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Round 3 Track B:EXPERIENCED ERG (4+ YEARS): Align ERGs with ROI and Business Strategy

FACILITATOR:Isaias Zamarripa / VP of Diversity Talent Acquisition Strategy / The Kaleidoscope Group

PRESENTERS:

LQ Huang / General Manager U.S. Equity / T. Rowe Price (Co-Chair, Pride)

Nolan Melson / Senior Consultant | Custom Software Development / Capgemini (North American Co-Lead, Veterans ERG)

Mario Diaz / Division Performance Executive / Bank of America (HOLA ERG)

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Align ERGs with ROI and Business Strategy

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Now let’s change the music!~Isaias Zamarripa

Diversity is being invited to the party.

Inclusion is being asked to Dance

~ Verna Myers

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LQ Huang / General Manager U.S. Equity / T. Rowe Price (Co-Chair, Pride)

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┌ A T. Rowe Price sponsored study on LGBT+ investor behavior and beliefs

┌ Why? The face of wealth is changing in the US based on demographic and value shifts – the new face of wealth is more diverse and have positive attitudes toward the LGBT+ community

What is the Equality Economy?

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┌ 2 year journey to get study funded and completed

┌ 2 more years to develop and launch products resulting from the survey

┌ Pitching the ideas many times to different people

┌ Pitching the ideas many times to the same people

┌ Translating the ideas into tangible benefits to each person in each meeting

How did we get here?

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┌ Packaging data to make a compelling business case

┌ LGBT+ community is large and growing┌ since 2012 at 3.5% to 4.1% of the population (Gallup)

┌ estimated buying power of $917B (NLGJA)

┌ 20% of millennials identify as LGBTQ compared to 7% of Baby Boomers (GLAAD/Harris)

┌ 64% of LGBT+ allies say they’re more likely to spend money with LGBT+ inclusive brands (PR Newswire)

Common business sense: opportunity in change

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┌ T. Rowe Price created a suite of consultative services and analytical tools for local financial advisors to help them better serve LGBT+ investors

┌ Serving Financial Advisors through marketing materials:

┌ website, white paper, playbook and tools to help advisors size out LGBT+ opportunity in their state and city more effectively

┌ end investor support with infographics, seminar in a box and electronic evaluation forms

Business outcomes

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Align ERGs with ROI and

Business Strategy:

Capgemini Veterans ERG

June 20, 2018Nolan Melson / Senior Consultant | Custom Software Development / Capgemini (North American Co-Lead, Veterans ERG)

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If you cannot measure it, it did not happen If it can be measured, ERG Strategy must tie to core business

strategy Align ERG Strategy with ROI and Business Strategy, and key

stakeholder relationships that must be cultivated to make this effective

Veterans Employee Resource Group

PROBLEM / CONCEPT

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Overview of Capgemini ERGs

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UN 2030 Sustainable Development Goals (SDGs)

Capgemini is a signatory of the global compact. Our ERG work in the community aligns to several

dimensions of the sustainable development goals.

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Track Impact to Show ROI of ERGs

• All of our ERG webinars, events and campaigns are tracked in one place

• All of our volunteer events are tracked in one place

• Reporting allows leadership to compare employee engagement based on location, business unit, level, etc.

• Personalized employee experience because allows ability to create and search for events based on area of interest and location

• Creates transparency and reporting accuracy

• Increased employee engagement and opportunity to impact community

• Volunteer tracking system that allows employees to create, search, sign up and track events

• Aligned to UN SDGs

• Potential to expand to other modules/countries

ExamplesVolunteer Tracking Tool Benefits

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Develop actionable ERG strategic plans VERG – Veterans ERG

All grades across NA Markets.

Target Audience

Business Impact

VERG has a strong focus on veteran recruitment, working to strengthen the pipeline of qualified, diverse, veteran candidates.

VERG’s community service efforts provide opportunities for our colleagues and clients to participate in service projects that positively impact veterans and their families.

People Impact

Capgemini NA endorses 11 Employee Resource Groups (ERGs) that support our Diversity & Inclusion program. Currently, there are over 2,000 Capgemini NA employees who participate in one of our ERGs. The ERGs’ objectives are aligned with a concept referred to as the 4C’s. Activities planned by the ERGs must connect with 1 or more of the 4C’s to ensure maximum benefit to Capgemini employees and our business. The 4C’s are: Commerce, Culture, Career; and Community.

Program Overview

Focus Areas

The mission of VERG is to encourage and assist Veterans in pursuing and building careers in various fields at Capgemini while employing the skills, experience, talent and dedication they bring, as well as providing opportunities to the families of Veterans as a tribute to their service.

NA Corporate Responsibility and People Culture – Talent Page

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ERG Score Card – Tracking Progress

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ROI and Community Impact

VERG / Merivis Foundation Partnership - Salesforce

Chicago Jesse Brown VA Food Pantry

Temple VA Hospital Visit

Meeting with Salesforce Founder, Marc Benioff – strengthening client partnerships

SXSW 2018 Panel

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VERG

Promotions Assistance Recruiting Skills Training

Leadership / Communications for Corporate Setting workshops

Professional Scrum Master

PMP Certification Assistance

Mentorship

ERG Business ImpactHispanic/Latino Organization for Leadership & Advancement (HOLA)

Mario DiazJune 20, 2018

Employee Network Overview

25 June 2018Bank of America 26

HOLA Business Impact Success

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Over 13,000HOLA members

35 Chapters

Hispanic-Latino Organization for Leadership &

Advancement (HOLA)Since its development in 2003, HOLA has 35 chapters

across the organization to support its Hispanic-Latino

employees with over 13,000 members. HOLA is

committed to making Bank of America the best place

for Hispanic-Latino employees to grow professionally,

by inspiring and fostering an inclusive environment for

all employees in support of the bank’s purpose and

strategy.

Hispanic-Latino Leadership Council (HLLC) HOLA has integrated with the HLLC, a forum

comprised of more than 150 U.S.-based Hispanic and

Latino Senior Leaders. The HLLC works together to

develop strategies that will deepen relationships with

Hispanic-Latino clients, while growing Bank of

America’s Hispanic-Latino leaders in order to be a

stronger reflection of the diverse communities it

serves.

Business Development Councils Latino Leadership teams established in

high-Hispanic markets (e.g. Los

Angeles), which are comprised of

HOLA members and Latino bankers

across all lines of business.

Active users for the Spanish language mobile banking

app; 33% increase year-

over-year

1.3MM

HOLA has advocated for resources to beavailable in Spanish

2.5+ minutesClients spending

more time viewing pages per

session as compared to the

English site

Now in Spanish! / Ahora en Español!

25 June 2018Bank of America

HOLA Business Impact Success

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300 HOLA referrals for

ALPFA talent to Bank of

America. Through

HOLAs engagement with

the Campus Recruiting

Program acceptance

rates of Latino summer

interns has increased

63% since 2016.

8-10 week training program

created in partnership with

the Bilingual Workforce

Development Program

through which local affiliates

prepare Latino candidates

seeking positions in the

financial services sector for

job placement.

4,000+ volunteer hours

HOLA contributed to local

Feeding America food

banks across the US.

25 June 2018Bank of America

By partnering with community organizations, Bank of America remains focused on not only creating a great place to work, but an environment where clients, employees and communities around the world can reach their goals and connect with each other. Some of Bank of America’s partnerships include:

Supporting Our Communities

in Times of Crisis

• HOLA provided assistance

in Hurricane impacted

areas including Florida

Puerto Rico and Texas.

• HOLA volunteers filled

80% of the Spanish

translation needs for the

Red Cross Family

Assistance Center after

the Las Vegas Shooting.

25 June 2018Bank of America 29

HOLA Enterprise Strategy

Mission: Focus on leveling Top 10 Latino markets, taking the HOLA brand to the next level internally and externally and link community engagement to business strategy.

The Plan:

3 Year Plan 3 Year Plan 3 Year Plan

• Deploy growth strategy for Top 10 markets: Year 1 focus on Top 3 Markets and tactical enhancements across Top 10 (org chart, HLLC engagement, sharing best practices)

• Common focus area for Community Engagement

• Consistent Hispanic Heritage Month Programming

• Internal Branding /Communications “HOLA Amigo” Campaign Enhanced HOLA visibility in

Flagscape

• Expand growth strategy to Top 10 Latino markets

• External communications/branding:Bank of America as a top employer for Latinos

• Strategy closely aligned to Market President and D&I goals

• Consistent strategy and programming across Top 10 Latino markets

• Enhance other chapters with growth potential

Year1

Year 2

Year3