2017 Leadership Conference Program

COURAGEOUS CONVERSATIONS

R E A L I Z I N G T H E VA L U E O F I N C L U S I O N

SEPTEMBER 20, 2017 BMO HARRIS BANK

H O ST ED BY

S P ON S ORE D BY

LEADERSHIP CONFERENCE AGENDA 8:00 BREAKFAST AND NETWORKING 8:35 WELCOMING REMARKS Gloria Castillo President and CEO, Chicago United David Casper President and CEO, BMO Harris Bank Jack Hartman President and COO, SDI Presence LLC

SETTING THE STAGE Oscar Johnson Regional President and Head of Illinois Business Banking, BMO Harris Bank | 2015 Business Leader of Color

LIFTING UP DIVERSE VOICES Musicality Directed by Michael E. Gibson, Founder and Music Educator

HOW TO SAY YES...

AND BOLSTER CREATIVE INCLUSION Dionna Griffin-Iron Director of Diversity and Inclusion, The Second City U.S. and Canada

Jason Ball Facilitator, Second City Works

10:00 INTERMISSION

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10:15 CID TALKS

C U LT U R E , I N C L U S I O N , A N D D I V E R S I T Y TA L K S

The Luxury to Just Be Kashif Shaikh Co-founder and Executive Director, Pillars Fund The Bravery Equation Corliss V. Garner Vice President of Diverse Markets, BMO Harris Bank

ACCELERATING CAREER PATHS FOR WOMEN OF COLOR A BUSINESS LEADERS OF COLOR PANEL Moderator Eduardo Tobon Consultant; Consumer, Marketing Officer and Financial Services Practice, Spencer Stuart |

2015 Business Leader of Color

Panelists Cecelia Bolden Chief Delivery Officer, SDI Presence LLC | 2017 Business Leader of Color Leticia Peralta Korovessis Co-founder and Principal, Peralta Garcia Solutions |

2005 Business Leader of Color

Sona Wang Co-founder and Managing Director, Ceres Venture Fund | 2007 Business Leader of Color

11:25 CLOSING REMARKS

Gloria Castillo President and CEO, Chicago United

11:30 ADJOURN SHARE YOUR FAVORITE Q UOT E S , INS IG H T S , E T C . !

C ONNECT WITH @CH G O UNI T E D A ND US E # C ULE A DS

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SPEAKER BIOGRAPHIES JASON BALL

@JasonRedBall @SecondCityOD

Facilitator, Second City Works

Jason is an actor and director known for his engaging and dynamic presentation style. For Second City Works, he leads training on diversity and inclusion, innovation, communication skills, collaboration, and presentation skills, and also serves as a keynote speaker. Jason started at the Second City as an instructor in the Training Center while also working as an actor at the Chicago Shakespeare Theater, Lookingglass Theater, and Congo Square Theater, among others. His corporate experience includes being a Learning and Organizational Development Specialist for Blue Cross and Blue Shield (HCSC) and a consultant for a firm that specialized in transforming SAAS (Software as a Service) companies. His professional certifications include Insights Discovery, Blanchard’s Situational Leadership II, and the Partners in Leadership Cultural Transition Process. Jason is a member of the Screen Actor’s Guild/AFTRA, the Actor's Equity Association and the Association for Talent Development.

CECELIA BOLDEN

@SDIPresence

Chief Diversity Officer, SDI Presence LLC | 2017 Business Leader of Color

Cecelia is a recognized leader in the systems integration arena, having designed and delivered numerous systems ranging from small custom solutions to enterprise-wide solutions. She has over 25 years of experience in the information systems industry with Accenture, Oracle Corporation, MCI/WorldCom, marchFIRST, and Divine, Inc. and has served a host of clients in both government and private sectors. At SDI, Cecelia manages large-scale enterprise, full lifecycle projects with hands-on practical experience in the discover, design, development, and deployment of enterprise-wide and custom developed IT solutions. Her vast experience in operational improvement allows her to direct and manage the development and implementation of business process, systems, and change initiatives that focus on re-organizing operations, improving operational performance, implementing cost-cutting initiatives, and improving financial return.

DAVID CASPER

@BMOHarrisBank

President and CEO, BMO Harris Bank

David Casper is president and chief executive officer of BMO Harris Bank N.A. and Group Head of Commercial Banking. Mr. Casper is responsible for the overall performance of BMO Harris Bank N.A. and its subsidiaries, and for representing the bank within the business and civic community. He also leads the growth strategy for the Commercial Banking business and is accountable for the bank’s North American Treasury and Payments Solutions group. In his most recent role, Mr. Casper led the commercial banking business for BMO Harris Bank as executive vice-president and head of Commercial Banking. He currently serves on the Board of Directors for the Chicago Public Library Foundation, the Chicago Botanic Garden, the Ounce of Prevention Fund, the United Way of Greater Chicago, and Northwestern Medical Group. Mr. Casper is also on the Executive Committee of Junior Achievement of Chicago and the President’s Board of UCAN. He is a member of the Trustees Committee of the Chicago Community Trust and is also on the Board of Directors for Sentry Insurance Company and World Business Chicago.

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GLORIA CASTILLO President and CEO, Chicago United

@glocastillo3 @ChgoUnited

Gloria Castillo is president and CEO of Chicago United, a corporate membership organization that advances multiracial leadership in business to achieve parity in economic opportunity for people of color. Castillo is a pioneering advocate for workplace diversity with a passion for advancing inclusion and social and economic justice through the lens of business strategy.

Her work on behalf of underrepresented populations was recognized in 2017 with an honorary Doctorate in Social Justice from Roosevelt University. Castillo has also been presented with the Mexican American Legal Defense and Educational Fund’s Corporate Social Responsibility Award, the Business and Professional People for the Public Interest’s Champion of the Public Interest Award, and the YWCA of Metropolitan Chicago’s Racial Justice Award. She serves on the Board of Directors of The Field Foundation of Illinois and Intersect Illinois, the National Advisory Board for the Insight Center for Community Economic Development, and is Co-Chair of the Illinois Bicentennial Commission. Gloria also speaks and writes frequently on issues of race and corporate diversity. She has recently spoken at Kellogg School of Management and served on panels for The Chicago Network and Roosevelt University.

CORLISS V. GARNER

Vice President of Diverse Markets, BMO Harris Bank

@BMOHarrisBank

Corliss V. Garner is vice president of diverse markets with the Community Affairs Group at BMO Harris Bank. In this role, she leads the bank’s outreach and engagement strategy with organizations that support diverse communities across the bank’s national footprint. Corliss’ career in banking has spanned more than two decades. She has held positions in several areas including operations, wealth management, and commercial lending. She is a graduate of DePaul University, a fellow of the Chicago Urban League IMPACT Leadership Development Program, and has earned the Certified Trust and Financial Advisor (CTFATM) and the Certified Financial Planner (CFPTM) designations. She currently serves as Chair of the advisory board of The Chicago Community Trust African American Legacy and has held board positions with the DePaul Coleman Entrepreneurship Center and the Executive Service Corps of Chicago.

DIONNA GRIFFIN-IRONS

Director of Diversity and Inclusion, The Second City U.S. & Canada

@DionnaGIrons @SecondCityOD

Dionna Griffin-Irons is a writer, facilitator and the current Director of Diversity and Inclusion for The Second City U.S. and Canada. In 2002, Griffin-Irons expanded Second City’s Outreach program to a yearly program spearheading an aggressive and inclusive approach in attracting diverse talent and communities to Second City. Griffin-Irons’ diversity and inclusion work has appeared in Diversity Journal, on NPR, ABC, NBC, and numerous academic posts including a 2015 TEDx Talk at The University of Chicago. A Second City Detroit alumnus with 18+ years of experience as a performer, producer and facilitator, Dionna has taught 200+ workshops at colleges, women’s shelters, corporate boardrooms and worked with the United States Embassy in Norway and Latvia introducing improv as a tool for social change.

Her 2014 published work can be found in Rowan/Littlefield’s anthology Women, Writing and Prison. She is currently writing a memoir on the intersection of comedy, diversity and women in prison.

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JACK HARTMAN

@SDIPresence

President and COO, SDI Presence LLC

Jack Hartman is the President and COO of MBE-certified SDI Presence, where he manages the day-to-day operations of the 150-person mission-critical systems integrator. Prior to SDI, Hartman held executive leadership positions at international design, consulting, engineering and management services company Arcadis, and program and project management consulting firm The Rise Group, where he led project teams at the City of Chicago’s Department of Water Management, the Chicago Housing Authority, the College of DuPage and the Public Building Commission of Chicago, at which he led the deployment of over 9,000 video surveillance cameras across the City. Hartman previously served as Executive Director of the Illinois Tollway, leading its $5.3 billion Open Roads for a Faster Future; Executive Vice President of Construction, Engineering, and Facilities for the Chicago Transit Authority, where he oversaw its $2.5 billion Capital Development Program; and Deputy Commissioner of Chicago’s Department of Aviation, where he negotiated the outsourced maintenance and management of the $618 million International Terminal and $125 million Airport Transit System.

OSCAR JOHNSON

@BMOHarrisBank

Senior Vice President, Regional Head of Business Banking, BMO Harris Bank | 2015 Business Leader of Color

Oscar is a regional president and head of Illinois Business Banking for BMO Harris Bank. With almost 25 years of financial services experience, Oscar has had the opportunity to work for both private and publicly held corporations. Oscar holds a Bachelor’s degree in Business from Howard University and a Master’s Degree in Business from Marquette University. He has been recognized in the business community with the Big Brothers and Big Sisters of Chicago Excellence Award for Service, highlighted in Diversity MBA Magazine as one of the top 50 minority leaders under 50, and featured as a rising leader within Who’s Who in Black Chicago. Oscar serves on the Board of Directors at a number of not-for-profit organizations including Urban Prep Academies, Providence St. Mel School, and IFF, a Community Development Financial Institution. He has also held past Board positions with the Congo Square Theater Company, Oak Park Development Corporation, and Big Brothers and Big Sisters of Chicago.

LETICIA PERALTA KOROVESSIS

@leticiakor417

Co-founder and Principal, Peralta Garcia Solutions | 2005 Business Leader of Color Leticia is a financial professional, entrepreneur, and passionate community leader. She is co-founder and principal of Peralta Garcia Solutions, a premier financial and management consulting firm providing solutions to the public sector in meeting fiscal and managerial challenges. Leticia stands out as leader in management and financial consultants in the government sector space. Her 35 years of leadership experience includes nearly 15 years with LaSalle National Bank, where she was involved in senior management roles overseeing public and private sector capital markets transactions. In 1993, she formed her own financial advisory firm where her efforts steered the firm to national prominence, as reported by the Bond Buyer, as a Top 10 financial advisor for major municipal capital market transactions. She has also been recognized for her civic activism by organizations including the Anti-Defamation League, Latinas in Leadership, and the Coalition for United Community Action.

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MUSICALITY

@MusicalityVocal

Directed by Michael E. Gibson, Founder and Music Educator

Musicality is a vocal ensemble based out of Curie High school in Chicago, Illinois. Music teacher Michael Gibson saw so much musical potential and passion in his students that, in 2008, he decided to start an after-school group dedicated to singing. That group grew into Musicality, which has become a safe-haven where students can express themselves through music, and in many cases, a second family. In the past eight years and counting, the group continues to spread their love of music through live concert performances, music videos, and studio recordings. Musicality currently has 16 members ranging from ages 15 through 19. They were most recently semifinalists on NBC’s hit series “America’s Got Talent” where they performed at the Dolby Theater in Hollywood. They are also recipients of a grant from the Hollywood Foreign Press Association and are winners of the 2017 Young Entertainers Awards Scholarship.

KASHIF SHAIKH

Co-Founder and Executive Director, Pillars Fund

@kmshaikh @pillars_fund

Originally from Cincinnati, OH, Kashif is a first-generation American Muslim and the cofounder and executive director of Pillars Fund. Founded in 2010 by a group of American Muslim philanthropists in partnership with the Chicago Community Trust, Pillars invests in opportunities to elevate and amplify the leadership, narratives and talents of American Muslims in civil society, the media and public discourse. Under Kashif’s leadership, the organization has become the leading voice for American Muslims and has fostered partnerships with some of the country’s most respected civic institutions. Kashif began his career with United Way of Metropolitan Chicago and continued as a Program Officer at the Robert T. McCormick Foundation. In this role he managed charitable partnerships with the Chicago Tribune, Chicago Blackhawks, Chicago Bulls and other corporate entities, overseeing $5M in annual grantmaking. Kashif serves on the Board of Trustees of the Chicago Theological Seminary and is a member of the Economic Club of Chicago. He holds a Bachelor’s Degree from Ohio State University and a Master’s in Public Policy and Administration from Northwestern University.

EDUARDO TOBON

@etobon

Consultant; Consumer, Marketing Officer and Financial Services Practice, Spencer Stuart | 2015 Business Leader of Color

Eduardo Tobon is a consultant in Spencer Stuart’s Consumer, Marketing Officer and Financial Services practices and serves a broad array of global clients. Drawing upon 20 years of senior leadership experience in the consumer and financial services industries, Eduardo focuses on executive searches in the consumer packaged goods & durables and hospitality & leisure sectors. He also works with clients in private wealth management and private equity. Prior to joining Spencer Stuart, he served as president of Diners Club International. During his tenure, he led a repositioning of the company to a more innovative and agile franchise business. He partnered with leading organizations in China, India and Japan, and launched new franchises on every continent, resulting in customer, transaction and volume growth in every region of operation. He also served as board chairman for Dinit, a card processor in Slovenia, and the Diners Club Italia franchisee, where he oversaw the sale of both companies. Eduardo holds a Bachelor of Engineering from EAFIT University in Colombia, an MBA from Carnegie Mellon University, and has completed postgraduate studies at Harvard Business School. His insights have been featured in numerous publications, including the book Can’t Buy Me Like: How Authentic Customer Connections Drive Superior Results.

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SONA WANG

Co-founder and Managing Director, Ceres Venture Fund | 2007 Business Leader of Color

Sona Wang is a nationally recognized venture capitalist, civic leader, and cultural activist.

For over 20 she has led the creation of specialized investment funds focused on women and minority-led start-up ventures. She is now co-founder and managing director of Ceres Venture Fund. She is also the current chairman of Northwestern University’s Innovation and Inventions Office (INVO) Advisory Board, an executive committee member of Columbia College Chicago’s Board of Trustees, and chairperson of its Education Committee. She is a charter board member of ChicagoNext appointed by Mayor Emanuel. Dedicated to creating positive social impact through music and performing arts, she cofounded Chicago Blues Experience, a new music museum and performance center developing in the Loop, and previously served as trustee of the Chicago Symphony Orchestra and the Chicago Children’s Choir. Sona was named among “100 Most Influential Women” by Crain’s and has been profiled in the Wall Street Journal, US News and World Report, USA Today, Chicago Tribune. Sona graduated from Stanford University Engineering School and received an MBA, magna cum laude from Northwestern’s Kellogg School of Management.

Chicago United’s mission is to achieve parity in economic opportunity for people of color by advancing multiracial leadership in corporate governance, executive level management, and business diversity.

Our membership includes many of Chicago’s brightest leaders who collaborate around a common goal of a creating a stronger, more inclusive, business climate for all races. The Chicago business community is taking the lead in making our socio-economic climate even stronger through racial equity.

Our initiatives and research provide tangible data, tools, and insights needed to further transform Chicago into one of the most inclusive business ecosystems in the nation.

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312-977-3060

#CULeads

2017-2018 BOARD OF DIRECTORS Chairperson

ANNE R. PRAMAGGIORE President and Chief Executive Officer ComEd, An Exelon Company

Vice Chair man

Treasurer

KIP KELLEY

GEORGE BURCIAGA

President Aon Affinity

Managing Director of Global Municipal Development and Innovation CIVIQ Smartscapes

Secretar y

Immediate Past Chair man

Chairman Emeritus Quarles & Brady LLP

Retired President and Chief Executive Officer BMO Harris Bank N.A.

JOHN W. DANIELS, JR.

MARK F. FURLONG

Board Members ALBERT R. GRACE, JR.

PARRISH IVY

JOHN C. ROBAK

MAURICE GRANT

JAMES P. KOLAR

WILLIAM SANTULLI

Central Market Managing Partner PwC LLP

Executive Vice President and Chief Operating Officer Advocate Health Care

TAMEKA MORTON

MAURICE SMITH

Co-Founder and President Emeritus Loop Capital

Principal Grant Law, LLC

DARREL HACKETT

President BMO Wealth Management, U.S.

LINDA IMONTI

Partner in Charge, Advisory Office Leaders and Chicago Advisory Office Leader KPMG LLP

Principal Deloitte Tax LLP

Partner EY

President Greeley and Hansen

President Blue Cross Blue Shield of Illinois

NICHOLE OWENS

Director of Customer Care ComEd, An Exelon Company

CHICAGO UNITED STAFF GLORIA CASTILLO President and CEO

CARRIE OSSLUND Executive Assistant and Accounting Administrator

TERESA SARNA

Director of Communications and Managing Editor

GAIL DARCY ARRIGO Director of Operations

DAN PERKINS

CAITLIN YEE

Consultant, Five Forward InitiativeTM

Program Communications Fellow

DORIS SALOMÓN

IRMA ZARAGOZA

LARINDA FOSTER

Office Operations Administrator

MAYA GREVER

Director of Programs

Executive on Loan

Liaison to the CEO

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YOU'RE INVITED TO THE CHICAGO UNITED

This year we celebrate you—the people who drive inclusion to change today and lead tomorrow

Thursday, November 9, 2017 Reception 5:30 p.m. | Dinner 6:30 p.m.

Hilton Chicago, 720 South Michigan Avenue Sponsorship Opportunities Still Available For more information, call 312.553.2000 or visit our website.

Celebrating Leadership in Corporate Governance 2017 BRIDGE AWARD HONOREE

Brian T. Moynihan

Chairman and Chief Executive Officer of Bank of America FEATURING

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Many Thanks to Our Sponsors PRESENTED BY

MEDIA PARTNER

CHAIRMAN'S CIRCLE

ADVOCATES FOR CHANGE

CORPORATE CITIZENS FOR CHANGE

LEADERS FOR CHANGE Adtalem Global Education

Macy's

SDI Presence

Ariel Investments, LLC

ManpowerGroup

Sodexo

Chicago Sinfonietta

Mesirow Financial

University of Illinois at Chicago

Chicago Tribune Media Group

Morgan Stanley

University of Phoenix

"D" Construction, Inc.

Nash Brothers Construction Co., Inc.

USG Corporation

Deloitte

PMI Energy Solutions

Weber Shandwick

HBK Engineering, LLC

Quarles & Brady LLP

Heidrick & Struggles

Roosevelt University

Kellogg School of Management at Northwestern University

Schwarz Supply Source

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TH E W O RK OF C HI CAGO UNITED IS M A DE PO S S IB LE B Y T H E S UP P O RT O F O UR M E M B E R S : Abbott AbbVie Access Community Health Network Advocate Health Care Allstate Corporation Aon Ariel Investments Astellas US, LLC Bank of America Baxter International Inc. Blue Cross Blue Shield of Illinois/ Health Care Service Corporation BMO Harris Bank N.A. BP America Inc. Bryan Cave LLP Cabrera Capital Markets, LLC Carrington & Carrington, Ltd. Chicago Botanic Garden The Chicago Community Trust Chicago Sun-Times The Chicago Urban League The Chicago Zoological Society CIVIQ Smartscapes Clarity Partners ComEd, An Exelon Company Crain’s Chicago Business CSMI Cushman & Wakefield "D" Construction, Inc. Deloitte elemento L2 EY Federal Reserve Bank of Chicago Financial Executives International

Franczek Radelet P.C. Golin Grant Law, LLC Greeley and Hansen Guerrero Howe Custom Media Heidrick & Struggles Hispanic Housing Development Corporation Holland Capital Management LLC The Hollins Group Inc. Hyatt Hotels Corporation Johnson, Blumberg & Associates, LLC Kairos Consulting Worldwide Katten Muchin Rosenman LLP KDM Engineering KPMG LLP Laner, Muchin, Ltd. Loop Capital LSL Healthcare Inc. Macy’s ManpowerGroup McDonald’s Corporation Mesirow Financial MillerCoors Mitchell & Titus, LLP Montenegro Morgan Stanley MZI Group Inc. Nash Brothers Construction Co., Inc. Nicor Gas NJW Consulting Northern Trust Northwestern Medicine Northwestern University Odell Hicks & Company, LLC

People’s Gas & North Shore Gas PMI Energy Solutions, LLC PNC Bank Prado & Renteria CPAs Prof. Corp.

Primera Engineers, Ltd. Pugh, Jones & Johnson, P.C. PwC LLP Quarles & Brady LLP RGMA RME (Rubinos & Mesia Engineers, Inc.) Roosevelt University Rush University Medical Center Sanchez Daniels & Hoffman LLP Scharf Banks Marmor SDI Presence LLC SEEL LLC Sidley Austin LLP Sodexo Tampico Beverages, Inc. Trice Construction United Airlines University of Phoenix Chicago Campus The University of Chicago / University of Chicago Medicine University of Illinois at Chicago UPS USG Corporation Walgreens Washington, Pittman & McKeever, LLC Weber Shandwick Wedgeworth Business Communications Wynndalco Enterprises, LLC

F IVE FO R WARD 20/20 COMMITTED CO M PANIES : Advocate Healthcare Aon Ariel Investments Baxter International Inc. Blue Cross Blue Shield of Illinois/Health Care Service Corporation BMO Harris Bank N.A. BP America, Inc. Burns & McDonnell Cabrera Capital Markets, LLC The Chicago Zoological Society ComEd, An Exelon Company

EY Franczek Radelet P.C. Greeley and Hansen HBK Engineering KDM Engineering Loop Capital McDonald's Corporation Meade Mesirow Financial MillerCoors M.J. Electric Nash Brothers Construction Co., Inc.

TH E W O RK OF C HI CAGO UNITED IS F UNDED IN PA RT B Y:

Northwestern Medicine People's Gas & North Shore Gas PwC LLP Roosevelt University Rush University Medical Center SDI Presence LLC Sentinel Technologies University of Illinois at Chicago Walgreens West Monroe Partners, LLC