IMPACT REPORT
2015
TABLE OF CONTENTS Message from Our CEO............................. 5 Impact by the Numbers............................. 6 CSR Company of the Week..................... 11 Trustmark..................................................12 Allianz Life Insurance Company of North America..............................................13 Webster Bank...........................................14 People’s United Bank...............................15 BB&T Corporation.....................................16 Unum.........................................................17 LPL Financial............................................18 Webster Bank...........................................19 MUFG Union Bank, N.A............................20 Popular, Inc...............................................21 State Farm Bank®.....................................22 TD Bank.....................................................23 Capital One Financial Corporation..........24 Assurant, Inc.............................................25 KeyBank....................................................26 Fulton Financial Corporation...................27 First Niagara.............................................28 The PrivateBank.......................................29 Regions.....................................................30 IBERIABANK..............................................31 Bank of the West......................................32 John Deere Financial................................33 Fulton Financial Corporation...................34 Caterpillar Financial Services Corporation............................................35 KeyBank....................................................36 Comerica Incorporated............................37 CIT Group, Inc...........................................38 People’s United Bank...............................39
Unum.........................................................40 Caterpillar Financial Services Corporation............................................41 Webster Bank...........................................42 MUFG Union Bank, N.A............................43 BB&T Corporation.................................... 44 Toyota Financial Services.........................45 Capital One Financial Corporation..........46 BBVA Compass.........................................47 Assurant, Inc.............................................48 TSYS..........................................................49 State Farm Bank®.....................................50 Wells Fargo & Company...........................51 Jump$tart Coalition®................................52 KeyBank....................................................53 Northern Trust Corporation......................54 Western & Southern Financial Group.....55 Regions.....................................................56 Bank of the West......................................57 SunTrust Banks, Inc.................................58 Wells Fargo & Company...........................59 Synovus.....................................................60 State Farm Bank®.....................................61 Fulton Financial Corporation...................62 The Society for Financial Education & Professional Development, Inc.............63 LPL Financial........................................... 64 TSYS..........................................................65 Webster Bank...........................................66 TD Bank.....................................................67 Northern Trust Corporation......................68 BB&T Corporation.....................................69 Capital One Financial Corporation..........70 MUFG Union Bank, N.A............................71 People’s United Bank...............................72 Santander Bank, N.A................................73
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TABLE OF CONTENTS CONTINUED Fifth Third Bank........................................74 Caterpillar Financial Services Corporation............................................75 SunTrust Banks, Inc.................................76 Barclays.....................................................77 Popular, Inc...............................................78 TD Bank.....................................................79 Synovus.....................................................80 Unum.........................................................81 BMO Financial Corp..................................82 BBVA Compass.........................................83 Northern Trust Corporation..................... 84 Barclays.....................................................85 Comerica Incorporated............................86 Fifth Third Bank........................................87 TSYS..........................................................88 BBVA Compass.........................................89 Santander Bank, N.A................................90 Bank of Hawaii..........................................91 Assurant, Inc.............................................92 Synovus.....................................................93 Northern Trust Corporation......................94 Regions.....................................................95 BMO Financial Corp..................................96 TD Bank.....................................................97 SunTrust Banks, Inc.................................98 Working in Support of Education ...........99 Lincoln Financial Group........................ 100 Associated Bank.................................... 101 Ameriprise Financial.............................. 102 Wells Fargo & Company........................ 103 BB&T Corporation.................................. 104 The Women’s Institute for a Secure Retirement.......................................... 105
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Capital One Financial Corporation....... 106 SER—Jobs For Progress National, Inc...107 Bank of the West................................... 108 People’s United Bank............................ 109 TSYS....................................................... 110 Trustmark............................................... 111 State Farm Bank®.................................. 112 Santander Bank, N.A............................. 113 The PrivateBank.................................... 114 LPL Financial......................................... 115 Assurant, Inc.......................................... 116 SunTrust Banks, Inc...............................117 MUFG Union Bank, N.A......................... 118 BBVA Compass...................................... 119 KeyBank................................................. 120 Fifth Third Bank..................................... 121 Discover................................................. 122 Wells Fargo & Company........................ 123
Video Company of the Week................. 124 CSR National Sponsors......................... 126 Financial Literacy Focus....................... 131 CSR National Non-Profit Partners.......... 133 CSR 114th Honorary Congressional Host Committee.......... 135 Corporate Social Responsibility Leadership Award ............................. 139
MESSAGE FROM OUR CEO
The financial services industry gave back to communities in a big way during 2015. Thank you for all you did to support our Corporate Social Responsibility efforts. FSR member companies raised and contributed more than $764 million to charities and non-profit organizations last year. Over 662,000 corporate social responsibility projects were completed, and those projects involved volunteer efforts by more than 1.1 million member company employees and more than 7.7 million volunteer hours. This 2015 Corporate Social Responsibility Impact Report showcases our member companies’ efforts to help their local communities and demonstrates the positive impact the financial services industry is making. Events and programs supporting recycling, feeding the hungry, housing the homeless and park revitalization are just a few examples of the great work by our member companies to serve their communities. Our focus on financial literacy efforts continued in 2015 as we launched a financial literacy initiative with the Consumer Financial Protection Bureau, showcasing our members’ programs. Over 44,000 financial literacy projects were completed through the efforts of member company volunteers. Thanks again, and let’s make 2016 another successful year for community service!
Tim Pawlenty CEO and President Financial Services Roundtable
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IMPACT BY THE NUMBERS
Impact by the Numbers • Employees of Allianz Life Insurance Company of North America donated toys, 24,000 pounds of food, clothing and $114,000 to local non-profits. • 50 Webster Bank employees taught the JA in a Day curriculum to more than 600 students in kindergarten through fifth grade. • More than 10,000 volunteers from Ameriprise Financial worked in food kitchens and food banks to feed families. • Associated Bank and Brewers Community Foundation donated $100,000 to Housing Resources, Inc. • Assurant, Inc. employees donated and fundraised more than $730,000, which was matched by The Assurant Foundation. • People’s United Bank awarded more than $100,000 in grants to Habitat for Humanity and volunteered for 15 home builds. • Bank of the West awarded $200,000 at the sixth annual Philanthropy Awards.
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• Synovus gave $132,000 in scholarships to 104 students. • Wells Fargo & Company employees donated more than $98 million to non-profits and volunteered 300,000 hours. • During Barclays’ Make a Difference campaign, thousands of employees volunteered with young people worldwide. • Over 6 years, BB&T Corporation’s Lighthouse Project has completed more than 7,700 local projects, totaling more than 385,000 hours. • BBVA Compass donated $1 million to build the BBVA Compass Lending and Learning Center in San Antonio. • JP Morgan Chase invested $40 million in funds focused on financial capability in emerging markets. Combined, these investments have provided financial products to over 52 million low-income individuals. • Caterpillar Financial Services Corporation employees raised more than $674,000 for the United Way Campaign.
• Capital One Financial Corporation launched Future Edge in March, which will give $150 million in community grants and initiatives to empower Americans to succeed in the digitally driven economy. • Comerica Incorporated destroyed and recycled 459,300 pounds of sensitive paper documents, and raised more than 11,200 pounds of food and $16,684 in cash donations for the North Texas Food Bank. • TSYS employees raised $1.7 million for the United Way Campaign. • 200 Discover employees volunteered to build a 3,400-square-foot playground that will serve 2,000 students in Chicago. • 300 Fifth Third Bank volunteers taught savings lessons to more than 4,500 students. • 4,000 students were taught financial literacy by more than 130 IBERIABANK employees. • JPMorgan Chase donated more than $200 million in philanthropic contributions worldwide and across the U.S.
• 500 Bank of the West volunteers hosted financial education classes, reaching more than 5,000 students. • 1,100 volunteers from TD Bank planted 1,300 trees and donated $20,000 to low- to moderate-income neighborhoods. • BBVA Compass’ Project Blue Elf delivered toys and financial education to more than 5,000 students in low- to moderate-income areas. • KeyBank donated $500,000 to the Boys & Girls Club in Washington and Oregon to launch YouthForce, a workforce development program for underserved teens. • Assurant, Inc. employees raised $75,000 for Wounded Warriors Family Support. • MUFG Union Bank, N.A. employees donated more than 2,600 hours of service, including financial empowerment programs, school supply drives, park cleanups and school revitalization projects.
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• Northern Trust Corporation opened 10 Little Free Libraries and collected more than 1,000 books to support children in underserved neighborhoods. • People’s United Bank awarded $100,000 to DonorsChoose.org, benefiting more than 400 classrooms and 25,000 students. • 1,700 Wells Fargo & Company volunteers delivered more than 2,200 financial literacy lessons to 84,000 individuals. • SunTrust Banks, Inc. donated 6 homes to veterans throughout its footprint. • Popular, Inc. awarded 100 students the Rafael Carrión Jr. Excellence Award and gave 215 scholarships. • Regions partnered with 4 organizations, rebuilt a branch with a new HOPE Inside facility, and supported 3 organizations to increase efforts to serve communities in Ferguson, Mo. • Santander Bank, N.A. built homes for 5 families in north Philadelphia.
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• State Farm Bank employees collected school supplies and backpacks for 430 students. • During SunTrust Banks, Inc.’s Week of Purpose, employees raised more than $6 million for United Way programs and participated in several projects. • TD Bank has taught more than 1 million students in the past 20 years. • More than 400 volunteers from The PrivateBank visited 23 schools to teach lessons in financial literacy to 4,000 students. • Toyota Financial Services donated $1 million in scholarships to 100 students through its Making Life Easier program. • Trustmark donated $125,000 to non-profit organizations in 5 states. • 2,000 BBVA Compass volunteers gave 10,000 hours to the second annual Week of Service initiative.
• TSYS donated $25,000 to Phenix City Schools so that middle school students can learn to write code. • More than 6,200 KeyBank employees participated in the “Neighbors Day,” completing more than 700 projects, including landscaping, cleaning and sorting clothes for needy children. • Unum employees collected and donated 32,000 pounds of food, providing 560,000 meals to the hungry. • Webster Bank employees raised $1.37 million for the United Way Campaign. • SunTrust Banks, Inc. joined Shine Bright Kids to teach 4,500 students the importance of making good financial decisions.
• JPMorgan Chase committed $45 million to over 300 non-profit partners to help more than 1 million low-income individuals improve their financial health. • Wells Fargo & Company awarded 224 U.S. volunteers a total of $528,000 in grants for the NGO or school where they volunteer. • 168 Caterpillar Financial Services Corporation employees, friends and family members participated in marathons, raising $25,935 for St. Jude Children’s Research Hospital. • KeyBank provided $16.3 million in financing for affordable housing for lowincome families. • TD Bank launched a webinar series on financial education that benefited more than 1,600 employees.
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COMPANY OF THE WEEK
CSR Company of the Week Each “Company of the Week� is an example of what Financial Service Roundtable member companies do every day. The financial services industry provides extraordinary services to communities throughout America. Employees of FSR member companies volunteer during the year for financial literacy, neighborhood improvement, fundraising, health care, child services and much more. Every FSR member company dedicates time to corporate social responsibility in the communities they serve.
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COMPANY OF THE WEEK
TRUSTMARK Trustmark Awards $125,000 to Community Organizations, Celebrates 125 Years of Service With Giving Initiative
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rustmark celebrated its 125th anniversary on Nov. 14, 2014, with a 125 Years of Service With Giving initiative on Facebook. The initiative donated $125,000, with $25,000 distributed among the five states in Trustmark’s footprint: Alabama, Florida, Mississippi, Tennessee and Texas. Three local non-profit organizations in each market shared in the $25,000. “Supporting our communities has been a corporate philosophy for Trustmark since our company’s inception in 1889,” said CEO Jerry Host. The public helped determine how much these selected non-profit organizations received by “liking” the organizaTrustmark associates in the Alabama market present a donation of $15,000 to the Children’s Harbor in recognition of Trustmark’s 125th tion of their choice on Facebook. anniversary. The organization with the most “likes” in each state received $15,000. The organization with the second-most “likes” received $7,500 and that with the third-most “likes” received $2,500.
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CONGRATULATIONS Trustmark!
COMPANY OF THE WEEK
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA Allianz Life Employees Help Local Charities by Donating $114,000, Toys and 24 Tons of Groceries and Clothes
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llianz Life Insurance Company of North America employees loaded more than 500 boxes of food and clothing they donated onto waiting trucks destined for local non-profits. Allianz Life’s Spirit of Giving campaign inspired employees to donate books, bikes, new toys and more than 24,000 pounds of food and gently used clothing to be distributed to local non-profits. Employees also raised more Allianz Life President and CEO Walter White (center, in blue) presents a check for $71,700 to the non-profit Second Harvest Heartland. than $114,000 in cash donations. “Allianz Life supports organizations that are dedicated to improving the lives of those in our community who need it most,” said Allianz Life President and CEO Walter White. During the campaign’s 15 years, Allianz Life employees have given more than $591,000 in cash donations, 272,000 pounds of food and 274,000 pounds of clothing.
CONGRATULATIONS Allianz Life Insurance Company of North America!
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COMPANY OF THE WEEK
WEBSTER BANK Webster Bank Employees Raise Record Amount for United Way Campaign
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he Webster Bank Employee United Way Campaign is among the most significant ways its bankers demonstrate that helping others is what matters most. Once again, they showed what it means to “Live United,” by raising a record-breaking $1.37 million for the 2014 United Way Campaign. The amount raised includes Web- From left: Jim Smith, chairman and CEO of Webster Bank; Kim Syrop, senior vice president, ster banker contribu- director of fraud and loss management and vice chair of the 2014 Employee United Way tions, a corporate con- Campaign; Matt Cammarota, senior vice president, director of consumer lending and chairman of 2014 Employee United Way Campaign; Kathy Luria, senior vice president, tribution and $76,800 community affairs; and Joe Savage, president of Webster Bank. from the bank’s United Way fundraising events including an online auction, Jeans Days for United Way and the Webster United Invitational Golf Tournament. The money will go to more than 40 United Way chapters and more than 100 United Way partner agencies.
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CONGRATULATIONS Webster Bank!
COMPANY OF THE WEEK
PEOPLE’S UNITED BANK People’s United Brings More Than 400 Classroom Projects to Life
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eople’s United Community Foundation awarded $100,000 to DonorsChoose.org through its Uniting Cash for Classrooms campaign to help teachers obtain needed school supplies. The grant provided 50 percent of the cost for classroom projects in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine. The campaign kicked off in recognition of American Education Week, combining the foundation’s 50 percent contribution Students in Chelsea, Mass., are excited to receive the individual whiteboards with public donations until proj- that are being used to practice their writing. The students used the new whiteboards to thank People’s United Community Foundation for its donation. ects reached 100 percent funding completion. More than 400 classroom projects were funded, making a difference in the lives of over 25,000 students at nearly 200 schools throughout the bank’s footprint. “The campaign provided a way for us to support and thank teachers who are working hard to ensure our children receive a quality education,” said Karen Galbo, director of the People’s United Community Foundation.
CONGRATULATIONS People’s United Bank!
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COMPANY OF THE WEEK
BB&T CORPORATION BB&T Sponsors Piggies for Preemies Program in Kentucky
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B&T is a proud sponsor of the Piggies for Preemies program at Kosair Children’s Hospital. The program provides piggy banks throughout Kentucky and southern Indiana to collect funds for critically ill and premature children. In February 2015, the neonatal intensive care unit (NICU) received a $10,000 donation from the Jeffersontown High School Marine Corps Junior Reserve Officer Training Corps. Cadets, parents and Marine instructors have spent the past two years raising funds to support BB&T distributes piggy banks to collect donations for critically ill and the infants in the NICU. To thank the premature children at Kosair Children’s Hospital in Louisville, Ky. students, a hospital room in the Norton Women’s and Kosair Children’s Hospital NICU was named in their honor; BB&T was on hand for the dedication in February. According to Valerie Crea, a BB&T@Work officer, getting to see the excitement on the faces of the cadets as they toured the NICU and received recognition for a job well done was a day she will always remember.
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CONGRATULATIONS BB&T Corporation!
COMPANY OF THE WEEK
UNUM Unum’s Annual Food Drive Helps Fight Hunger
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ach spring, Unum employees join the fight against hunger by participating in food drives across all campuses. This year, Unum employees in the United States and Ireland collected enough food and money to provide nearly 560,000 meals to the hungry, donating almost 32,000 pounds of food and $89,000—which is $17,000 more than last year. Unum UK will hold a food drive at the end of this month. Worcester County Food Bank Executive Director Jean McMurray remarked, “We couldn’t do it without the generous and loyal support of neighbors like Unum and their employees.” Skot Garrick from Harvest Hope Food Bank said, “The generosity from Colonial Life employees will have a farreaching and immediate impact.” More than 22 sales offices were also involved in this year’s annual food drive, collectively raising $8,169 and donating 1,511 pounds of food.
Unum employees in Worcester, Mass., celebrate a successful food drive.
CONGRATULATIONS Unum!
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COMPANY OF THE WEEK
LPL FINANCIAL LPL Financial Welcomes High School Youth to Annual Explore Your Future Event
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he LPL Financial Foundation and LPL Financial’s Boston employees recently partnered with Crossroads for Kids to host high school students at Explore Your Future, the company’s annual interactive career exploration event aimed to help prepare high school students for a successful college experience and a future of economic empowerment. Students gathered to accept career advice from LPL’s executive leaders and employee volunteers. Explore Your Future is part of the LPL Financial Foundation’s year-round effort to help prepare high school students in the transition from high school. Through the foundation, LPL partners with a number of organizations to provide the support needed to help underserved youth achieve academic success, meaningful careers and responsible citizenship.
Students from Crossroads for Kids participate in LPL Financial’s Explore Your Future program.
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CONGRATULATIONS LPL Financial!
COMPANY OF THE WEEK
WEBSTER BANK Webster Bank Receives National Recognition for Mentor Program
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anuary is National Mentor Month, and it closed on a high note as Webster Bank was named a Corporate Mentoring Champion by MENTOR: The National Mentoring Partnership and The Corporation for National and Community Service. The 2015 National Mentoring Summit in Washington, D.C., held its award ceremony on Jan. 29. Webster was one of a select group to receive this distinguished praise for advancing quality mentoring opportuLarry Selnick, senior vice president, director of treasury and payment nities and participating in the solutions sales. Corporate Mentoring Challenge. Webster has a strong relationship with mentoring partners in the Northeast, with the Governor’s Prevention Partnership of Connecticut leading that involvement. Webster’s mentor program is led by Jay Brennan, vice president and market sales specialist. More than 100 Webster mentors volunteer more than 5,000 hours each year for this program.
CONGRATULATIONS Webster Bank!
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COMPANY OF THE WEEK
MUFG UNION BANK, N.A. MUFG Teams up With Community Partners to Enhance Life in San Diego
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s part of its ongoing commitment to responsible banking, MUFG partners with a variety of community organizations and non-profits throughout its footprint. Two examples in San Diego include the bank’s more than 10-year partnership with the San Diego Chargers, and its support as one of the first corporate donors to San Diego’s Central Library. Through the Game Changers program, funds are Managing Director Lawrence Henry makes a donation before a Chargers game to raised for various non-profits show how the Game Changers Mobile works. in San Diego. The program raised $15,000, equal to 75,000 meals for San Diego families. Union Bank also supported the development of a full-service homework center on the second floor of San Diego’s Central Library. “Game Changers is what teamwork is all about, and the Union Bank Homework Center embodies our commitment to education, especially for our youth,” says MUFG Union Bank Managing Director Julius Robinson, head of corporate social responsibility for the Americas.
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CONGRATULATIONS MUFG Union Bank, N.A.!
COMPANY OF THE WEEK
POPULAR, INC. Popular, Operation HOPE Partner to Launch Third HOPE Inside Location
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opular Community Bank and Operation HOPE launched the third HOPE Inside location in New York. The program will empower entrepreneurs and small businesses through classroom education and on-site guidance. At the grandopening celebration, Rep. Yvette Clarke, of New HOPE Inside grows: Community leaders work together to bring guidance and counseling York’s 9th District, and to aspiring entrepreneurs in Brooklyn. Brooklyn Borough President Eric L. Adams praised efforts to help build local businesses. Business leaders, bank clients and students heard testimonies from previous participants of the program and attended free workshops with trained Operation HOPE counselors. “Our ongoing commitment to Operation HOPE is another way we strive to empower entrepreneurs and the community business leaders of tomorrow,” said Brian Doran, New York Metro Region executive at Popular Community Bank. The partnership to develop HOPE Inside bank branches in four New York boroughs commenced in 2013 with a commitment of $150,000 from Popular Community Bank.
CONGRATULATIONS Popular, Inc.!
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COMPANY OF THE WEEK
STATE FARM BANK® State Farm Bank® Assists Non-profits in Increasing Business Acumen
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tate Farm Bank partners with Illinois Wesleyan University (IWU)’s Action Research Center to assist local non-profits in strengthening their communities. Recently, State Farm Bank and the Action Research Center developed and administered a comprehensive non-profit assessment tool to help identify organizations’ strengths and weakness- Carrie Mack of Illinois Wesleyan University’s Action Research Center shares non-profit assessment tool research findings with non-profit leaders. es. Executive directors, board members and staff participated in the self-assessment. To encourage non-profits to participate, State Farm Bank provided $2,500 to each participating organization. Based on self-identified areas of weakness, State Farm Bank employees served as consultants, their technical expertise an aid to the non-profits. The bank also engaged State Farm’s Innovation team to provide service hours to those non-profits requesting support with organizational improvement. State Farm Bank looks forward to continuing to partner with IWU’s Action Research Center and local non-profits to improve the delivery of services to local community members.
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CONGRATULATIONS State Farm Bank®!
COMPANY OF THE WEEK
TD BANK TD Bank Celebrates Financial Literacy Month
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n April, TD Bank provided even more financial education programs in celebration of Financial Literacy Month. Partnering with Ceridian LifeWorks and T. Rowe Price, TD Bank offered free financial education webinars to all employees to help them learn better money management skills and make smarter financial decisions for themselves and their families. More than 1,000 employees have participated in the webinars since their launch. Employees have found that not only do these webinars help them to better manage their own money, they also enable them to better support customers. By understanding what bank customers need, employees can make more informed decisions about which products will support the customers’ financial goals.
TD Bank employees also joined forces during a recent event to help educate more students about the importance of money management. TD Bank’s program has already touched more than 1 million students.
CONGRATULATIONS TD Bank!
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COMPANY OF THE WEEK
CAPITAL ONE FINANCIAL CORPORATION Capital One Launches $150 Million Initiative to Help More Americans Succeed in a Digital Economy
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apital One will focus $150 million in community grants and initiatives over the next five years to help empower more Americans to succeed in the digitally driven economy. With its Future EdgeSM initiative, Capital One will collaborate with leading educational and community organizations across the country to help Americans keep pace with technology and prosper in the new economy. “Technology is dramatically changing the way we live and work. Helping people become more digitally fluent is essential for American workers and our economy,” said Richard D. Fairbank, Capital One’s founder and chief executive officer. Over the next five years, Capital One will provide hundreds of grants to community organizations nationwide to help people realize their potential, improve their employment prospects and get on the path to financial prosperity. Daymond John, CEO and founder of FUBU, star of ABC’s “Shark Tank” and worldrenowned entrepreneur, speaks to Capital One Future Edge Fellows participating in General Assembly’s Opportunity Fund, a fellowship program that aims to facilitate a more diverse community of talent in the tech industry by providing fellowships to low- to moderate-income individuals seeking advanced digital skills.
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CONGRATULATIONS Capital One Financial Corporation!
COMPANY OF THE WEEK
ASSURANT, INC. Home Is Where the Heart Is: Assurant Employees Help Families in Need Get a Fresh Start
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or more than 14 years, Assurant employees have turned wood beams and steel nails, paint and compassion into places families can call home. “Volunteering for Habitat for Humanity is a notable example of employees’ dedication, generosity and compassion to help improve communities where we live and work,” said Assurant President and CEO Alan Colberg. Aside from sweat equity, Assurant contributes employees in Atlanta help new homeowner and Navy veteran Teresa financial resources. Through Assurant Stafford put the finishing touches on windows for her new home. the Assurant Foundation, Assurant’s Woodbury, Minn., office provided a $5,000 grant to support local Habitat builds in Milwaukee, Wis. The foundation donated $50,000 to assist homeless men, $50,000 to feed and shelter 100 women and children for a month and $40,000 to support a drop-in center and safe haven for homeless teens.
CONGRATULATIONS Assurant, Inc.!
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COMPANY OF THE WEEK
KEYBANK KeyBank Invests $500,000 in Boys & Girls Clubs Teen Workforce Programs in Seattle and Portland
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eyBank teamed up with the Boys & Girls Clubs of King County, Washington, and the Boys & Girls Clubs of Portland, Oregon, to launch and expand YouthForce, an innovative workforce development program for local underserved teens. The three-year grant, funded by an unprecedented gift of $500,000 from the KeyBank Foundation, will allow the YouthForce program in Seattle to increase its capacity and will establish the program YouthForce, an innovative workforce development program for underserved teens, in Portland. YouthForce helps expands in Seattle and launches in Portland, thanks to KeyBank’s grant. low-income youth prepare for college, careers and life by pairing job-preparedness training with paid summer, seasonal or yearlong internships at Seattle companies. “The YouthForce program is transformational not only for the participating teens but for the local economy as well,” said Lorraine Vega, senior vice president of corporate philanthropy at KeyBank Foundation. In addition to funding, Key bankers will staff YouthForce University, a volunteer-taught basic money management curriculum developed by KeyBank.
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CONGRATULATIONS KeyBank!
COMPANY OF THE WEEK
FULTON FINANCIAL CORPORATION Lafayette Ambassador Bank Partners With FHLBank of Pittsburgh to Provide $320,000 Grant to Build Affordable Housing
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afayette Ambassador Bank partnered with FHLBank Pittsburgh to provide a $320,000 Affordable Housing Program (AHP) grant to Valley Housing Development Corporation for a project in Bethlehem, Pa. The project, named The Mills, will benefit low-income, elderly and other special needs persons by providing quality affordable housing. This $16 million project will include safety and accessibility improvements, current and preventive maintenance and efficiency upgrades to this 113-unit residential development in the Lehigh Valley. “This AHP grant funding provided by the FHLBank Pittsburgh has an immeasurable positive impact on our communities,� remarked Gerald A. Nau, chairman of the board and CEO of Lafayette Ambassador Bank. Lafayette Ambassador Bank is a subsidiary of Fulton Financial Corporation, a $17 billion financial holding company located in Lancaster, Pa. From left: Gerry Nau, chairman and CEO of Lafayette Ambassador Bank; Joseph Schupp, board chairman for Valley Housing Development Corp.; Rep. Charlie Dent; and David Buches, community investment manager of FHL Bank Pittsburgh, present a $320,000 grant to build affordable housing.
CONGRATULATIONS Fulton Financial Corporation!
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COMPANY OF THE WEEK
FIRST NIAGARA Community Matters to First Niagara
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irst Niagara’s signature youth program is called Mentoring Matters. Through partnerships with quality mentoring programs across the Northeast, First Niagara was able to touch the lives of nearly 40,000 young people through $1 million awarded in grants to support mentoring organizations. The company’s financial commitment is further enhanced by First Elementary students come to First Niagara regional offices twice a month to spend time Niagara team members with their mentors. who give their time and talent to help serve as positive role models to young people. “Mentoring is critically important to helping young people, both academically and personally. The positive effect on students’ attendance and academic performance, as well as on children’s self-esteem and decision making skills, is proven,” said Gary Crosby, president and CEO of First Niagara. Since its inception, Mentoring Matters has provided more than $6.25 million to innovative mentoring program providers throughout New York, Pennsylvania, Connecticut and Massachusetts.
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CONGRATULATIONS First Niagara!
COMPANY OF THE WEEK
THE PRIVATEBANK An Evening for Financial Empowerment
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he PrivateBank and the Chicago Urban League (CUL) presented An Evening for Financial Empowerment at CUL’s offices. Participants attended a credit seminar, followed by their choice of either a homebuyer’s seminar or one-on-one mortgage counseling. The sessions covered various key topics, including implications of good and bad credit, improving your credit score, steps to homeownership and more. Attendees were also encouraged to participate in a resource fair, where they were able to talk to experts about myriad topics. Larry D. Richman, president and chief executive officer of The PrivateBank and CUL board member, said, “Creating stability in our communities is a central part of The PrivateBank mission. We believe that empowering individuals and families to make smart financial decisions is an important step in creating strong and vibrant communities.”
Bankers Christine Wollner and Tracy Ricks discuss the deposit products offered by The PrivateBank.
CONGRATULATIONS The PrivateBank!
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COMPANY OF THE WEEK
REGIONS Regions Builds on Financial Education Momentum
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n 2015, Regions associates continued to build on the financial education momentum from 2014. Highlights include: • Delivering more than 58,000 financial education presentations • Volunteering 18,959 hours of financial education, more than 10,000 through Junior Achievement
Regions executive Ken Alderman, long devoted to teaching Junior Achievement programs, leads an enthusiastic team of fellow bank associates during a recent JA in a Day session at an inner-city school in Birmingham, Ala.
• Implementing the Regions Financial Scholars Program in 79 high schools and six colleges, reaching 9,730 students and certifying 5,292 students • Sponsoring financial education at Southeastern Conference schools, Historically Black Colleges and Universities, and developing initiatives that reached 500 student athletes, including a speaking series featuring former NBA star Antoine Walker • Launching the Associate EverFi Challenge using the Regions Financial Learning Center, resulting in 4,507 modules completed by bank associates • Participating in the New York Stock Exchange Foundation’s Financial Empowerment of Women program • Partnering with Operation HOPE to bring HOPE Inside to Birmingham, Ala., and to offer free individual financial counseling for those earning less than $50,000 a year
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CONGRATULATIONS Regions!
COMPANY OF THE WEEK
IBERIABANK IBERIABANK’s Financial Literacy Efforts Reach 4,000 Students
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BERIABANK joined forces with schools across five states to participate in the Teach Children to Save campaign. The effort resulted in financial literacy being taught to over 4,000 students. The classes were designed to help kindergarten, elementary and middle school students learn the difference between needs and wants, identify expenses, learn ways to cut spending and save for the future. Over 130 IBERIABANK associates—including senior management, back office and retail associates—volunteered 290 hours by teaching 175 classes. “Our goal was to create a community of lifelong savers through this program partnership by motivating students and instilling positive habits at a young age,” says Carrie Curet, IBERIABANK community development service leader. The effort reached students in 29 communities in Alabama, Arkansas, Florida, Louisiana, Tennessee and Texas.
Kindergarteners at Holy Family School listen intently as Pat Trahan, IBERIABANK vice chairman in Lafayette, La., teaches the basics of money and savings. Students represent various denominations of money by wearing different-colored money signs.
CONGRATULATIONS IBERIABANK!
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COMPANY OF THE WEEK
BANK OF THE WEST Money-Smart Skills Help Build Financially Healthy Communities
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undreds of Bank of the West volunteers hosted financial education classes in elementary, middle and high schools across its regions in support of National Financial Literacy Month. The series of classroom-based programs that kicked off in April with special recognition for Teach Children to Save Day will continue through May with creative and interactive programs designed to teach young people important financial concepts. During the two-month classroom campaign, approximately 500 Bank of the West team members will reach more than 5,000 young people. “Bank of the West views financial literacy outreach in our Lia Cicuto, vice president in the Legal and Regulatory Group, makes schools as an important part of givlearning about money fun during National Financial Literacy Month. ing back to the communities where we have a presence,” said Chairman and CEO Michael Shepherd. “By supporting early financial education, we’re helping young people and their families build a foundation for economic self-sufficiency, which in turn contributes to a stronger economy.”
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CONGRATULATIONS Bank of the West!
COMPANY OF THE WEEK
JOHN DEERE FINANCIAL How John Deere Financial Is Helping Students Learn How to Save
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ach week, children flock to the Findley Elementary School gymnasium to learn lessons about saving and spending money. The program, called Findley Counts, lets students at the Des Moines, Iowa, elementary school make deposits, withdrawals and check balances using PAWS—currency earned through good behavior. More than 167 students are participating in the program. So far, they’ve used Caitlyn Knuth and Erik Fisher help students make transactions at the Findley 72 percent of their PAWS to Counts bank. make purchases in an on-site store staffed by John Deere Financial volunteers. Twenty-eight percent of students, however, have chosen to save their earnings. John Deere Financial invests in Findley Counts to prepare tomorrow’s leaders for financial literacy and to tackle financial issues that challenge our global community. John Deere Financial seeks to make central Iowa a better place by supporting such organizations as the United Way, Junior Achievement, Habitat for Humanity, Meals from the Heartland, Everybody Wins! Iowa and numerous others.
CONGRATULATIONS John Deere Financial!
IMPACT REPORT 2015 | 33
COMPANY OF THE WEEK
FULTON FINANCIAL CORPORATION Fulton Bank Collects Items for Local Rescue Mission
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ulton Bank employees at the bank’s Lebanon, Pa., branches collected more than 1,100 rolls of bath tissue for the Men’s Ministry Lebanon Rescue Mission. The paper goods collected are expected to last the mission several months. The rescue mission is a homeless shelter that provides basic services, such as lodging and meals, to men in need. The mission served 27,283 meals in 2015.
Employees of Fulton Bank and volunteers at the Men’s Ministry Lebanon Rescue Mission pose with the bath tissue that was collected for the rescue mission residents. From left: Greg Beniston, assistant branch manager, Fulton Bank; Willie Smith, rescue mission volunteer; LuAnn Seltzer, head teller, Fulton Bank; and Darren Makaila, rescue mission volunteer.
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CONGRATULATIONS Fulton Financial Corporation!
COMPANY OF THE WEEK
CATERPILLAR FINANCIAL SERVICES CORPORATION Caterpillar Financial Crosses the Finish Line for St. Jude
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fter months of training and fundraising, members of the Cat Financial running team laced up their shoes to run the Country Music Marathon, Half Marathon and 5K for St. Jude Children’s Research Hospital under the team name “Running for Children, Bulldozing for a Cure.” In total, 168 Caterpillar employees, friends and family members participated in the Nashville The Caterpillar Financial office in Singapore organized a group run on the same day as the Nashville marathon. races, with several other global offices—Singapore, Luxembourg, France, China, Australia, Brazil and Solihull—organizing teams for races and group runs in their respective countries. The Cat Financial running team, which began fundraising for St. Jude Children’s Research Hospital in January, raised $25,935, almost $11,000 over its initial goal. The group worked together to organize several events to help contribute to the cause, including a happy hour, karaoke competition and songwriters’ night at a local music venue.
CONGRATULATIONS Caterpillar Financial Services Corporation!
IMPACT REPORT 2015 | 35
COMPANY OF THE WEEK
KEYBANK KeyBank Celebrates 25th Annual Neighbors Make the Difference Day
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ore than 6,200 KeyBank employees left their jobs at noon on May 14 to volunteer for community projects nationwide as part of Key’s community service program, Neighbors Make the Difference Day. One of the largest corporate volunteer projects in America, Key’s Neighbors Day event celebrated its 25th anniversary in 2015 and continues to resonate with partners and employees who participate. This year, over 700 projects—including landscaping, cleaning and sorting clothing for needy children—were conducted across 13 states. In the past 25 years, Key employees have worked more than half a million volunteer hours on Neighbors Day. “This is our most organized and visible volunteer effort,” said KeyCorp Chairman and CEO Beth Mooney. “And what inspires me is the caring stretches far beyond a single day. I’m proud of our employees who give so much to Key, our clients, each other and our communities.” This group of employees has served the Cleveland Christian Home on Neighbors Day for nearly 15 years. They also volunteer for the home during the holidays and throughout the year. This year, Key’s CEO, Beth Mooney, surprised the group by unexpectedly visiting them while they were working at their project. Also working at the project were Key CIO Amy Brady and Chief Procurement Officer Dean Kontul.
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CONGRATULATIONS KeyBank!
COMPANY OF THE WEEK
COMERICA INCORPORATED Comerica Bank Hosts Community Shred Day Events to Protect Identity, Raise the Expectation of What a Bank Can Be
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omerica Bank hosted its fifth annual Shred Day DFW event, a free public service event and education campaign designed to raise awareness of identity theft, recycling and hunger. This year’s Shred Day in Dallas was the largest to date, and the bank secured its third Guinness World Records® honor for “The Most Paper Collected in a 24-Hour Period.” Comerica not only securely destroyed and recycled 459,300 pounds of sensitive paper documents in a single day Comerica Dallas colleagues and Iron Mountain representatives are but also raised more than 11,200 presented—for the third time—with the Guinness World Record for the most pounds of food and $16,684 in cash paper collected in a 24-hour period. donations for its charitable partner, the North Texas Food Bank. Shredding sensitive documents like old bank statements, tax returns (seven years or older), medical bills, utility statements and pre-approved credit card offers is the best way to prevent identity theft. Comerica’s Shred Day events continue to raise the expectations of what a bank can be in the community.
CONGRATULATIONS Comerica Incorporated!
IMPACT REPORT 2015 | 37
COMPANY OF THE WEEK
CIT GROUP, INC. Employees Support Worthy Causes During Annual Global Employee Volunteer Program
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IT Group, Inc. celebrated its annual Global Employee Volunteer Program (GEVP). CIT employees have donated thousands of hours of their personal and work time to many worthy causes. CIT encourages its employees to partner with local non-profit groups in their communities. In addition to GEVP, CIT employees participated in Shared Harvest, their global food drive program. In the past two years, CIT employees have donated CIT employees build affordable housing. over 110 tons of food to local food organizations. Throughout GEVP, employees took time to improve the lives of others and further develop their neighborhoods. As they cleaned parks, fed the hungry, built homes, assisted the elderly and raised funds for charity, community involvement teams reinforced CIT’s long-standing commitment to creating a lasting impact on those around them.
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CONGRATULATIONS CIT Group, Inc.!
COMPANY OF THE WEEK
PEOPLE’S UNITED BANK People’s United Bank Yellow Dot Program Helps Protect the Lives of Senior Drivers
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ccording to AAA, seniors represent the fastest-growing segment of drivers. Yet seniors have a higher death rate per mile driven than do any other demographic, and 95 percent of seniors take medications that may impair driving. In an effort to protect the lives of senior drivers, People’s United Bank, the Fairfield, Conn., Police Department, and the Senior Go To Guide teamed up for Yellow Dot Day. The Yellow Dot program alerts emergency personnel to vital information about an elderly driver that has been stored in the glove compartment of the vehicle. Yellow Dot is an initiative of the People’s United Bank Master’s Program, designed to keep seniors informed and safe by protecting them from criminal activities— including fraud and scams—through events, seminars and educational outreach. From left: Tom Gerrity, president, Senior Go To Guide; Bryan Kelsey, Fairfield market manager, People’s United Bank; Chief Gary MacNamara, Fairfield Police Department; Angela DeLeon, senior community relations specialist, People’s United Bank; Michael Tetreau, first selectman, Town of Fairfield; and Lieutenant James Perez, Fairfield Police Department, participate in Yellow Dot Day.
CONGRATULATIONS People’s United Bank!
IMPACT REPORT 2015 | 39
COMPANY OF THE WEEK
UNUM Colonial Life Scholarship Recipient: ‘I Can Do This. I’m Going to Do It.’
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t was a few short years ago that Jerome Callaway was fighting at school, struggling to be respectful to adults and battling to keep his grades up. But that changed with the help of the Boys & Girls Clubs. Jerome, now a junior at Blythewood High School, says the organization completely changed his life. And in turn, he’s helping others: Jerome worked as a mentor and junior leader to 40 middle schoolers at Longleaf Middle School this past school year. He helps them with their homework, he consults with them in the computer lab, but most importantly, he’s there for them. The Boys & Girls Jerome Callaway, a junior leader at the Boys & Girls Clubs of the Midlands program at Longleaf Middle School in Blythewood, S.C., works with middle Clubs of the Midlands recognized schoolers in the computer lab of the after-school program. Callaway works Jerome’s leadership and determiwith the 40 students as a homework tutor and mentor. nation with the Youth of the Year Award. The award comes with a $2,000 college scholarship, funded by Colonial Life. “Receiving that scholarship really just opened my eyes and showed me that I really can go to college,” said Jerome.
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CONGRATULATIONS Unum!
COMPANY OF THE WEEK
CATERPILLAR FINANCIAL SERVICES CORPORATION Capes Optional: Cat Financial Employees Commit to Being Students’ Superheroes
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aterpillar Financial Services employees hit the lanes for a Bowl-a-Thon to support Junior Achievement (JA) of Middle Tennessee. Thirty-two different teams raised nearly $50,000 for the organization, which provides educational and experiential learning that gives young people the knowledge and skills they need to own their economic success and make smart academic and economic choices. Each team was responsible for raising money for Caterpillar Financial Services employees strike a superhero pose at this year’s Bowl-a-Thon to support Junior Achievement. JA, and events included a company-wide bake sale, a silent auction and a pie-in-the-face competition where employees could “vote” for which manager should receive the pie by making a donation to JA. This year’s event theme—“Be a Student’s Superhero!”—gave Cat Financial employees the chance to dress in their best capes, masks and costumes. In addition to Bowl-a-Thon, Cat Financial and its employees regularly support JA by volunteering in classrooms and participating in JA programs throughout the year.
CONGRATULATIONS Caterpillar Financial Services Corporation!
IMPACT REPORT 2015 | 41
COMPANY OF THE WEEK
WEBSTER BANK Webster Bank Once Again Partners With Junior Achievement
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ebster once again partnered with Junior Achievement (JA) for the JA in a Day event. More than 50 Webster bankers participated at the Tinker School in Waterbury, Conn. Volunteers taught the JA curriculum to more than 600 students in kindergarten through fifth grade. Webster believes that the earlier students learn basic financial knowledge and skills, the more opportunity they will have to thrive in adulthood. Webster is a longtime supporter of JA, whose mission is to educate and inspire young people to value free enterprise, understand business and economics and improve the quality of their lives. Webster participated in a number of JA activities across its footprint, including JA in a Day and business challenge/stock investing events.
Webster bankers strike a pose outside Tinker School for JA in a Day activities.
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CONGRATULATIONS Webster Bank!
COMPANY OF THE WEEK
MUFG UNION BANK, N.A. MUFG Recognized With New York City Mayoral Award for Community Service
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UFG was honored with the inaugural New York City Mayoral Service Recognition Program for its community service. Launched by Mayor Bill de Blasio to raise awareness of volunteer service, the New York City Mayoral Service Recognition Program recognizes adults, youth and corporations that make a significant impact on the community. The bank received the Corporate Rec- MUFG’s New York CSR team receives a certificate of recognition from Paula ognition honor for demonGavin, chief service officer with the Office of the Mayor. strating a substantial impact on integrity, leadership and the community, and having at least 20 percent of employees engaged in community service in 2014. The bank’s New York City-based employees donated more than 2,600 hours of service, which included financial empowerment programs, school supply drives, park cleanups and school revitalization projects. “We are honored to receive this Mayoral Service Recognition for our employee engagement in New York City,” said Julius Robinson, managing director and head of MUFG Union Bank’s Corporate Social Responsibility group for the Americas.
CONGRATULATIONS MUFG Union Bank, N.A.!
IMPACT REPORT 2015 | 43
COMPANY OF THE WEEK
BB&T CORPORATION BB&T Leadership Lessons Pay
off for
Principal
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s principal of Thomasville Primary School in North Carolina, Dr. Angela Moore believes she and other leaders in our schools can have a positive influence on children and families that lasts for generations. The BB&T Leadership Institute hosted Dr. Moore in a new program. The institute’s goal is to share everything that BB&T has learned over the past 50 years about leadership with those who are most important to us—our associates, our clients and our communities. Since schools Dr. Angela Moore attended a BB&T Leadership Institute program and is excited for are such a vital part of our what the future now holds for her and her students. communities, the BB&T Leadership Institute customized one of its flagship programs to meet the unique needs of the education community. Public school principals in North Carolina get the opportunity to benefit from a high-impact leadership development program that focuses on application in the school setting, and there are plans to expand the offering to other states.
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CONGRATULATIONS BB&T Corporation!
COMPANY OF THE WEEK
TOYOTA FINANCIAL SERVICES Toyota Financial Services Celebrates Academic Success
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he cost of higher education can be challenging for many students, but for 100 high school students across the country, Toyota Financial Services (TFS) is helping to alleviate some of the worry. TFS celebrated the academic excellence of this year’s Making Life Easier (MLE) scholarship recipients. Events across the country are being held in honor of the 100 scholars; recipients, their family members and Toyota team members have attended them. At TFS headquarters in Torrance, Calif., TFS President and CEO Mike Groff and other special guests shared their inspiring stories of how 2015 MLE scholarship recipients receive backpacks filled with determination, hard work and higher supplies, in preparation for college this fall. education helped advance their careers and improve their personal lives. TFS has provided over $4.4 million in scholarship awards to more than 600 deserving students as part of the MLE scholarship program. TFS provided $1 million to 100 scholarship recipients who not only demonstrate exemplary academic achievement but also volunteer to improve their local communities.
CONGRATULATIONS Toyota Financial Services!
IMPACT REPORT 2015 | 45
COMPANY OF THE WEEK
CAPITAL ONE FINANCIAL CORPORATION Capital One Hosts Gov. Terry McAuliffe to Discuss the Role of Digital Fluency in Virginia’s Future
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ov. McAuliffe joined business and community leaders at Capital One’s Digital Labs in Vienna, Va., for an interactive discussion titled “The Role of Digital Fluency in Virginia’s New Economy,” during which the efforts to close the digital skills gap and help individuals succeed in the jobs of tomorrow were discussed. Capital One released a report on the From left: Ronda Harris Thompson, executive director, Year Up National; Gov. Terry digital skills gap in Virginia and McAuliffe (D-VA); Frank LaPrade, chief enterprise services officer, Capital One; and Kimberly Bryant, founder, Black Girls Code, discuss how addressing the digital Washington, D.C. Jobs requir- skills gap in Virginia is critical to helping people succeed in the digital age. ing digital skills account for eight in 10 available jobs. To help address the digital skills gap, Capital One is investing $150 million over five years through its Future Edge initiative to help job seekers build the technical skills for an ever-changing, digitally driven economy. In Virginia and D.C., Capital One’s Future Edge supports numerous non-profit organizations including Year Up National’s IT training program for local disadvantaged young adults. Capital One also supports Black Girls Code, which inspires and empowers thousands of young women to pursue STEM-related careers.
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CONGRATULATIONS Capital One Financial Corporation!
COMPANY OF THE WEEK
BBVA COMPASS BBVA Compass Celebrates Opening of San Antonio Lending Center
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BVA Compass and LiftFund celebrated the grand opening of the BBVA Compass Lending and Learning Center in San Antonio, Texas. The bank’s gift is another example of its long-standing commitment to bolster small businesses across its footprint. “Like LiftFund, we want to be an engine for people who really want to move their businesses forward,” said BBVA Compass Chairman and CEO Manolo Sánchez, who was on hand to present the check. “We know for a fact that LiftFund is going to move the needle to empower entrepreneurs and From left: San Antonio Councilman Roberto Treviño; BBVA Compass San Antonio CEO Andrea Smith; BBVA Compass Chairman and CEO Manolo dreamers to make a difference in their Sánchez; LiftFund CEO Janie Barrera; and BBVA Compass Director of Corporate Responsibility and Reputation Reymundo Ocañas pose with communities.” The BBVA Compass the $1 million check that the bank’s foundation donated to move small Lending and Learning Center will be businesses and entrepreneurs forward. the hub for LiftFund’s microlending for small businesses and entrepreneurs on its San Antonio campus. BBVA Compass also made an equity equivalent investment to the non-profit for another $4 million. The investment is part of the bank’s $11 billion pledge to boost economic development across all the communities in its footprint.
CONGRATULATIONS BBVA Compass!
IMPACT REPORT 2015 | 47
COMPANY OF THE WEEK
ASSURANT, INC. Saluting Service and Sacrifice: StreetLinks and Assurant Foundation Support Military Personnel and Their Families
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ssurant employees raised $75,000 for Wounded Warriors Family Support. In partnership with the Assurant Foundation, $2 was donated for every appraisal completed by StreetLinks, the company’s appraisal and valuation solutions business, during Military Appreciation Month. StreetLinks employees in Indianapolis presented Wounded Warriors Family Support with the donation during the organization’s High Five Tour, a 26,000-mile Wounded Warriors Family Support Development Director Kevin Sander cross-country journey to encourage (fourth from the left) joined StreetLinks employees during a recent stop on the High Five Tour. Top row, from left: Charles Szabo; Chad Barker; Tom Americans to show their support Hurst, StreetLinks president; Kevin Sander, development director, Wounded of military families for their sacriWarriors Family Support; Kelly Taylor; Rene Spoon; and Mike Floyd. Bottom fices. Employees inscribed personal row, from left: Steve Meirink, senior vice president, mortgage solutions, Assurant Specialty Property; Patty Cooper; and Kraig Barron. messages of hope and gratitude to injured soldiers on a custom mobility-equipped 2015 Ford Explorer. The vehicle is used by Wounded Warriors Family Support to build awareness and to demonstrate the benefits for veterans and their families. “Assurant is honored and humbled to take part in Wounded Warriors Family Support’s High Five Tour and to give back to those who give so much of themselves for the benefit of others,” said Assurant President and CEO Alan B. Colberg.
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CONGRATULATIONS Assurant, Inc.!
COMPANY OF THE WEEK
TSYS TSYS, DEMA PIE Project Wins Award; Financial Club Teaches Students About Money, Savings and Credit
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hanks to a TSYS Partners in Education project, students at Downtown Elementary Magnet Academy (DEMA) ended the school year with a better understanding of money and a few extra dollars in their pockets. TSYS volunteers introduced the DEMA Challengers Financial Literacy Club for students in third through fifth grades. The club won the Project of the Year award—for “enriching the life experience of students”—at the Muscogee County PIE celebration. The program was spearheaded by Ciciley Nelson-Dixon, a manager in risk and compliance at TSYS. She and other Students in third, fourth and fifth grades were invited to join the TSYS team members met with students club and earn real money by correctly answering questions, monthly and used lesson plans from Visa’s TSYS completing journal and writing assignments and researching Practical Money Skills curriculum. Students financial terms. had opportunities to earn real money by correctly answering questions, completing journal and writing assignments and researching financial terms. Students who received cash could keep it or save it by choosing to “Bank the Bucks.”
CONGRATULATIONS TSYS!
IMPACT REPORT 2015 | 49
COMPANY OF THE WEEK
STATE FARM BANK® State Farm® Partners With Steve Harvey to Provide Financial Education
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s part of its financial literacy efforts, State Farm worked with the “Steve Harvey Morning Show” to produce the “State Farm Financial Education Minutes.” This series of segments aired on the radio show each week for six weeks beginning in April in honor of Financial Literacy Month. Topics covered included budgeting, saving, buying a car or house, retirement planning and creating a financial plan. This year, nearly 100 workshops have been presented and more than 2,700 individuals have attended at least one Make It State Farm Agent Matt Kalla presents the Make It Possible workshop titled “Your Finances” to a group of graduating seniors at Point Loma Possible (MIP) workshop. The MIP Nazarene University. campaign addresses the financial literacy needs of community members with education, resources and products to ensure that they have the necessary tools to realize their dreams and live confidently. MIP positions State Farm agents as community leaders with the resources and products to help individuals become financially educated, build good credit and make sound financial choices.
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CONGRATULATIONS State Farm Bank®!
COMPANY OF THE WEEK
WELLS FARGO & COMPANY Wells Fargo Volunteers Deliver the Savings Message to Kids
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n April, more than 1,700 Wells Fargo volunteers connected with students and families in schools and community centers throughout the country. Through the Teach Children to Save Day initiative, volunteers incorporated creativity and fun into financial education presentations. They delivered more than 2,200 savings lessons to 84,000 individuals during the month-long campaign. “SupAs part of their savings lesson, children, ranging in age from 6 to 9 years old, porting the Teach Children to who participate in the Mocha Moms non-profit in Bowie, Md., were welcomed as customers at the Wells Fargo in Bowie Town Center. While at the bank, the kids Save campaign is an example learned about making a deposit. of Wells Fargo team members’ dedication and commitment to helping build stronger communities and individuals,” said Chairman and CEO John Stumpf. “Teaching children how to consciously save money is a powerful tool that will enrich their lives in future years.” Delivering free financial education lessons is an important focus for many Wells Fargo volunteers. Utilizing Hands-on Banking®, Wells Fargo’s free financial education program, team members provide age and occupation appropriate lessons to kids, teens, young adults, adults, entrepreneurs, seniors, and active and inactive service men and women.
CONGRATULATIONS Wells Fargo & Company!
IMPACT REPORT 2015 | 51
COMPANY OF THE WEEK
JUMP$TART COALITION® Jump$tart Coalition® Hosts Sixth Annual Conference Promoting Personal Financial Education
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he Jump$tart Coalition conducted its sixth annual conference devoted specifically to pre-K-12 classroom teachers of personal finance and dedicated to training, motivating and appreciating personal finance educators. The conference offered classroom educators an opportunity to see, learn about and try educational resources that can be integrated immediately into current lesson plans; attend During the Jump$tart National Educator Conference, teachers get the opportunity to informative workshops; meet network and exchange ideas with other attendees across the nation. with leaders from finance and education; and network with colleagues from across the country. “Our National Educator Conference is a cornerstone of Jump$tart’s mission to educate and prepare our nation’s youth for lifelong financial success,” said Jump$tart President and CEO Laura Levine. With the conference held in the Washington, D.C., area, teachers also had the opportunity to hear from policymakers and opinion leaders—gaining valuable insights to share with their students.
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CONGRATULATIONS Jump$tart Coalition®!
COMPANY OF THE WEEK
KEYBANK KeyBank Expands Affordable Housing Platform as U.S. Affordable Housing Shortage Continues
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he United States is experiencing a critical affordable housing shortage, from coast to coast, and not just in the most expensive housing markets. Currently, the U.S. is short approximately 8.2 million rental units for extremely low-income individuals. Without enough affordable units, individuals often pay 50 percent or more of their income on rent, without enough left over for items like education, health care and transportation. KeyBank is expanding The 12th Avenue Arts complex development in Seattle, which opened its affordable housing offerings in 2014, brings together theater, office, affordable housing, retail and from 12 states to all 50. Key has restaurant space, and parking for the Seattle Police Department. Key provided approximately $20 million in loans as well as $5.5 million in New been a longtime expert in financMarkets Tax Credit and $5.5 million in Low Income Housing Tax Credit ing affordable housing, through its investments. Community Development Lending/ Investing (CDL/I) arm, and last year alone provided nearly $400 million in debt and equity financing to developments in underserved communities. Key was the only bank in the nation with eight consecutive “Outstanding” ratings on the Community Reinvestment Exam for its ability to lend, invest and provide services to its communities—especially those that are underserved.
CONGRATULATIONS KeyBank!
IMPACT REPORT 2015 | 53
COMPANY OF THE WEEK
NORTHERN TRUST CORPORATION Northern Trust and The Nature Conservancy of Illinois Team up to Preserve the Prairie
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orthern Trust Chairman and Chief Executive Officer Frederick H. Waddell assembled a team of 40 volunteers in partnership with The Nature Conservancy of Illinois to remove invasive sweet clover from the Indian Boundary Prairies. Waddell, who is also chairman of the Financial Services Roundtable, hosted a meet-and-greet with Commissioner Debra Shore of Chicago’s Metropolitan Water Reclamation District and General Superintendent Arnold Randall of the Forest Preserve District of Cook County. “Effective land conservation requires public and private sector collaboration to be successful,” says Commissioner Shore. Volunteers were joined by Commissioner Stanley Moore of Cook County’s Fourth District and worked on teams led by interns from the Leaders in Environmental Action for the Future (LEAF) program to protect the threatened plant species, eared false foxglove and early fen sedge. After returning from the prairie, volunteers enjoyed a picnic in Northern Trust’s garden, which is generally open for the public to enjoy. Welcoming volunteers to the Preserving the Prairie event are, back row, from left: Karen Tharp, director of urban stewardship and engagement, The Nature Conservancy in Illinois; Arnold Randall, general superintendent of the Forest Preserve District of Cook County; Molly Rand, director of development, The Nature Conservancy in Illinois; and Frederick H. Waddell, chairman and chief executive officer, Northern Trust. In the front row are, from left: John Legge, Chicago conservation director, The Nature Conservancy in Illinois; Deborah Shore, commissioner, Metropolitan Water Reclamation District of Greater Chicago; Deborah Liverett, senior vice president and director, community affairs, Northern Trust; Connie L. Lindsey, executive vice president and head of corporate social responsibility and global diversity and inclusion, Northern Trust; Michelle Carr, state director, The Nature Conservancy in Illinois.
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CONGRATULATIONS Northern Trust Corporation!
COMPANY OF THE WEEK
WESTERN & SOUTHERN FINANCIAL GROUP Western & Southern Sponsorships Help Fund Cancer Research
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estern & Southern Financial Group contributed more than $38 million to the Greater Cincinnati community over the past four years. Much of that support continues to emphasize health care in general and cancer care and research in particular. The focal point of Western & Southern’s commitment to supporting cancer causes is its partnership with the Barrett Cancer Center at the University of Cincinnati Cancer Institute. The company has initiJohn F. Barrett, chairman, president and chief executive officer of ated many programs and partnerships Western & Southern, and his wife, Eileen. to benefit the center’s cancer patients. Among them is Ride Cincinnati, a noncompetitive, family-friendly cycling event that is held every June. All proceeds and money raised by individual riders and teams, as well as teams sponsored by local businesses, fund pilot grants for breast cancer research at the Barrett Cancer Center. Western & Southern Chairman, President and Chief Executive Officer John F. Barrett and his wife, Eileen, have been actively involved in Ride Cincinnati since its founding. The event has grown from 900 riders to over 2,200, and it has raised more than $2 million to fund breast cancer research.
CONGRATULATIONS Western & Southern Financial Group!
IMPACT REPORT 2015 | 55
COMPANY OF THE WEEK
REGIONS Regions Expands Its Commitments in the North St. Louis County/Ferguson Area
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n light of troubling incidents centered on Ferguson, the need for stable institutions in Missouri’s North St. Louis County is paramount. So, Regions Financial Corporation increased efforts to serve these communities, initiating the following activities and more: • Establishing a HOPE Inside location with Operation HOPE, providing Through a popular mentoring program, students in Jennings, Mo., meet a credit counselor who offers free frequently with Regions associates who offer them advice, guidance and money-management to help clients financial education. improve credit scores, become mortgage eligible, avoid foreclosure or launch small businesses • Partnering with local public schools and providing free online financial education programs to high school students • Supporting the Urban League of Metropolitan St. Louis’s Save Our Sons, a workforce training program to help economically disadvantaged African American men secure job • Supporting the Justine Peterson community organization’s focus on microlending, small business development and affordable housing • Partnering with Paraquad, an organization for disabled individuals, to have an associate serve on its board • Supporting the YWCA of Metro St. Louis in its effort to provide economic empowerment and transitional housing for women
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CONGRATULATIONS Regions!
COMPANY OF THE WEEK
BANK OF THE WEST Bank of the West Sponsored BankWork$ Program, Supports Meaningful Employment
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ank of the West supports the Jewish Vocational Service (JVS) of San Francisco’s BankWork$ program, which trains unemployed or underemployed job seekers for careers in the financial services industry. Last year, JVS San Francisco helped more than 1,000 people transition from poverty into permanent, skilled careers, earning a collective $10 million in wages. In the past three years, the bank has contributed over $1 million to non-profits supporting workforce development. Beyond these charitable investments, Bank of the West team members also donate their time and leadership through board service, guest speaking opportunities and career coaching. The bank’s head of human resources and local human resources team volunteered at a BankWork$ resume clinic to conduct mock interviews and coach participants on their long-term career goals. “Bank of the West is pleased to support a job training program that can lead to a satisfying career,” said Eric Eisenberg, head of human resources for Bank of the West. Eric Eisenberg, executive vice president of human resources (front row, second from left), with members of the Bank of the West Human Resources team support an interview clinic at JVS San Francisco.
CONGRATULATIONS Bank of the West!
IMPACT REPORT 2015 | 57
COMPANY OF THE WEEK
SUNTRUST BANKS, INC. SunTrust Helps Students Shine Brighter
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eading Shine Bright Kids kicked off in April, when SunTrust’s community development managers made it their mission to partner with Title I schools to create CRA-qualified volunteer opportunities. SunTrust reached 4,500 students during Financial Literacy Month, and the program was so positive, the initiative is still going strong. Through lighthearted lessons, the characters Marvin and Willow focus on a character trait or life skill, like putting people before possessions, having a good attitude or setting and reaching goals. At the conclusion of the stories, teammates guide students through activities that explain “needs versus wants” and “saving versus spending.” SunTrust teammates are dedicated to the company’s purpose of “lighting the way to financial well-being.” Last year, teammates logged more than 220,000 hours of reading to children, teaching financial basics and providing access to tools and education that alleviate financial stress. SunTrust teammates rally together to teach young children the importance of money basics through the Shine Bright Kids books series.
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CONGRATULATIONS SunTrust Banks, Inc.!
COMPANY OF THE WEEK
WELLS FARGO & COMPANY Wells Fargo Volunteer Service Awards Recognize Extraordinary Team Members
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ince 1978, Wells Fargo has recognized outstanding team member volunteers through its Volunteer Service Awards program. In 2015, the company gave 224 Volunteer Service Awards, totaling $528,000 in grants, to U.S. and international team members. These volunteers receive grants of up to $25,000 for the non-profit, nongovernmental organization or school where they volunteer. Among the recipients, one received a $25,000 grant, Wells Fargo Financial Advisor Lance Hubeny serves as a volunteer fireman in his community, and he’s also a certified CPR instructor who trains civic 16 received $10,000 grants, 34 groups, police officers and teachers in his free time. received $5,000 grants and 173 received $1,000 grants. “Volunteer Service Awards highlight the impactful community work performed by our extraordinary team member volunteers,” said Chairman and CEO John Stumpf. “The service provided by these award recipients represents creativity and perseverance in the ways they have addressed various community needs. We are honored to provide financial support to their selected organizations.”
CONGRATULATIONS Wells Fargo & Company!
IMPACT REPORT 2015 | 59
COMPANY OF THE WEEK
SYNOVUS Synovus Awards $132,000 in Student Scholarships to Children of Team Members
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benefit of working for Synovus is the availability of higher education scholarships for team members’ children. The Jack Parker Scholarship is a competitive award that provides financial assistance to college and vocational school students who are selected in a blind judging on the basis of academic achievement, extracurricular activities, and meaningful community service work. For the 2015-2016 academic year, 104 children of Synovus team members earned scholarships totaling $132,000. Since its Matthew Adams, son of Synovus Human Resources Manager David Adams, inception, the Synovus foundation was named the Jack Parker Scholar for 2015-2016 and earned the largest of 104 scholarships awarded this year. He is shown here leaving for Georgia has awarded nearly $2 million to Tech, where he plans to major in biomedical engineering. deserving students. Scholarship funds are generated through team member donations and fundraising events. These activities typically include payroll deduction campaigns, silent auctions, cookbook sales, vacation day raffles and more. The 2015 Jack Parker Scholar is Matthew Adams, son of Synovus Human Resources Manager David Adams. The scholarship is named for Jack B. Parker, a 44-year team member whose enthusiasm, sense of duty and heart for supporting others were evident throughout his career.
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CONGRATULATIONS Synovus!
COMPANY OF THE WEEK
STATE FARM BANK® State Farm® Celebrates the Start of the New School Year by Providing Backpacks Filled With School Supplies
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t’s no secret that starting a new school year is expensive for many families. When it comes to low- and moderateincome families, the cost of school supplies brings additional financial stress. Showing State Farm’s commitment to education, employees collected school supplies and backpacks for 430 students in their corporate headquarState Farm Bank CEO Mike Smith and State Farm employees spend the afternoon filling ters community. Employ- backpacks with school supplies for students. ees filled the donated backpacks with requested school supplies by grade level. State Farm Bank CEO Mike Smith and his leadership staff joined in the event. The filled backpacks and additional school supplies were provided to the Back to School Alliance group to distribute at their 14th annual Resource Fair event held at the U.S. Coliseum in downtown Bloomington, Ill.; the event distributed nearly 3,000 backpacks to local elementary, middle and high school students. State Farm Bank was one of the lead sponsors of this Resource Fair, which readies the local community for the new school year.
CONGRATULATIONS State Farm Bank®!
IMPACT REPORT 2015 | 61
COMPANY OF THE WEEK
FULTON FINANCIAL CORPORATION Fulton Financial Corporation Provides Career Opportunities and Professional Skills to Veterans
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n 2012, Fulton Financial Corporation launched the Military Internship Program, a 12-week paid internship program open to veterans who have been honorably discharged, regardless of age or date of separation from military service. The internship program provides veterans with the chance to learn Senior talent acquisition advisor at Fulton Financial Corporation, Vicki Dettinger, who about the financial industry coordinates the Military Internship Program (second row, second from left), stands with a group of past and present internship participants. and explore career paths in banking. Since the program began, more than 45 veterans have completed an internship, with 25 obtaining full-time employment. During the program, participants are mentored by members of the corporation’s management team about potential career paths and professional development. Fulton Financial Corporation is dedicated to providing career opportunities to veterans. The Military Internship Program has given veterans the opportunity to further develop their professional skills and achieve their career goals.
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CONGRATULATIONS Fulton Financial Corporation!
COMPANY OF THE WEEK
THE SOCIETY FOR FINANCIAL EDUCATION & PROFESSIONAL DEVELOPMENT, INC. The Society for Financial Education & Professional Development, Inc. to Take a Closer Look at Financial Decision Making
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he Society for Financial Education & Professional Development, Inc. (SFE&PD) continues to successfully implement its educational programs, including financial literacy training on college campuses and in lowto moderate-income communities nationwide. SFE&PD Financial decision-making experts discuss financial education issues during the President’s Advisory Council on Financial Capability for Young Americans Listening hosted its eighth annual Financial Literacy Leadership Session. Conference in Arlington, Va., with the theme “Financial Literacy: Financial Decision-Making.” This dynamic professional development event brought together leaders with outstanding knowledge and research on financial matters. The conference included varied interactive workshops and plenary sessions, ranging from “Culture and Financial Decision-Making” to “Best Practices in Financial Education: Colleges and Universities.” Each year, SFE&PD assembles the best minds in the financial literacy and research field to collaborate on new ways to educate a broader segment of our society.
IMPACT REPORT 2015 | 63 CONGRATULATIONS The Society for Financial Education & Professional Development, Inc.!
COMPANY OF THE WEEK
LPL FINANCIAL LPL Paints a Brighter Future in Boston
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he spirit of service was in the air as LPL Financial advisors, employees, sponsors and community volunteers painted murals to benefit City Year and the Boys & Girls Clubs of Boston. The event kicked off LPL’s Focus 2015 conference, which thousands of advisors attend every year. Dozens of attendees spent hours filling in murals and college pennants representing nearby colleges to proLPL Financial Chairman and CEO Mark Casady paints a mural that now hangs on the vide inspiration for children wall in one of the Boys & Girls Clubs in Boston. to dream bigger. Academic success is priority outcome area for Boys & Girls Clubs of Boston, and because of LPL, each of the 11 clubs will now have visual reminders on display to help kids stay focused and motivated. The LPL Foundation hosted the event and partners with organizations that help individuals achieve their aspirations in life. The foundation creates partnerships through volunteer and financial support that enhance access to educational and career resources, thereby fostering economic empowerment for underserved individuals and families in local communities.
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CONGRATULATIONS LPL Financial!
COMPANY OF THE WEEK
TSYS TSYS Donates More Than 1,000 Backpacks to Children in Columbus
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SYS team members in Columbus, Ga., stuffed 1,070 backpacks for the Stuff the Bus initiative organized by the United Way of the Chattahoochee Valley. Team members also collected supplies for 60 more backpacks and raised enough money to purchase 43 additional stuffed bags. The United Way values each bag at $30, which puts a $35,190 value on the TSYS contribution. At a celebration to reveal how many backpacks team members had stuffed, Bill Pruett, senior EVP and president of North America services at TSYS, thanked team members for Bill Pruett, TSYS senior EVP and president of North America Services, their contributions. “This is what makes thanks TSYS team members for their efforts to donate more than 1,000 backpacks to students. us a great company. I’m proud of you,” he said. Scott Ferguson, president and CEO of the Chattahoochee Valley United Way, noted that 68 percent of Muscogee County students live in poverty, and the backpacks that the United Way collects will be given to schools with the highest rates of students living in poverty.
CONGRATULATIONS TSYS!
IMPACT REPORT 2015 | 65
COMPANY OF THE WEEK
WEBSTER BANK Webster Features Videos to Help Prevent Elder Financial Exploitation
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rom travel scams to false promises, financial fraud and exploitation, sadly, often target seniors—and sometimes they are even victims of the very people they know and trust the most. For more than a year, Webster Bank has provided more than 80 free seminars at senior centers, libraries and other public places in Connecticut, Massachusetts, Rhode Island and New York to help individuals protect themselves or someone they love from Linda DeMarco, senior vice president and manager of Webster’s Metro East being taken advantage of finanbanking center market, speaks to retirees at a senior living community in Fall cially. As a way to continue this River, Mass. ongoing educational effort, the bank has posted video vignettes on YouTube as well as on the bank homepage and on a special section on the website. The goal of the videos is to prevent this troubling trend from continuing. Also provided is contact information in case fraud is suspected.
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CONGRATULATIONS Webster Bank!
COMPANY OF THE WEEK
TD BANK TD Bank Brings Change to Local Communities
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D Bank recognizes that small change can have a big impact. TD Bank has launched Bring Change, a weekly effort throughout the Maine to Florida footprint, to help make a difference. TD Bank penny arcade coin-counting machines serve as designated hubs to support local organizations and people in need. Every Green Friday, TD Bank invites the community to a participating store and hosts a community coin-counting event and fundraiser. Some of the causes include supporting affordable housing, helping people recover from natural disasters, protecting our environment, funding the arts and developing programs that educate and inspire children. TD Bank will match up to $2,000 and donate to selected individuals or organizations. People can donate all or a portion of their coins counted to make a meaningful difference in the community. Since May, TD Bank has raised more than $360,000 in donations and helped 140 organizations and individuals!
TD Bank collected change for the Boynton Beach Police Department K-9 Unit.
CONGRATULATIONS TD Bank!
IMPACT REPORT 2015 | 67
COMPANY OF THE WEEK
NORTHERN TRUST CORPORATION Northern Trust Stays Committed to Educating Students
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ince 1991, Northern Trust has partnered with the Chicago Summer Business Institute to provide high school students with financial sector internships. Each year, high-performing students from Chicago public, parochial and private schools are chosen to partner with some of Northern Trust’s most innovative financial minds. Through project work, children are exposed to careers in finance. Northern Trust’s program includes additional benefits, such as college prep sessions, resume writing, interview skills and oneon-one mentoring. Northern Trust’s chairman and CEO, Rick Waddell, takes a personal interest in the students, joining them every year for a discussion on leadership and working in financial services. Terra Martire, manager of college and university programs at Northern Trust, believes that Trust’s employees are energized by their work with the students. She’s proud that they are able to connect with the communities they serve in this very personal way.
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Northern Trust Chairman and CEO Rick Waddell meets with a CSBI intern after conducting a leadership and financial services seminar.
CONGRATULATIONS Northern Trust Corporation!
COMPANY OF THE WEEK
BB&T CORPORATION BB&T Lighthouse Project
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hy am I here? How do I fit in? Does what I do really matter? Most people ask themselves such questions at some point in their lives. At BB&T, associates have those same questions, but BB&T believes the answer is simple: We’re here to make a difference. The BB&T Lighthouse Project gives associates an opportunity to live out the company’s mission of helping make local communities better places to live and work. BB&T does that by partnering with local non-profit organizations to determine the best ways to assist the community. BB&T then works within its teams to make it happen, from buying necessary items to taking time away from the office to lend a helping hand. Since Several BB&T associates in Greensboro, N.C., volunteered with Out of the Garden Project activities. The mission of the Out of the Garden Project is to 2009, the BB&T Lighthouse Projshow tangible signs of love so that no children go to bed hungry. ect has completed more than 7,700 local projects. Associates have given more than 385,000 volunteer hours and helped improve the lives of 11 million people. YOU can make a difference in someone’s life. You can make it happen!
CONGRATULATIONS BB&T Corporation!
IMPACT REPORT 2015 | 69
COMPANY OF THE WEEK
CAPITAL ONE FINANCIAL CORPORATION Capital One and Adaptive Path Take a Human-Centered Approach to Better the Community
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daptive Path was founded in 2001 as a pioneer in user-experience design and later joined Capital One. They now lead highly strategic projects for multiple business units and innovation labs across the company. They work in small, cross-disciplinary design teams that define smart strategies, leading to more human and valuable service and product experiences. The mission of AdaptivePath.org is to “inspire, enable and involve others to create great human experiences that impact the community and transform us all.” Adaptive Path has always been as much an idea as it is a company: the idea that designing for human experiences is transformative. Bringing the needs of people to the forefront is the best way for organizations, businesses and communities to solve problems in new, effective and meaningful ways. AdaptivePath.org will share more ideas, tools and methods and will showcase their practices in action by applying them to—and eventually involving the community in—pro bono engagements and community programs. Adaptive Path is a team of designers excited to share ideas and partner with socially responsible groups to use design for the good of mankind.
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CONGRATULATIONS Capital One Financial Corporation!
COMPANY OF THE WEEK
MUFG UNION BANK, N.A. MUFG Union Bank Employees Volunteer with San Diego Habitat for Humanity
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hroughout the year, MUFG Union Bank employees in consumer lending help clients navigate the often complex journey to homeownership. At their desks, in conference rooms, and on computers and phones, these dedicated employees help make the dreams of owning a home come true. This summer, they had the opportunity to help families achieve homeownership in a different way. MUFG Union Bank employees volunteered in a daylong homebuilding event in the San Diego Habitat for Humanity (SDHFH) Elm Street Community to help build nine homes. The bank is a sponsor of the Elm Street Community and has donated more than $15,000 through their foundation to SDHFH. The 11 new Elm Street homes will go to local families in need, including one disabled veteran and his family. “We’re proud to partner with San Diego Habitat for Humanity to serve our local community and to help make homeownership a reality for these families,” said MUFG Union Bank Managing Director Jim Francis, head of consumer lending. More than 50 employees of MUFG Union Bank’s consumer lending group, along with their families and friends, gave back to their local community by building homes in Escondido, Calif., to benefit Habitat for Humanity.
CONGRATULATIONS MUFG Union Bank, N.A.!
IMPACT REPORT 2015 | 71
COMPANY OF THE WEEK
PEOPLE’S UNITED BANK People’s United Bank Partners With Habitat for Humanity Chapters for World Habitat Day
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n recognition of World Habitat Day on Oct. 5, People’s United Bank partnered with Habitat for Humanity chapters throughout its footprint in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine. Teams of People’s United Bank employee volunteers joined World Habitat Day efforts through a total of 15 Habitat for Humanity home-builds. People’s United Community Foundation and People’s United Community Foundation of Eastern Massachusetts have awarded more than $100,000 in grants to Habitat for Humanity chapters. “It’s great to see our employees coming together and living out our corporate culture of giving back to the communities we serve,” said Jack Barnes, president and CEO of People’s United Bank and chairman of People’s United Community Foundation. “We look forward to collaborating with our local Habitats to help provide long-term housing stability for individuals and families.” A group of People’s United Bank employees join together for a team build in Middlebury, Vt., with Habitat for Humanity of Addison County, as part of a corporate-wide World Habitat Day recognition effort.
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CONGRATULATIONS People’s United Bank!
COMPANY OF THE WEEK
SANTANDER BANK, N.A. Santander Bank Colleagues Mentor Small Business Entrepreneurs
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ver 100 entrepreneurs gathered to learn from top-tier business school professors and connect with capital providers at a recent forum hosted by the Initiative for a Competitive Inner City. The organization’s Inner City Capital Connections program was held at the Federal Reserve Bank in Boston. Colleagues from Santander Bank, N.A. volunteered as coaches and panelists at the event and provided feedback to participants on their business plans. Risk Manager Meuysinh Saelee stated, “I believe all achievements begin with an idea. Jennifer Harkins, left, consumer deposit product manager, and The business plans presented at the coach- Colleen Gallahue, treasury analyst, from Santander Bank recently volunteered as coaches for an event hosted by the Initiative for a ing sessions showed that these business Competitive Inner City. owners are at the forefront of innovations. Their passion and impetus will create momentum for success, not only for the participants, but for our community as a whole. Santander Bank looks forward to participating in future events to support local entrepreneurs.
CONGRATULATIONS Santander Bank, N.A.!
IMPACT REPORT 2015 | 73
COMPANY OF THE WEEK
FIFTH THIRD BANK Fifth Third Leads the Financial Literacy Charge for Financial Industry ‘Come Together Day’
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n an unprecedented collaboration led by Fifth Third Bank, more than 300 volunteers from 11 area banking institutions taught lessons on the importance of saving to more than 4,500 seventh and eighth graders in Cincinnati Public Schools. Volunteers reached more than 155 classrooms in 20 district high schools and neighborhood schools, where they addressed the lack of financial literacy. Volunteers taught lessons as part of Teach Children to Save, an initiative centered on the principles and value of saving. This is one of many examples of financial empowerment efforts that take place throughout the Fifth Third Bank footprint. Fifth Third Bank believes that lives are improved when people have the knowledge and tools to make wise financial decisions. Fifth Third’s L.I.F.E.—Lives Improved through Financial Empowerment®—programs deliver financial education to people at all ages and stages of life. Partner companies and volunteers attend the event press conference.
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CONGRATULATIONS Fifth Third Bank!
COMPANY OF THE WEEK
CATERPILLAR FINANCIAL SERVICES CORPORATION Cat Financial Gets in the Game for United Way
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n August, Caterpillar Financial Services Corporation employees proved that they were “Game On For Giving,” during the company’s annual United Way campaign. The campaign kicked off with service opportunities at five different local non-profit organizations in Nashville, Tenn. This year’s campaign featured a sports theme, and events included a kickoff tailgate party, leaderThis year’s Game On For Giving campaign raised more than $674,000 for United Way ship investor event, 5K run and brought together employees for a fun and engaging month at Cat Financial. and one-mile walk, sports trivia, tricycle races, bingo, ice cream social and a highly competitive lip sync battle, which proved to be the hit of the campaign. The final numbers are in, and with a generous match from the Caterpillar Foundation, Cat Financial employees raised more than $674,000 for United Way—a campaign record! It takes a dedicated team of employees, a fan base of company leaders and a strong game plan to make a difference in the community.
CONGRATULATIONS Caterpillar Financial Services Corporation!
IMPACT REPORT 2015 | 75
COMPANY OF THE WEEK
SUNTRUST BANKS, INC. SunTrust Employees Partner to Make a Difference
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unTrust Banks, Inc. has partnered with the Living Classrooms Foundation for nearly a decade. Living Classrooms strengthens communities and inspires people to achieve their potential through hands-on education and job training, using urban, natural and maritime resources as “living classrooms.” The foundation’s programs emphasize academic achievement and school completion, job preparedness and all-important life skills—including SunTrust teammates receive last-minute instructions before teaching financial literacy—to residents in dis- financial education courses to children in Baltimore and Washington, D.C. tressed and low-income communities. SunTrust operates a financial literacy center at the Living Classrooms-run POWER House (Providing Opportunities to Work, Expand and Rise) Community Center in Baltimore. All classes at the SunTrust Foundation Financial Education Center are taught by bank volunteers and include topics such as saving, budgeting and prioritizing to meet needs on a limited income. The POWER House serves more than 60 adults and 40 children each day. SunTrust also delivers financial education through Living Classrooms’ Project SERVE (Service-Empowerment-Revitalization-Volunteerism-Employment training) program. SERVE provides on-the-job training for 150 unemployed and disadvantaged young adults per year.
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CONGRATULATIONS SunTrust Banks, Inc.!
COMPANY OF THE WEEK
BARCLAYS Barclays Employees Give Back in October
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n Oct. 1, Barclays’ annual Make a Difference volunteering campaign kicked off, with employees helping young people achieve their ambitions as part of 5 Million Young Futures. In 2014, over 15,000 colleagues participated in Make a Difference by volunteering 110,000 hours of their time across 33 countries. During October, thousands of employees around the world volunteered with young people to develop vital enterprise, employment and financial skills. This one-month period encourages employees to give their time and skills to support young people in their local communities. Senior leaders across Barclays likewise participate in giving back to their local communities. Tom King, CEO of the investment bank, spent time in October teaching middle school students about the importance of attending college. The goal is to help them to understand the value of higher education and its impact on future opportunities, knowledge and earnings potential. Volunteers lead students in an outdoor “math Olympics” contest to encourage physical activity and math skills practice.
CONGRATULATIONS Barclays!
IMPACT REPORT 2015 | 77
COMPANY OF THE WEEK
POPULAR, INC. Banco Popular Foundation Recognizes 100 Students With Excellence Award
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he Banco Popular Foundation recognized 100 students from different municipalities in Puerto Rico with the Rafael Carrión, Jr. Excellence Award. This award recognizes the excellent educational performance of young people who have completed their senior year of high school. The award is given based on the criteria used in the Evaluation and University Admission Exam and two or more tests in the Advanced Placement program. During the Students receive the Rafael Carrión, Jr. Excellence Award. past 11 years, more than 1,000 students have been recognized. “I am very proud to celebrate the excellence of this group of young students, who represent the academic talent of our island and are our best bet toward building a better future,” said Richard L. Carrión, CEO of Popular, Inc. and chairman of the board of trustees of the Banco Popular Foundation. The Banco Popular Foundation also provides college scholarships through the Rafael Carrión, Jr. Scholarship Fund to the children of Banco Popular employees and pensioners. This year, 215 scholarships were awarded. A total of 1,311 students have benefited from the fund since its creation.
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CONGRATULATIONS Popular, Inc.!
COMPANY OF THE WEEK
TD BANK TD Bank Empowers Through Financial Education
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D Bank knows that teaching financial education to our children and local communities helps consumers become better money managers and sets them up for future financial success. But what about supporting those who are doing the teaching? TD Bank partnered with Ceridian LifeWorks and T. Rowe Price to launch a series of internal financial education webinars to support its own employees with their financial goals. “Giving our own TD Bank employees and the TD Bank mascot discuss the value of different employees more information items during a WOW! Zone lesson in North Carolina. about money management enables them to have better conversations with customers and feel more confident in their skills when teaching financial education classes in their community,” said Andrea Johnson, head of U.S. financial education at TD Bank. Many employees who participate are also financial education instructors who said the webinars support what they are teaching in the communities and give them new tools and tips to ensure students and adults understand the topics being taught. TD Bank has taught financial education lessons to 1,600 classrooms and 30,000 students—and has plans to teach more.
CONGRATULATIONS TD Bank!
IMPACT REPORT 2015 | 79
COMPANY OF THE WEEK
SYNOVUS Synovus Supports Operation HOPE Through Board Membership, HOPE Inside Office
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ynovus Chairman and CEO Kessel Stelling was invited to participate in a CEO perspectives panel at the January 2015 Operation HOPE Global Forum. Since then, Synovus General Counsel Allan E. Kamensky joined the Operation HOPE southeastern board of directors and in July, Synovus opened an Operation HOPE office to deliver the HOPE Inside program to individuals throughout the Columbus, Ga., and Phenix City, Ala., region. HOPE Inside is part of Operation HOPE’s Project 5117 initiative to provide financial empowerment opporFrom left: Chairman of Columbus Bank and Trust and Synovus Regional CEO Billy Blanchard with HOPE Inside Financial Management Consultant tunities to underserved and underDon Thomas, Georgia State Representative Calvin Smyre and Operation resourced communities. The office is HOPE Atlanta Market Region President Louis Negron at the HOPE Inside office dedication event. the first of its kind in the Columbus region. Synovus celebrated its Operation HOPE relationship with a grand opening event at the HOPE Inside office and introduced to the public HOPE Inside counselor Don Thomas. Thomas offers credit and money management counseling to consumers, plus a 700 Credit Score Communities program as well as entrepreneurial training for aspiring small business owners.
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CONGRATULATIONS Synovus!
COMPANY OF THE WEEK
UNUM Unum Employees Teach JA in a Day
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hirty Unum employees recently spent a day teaching Junior Achievement’s JA in a Day at Presumpscot Elementary School in Portland, Maine. JA in a Day is an alternative way to teach Junior Achievement (JA) programs, allowing volunteers to present six lessons in one school visit. Unum employees paired up to tag-team the curriculum. They taught students about the basic concepts of business and economics and how education is relevant to the workplace. “I wanted to let you know what an amazing day we had with Presumpscot School, teaching Junior Achievement to all 17 classrooms!” said Michelle Anderson, president of JA Maine. “The volunteers from Unum were outstanding and went above and beyond to prepare for the lessons and to create a fun-filled day for the students.”
Unum volunteers prepare to teach for a day at a local elementary school.
CONGRATULATIONS Unum!
IMPACT REPORT 2015 | 81
COMPANY OF THE WEEK
BMO FINANCIAL CORP. Kids Learn How to Save, Spend and Share Money at BMO’s Bango Brunch
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eet Bango. He’s a friendly, furry, six-foot-tall deer— well, a buck, actually. He loves kids, he dances like a pro and he’s the mascot of the Milwaukee Bucks basketball team. Bango is also more financially savvy than your average deer and recognizes the importance of teaching kids early on about managing money. Bango helped gather more than 130 Milwaukee-area kids and their parents, invited by several local non-profits, at the BMO Harris Bradley Center for a day of food, fun, basketball—and financial education. Starting with $20 (play money), the kids could “save, spend and share” at each of three booths, staffed by employee volunteers. Parents were invited to visit a separate area where they learned about the Talk With Our Kids About Money program. The program’s website includes tools and resources for parents to work money conversations into day-to-day interactions with their kids. Later, attendees were guests of BMO Harris and the Milwaukee Bucks at a basketball game.
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CONGRATULATIONS BMO Financial Corp.!
COMPANY OF THE WEEK
BBVA COMPASS BBVA Compass Chairman and CEO Volunteers Time to Teach Financial Literacy to Third Graders
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BVA Compass Chairman and CEO Manolo Sánchez spent the morning of Oct. 19 at the KIPP CONNECT campus in Houston, teaching financial literacy to a classroom of students. Sánchez spent roughly seven hours at the KIPP CONNECT campus over the past few weeks. He taught students financial literacy from Junior Achievement’s third-grade curriculum. KIPP CONNECT is presently serving 860 students. “I’m on BBVA Compass Chairman and CEO Manolo Sánchez teaches financial the board of KIPP Houston Public literacy to students at the KIPP CONNECT campus in Houston, Texas. Schools, which advises the KIPP public charter school system in the city,” said Sánchez. “Being on the board for more than a year, I wholeheartedly believe in KIPP’s mission.” The Oct. 19 visit included Sánchez teaching the thirdgrade students how a bank account works Including what it means to withdraw and deposit funds, and how to balance a budget. KIPP Houston Public Schools includes 24 schools and is committed to enhancing educational opportunities for low-income students. KIPP’s track record includes getting nearly 50 percent of eighth graders to graduate college, six times the overall Harris County average for low-income youth.
CONGRATULATIONS BBVA Compass!
IMPACT REPORT 2015 | 83
COMPANY OF THE WEEK
NORTHERN TRUST CORPORATION Northern Trust: Education Is the Cornerstone of Success
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orthern Trust believes that education is the cornerstone of success for individuals, families and communities. Unfortunately, an enormous disparity still exists when it comes to access. This is illustrated by the simple fact that low-income neighborhoods average only one ageappropriate book for every 300 children, while moderate-income neighborhoods average 13 books to every child. Doing its part to promote education through childhood literacy, Northern Trust collaborated with United Way of Metropolitan Chicago and the Greater Auburn-Gresham DevelLori Paris, Northern Trust partner and member of Women In opment Corporation to present 10 Little Leadership Business Resource Council, paints some of the small libraries to hold the donated books. Free Libraries to this underserved neighborhood. Each library was sponsored by a different Northern Trust employee resource group Including Women in Leadership and the LGBT Business Resource Council. The project aims to inspire a love of reading and to improve literacy through free book exchanges for students and families. As part of this long-term commitment to literacy, Northern Trust partners will also volunteer by reading to students. Â
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CONGRATULATIONS Northern Trust Corporation!
COMPANY OF THE WEEK
BARCLAYS Barclays’ Senior Leaders Give Back During Make a Difference Campaign
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oe Corcoran, head of markets for Barclays’ Investment Bank, spent time with social entrepreneurs as part of Barclays’ annual Make a Difference volunteering campaign. This one-month period encourages employees around the world to give their time, not money, to develop the enterprise, employability and financial skills of young people. In partnership with Echoing Green—a non-profit social venture fund—Corcoran and other senior Barclays’ leaders spent time with seven An Echoing Green Fellow spends time with Joe Corcoran and other Echoing Green Fellows. They helped the senior leaders. fellows tackle difficult business challenges during the early stages of their careers. Barclays’ relationship with Echoing Green, and its employee volunteering, demonstrates that through its core business Barclays is able to strengthen the communities it serves with both economic and intellectual capital. On his involvement, Corcoran says, “I truly enjoyed working with Echoing Green’s Fellows. It’s a great opportunity to interact with individuals who are going to change the world, and if we can help them to accelerate their goals even in just a small way, that’s something of which we should be very proud.”
CONGRATULATIONS Barclays!
IMPACT REPORT 2015 | 85
COMPANY OF THE WEEK
COMERICA INCORPORATED Employees Participate in 60 Service Projects During Comerica’s National Days of Service
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omerica Cares volunteers spent September volunteering to make a difference. Comerica Bank recently celebrated its eighth annual National Days of Service, during which hundreds of Comerica Cares volunteers logged thousands of hours supporting community service projects throughout the bank’s five primary markets: Texas, Comerica’s Houston colleagues worked at the Houston Food Bank, where they filled Arizona, California, boxes, loaded up 19 pallets and packed 5,130 meals for senior citizens in the Florida and Michigan. “By 855 Houston area. giving back, we are making a positive impact in the communities where we live and work,” said Patricia McCann, vice president and national civic affairs manager, Comerica Bank. The monthlong National Days of Service initiative spotlighted the importance of volunteerism in all of Comerica’s markets. Comerica Cares volunteers can be found tutoring local students, providing financial education to veterans, singing in church choirs, cleaning up parks, volunteering at fundraising events and more, throughout the entire year. Through 2014, Comerica colleagues recorded more than 72,000 service hours, which equates to more than $1.6 million in volunteer time.
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CONGRATULATIONS Comerica Incorporated!
COMPANY OF THE WEEK
FIFTH THIRD BANK Fifth Third Bank Georgia Volunteers Support JA BizTown
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ifth Third Bank (Georgia) employees volunteered to provide assistance to students from Camp Creek Middle school in Atlanta as they spent the day in a simulated business environment. In September, several Fifth Third Bank employees committed over 120 hours of service to over 90 sixth-grade students, providing financial education, coaching and small business technical assistance. Junior Achievement (JA) BizTown is an opportunity for students to interact within a simulated economy and to take on the roles of employee, taxpayer and consumer. During the visit to JA BizTown, students receive job assignments and work in teams at their assigned business to try to generate a profit. Fifth Third Bank volunteers served as business consultants for the day, coaching a group of students through the decisions and tasks they needed to complete. This is one of many ways Fifth Third Bank is able to demonstrate its commitment to financial empowerment.
Fifth Third Bank Georgia employees commit over 120 financial empowerment service hours at JA BizTown to benefit sixth graders from Camp Creek Middle School in Atlanta.
CONGRATULATIONS Fifth Third Bank!
IMPACT REPORT 2015 | 87
COMPANY OF THE WEEK
TSYS TSYS Gives $25,000 to Phenix City Schools
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hanks to a $25,000 gift from TSYS, Phenix City, Ala., Schools will create the TSYS Coding Lab, where middle school students can learn to write code. “Education is a huge, important piece of who we are as a company,” TSYS Chairman, President and CEO Troy Woods said when he presented the gift to Phenix City Schools Superintendent Randy Wilkes. “We clearly see TSYS Chairman, President and CEO Troy Woods presents a $25,000 gift to Phenix City this as an investment not Schools Superintendent Randy Wilkes and members of the Phenix City Schools Board for the creation of the TSYS Coding Lab. only in the children in our community but also in the future of our company.” The TSYS Coding Lab will be located in the new Dyer Family STEM Center in Phenix City. The lab will be used to teach sixth- and seventh-grade students how to write code. TSYS is a Partner in Education with Downtown Elementary Magnet Academy and Shaw High School as well as Columbus State University (CSU) and Troy University. In July, TSYS and CSU announced a partnership to develop a cybersecurity program.
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CONGRATULATIONS TSYS!
COMPANY OF THE WEEK
BBVA COMPASS BBVA Compass Volunteers Fan out for Second Annual Week of Service
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ore than 2,000 BBVA Compass volunteers fanned out across the bank’s footprint for its second annual Week of Service, helping BBVA Compass surpass its goals for the initiative. The BBVA Compass Week of Service is part of the bank’s mission to give back to its communities and help build brighter Denver Market CEO Cedric Buchanon teaches financial education to students at futures for those most Kullerstrand Elementary School as part of the bank’s second annual Week of Service in need. Bank employees initiative. gave nearly 10,000 hours of their time to activities centered around five themes: affordable housing, small business assistance, financial education, pro bono services and community revitalization. “Giving back is one of the most rewarding things we can do as a company, especially when it involves empowering people to take control of their financial lives,” said BBVA Compass Chairman and CEO Manolo Sánchez, who taught financial education to students at Houston’s KIPP Connect charter school during the Week of Service. BBVA Compass formalized its commitment to its communities by giving employees 16 hours of paid time off each year to use toward volunteer service.
CONGRATULATIONS BBVA Compass!
IMPACT REPORT 2015 | 89
COMPANY OF THE WEEK
SANTANDER BANK, N.A. Colleagues from Santander Bank, N.A. Give a Helping Hand with an Affordable Housing Project to Benefit Local Families
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abitat for Humanity Philadelphia recently broke ground on a new homeownership project in north Philadelphia. Throughout the months of September and October, colleagues from Santander Bank participated in team builds at the new Turner Street site, where they assisted with painting, framing, putting up drywall and cleaning up the Santander Bank colleagues and Habitat for Humanity AmeriCorps members at the grounds. Five families will Turner Street build. be able to call this project home when it is completed in 2016. These new homes are on formerly vacant lots and provide much-needed affordable housing. Jim Wujcik, business banking executive at Santander, stated, “We all have a responsibility to give back to the communities where we live and ‘pay it forward.’ While this was a great team-building experience, at the end of the day we were able to look back and realize our efforts provided a little bit of hope for a family in need.” The Habitat for Humanity team build is one of the many ways Santander colleagues volunteer in their communities.
90 | IMPACT REPORT 2015
CONGRATULATIONS Santander Bank, N.A.!
COMPANY OF THE WEEK
BANK OF HAWAII Bank of Hawaii Employees Help Beautify Iconic Ala Moana Beach Park in Honolulu
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ank of Hawaii celebrated its 10th annual Community Service Day on Saturday, Oct. 24, at Ala Moana Beach Park, a 100-acre park with a more than one-mile stretch of sand and adjoining beach, located a mile from Waikiki Beach. Nearly 200 Bank of Hawaii employees, family and friends helped to beautify the iconic park, referred to as the “people’s park.” Working with the Bankoh Blue Crew volunteers paint the mile-long pedestrian pathway. City & County of Honolulu’s Department of Parks and Recreation, volunteers applied a new surface coating to the mile-long pedestrian pathway. Volunteers, also known as the Bankoh Blue Crew, scraped and repainted 65 picnic tables throughout the park. “Our parks are such an essential part of livable, sustainable communities that we were excited to partner with our city and county to help rejuvenate one of our most popular parks. On behalf of Bank of Hawaii, we’re so proud to be enriching the lives of the nearly 1 million parkgoers who use this space every year,” said Chairman, President and CEO Peter Ho.
CONGRATULATIONS Bank of Hawaii!
IMPACT REPORT 2015 | 91
COMPANY OF THE WEEK
ASSURANT, INC. Assurant Employees Extend Helping Hands to Support United Way
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ssurant’s partnership in support of United Way dates back more than 25 years. During this year’s annual campaign, Assurant employees from 24 U.S. locations came together to participate in volunteer events and to raise money for local United Way chapters and affiliate charities. These giving opportunities helped reinforce community spirit and the company’s core values—common sense, common decency, uncommon thinking and uncommon results. “We support United Way because of their impressive track record for effectively doing United Way of New York City CEO Sheena Wright presents the Champion Circle recognition to Assurant CEO Alan Colberg and Chief Human what matters: advancing the common Resources Officer Robyn Price Stonehill at Assurant’s New York office good by creating opportunities for a campaign kickoff. better life for all,” said Assurant President and CEO Alan B. Colberg. Whether carrying a karaoke tune, battling it out for best lip sync group, baking to raise some dough or quietly participating in silent auctions, all employees’ efforts count to help make a difference. Preliminary employee pledges and fundraising amounts totaled more than $730,000 for the 2015 campaigns. The Assurant Foundation is matching employee donations during the campaign dollar-for-dollar, helping contributions to United Way go further.
92 | IMPACT REPORT 2015
CONGRATULATIONS Assurant, Inc.!
COMPANY OF THE WEEK
SYNOVUS Synovus and Community Partners Provide Arts Residency for Local Elementary Students
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ynovus has played an important role in its hometown of Columbus, Georgia, for more than 125 years. In Muscogee County/ Columbus alone, the company supports nearly 100 organizations. Recently, two of Synovus’ longstanding community partners— South Columbus, a Title I school, and the RiverCenter for the Performing Arts—collaborated to provide an arts opportunity for local schoolchildren. The RiverCenter offered South Columbus arts students a residency with artist Kevin Reese. The students built The school sculpture residency, which was funded by Synovus includes in-class instruction on art, math, physics and other academic and real-world concepts. a 30-foot mobile that will hang in RiverCenter’s lobby. As part of the residency, which was underwritten by Synovus, students also attended Reese’s performance of “A Perfect Balance” and the installation reception. As a partner in education, Synovus focuses its efforts at South Columbus on career development, academic success, life enrichment and faculty/ staff development. Through this residency at RiverCenter, Synovus is proud to have played a part in enriching the lives of South Columbus students as only the arts can.
CONGRATULATIONS Synovus!
IMPACT REPORT 2015 | 93
COMPANY OF THE WEEK
NORTHERN TRUST CORPORATION Northern Trust Employees Donate Their Expertise
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orthern Trust supports communities and not-for-profit agencies in many ways including the gift of our employees’ intellectual capital and expertise, otherwise known as skills-based volunteering. During national Pro Bono Week, Northern Trust partnered with the Taproot Foundation and several other organizations in Chicago to host its annual Scope-A-Thon. This event helps solidify community partnerships by providing value-added support beyond Northern Trust’s annual grants, allowing organizations to grow their capacity and more Northern Trust Chairman Rick Waddell joins volunteers to chat about effectively deliver their missions. Through the projects they worked on during the Scope-A-Thon. these pro bono assignments, Northern Trust provides employees with a more meaningful volunteer experience, with hopes of building long-term opportunities to share their hard-earned expertise. The organizations presented volunteers with issues ranging from marketing to strategic planning. Access to this level of expertise is not just beneficial but also critical to the success of smaller not-for-profits that lack the funding to hire consultants or additional staff. On average, these opportunities can result in savings of up to $40,000, according to case studies.
94 | IMPACT REPORT 2015
CONGRATULATIONS Northern Trust Corporation!
COMPANY OF THE WEEK
REGIONS Regions Associates Mentor Students Bound for Tennessee Community and Technical Colleges
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egions Bank associates are helping students from financially challenged families in Tennessee achieve their dreams of going to college. Two intertwined and innovative programs make it possible: Tennessee Promise, a statewide scholarship providing two years of tuition-free attendance at community or technical colleges, and tnAchieves, a mentoring program that pairs volunteers At Pellissippi State Community College in Knoxville are, from left, student with eligible high school stuAbbey Parrott, who received a Tennessee Promise Scholarship and tnAchieves mentoring; the college’s president, Dr. Anthony Wise; tnAchieves Executive dents to provide individual Director Krissy DeAlejandro; and Regions associate Ramon Rodriguez, who guidance while helping them to volunteers as a tnAchieves mentor. become college ready. During the 2014-2015 school year, 53 Regions associates served as tnAchieves mentors in Tennessee. They used Regions’ Financial Fundamentals and Insights, which provides valuable information, seminars, tips and tools, such as free online calculators, all designed to help people make better financial decisions. “This combination of scholarships and mentors is a game-changer for our state as we focus on increased post-secondary attainment and economic viability,” says tnAchieves Executive Director Krissy DeAlejandro.
CONGRATULATIONS Regions!
IMPACT REPORT 2015 | 95
COMPANY OF THE WEEK
BMO FINANCIAL CORP. Talking About Money: Bridging the Disconnect Between Kids and Parents
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alking about money isn’t always easy, and it can be confusing and overwhelming for adults and kids alike. That’s why BMO Harris is working to bridge the financial education gap with the Talk With Our Kids About Money program. At the heart of the program is its website, featuring a school-based program for seventhgrade teachers as well as a home-based program for parents with children of all ages. Within the section site for parents, resources are organized by age range, with ideas for activities in the community, day trips, games, music and TV shows and movies to watch. “BMO Harris Bank is proud to bring together key stakeholders in the lives of children. Our role in connecting parents, families, and schools with this valuable information is just another way we’re here to help,” says U.S. Country Head and CEO of BMO Financial Corp. Christopher Begy. Christopher Begy, U.S. country head and CEO of BMO Financial Corp., during a Talk With Our Kids About Money activity with students in Milwaukee, Wisc.
96 | IMPACT REPORT 2015
CONGRATULATIONS BMO Financial Corp.!
COMPANY OF THE WEEK
TD BANK 1,100 Volunteers Plant 1,300 Trees During TD Bank Tree Days
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his fall, TD Bank celebrated its fifth annual TD Tree Days by planting more than 1,300 trees over the course of 26 events, making this year’s TD Tree Days the best yet. As TD’s flagship urban greening program, TD Tree Days provides TD employees, customers and community partners with the opportunity to demonstrate leadership in environmental stewardship in their local communities. Over the past five years, thousands TD Bank volunteers plant a tree at a Miami TD Tree Days event. of volunteers have planted over 185,000 trees. TD Tree Days is just a small part of the TD Forests initiative, which is founded on two pillars: reduce and grow. It is the first program of its kind at TD, where the bank has embedded environmental practices into all aspects of its business. TD Green Streets, another program under TD Forests, provides 10 grants of $20,000 in support of local forestry projects in low- to moderateincome neighborhoods.
CONGRATULATIONS TD Bank!
IMPACT REPORT 2015 | 97
COMPANY OF THE WEEK
SUNTRUST BANKS, INC. SunTrust’s Week of Purpose Lights the Way to Financial Well-Being
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unTrust held weeklong community efforts that engaged hundreds of teammates in a variety of service projects; they ranged from advancing financial education to helping the homeless. “The Week of Purpose galvanizes our teammates to focus on several meaningful projects over the course of a short time to visibly demonstrate our commitment to ‘Lighting the Way to Financial Well-Being’ where we live and work,” said Rob McNeilly, president and CEO of SunTrust Bank, Middle Tennes- SunTrust teammates in Jacksonville, Fla., give back by building a home for a low-income family. see. In Nashville, 120 teammates participated in the Week of Purpose. Teammates in Jacksonville, Fla., taught 300 students about money and financial literacy. In Greenville, S.C., 70 SunTrust teammates in the upstate region delivered financial education to 1,000 students in six different elementary schools. SunTrust teammates across the organization raised more than $6 million for United Way programs and other community service organizations. Though its efforts to raise funds, volunteer and invest in the community, SunTrust is “Lighting the Way to Financial Well-Being.”
98 | IMPACT REPORT 2015
CONGRATULATIONS SunTrust Banks, Inc.!
COMPANY OF THE WEEK
WORKING IN SUPPORT OF EDUCATION MoneyPOWER Conference Held by w!se
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orking in Support of Education (w!se) held its 13th Annual MoneyPOWER Conference for Financial Literacy in New York City. The conference provided an opportunity for middle and high school teachers to deepen their knowledge of personal finance. Conference attendees were treated to a day of engaging workshops and presentations to enhance their personal finance instruction. At the conference, w!se also celebrated the exceptional achievements of schools and teachers who participate in its Financial Literacy Certification program. This award-winning national initiative improves the lives of young people by helping them graduate high school with the knowledge and skills that are critical to a life of financial well-being. Students can also become Certified Financially Literate and earn w!se’s coveted CFL™ credential if they pass w!se’s Financial Literacy Certification Test.
Gold Star Teacher Award Recipients at the 13th Annual MoneyPOWER Conference.
CONGRATULATIONS Working in Support of Education!
IMPACT REPORT 2015 | 99
COMPANY OF THE WEEK
LINCOLN FINANCIAL GROUP Lincoln Financial Volunteers Give Back Through United Way’s Annual Day of Caring
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ommunity involvement is one of the core principles upon which Lincoln Financial Group was built, and employees are empowered to participate in volunteer activities that support the communities where they live and work. This is particularly evident during the annual United Way Day of Caring, where hundreds of employees across each of the company’s six key cities volunteer their time at local non-profit agencies. Employees had the opportunity to volunteer at several non-profits in each of the key cities. At the Open Door Mission in Omaha, Neb., Lincoln Financial employees—such as these Day of Caring about 100 volunteers were packing, stacking volunteers at the Concord, N.H., City Auditorium—spread and shrink-wrapping boxes of food to give to throughout their communities, helping their neighbors live the hungry. In Merrimack County, N.H., one in greater lives with their work. five Day of Caring volunteers was from Lincoln Financial. In other city locations, volunteers helped local agencies by stocking pantries, tutoring, conducting financial literacy workshops, painting, gardening, doing repair projects and assisting clients. Lincoln’s participation in United Way’s Day of Caring has promoted the spirit and value of volunteerism, increased the awareness of local agencies and demonstrated what people working together can accomplish.
100 | IMPACT REPORT 2015
CONGRATULATIONS Lincoln Financial Group!
COMPANY OF THE WEEK
ASSOCIATED BANK Associated Bank and Brewers Community Foundation Team up for Hits for Homes
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his baseball season, Associated Bank and the Milwaukee Brewers Community Foundation teamed up to benefit Housing Resources, Inc. (HRI), a non-profit organization that provides support to low- to moderate-income homeowners and homebuyers. Through the Hits for Homes initiative, $250 was donated to HRI for every Brewers hit recorded during home games throughout the season. At the end of Associated Bank and the Milwaukee Brewers wrap up the Hits for Homes program with a $100,000 donation to Housing Resources, Inc. the season, a total donation of $100,000 was presented to HRI. In addition, Associated Bank and the Milwaukee Brewers Community Foundation partnered to conduct a tool drive at Miller Park to replenish the HRI Tool Loan supply. Baseball fans were invited to donate new or gently used tools in exchange for free tickets to a Brewers game. The tool drive raised 157 tools for HRI’s Tool Loan Center to help Milwaukee homeowners restore and maintain their homes.
CONGRATULATIONS Associated Bank!
IMPACT REPORT 2015 | 101
COMPANY OF THE WEEK
AMERIPRISE FINANCIAL 10,000 Ameriprise Financial Volunteers Feed Families in Need
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or the sixth year in a row, a surge of more than 10,000 volunteers from Ameriprise Financial arrived at warehouses, assembly lines and kitchens across the country to sort food donations and prepare meals— all to help families facing hunger. In total, more than 500 events took place, coast to coast, with Ameriprise employees, advisors and clients putting all of their energy into helping the more than 48 million Americans More than 10,000 Ameriprise Financial volunteers came together on Nov. 13 to struggling with hunger. Through package food items for families in need ahead of the busy holiday season. this massive volunteer effort, the company provided more than 1 million meals for people in communities nationwide. Ameriprise organizes the company-wide National Days of Service biannually to help the one in seven Americans who may not know where their next meal is coming from. Over the past six years, 54,000 Ameriprise volunteers have participated in more than 2,400 hunger-relief events nationwide.
102 | IMPACT REPORT 2015
CONGRATULATIONS Ameriprise Financial!
COMPANY OF THE WEEK
WELLS FARGO & COMPANY Wells Fargo Team Members Donate $98 Million to Communities
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n October, Wells Fargo celebrated another successful employee-giving campaign, with their team members pledging $69.7 million to 30,000 non-profits and volunteering 300,000 hours during the one-month-long initiative. When campaign dollars are combined with contributions made throughout the year, team members donated more than $98 million in 2015 During his volunteer shift at St. Anthony’s in San Francisco, Wells Fargo CEO John to causes they are passionate said, “It’s a privilege for me to be a part of this. Wells Fargo is invested in about. “Our team members care Stumpf our communities, and this, today, is an affirmation of that.” deeply about their communities and want them to be successful,” Wells Fargo Chairman and CEO John Stumpf said of the company’s annual Community Support Campaign. One example of Wells Fargo team members demonstrating their caring culture included Stumpf volunteering with 33 other team members at St. Anthony’s in San Francisco. St. Anthony’s serves about 3,000 meals every day to the homeless, people living in shelters, low-income residents trying to stretch limited dollars and anyone else in need. Wells Fargo has managed the largest workplace giving campaign in the U.S. for the past six consecutive years, according to United Way Worldwide.
CONGRATULATIONS Wells Fargo & Company!
IMPACT REPORT 2015 | 103
COMPANY OF THE WEEK
BB&T CORPORATION BB&T Offers One-Stop-Shop Financial Knowledge
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t BB&T, providing financial guidance and education is at the heart of what they do. Several programs support students and adults in a wide variety of ways. The Bank on Your Success curriculum is the latest BB&T-branded DVD series designed to help participants learn about the basics of banking and apply various tools such as budgeting and planning to their own lives. Each DVD is supported by a participant workbook in English and Spanish. Classes are facilitated by a banking team, all of whom work in that parEducation sessions are held in a variety of community settings, ticular community. During the past year, where all are invited to participate in gaining financial knowledge. BB&T bankers have provided more than 110 Bank on Your Success sessions with client churches and community organizations. The program has been embraced by faith leaders as a way to educate and assist their parishioners. In many cases, the banking teams who facilitate these educational programs speak the language, reflect the culture and understand the nuances of the community being supported.
104 | IMPACT REPORT 2015
CONGRATULATIONS BB&T Corporation!
COMPANY OF THE WEEK
THE WOMEN’S INSTITUTE FOR A SECURE RETIREMENT WISER Forum Features the iOme Challenge Winners
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he Women’s Institute for a Secure Retirement (WISER) hosted the iOme Challenge at a forum titled “Expanding Savings & Retirement Opportunities: Federal and State Solutions for the Generations.” The forum featured the iOme Challenge 2015 winning college team from Northeastern University. This year’s question asked college students to challenge status quo thinking about the current state of retirement and propose viable policy recommendations. Student teams were asked to develop research-based indicators and a system for ranking the 50 states on how WISER President Cindy Hounsell welcomes attendees to the forum. well they are prepared to handle the retirement of the millennial generation in 2040. Keynote speakers included Kathy Greenlee, assistant secretary for aging and administrator of the Health and Human Services administration for community living; Phyllis Borzi, assistant secretary of labor (Employee Benefits Securities Administration); and Mark Iwry, senior advisor to the secretary and deputy assistant secretary (retirement and health policy), U.S. Department of the Treasury. A panel of administration and congressional staff leaders also discussed current legislative proposals.
CONGRATULATIONS The Women’s Institute for a Secure Retirement!
IMPACT REPORT 2015 | 105
COMPANY OF THE WEEK
CAPITAL ONE FINANCIAL CORPORATION Capital One Gives Communities a ‘Future Edge’ With $150 Million in Grants
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uring October, Capital One hosted OneWeek 2015, a weeklong celebration of its commitment to community. Capital One associates took the opportunity to get out and volunteer, learn more about all that the bank does in its communities and celebrate its year-round volunteerism. Capital One also launched Future Edge, a new community-focused initiative that will provide $150 million in community grants over the next five years. As part of the Giving back is at the core of what Capital One does, and it’s one of the many OneWeek 2015 celebration, associ- reasons why it is a great place to work. ates had an opportunity to vote on a non-profit to receive a grant from Capital One. More than 1,500 votes were cast and the winner was Money Think. Money Think will receive a $50,000 grant from Capital One to help people take better control of their personal finances by equipping young adults to believe in themselves, navigate the financial decisions of adulthood and achieve financial independence.
106 | IMPACT REPORT 2015
CONGRATULATIONS Capital One Financial Corporation!
COMPANY OF THE WEEK
SER—JOBS FOR PROGRESS NATIONAL, INC. SER National Partners With Coca-Cola to Support Women’s Empowerment
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he partnership between SER National and Coca-Cola facilitates the SER Mujer program on women’s empowerment. It provides financial literacy, job training, and entrepreneurship and business development training to women. The program offers support to aspiring female entrepreneurs in Dallas/Ft. Worth, Texas; Washington, D.C.; Fresno and Los Angeles, Calif.; and Miami, Fla. Each program lasts six weeks and is available in a traditional workshop setting, online and in mobile application format. Participants are able to engage in a hybrid version of the course through a combination of classroom instruction From left: Ignacio Salazar, president and CEO of SER and the online format. Hundreds of women have National; Emma Trevino, SER Mujer program director; participated in the program, gaining essential Marcela Ramos, SER Mujer participant receiving an award as an acknowledgement and recognition of her efforts in guidance and peer support to aid their individual participation of SER Mujer; and Francisco Ibarra, SER entrepreneurial needs. Participants engage in eight her national board member. modules within the program that include risk management, tax planning and financial literacy. The program boasts 100 percent completion for participants who have enrolled in the classroom-setting workshops.
CONGRATULATIONS SER—Jobs For Progress National, Inc.!
IMPACT REPORT 2015 | 107
COMPANY OF THE WEEK
BANK OF THE WEST Bank of the West Celebrates Sixth Annual Philanthropy Awards
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ank of the West proudly announced the winners of its sixth annual Philanthropy Awards, awarding $100,000 each to Lava Mae and Barrio Logan College Institute. Through these awards, the bank honors organizations that are making strides to improve the quality of life for individuals and families. Since 2010, the bank has awarded more than $1 million in grants through its Philanthropy Awards. “Commitment to community is a core value for Bank of the West,” said Chairman and CEO From left: Jenny Flores, community affairs manager at Bank of Michael Shepherd. “Along with the experthe West; Jose Cruz, executive director of Barrio Logan College Institute; Doniece Sandoval, founder of Lava Mae; Cheryl Farley, tise we provide to help customers achieve wealth management group regional manager at Bank of the West; their financial goals, we are proud to give and Michael Shepherd, chairman and CEO of Bank of the West. back through corporate philanthropy, charitable investments and bank-wide volunteerism. By incorporating philanthropy into how we conduct business, we collaborate with more than 800 non-profit organizations addressing vital issues and enhancing the quality of life in the communities where we live and work.” Non-profit organizations were recognized in two categories: community impact and innovation.
108 | IMPACT REPORT 2015
CONGRATULATIONS Bank of the West!
COMPANY OF THE WEEK
PEOPLE’S UNITED BANK People’s United Bank Joins Financial Literacy Summit
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onnecticut, one of the wealthiest states in the Northeast, is also one of the worst in student financial literacy outreach. In an effort to find new ways to improve the financial literacy of Connecticut youth, People’s United Bank joined the Connecticut Jump$tart Coalition and the Office of the Connecticut State Treasurer to present the Connecticut Financial Literacy Summit. The summit drew together representatives of the educational, government, business and the non-profit sectors, as well as state leaders, policymakers and parents to begin Michael Casparino, Northern Connecticut president of People’s United discussing and collaborating on new Bank, touched upon People’s United Bank’s commitment to improving financial literacy throughout Connecticut and across the bank’s footprint, ways to improve the financial literacy and introduced Connecticut State Treasurer Denise L. Nappier. of Connecticut youth. People’s United employees have conducted nearly 1,000 financial education workshops across the bank’s footprint since 2014, helping over 25,000 individuals. “People’s United Bank plays a key role in helping youth to make smart financial choices,” said President and CEO Jack Barnes. “Through events like the Financial Literacy Summit, we can also lead the effort to improve the economic well-being of our communities.”
CONGRATULATIONS People’s United Bank!
IMPACT REPORT 2015 | 109
COMPANY OF THE WEEK
TSYS TSYS Raises $1,715,000 for the United Way
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SYS team members put their “Dreams in Action” and raised and pledged $1,715,000 across the company during the 2015 TSYS United Way Campaign. “You guys really know how to make dreams come true. You put them into action. … You have a plan and execute it,” remarked Steve Davis, citywide campaign chair for The United Way of the Chattahoochee Valley, at the celebration. Penny Wise, the 2015 TSYS United Way Campaign chair, said team memTSYS team members raised $1,376,000 in Columbus (the company’s headquarters) and $1,715,000 across the company for the United Way bers demonstrated their comduring the 2015 TSYS United Way Campaign. mitment to the United Way’s key concepts of giving, advocating and volunteering during the campaign. “You can rest assured that these dollars are going to help our citizens with the basic needs of life—food, shelter, safety. So, thank you for giving.” The campaign featured events aimed to raise awareness about the United Way and its agencies and programs. Team members who chose to support the United Way did so through participation in fundraising events, one-time contributions and payroll deductions.
110 | IMPACT REPORT 2015
CONGRATULATIONS TSYS!
COMPANY OF THE WEEK
TRUSTMARK Trustmark Donates Over 5,000 Children’s Books to Pages of Love
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rustmark collected more than 5,000 books in the month of October during its company-wide book drive for Pages of Love, a non-profit organization that collects and redistributes new and gently used children’s books. The books will be distributed for the benefit of children throughout Trustmark’s marketplace, expanding the reach of Pages of Love. “We are thrilled with the results from our partnership with Pages of Love,” stated Trustmark Director of Corporate Communications and Marketing Melanie Morgan. “With the phenomenal support from our associates, customers and friends, we are able to help further the mission of Pages of Love.” The organization’s mission is to improve childhood literacy and provide a distraction for ill or hurting children by distributing children’s books to local hospitals as well as to medical and dental clinics. Pages of Love has collected and distributed more than 30,000 books in Alabama, Arkansas, Georgia, Mississippi, Tennessee and Honduras. Trustmark’s gift is the largest single donation ever given to Pages of Love.
CONGRATULATIONS Trustmark!
IMPACT REPORT 2015 | 111
COMPANY OF THE WEEK
STATE FARM BANK® State Farm Bank® Brings Innovation Expertise to Local Non-profits
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tate Farm Bank brought the lessons it has learned in creating innovative solutions to local non-profits based on their defined needs. Working with the Community Health Care Clinic (CHCC), five areas of solution exploration were determined: social media use, text and technology use in fundraising, greater engagement of medical professionals, fundraising and increasing the amount of long-term skilled volunteers. State Farm employees with expertise in the areas of marketing, philanthropy, innovation, medicine and public affairs were selected State Farm employees and Community Health Care Clinic staff and board members tackle issues to build capacity of the Community to attend an intensive one-hour meetHealth Care Clinic. ing to provide technical expertise to the CHCC. CHCC Board President and State Farm In-house Counsel John Kim stated, “This was one of the most productive hours, as the project ideas created and expertise provided were invaluable to the work of the Community Health Care Clinic. I am excited to see the Community Health Care Clinic adopt specific ideas for implementation as part of the organization’s first capital campaign.”
112 | IMPACT REPORT 2015
CONGRATULATIONS State Farm Bank®!
COMPANY OF THE WEEK
SANTANDER BANK, N.A. Santander Bank Helps Formerly Homeless Individuals Settle Into Their New Homes
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n December, Santander Bank’s Change Management team spent part of a day supporting the Massachusetts Housing and Shelter Alliance (MHSA) in its mission to end homelessness. MHSA provides housing and supportive services to homeless individuals in Massachusetts. Santander’s Change Management team collected essential items—such as bedding, toiletries, linens and cleaning supplies—and created welcome baskets for those Santander Bank’s Change Management Team prepares welcome baskets for individuals transitioning out of formerly homeless individuals. homelessness and moving into new homes. Christel Sulpizio, director of change management at Santander, stated, “We believe in creating a corporate culture that embodies responsibility and citizenship.” Since 2006, MHSA has placed 800 individuals into permanent housing. Through a partnership with the United Way of Massachusetts Bay and Merrimack Valley, Santander also supported MHSA by helping launch the first-in-the-nation Pay for Success Initiative on chronic homelessness. Through this initiative, MHSA will provide 500 units of stable and supportive housing for an additional 800 individuals over the next six years.
CONGRATULATIONS Santander Bank, N.A.!
IMPACT REPORT 2015 | 113
COMPANY OF THE WEEK
THE PRIVATEBANK The PrivateBank Promotes Financial Literacy During Fourth Annual Volunteer Day
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n November, more than 400 volunteers from The PrivateBank visited schools in Chicago, Detroit, Milwaukee and St. Louis to teach important lessons in financial literacy as part of its fourth annual All-Team Volunteer Day. “The PrivateBank focuses its annual volunteer event on bringing easy-to-understand financial literacy lessons to the classroom,” said President and CEO Employee volunteers from The PrivateBank teach basic financial concepts to students Larry D. Richman. “We at St. Gall School on Chicago’s southwest side. Over 400 employees participated in want to help these students the fourth annual All-Team Volunteer Day. learn smart money habits while they are young so they can make good financial decisions as adults. The work we do in the classrooms is a complement to the programs we provide to adults, such as knowing the meaning of your credit score and first-time homebuyer education.” In all, over 400 PrivateBank volunteers visited 23 schools and taught basic financial concepts to nearly 4,000 students from pre-K through eighth grade.
114 | IMPACT REPORT 2015
CONGRATULATIONS The PrivateBank!
COMPANY OF THE WEEK
LPL FINANCIAL LPL Financial Foundation Partners With Junior Achievement of Central Carolinas to Provide Financial Education to Underserved YouthÂ
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he LPL Financial Foundation and Junior Achievement of Central Carolinas (JACC) hosted a Personal Finance Symposium for high school students on the campus of Johnson C. Smith University in Charlotte, N.C. The symposium is the first in a two-part Junior Achievement Skills to Achieve program organized by Financial employee volunteers shared their expertise to help teach lessons in the LPL Financial Foun- LPL personal finance to high school students. dation and JACC to help prepare students for success. During the Personal Finance Symposium, nearly 200 11th graders from Garinger High School were taught the fundamentals of personal finance by LPL volunteers. The LPL Financial Foundation partnered with Junior Achievement in Boston, Charlotte and San Diego in the spring to host Personal Finance and Career Success Symposiums as part of the Skills to Achieve program.
CONGRATULATIONS LPL Financial!
IMPACT REPORT 2015 | 115
COMPANY OF THE WEEK
ASSURANT, INC. Assurant Employees Spread Joy and Good Cheer Throughout the Holidays
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olleagues across Assurant made spirits bright during the holiday season. “During the holidays and yearround, Assurant employees demonstrate the importance of giving back to the community. With their generosity and support of hometown charities, they embody the true spirit of the season,” said Assurant President and CEO Alan B. Colberg. Several Assurant offices donated to Toys for Tots, volunteered with Make-A-Wish®, collected nearly 10,000 pounds of food to donate to a local food bank and participated in Project Elf, collecting holiday gifts for children. At Assurant’s York, Pa., office, a friendly employee competition resulted in a contribution of nearly 10,000 pounds of food donations, far exceeding the nearly 200 pounds donated in prior years. Atlanta employees held a food drive for MUST ministries, while in Kansas City, employees and their families participated in Family Night at Harvesters to stock shelves and organize canned food. Milwaukee volunteers put up holiday decorations and sorted food and clothing donations for Milwaukee Rescue Mission’s Joy House.
116 | IMPACT REPORT 2015
Assurant employees and family members in Kansas City help sort food at Harvesters for those in need.
CONGRATULATIONS Assurant, Inc.!
COMPANY OF THE WEEK
SUNTRUST BANKS, INC. Lighting the Way to Financial Well-being: One Home for a Hero at a Time
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unTrust has taken on a special mission: to give back to military veterans and their families through a SunTrust mortgage program called Homes for Heroes. Partnering with the Military Warriors Support Foundation, SunTrust provides mortgagefree homes as well as three years of financial education and counseling to wounded veterans. The donated homes are foreclosed properties in SunTrust’s Real Estate Owned (REO) property portfolio. SunTrust donated Cpl. Jeremy Horsley receives the keys to his new home. its final home of the year to retired Army Cpl. Jeremy Horsley and his family in Bowie, Md. Homes were donated across SunTrust’s footprint in South Carolina, Virginia, Florida and Georgia this year. With the overwhelming popularity of the program, SunTrust will continue Homes for Heroes in 2016. Whether it’s sponsoring military hiring fairs, providing financial counseling for personnel transitioning to civilian life or donating homes to veterans and their families, SunTrust lights the way to financial well-being for its military veterans and active-duty clients.
CONGRATULATIONS SunTrust Banks, Inc.!
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COMPANY OF THE WEEK
MUFG UNION BANK, N.A. MUFG Employees Make the Environment a Priority
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rom coast to coast, MUFG employees are committed to environmental conservation. For the second year in a row, in partnership with the Student Conservation Association (SCA), employees in New York City participated in park cleanup events as part of MUFG’s Global Volunteer Month. In November, more than 40 MUFG employees from New York and New Jersey, including partners and friends, gathered at Icahn Stadium on Randall’s Island just east of Manhattan. The team—led by Johs Johs Worsoe, head of investment banking and markets for the Worsoe, managing director and head of Americas, led the New York office’s SCA park cleanup for the second year in a row. investment banking and markets for the Americas—ventured into a stretch of wetland to clear out almost 12 cubic yards of invasive reeds. A week later, 20 colleagues from northern California gathered at Buena Vista Park, the oldest park in San Francisco. Bank volunteers worked with park staff to place more than 50 bales of hay on the steep slopes to hold down sand and slow the flow of water in stormy weather.
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CONGRATULATIONS MUFG Union Bank, N.A.!
COMPANY OF THE WEEK
BBVA COMPASS BBVA Compass Project Blue Elf Impacts 5,000 Students Across 27 Markets
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he BBVA Compass Foundation’s annual Project Blue Elf initiative promoted financial literacy and delivered toys to more than 5,000 students in low- to moderateincome areas across 27 markets in December. The bank more than doubled the reach of its signature holiday initiative, now in its third year. NBA player and BBVA Compass Brand Ambassador James Harden, NBA legends Robert Horry and Bruce Bowen and country music star Tyler Dial all participated in Project Blue Elf school events. BBVA Compass Chairman and CEO Manolo Sánchez interacts Volunteers in each market taught a financial poses with students during the Project Blue Elf kickoff event in Houston, Texas, on Dec. 4. literacy activity. After the lesson, students were treated to a surprise toy unveiling and donation. “Financial literacy is the central component of the Project Blue Elf initiative and speaks to our broader vision of helping people through the course of their financial lives,” said BBVA Compass Chairman and CEO Manolo Sánchez. “We see our work with children from low-income families as a good starting point, and it’s especially fulfilling to provide them with gifts over the holiday season.”
CONGRATULATIONS BBVA Compass!
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COMPANY OF THE WEEK
KEYBANK KeyBank Celebrates Diversity and Inclusion
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n December, Key celebrated external recognition of its successful approach from two important organizations. Key achieved its eighth annual perfect score of 100 percent on the Human Rights Campaign’s 2016 Corporate Equality Index, a national survey and report on corporate policies and practices related to LGBT equality in the workplace. The ranking designates KeyBank as a “Best Place to Work for LGBT Equality.” The bank also announced that it Key’s recent International Innovation in Diversity Award highlighted Key’s is one of the top 10 companies recunique and successful recruiting strategy. The strategy is executed with ognized by “Profiles in Diversity Jour- close partnership between Key’s human resources and diversity and inclusion segments. From right: Brian Fishel, chief talent officer; Luci nal” with an International Innovation Workman, recruiting manager; Poppie Parish, senior vice president, in Diversity Award. The award honors diversity and inclusion. companies working to align diverse practices with business goals. KeyBank was recognized for its unique talent acquisition strategy, which is substantially increasing workforce diversity at the bank. “We recognize that diverse individuals bring with them unique backgrounds, experiences and ideas, which make KeyBank stronger,” said Poppie Parish, SVP of Key’s diversity and inclusion segment. “Closely tied to diversity, the power of inclusion means all employees are valued and encouraged to bring their authentic selves to work each day.”
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CONGRATULATIONS KeyBank!
COMPANY OF THE WEEK
FIFTH THIRD BANK Fifth Third Bank Hosts the Chicago Small Business Bus Tour
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ifth Third Bank understands the importance of small business and its impact on communities and the economy. Fifth Third Bank Chicago led the Chicago Small Business Bus Tour, offering myriad resources to business owners and entrepreneurs. Utilizing the Fifth Third Bank Financial Empowerment Mobile (eBus), business owners and entrepreneurs received financial Community partners who provided financial education resources on the eBus were education, credit counselon hand, including volunteers from Goodcity, Chicago Minority Supplier Development ing, business counseling and Council, State of Illinois, City of Chicago (elected officials) and Fifth Third Bank employee volunteers. information on how to access capital. In partnership with community organizations, the Chicago Small Business Bus tour started with a ribbon-cutting ceremony and included a full-day agenda with mini-workshops, lunch and business coaching. The day culminated with a business shark competition and the selection of three businesses to receive training and technical assistance. Fifth Third Bank Chicago also provided a local partner with a $5,300 grant to assist in providing startup support to the three businesses. This small business initiative is an example of numerous efforts that take place in support of small businesses throughout the Fifth Third Bank footprint.
CONGRATULATIONS Fifth Third Bank!
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COMPANY OF THE WEEK
DISCOVER Discover Cares Volunteers Build 23rd Playground
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iscover and KaBOOM! have partnered for over 10 years to bring 23 new playgrounds to local communities. For the second year in a row, nearly 200 Discover corporate finance employees, along with 60 community volunteers, came together to build a playground at Hayt Elementary School in the Edgewater neighborhood of Chicago. The volunteers built a 3,400-square-foot playground that will serve the 1,000 students at the school, plus an additional 1,000 students in the neighborhood who also have access to the playground. Another 400 Discover marketing employees partnered with KaBOOM! for the fifth consecutive year to build a playground in Park City, Ill. Employees took a break from their regular jobs to build a 5,850-square-foot playground that will serve 2,300 children. Discover volunteers have built more than 20 playgrounds over the years. They feel that by providing a safe place for children to learn and grow, they are helping empower them to achieve a brighter future. Nearly 400 marketing employees from Discover partnered with KaBOOM! to build a playground in a day for the children of Park City, Ill.
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CONGRATULATIONS Discover!
COMPANY OF THE WEEK
WELLS FARGO & COMPANY Wells Fargo’s Volunteer Leave Program Empowers Team Members to Make Significant Impacts
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stablished in 1976, Wells Fargo’s Volunteer Leave Program is open to team members who have been with the company for five years, among other criteria. Team members are chosen annually based on their personal commitment to the organization, their proposed project and the potential impact that their project goals will have on addressing a specific social issue. In addition to being paid their full salary during the volunteer leave, recipients also receive full benefits as well. “Our team members show incredible dedication to their communities, and we are pleased to be able to offer a program that can deepen their impact with organizations and causes that are very important to them,” said John Stumpf, Wells Fargo chairman and CEO. In 2015, 22 Wells Fargo team members across the country received an award totaling more than 41 months of paid leave for community involvement. Projects this year included establishing a library in the Philippines, providing disaster preparedness education to students and supporting an organization that is transitioning to be a stand-alone non-profit entity.
Volunteer Leave awardee Alejandro Hernandez on a farm in Chile. Hernandez spent three weeks collaboratively developing a fundraising strategy for Ploughman Farmers, a social enterprise program of Garage Wine Co.
CONGRATULATIONS Wells Fargo & Company!
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COMPANY OF THE WEEK
VIDEO COMPANY OF THE WEEK
“Company of the Week” Goes Live!
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everal CSR National Sponsors were featured in video versions of “Company of the Week” in 2015. Watch FSR member CEOs, senior executives and employee volunteers giving back in their communities. Tune in to watch the videos at http://fsroundtable.org/csr-videos/.
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CSR NATIONAL SPONSORS
CSR National Sponsors Thank you to all of our 2015 Corporate Social Responsibility National Sponsors. It is through their financial contributions that the Corporate Social Responsibility initiative is able to promote the positive impact that FSR member companies make in their local communities, nationwide and worldwide.
ALLSTATE INSURANCE COMPANY
DISCOVER FINANCIAL SERVICES
ALLY FINANCIAL, INC.
EDWARD JONES
ASSURANT, INC.
KEYCORP
BANCWEST CORPORATION
MASTERCARD
BARCLAYCARD
MUFG UNION BANK, N.A.
BB&T CORPORATION
NORTHERN TRUST CORPORATION
BBVA COMPASS
THE PNC FINANCIAL SERVICES GROUP, INC.
BMO FINANCIAL CORP.
POPULAR, INC.
CAPITAL ONE FINANCIAL CORPORATION
PRINCIPAL FINANCIAL GROUP
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CSR NATIONAL SPONSORS
PROTECTIVE LIFE CORPORATION
TOYOTA FINANCIAL SERVICES
RAYMOND JAMES FINANCIAL, INC.
TRANSAMERICA
REGIONS FINANCIAL CORPORATION
TSYS
SANTANDER
UNUM
STATE FARM® INSURANCE COMPANIES
U.S. BANCORP
SUNTRUST BANKS, INC.
VISA INC.
SYNOVUS
VOYA FINANCIAL, INC.
TD BANK, AMERICA’S MOST CONVENIENT BANK®
WELLS FARGO & COMPANY
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CSR NATIONAL SPONSORS
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FINANCIAL LITERACY FOCUS
Financial Literacy Focus
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he Financial Services Roundtable (FSR) and the Consumer Financial Protection Bureau (CFPB) launched a nationwide public-private initiative in January 2015 to promote financial education. FSR and CFPB are working together to facilitate the understanding and sharing of financial education strategies, to encourage their use in K-12 schools and the workplace and to protect older Americans from financial exploitation.
WHAT WE’VE ACCOMPLISHED Roundtable Discussion: A roundtable discussion led by FSR CEO Tim Pawlenty and CFPB Director Richard Cordray took place on Jan. 28, 2015. Each organization discussed its initiatives to promote financial education and best practices. Opportunities to leverage existing resources, scale ideas and expand access to quality financial education for all consumers were identified. Attendees at the roundtable included CFPB staff, and CEOs and senior-level executives of FSR member companies.
Financial Literacy Session: On May 5, 2015, FSR member company representatives and CFPB subject matter experts convened an all-day financial literacy session. This session discussed promising educational practices to help consumers make informed financial decisions. It also allowed for a large facilitated group discussion about how FSR and CFPB can work together to encourage financial education. IMPACT REPORT 2015 | 131
FINANCIAL LITERACY FOCUS
FSR/CFPB Resource Webpage: FSR recently launched the FSR/CFPB Financial Literacy Resource webpage, which houses resources for consumers and highlights many financial education initiatives and offerings from FSR member companies and the CFPB. These resources include effective programs and materials for K-12, workplace financial education and older Americans’ financial education.
The webpage can be found at http://fsroundtable.org/finlitresources/.
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CSR NATIONAL NON-PROFIT PARTNERS
CSR National Non-Profit Partners CSR collaborates with 11 non-profit partners, nine of which specialize in financial literacy.
JUMP$TART COALITION® JUNIOR ACHIEVEMENT USA NEIGHBORWORKS AMERICA OPERATION HOPE REBUILDING TOGETHER SER—JOBS FOR PROGRESS NATIONAL, INC. SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT INC. THANKSUSA WOMEN IN HOUSING AND FINANCE FOUNDATION WOMEN’S INSTITUTE FOR A SECURE RETIREMENT (WISER) WORKING IN SUPPORT OF EDUCATION (W!SE)
To learn more about these organizations, visit www.fsroundtable.org/csr-non-profit-partners.
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CSR NATIONAL NON-PROFIT PARTNERS
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CSR 114TH HONORARY CONGRESSIONAL HOST COMMITTEE
CSR 114th Honorary Congressional Host Committee FSR recognizes the leadership of 184 members of Congress for their commitment to corporate social responsibility and financial literacy. The Honorable John A. Boehner (R-Ohio) Speaker of the House United States Senate
* The Honorable Kelly Ayotte (R-NH) * The Honorable Roy Blunt (R-MO) The Honorable John Boozman (R-AR) * The Honorable Ben Cardin (D-MD) The Honorable Robert P. Casey, Jr. (D-PA) * The Honorable Thad Cochran (R-MS) * The Honorable Susan Collins (R-ME) The Honorable Tom Cotton (R-AR) The Honorable Mike Crapo (R-ID) The Honorable Steve Daines (R-MT) * The Honorable Mike Enzi (R-WY) The Honorable Dianne Feinstein (D-CA) The Honorable Al Franken (D-MN) * The Honorable Orrin G. Hatch (R-UT) The Honorable Dean Heller (R-NV)
* The Honorable Johnny Isakson (R-GA) The Honorable Angus King (I-ME) * The Honorable Joe Manchin (D-WV) The Honorable John McCain (R-AZ) * The Honorable Jeffrey A. Merkley (D-OR) The Honorable Barbara A. Mikulski (D-MD) * The Honorable Jerry Moran (R-KS) The Honorable Lisa Murkowski (R-AK) The Honorable David Perdue (R-GA) The Honorable Jim Risch (R-ID) * The Honorable Charles E. Schumer (D-NY) The Honorable Thom Tillis (R-NC) * The Honorable Patrick J. Toomey (R-PA) *The Honorable Mark R. Warner (D-VA) *The Honorable Roger Wicker (R-MS)
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CSR 114TH HONORARY CONGRESSIONAL HOST COMMITTEE United States House of Representatives The Honorable Alma Adams (D-NC) * The Honorable Emanuel Cleaver II (D-MO) The Honorable Robert Aderholt (R-AL) * The Honorable Mike Coffman (R-CO) The Honorable Rick W. Allen (R-GA) * The Honorable Tom Cole (R-OK) The Honorable Brad Ashford (D-NE) * The Honorable Andy Barr (R-KY) * The Honorable Joe L. Barton (R-TX) The Honorable Karen Bass (D-CA) * The Honorable Joyce Beatty (D-OH) * The Honorable Dan Benishek, M.D. (R-MI) The Honorable Donald S. Beyer Jr. (D-VA) The Honorable Gus Bilirakis (R-FL) The Honorable Mike Bishop (R-MI) * The Honorable Diane Black (R-TN) *The Honorable Marsha Blackburn (R-TN) * The Honorable Earl Blumenauer (D-OR) The Honorable Brendan F. Boyle (D-PA) The Honorable Susan W. Brooks (R-IN) * The Honorable Corrine Brown (D-FL) The Honorable Ken Buck (R-CO) * The Honorable Michael C. Burgess, M.D. (R-TX) The Honorable Bradley Byrne (R-AL) * The Honorable Michael E. Capuano (D-MA) * The Honorable Tony Cรกrdenas (D-CA) The Honorable John Carter (R-TX) The Honorable Judy Chu (D-CA) *The Honorable Wm. Lacy Clay (D-MO)
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The Honorable Barbara Comstock (R-VA) * The Honorable Gerald E. Connolly (D-VA) The Honorable Kevin Cramer (R-ND) * The Honorable Henry Cuellar (D-TX) * The Honorable Elijah Cummings (D-MD) The Honorable Danny K. Davis (D-IL) * The Honorable Susan A. Davis (D-CA) *The Honorable Diana L. DeGette (D-CO) The Honorable John Delaney (D-MD) The Honorable Suzan DelBene (D-WA) The Honorable Charles W. Dent (R-PA) * The Honorable Ron DeSantis (R-FL) The Honorable Debbie Dingell (D-MI) The Honorable Mike Doyle (D-PA) The Honorable Sean P. Duffy (R-WI) The Honorable Tom Emmer (R-MN) The Honorable Elizabeth Esty (D-CT) *The Honorable Stephen Fincher (R-TN) *The Honorable Mike G. Fitzpatrick (R-PA) The Honorable John Fleming, M.D. (R-LA) * The Honorable Bill Flores (R-TX) The Honorable Bill Foster (D-IL) The Honorable Virginia Foxx (R-NC)
CSR 114TH HONORARY CONGRESSIONAL HOST COMMITTEE * The Honorable Lois J. Frankel (D-FL) * The Honorable Robert W. Goodlatte (R-VA) * The Honorable Sam Graves (R-MO) The Honorable Tom Graves (R-GA) * The Honorable Gene Green (D-TX) The Honorable Raúl M. Grijalva (D-AZ) *The Honorable Richard L. Hanna (R-NY) The Honorable Cresent Hardy (R-NV) * The Honorable Gregg Harper (R-MS) * The Honorable Joe Heck, D.O. (R-NV) The Honorable Jody Hice (R-GA) * The Honorable Jim Himes (D-CT) *The Honorable Rubén E. Hinojosa (D-TX) *The Honorable George Holding (R-NC) The Honorable Richard Hudson (R-NC) * The Honorable Bill Huizenga (R-MI) The Honorable Randy Hultgren (R-IL) * The Honorable Darrell Issa (R-CA) * The Honorable Shelia Jackson Lee (D-TX) * The Honorable Hank Johnson (D-GA) The Honorable Sam Johnson (R-TX) * The Honorable Walter B. Jones, Jr. (R-NC) The Honorable Mike Kelly (R-PA) * The Honorable Derek Kilmer (R-WA) * The Honorable Ron Kind (D-WI) * The Honorable Adam Kinzinger (R-IL)
*The Honorable John P. Kline, Jr. (R-MN) The Honorable Doug LaMalfa (R-CA) *The Honorable Leonard Lance (R-NJ) The Honorable Jim Langevin (D-RI) The Honorable Brenda Lawrence (D-MI) *The Honorable John Lewis (D-GA) The Honorable Barbara Lee (D-CA) The Honorable Ted Lieu (D-CA) *The Honorable Dave Loebsack (D-IA) The Honorable Frank D. Lucas (R-OK) *The Honorable Blaine Luetkemeyer (R-MO) *The Honorable Cynthia M. Lummis (R-WY) *The Honorable Stephen F. Lynch (D-MA) The Honorable Sean Patrick Maloney (D-NY) *The Honorable Tom Marino (R-PA) The Honorable Doris Matsui (D-CA) * The Honorable Jim McDermott (D-WA) * The Honorable Patrick McHenry (R-NC) The Honorable Ann McLane Kuster (D-NH) The Honorable Jerry McNerney (D-CA) * The Honorable Mark Meadows (R-NC) * The Honorable Luke Messer (R-IN) The Honorable Gwen Moore (D-WI) The Honorable Seth Moulton (D-MA) * The Honorable Richard E. Neal (D-MA) * The Honorable Randy Neugebauer (R-TX)
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CSR 114TH HONORARY CONGRESSIONAL HOST COMMITTEE The Honorable Pete Olson (R-TX) The Honorable Bill Pascrell, Jr. (D-NJ) * The Honorable Erik Paulsen (R-MN) * The Honorable Collin C. Peterson (D-MN) * The Honorable Robert M. Pittenger (R-NC) The Honorable Bruce Poliquin (R-ME) * The Honorable Jared Polis (D-CO) * The Honorable Tom W. Reed II (R-NY) *The Honorable Reid J. Ribble (R-WI) The Honorable Kathleen Rice (D-NY) * The Honorable Phil Roe, M.D. (R-TN) * The Honorable Todd Rokita (R-IN) * The Honorable Tom Rooney (R-FL) The Honorable Peter Roskam (R-IL) The Honorable Dennis A. Ross (R-FL) * The Honorable Keith Rothfus (R-PA) * The Honorable Lucille Roybal-Allard (D-CA) * The Honorable Ed R. Royce (R-CA) The Honorable Matt Salmon (R-AZ) * The Honorable Loretta Sรกnchez (D-CA) * The Honorable Adam B. Schiff (D-CA) * The Honorable David Schweikert (R-AZ) * The Honorable Austin Scott (R-GA) The Honorable Pete Sessions (R-TX) The Honorable Terri Sewell (D-AL) * The Honorable John M. Shimkus (R-IL)
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* The Honorable Kyrsten Sinema (D-AZ) The Honorable Albio Sires (D-NJ) * The Honorable Louise M. Slaughter (D-NY) * The Honorable Lamar S. Smith (R-TX) The Honorable Elise Stefanik (R-NY) * The Honorable Steve Stivers (R-OH) * The Honorable Mark Allan Takano (D-CA) The Honorable Scott Tipton (R-CO) The Honorable Norma J. Torres (D-CA) * The Honorable Chris Van Hollen (D-MD) The Honorable Juan Vargas (D-CA) The Honorable Mimi Walters (R-CA) The Honorable Debbie Wasserman Schultz (D-FL) The Honorable Randy Weber (R-TX) The Honorable Daniel Webster (R-FL) *The Honorable Brad Wenstrup (R-OH)
*The Honorable Lynn Westmoreland (R-GA) The Honorable Ed Whitfield (R-KY) The Honorable Roger Williams (R-TX) * The Honorable Joe Wilson (R-SC) The Honorable Rob Wittman (R-VA) The Honorable Steve Womack (R-AR) * The Honorable Rob Woodall (R-GA) *Denotes previous service on committee.
CSR LEADERSHIP AWARDS
Corporate Social Responsibility Leadership Award The Corporate Social Responsibility Leadership Award shows appreciation and encouragement to the employees of FSR member companies for their commitment to volunteerism, community service and financial literacy. All FSR member companies are eligible for the award. Criteria include: employee volunteer involvement, CSR projects, financial literacy projects, monies raised and/or donated and volunteer hours.
Congratulations to all the award recipients!
Allstate Insurance Company
The PNC Financial Services Group, Inc.
BancWest Corporation
Popular, inc.
Bank of Hawaii Corporation
Regions Financial Corporation
BB&T Corporation
State Farm®
BBVA Compass
SunTrust Banks, Inc.
Capital One Financial Corporation
TD Bank, America’s Most Convenient Bank®
Comerica Incorporated Discover Financial Services Fifth Third Bancorp Genworth Financial KeyCorp MUFG Union Bank, N.A.
Toyota Financial Services Trustmark Corporation U.S. Bancorp Webster Financial Corporation Wells Fargo & Company
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Tim Pawlenty, CEO and president at FSR; Mary Pat Lawrence, vice president, assistant general counsel at Allstate Insurance Company; John Van Arsdell, senior consultant at Allstate Insurance Company; and Bridget Hogan, government relations sr. analyst at Allstate Insurance Company
Rep. Ed Royce and Leslie Bires, vice president, government affairs and special assistant to the CEO at BancWest Corporation
Cynthia Williams, senior executive vice president/chief corporate communications officer at BB&T Corporation, and Sen. Thom Tillis
Rep. Terri Sewell and Josh Denney, senior vice president and director of government affairs at BBVA Compass
Rep. Barbara Comstock and Akeing Tiku, district manager, Montgomery Northwest, at Capital One Financial Corporation
Patricia A. McCann, vice president/ national civic affairs manager at Comerica Incorporated, and Rep. Roger Williams
Rich Santoro, vice president, government affairs at Discover Financial Services, and Rep. Randy Hultgren
Royce Sutton, senior vice president, CRA strategies director at Fifth Third Bancorp, and Rep. Brad Wenstrup
Carolyn Champion, community relations director at Genworth Financial, and Rep. Dave Brat
Karen A. White, senior vice president of community relations and senior program officer of KeyBank Foundation at KeyBank, and Rep. Steve Stivers
Rep. Carolyn B. Maloney and Ana del Valle, public relations officer, corporate communications at Popular, Inc.
Rep. Mick Mulvaney and Mark Oesterle, senior vice president and senior counsel of government and regulatory affairs at SunTrust Banks, Inc.
Rep. Ed Royce and Jordan Heiber, vice president and deputy representative at MUFG Union Bank, N.A.
Nikia Coates, volunteerism program manager of PNC Grow Up Great at PNC Financial Services Group, Inc., and Rep. Mike Doyle
Mike Hart, Midwest area president at Regions Financial Corporation, and Rep. Wm. Lacy Clay
Rep. Bill Foster and Tim McFadden, senior vice president at State Farm
Terry Kenny, market-presidentin-Washington-DC-region at TD Bank, America’s Most Convenient Bank; Melissa Fox, AVP, financial education manager at TD Bank, America’s Most Convenient Bank; and Rep. Leonard Lance
Suzanne Valascho, community relations, project development sr. at Toyota Financial Services; Ann Bybee, vice president corporate strategy, communications and corporate social responsibility at Toyota Financial Services; and Rep. Joe Heck
Tim Pawlenty, CEO and president at FSR, and Melanie A. Morgan, senior vice president, director of corporate communications and marketing at Trustmark Corporation
Rep. Erik Paulsen; Ashley Winfree, gov. relations PAC/communication manager at U.S. Bancorp; and Rep. Tom Emmer
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Rep. Elizabeth Esty and Peter Burke, vice president of commercial real estate lending at Webster Financial Corporation
Jimmie Walton Paschall, executive vice president, head of enterprise diversity and strategic philanthropy at Wells Fargo & Company, and Rep. Ed Royce
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Financial Services Roundtable 600 13th St. NW, Suite 400, Washington, DC 20005 www.fsroundtable.org http://fsroundtable.org/csr-mission/
Š 2016 Financial Services Roundtable