John Doe , ACME Corporation MM/DD/YYYY

1. Trip Report John Doe, ACME Corporation MM/DD/YYYY

2. Trip Report Summary The purpose of this presentation is to provide you with an outline for constructing a report that you can use for informing management and your colleagues about your experience of and the benefits of attending the 2013 Out & Equal Workplace Summit. It contains metrics about Summit participants and information about speakers and content. The outline also suggests areas of participation that you might want to highlight, where applicable. You should feel free to use and adapt this report as needed for your company/organization. To activate any links in this report, please be sure to view in the Slide Show mode.

3. About Out & Equal Out & Equal Workplace Advocates is an international, nonprofit 501(c)(3) organization headquartered in San Francisco, Calif. Out & Equal champions safe and equitable workplaces for lesbian, gay, bisexual, and transgender people. The organization advocates building and strengthening successful organizations that value all employees, customers and communities. For additional information, visit www.OutandEqual.org. Mission StatementOut & Equal Workplace Advocates educates and empowers organizations, human resources professionals, employee resource groups and individual employees through programs and services that result in equitable policies, opportunities, practices, and benefits in the workplace regardless of sexual orientation, gender identity, expression, or characteristics. Workplace Summit The purpose of the Summit is to bring together LGBT employees, allies, human resources and diversity professionals, employee resource group leaders, executives and organizational leaders, and others who are working toward creating safe and equitable work environments for all. The Summit was supported by 98 Sponsors including presenting sponsors; Thomson Reuters, The Walt Disney Company and IBM.

10. Demographics Total Attendance at Summit: 2232!

11. Demographics Gender Identity Responded: 79.16% Female: 29.48% Male: 44.46% Transgender/Transsexual: 1.26% Gender Non-Conforming: 0.68% Other: 0.50% Sexual Orientation Responded: 76.51% Gay: 37.08% Lesbian: 13.01% Bisexual: 3.02% Heterosexual: 18.23% Asexual: 0.09% States Represented: 41 Countries Represented: 27

12. Demographics Ethnicity Responded: 77.27% African American: 4.95% Native American, American Indian, First Nation: 0.14% Asian/Pacific Islander: 3.65% Latino/Latina, Hispanic: 8.87% Multi Ethnic: 2.39% White: 56.62% Other: 1.71% Annual Income Greater than 200K: 6.21% 150-199K: 4.46% 100-149K: 14.63% 65-99K: 16.79% Less than 64K: 9.32% Rather Not Say: 43.20%

13. Demographics Companies with the Largest Summit Attendee Presence by number of attendees:

14. Demographics Industry

15. Benefits The Summit provided a number of benefits for[your company] employees, including: • Significant Visibilityfor [your company] to other leading corporations—including key business partners—and their LGBT employees • An opportunity to showcase our commitment to and leadership in LGBT inclusion as an employer and service and/or products provider of choice • A variety of learning and professional development experiences to advance diversity inclusion and employee leadership skills

16. Programming The Summit’s three plenary sessions featured keynote speakers, whose discussions were complemented by featured panels and workshops populated by executives and leaders taking on the latest workplace issues and trends. On Monday, October 28, 2013, 6full-day leadership seminars provided a more intense learning opportunity for participants. Additionally, industry leaders and experts offered information on priority topics during the 12 Featured Panels and 6 Global Series Sessions, spread over the 4-day conference. Our Newcomer’s Orientation was attended by 270 people! Our company/organization was represented during these programs by… [highlight if you or a colleague was featured on stage, on a featured panel or facilitating a seminar. Similarly, note here if your organization sponsored a plenary session or featured panel.]

17. Workshops Each of the 100 workshops offered insights into lesbian, gay, bisexual, transgender and ally issues in today’s ever-changing workplace environment. Workshops were designated as introductory, intermediate, or advanced and were targeted toward HR/Diversity professionals, Executives/Management, ERG leadership, or the general audience. Different workshop tracks allowed attendees to focus on specific topics, including: Allies, Policy & Benefits, Global Perspectives, Beyond LGBT Diversity, Personal & Professional Development, Strategic Planning, Coaching & Mentoring, Organizational Excellence, Case Studies, Diversity & Community, and Changing Workplace Climates. [Representatives from our company/organization attended XX different workshops on topics ranging from ABCDEF to UVWXYZ.]

18. 2013 Summit App This year, we were excited to unveil details of our official Summit App developed by us in association with one of our presenting sponsors, Thomson Reuters. The App ensured that Summit attendees could easily plan their schedule and navigate the Minneapolis Convention Center that much more simply. The App was powered by Thomson Reuters' Convene software and we thank Thomson Reuters for working with us to make this free service available to attendees. [If you created your own Summit Schedule using the App, consider sharing this with your company.]

19. Outie Awards • The Summit is also the venue for the prominent Out & Equal Workplace Awards, known as “the Outies,” recognizing individuals and organizations that are leaders in advancing equality for LGBT employees in workplaces around the world. • The 2013 Outie Award Winners • LGBT ERG of the Year: Target’s LGBTA Business Council and Lockheed Martin’s PRIDE • Regional Affiliate of the Year: Seattle • Workplace Excellence Award: The Dow Chemical Company • Selisse Berry Leadership Award: Kevin Jones • Champion Award: Cathy Bessant (Bank of America)

20. 2013 Out & Equal Workplace Summit Programming Highlights

21. Selisse Berry Founder & CEO, Out & Equal Workplace Advocates "I'm so grateful for the opportunity to come together every year to be inspired to continue this important work toward full equality... together!"   "Until every executive office and cubicle and factory floor around the world has true equality and inclusion... we still have work to do." Selisse Berry is Founder & CEO of Out & Equal Workplace Advocates. Under her leadership, the organization has grown significantly with expansion of the annual Workplace Summit and the expansion of programs and global initiatives. Selisse is a frequent speaker on workplace equality and has spoken across the United States and also abroad. Selisse is the editor of Out & Equal at Work: From Closet to Corner Office, Out & Equal’s new anthology celebrating executive trailblazers who have transformed the workplace for LGBT people. Selisse and her wife, Cynthia Martin, were married in July 2007, and legally married in 2008.

22. Robert Hanson CEO, American Eagle Outfitters Robert Hanson is currently the Chief Executive Officer of American Eagle Outfitters, effective January 30, 2012.He was appointed Global Brand President for Levi Strauss in 2010, and was a member of the company’s worldwide leadership team, which sets the company’s global strategic direction.  He was previously the president of Levi Strauss North America since 2008. In this capacity, he was responsible for leading the company’s businesses in the United States, Canada, Mexico and Latin America. 

23. Janet Mock Writer and Activist Janet Mock is a writer, activist and the founder of the #Girlslikeus project. Her memoir, Redefining Realness: My Path to Womanhood, Identity, Love & So Much More, will be published in 2014 by Atria Books/Simon & Schuster. While working as an editor at People.com, Janet opened up about her life as a young trans woman in Marie Claire in 2011, which sparked her work as an activist who uses media to expand our idea of womanhood and hold the LGBT movement accountable to all trans and queer folk, specifically those from low-income and/or people of color communities.

24. Elaine Kaplan Acting Director, Office of Personnel Management Elaine Kaplan is Acting Director of the Office of Personnel Management (OPM). She began her legal career in the Solicitor’s Office of the U.S. Department of Labor and most recently she served as Senior Deputy General Counsel for the National Treasury Employees Union.In 1998, Kaplan was appointed by President Bill Clinton to serve as the head of the U.S. Office of Special Counsel. Kaplan will soon be moving on from OPM as she was nominated by President Obama and recently confirmed by the Senate to be a U.S. Court of Federal Claims Judge.

25. Tabatha Coffey Television Personality, Hairstylist An Australian hairstylist, salon owner, and television personality, Tabatha first appeared in front of US audiences as a contestant on the reality television show Shear Genius. She was subsequently given her own television show, Tabatha Takes Over, which airs on the US cable television network Bravo. Drawing on her years of hands-on experience, Tabatha now travels the country for her show as she helps struggling business owners turn around their lives and businesses. An out lesbian, she proves that her professional instincts transcend the realm of beauty.

26. Kathy Najimy Actress and Entertainer Kathy Najimy is known for her memorable performances in over 25 films and several TV projects. She recently filmed a Tyler Perry project and was seen in The Guilt Trip with Barbra Streisand and Seth Rogen. Najimy debuts in 2013 on the entire last season of The Big C as Laura Linney’s character’s therapist. For TV she voiced “Peggy Hill” (14 seasons) on the Emmy Award-winning Fox hit King of the Hill, for which she received an Annie and 2 WIN Awards.

27. Kate Clinton Comedian Kate Clinton is a faith-based, tax-paying, America-loving political humorist and family entertainer who still believes that humor gets us through peacetime, wartime and scoundrel time. This year she celebrates her 30th Anniversary of performance. Kate brings her new show The GLEE Party nationwide. This year her 9th comedy collection Lady HAHA has been released.

28. Thelma Houston R&B Artist After 45 years of performing, 23 albums and a Grammy, music legend and icon Ms. Thelma Houston continues to celebrate her long and outstanding career and shows no signs of slowing down! With Motown Records, Thelma claimed the top of the Pop, R&B and Dance charts with her high-powered rendition of "Don't Leave Me This Way". That Gold Record classic gave Thelma the distinction of being the first solo female artist at Motown to win the Grammy Award for "Best R&B Female Vocal Performance."

29. Steve Grand Songwriter, Recording Artist Steve Grand has been writing music since the age of eleven, and dreaming about recording and performing for as long as he can remember. Yet, only recently, did he decide that he was “ready” to take his shot at building a career as an artist. The release of his first original song and music video, “All-American Boy” on YouTube on July 2, 2013, was an overnight success, accumulating more than 1.5 million views in the first two weeks!

30. Entertainers One Voice Mixed Chorus This choir unites gay, lesbian, bisexual, transgender people and straight allies in the Twin Cities of Minneapolis-St. Paul to build community by raising their voices in song. Caleb Songwriter and recording artist Caleb released his first album, "Caleb" on January 29, 2013, highlighted by an appearance on the FOX morning show and a feature article in Newsday, New York. Maud Hixson Jazz Quartet Maud Hixson is a singer of classic jazz and popular songs of the 20th century, based in St. Paul, Minnesota. She became a full-time musician after being presented as “Best New Voice” at the KBEM Winter Jazz Fest in Minneapolis in 2003, and now works with a variety of musicians.

31. Featured Sessions The Post-DOMA Era: The Great News for Companies and Employees! Moderator: Elizabeth Birch, Elizabeth Birch Company
 Panelists: Kirsten E MacPherson, Boeing; Jeffrey Gorczynski, Citi; Steve Wasik, Aon Hewitt.  Since 1996, progressive companies have tried to mitigate the impact of Defense of Marriage Act (DOMA) in search of benefits equality for LGBT families. The Supreme Court took the first steps to end DOMA but new challenges now face LGBT employees and companies. Our panel looked at the impact DOMA has had, what companies have been doing, what changes are on the horizon and what the next steps are.    


32. Featured Sessions LGBT Equality Intersects with Corporate Public Policy Aims: When Interests Converge Moderator: Bob Witeck, Witeck Communications
 Panelists: Diego Sanchez, PFLAG; Michael Wascom, American Airlines; TJ Maloney, Marriott. A decade ago, corporations remained mostly silent on LGBT public policy. Community leaders and LGBT policy experts brought litigation and legislation on issues in the economic sphere, the marketplace and the workplace. Today, business executives and lobbyists recognize their interests match or parallel those of LGBT advocates on key issues. This timely discussion shared the views, experience, best practices and pitfalls/challenges of public affairs experts.


33. Featured Sessions The A to Z on Bisexuality: Bi Experts Speak Out Moderator: Robyn Ochs  
Panelists: Heidi Bruins Green, Ellyn Ruthstrom, Denise Penn, Faith Cheltenham, Lauren B Beach.   This workshop showcased luminaries of the bisexual community. Facilitated by Robyn Ochs, editor of Getting Bi and acclaimed international expert on bi topics, this was a conversation about the state of the bisexual movement and the influences on it from the workplace and popular culture.

34. Featured Sessions Coming Out in Prime Time: Seeing Through the Transgender Lens  Panelists: Zoey Tur, Jamison Green For many, the personal journey of identifying as transgender is series of "coming out" moments. It starts with yourself, then your families/friends and finally, on the job. Zoey Tur shared her story, as she revealed in June 2013 her decision to live openly as a transgender female with gender identity disorder (GID). Formerly Bob Tur, one of LA's most famous helicopter reporters, Zoey talked about her journey and decision to share her life in the public eye. 

35. Featured Sessions The Importance of Allies to LGBT Inclusive Workplaces – Sponsored by HP Moderator: Joanne Sprague, Friend Factor, Re-Founder and CEO
 Panelists: Amy Hanneman, HP; Tammy Mangum, Bank of America; Mike Fanning, MassMutual.   The progress on LGBT-inclusive policies and practices in the workplace over the past decade has been remarkable. The successes that we have seen have only been possible thanks to the support of allies to the lesbian, gay, bisexual, and transgender (LGBT) community. This panel - of allies and LGBT leaders - explored how enlisting the support of allies remains a vital strategy to LGBT workplace equality.   


36. Featured Sessions Uncovering Talent  Moderator: Christie Smith, Managing Director for the Deloitte University Leadership Center for Inclusion. Many decades after the formal inclusion of women and minorities in the workplace, second-generation barriers to full inclusion endure. NYU School of Law Professor, Kenji Yoshino, and Deloitte University Leadership Center for Inclusion Managing Principal, Christie Smith, Deloitte LLP, have co-authored a white paper, "Uncovering Talent," that offers a new approach to achieving inclusion. The authors focused on the issue of "covering" - the process through which individuals downplay their differences, often at great cost to their sense of self, to be included the workplace. 

37. Featured Sessions Discovering Strength in our Diversity: Voices of Latino/Latina/Hispanic LGBT/Allies  Moderator: Ana Duarte McCarthy, Citi.  
 Panelists: Michael Lopez, Alcoa. Diversity initiatives have provided the space for employees and Employee/Business Resource Groups to come together and develop innovation and creativity for the workplace. Our panel talked about the experience of Latino/a and Hispanic employees who identify as LGBT or allies and the other issues, concerns, cultural barriers and strengths that these employees bring to the workplace.      


38. Featured Sessions Paving the Intersection of LGBT and Disability Issues Moderators: Jennifer Brown, Jennifer Brown Consulting; Tari Hartman Squire, EINSOF Communications. 
 Panelists: Deb Dagit, Geri Jewell, Kathy Martinez, Betsy Dixon.   Deb Dagit opened the session framing the issues around disability in the workplace. Our panel of experts created more than a strategy for D&I. They explored differences such as there being less traction in establishing/engaging disability ERGs compared to LGBT ERGs. They explored common issues as “ambassadors” of corporate, public and entertainment sectors who self-identify as both LGBT and persons with disabilities. Issues include self-disclosure; passing; power & pride; naming, framing /claiming differences; bringing your whole self to work; leveraging privilege; hierarchy of identification and marginalization, creating distance between groups for the sake of social change, self and collective identity. 


39. Featured Sessions Breaking Ground: LGBT Religiosity and Bias in the Workplace Moderator: Mark Fowler, Tanenbaum Center for Inter-religious Understanding.
 Panelists: Deborah Dagit, Deb Dagit Diversity; Karyn Likerman, Citi; Melvin Rosado, Merck & Co. Workplaces around the globe are familiar with the conflicts that typically arise between religious and LGBT identities in the workplace. The assumption is that the religious employee and the LGBT employees are inherently different, and that conflict is inevitable. This panel of experts unpacked this assumption, and presented findings from two separate ground-breaking studies to illustrate that issues of religion, sexual orientation, gender identity and experiences of religious bias and conflict in the workplace are far more nuanced.    


40. Featured Sessions Deciphering the Rules for Taxation of Benefits for Same-Sex Spouses/Partners Moderator: Brian Silva, Marriage Equality USA.
Panelists: Todd Soloman, Brian Tiemann (McDermott Will & Emery). LGBT individuals on average pay over $1,000 in annual federal income taxes on benefits for same-sex spouses/partners - taxes that same-sex spouses in certain states and unmarried same-sex partners may continue to pay even after the Supreme Court's ruling on DOMA. This workshop provided a practical overview of complex federal/state tax laws that require this unequal treatment to illustrate how the taxable amount of benefit coverage is calculated and whether benefits are taxable in the state where you live/work.   


41. Featured Sessions A Dream Not Yet Realized: ENDA Passage Moderator: Mara Keisling(NCTE) Panelists: Deena Fidas(HRC) Patsy Doerr(Thomson Reuters) Ian Thompson(ACLU) and Pat Baillie(Out & Equal) There are still no federal protections for LGBT employees. The panel highlighted what you can do to move LGBT workplace equality from a dream to a reality.

42. Featured Sessions It Starts at the Top: Successful Executive Sponsors Moderator: Kevin Jones Panelists: Howard Ungerleider, Executive Vice President – Advanced Materials, The Dow Chemical Company; Jim Wilkinson, Executive Vice President – Communications PepsiCo; Matt O’Grady, Executive Vice President – Local Media, Nielsen. The role of an Executive Sponsor is critical to the success of an Employee/Business Resource Group. As Sponsor, they can leverage their personal brand, relationships, and resources to enhance the visibility and credibility of the ERG/BRG. They act as a business mentor and champion that translates into both the opportunity – and the responsibility – to learn, support, and make a true difference. In their role, they encourage people to focus on how to engage others and improve communication, enhance the members’ leadership qualities and develop partnerships while helping to overcome barriers. This panel included the perspective of executive and HR sponsors for corporate LGBT ERG/BRGs, and shared their experiences as to what makes the role of executive sponsor successful and rewarding. 

43. Global Series Sponsored by IBM Power of LGBT in the Growth Markets  Panelists: Silvy Vluggen and Tony Tenicela (IBM). Implementing culturally sensitive LGBT programs in the world's fastest growing economies can be challenging for multinational corporations. In many growth markets, barriers, such as a penal code criminalizing gay relationships and non-supportive legislation, are unfortunately still a reality today. Long recognized as the global leader for implementing LGBT programs and policies, IBM is committed to providing a safe, open and inclusive working environment for its over 440,000 employees worldwide. This workshop presented best practices and lessons learned on how IBM has addressed the LGBT community from a workplace and marketplace perspective in key growth markets, such as China, India, ASEAN, Eastern Europe and Latin America.

44. Global Series Sponsored by IBM Virtual ERGs - Connect Your Global Membership Using Social Media   Panelists: Cariad Eccleston, Gustavo Casals, Hussein Sadiq, Tiffany Cochran (All Thomson Reuters).  With ERG members spread across locations around the world, how do you keep everyone connected and engaged? Global ERG leaders from Thomson Reuters Pride at Work held an informative discussion about creating a virtual network. Real-world examples were presented from LGBT professionals in the United States, United Kingdom, India, Japan, The Philippines and Argentina about the importance of connecting and supporting colleagues through social media. The workshop also included an analysis of Thomson Reuters best practices and practical steps you can take to grow a virtual ERG to improve employee engagement, grow membership, cultivate diverse perspectives and ideas and encourage culture change around the world.

45. Global Series Sponsored by IBM Global Firms, Global Needs: Trends and Opportunities for the LGBT Community Panelists: Nathanial Pelczar and Keith Reams (Deloitte).  This presentation discussed the unique needs of global services companies, and associated trends, opportunities, and challenges that impact LGBT employees. Immigration, and immigration policies' impact on the LGBT community and the companies that hire LGBT community members, were discussed. The evolution of policies that impact the LGBT community, and hiring practices of large organizations were also discussed. This interactive presentation, which included audience participation by way of polls and open-ended questions posed to the audience, drew on the overseas workplace experiences of the presenters and enlightened the audience about policies that impact them and their ability to work abroad.

46. Global Series Sponsored by IBM Exploring LGBT Opportunities in India Panelists: Amanda Yik, Senior Programme Manager, Community Business; Tony Tenicela, IBM.  Despite growing awareness in India of the link between diversity and enhanced business performance, sexual orientation and gender identity has largely been overlooked. Considered a subject not appropriate in the workplace and shrouded in taboo/stigma, companies - local and international, have steered away from including LGBT on their corporate diversity agenda. Change is happening (with legislation and a more visible LGBT community) - all across Asia, Leading companies are part of achieving greater acceptance, equality and creating a safe/open environment for their LGBT employees. Based on research and partnerships, Community Business shared key LGBT issues in India. On this panel were corporate representatives from pioneers in India's LGBT inclusion.

47. Global Series Sponsored by IBM Starting Over: A World View as a Refugee Panelists: Neil Grungras, Tiela Chalmers (Both Organization for Refuge, Asylum & Migration). Imagine living in a country where by law, you could be killed or sent to jail just for being LGBT. How would you be able to find and keep a job and take care of your family? For many, they leave their homes and start over. NGO's such as the Organization Refugee Asylum and Migration (ORAM) work within this paradox of persecution-where secrecy is crucial for safety, but protection requires revealing identity. ORAM influences institutional changes that help create a more responsive climate and humane policies for refugees on their complex path to safety. The panel discussed the global issues for LGBT and discussed how corporately and individually we can work for change.

48. Global Series Sponsored by IBM From Russia, With or Without Love Moderator: Sean Livingston, Vice-President, Client Advisor JP Morgan Chase.  Panelists: Michael Guest, Senior Advisor, Council for Global Equality | Former US Ambassador to Romania; Innokenty Grekov, Program Associate, Human Rights First; Mary Garrity, Director - Technology Alliances, IBM. Russia’s new law, which bans the promotion of any “nontraditional” sexual activity, has caused a global discussion on sexual orientation and gender identity. The 2014 Sochi Winter Olympics in a few months warns LGBT athletes, coaches and spectators that they will not be welcome if they are “out” at the Olympics. Russia reports that they don’t ban homosexuality and the law would not apply to visitors but it is unclear how the law will be applied. What is the situation in Russia and what should we know? What has been the response in the media to the new law and businesses around the issues and the Olympics? What should sponsors consider? Our panel looked at the options and issues and shared their insights.

49. Special Session An evening with Robbie KaplanWe held a special session in which LGBT pioneer and attorney Roberta “Robbie” Kaplan shared her insights on the DOMA ruling by the United States Supreme Court and how this will affect LGBT employees. Robbie, who represented Edith “Edie” Windsor in this landmark case, also addressed questions from the audience.

50. Roundtable Sessions Our Roundtable discussions with presenter(s) are listed: Agriculture Sector Panel –  Bill Hendrix, Dow/Gerrit Segers, Monsanto Allies – Joanne Sprague, Friend Factor Bisexual  – Heidi Green, Advisory Council Disability – EIN SOF Tari Hartman Squire/Geri Jewell ERG/BRG - Erik Kudrna Faith – Terry Hildebrandt/Jean-Marie Navetta Global– Tony Talbot, Out & Equal Government – Gautam Raghavan, The White House, Public Engagement People of Color – Kirsten Macpherson/Robbie Gregg, Advisory Council Regional Affiliate – Andrea Shorter, Out & Equal Research– Pat Baillie, Out & Equal Transgender  – Michelle Smith/Deb Drew, Advisory Council