Going International. Taking ERGs/BRGs from the US and beyond

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1 Going International Taking ERGs/BRGs from the US and beyond

2 Going International - AGENDA Introductions Stories Citi Walmart Wells Fargo Q&A

3 Going International Who s Here Kim Marsh Diversity Program Manager, Citi Jason Viator Leadership Development Program Manager and Pride Co-Chair, Walmart Ken Piana Wholesale Financial Crimes COO and PRIDE Vice President, Wells Fargo John Stotler Senior HR Technology Manager and PRIDE President, Wells Fargo

4 Kimberly Marsh Diversity Program Manager Citi Kimberly Marsh is a Diversity Program Manager in Citi s Global Workforce Diversity Office. In this role, she manages a variety of inclusion programs including work/life initiatives and the company s Employee Network Program. Prior to joining Citi in 2013, she held various HR roles in the non-profit sector. Kim began her career as a first grade teacher with Teach For America in Brooklyn, NY. 4

5 Citi s Global Diversity Strategy Citi values a work environment where diversity is embraced, where people are promoted on their merits, and where people treat each other with dignity and respect as they work together to achieve more. Gender Diversity is a core value and a source of strength for Citi. We value a work environment where diversity is embraced, where people are promoted on their merits, and where people treat each other with dignity and respect as they work together to achieve more. Generations Citi provides a forum for employees to connect and share perspectives, ideas and information as we support one another across the variety of stages and experiences that life holds. Military Veterans Citi honors and respects those who have served their country. We provide a forum focused on military veterans, those currently serving and their families to foster education, career opportunities and community support. Individuals with Disabilities Citi believes in empowering all employees to achieve their personal potential. We provide equal employment opportunities, facility access and a forum to discuss and learn from the experiences of people with disabilities and caretakers cross our organization. Work Life Strategies Citi understands that successful work and life integration is fundamental to our employee s personal and professional success. We support a culture which promotes strategies that foster fulfillment both inside and outside of work. Racial and Ethnic Heritage Citi has been built and shaped by the diversity of our workforce and will continue to reach new heights through this competitive advantage. We provide a forum to showcase and celebrate the achievements, dynamic history and rich heritage of our employees around the world. Pride Citi believes in fostering opportunity for all employees. We facilitate education to promote awareness and understanding of lesbian, gay, bisexual and transgender concerns and value all contributions regardless of sexual orientation, gender identity or expression. 5

6 Employee Network Overview Background Created in 2002 Composed of affinity groups initiated and led by employees Open to all employees Provide members with an opportunity to share common experiences and build awareness 6

7 Employee Network Overview Background Created in 2002 Composed of affinity groups initiated and led by employees. Open to all employees Provide members with an opportunity to share common experiences and build awareness Professional Development Community Outreach Primary Objectives Cultural Education & Awareness Recruiting and Retention of Talent 7

8 Employee Network Overview Background Created in 2002 Composed of affinity groups initiated and led by employees. Open to all employees Provide members with an opportunity to share common experiences and build awareness Professional Development Community Outreach Primary Objectives Cultural Education & Awareness Recruiting and Retention of Talent Formation Inquiry and Proposal Formation Team and Leadership Structure By Laws Briefing Presentation and Recognition Call 8

9 Global Employee Network Governance Global Oversight Chairman, Global Employee Networks Chief Diversity Officer Global Advisory Council Members (11) Global Workforce Diversity Leads (6) Local Leadership for Each Network Business Sponsors Co-Chairs HR Liaisons 9

10 Citi Global Employee Network Distribution Oct Networks - 10 Affinities 14,000 Members 29 Countries 58 Locations NAM 70 EMEA 28 Mexico 4 LATAM 3 APAC 9 disability Generations Heritage Military Veterans Total Networks Multi- Cultural Parents Pride Women Total

11 Pride Networks Spotlight October Pride Networks Globally NAM 10 EMEA 4 Mexico 1 LATAM in progress APAC 2 11

12 Pride Networks Spotlight October Pride Networks Globally Mexico City Mexico 1 NAM 10 LATAM in progress Dallas Florence Hagerstown Jacksonville NYC San Antonio San Francisco St. Louis Tampa Tucson EMEA 4 Belfast Budapest Dublin London APAC 2 Hong Kong Sydney 12

13 Jason Viator Leadership Development Program Manager Walmart Jason Viator began his career with Walmart in March He is currently the Program Manager within the company s Global Leadership Development team responsible for the company's culture training for all 2.2 million associates. Jason currently serves as co-chair of Walmart PRIDE (a position he has held for the past 6 years). He is also one of the founding members and original leadership of the group (which was formed in April 2004).

14 11k Stores in 27 Countries 14

15 m Customers Square km of Retail Space per week 15

16 Walmart PRIDE Leeds, United Kingdom Shanghai, China (in progress) San Bruno, California San Jose, Costa Rica (in progress) Toronto, Canada Bentonville, Arkansas Sao Paolo, Brazil (in progress) 16

17 HRC Corporate Equality Index Walmart s Journey

18 Walmart Sponsored Events (2013) 18

19 Walmart Sponsored Events (2014) 19

20 Walmart Sponsored Events (2015) 20

21 Championing Equality 21

22 Going International - Walmart 22

23 Kenneth Piana COO, Wholesale Financial Crimes Wells Fargo Kenneth Piana is the chief operating officer for the Wholesale Financial Crimes Risk and Compliance Office. Kenneth is responsible for the general governance, administration, and framework of financial crime risk management for the Wholesale Banking division of Wells Fargo. Prior to joining Wells Fargo, Kenneth held various audit positions at Butterfield Bank in Bermuda, the Federal Reserve Bank of San Francisco, and American Airlines.

24 24 Wells Fargo s Commitment to all team members Wells Fargo s approach to preventing discrimination and promoting diversity: Lead by having the courage to speak the truth Care about each other and show it Commit to attracting and retaining a diverse work force Seek out diverse perspectives. Support the diversity of our team members, customers and communities Earn each other s mutual trust Get outside ourselves and take a clear, objective view of our behaviors Promote a positive work environment for all team members Source: Wells Fargo Vision and Values Handbook (2012)

25 Wells Fargo & the LGBT Community Our company s support for the LGBT community dates to mid-1980 s when we were one of a very very few Fortune 500 companies to include sexual orientation in our non-discrimination policy. The start of the next decade brought the PRIDE team member network to Wells Fargo when in 1991 LGBT team members gathered in Golden Gate Park for what would be the first of many team member events over years. The following year team members participated in the San Francisco Pride Parade for the first time. This year, Wells Fargo PRIDE teams will participate in over 50 Pride events from coast to coast! In 1998, we were among the first employers in the financial services industry to offer domestic partner benefits to team members. Our medical benefits program has been offering healthcare benefits to transgender team members for years and was expanded in 2008 to include additional benefits around surgical procedures. In 2009, Wells Fargo partnered with the College for Financial Planning to develop and launch the Accredited Domestic Partnership Advisor (ADPA ) program and certified the first Financial Advisors to work with LGBT customers to fulfill their financial needs. In 2012 and 2013 and 2015, Wells Fargo was ranked No. 1 on DiversityInc s list of Top 10 Companies for LGBT employees. We have received a perfect score on the Human Rights Campaign Foundation Corporate Equality Index for 12 consecutive years.

26 Wells Fargo s PRIDE TMN PRIDE serves as the voice of inclusion and acceptance for Lesbian, Gay, Bisexual, and Transgender (LGBT) team members and allies of the LGBT community. Team members who identify as Lesbian, Gay, Bisexual, Transgender (LGBT) or as allies of those who identify as LGBT are welcome to join.

27 Going International Wells Fargo Wells Fargo Workforce is 272,591 Team Members 255,406 (93.7%) Domestic [US] 17,185 (6.3%) International Wells Fargo International Chapter Locations Cover <30% of available team members with a local chapter: United Kingdom Hong Kong Canada Philippines

28 ARE 27 ARG 43 AUS 5 BGD 10 BHS 3 BRA 12 CAN 196 [Chapter] CHL 85 CHN 107 COL 18 CRI 183 DEU 24 DOM 82 ECU 5 ESP 5 FRA 11 GBR 841 [Chapter] HKG 902 [Chapter] IDN 12 IND IRL 102 ISR 2 ITA 7 JPN 59 KOR 26 MEX 7 MYS 8 NLD 1 PHL 2820 [Chapter] RUS 5 SGP 115 THA 11 TUR 12 TWN 146 VNM 10 ZAF 4 Grand Total 17185

29 Going International Wells Fargo Types of Chapters Physical Satellite Virtual Steps to Developing a Chapter Identify need Assess with the Law Department and Human Resources Establish local support with Senior Management Connect with team members via Regional Marketing Present TMN Support the Chapter throughout its cycles

30 Going International Wells Fargo Challenges and Considerations Local Laws and Regulations Team Member Safety Cultural Norms Sustainability Support Provided Unwavering Senior Management Support Ally Engagement Program Connection with Local Organizations [i.e. Interbank LGBT, Community Business] PRIDE Team Member Network and Enterprise Diversity & Inclusion

31 Going International Wells Fargo Any team member regardless of location can join any of the Virtual Chapters online

32 Going International Wells Fargo Once a team member joins a chapter [local, satellite, or virtual] they receive all TMN communications

33 Going International Q&A Kim Marsh, Citi Jason Viator, Walmart Ken Piana, Wells Fargo