From Purpose to Enterprise Value: An ACCP Summit
March 10-11, 2026
1:00 – 5:00 PM EDT each day
Interactive Online Program
Designed for CSR and social impact leaders, this two-day summit explores how to maximize both community outcomes and enterprise value by aligning initiatives with broader business goals. Participants will gain tools to evaluate and refine existing strategies, foster cross-functional alignment, and effectively communicate the business case for continued investment in social impact.
Agenda
Day 1
March 10th, 2026
Integration & Alignment
CSR leaders must be able to articulate how their strategies support business priorities, know when to pivot or sunset programs, and streamline operations to maximize resources. We’ll explore use cases and practical examples to assess business alignment, and opportunities to refine social impact strategies.
| 1:00 – 1:10 PM | Welcome Remarks | Andrea B, ACCP | ||
| 1:10 – 2:00 PM | Keynote & Q&A | Project ROI: The Business Case for CSR | In this opening session, Steve Rochlin, CEO of Impact ROI and lead author of the Project ROI Research Series, will present findings from the 2025 update of the landmark research on the business case for CSR. Drawing on the latest data, this session will explore how leading organizations are translating social investments into measurable business value, and how CSR leaders can more effectively articulate that value inside their companies. Participants will gain insights into: • How to build a persuasive, evidence-based narrative about the business benefits of CSR • What the research reveals about links between social impact, financial performance, and competitive advantage • Practical approaches for measuring and communicating ROI in ways that resonate with business leaders | Steve Rochlin, Impact ROI |
| 2:00 – 2:15 PM | Break | |||
| 2:15 – 3:15 PM | Presentation & Q&A | Reimagining Corporate Philanthropy for Business and Workforce Impact | This session explores the evolution of New York Life’s philanthropic strategy—from a traditional corporate foundation model to a mission-driven, business-aligned, purpose-led approach. It will examine what prompted major strategic shifts, including the need for clearer alignment with core business priorities, workforce engagement, and authentic brand reputation. The session will walk through how we approached sunsetting programs and exiting long-standing partnerships with care and transparency, including challenges, lessons learned, and what we would do differently. It will conclude with an overview of our current strategy and how philanthropic investments, employee engagement, and stakeholder priorities are integrated to drive measurable impact and business value. | Maria Collins, New York Life Foundation |
| 3:15 – 4:00 PM | Breakouts by Industry | Discuss current challenges and identify a portion of your strategy or program to examine greater alignment throughout the Summit. | ACCP’s Content & Learning team | |
| 4:00 – 4:10 PM | Break | |||
| 4:10 – 4:55 PM | Presentation & Fireside Chat | Strengthening Your Case Through Partnerships | Data may open the door, but alignment builds lasting support for social impact. We’ll explore how to move beyond statistics to truly connect your work to organizational priorities and leadership motivations. Participants will be introduced to a practical framework for building a tailored case grounded in internal engagement, relationship-building, and stakeholder alignment. This session will also include a fireside chat with Jessica Barbier, Director of Strategic Partnerships at Swire Coca-Cola, using real-world examples to highlight how stakeholder mapping, internal alignment, and strategic partnerships can strengthen customer relationships, employee engagement, and brand reputation while delivering meaningful social impact. | Christina Fagan, ACCP Jessica Barbier, Swire Coca-Cola |
| 4:55 – 5:00 PM | Day 2 Agenda Preview Day 1 Survey | Andrea B, ACCP | ||
Day 2
March 11th, 2026
From Strategy to Action
Day 2 focuses on designing CSR initiatives that strengthen company culture, advance enterprise-wide priorities, and engage employees as a force multiplier. We’ll explore how CSR can be integrated into core business functions through partnerships across HR, legal, policy, and sustainability to unlock greater business and social impact.
| 1:00 – 1:10 PM | Welcome Day 1 Reflections Day 2 Framing | |||
| 1:10 – 2:00 PM | Spark Sessions & Joint Q&A | When Strategy Shifts: Reflecting on CSR Pivots and Alignment | CSR strategies evolve as organizational priorities change. In this opening session, three presenters reflect on moments when their social impact work required a strategic shift or pivot to better align with the business. Through brief case examples, they’ll share what prompted the change, how they approached realignment, and what they learned in the process. A joint Q&A will invite participants to reflect on how these lessons might apply within their own organizations. | Julie Sibthorp, CHG Healthcare Foundation Rosita Najmi, Micron Jonet Johnson, Fannie Mae |
| 2:00 – 2:50 PM | Breakouts by Industry | Deeper dive into spark session topics that emerged. | ACCP’s Content & Learning Team | |
| 2:50 – 3:00 PM | Break | |||
| 3:00 – 3:45 PM | Panel Discussion & Q&A | Cross-Functional Collaboration in Action | Aligning CSR strategy to the business requires more than a strong mission. It demands deep collaboration across functions, a clear understanding of enterprise priorities, and the ability to articulate value in language that resonates internally. In this panel, leaders from Fidelity will share how they work across functions to build alignment and scale impact that delivers value for employees, customers, and communities alike. | Fidelity Investments Panel: Teresa Pelletier Kinsey Konack Kelly Lannan |
| 3:45 – 4:45 PM | Workshop & Q&A | Open Innovation: A Tool to Drive Business and Social Impact | Today’s CSR leaders face a dual challenge: delivering impactful CSR initiatives, while aligning closely with core business priorities amid economic uncertainty. At the same time, rapid innovation—through artificial intelligence, new business models, and emerging technologies—continues to reshape how companies create value. Cait Brumme, CEO of MassChallenge, will introduce open innovation as a strategic approach for addressing complex business and social challenges through collaboration beyond organizational boundaries. Attendees will explore how open innovation models, when paired with clear goals and the right partners, can drive both commercial performance and meaningful social impact. Through practical examples from leading companies, participants will gain actionable methods for leveraging external partnerships, startup ecosystems, and cross-sector collaboration to strengthen alignment, accelerate innovation, and maximize both business value and societal contribution. | Cait Brumme, MassChallenge |
| 4:45 – 5:00 PM | Closing ACCP Announcements & Summit Survey | Andrea Bell, ACCP Ashley Johnson, ACCP |
SPEAKERS
Jessica Barbier
Swire Coca-Cola
BIO
Jessica Barbier is a passionate and results-driven corporate social responsibility (CSR) leader with over 17 years of experience in designing and scaling purpose-driven strategies across Fortune 500 companies and nonprofit organizations. Currently serving as Director of Strategic Partnerships on Swire Coca-Cola’s Senior Leadership Team, Jessica leads enterprise-wide initiatives that align business objectives with community investment, stakeholder engagement, and brand reputation.
Her career spans impactful roles at The Coca-Cola Company, Cox Automotive, and Cox Communications, where she has built award-winning programs in cause marketing, DEI, corporate philanthropy, and employee engagement. Jessica has successfully integrated CSR strategies into newly acquired businesses, led national nonprofit partnerships, and driven measurable increases in employee volunteerism and giving.
A Certified Diversity Professional and graduate of San Diego State University (B.A., Communications) and Brandman University (M.A., Organizational Leadership), Jessica is known for her ability to inspire cross-functional teams, cultivate strategic partnerships, and deliver thought leadership across industries. She has served as a spokesperson, panelist, and mentor, and is deeply committed to empowering women in the workplace and advancing inclusive leadership.
Jessica brings a unique blend of strategic insight, operational excellence, and heartfelt purpose to every initiative she leads.
Cait Brumme
MassChallenge
BIO
Caitlin Reimers Brumme is the Chief Executive Officer of MassChallenge. Prior to stepping into the role of CEO, Cait Brumme was the Executive Vice President of Global Acceleration where she oversaw MassChallenge’s portfolio of accelerator programs and community efforts. Prior to MassChallenge, Caitlin led the Impact Collaboratory at the Harvard Business School, a multi-faceted effort to develop world class academic leadership on the topic of “Investing in the 21st Century” including sustainable, ESG, and impact investing. Caitlin holds an MBA with high distinction from Harvard Business School, where she was a Baker Scholar, and a B.A. with honors from The Woodrow Wilson School of Public and international Affairs at Princeton University. Outside of work, Cait is Chair of the Board of Excel Academy Boston and on the Advisory Board for the Isabella Stuart Gardner Museum.
Maria Collins
New York Life Insurance Company
BIO
Leading philanthropic, communications and engagement strategy. She joined New York Life in 2000 and advanced through roles including Director and Corporate Vice President, helping create the award-winning Volunteers for Good and shape the Foundation’s philanthropic investment and workforce engagement strategy. For more than a decade, Maria has led childhood bereavement support strategy—designing purpose-aligned programs that embed grief-informed support across business areas and alignment with workforce engagement, and business priorities. Lead the founding of the Coalition to Support Grieving Students and architected the Grief-Sensitive Schools Initiative® and Grief-Supportive Workplace Initiative. Leading impactful initiatives including the Childhood Bereavement Estimation Model (Judi’s House), the Grief-Sensitive Healthcare Project (Yale), and the Kai’s Journey book series. Maria holds an MSW from NYU and a BA from Fordham.
Jonet Johnson
Fannie Mae
BIO
Identifying one word to describe Jonét Johnson is simple: advocate. She is a champion supporter of her family, friends, and diverse community. Her servant leadership in each of these areas fulfills one purpose: to positively impact the lives of others. Having navigated the challenges of being one of the few women of color in male-dominated industries, both in finance and in her earlier career in defense contracting, Jonét is deeply committed to fostering a supportive, inclusive environment where people of all backgrounds feel welcome and empowered.
Jonét is a Senior Associate in Community Investment & Engagement at Fannie Mae where she manages the company’s matching gift program and skills-based volunteer portfolio. Her work allows her to champion community-focused programming that supports organizations working with vulnerable communities while advancing Fannie’s Mae’s mission of equitable and sustainable access to housing. Prior to Fannie Mae, Jonet served as an assistant vice president of Associate Experience + Corporate Social Responsibility with the global investment firm T. Rowe Price in Baltimore, MD.
Jonet earned an undergraduate degree at Old Dominion University and holds a M.A. in Organizational Sciences from The George Washington University. With a passion for the next generation, she is dedicated to the inescapable role of service and proudly volunteers with local nonprofits in the DC and Baltimore metropolitan areas.
Kinsey Kornack
Fidelity Investments
BIO
Kinsey Kornack is the VP of Analytics, Operations, and Business Development on the Enterprise Relationship Management team. In this role, Kinsey works across ERM’s six sectors to create operational efficiencies, provide in depth client analytics, and manage both U.S and India teams of analysts. Prior to rejoining the Enterprise Relationships Management team, Kinsey held a variety of roles across Fidelity’s businesses including Fidelity Capital Markets, Fidelity Clearing & Custody Solutions, Fidelity Institutional, and most recently Asset Management. As VP of Strategic Business Initiatives, Kinsey worked on Asset Management’s largest initiatives, supporting the development of our Alternatives offering, launching Active ETFs, and evaluating FMR’s trade allocation policies. Kinsey started at Fidelity in 2012, in the Enterprise Relationships Management team as an Analyst. Kinsey received her BA in Public Policy from Hobart & William Smith Colleges, where she played Varsity Squash for all four years; she also has a Master’s in Business Administration from the Darden School of Business at the University of Virginia. Kinsey lives in Wellesley, MA with her husband and three children.
Kelly Lannan
Fidelity Investments
BIO
Prior to leading Fidelity’s Flagship Congress Street Investor Center, Kelly served as SVP, Emerging Customers and Products. In her role, Kelly was responsible for driving Fidelity’s efforts to meet the unique and diverse needs of the next generation of customers and educating and inspiring them to get more engaged with their finances. Kelly started at Fidelity in 2013 as part of the General Management Ap-prentice (GMA) Program—a corporate-wide, two-year rotational program designed to devel-op high-potential talent by providing the leadership training and business challenges that can propel apprentices into leadership roles within the company. Kelly received a Bachelor of Arts degree in history and political science from Union College, where she was also a two-year captain of the women’s division-one ice hockey team. She also has a Master of Business Administration degree from the F.W. Olin Graduate School of Business at Babson College. Kelly lives in Boston with her husband Brendan, their two young daughters, and their favorite child, Dolores, a 100-pound Bernese Mountain dog.
Rosita Najmi
Micron Technology Foundation
BIO
Rosita Najmi is a development finance leader and driver of global social, environmental, and economic development innovations and outcomes since 2001 and across 30 countries. Rosita began her career as a social entrepreneur and co-founded a public health international NGO in West Africa. She has gone on to be a digitally fluent global executive and intrapreneur in the corporate world (Micron, PayPal and UPS), philanthropy (Gates Foundation and Omidyar Network), international development (World Bank), and civil society (Mercy Corps, Accion, and America’s Promise).
She brings topical expertise in digital financial inclusion and economic empowerment, gender equality, and climate adaptation and resilience. Her track record includes leading strategy, impact measurement, grantmaking, data and tech for good, impact investing, ESG, humanitarian response, CSR, market-based approaches, policy advocacy, learning, knowledge management, and field building. She has advised and led multi-stakeholder collaborations with governments, the private sector, civil society, and multilateral organizations, including the G7 and G20.
She is a champion of collective action and has co-founded and led several ground-breaking global partnerships, coalitions, networks, and alliances, including FinEquity, Climate Innovation for Adaptation and Resilience Alliance (CIFAR), Data2X Women’s Financial Inclusion Data Partnership, among others.
Rosita earned an MBA from Harvard Business School and BA in Economics, French, and Politics from Wake Forest University. Her TED talk on multilingual leadership has been translated in 13 languages. She is a Life Member of the Council on Foreign Relations and is based in Washington, D.C.
Teresa Pelletier
Fidelity Investments
BIO
Teresa Pelletier has more than 20 years of experience in the corporate impact field. She is currently the vice president of Community Relations for Fidelity Investments, leading a team focused on community engagement and employee volunteerism across the U.S.
In previous roles during her 13 years at Fidelity, she led efforts to increase financial literacy for young people in under-resourced communities through partnerships with leading nonprofit organizations. She is a member of the Boston College Center for Corporate Citizenship, the Association of Corporate Citizenship Professionals and the Points of Light Corporate Service Council.
Prior to joining Fidelity, she worked in print media, both as a local reporter and later in community relations and educational programming for the media company. Teresa has a degree in journalism from the University of Illinois.
She is graduate of LeadBoston, a program to elevate inclusive leadership by equipping professionals with the knowledge, skills, and network to propel their leadership, and their organization’s success, forward.
She lives in the greater Boston area with her husband, Jeff, and two school-age daughters, Lily and Sadie.
Steve Rochlin
Impact ROI
BIO
For over 25 years Steve has been a pioneer, leading voice, and advisor in Sustainability and Social Impact. Steve has helped leading global companies design and apply Sustainability Strategies built to achieve superior financial, environmental, and social performance. Steve is Founder and CEO of IMPACT ROI, LLC which helps organizations achieve superior social, environmental, and financial performance. Through research and management consulting, IMPACT ROI assesses the value of sustainability and ESG (environmental, social, and governance) and enables our clients to design high impact strategies that support people, planet, and profit. As the lead author of the acclaimed Project ROI research series (described by Forbes as “a Godsend”) and co-author of the landmark Report “How to Set Sustainability Strategy in 2025: Thriving in an Era of Impact and Backlash,” Steve has developed the pathway for companies to deliver sustainable impact that is also profitable.
Steve has over 25 years of experience in sustainability, ESG, corporate responsibility, diversity, equity, and inclusion (DEI), and social impact. He has advised leading companies across a wide variety of industry sectors on how to improve sustainability performance in a way that drives competitive success. He was co-founder and CEO of IMPACT ROI’s precursor, IO Sustainability. For AccountAbility Steve served as the Head of North America, Director of Global Advisory Services and a member of the Board of Directors. For the Boston College Center for Corporate Citizenship Steve served as the Head of Research and Development. Under his leadership his organizations demonstrated growth in revenues, reputation, and international presence.
Steve is co-author of two books: Beyond Good Company: Next Generation Corporate Citizenship and Untapped: Creating Value in Underserved Markets. He is a Governance and Sustainability (GS) Center Fellow of the GS Center of The Conference Board; an Expert Contributor for Trellis (formerly GreenBiz); and has been a Senior Fellow for the US Chamber of Commerce Foundation’s Corporate Citizenship Center and a Senior Fellow in Social Innovation for Babson College. Steve obtained his MPP from the Harvard University Kennedy School of Government and his A.B. from Brown University.
Julie Sibthorp
CHG Healthcare Foundation
BIO
Julie Sibthorp is the President of the CHG Healthcare Foundation and Senior Director of People & Culture at CHG Healthcare. Having spent the past 19 years at CHG, she leads the company’s community impact, charitable giving, and corporate social responsibility strategy.
Over the past six years, Julie has guided the evolution of CHG’s CSR approach and Foundation strategy from a well-intentioned employee volunteer program into a more strategically aligned, business-informed social impact organization. Her work has included navigating moments when community impact and foundation priorities needed to shift—whether due to changes in business strategy, growth, governance, or scale—and helping leaders realign efforts in ways that strengthened both mission and organizational outcomes.
Julie brings a practitioner’s perspective on what it truly looks like to pause, reassess, and pivot CSR strategy while staying grounded in purpose. She believes deeply in the power of showing up for one another—especially in times of need—and in designing social impact strategies that evolve alongside the business without losing their heart.
Outside of work, Julie is an avid traveler (48+ countries and counting) who enjoys learning from different cultures and perspectives. She also finds joy in outdoor adventures with her husband and three adult children—hiking, climbing, kayaking, and camping—especially in Utah, where nature is never far away.
Who Should Attend
- CSR practitioners seeking more substantial strategic alignment
- CSR practitioners navigating limited resources and rising expectations
- CSR practitioners responsible for communicating value and securing investment/buy-in
- Cross-functional collaborators driving enterprise-wide integration of CSR strategies
Tuition
- ACCP Members: $450
- Non-ACCP Members: $650