Moderated board-ready resume. The panelists also discussed that the by Life Coach Monique Spence, Business Leaders of Color best ways for new board members to engage is through honorees Alex Bell, managing director, KPMG LLP, Kenneth the board’s committee work. This will not only help the Battle, partner, Quintairos, Prieto, Wood & Boyer, P.A., Jackie organization but assist in developing the relationships Muhammad, owner, Solutions Associates Consulting, Inc., needed to increase and demonstrate your skill set to other and Sonny Garg, energy solutions leader at Uptake, shared board members who may be in a position to recommend you their personal insights, advice, and career strategies with for other board opportunities. It is also the best way to gain a attendees. perspective about the organization you are serving.

Chicago United Member Meetings

Annual Meeting and Leadership Summit date including its Five Forward Initiative™, which is focused on March 11, 2015 regional economic development and job growth by increasing Hosted by: KPMG corporate contracts and partnerships with local minority- owned businesses. Chicago United held a highly successful Annual Meeting and Leadership Summit. The event, hosted by Chicago United The Annual Meeting concluded with a special presentation member and presenting sponsor KPMG, was the most from guest speaker, Michael Finney, senior advisor, Economic attended Annual Meeting and Summit to date, having more Growth, State of Michigan, who highlighted how the State of than double the attendees than last year. President and CEO Michigan has been successful in helping the City of Detroit Gloria Castillo, started the morning off with an in-depth look rebound its economy through a balanced and focused into the organization’s progress over the past year, including approach on talent enhancement, business growth and the new members who joined Chicago United in 2015, as well investment, and vibrant and reinvigorated communities, as provided a snapshot into priorities for 2015. drawing parallels to Chicago United’s Five Forward Initiative.

Following the Annual Meeting, members had the opportunity to participate in Chicago United’s second annual Leadership Summit, which featured interactive presentations from key Chicago business leaders in the areas of professional services, talent management, and procurement.

Professional Services Track Focusing on strategies for minorities on a partnership path in professional services, David Arenas, managing director, Reilly Partners, led a highly engaging panel discussion including From left to right: Patrick Canning, managing partner, KPMG, LLP; John Daniels, chairman, Quarles & Brady; Toni Cornelius, Michael Finney, senior advisor, Economic Growth, State of Michigan; Gloria Castillo, president and CEO, Chicago United; Mark Furlong, retired managing director, Inclusion and Workforce Strategy, president and CEO, BMO Harris Bank, and Chicago United Chairman; Mesirow Financial; and Warren Smith, central region talent Kevin Brookins, SVP, Strategy & Administration, ComEd, An Exelon Company leader, Ernst & Young LLP. The panelists shared insights Chairman Mark Furlong, retired president and CEO, BMO Harris into the path and strategy for developing clients achieving Bank, followed Gloria and discussed the important role that partnership status as a minority professional within their Chicago United continues to play in the Chicagoland business respective industries – law, financial services, and consulting. community, touting the organization’s accomplishments to

15 2015 Year In Review – Disruptive Inclusion

Chicago United Member Meetings

attendees with three key takeaways – focus on what you really want; take control of your emotions; and make it safe.

Procurement Track Phil Barreda, executive vice president, Chicago Minority Supplier Development Council, kicked off the first session of the procurement track which featured Ruby McCleary, director, Supplier Diversity, United Airlines, and Linda Boasmond, president, Cedar Concepts Corporation. The group From left to right: David Arenas, managing Presenter Paul Lipinski, director, Reilly Partners; John Daniels, chairman managing director, discussed what is needed to develop strong relationships emeritus, Quarles & Brady LLP; Toni Cornelius, People and Change, between minority business owners and supplier diversity managing director, Inclusion and Workforce KPMG LLP Strategy, Mesirow Financial; Warren Smith, professionals, stressing the importance of finding ways central region, Ernst & Young LLP to stand out such as finding commonalities between your To round out the professional services track, Paul Lipinski, business and potential partner. managing director, People and Change, KPMG, discussed talent driven growth opportunities for minority partners and associates in professional services, as well as highlighted the importance of a diversity and inclusion commitment at the top.

Talent Management Track Leading the conversation on the top trends in talent management, Claudia Saran, leader of KPMG’s People & Change Services, focused on KPMG’s five C’s framework – cost, compliance, capacity, capability and connection – to From left to right: Presenters Phil Barreda, EVP, Presenter Sharon Castillo, Chicago Minority Supplier Development Council; principal, SB Services Inc. show how companies can embrace certain measures to Linda Boasmond, president, Cedar Concepts ensure success when working with talent. Corp.; and Rudy McCleary, director, Supplier Diversity, United Airlines

To conclude the Procurement track, Sharon Castillo, principal, SB Services Inc., led an interactive discussion on the definition of supplier development and whether it is a corporation’s responsibility or the supplier’s to lead. She also highlighted a number of important U.S. entrepreneurial trends, reminding attendees of the impact they can have on innovation and job creation.

“Chicago United prides itself on providing members and From left to right: Marisabel Villanueva-Hucker, managing director, supporters from different business segments the opportunity Tax – Economic and Valuation Services, KPMG LLP, presenters Judith Honesty, founder and CEO, Honesty Consulting, and Claudia Saran, partner, KPMG LLP to come together to share experiences, knowledge and continue discussions directed at making our business Following, Judith Honesty, founder and CEO of Honesty community more inclusive and economically prosperous for Consulting, discussed successful ways organizations can all,” said Gloria Castillo. “And, I am confident that this year’s guide conversations about race in the workplace, arming Annual Meeting and Leadership Summit provided new and

16 thought provoking information which will translate into innovation with greater probability of generating, selecting, action that supports our members’ inclusion strategies.” and successfully executing the best ideas. The definition of diversity within corporations now reaches beyond Chicago United would like to thank the attendees traditional social identifiers adding dimension to the drive who enhanced each segment with their questions and for innovation. While Johansson feels that specialized skills commentary and the many expert presenters and panelists. in team members are important, he highlighted that they We would like to provide a special thank you to KPMG are becoming increasingly less critical compared to an for serving as the presenting sponsor and host of this array of cross-functional, global, racial, and gender diverse important event. perspectives, which leads to fresh new conversations and perspectives. Johansson added that diverse perspectives are Transformative Inclusion Series vital in valuing new ideas and seeing them through to fruition.

Through Chicago United’s Transformative Inclusion Members The session included Q&A where the executives in series, Chicago United members are introduced to nationally attendance had an opportunity to raise concerns specific and globally recognized thought leaders who challenge to their industries. How to execute on innovation within the way executives think and act as they develop inclusion a heavily regulated industry was one of the themes that strategies. emerged. Johansson highlighted that innovation is critical for regulated industries and it is possible to innovate as long May 12, 2015 as compliance executives are brought into the plan from Hosted by: PwC the start. Additionally, he recommended that companies Topic: National Thought Leader operating within heavily regulated industries take the smallest executable steps (SES) toward innovation to ensure The Medici Effect: Demonstrating How Diversity Fuels less exposure and risk while testing ideas and moving them Innovation forward.

Additional key takeaways included:

• Explore unlikely connections and find inspiration from different fields, industries, and cultures. • Diverse teams and networks enable companies to move faster and often require less money and resources. • Companies have a better chance of attacking any challenge CEOs and executives from Chicago United member through and with the help of diversity. companies gathered for a Transformative Inclusion Member • This process of leveraging diversity to drive innovation Forum hosted by PwC that featured Frans Johansson, (above) requires leadership commitment and a different way founder and CEO of Medici Group, to learn how diversity of thinking, and an intellectual understanding that the drives innovation. The interactive half-day session featured outcome is beyond just showing the numbers. an intimate CEO Roundtable and hour-long general session addressing challenges and questions faced by executives Chicago United would like to thank those who attended and surrounding diversity and innovation. enhanced the discussion in each session with their questions and commentary. We would also like to provide a special Given that the average company lifecycle has shrunk thank you to our guest speaker, Frans Johansson, and PwC, from 60 to 18 years, Johansson stressed the necessity of the host of this exclusive event. innovation for survival. According to the author of The Medici Effect, when a team is more diverse it fuels more

17 2015 Year In Review – Disruptive Inclusion

Chicago United Leadership Conference

October 16, 2015 opening remarks; each emphasizing the need for collective, Hosted by: Federal Reserve Bank of Chicago creative thinking around increasing career advancement Topic: Leadership Conference featuring CID Talks opportunities for professionals of color. The opening session concluded with a keynote address from Ken Oehler, Aon More than 200 business leaders joined Chicago United for Hewitt partner and global engagement practice leader, who its annual Leadership Conference. Now in its 12th year, the led a motivating discussion around “The Engaging Leader conference gathers business leaders across various industries Model” and its importance in keeping employees energized committed to increasing diversity within their organizations and productive. and across the broader Chicago business community. CID Talk: Session I Co-hosted with Chicago United member company Federal Michael Hernandez, partner at Franczek Radelet, moderated Reserve Bank of Chicago, the program featured a series of the first CID Talk session which covered topics including recruit- TED Talk-style presentations, each examining ideas around ment technology, economic sustainment, the Affordable Care fostering tolerant and inclusive business environments. Act, disabled professionals and the value of collaboration. Appropriately themed “CID Talks,” the program was designed to inspire organizations pursuing Culture, Inclusion and Diversity within its regular business practices.

Kimberly Casey, Chicago United manager of member programs, opened the conference by introducing program sponsor Valerie Van Meter, Federal Reserve Bank of Chicago senior vice president, Central Bank Services, System Leadership Initiative and director, Office of Minority and Women Inclusion, who welcomed conference attendees and commended their active engagement around the important discussion topic. Gloria Castillo, Chicago United president Session I CID Talk leaders (from L-R): Dr. Nicholas Pierce, clinical associate and CEO, and Mark Furlong, Chicago United chairman and professor, Kellogg School of Management, moderator Michael Hernandez, retired president and CEO of BMO Harris Bank, also delivered Franczek Radelet partner; Pamela Culpepper, Golin chief people officer; Marca Bristo, Access Living Chicago president and CEO; Amir Badr, Upkey founder and CEO; Ken Oehler, Aon Hewitt partner and global engagement practice leader; and Jerome Harper, Northern Trust vice president.

Amir Badr, founder and CEO of Upkey, started the first session with “A Better Way to Look for Talent” discussion. Badr provided a brief demonstration of his startup company’s innovative recruiting platform which collects data beyond typical employment qualifiers, and in turn, increases the pool of qualified candidates for recruiters. “Upkey provides an opportunity for employers to look beyond resumes and interview first impressions when sourcing talent,” said Badr. (Pictured L-R) Host Valerie Van Meter, SVP, Federal Reserve Bank of Chicago, “This recruiting tool makes it easier for hiring managers to Presenting Sponsor Mark Furlong, retired president and CEO, BMO Harris Bank, and chairman, Chicago United, and Gloria Castillo, president and CEO find ‘grit’ when evaluating candidates with hidden potential.” Chicago United.

18 Jerome Harper, Northern Trust vice president of corporate Victor B. Dickson, Safer Foundation president and CEO, responsibility, led a discussion cleverly titled “Brown is followed with a discussion themed “Poverty, Prisons & the New Green: What a Sustainable Economy means for Promise” which examined reentry programs and their Communities of Color” which honed in on the role African- important role in supporting community members with past American and Hispanic professionals and entrepreneurs play criminal records as they work to rebuild their lives. Dickson in shaping a sustainable economy. Pamela Culpepper, Golin also discussed barriers that exist for nearly 100 million people chief people officer, led the third CID Talk, “The Shifting Face in the U.S. who have criminal records, urging business leaders of Healthcare,” by sharing an overview of the demographical to examine its hiring practices and challenge the irrational fear and societal opportunities created by the Affordable Care of those with low-level, non-violent crime records. The session Act. Next, Marcia Bristo, president and CEO of Access Living concluded with Eric Weinheimer, Donors Forum president Chicago, raised awareness around the employment barriers and CEO, addressing the corporate benefits of partnering and disabled professionals face during her “Finding Hidden Talent: engaging with the nonprofit or social impact sector. The Competitive Advantage of Employees with Disabilities” discussion. Dr. Nicholas Pierce, clinical associate professor of Nazneen Razi, Health management and organizations, closed out the first session Care Service Corporation with a “Crayon Box Leadership” CID Talk. Using a crayon senior vice president and box metaphor, Pierce challenged conference participants to chief Human Resources enhance their cross-cultural competencies and pursue life officer (pictured right), with a global mindset. kicked off the closing session of the conference CID Talk: Session II by introducing the final speaker of the morning – Chicago Jazz Philharmonic’s Artistic Director, Orbert Davis (pictured left). An Emmy-Award winning trumpeter, Davis shared how he infused two declining genres of music, classical and jazz, to help increase the appeal of his unique 60 piece jazz- symphonic orchestra. Davis used his fusion of music as a metaphor for the mutually beneficial relationship that exists between collaboration and diversity.

Gloria Castillo took the stage to conclude the Leadership

Session II CID Talk leaders (from R-L): Victor B. Dickson, Safer Foundation Conference, “Creating a more inclusive business environment president and CEO; Kim Waller, Willis executive vice president; Alex Bell, for diverse professionals is one of Chicago United’s main KPMG managing director; Esther J. Cepeda, Washington Post nationally syndicated columnist; moderator Maria Lin, Northwestern Medicine director priorities. Our goal in hosting the Leadership Conference is of Human Resources; and Eric Weinheimer, Forefront president and CEO. to inspire the development of inclusive business practices by presenting thought-provoking innovative ideas and Maria Lin, Northwestern Medicine director of human practices used in varying industries in the U.S. and globally resources, moderated Session II which began with nationally by transformational leaders. The incredible roster of industry syndicated Washington Post columnist and U.S. Hispanic/ leaders illustrated a sense of what’s needed, a belief in what’s Latino issues expert, Esther J. Cepeda, who shared her possible, and a determination to make an impact.” inspiring career journey and insight into how she used self-empowerment as a vehicle for success. Next, Kim Chicago United would like to thank the presenters and Waller, Willis executive vice president, and Alex Bell, KPMG attendees for their participation and ongoing support. In managing director, leveraged their experiences to discuss the addition, we extend special thanks to Federal Reserve Bank impact talent is having on technology during “Technology of Chicago for serving as the host and BMO Harris Bank for and Talent – What You Should Know.” serving as the presenting sponsor of this important event.

19 2015 Year In Review – Disruptive Inclusion

CEO Sessions

CEO Sessions provide an opportunity for senior leaders to attend a peer level discussion of topics related to maintaining a positive corporate culture and driving business growth through diversity and inclusion. Chicago United serves as thought partner bringing to light issues senior leaders should consider in order to cultivate multiracial leadership in their business.

CEO Roundtables CEO Council Strategy Sessions The Chicago United CEO Roundtables are invitation only The strategy sessions are exclusive to Chicago United CEO events that bring together local CEOs who are governed by a Council members and are intended to be private, highly board of directors. Roundtable participants come together to interactive discussions of shared values among peers. experience presentations by national corporate leaders who exhibit leading diversity and inclusion practices. February 25, 2015 Hosted by: PwC The CEO Roundtable Series provides rare and valuable Topic: Inclusion Means Everyone: Reframing Diversity opportunities to engage in confidential peer dialogue focused on building diverse and inclusive leadership and a Chicago United member PwC reported on the findings of diverse board of directors, thereby providing strong evidence “The Study on White Men Leading through Diversity & of the importance that Chicago’s business leaders place on Inclusion,” the first research to analyze and improve the maximizing the benefits of culture in business. effectiveness of white men as they integrate diversity and inclusion into their leadership work. November 16, 2015 Chicago United CEO Roundtable Chris Brassell, national director, Office of Diversity, PwC, shared insights into the company’s thoughtful and Presenting sponsors of the Chicago United Bridge Awards intentional seven-year strategy to build a successful Dinner, Mark F. Furlong, Chicago United Board chairman and platform on which to launch their first diversity and David R. Casper, president and CEO, BMO Harris Bank, hosted inclusion office. Chris also discussed how they go about a CEO Roundtable. engaging more white male staff and executives in conversations around cultural dexterity through facilitating candid 90-minute conversations with 10-15 individuals per session. Each includes the following steps of engagement:

1. Expand the diversity dialog by listening and connecting to participant’s heads, hearts, and wallets. 2. Highlight the benefits of increased cultural dexterity and engagement. 3. Explore, own, and challenge assumptions. Jonas Prising, (above center) CEO, ManpowerGroup 4. Discuss how to move from intrigue to awareness and facilitated a dialogue with The 2015 Chicago United Bridge action. Award honoree Jim Skogsbergh, (above left) president & 5. Sustain the dialogue beyond the session. chief executive officer, Advocate Health Care. (Gloria Castillo is pictured right.) Many thanks to Chris Brassell for providing an intriguing synopsis of PwC’s innovative diversity and inclusion strategy. This roundtable represents a rare and valuable opportunity Chicago United would like to provide an extra special to engage in confidential peer dialogue focused on building thank you to Jim Kolar, market managing partner, PwC, for diverse and inclusive leadership. providing a gracious welcome to our guests.

20 May 12, 2015 Frans Johansson previewed his presentation to senior Hosted by: PwC leaders and invited CEOs to privately address challenges in Topic: A Private Breakfast and Discussion Led by Frans sparking innovation while building diverse and inclusive Johansson, founder and CEO, Medici Group work environments.

CEOs from Chicago United member companies gathered Chicago United would like to provide a special thank you to for an exclusive session hosted by PwC that featured Frans PwC, for hosting this exclusive event and providing registered Johansson, founder and CEO of Medici Group, to learn how CEO Council members in attendance with signed copies of diversity drives innovation. The Chicago United CEO Council Johansson’s book, The Medici Effect. gathered for an intimate breakfast with their peers where

Diversity Officer Roundtables

The Diversity Officer Roundtables bring diversity practitioners from Chicago United member corporations together to engage in peer dialogue about current challenges and leading practices in diversity and inclusion strategy and implementation. Members gain knowledge across organizations and develop tactics to be applied in their own environments.

February 4, 2014 building allies. As an example, McDonald’s engages in Hosted by: Bank of America leadership chats. Topic: Succession Planning: Developing Your Bench Strength 3. Employee Engagement – Employee resource groups and networks engage employees, over 118 countries and 1.8 million employees, and help them to feel connected. McDonald’s uses a Leadership at McDonalds Pipeline (LEAP) program, where high potential employees are identified and internally groomed for future officer positions through an eighteen month interactive program. 4. Community Engagement – Corporate responsibility to Pat Harris, the global chief diversity officer and vice president give back to the communities they serve is ingrained of community engagement at McDonald’s, facilitated a and embeds diversity in various business operations. thought provoking roundtable about leading strategies and challenges of connecting diversity and inclusion to Harris closed the session by sharing a tip she tells her succession planning. colleagues: “Have courage to face uncomfortable situations.”

Ms. Harris attributes McDonald’s competitive advantage to June 2, 2015 four success factors around diversity and inclusion. Hosted by: Bank of America Topic: Diversity and Inclusion Drives Employee Engagement 1. Leadership Commitment and Accountability – The board of directors and CEO must be committed and Namrata Yadav, vice president, Learning and accountable to diversity and inclusion efforts. Leadership Development at Bank of America, 2. Diversity Education – Honest conversations, including facilitated a thought provoking roundtable informal diversity education with sitting leaders about about Bank of America’s strategy to impact issues management around diversity, are critical in awareness, behaviors, and culture.

21 2015 Year In Review – Disruptive Inclusion

Diversity Officer Roundtables

Yadav discussed the preface for how Bank of America’s mentorship. Brown expressed her view on the potential risks Diversity and Inclusion Innovation Lab intends to drive and challenges that come with sponsorship identification employee engagement enterprise wide. Yadav expressed and follow through. her view on having a long term focus and organizational strategy to shift the culture in her organization to one of Building trust between the sponsor and protégé, having more inclusivity. clearly defined leadership opportunities, and providing tangible value were a few of the insights shared among There was a robust discussion at the roundtable of all who participants. attended that included shifting culture, accountability, onboarding, developing a D& I index and characteristics of Vilma Chan, diversity leader: Greater Chicago Market of PwC inclusive leadership. highlighted the first research to analyze and improve the effectiveness of white men as they integrate diversity and Gloria Castillo, president and CEO of Chicago United, inclusion into their leadership work. highlighted Chicago United’s Corporate Diversity Profile, a biennial study that measures racial diversity specifically We would like to thank our highly-skilled facilitators Pat in the leadership ranks of large corporations, on corporate Harris, global chief diversity officer and vice president of boards, and in executive level management. It is a benchmark community engagement at McDonald’s; Namrata Yadav, for corporations to measure their progress in this area. vice president, Learning and Leadership Development at Bank of America and Paula J. Brown, manager, Diversity & August 4, 2015 Inclusion/community employment liaison at Rush University Hosted by: Bank of America Medical Center, along everyone who participated. Chicago Topic: Turning Diverse Employees into Leaders through United would like to provide an extra special thank you to Sponsorship Identification Keith Wagenknecht, senior vice president of Global Human Resources for Bank of America, our 2015 Diversity Officer Roundtable series sponsor and host.

Paula J. Brown, manager, Diversity & Inclusion/community employment liaison at Rush University Medical Center, facilitated an engaging thought provoking roundtable about the value of sponsorship. Brown level set the roundtable by addressing the differences between sponsorship and

22 Leaders Council Series

The Leaders Council Series showcase transformative talks with experts in order to advance diversity and inclusion. The programs offer members an opportunity to deepen relationships and expand their toolkit of leading inclusion strategies.

February 12, 2015 The CSZ team all demonstrated that the Zoo’s commitment Hosted by: PNC Bank to diversity is mission critical through their individual Topic: Leveraging Diversity to Improve Business Performance presentations. Attendees participated in capacity building hands on exercises, got up close and personal with zoo animals, and had a sneak peek into a new exhibit pre-opening. This program provided attendees with an opportunity to see how the CSZ University leadership training is carried out internally for employees and executives, as well as how other companies can use CSZ University as a resource.

Wil Lewis, diversity and inclusion executive in Consumer, Wealth & Investment Management at Bank of America provided highlights of Bank of America’s Conversation Series, a dynamic and engaging program that introduces diversity topics to a broad audience of leaders and managers in order to create opportunities for dialogue to promote a deeper understanding of the banks diversity and inclusion Chicago United would like to thank our expert presenters, commitment. Wil Lewis, Diversity & Inclusion Executive Consumer, Wealth & Investment Management., and the Chicago Zoological Society. Chicago United would like to provide an extra June 18, 2015 special thank you to Craig Esko, senior vice president, client Sponsored by: PNC Bank and community relations director, Chicago market for PNC, Hosted by: Chicago Zoological Society/Brookfield Zoo the 2015 Leaders Council sessions series sponsor. Topic: Exclusive Leadership Experience

Chicago Zoological Society/Brookfield Zoo provided an excellent leadership program that was dynamic and engaging. The Session was kicked off by Stuart Strahl, president of the Chicago Zoological Society (CZS), who talked about how CZS embeds diversity as a core value into all facets of operations to build and inclusive culture.

23 Chairman’s Awards

Each year Chicago United presents awards on behalf of the Chairman of the Board in six categories: Organizational Visionary, Program Champion, Chicago United Ambassador, Chicago United Benefactor, CEO Council Champion, and The Championship Team.

The awards are presented at the Annual Meeting and those receiving Honorable Recognition will receive a letter from the Chairman thanking them for their service.

Awards are presented to members who are not currently serving on the Board of Directors

Leaders Council Recognition

Organizational Visionary Those who help to develop the future of the organization through policy and program initiatives.

Program Champion Those who help to develop and support CU programs and products including member programs, research, and advocacy.

Chicago United Ambassador Those who connect Chicago United to other organizations and communities.

Chicago United Benefactor Those who help Chicago United develop the financial and in kind resources to support our programs.

Member Recognition

CEO Council Champion The award honors a CEO Council member who has made a significant contribution to the advocacy, programs, or resources of Chicago United.

The Championship Team The award honors a member organization team who together, has made a significant contribution to the advocacy, programs, or resources of Chicago United. The team includes the CEO Council member, Leaders Council members, and other participants from the enterprise who lend support to the Chicago United Members.

24 2015 Ambassador Paula J. Brown, Manager, Diversity & Inclusion, Community Employment Liaison, Rush University Medical Center

2015 Benefactor Craig Esko, Senior Vice President, Client and Community Relations, PNC Bank

2015 Program Champion Billy Dexter, Partner, Heidrick & Struggles

2015 Visionary Richard Gamble, Senior Vice President of Operations, Chicago Zoological Society

2015 CEO Council Champion Richard S. Price, Chairman and CEO, Mesirow Financial

2015 Champion Team KPMG LLP

2015 Program Champion Honorable Mentions

Robert L. Aguilar, Chief Operating Officer, Cabrera Capital Markets, LLC Steve Ball, Associate Vice President, Development, Chicago Botanic Garden Erik D. Barefield, Senior Managing Director, Mesirow Advanced Strategies, Inc. Irma V. Bates, Vice President, Montenegro Kenneth M. Battle, Partner, Quintairos, Prieto, Wood & Boyer, P.A. Santino Bibbo, Managing Director, Cabrera Capital Markets, LLC Monica Billinger, Senior Manager, Global Supplier Diversity & Sustainability, Baxter International Inc. James F. Boudreau, Executive Vice President, External Affairs, Chicago Botanic Garden Jaimeen Brahmbhatt, Director Digital Recruitment & Innovation, Abbott Kevin B. Brookins, Senior Vice President, Strategy & Administration, ComEd, An Exelon Company Elevene M. Bryant, Vice President, Service Delivery Operations, Health Care Service Corporation Derrick E. Buckingham, Vice President, The Hollins Group, Inc. Michael J. Cabrera, President, UBM Facility Services Inc. Patty Cadorin, Vice President and Chief of Staff, Office of the CEO, BMO Harris Bank Willie E. Carrington, Principal, Carrington & Carrington, Ltd. Carla Carstens, Chairman of Diversity Initiatives, Financial Executives International, Chicago Chapter Julie Chavez, Senior Vice President, Market Manager, Bank of America Randy Cobb, Managing Director, Diversity and Inclusion for AGL Resources, Nicor Gas Lawrena Colombo, Partner, PwC LLP Lester N. Coney, Executive Vice President, Office of the Chairman, Mesirow Financial Toni E. Cornelius, Managing Director, Inclusion and Workforce Strategy, Office of the Chairman, Mesirow Financial Valerie Corr-Hanserd, Director, Communications and External Affairs, BP America Inc. Pamela Culpepper, Chief People Officer, Golin Deila Davis, Director, Government Affairs, Access Community Health Network Unis Davis, Vice President of Operations, Endow, Inc. Pedro DeJesús, Executive Vice President, General Council & Corporate Secretary, Tampico Beverages, Inc. Melissa Donaldson, Director, Diversity Networks & Communication, Walgreen Co.

25 Chairman’s Awards

2015 Program Champion Honorable Mentions continued

Glenn Eden, Senior Vice President, Weber Shandwick Anne Edmunds, Regional Director, Midwest Division, Manpower Michael Espinosa, Director of Engineering, CSMI Latoria (Tori) J. Farmer, Executive Director, Office of Diversity and Corporate Responsibility, KPMG LLP Kathy Ford, Partner, Ernst & Young LLP Tyrone A. Forman, Ph. D., Professor and Vice Provost for Diversity/Senior Advisor to the Chancellor, University of Illinois at Chicago Torrey Foster, Regional Leader, Americas, Heidrick & Struggles International, Inc. Lancert Foster, Vice President, RGMA Corliss V. Garner, Vice President & Senior Manager, Diverse Markets, BMO Harris Bank Albert R. Grace, Jr., President, Loop Capital Shelly Green, Senior Director, Talent Management & Diversity, USG Corporation Jake J. Groenewold, Senior Vice President, Supply Chain, University HealthSystem Consortium (UHC) Academic Medical Center (AMC) Network Julie M. Hansen, Senior Manager, Diversity & Inclusion, Corporate Human Resources, AbbVie Pat Harris, Global Chief Diversity Officer, Vice President, Community Engagement, McDonald’s Corporation Brett J. Hart, Executive Vice President and General Counsel, United Airlines Ted Hawkins, Partner Advisory, PwC LLP Shyrl E. Hoover, Senior Manager Talent Acquisition, Abbott Debra Jennings-Johnson, Senior Director, Supplier Diversity, BP America Inc. LaVon Johns, Partner, Gonzalez, Saggio and Harlan, LLC Gregory D. Jones, Managing Director, Diversity & Inclusion, United Airlines Leatha King, Senior Manager, Supplier Diversity, AON Janine Landow-Esser, Partner and Co-Chair Diversity Inclusion Committee, Quarles & Brady LLP Catherine Lavery, Chief Administrative Officer, Holland Capital Management LLC Andrew Lee, Vice President, Diversity & Inclusion, Advocate Health Care Kim Barker Lee, Vice President, Legal and Regulatory Compliance, Northstar Lottery Group Wil Lewis, Diversity & Inclusion Executive, Bank of America Maria C. Lin, Director, Human Resources, Northwestern Medicine Marilyn Lissner, Executive Director, Cushman & Wakefield Inc. Fawn Lopez, Vice President/Publisher, Crain’s Communication/Modern Healthcare/Modern Physician Maggie Martensen, Vice President of Communications, Financial Executives International Lisa Martin, Chief Diversity Officer, Bryan Cave LLP Jeanne K. Mason, Ph. D., Corporate Vice President of Human Resources, Baxter International Inc. Ruby McCleary, Director Supplier Diversity, United Airlines Janeen McGreal, Controller, Financial Executives International Leslie D. Minier, Partner & Chief Diversity Officer, Katten Muchin Rosenman LLP Jennifer Montague, Director Revenue Management, ComEd Dennis Montgomery, President, COR Consulting Group Sheila M. O’Grady, Consultant, Spencer Stuart Alberto Ortega, Director, Community Relations, Sodexo Pedro J. Cevallos-Candau, CEO & President Transportation & Infrastructure, Primera Engineers, Ltd. Steve Pemberton, Global Chief Diversity Officer Vice President, Diversity and Inclusion, Walgreen Boots Alliance Rodney Perry, Partner, Bryan Cave LLP R. Delacy Peters, Jr., Partner, Gonzalez, Saggio and Harlan, LLC

26 Terry Peterson, Vice President of Corporate & External Affairs, Rush University Medical Center Dawn Nash Pfeiffer, Chief Marketing Officer, SDI (System Development.Integration, LLC) Julian G. Posada, EVP Marketing and Strategy, Chicago SunTimes Nadia M. Quarles, Esq., Assistant Vice President Office of Business Diversity, The University of Chicago Jacki Robinson-Ivy, Vice President, Public Affairs & Government Relations, Northern Trust Lisa A. Rowe, Senior Vice President, AON Andrea Schwartz, Vice President of Media Relations & Cause Marketing for Macy’s North and Midwest Regions, Macy’s Sandra Sciulli, Development Manager, CSMI William Sharp, Vice President Corporate Community Affairs, Blue Cross Blue Shield of Illinois Fred Siegman, President, Siegman Consulting Services John Silmon, Director, Advisor, KPMG LLP Kevin Slaughter, Partner, Quarles & Brady LLP Cristina Sotelino, Vice President of Communications and Community Engagement, Access Community Health Network Farah Speer, Executive Director, North American Healthcare Practice Leader, Golin Tyronne Stoudemire, Vice President, Global Diversity & Inclusion, Hyatt Hotels Corporation Cedric Thurman, U.S. Head Diversity & Inclusion, BMO Harris Bank Darryl Tom, Partner, Quintairos, Prieto, Wood & Boyer, P.A. Valerie J. Van Meter, Senior Vice President, Central Bank Services, System Leadership Initiative and Director, Office of Minority and Women Inclusion, Federal Reserve Bank of Chicago Marisabel Villanueva-Hucker, Managing Director, KPMG LLP Susan Wan, Vice President, Business Development, University HealthSystem Consortium (UHC) Academic Medical Center (AMC) Network Stephanie Wang, Director, Transaction Procurement Supply Chain, Nicor Gas James S. Williams, Jr., Director, Diversity, Inclusion and Equity, The University of Chicago Medicine Terri Woods, Director of Human Resources, Greeley and Hansen Timothy W. Wright III, Managing Partner, Operations, Quintairos, Prieto, Wood & Boyer, P.A. Namrata Yadav, Senior Vice President, Diversity & Inclusion Learning & Leadership Development, Bank of America Zandra Zuno, Executive Director, Multicultural Practice Lead, Golin

2015 Ambassador Award Honorable Mentions

Jeremiah Boyle, Managing Director of Community and Economic Development, Federal Reserve Bank of Chicago Michael J. Hernandez, Equity Partner and Firm Diversity Officer, Franczek Radelet P.C. Juan J. Mir, CTP, Senior Vice President, International Banking, PNC Bank Valerie King, Director of Marketing, Holland Capital Management LLC Jim Konrad, Director Procurement and Payment Services, Northwestern University Kathy Lietz, Senior Manager, Compensation and Diversity, USG Corporation Anise Wiley-Little, Chief Human Capital & Diversity Officer, Northwestern University

2015 Benefactor Award Honorable Mentions

Vilma Chan, Diversity Leader, Greater Chicago Market, PwC LLP Sandra Dornhecker, Vice President of Human Resources, Chicago Zoological Society Jo-Elle Mogermann, Vice President of Institutional Planning & Inclusion, Chicago Zoological Society Keith Wagenknecht, Senior Vice President of Global Human Resources, Bank of America

27 THE WORK OF CHICAGO UNITED IS MADE POSSIBLE BY THE SUPPORT OF OUR MEMBERS:

Abbott Franczek Radelet P.C. Odell Hicks & Company, LLC AbbVie General Electric Company PNC Bank Access Community Health Network Golin Prado & Renteria CPAs Prof. Corp. Advocate Health Care Grant Law, LLC Primera Engineers, Ltd. Aon Greeley and Hansen Pugh, Jones & Johnson, P.C. Ariel Investments Heidrick & Struggles PwC LLP Astellas US, LLC Hispanic Housing Development Corporation Quarles & Brady LLP Bank of America Holland Capital Management LLC Quintairos, Prieto, Wood & Boyer, P.A. Baxter International Inc. The Hollins Group Inc. RGMA Blue Cross Blue Shield of Illinois/ Hyatt Hotels Corporation RME (Rubinos & Mesia Engineers, Inc.) Health Care Service Corporation Johnson, Blumberg & Associates, LLC Roosevelt University BMO Harris Bank N.A. Katten Muchin Rosenman LLP Rush University Medical Center BP America Inc. KPMG LLP Sanchez Daniels & Hoffman LLP Bryan Cave LLP Krieg DeVault LLP Sidley Austin LLP Cabrera Capital Markets, LLC Laner, Muchin, Ltd. Sodexo Carrington & Carrington, Ltd. Loop Capital Spencer Stuart Central City Productions, Inc. LSL Healthcare Inc. Tampico Beverages, Inc. Chicago Botanic Garden Macy’s UBM Facility Services Inc. The Chicago Community Trust Manpower United Airlines Chicago Sun-Times McDonald’s Corporation The University of Chicago / The Chicago Urban League University of Chicago Medicine Mesirow Financial The Chicago Zoological Society University HealthSystem Consortium (UHC) MillerCoors Academic Medical Center (AMC) Network CIVIQ Smartscapes Mitchell & Titus, LLP University of Illinois at Chicago ComEd, An Exelon Company Montenegro UPS Crain’s Chicago Business MZI Group Inc. USG Corporation CSMI Nicor Gas Walgreens Cushman & Wakefield NJW Consulting Washington, Pittman & McKeever, LLC Endow, Inc. Northern Trust Weber Shandwick Ernst & Young LLP Northstar Lottery Group Wedgeworth Business Communications Federal Reserve Bank of Chicago Northwestern Medicine Wynndalco Enterprises, LLC Financial Executives International Northwestern University

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