Vanguard Case Study Community evolution From good intentions

1. Have you gone through or are you currently going through a transformation in

1. Based on today’s session, I think that my company is: How to access

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Vanguard Case Study: Community evolution: From good intentions to strategic alignment Check in code 2643

Vanguard Case Study: Community evolution: From good intentions to strategic alignment Moderators: Kyra Scalea, Manager Community Stewardship, Vanguard and Carra Cote-Ackah, Executive Director, Community Stewardship, Vanguard Matt Baker, Program Manager, Corporate Responsibility, Vanguard Jessica Davis, Senior Manager, Brand Strategy, Vanguard Donald Giannella, Project Coordinator, Senior Associate, Vanguard Kelly Jackson, Client Experience Journey Owner, Vanguard Ashley Johnston, Associate Program Officer, Vanguard Rashanda Perryman, Program Officer, Vanguard Jimmy Taylor, Financial Advisor Manager, Vanguard

1. Have you gone through or are you currently going through a transformation in your community impact programs (Giving partner, focus area, staff changes)? • • 2. Yes or No See the map on page 2 of the handout. Which part of the common corporate path are you most interested in talking about today? Choose One: • • • Philanthropy and citizenship offerings Community investment Community affairs Sustainability Catalytic transformation How to access the poll: Ø Open the BCConf 19 app on your mobile device. Ø In the menu, navigate to Agenda. Ø Open this breakout session, under today’s date. Ø Scroll down to find the poll beneath the speakers. Ø VANGUARD FIRST POLL

1. Based on today’s session, I think that my company is: How to access the poll: • Leading • Emerging • Building • Learning Ø Open the BCConf 19 app on your mobile device. Ø In the menu, navigate to Agenda. Ø Open this breakout session, under today’s date. Ø Scroll down to find the poll beneath the speakers. Ø VANGUARD SECOND POLL