Conference Agenda
Monday, June 02, 2008
7:30 AM - 8:15 AM
Registration Open & Continental Breakfast
8:15 AM - 8:30 AM
Chairman's Welcome and Opening Comments
Carter Kirkwood
Founder and Chief Executive Officer
VaultStreet, a service of Docuthentic LLC.
8:30 AM - 9:15 AM
Keynote: What's Next for Sustainability: the CEO Perspective
Presenters:
Chris Laszlo
Managing Partner and co-founder
Sustainable Value Partners, LLC
Visiting Professor
Case Weatherhead School of Management
Jean-Francois Laugel
Partner
Sustainable Value Partners, LLC
9:15 AM - 10:15 AM
Roundtable: The Case for Going Green
There is no denying that banks do have a role to play that is larger than its own carbon footprint. Leading financial service institutions such as Bank of America
and Citigroup have earmarked $20 and $50 billion respectively over the next 10 years for various initiatives. As employees and consumers alike become more sensitive to the part they play in conserving the environment banks must respond
in order to stay competitive and because there is a world of great things to be
accomplished.
Listen in as leading industry experts share their thoughts of where we've come from, where we are and where we are heading.
Moderator:
Mark Long
News Editor
Dow Jones Newswires - Energy
Panelists:
Matthew Arnold
Principal
Sustainable Finance
Mindy S. Lubber JD, MBA
President
Ceres
Karen Ogden
Principal, Global Commodities
Bank of America
Amanda Pitre-Hayes
Manager, Environmental Programs
Vancity Credit Union
Bruce S. Schlein
Vice President of Environmental Affairs
Citi
Rebecca Tarbotton
Global Finance Campaign
Rainforest Action Network
10:15 AM - 10:45 AM
Refreshment Break
10:45 AM - 11:30 AM
Latest Research on Banks Going Green: Key Findings and Implications
Results of a just completed study by Javelin and updated research at TowersGroup provide insight into the latest public sentiment about businesses going green and why being part of the solution and not the problem can mean the difference between being a good bank and being a great bank.
Panelists:
Inci Kaya
Quantitative Analyst
TowerGroup
Mark Schwanhausser
Multi-Channel FInancial Services Analyst
Javelin Strategy & Research
11:30 AM - 12:15 PM
Greening Your Branch
What is your facility's attitude toward green building strategies and concepts?
Can the choices you make to the upkeep of your current building and/or the planning of your future new building really make an important difference in the local, regional and global ecosystems?
This dynamic discussion between a top global bank, a smaller regional bank and a representative from the organization that has given us the nationally accepted benchmark for the design, construction and operation of high performance green buildings will give you some food for thought on the strategies and concepts you can start implementing at your facility today.
Moderator:
Joanna Black
Co-founder and Partner
G-Squared Group Inc.
Panelists:
Lois Grobert
Citi Realty Services Sustainability Program Manager
Citi
Marc Heisterkamp
Manager, Market Development, Corporate/Investment Real Estate Sector
U.S. Green Building Council
Sue Larew
Consumer Group Banking Manager
First Interstate Bank
12:15 PM - 12:45 PM
Driving Sales through Your Green Campaign
So you've begun to make changes at your bank that will make a difference for the environment in your community.
The next question is: How do you now communicate this in a way that lures and converts potential customers?
Communicating what your bank is doing at the corporate level is something HSBC knows first hand how to do well. In 2005 HSBC became the world's first major bank to become 100 percent carbon neutral among other important recognitions since then. In 2007 with the launch of their "There's No Small Change" campaign, they began to get the message out. What has been the result of this campaign for HSBC? What insights might you glean from the thought process behind this campaign and the mistakes learned?
Nicole M. Rousseau
Vice President of Retail Marketing
HSBC
12:45 PM - 1:45 PM
Luncheon Keynote: Go Electronic for the Environment...PayItGreen
Stuart Williams
Director, Payment Services
CheckFree - now part of Fiserv
Co-chair
NACHA PayItGreen Alliance
Craig Vaream
ACH and Global Check Deposits Product Executive
JPMorgan Chase
Co-chair
NACHA PayItGreen Alliance
1:45 PM - 2:30 PM
Greening Your Data Center
The economics of the data center have changed radically. The increasing use of energy used to cool and power data centers has doubled since the year 2000 with the costs of supporting this growth eating into business profits.
Socially responsible and profitability are two words that today can go along with the words data center.
This session will help you better understand the impacts and savings potential for more efficient enterprise servers and data centers, and how to implement effective strategies and best practices to make it happen.
Moderator:
Fred S. Winegust
Worldwide Financial Services Sector Marketing
IBM Canada Ltd.
Richard J. De Lotto
Principal Research Analyst
Gartner
Lynda Y. Pak
Director
Deloitte Consulting LLP
Mike Rosenstein
Senior Manager, Eastern Region, Commercial Business Development
AMD
2:30 PM - 3:15 PM
Case Study: Sovereign Bank Goes Green to Promote Paperless Billing
In a recent survey, 52 percent of consumers receiving electronic bills cited receiving bills in electronic form helps our nations environment as a major reason why they chose to receive e-bills. As going green becomes a red hot issue, financial institutions can capitalize on the opportunity to increase customer loyalty and profitability while conserving the environment through the promotion of paperless e-bills.
In this session Sovereign Bank will outline the tactics of an environmentally focused marketing campaign that has resulted in triple-digit increases in e-bill adoption.
Faylene Bell
Manager, Channel Marketing
CheckFree - now part of Fiserv
Jenny Dixon
Bill Pay Product Manager
Sovereign Bank
3:15 PM - 3:45 PM
Refreshment Break
3:45 PM - 4:30 PM
Panel: Going Green Can Be As Easy As...
Where and how do you start to make a difference in how your business operates no matter what your size? This session will provide practical tips through the experiences of organizations that have taken steps in:
- Recycling & Waste Reduction
- Energy & Water Efficiency
- Getting Employees Involved
- Paperless
- Telecommuting
Moderator:
Felipe Albertani
President
EcoStrategy
Panelists:
Edan Dionne
Director, Corporate Environmental Affairs
IBM Corporation
Daria K. Milburn
Vice President, Environmental Affairs
Wachovia Corporation
Amanda Pitre-Hayes
Manager, Environmental Programs
Vancity Credit Union
Anna Stark
Program Manager
ENERGY STAR Commercial Markets
4:30 PM - 5:15 PM
Panel: Processes and Lessons Learned
How do you fit the needs and preferences of your customer and local community circumstances to create environmentally friendly products and services? How do banks make decisions on what to focus on? This session will tell the story of the small bank, the mid-size bank and the larger bank.
Joel Freehling
Manager, Triple Bottom Line Innovations
Shore Bank
Peter Liu
Founding Partner
New Resource Bank
5:15 PM - 6:15 PM
Reception
Tuesday, June 03, 2008
8:00 AM - 8:45 AM
Continental Breakfast
8:45 AM - 9:00 AM
Chairman's Day Two Introduction
Carter Kirkwood
Founder and Chief Executive Officer
VaultStreet, a service of Docuthentic LLC.
9:00 AM - 9:45 AM
Keynote: Profiting from Sustainability: The "Green is Green" Approach to Environmental Leadership
Andrew L. Shapiro
Founder and CEO
GreenOrder, Inc.
9:45 AM - 10:00 AM
Refreshment Break
10:00 AM - 11:00 AM
Green Banking Products & Services Primer
There is no denying that the demand for green products is here.
The challenge: How do you deliver?
There is a lot of revenue up for
grabs for the bank that moves forward in this area and competition is already heating up. Loans, credit cards, investment products are just a few of the ways banks are capitalizing on this new potential revenue stream.
This session will give you a look at some of the "out of the box" products and services being developed, thoughts on what is coming down the road lessons learned on creating financially viable new products.
Patti Prairie
CEO
Brighter Planet
Stuart Tyrie
Vice President and Program Manager
Wells Fargo - National Builder Division
11:00 AM - 11:30 AM
Avoiding Consumer Backlash in Your Green Strategy: Get Real, Think Fast & Act Naturally
A green marketing tipping point is quickly approaching with all of the various company green initiatives and media that follows. How does a green marketing strategy not come across as appearing desperate or opportunistic? Some best practices are in order and what you can expect to walk away with in hearing this eye opening presentation.
Kevin Tuerff
Principal and President
EnviroMedia Social Marketing