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Advancing Strategy: How to Lead Change in Corporate Societal Engagement (San Francisco)

Monday, June 5, 2017 -
9:30am to 12:00pm PDT
Northern California Grantmakers
160 Spear Street, Suite 360 | San Francisco, CA | 94105
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In corporate societal engagement, strategic clarity and focused results are not accidental – they are achieved through inquiry, intentionality, and investment. We often find executives aspiring for change but lacking the necessary tools and approaches to spearhead that shift. The destination is clear – transforming their portfolio from oftentimes disparate legacy giving to a results-focused, business-aligned societal engagement – but there are also challenges to implementing the strategy. Legacy mindsets, capabilities, and processes can undermine the most clearly articulated strategy.

Join FSG staff- Managing Director Lalitha Vaidyanathan, Managing Director Philippe Sion, Senior Consultant Elizabeth Hawkins- in an interactive learning lab designed to help corporate foundation and CSR leaders develop and implement effective corporate societal engagement strategies. During the session, the FSG team will facilitate a series of activities that enable you to practice using a set of real-world strategy planning tools that you can use to refine the strategic intent of your CSR portfolio, articulate specific societal impact goals aligned with your business priorities, and strengthen your approach to local giving.

In addition, this session will provide time to connect with other local corporate leaders and learn from their experiences. Check out Advancing Strategy for a sneak peek of the tools and resources FSG will share.

Join Us To:

  • Explore the strategic intent of your company’s philanthropic and CSR portfolio and changes you might consider increasing strategic clarity.
  • Discover how you can help to increase internal alignment and buy-in for the strategy.
  • Determine what opportunities exist to strengthen your approach to developing initiatives that meet societal and business goals.
  • Learn how you can maximize resources to achieve measureable societal impact

Target Audience

  • Corporate grantmakers, CSR professionals and foundations serving the corporate sector
  • This program is open to all NCG members and other non-member funders. If you're a member of NCG, please log in and click the "Register Now" link to register.  First time to the website, set your password.  If you are non-member funder, please email NCG Registrar to register for event.


  • 9.30 am - 10:00 am  Breakfast & Networking
  • 10:00 am – 12:00 noon Presentation & Discussion

Session Dates

Philanthropy California (an initiative of Northern California Grantmakers, San Diego Grantmakers and Southern California Grantmakers) is excited to offer this program. NCG, SDG and SCG members all have the opportunity to register for the location and date most convenient for them. There are two events being offered locally in the Bay Area.  

San Francisco Program
Date: June 5, 2017
Time: 9:30 am - 12:00 noon
Location: Northern California Grantmakers | 160 Spear Street, Suite 360 | San Francisco, CA


Silicon Valley Program | Register > 
Daet: June 13, 2017
Time: 9:30 am - 12:00 noon
Location: Microsoft Campus | 1065 La Avenida Street, Saturn Room | Mountain View, CA


Los Angeles Program | Register > 
Date: June 6, 2017
Time: 9:00 am - 11:30 am
Location: Center for Healthy Communities | 1000 North Alameda Street | Los Angeles, CA


San Diego Event
Date TBD


If you're a member of NCG, please log in and click the "Register Now" link to register. First time to the website, set your password.  If you are non-member funder, please email NCG Registrar to register for event.


Philippe has over a decade of consulting experience serving foundations, corporations, and nonprofits. Philippe leads FSG’s relationship with a number of very large corporations, including a top global car manufacturer on its corporate philanthropy / CSR / Shared Value journey, and other companies and their foundations across multiple sectors and geographies. Philippe also focuses his time on collective impact solutions – structured forms of collaboration with multiple stakeholders to find sustainable solutions to complex societal issues. At FSG, Philippe also guides the evolution of the firm around diversity, equity, and inclusion. Prior to FSG, Philippe worked for the Bridgespan Group and McKinsey & Company, where he co-led the global economic development group and the public / social sector practice. He has experience on a range of issues, across the globe, including strategic planning, community engagement, job creation programs, urban revitalization, corporate social responsibility, and microfinance.

Lalitha leads FSG’s San Francisco office and has over 15 years of experience in strategy consulting, technology business operations and nonprofit management. During her tenure at FSG, Lalitha has worked on many corporate engagements helping develop corporate philanthropy, shared value and corporate responsibility strategies. Her corporate clients include domestic and global organizations such as Intuit, Symantec, Medtronic, Mattel, VMware, Eli Lilly, McKesson, UnitedHealth Group and Chevron.

Lalitha is co-author on several of FSG’s thought leadership pieces including “Creating Shared Value in India,” “Catalytic Philanthropy in India”, and “Breakthroughs in Shared Measurement and Social Impact.”

She started her consulting career with McKinsey & Company, advising financial services and technology companies on a variety of business issues. She subsequently co-founded and ran a venture-backed technology company in San Francisco. Lalitha then worked in the social sector as Program Director for a technology workforce development organization targeted at low-income young adults. Lalitha holds a Masters in Business Administration from Harvard Business School and a Bachelors in Engineering from Cambridge University.

Elizabeth has supported and led strategy and evaluation engagements with leading companies and funders across five continents. She has advised Fortune 500 companies including Abbott, AbbVie, Becton Dickinson, Coca-Cola Brasil, General Mills, Intel, and SAP on global CSR and shared value strategies, signature initiative development, business case analyses, and shared value measurement. Elizabeth’s thought leadership includes co-authoring FSG’s white paper on Measuring Shared Value with professor Michael E. Porter. Elizabeth has also advised leading funders including the Bill & Melinda Gates Foundation, Rockefeller Foundation, and Conrad N. Hilton Foundation. Elizabeth’s work has helped to catalyze significant philanthropic resources, business assets, and C-suite leadership to influence measureable impact on public health, farmer livelihood and agricultural supply chains, educational outcomes, and economic development. Prior to joining FSG, Elizabeth worked with the GBCHealth (formerly the Global Business Coalition on HIV/AIDS, TB, and Malaria) to support leading multinational companies to address the rising rates of HIV in key U.S. cities.

About FSG

FSG is a mission-driven consulting firm supporting leaders in creating large-scale, lasting social change. Through customized consulting services, innovative thought leadership and support for learning communities, we help foundations, businesses, nonprofits and governments around the world accelerate progress by reimagining social change. Learn more at


PLEASE NOTE: NCG's office at 160 Spear Street can currently only be accessed through the entrance on the Main Street side of the building. The Spear Street entrance is temporarily closed for construction.