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1st Annual Changing Color of Leadership Conference and Bridge Awards Dinner Leadership Principles for a Changing World November 10, 2004 Westin River North, Chicago IL

Sponsored By:

The work of Chicago United is made possible by the support of our members: Abbott Laboratories, Inc

Jewel-Osco

Advocate HealthCare

LaSalle Bank N.A.

Aon Corporation

Loop Capital Markets, LLC

Ariel Capital Management, Inc.

Marshall Fieldâ€™s

Azteca Foods, Inc.

Mayer, Brown, Rowe & Maw

Bank of America

Mesirow Financial

Baxter International, Inc.

Neal, Murdock & Leroy, LLC

Blue Cross and Blue Shield of Illinois

NJW & Associates

Bonaparte Corporation

Northern Trust Corporation

Northwestern Memorial Hospital

Burris, Wright, Slaughter & Tom

Nuveen Investments

Cabrera Capital Management

Odell Hicks & Company

Carrington & Carrington, Ltd.

Peoples Energy Corporation

Chicago State University

Primera Engineers, Ltd.

Chicago Symphony Orchestra

RGMA

Chicago Tribune Company

Rush University Medical Center

Chicago Urban League

Sanchez & Daniels

Citibank

Sara Lee Corporation

Commonwealth Edison Company

Seaway National Bank of Chicago

Crainâ€™s Chicago Business

Shore Bank Corp.

Cub Foods

Sidley, Austin, Brown & Wood

Earl Neal & Co.

Smith Whiley & Company

Electronic Knowledge Interchange (E.K.I.)

Synch Solutions

Endow, Inc.

United Airlines, Inc.

Ernst & Young

United Building Maintenance, Inc.

Harris

University of Chicago Hospitals

Hill, Taylor LLC

University of Illinois Chicago

Hispanic Housing Development Corporation

USG Corporation

Interface Computer Communications, Inc.

Washington, Pittman & McKeever Winston & Strawn

Welcome to the 1st Annual Changing Color of Leadership Conference and Bridge Awards Winner

November 10, 2004

Dear Conference Participants, On behalf of Chicago United, I would like to thank you for attending the inaugural Changing Color of Leadership Conference and Bridge Awards Dinner.

True and lasting diversity in America, especially in corporate America, has never been more important or more achievable. This conference has been designed for senior and mid-level managers and aims to promote diversity in business by concentrating on

three key interrelated areas of multiracial leadership: governance, management and

business partnerships. We hope that you leave the Conference armed with useful in-

formation and ideas for strengthening your diversity practices and developing more diverse business partnerships.

Ariel Mutual Funds is proud to serve as the presenting sponsor for this groundbreaking event.

Thank you again for your support and participation. Sincerely,

John W. Rogers, Jr.

Chairman & Chief Executive Officer

Table of Contents

About Chicago United . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Schedule of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5 Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-51 Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52-65 Bridge Award Dinner Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Bridge Award Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Bridge Advocate Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Bridge Award Honoree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Bridge Award Corporate Governance Honorees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Chicago United is an advocacy organization that enriches the economic fabric of Chicago by building sustainable diversity in business leadership. Chicago United is a corporate member organization whose active participants are the most senior level officers of the corporations. Our membership is made up of both corporate CEOs and minority enterprise CEOs. These leaders are closest to the key issues in the business environment and recognize the value of diversity and inclusion in their own organizational health and success as well as the larger positive impact on the economic fabric of Chicago and our nation. As the thought leaders that develop the advocacy position and programs of Chicago United, our members focus on sustainable diversity in the business community as a channel through which they can contribute to and impact the local social and economic structures in which their businesses operate and thrive.

Schedule of Events Wednesday, November 10, 2004 7:30 am – 6 pm

Registration

Grand Court, River Level II

8:30 am – 10:15 am

General Session/Sponsors Breakfast

Grand Ballroom A & B

10:15 am – 11:45 am

Workshops

River Level II

Track I: Diversity in Corporate Governance Workshop A Diversity on Corporate and Institutional Boards Moderator: Ralph G. Moore, president, RGMA Panelists:

Promenade A, River Level II

Steven Rogers, clinical professor, Kellogg School of Management

Diane White, senior diversity consultant, Calvert Group, Ltd.

Track II: Diversity in the Leadership Pipeline Workshop A Corporate Employee Network Groups & Professional Development of Diverse Leaders

Promenade B, River Level II

Moderator: Shonda Morrow, director M/WBE, Northwestern Memorial Hospital Panelists:

Kay Hoogland, vice president, corporate director, global diversity,

Motorola, Inc.

Andres Tapia, chief diversity officer, Hewitt Associates

Gloria Woods, vice president, client solutions development, The Kaleidascope Group

Track III: Diversity in Business Partnerships Workshop A Diversity in Professional Services

Promenade C, River Level II

Moderator: Sandra Rand, manager, supplier diversity United Airlines Panelists:

Martin R. Castro, partner, Sonnenschein, Nath & Rosenthal

Maye Foster-Thompson, executive director of business diversity, University of Chicago Hospitals

Judy C. Mathews, principal, Community Interface, consultant and primary author, Chicago United Position Paper

12:00 pm – 1:45 pm

Corporate Diversity Profile Luncheon Moderator: Theresa Gutierrez, ABC7 Panelists:

1:45 pm – 2:00 pm

Grand Ballroom A & B River Level II

Marian Carrington, principal Carrington & Carrington

Pete Van Helden, president, Jewel-Osco

Beverage Break / Networking

Grand Court, River Level II – Continued –

Schedule of Events – Continued –

2:00 pm – 3:30 pm

Workshops

Track I: Diversity in Corporate Governance Workshop B Leadership Skills and Corporate Boards

Promenade A, River Level II

Moderator: Gail C. Sarraco, partner, Mayer, Brown, Rowe & Maw Panelists:

Cindy C. Burrell, manager, corporate relations, Boardroom Bound

Adela Cepeda, president, A. C. Advisory, Inc.

Lawrence Hollins, president, The Hollins Group

Track II: Diversity in the Leadership Pipeline Workshop B The Intangibles of Leadership

Promenade B, River Level II

Moderator: Guy Summers, president, Farrell Group, LLC

Facilitator: Arin Reeves, Ph.D, president, The Athens Group

Track III: Diversity in Business Partnerships Workshop B Building Bridges to Diverse Business Communities: Strategies for Both

Promenade C, River Level II

Moderator: Hermene Hartman, president & CEO Hartman Publishing Panelists:

A. Ivan Boone, president, Frontier Commercial, Concordis

Paul King, chairman, UBM, Inc.

Jim Reynolds, chairman & CEO, Loop Capital Markets, LLC

Peter McCanna, senior VP & CFO, Northwestern Memorial Hospital

Michael P. McKiernan, executive managing dir., Midwest, Cushman & Wakefield

3:30 pm – 4:30 pm

Closing Session

Grand Ballroom A & B

Remarks by: Raymond McCaskey, president & CEO Health Care Services Corporation

4:30 pm – 6:00 pm Networking Reception

Grand Court, River Level II

6:00 pm – 8:00 pm Bridge Awards Dinner Bridge Advocate Award Recipient & Keynote Address

Grand Ballroom River Level II

Roel C. Campos, Commissioner U. S. Securities and Exchange Commission

Bridge Award Recipient

Ivan G. Seidenberg, chairman and chief executive officer,

Verizon Communications

Acknowledgements Dear Conference Participants, An inaugural event cannot be developed and delivered without the support of an active membership

and many friends. First and foremost, I thank Tim Schwertfeger, Chairman of the Executive Committee and all its members for the unwavering support and belief in the concept of a conference focused on the development of multiracial leadership. To Bill Osborne and John Rogers who signed up to support the conference while the concept was still in rough form, I appreciate your leadership and your confidence in the organization. The individuals listed below participated in development meetings, they organized and hosted events supporting the conference and its mission, and many provided input via emails and phone calls, some recommended press contacts and helped secure speakers. To each I owe a debt of gratitude including: Kate’y Assem, Robert Blackwell, Jr., Norman Bobins, William Bonaparte, Sonja Boone, Kevin Brookins, Cindy Burrell, Martin Cabrera, Marian Carrington, Willie Carrington, Lamont Change, Julie Chavez, Jennifer Chen, Gery Chico, Lester Coney, John Costello, Elnora D. Daniel, Diego Ferrer, Leana Flowers, Maye Foster-Thompson, Albert Grace, James Hill, Beverly Huckman, Abe Tomas Hughes, Jimmy Lee, Darlene Lewis, Michael Lewis, Ray McCaskey, Alicia McCray, Gary Mecklenburg, Francisco Menchaca, Essex Mitchell, Ralph Moore, Sharon Morrow, Shonda Morrow, Bob Nash, Michael O’Halleran, Carolyn Nordstrom, Jean Pogge, Sandra Rand, James Reynolds, Annette Roder-Zulawski, Hipolito Roldan, Arabel Alva Rosales, Chris Rosenthal, Timothy Russell, Manuel (Manny) Sanchez, Lauri Sanders, Gail Saracco, William Sharp, Fred Siegman, Doris Salomon, Scott Smith, Stanley Stallworth, John Sterling, Andres Tapia, Deborah Thomas, Darryl Tom, Pete Van Helden, Arthur Velasquez, Roxanne Ward, Bob Webster. The team at Chicago United is the hardest working group ever to be assembled. I can only begin to express my personal appreciation. Ana Souchet and Teresa Sarna provide incredible, dedicated and seemingly tireless support. Arin N. Reeves, PhD., the president of the Athens Group has been an inspiration in diversity strategies. Glenn Eden, thank you for incredible pro bono assistance in public relations. Judy Mathews, president of Community Interface – you are the unsung hero. This conference would not have made it past the concept stage without you. The CU team also appreciates the dedicated work of Patricia Vogt Design, PJH & Associates, MELODY’service, Fusion Technology Partners and Wedgeworth Business Communications. To all who made this conference a success, thank you. Sincerely,

Gloria Castillo President Chicago United

Inaugural Sponsors Presenting Sponsor:

Advocate for Change Sponsors:

Corporate Citizen for Change Sponsors:

Leadership Sponsors:

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At Ariel, we believe diversity is a winning strategy and a good investment. Not to mention, at the end of the day, it is the right thing to do. John W. Rogers, Jr. Chairman and CEO Ariel Capital Management, LLC

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Diversity and inclusion are critical to Abbottâ€™s business. The advancement of a diverse employee base is a strategic priority which has led to an 86 percent increase of minorities in our management team over the past five years. This long-term commitment to workplace diversity ensures that our employees represent and have diverse experiences, viewpoints, cultures and backgrounds to help us solve some of the most complex diseases and problems in medicine today. Miles D. White Chairman, Chief Executive Officer Abbott Laboratories

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I firmly believe that respecting and leveraging diversity around the world will give Aon a formidable competitive advantage. I also believe that supporting an inclusive environment in which all are valued is a conscious choice â€“ one that will allow us to strengthen our world-class organization to better serve our clients while empowering our employees to realize their full potential. Patrick G. Ryan Chairman and CEO Aon

While we as business leaders must certainly continue programs that help more minorities reach management and executive positions in our companies, the ultimate goal for our city and our nation shouod be creating a society that is so fair and so just that it renders such programs obsolete. Raymond F. McCaskey Blue Cross, Blue Shield

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Valuing difference and having an environment where every associate has the opportunity to reach his or her full potential is important to me and to this organization. Our efforts in this area of diversity are a priority for us moving forward. Dale Gifford Chief Executive Hewitt Associates

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In the workplace and the marketplace the number of women and people of color, people with disabilities, immigrants and people among other demographic groups have grown significantly. What this says is that we must be inclusive. Inclusive in the clients we serve and inclusive in the hiring, development and deployment of those who serve those clients. William A. Osborn, Chairman and CEO Northern Trust Corporation

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Diversity is one of Tribune Company’s core values and also an important part of our business strategy. We’ve made good progress, and we continue to work to improve our company’s performance so that our staffs represent the communities we serve. Dennis FitzSimons Chairman, President and Chief Executive Officer Tribune Company

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As a company rooted in a world-class city like Chicago – with all its rich diversity, it is only natural that what is important to our diverse communities is also important to us. That’s why we build diversity into our corporate culture by tying the diversity of our employee base to our executives’ compensation, opening our doors to minority partners and advancing the professional growth of our minority employees. Uniting people from all walks of life is a legacy we should leave in our business and in our own neighborhoods. Frank M. Clark President ComEd

At Harris, we draw our strength from the diversity of our people and our businesses. A company that makes itself accessible to diverse individuals with diverse viewpoints and backgrounds can make better informed decisions that help it prosper and meet the needs of all of its clients exceptionally well. Frank J. Techar CEO Harris Bank

Cultivating diversity within a company isnâ€™t a concept that manifests itself solely in an expanded customer base or a reflective employee roster. Corporate diversity is the conscious effort to bring individuals and business partners with varied backgrounds, preferences, experiences and cultures to the table, as active participants in the process of meeting the needs of our diverse customers. Pete Van Helden President Jewel-Osco

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Diversity is crucial to the current and future success of Chicagoâ€™s corporate community. It is a key component to understanding the needs of a broad client base. By creating a workforce from different backgrounds and viewpoints, we can fortify the strength and vibrancy of our institutions. Norman Bobins President and CEO LaSalle Bank Corporation

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We are pleased to support the efforts of Chicago United. Their mission to build diversity in Chicagoâ€™s business leadership not only provides access to an extraordinarily talented pool of business professionals, it also strengthens the social, civic, and economic fabric of our dynamic city. Tim Schwertfeger Chairman and Chief Executive Officer Nuveen Investments

Central to the way that Sidley Austin Brown & Wood LLP does business are the principles of integrity, concern and mutual respect for all people and the naturally occurring differences among those people. These values are integral to the way that we do business, and we endeavor to be unwavering in our observance of them. One of the core goals of the firm’s leadership is to implement our firm’s philosophy on diversity, inclusion and a productive work life. We recognize that achieving diversity means believing in diversity. These principles we endeavor to achieve on a daily basis and demonstrate, in tangible ways, our firm’s commitment to being A World Within a Firm. Thomas A. Cole Chairman, Executive Committee Sidley Austin Brown & Wood LLP

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LOOP CAPITAL MARKETS, LLC Chicago Houston New York Los Angeles Detroit Philadelphia Oakland New Orleans Dallas West Palm Beach

Salutes Chicago United s 2004 Changing Color of Leadership Conference and Bridge Awards Dinner

CLOSING THE GAP BETWEEN RACE AND BUSINESS.

Institutional Investment Services Including:

��Municipal Securities Origination, Sales & Trading ��Taxable Fixed Income, Sales & Trading ��Equity Research, Sales & Trading ��Financial Advisory Services

www.loopcap.com 200 West Jackson Blvd., Suite 1600 Chicago, IL 60606 Toll Free: 888-294-8898 Fax:312-913-4928

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THE ENERGY OF LEADERSHIP Peoples Energy supports Chicago United.

ENERGY FOR YOU.

PeoplesEnergy.com

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Conference Speakers

A. Ivan Boone President, Frontier Commercial, LLC Concordis Real Estate After launching his commercial real estate career in 1989 working for major Chicago real estate firms, Ivan Boone co-founded Frontier Commercial in the summer of 2000, to provide a full range of commercial real estate services to companies and investors in the Midwest region of the United States. In May of 2002, he played a leadership role as co-founder of Concordis Real Estate, the first national alliance corporation of minority and women owned real estate services firms. He currently serves as the Concordis President and Chief Executive Officer. With member firms in New York, Chicago, Detroit, Dallas, Houston, Atlanta, Oakland and Washington D.C., Concordis represent a cross disciplined team of more than 150 professionals experienced in brokerage, consulting, development, architecture, asset and property management. Mr. Boone graduated from Morehouse College in 1985 with a Bachelor of Science degree in mathematics and a minor in finance.

Cindy C. Burrell Manager, Corporate Relations Boardroom Bound Cindy Burrell is Corporate Manager for Boardroom Bound, a Washington, DCbased, nonprofit that provides educational seminars for director candidates, and helps companies find pre-qualified women and minority candidates for corporate board service. Recently, Boardroom Bound referred Adela Cepeda to be the Audit Chair of the Wyndham International Board of Directors. In addition, she is President of Burrell-Laurent Company, an executive search firm formed in 1988. She has over 20 years of executive search experience, including management searches, Board Director searches, and creating Advisory Boards. Her academic achievements include a Masterâ€™s degree from Boston University and a Bachelorâ€™s degree from DePauw University.

Conference Speakers

Marian H. Carrington Principal and Co-Owner Carrington & Carrington, Ltd. Marian H. Carrington is a Principal and co-owner of Carrington & Carrington, Ltd., a retained executive search firm with national affiliations, located in downtown Chicago. Celebrating 25 years in business, Carrington & Carrington, Ltd. specializes in the recruitment and placement of senior level African-American, Hispanic and other minority professionals across multiple functional areas and industries. Carrington & Carrington’s clients are global Fortune 500 companies and large not-for-profit institutions. Ms. Carrington joined the firm with her husband, Willie Carrington (Founder), in 1990, as a Principal. Prior to joining Carrington & Carrington Ltd., Ms. Carrington was employed for twelve years with Allstate Insurance Company in Northbrook, Illinois in Human Resources and Operations leadership positions. Ms. Carrington was the first African American woman to serve on the Board of Directors of the Association of Executive Search Consultants (AESC), the past President of the Board of Directors for the Chicago Chapter of the National Coalition of 100 Black Women and is one of the founding members of the National Association of African Americans in Human Resources. Additionally, Ms. Carrington is a 1995 fellow of Leadership Greater Chicago and was selected as one of Dollars & Sense Magazine’s America’s Best & Brightest Business and Professional Women. Ms. Carrington is a graduate of the University of Illinois at Champaign Urbana.

Martin R. Castro Partner Sonnenschein, Nath & Rosenthal Martin Castro is the national Vice-Chair of the Firm’s Corporate Diversity Counseling Group. He provides the Firm’s clients with consulting and training on diversity issues. He is also a member of the Public Law and Policy Strategies Group, assisting clients with government relations, public strategies, community outreach and relations and crisis management at the state, local and federal level. A seasoned litigator, he has represented corporate clients in complex litigation matters. Mr. Castro is a member of Sonnenschein’s firm-wide Diversity Committee. From 1988 until 2000, Mr. Castro practiced law with Baker & McKenzie, where he served as Hiring Partner and Partner-in-Charge of the firm’s National Equal Employment Opportunity Program, the firm’s national diversity effort. Prior to joining Sonnenschein, Mr. Castro was a partner with Seyfarth Shaw, where he founded the Firm’s Diversity Consulting Practice Group, chaired the firm’s national internal diversity committee and was a member of the firm’s recruitment task force. Mr. Castro is a graduate of the University of Michigan School of Law and received his Bachelor of Arts in Political Science cum laude from DePaul.

Conference Speakers

Adela Cepeda President A. C. Advisory, Inc. Adela Cepeda, president of A.C. Advisory, Inc. has been a finance specialist since 1980, structuring and executing transactions in the capital markets for corporations and municipalities. She worked for over ten years for a major Wall Street firm as a corporate finance executive handling public and private debt and equity transactions. As president of A.C. Advisory, she has led the company to a leadership position in Illinois with over $12 billion in completed transactions. Ms. Cepeda is a board member of three New York Stock Exchange listed closed-end investment funds and a family of mutual funds. She is chair of the audit committee of the board of Wyndham International, Inc., which owns and operates hotels and resorts in the U.S., Canada, Mexico and the Caribbean. Ms. Cepeda is an honors graduate of Harvard College with a major in Economics and has an MBA from the University of Chicago School of Business.

Maye Foster-Thompson Executive Director of Business Diversity University of Chicago Hospitals Maye Foster-Thompson is a nationally recognized professional with more than thirty years of experience in designing highly successful business and economic development programs for Fortune 500 corporations and government organizations. She is a seasoned expert and lecturer on issues impacting the nation’s women and minority business communities. She began her career as Assistant Director of the Chicago Economic Development Corporation, Inc., and in 1979 joined the Chicago Minority Business Development Council, Inc. (CMBDC), a consortium of leading U.S. corporations and government agencies, as its Associate Director. As Executive Director, she developed and implemented programs to increase procurement from minority-owned businesses. Foster-Thompson joined the University of Chicago Hospitals as its Executive Director of Business Diversity in 2002. She is responsible for the day-to-day implementation of the Hospitals’ business diversity initiative to incorporate minority and women businesses into all aspects of its supply chain – including purchasing, construction and professional services.

Conference Speakers Theresa Gutierrez General Assignment Reporter,

ABC 7 News and Host of “Ñ Beat” Theresa Gutierrez is a general assignment reporter and an ABC 7 News veteran since June 1986. In addition to her reporting duties, Gutierrez serves as host of “Ñ Beat,” a series of locally produced half-hour specials featuring prominent Hispanics who are making positive strides in the community. She also is host of the Puerto Rican and Mexican Independence Parades. Gutierrez was one of the first Hispanic women to break into television journalism. She began her media career in 1971 at NBC 5 as a production assistant and in 1972 joined ABC 7 in the same position. Gutierrez’s continues to add awards and accomplishments to an already lengthy list that she has received over the years, including the Triunfo Achievement Award from the Latino Coalition on the Media, (LCOM), The Sor Juana Lifetime Award by the Mexican Fine Arts Museum, honoring Hispanic women leaders in Chicago, and Woman of the Year Award from the Indiana Hispanic Chamber of Commerce. Gutierrez received her Bachelor of Arts degree from Indiana University in Bloomington, Indiana. She resides in the Chicago area.

Hermene D. Hartman President and CEO Hartman Publishing As President and CEO of the Chicago-based Hartman Publishing Inc., Hermene D. Hartman is one of the most significant and influential Black women in American publishing. Her flagship publication, N’DIGO, founded in 1989, has the largest African-American newspaper circulation in the nation and the largest alternative newspaper circulation in Chicago. From its inception, N’DIGO was freely distributed in the city’s “hot spots” from the far south side to the near north side. In 1995, N’DIGO Profiles was established as a special annual publication. In June of 2004, Ms. Hartman purchased SAVOY Magazine, which is slated to resume publication in February 2005. Ms. Hartman is also actively involved in the community. She is the Founder and President of N’DIGO Foundation, a 501(c)3 not-for-profit organization, which began in 1995, and serves as president of the Alliance of Business Leaders and Entrepreneurs (ABLE), a business group, dedicated to entrepreneurial pursuits with 70 members with revenues of nearly one billion in collective annual revenues.

Conference Speakers

Kay Hoogland Vice President & Corporate Director Global Diversity & Compliance Motorola, Inc. Kay Hoogland is the Vice President and Corporate Director of Global Diversity for Motorola, Inc. She was recently appointed to this role after serving as Vice President and Senior Counsel in the Motorola Law Department, providing legal advice in the area of labor and employment law to a variety of Motorola’s business units. In that role, she worked on a variety of projects including redesign of the corporation’s leadership supply process, performance management systems, corporate restructurings, and various mergers, acquisitions and divestitures. Before joining Motorola, she was Director of Labor Relations and Training and Development for Tribune Company. Ms. Hoogland is a graduate of the University of Virginia School of Law, where she was a member of the Virginia Law Review, and received her Bachelor of Arts degree in History/Classics from the University of Utah.

Lawrence I. Hollins President The Hollins Group, Inc. Lawrence I. Hollins is Founder and President of The Hollins Group Inc., one of the country’s leading retained executive search firms, with offices in Chicago, Illinois; Atlanta, Georgia; and, New York, New York, along with international affiliates in 10 countries under the Glasford International umbrella. As President, Mr. Hollins oversees executive search activities encompassing the firm’s Corporate Governance practice through its senior management and general practice areas. Additionally, he provides senior-level counsel around selection and career advancement to major corporations and high-level candidates. Mr. Hollins also is frequently quoted in The Wall Street Journal, The New York Times and management trade publications on executive leadership and hiring trends. Mr. Hollins spent 14 years of his career at The Quaker Oats Company, rapidly rising through the human resources ranks to become the Chief of Human Resources for the company’s chemical business. He is actively involved with The Human Resources Management Association of Chicago (past president) and is Vice President of The Alliance of Business Leaders and Entrepreneurs (ABLE).

Conference Speakers

Paul King Chairman UBM, Inc. Paul King is chairman and CEO of UBM, Inc. the largest African-American owned construction company in Illinois, with over 100 employees. UBM specializes in construction management, general contracting and self-performs concrete and is a leading Minority Business Enterprise (MBE) partner in the $1 Billion Terminal 6 Project at O’Hare Airport. Mr. King is a pioneer of the struggle to get Blacks into the construction industry. After spearheading the initial demonstrations that led to numerous construction shutdowns, he along with others negotiated the first “Chicago Plan.” Paul King is a board member of Leadership Greater Chicago and Metropolitan Planning Council and a board member of the Mobilization for Economic Opportunity Political Action Committee (MOPAC). He is a member of the Executives’ Club of Chicago, Black Contractors United (BCU), Alpha Phi Alpha Fraternity and Order of the C (University of Chicago’s Athletic Letterman’s Club).

Judy C. Mathews Principal, Community Interface Diversity Consultant, Chicago United Primary Writer and Researcher, Chicago United Position Paper Judy C. Mathews is founder and principal of Community Interface, a general management consulting firm, specializing in designing and developing business diversity strategies. Founded in 1991, Ms. Mathews brings 24 years of management consulting experience to Community Interface. Prior to founding Community Interface, Ms. Mathews was a Senior Consultant, Minority Business Practice Area, with James H. Lowry & Associates, a Chicago-based management consulting firm. Under the leadership of Ms. Mathews, Community Interface has been engaged to provide management consulting services for such major clients as, The Metropolitan Pier and Exposition Authority, Loop Capital Markets, Caremark Rx, The Northern Trust Company, Ameritech, Chicago United, Inc., the Chicago Minority Business Development Council, Inc., and the Alliance of Business Leaders & Entrepreneurs. Ms. Mathews received her Bachelor of Arts in Speech Communication from Eastern Illinois University, Charleston, Illinois, and will receive her MBA from the University of Notre Dame in May of 2005.

Conference Speakers

Peter McCanna Senior Vice President & Chief Financial Officer Northwestern Memorial Hospital Peter J. McCanna is Senior Vice President and Chief Financial Officer of Northwestern Memorial HealthCare and its principal subsidiary, Northwestern Memorial Hospital in Chicago, Illinois since August 2002. Prior to August 2002, Mr. McCanna was the Senior Vice President and Chief Financial Officer at Presbyterian Healthcare Services in Albuquerque, New Mexico, since 1998. He directed all finance functions for the integrated health care organization that includes seven hospitals, a physician group, home care agency and HMO. Prior to joining Presbyterian Healthcare Services, Mr. McCanna spent six years at the University of Colorado Hospital, Denver, where he also served as Chief Financial Officer. Mr. McCanna graduated with honors from The University of Michigan with a Bachelor of Arts in English in 1983. He received a master’s degree in Public Affairs from the University of Texas at Austin’s LBJ School of Public Affairs.

Raymond F. McCaskey Chief Executive Officer Health Care Service Corporation (Blue Cross Blue Shield of Illinois, Texas and New Mexico) Raymond F. McCaskey has served as Chief Executive Officer of Health Care Service Corporation since April of 1993. He became President and Chief Operating Officer in 1991. Previously, he had held the positions of Executive Vice President, Planning and Finance; Senior Vice President, Chief Financial Officer; and Vice President and Chief Actuary, joining the company as Assistant Vice President and Actuary in 1976. As CEO of the Illinois, Texas and New Mexico Blue Cross Blue Shield Plans, Mr. McCaskey serves as a member of the Board of Directors of the Blue Cross and Blue Shield Association. He was the Chair of a number of the Association’s Committees and served as Chairman of the Board from 1996-1998. Mr. McCaskey is Chairman and Director of Fort Dearborn Life Insurance. He also serves as Chairman of BCS Financial Corporation, and Director and Vice Chairman of Prime Therapeutics, LLC. Additional board memberships include the Lincoln Foundation for Performance Excellence, the Leadership Council of the Epilepsy Foundation of Greater Chicago, Life Directions, the Illinois Business Roundtable, the Chicagoland Chamber of Commerce, and the Chicago Shakespeare Theater. Mr. McCaskey also serves on the Executive Committee of Chicago United and is a member of the Board of Regents of Wartburg College, Waverly, Iowa. Mr. McCaskey earned a Masters of Science degree in Mathematics from DePaul University in 1970 and a B.A. in Mathematics from Wartburg College in 1965.

Conference Speakers

Michael P. McKiernan Executive Managing Director, Midwest Cushman & Wakefield After a 14-year career in brokerage and management with Grubb & Ellis, Mr. McKiernan joined Cushman & Wakefield in mid -2002 to lead the company’s growing initiatives in the Midwest. Based in the Chicago Downtown office, he has charge of four Midwestern offices (Chicago downtown and suburban, Detroit and St. Louis) and is responsible for integrating all service lines in those markets. Prior to joining Cushman & Wakefield, Mr. McKiernan served on the corporate staff of Grubb & Ellis as President of its Eastern Region with responsibility for $300 million of revenue. He also served as Executive Vice President and Area Manager of the Great Lakes Region, with executive responsibility for all of that firm’s Midwestern offices. He had full responsibility for the performance of the Great Lakes Region, where total annual revenues exceeded $50 million. Mr. McKiernan studied Communications at Northwestern University and, prior to entering the commercial real estate field, his career was in the publishing industry.

Ralph G. Moore President RGMA, Inc. Ralph G. Moore, CPA, is President of Ralph G. Moore & Associates (RGMA), a Chicago-based management consulting firm founded in 1979. RGMA is one of the nation’s premier change management firms specializing in integrating supplier diversity into corporate strategy and the formation of diverse strategic alliances The company provides corporate clients an array of supplier diversity services including program strategy & development, workshops and seminars, senior management orientations, strategic planning, program assessment, supplier development & training, and benchmarking services. RGMA also is a leading consultant to government agencies in the area of Affirmative Action program development and implementation. In addition, RGMA assists entrepreneurs acquire capital; develop business plans and structure strategic alliances. Mr. Moore has over 33 years of experience in business and public policy issues and is recognized as an expert in the area of minority and women business development. He graduated with honors and received a Bachelor of Science Degree in Accounting from Southern Illinois University.

Conference Speakers

Shonda Morrow Director, M/WBE Affirmative Action Programs New Prentice Women’s Hospital Northwestern Memorial Services Shonda Morrow is director of the Minority and Women’s Business Enterprise and Affirmative Action Programs for the construction of the New Prentice Women’s Hospital. She is developing and monitoring business relationships between professional services and suppliers with Northwestern Memorial’s newly developed Business Diversity Program. She personally works with M/WBEs, business leaders and entrepreneurs to create an environment of inclusion. Prior and concurrently to her experience in campus development, Ms. Morrow is directing the community services department which designs models of care in underserved and uninsured communities. She has led the development of several healthcare programs for underserved populations. Ms. Morrow received her BS Degrees in Radiology and Nursing, and Masters in Nursing Administration from DePaul University, and her JD from the John Marshall School of Law.

Sandra Rand Manager, Supplier Diversity United Airlines Sandra Rand was appointed Manager of Supplier Diversity for United Airlines in 1988. In this role she is responsible for directing all aspects of United’s diverse procurement initiatives company-wide. This includes identifying qualified diverse suppliers to participate in the competitive bid process, developing and monitoring individual department participation goals, and acting as liaison to the Small Business community. Throughout her tenure she has held several management positions with increasing responsibilities, including Senior Buyer. Ms. Rand’s personal commitment, passion and expertise within the M/WBE arena have resulted in many guest speaker appearances, newspaper and magazine articles as well as radio and television interviews. She is a past chair of the National Minority Supplier Development Council’s (NMSDC) Chairperson Committee and CMBDC, and currently is an active board member of the NMSDC, Women’s Business Enterprise National Council, Women’s Business Development Center, CMBDC and is the current Chair of the NMSDC Airline Transportation Group.

Conference Speakers

Arin Reeves, Ph.D President The Athens Group Dr. Reeves has worked in the areas of national and global gender and racial/ethnic diversity, equity, discrimination and harassment in organizations for over ten years. She is a principal consultant, speaker, and trainer with The Athens Group, Inc. in the areas of gender and diversity issues, effective communication, change management and conflict resolution. Dr. Reeves received her Bachelor of Science in Human Resource Management from DePaul University, her Juris Doctor from University of Southern California, and her Ph.D. in Sociology from Northwestern University where she conducted several research projects on race and gender issues in the workplace. Her doctoral research focused specifically on the effectiveness of diversity programming in workplaces. Dr. Reeves is currently an Adjunct Professor at Northwestern Universityâ€™s College of Arts & Sciences where she teaches courses on race and gender issues as they pertain to law and society. Prior to joining The Athens Group, Inc., Dr. Reeves gained valuable experience in the areas of racial/ gender discrimination, conflict resolution, and effective communication as an attorney practicing in the state of Illinois.

James Reynolds, Jr. Chairman and Chief Executive Officer Loop Capital Markets, LLC James Reynolds, Jr. is founder, chairman and chief executive officer of Chicagobased Loop Capital Markets, LLC, an investment banking and brokerage firm. He is responsible for all investment banking, trading and institutional sales activity at the firm. Loop Capital Markets has more than 70 sales, trading and investment banking professional in its offices located in Chicago, New York City, Philadelphia, Detroit, Houston, Oakland and Los Angeles. Mr. Reynolds has worked in the financial services industry for more than 20 years. He has served as Assistant Vice President at Smith Barney in municipal sales, lead sales in the Corporate and Institutional Client Group at Merrill Lynch and established and headed the Midwest Municipal Bond Sales desk at PaineWebber in Chicago. In 1997, Mr. Reynolds collaborated with Albert Grace to form Loop Capital Markets, LLC. Mr. Reynolds holds a Masters of Management in Finance from Northwestern Universityâ€™s Kellogg Graduate School of Management and a Bachelor of Arts in Political Science from the University of Wisconsin, La Crosse.

Conference Speakers

Steven Rogers Clinical Professor of Finance and Management Kellogg School of Management Steven Rogers is the Gordon and Llura Gund Family Distinguished Professor of Entrepreneurship. Professor Rogers teaches Entrepreneurial Finance at Kellogg and is the Director of the Larry and Carol Levy Institute for Entrepreneurial Practice. Before joining the Kellogg Faculty, he owned and operated two manufacturing firms and one retail operation. Mr. Rogers currently serves on the Advisory Boards of Private Equity firms SB Partners, Smith Whiley and Company, OCA Ventures, and The Runners Club, an entrepreneur training program. He also serves on the Board of Directors of SC Johnson Wax, SuperValu (NYSE) and DQE (NYSE). His non-profit work includes board membership for Alain Locke Charter School. Mr. Rogers is also a member of the Harvard Business School Visiting Committee, and a Trustee of Williams College. Mr. Rogers received an MBA from Harvard Business School and a Bachelor of Arts degree from Williams College.

Gail C. Saracco Partner Mayer Brown Rowe & Maw Gail C. Saracco is a partner with Mayer, Brown, Rowe & Maw representing clients on the buy and sell side of mergers and acquisitions, including asset and stock purchase transactions. She also represents corporations in joint venture transactions, including equity investments in start-up enterprises, as well as private equity funds. Ms. Saracco is a member of the firmâ€™s Recruiting Committee, Committee on Diversity and Inclusion and a member of the Pro Bono Committee. Ms. Saracco is a graduate of the University Michigan School of Law and Yale University.

Conference Speakers

Guy Summers President Farrell Group, LLC Guy Summers is president of Farrell Group, LLC, based in Chicago. Farrell Group is a performance improvement company that works with individuals and teams on developing more effective business relationships. The firm offers coaching, communications, and consulting services. In addition to Farrell Group, Guy is a featured columnist of diversityinbusiness.com, a news and information Internet magazine. Prior to starting Farrell Group, Mr. Summers worked in the financial service industry, including over 20 years in commercial and personal banking at The Northern Trust Company in Chicago. Mr. Summers earned an MBA at the Illinois Institute of Technology, and a Bachelor of Urban Planning from the University of Illinois. He has also trained at the College of Executive Coaching.

Andrés Tapia Chief Diversity Officer Hewitt Associates Andrés Tapia is Hewitt’s Chief Diversity Officer. Prior to this role he had five years experience at the Firm as a performance and knowledge management leader at different times for Hewitt’s outsourcing and talent, and organization consulting lines of business and its client development practice. Mr. Tapia is also a certified instructor for Hewitt’s internal diversity learning and is the creator of several innovative diversity learning interventions. Before assuming his current duties, he was one of the founders and leaders of Hewitt’s Latino and Hispanic affinity group (LAHA). Prior to Hewitt, Mr. Tapia worked at CSC and Andersen Consulting doing performance consulting, instructional design, and technical writing. He has also worked as a journalist with articles on social issues and trends appearing in publications such as the Baltimore Sun, the Chicago Tribune, the San Francisco Chronicle, and Hemispheres magazine.

Conference Speakers

Diane White Senior Diversity Consultant Corporate Board Diversity Initiative Calvert Group, Ltd. Diane White is a Senior Diversity Consultant, managing Calvertâ€™s board diversity initiative and co-managing The Calvert Womenâ€™s Principles. She is also co-Chair of the Membership and Racism and Sexism Committees for the Calvert Social Investment Fund Advisory Council. Ms. White has over 23 years of experience in business, economics and social development. Before joining Calvert, she was an educator and consultant specializing in the fields of diversity, business and private sector development. She was an adjunct instructor at Trinity College, where she taught Introduction to Business. Ms. White holds a Masters in international studies from John Hopkins and an MBA from Harvard.

Gloria J. Woods Vice President of Client Solutions Development The Kaleidoscope Group Gloria J. Woods serves as vice president of client solutions development with The Kaleidoscope Group. She is accountable for client strategy development & support, new product development and strategic management of key KG practice areas and advisory groups. Gloria has over 15 years of experience in business as a leader, strategist, consultant, and trainer focusing on diversity strategy development and implementation, training development and delivery, and Human Resources management to support business success. Currently, Gloria serves on the Board of the Hispanic Alliance for Career Enhancement (HACE), and The Field Museum Cultural Connections Advisory Board. Gloria is a proud Alumnus of the University of Michigan.

Conference Speakers

Pete Van Helden President Jewel-Osco

It was announced October 25, 2004, that Pete Van Helden has been named President and CEO of the company’s newly formed California Food Division comprising of over 500 stores and over 41,000 associates. Mr. Van Helden first joined Jewel-Osco’s parent Company, Albertsons Inc., as an 18-year old clerk in 1978. Van Helden was named President of Jewel-Osco in November of 1999. As President, he oversees the management and operations of 281 stores and nearly 45,000 employees in Illinois, Indiana, Iowa and Wisconsin. In Van Helden’s first managerial role, he was named Store Director in 1985. By 1989, he was promoted to Grocery Sales Manager in Spokane, Washington, and then to District Sales Manager in 1991. After serving as District Sales Manager in Southern California and Las Vegas, Van Helden was named Oregon Division Manager in 1996 and Vice President of the Florida Division the year following. In 1998, he was appointed Vice President of Corporate Integration, which he led until being promoted to Senior Vice President of Operations for the Midwest Division in June, 1999. Van Helden’s civic responsibilities include Board of Directors for the Chicago Urban League, Board of Directors for the Chicago Chamber of Commerce, Executive Committee Member for Chicago United, Chairman of the Board for Illinois Retail Merchants Association, and Board of Directors and volunteer pilot for Angel Flight Central, Kansas City, Missouri.

2004 Chicago United Bridge Award Dinner Agenda

Dinner Welcome Gloria Castillo President, Chicago United Invocation Introduction of Honorees Michael Lewis EVP, President City Region Harris Trust & Savings Bank Bridge Award Acceptance on behalf of Mr. Seidenberg xxx xxx Bridge Advocate Award Introduction of Honoree Martin Cabrera President, Cabrera Capital Markets Acceptance and Keynote Address Roel C. Campos Commissioner, US Securities and Exchange Commission Adjournment

Bridge Award Introduction

TH E B R I D G E AWA R D The Bridge Award celebrates the accomplishments of the Chief Executive Officer of a

publicly held corporation who has inspired and implemented diversity at the Board of

Directors level. The award also recognizes the corporationâ€™s commitment to diversity in senior level management as well as in their business partnerships, especially with diverse vendors.

The Bridge Award Recipient and Corporate Governance Honorees were selected as a

result of extensive research of the Fortune 1000 publicly-traded companies. Based on a

thorough and rigorous examination of publicly available data, a team of external diversity

consultants selected the companies based on quantitative and qualitative criteria. The five companies were further reviewed by an internal and an external committee consisting of current and retired corporate executives and academicians. The members of each committee reviewed the data and categorically rated each company accordingly.

Committee members were selected based on their neutrality and were not compensated

for their participation. The final award was based solely on a cumulative point system of the rating criteria given to the each committee.

TH E A DVO CATE AWA R D The Advocate Award celebrates the accomplishments of a public- or private-sector citizen who actively recognizes the importance of diversity to our countryâ€™s economy and global

competitiveness. The recipient must have demonstrated, through meritorious public or private sector service, successful strategies for stimulating and promoting inclusion in public or private sector governance, workforces and business partnerships; and their efforts to leverage their position to continue to elevate the discussion of inclusion.

The Bridge and Advocate Awards are presented during the annual Changing Color of Leadership Conference and Bridge Awards Dinner held annually in Chicago, Illinois. Each award is presented by the Chairman of our Executive Committee and Presenting Sponsor of the event respectively.

2004 Chicago United Bridge Award Recipient IVAN G. SEI DEN B ERG

C H A I R M A N A N D C H I E F EXE C UTI V E OFFIC ER V E R I ZO N COM MU N I CATI ONS Ivan Seidenberg is chairman of the Board and chief executive officer for Verizon. In November of 2003, Verizon announced that Mr. Seidenberg would become chairman of the Board effective January 1, 2004. He has served as the sole CEO since April 1, 2002. As chief executive of Bell Atlantic, and previously of NYNEX, Ivan Seidenberg was instrumental in reshaping the communications industry through two of the largest mergers in its history: the merger of Bell Atlantic and NYNEX in 1997 and the Bell Atlantic merger with GTE in 2000. He also led efforts in September 1999 to form Verizon Wireless, the nation’s largest cellular business composed of the wireless assets of Bell Atlantic, GTE and Vodafone Airtouch. Mr. Seidenberg began his communications career more than 38 years ago as a cable splicer’s assistant. His career has encompassed numerous operations and engineering assignments, including various leadership positions at AT&T and NYNEX. He has a long-standing commitment to education and is a strong proponent of connecting students and teachers to technology. He championed a special rate for schools and libraries to connect to the Internet. Mr. Seidenberg also champions diversity both within and outside the company. Under his leadership, the company has made great strides in increasing minority employment and initiated a partnership with the U.S. Small Business Administration to increase the company’s purchasing from minority suppliers. Verizon’s commitment to diversity has been widely recognized, with the company being cited by Fortune magazine in its list of “The 50 Best Companies for Minorities.” It has been the recipient of numerous awards for its diversity efforts from such organizations as Diversity, Inc., National Society of Black Engineers, Latina Style Magazine, and the US Pan Asian American Chamber of Commerce. Mr. Seidenberg earned a Bachelor of Arts degree in mathematics from City University of New York and a master’s degree in business administration and marketing from Pace University. He and his wife, Phyllis, have two adult children and reside in New York.

2004 Chicago United Bridge Advocate Award ROEL C. CA MPOS

COM M I S S I O N E R , U. S. S E C U R ITI E S A N D EXC HANGE COMMISSION

Roel C. Campos was nominated to the Securities and Exchange Commission by President George W. Bush on July 16, 2002 and confirmed by the Senate on July 25, 2002. He was sworn in as a Commissioner on August 22, 2002. Prior to being nominated to the Commission, Mr. Campos was one of two principal owners of El Dorado Communications and served as an executive with the radio broadcasting company at its headquarters in Houston, Texas. Mr. Campos began his career, however, with the Government, serving as an officer in the U.S. Air Force. For the next fifteen years, he worked in Los Angeles, California for major law firms as a corporate transactions/securities lawyer and litigator. Campos served in the government for a second time beginning in 1985 as a federal prosecutor for several years in the U.S. Attorneyâ€™s Office in Los Angeles. He successfully prosecuted complex and violent narcotics cartels. He also investigated and prosecuted major government contractors for fraudulent conduct. After being in private law practice for several years, he co-founded El Dorado Communications, Inc. Now, he has returned to the public sector. Mr. Campos earned his J.D. from Harvard Law School (1979), his MBA from UCLA (1972) and his BS from the U.S. Air Force Academy (1971). Mr. Campos was born in Harlingen, Texas, of Mexican-American parents. He married his high school sweetheart, Mini Villarreal, who now practices medicine in Houston, Texas. They have two boys, David, 18 and Daniel, 14.

2004 Chicago United Bridge Award Diversity in Corporate Governance Honorees AB B OTT L AB OR ATOR I ES Miles D. White was elected Chairman of the Board in April 1999 and was elected Chief Executive Officer in January 1999. Under his leadership, Abbott continues to support diversity through its internal corporate initiatives and its external outreach activities with many local and national advocacy organizations. We will acknowledge and honor Mr. White for his work at Abbott.

C ITIGROU P I NC. Mr. Sanford I. Weill retired as Chief Executive Officer of Citigroup in 2003 and will serve as Chairman until April 2006. Citigroup Inc. is the diversified global financial services company formed in 1998 by the merger of Citicorp and Travelers Group. Under his leadership, Mr. Weill has emphasized inclusion and innovation as a competitive advantage in the financial marketplace. We will acknowledge and honor Mr. Weill for his important work at Citigroup.

FAN N I E M AE Franklin D. Raines became Chairman and Chief Executive Officer on January 1, 1999. Fannie Mae is the nation’s largest source of financing for home mortgages, and the largest non-bank financial services company in the world. Fannie Mae has been widely recognized for its financial management, employee diversity and benefits, and community service. We will acknowledge and honor Mr. Raines for his important work at Fannie Mae.

PEPSICO Steven S. Reinemund has been PepsiCo’s Chairman and Chief Executive Officer since May 2001. Under his leadership, PepsiCo has created a culture of inclusion at all levels. In an effort to meet the needs of its customer base, PepsiCo understands that diversity must be reflected in all that they do. We will acknowledge and honor Mr. Reinemund for his important work at PepsiCo.

AC KNOWLEDGMENT Chicago United would like to thank the members of the Selection Committees, Elnora D. Daniel, William Ketchum, James O’Connor, Arthur Velasquez, and Michael Riordan, for their time and the attention to detail this process required.

Officers

Executive Committee

Timothy Schwertfeger Chairman & CEO Nuveen Investments Chair, Chicago United

Kevin B. Brookins Regional Director Exelon Corporation

Michael O’Halleran President & COO Aon Corporation Vice Chair, Chicago United Albert Grace President, Loop Capital Markets Secretary, Chicago United James Hill, Jr. Founder/Chairman & CEO Hill Taylor LLC Treasurer, Chicago United

Raymond McCaskey President & CEO Health Care Service Corporation Essex Mitchell Division Vice President Abbott Laboratories Jean Pogge Senior Vice President ShoreBank John W. Rogers, Jr. Chairman & CEO Ariel Capital Management Manuel “Manny” Sanchez Founding & Managing Partner Sanchez & Daniels Pete Van Helden President, Jewel-Osco Gloria Castillo President, Chicago United

Presenting Sponsor:

Advocate for Change Sponsors:

Corporate Citizen for Change Sponsors:

Leadership Sponsors: