Is the most valuable perspective the one you

Is the most valuable perspective the one you don’t have? Implementing and Leveraging Self ID Out and Equal Workplace Summit October 2017

Agenda ► ► ► About us About self-identification (self-ID) EY’s self-ID journey Bank of America’s self-ID journey Discussion/Q&A Wrap-up Page 1 Is the most valuable perspective the one you don’t have?

About us Presenters Chris Crespo Bryan Keirn Wil Lewis EY EY Bank of America Inclusiveness Director PAS – People Advisory Services - Manager Global Diversity & Inclusion, Senior Vice President NE Unity Leadership and Americas Steering Committee Diversity & Inclusion Executive LGBT+ Inclusion Strategy Leader Page 2 Is the most valuable perspective the one you don’t have?

The power of good employee data External organizations rated highly for Diversity and Inclusiveness (D&I) report more effective teaming, higher retention and greater success in the market. At EY, employee engagement, driven in part by our people feeling they can be themselves at work, has a strong relationship with better business performance. Page 3 Is the most valuable perspective the one you don’t have?

Self-ID - It’s a process… ► ► Employee resource group surveys All-staff employee attitude/satisfaction surveys ► Recruitment - job application ► HR system - Self-ID Page 4 Monitor Action Reflect Is the most valuable perspective the one you don’t have?

Focus - HR System Self-ID ► Visible sign that we want to understand the makeup of our people and that sexual orientation and gender identity is an important element Analysis of workforce: ► Representation throughout population and at different grades ► New joiners ► Promotion rates ► Leavers ► Performance review rating distribution Page 5 Is the most valuable perspective the one you don’t have?

EY Who we are ► Global professional services organization which is grounded in a value system that embraces diversity and celebrates inclusiveness ► 247, 570 people in more than 700 offices in 150+ countries ► Building a better working world for our people, our clients and our communities ► Beth Brooke, Orlan Boston and Liz Bingham (EY leaders), named in a Top 50 list of inspiring LGBT business leaders by OUTstanding in Business ► Unity is our LGBT+ global network with more than 4, 400 members and 70 chapters globally ► EY co-sponsored research from the Center for Talent Innovation, Out in the World: Securing LGBT Rights in the Global Marketplace Page 6 Is the most valuable perspective the one you don’t have?

Implement, anticipating the challenges ► Research legal, leading practices and regional differences ► Engage, consult and obtain buy-in by all ► Identify the benefit to individuals and safety they need ► Communicate clearly – what will happen with the data ► Understand that it takes time and ongoing investment ► Encompass multiple diversity dimensions where possible ► Know what you want to do with the information collected so you can ask the right questions Page 7 Is the most valuable perspective the one you don’t have?

EY US questions Sexual orientation/diversity ► With what sexual orientation/diversity do you identify? ► ► ► Lesbian, gay, bisexual, or queer Heterosexual/straight Prefer not to answer Gender identity/expression ► Do you identify as or have you ever identified as gender queer, transgender or a gender other than the gender to which you were assigned at birth? ► ► ► Page 8 Yes No Prefer not to answer Is the most valuable perspective the one you don’t have?

The biggest challenge: encouraging self-ID ► ► Ask new hires as part of the induction/orientation process Use LGBT+ events and activities: ► ► When communicating about: ► ► ► International Day Against Homophobia, Transphobia and Biphobia Pride Employee Resource Group (ERG) activities such as lunch and learns LGBT+ or wider D&I, e. g. conference applications Compensation statements Get allies involved in understanding self-ID can apply to everyone General surveying of employee information Never underestimate the element of competition ► Page 9 Challenge your service lines or business units to see which teams can achieve the highest levels of self-ID declaration over 12 months. Is the most valuable perspective the one you don’t have?

EY in USA I Count √ I count Page 10 ► Allowed for personalization of message within employee network ► Created a personalization to the inclusion efforts that worked across D&I groups as well as allies Is the most valuable perspective the one you don’t have?

EY in UK and Ireland Share what makes you, you Page 11 Is the most valuable perspective the one you don’t have?

Sexual orientation self-ID declaration rate ► It can be slow going and needs a high degree of trust, openness and communication as to why the firm is asking for this information. Sexual orientation (EY in the UK) 40% 35% 30% 25% 20% ► Even with that in place, it needs continued investment due to attrition and new joiners. 15% 10% 5% 0% 2009 2010 2011 2012 2013 Declaration rate Page 12 Is the most valuable perspective the one you don’t have? 2014 2015 2017

It could be a different journey for different locations from EY in the UK, Ireland, USA and Canada ► UK adds sexual orientation Self-ID question on people survey 2007 Page 13 2008 ► UK adds sexual orientation Self-ID question on HR system ► Ireland adds sexual orientation Self-ID question on people survey 2009 ► Canada introduces diversity census questionnaire ► USA adds LGBT Self -ID question to people survey ► Ireland adds sexual orientation Self-ID question on HR system 2014 2013 ► Expand to Americas, break out SO and GI Self-ID questions, and add question on being ‘out’ in the workplace to people survey ► ► UK and Ireland add gender identity Self. ID question on HR system and people survey ► UK and Ireland also add a question on being ‘out’ as LGBT in the workplace to people survey 2015 USA adds sexual orientation and gender identity Self. ID questions to HR system Is the most valuable perspective the one you don’t have? Examples

Why wait for inspiration to strike when you can create the spark? Through a self ID process you are creating an inclusive and supportive community within your work space

Bank of America’s journey Page 15 Is the most valuable perspective the one you don’t have?

An evolving framework for an annual self-ID campaign 2016 campaign: Who you are matters to us 2017 campaign: Count me in! What’s new this year: ü Campaign launch video ü Flagscape article series ü Inclusion Ambassadors ü Phased launch to build anticipation, capture attention and call to action ü Increased visibility with more engagement activities ü Workday and HR Connect announcements ü Re-enforcement in town hall and my. D&I broadcasts ü Additional messaging from LOB communications, Employee Networks ü Integration with EOY activities 16

2017 Count Me In! Self-ID Initiative – Inclusion Ambassadors In November, we will launch our 2017 Inclusion communications, followed by Count Me In! Self-ID communications. We want to reinforce that inclusion matters at Bank of America and ensure that all employees know that who they are “counts”. WHO: § Employees from across all levels of the organization who have a passion for D&I and are willing to share their stories with colleagues OBJECTIVES: • They will help us capture the hearts and minds of all teammates, and bring to life inclusion and Count Me In initiativie • They will be a voice for inclusion - why it matters; with personal interaction - help increase employee comfort level with disclosing personal information COMMITMENT: • Ambassadors should anticipate 2 -3 hours per week – depending on size of the market (attending LOB leadership, market meetings, cascading enterprise messaging, working horizontally across the markets BACCV, ENs) WHAT WE NEED FROM YOU: NOMINATE INCLUSION AMBASSSADORS • We are asking Senior Leaders, D&I Councils, all EN Chapter Leads & Enterprise Chairs to submit nominations for Inclusion Ambassadors via a survey process Inclusion Ambassador Timeline SEPT. 2017 Nominations for Inclusion Ambassador – due by 9/22 § Inclusion Ambassadors Notification – by 9/29 § 17 OCT. 2017 Inclusion Ambassador training – week of 10/2 § Introduce Inclusion Ambassdors to the markets; request support & engagment in casading messaging § DEC. 2017 NOV. 2017 • Call to action - Inclusion Ambassadors engagement with LOB partners EN & BACCV leaders – promote and cascade messaging • Call to Action – Inclusion Ambassadors work horizontally across the markets actively promoting Count Me In! – why it matters

Is the most valuable perspective the one you don’t have? Implementing and Leveraging Self ID Out and Equal Workplace Summit October 2017

Check out all our workshops (in person or online) Workshop title Session Presenting Implementing and leveraging Self-ID 1 EY and Bank of America An Intimate Conversation with Women of Color leading LGBTQ Strategies 1 AT&T w EY panelist Moving from Ally to Advocacy 2 EY, Bank of America and S&P Intersectionality: Corporate Community Collaborations with LGBT Asian Americans / South Asians 2 Booz Allen Hamilton, National Queer Asian Pacific Islander Alliance, EY Making a difference with purpose - EY teaming with The Trevor Project 3 EY and The Trevor Project Making it real globally - practical and proven steps in various local geographies 3 EY and Symantec Recruiting empowerment - advancing LGBT+ recruiting through internal and external networks 4 EY Transition in progress 2. 0 4 EY Supporting LGBT+ families in the workplace 4 EY Page 19 Is the most valuable perspective the one you don’t have?

Connect with us ► ► ► chris. crespo@ey. com bryan. keirn@ey. com wil. lewis@bankofamerica. com Twitter: @EY_Careers. US Page 20 For more on: Diversity and inclusiveness at EY: ey. com/differencesmatter LGBT+ resource: Making it real – globally Search on ey. com Careers Explore EY: exceptional. EY. com See what life at EY is really like Is the most valuable perspective the one you don’t have?

Thank you for joining us Page 21 Is the most valuable perspective the one you don’t have?

EY | Assurance | Tax | Transactions | Advisory About EY EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey. com. Ernst & Young LLP is a client-serving member firm of Ernst & Young Global Limited operating in the US. © 2017 Ernst & Young LLP. All Rights Reserved. 1708 -2378511 ED None This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax or other professional advice. Please refer to your advisors for specific advice. ey. com