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The GIE Summit will be a participant-driven, outcome-oriented gathering that will serve as a springboard for action and collaboration going forward. Research is being conducted in advance of the meeting in order to provide delegates with a briefing on the opportunities presented by for-benefit economic development, the barriers faced by these enterprises, and best practices for creating a supportive ecosystem for them. A team of expert facilitators and rapporteurs, innovative session designs, and interactive technology will support delegates in deepening their engagement in the impact economy and finding new opportunities for collaborative action.

This draft agenda will continue to be refined over the coming weeks with input from delegates and advisors.

THURSDAY, MAY 23, 2013

2:30  Registration

4:00  Opening Plenary

Welcome by GIE Summit Co-Chairs:

•  Kara Kubarych, Harvard College Class of 2013

•  Jen Porter, MBA Class of 2013, Harvard Business School

•  Bari Saltman, Harvard College Class of 2014

•  Robert Yoskowitz, JD Class of 2013, Harvard Law School

Welcome message from President Bill Clinton (letter)
Welcome message from Sir Richard Branson (video)

4:15  Interactive Discussion

Who is in the room? What can we achieve together?
Moderated by GIE Summit Lead Facilitator, Jason Jay, Lecturer, MIT Sloan School of Management; Director, MIT Sloan Initiative for Sustainable Business and Society

5:30  Break

6:00  Framing the Discussion: For-Benefit Economic Development

Part 1: Defining the Landscape - Heerad Sabeti, Co-Founder and Convening Trustee, Fourth Sector Network

Part 2: Organizational Perspective - Julie Battilana, Associate Professor of Business Administration, Harvard Business School

Part 3: Economics Perspective - David Colander, C.A. Johnson Distinguished Professor of Economics, Middlebury College

6:30  The Enterprise and Investment Perspective

A panel discussion to explore how the impact economy and for-benefit enterprises can contribute to the economic development, competitiveness and job creation agendas from a practical, on-the-ground perspective. How are for-benefits contributing solutions to specific economic, social and environmental challenges? How is operating a for-benefit enterprise different than running a traditional for-profit or nonprofit? What are the unique ecosystem challenges these organizations face? What opportunities do these enterprises present for investors seeking financial as well as social and environmental returns? What are the challenges in deploying capital to them? How do for-benefits impact government budgets at the federal, state and local levels? What are the growth opportunities for the sector?

•  Moderated by Adi Ignatius, Editor-in-Chief, Harvard Business Review


• Mike Brady - President, Greyston Bakery
• Audrey Choi - Head, Global Sustainable Finance, Morgan Stanley
• Jim Gibbons - President and CEO of Goodwill Industries International
• John Morrison - President, National Alliance of State Health CO-OPs
• Debra Schwartz - Director of Program-Related Investments, MacArthur Foundation

7:45 - 7:50 “Voices from Harvard”

Video presentation

8:00 - 9:00 Networking Reception

FRIDAY, MAY 24, 2013

8:00  Breakfast

9:00  The Political and Policy Perspective

A panel discussion to explore how the impact economy and for-benefit enterprises can contribute to the economic development, competitiveness and job creation agendas at the national and regional levels. What opportunities are presented by for-benefit enterprises in addressing key priorities like healthcare, education, energy, fiscal reform, foreign policy and others? What innovative policy approaches have been undertaken to support for-benefit enterprises and catalyze impact investing? How are they working? How can policymakers at the local, state and federal levels better leverage the potential of the fourth sector? What are the political obstacles and opportunities?

• Moderated by David Gergen, ​Professor of Public Service and Director of the Center for Public Leadership, Harvard Kennedy School; Senior Political Analyst, CNN


• Don Graves - Deputy Assistant Secretary of the Treasury for Small Business, Community Development and Housing Policy, and Former Executive Director of the President’s Council on Jobs and Competitiveness
• Representative Tom Forese - Member, Arizona House of Representatives
• Russ Sullivan - Former Staff Director, U.S. Senate Finance Committee
• Hon. David M. Walker - Founder and CEO of the Comeback America Initiative and former Comptroller General of the U.S.

10:15  Break

10:30  Strengthening Regional Ecosystems
Brief presentations followed by an interactive discussion focused on practical, on-the-ground perspectives, lessons learned, and best practices to stimulate, develop, implement, and sustain regional collaboration models for strengthening the ecosystem for for-benefit enterprises. What conditions need to be in place to determine regional interest and readiness? What stakeholders need to be at the table? Who initiates the collaboration? How are overlapping vital interests or common interests surfaced? What kind of capacity is required to bring key stakeholders together? How are these collaborations developed and designed?  How can they be sustained?

•  Moderated by Reggie Van Lee, Executive Vice President, Booz Allen Hamilton


• Matt Bogoshian, Senior Policy Counsel, U.S. EPA; E3 Lead
• Richard Fogelson, JD, Booz Allen Hamilton, Principal
• Christopher Gergen, CEO, Forward Impact
• Michelle Long, Executive Director, Business Alliance for Local Living Economies

12:00  Action Labs (working lunch)
Five concurrent interactive, deep-dive sessions, each focused from a different vantage point on what needs to be done to strengthen the for-benefit ecosystem. Experts in each Action Lab will analyze the sector from a given perspective, identify key challenges, high priority needs, and opportunities for action and collaboration.

1. Role of Capital Providers

  • Facilitated by David Wood, Adjunct Lecturer in Public Policy, Harvard Kennedy School of Government; Director, Initiative for Responsible Investment, Hauser Center for Nonprofit Organizations

2. Role of Government (Federal, State, Local)

  • Facilitated by Jason Jay, Lecturer, MIT Sloan School of Management; Director, MIT Sloan Initiative for Sustainable Business and Society​

3. Role of Support Organizations

  • Facilitated by Joseph B. Lassiter, Senator John Heinz Professor of Management Practice in Environmental Management, Harvard Business School

4. Role of Research

  • Facilitated by Julie Battilana, Associate Professor of Business Administration, Harvard Business School, and Matthew Lee, Doctoral Candidate, Harvard Business School

5. Role of Economic & Community Developers

  • Facilitated by Christopher Gergen, CEO, Forward Impact

2:00  Collaboration Workshop

Interactive session where delegates have an opportunity to weave together and build on the ideas initiated in the Action Labs and propose initiatives to each other, find potential collaborators and supporters, and spend time in groups to refine and develop their proposals into commitments to action. 

To enable high-potential collaborations and regional economic development initiatives that emerge from the Summit, $50,000 in seed grants will be provided on a competitive basis to strengthen coordination or planning for such efforts, thanks to the generous support of Deutsche Bank Americas Foundation, Living Cities, and Surdna Foundation.  These seed grants are intended to serve as a catalyst for action and collaboration, and in that spirit, we encourage other Summit delegates to consider making their own commitments to action and partnership during the closing plenary.

4:00  Closing Plenary
Recap of the Summit highlights, and announcement of seed grant awardees and other significant commitments to action by delegates.

4:30  Adjourn

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