Corporate Reporting Forum
Proxy Statements | ESG | Earnings | 10Ks

Wednesday, November 6, 2024

Clifford Chance offices, New York

ADVANCING CORPORATE REPORTING PRACTICES

As corporate reporting requirements increase globally and companies face greater expectations in terms of reliability, quantity and quality of disclosures we created the corporate reporting forum to help advance corporate reporting practices so that they add further strategic value, aid decision-making and serve the needs of public company stakeholders.

Throughout the one-day event, we will hold interactive discussions on a wide range of reporting disciplines, including ESG reporting, proxy statements and quarterly & annual financial results.

The corporate reporting forum is open to all involved in financial and non-financial reporting and is regularly attended by governance, investor relations, sustainability and communications professionals at public companies.


NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.

 

CLE CREDITS

Corporate Lawyers who are registered with the Bar in New York can claim credits toward their Continuing Legal Education program by attending. If you have passed the bar in another state, points may be transferrable dependent on the state.

Agenda 2024

Please see below the 2024 agenda.

Click here to view a pdf version.

Timings on the agenda are shown in Eastern Time (ET)

If you are interested in being on one of the panels please contact [email protected]

 

  • 08:15 AM
    Registration opens

  • 08:45 AM
    Welcome address

  • 09:00 AM
    Global reporting in 2025: Navigating the future

    The Corporate Reporting Forum will begin by outlining the key topics that will be crucial for preparers of reports over the next 12 months.

    Participants will gain insights into the challenges and strategies for harmonizing reports to meet various regulatory demands without diluting the core message.

    The session will also provide a forward-looking perspective on upcoming regulatory changes and trends in global reporting impacting multinational companies.

    • Trends in reporting: A review of the latest trends in corporate reporting, what companies needed to do to stay ahead, and what changes are on the horizon
    • Navigating Diverse Regulations: Hear strategies for coping with different reporting requirements in Europe and the US. Learn how to remain compliant across multiple jurisdictions
    • Exploring the impact, risks, and opportunities of new disclosure rule: As companies continually face with increased reporting requirements in a variety of areas, learn which processes can be implement to help you understand the requirements, format and peer activities when a new disclosure is required
    • Harmonizing reporting for multinational companies: Best practices for aligning reporting so that it complies with various international regulations. Learn how to gather, prioritize, and summarize the necessary information effectively.

    Dana Eddis, associate general counsel and corporate secretary, Corteva
    Roxanne Sharif, senior manager, sustainability compliance, Mohawk Industries

  • 09:45 AM
    Preparing for the next proxy season: Essential Steps

    This session will provide a comprehensive overview of the critical preparations needed for the upcoming proxy season. Attendees will gain insights into the potential impacts of the SEC’s rulemaking agenda and trends in investor voting policies and proxy advisor recommendations.

    The session will also delve into the latest disclosure requirements, including cybersecurity, clawbacks, executive compensation and the possibility of increased human capital disclosures.

    • Must-have disclosures based on SEC rulemaking and investor trends: Understand the SEC’s rulemaking agenda and its implications for 2025. Analyze trends in investor voting policies and proxy advisor recommendations to identify key disclosure priorities for the year ahead.
    • Cybersecurity reporting: Prepare for cybersecurity management and disclosure. Hear examples about how companies are approaching the new rule.
    • Executive compensation: Examine the increasing scrutiny of executive compensation as it relates to Pay Vs Performance. Explore the considerations and disclosure needs when tying remuneration to ESG metrics
    • Clawback disclosures: Discuss the implementation and implications of reporting on clawback policies
    • Human capital reporting: Evaluate the rise of human capital reporting and its significance in the current disclosure landscape.

    Fionna Ross, sustainability investment director & head of sustainability institute, Americas, ABRDN
    Ron Schneider, director of corporate governance services, DFIN

  • 10:30 AM
    Networking coffee break

  • 11:00 AM
    The new era of ESG: Adapting to drastic changes

    This session is designed to equip governance, investor relations, and sustainability teams with the knowledge and tools needed to navigate the rapidly evolving ESG reporting landscape.

    Participants will learn how to adapt their disclosures to meet new standards and expectations, ensuring their reports remain relevant and impactful. Covering key actions for different levels of ESG reporting, and the latest trends in materiality and standardization.

    Additionally, it will address the impact of social and geopolitical changes on future ESG reporting requirements and the importance of integrating ESG issues into broader business strategies.

    • Trends in ESG reporting: Explore trends in materiality, standardization, and investor-focused disclosures. Learn how peers are managing these trends and how not to get left behind with your sustainability disclosures
    • Sustainability reporting best practices: Discuss whether the frequency of materiality analysis is fit-for-purpose. Learn about what makes best-in-class ESG reporting different, and what are the key focus areas when beginning on your ESG reporting journey
    • Levels of ESG data: Hear key actions companies should take at the Basic, Better, and Best levels of ESG reporting. Also discuss the enhanced role of third-party auditors and learn how to get started with data assurance
    • Risk management through ESG reporting: Strategies to overcome risks and add value to the company through robust ESG reporting practices
    • Geopolitical impacts on ESG reporting: How changes in political leadership could affect corporate reporting. Discuss what will need to be disclosed in the future, and to what extent

    Moderator: Steven Wade, head of content, IR Magazine
    Darrah Feldman, senior vice president of sustainability and responsibility, Ziff Davies
    Chris Libre, head of ESG, Applied materials

  • 11:45 AM
    Cross-Department collaboration to fulfil stakeholder expectations

    This session will explore the critical role of cross-department collaboration in meeting stakeholder expectations and enhancing corporate reporting.

    Participants will learn strategies to ensure all departments are aligned and working cohesively, minimizing duplication of efforts.

    • Ensuring Departmental Alignment: Strategies to ensure all departments are “singing from the same hymn sheet” and avoiding duplication of work
    • Understanding stakeholder needs: Identifying what investors, stewardship teams, management and the board want to see in corporate reports and where they are looking for information about your company. Additionally, discuss how to work with sustainability and procurement teams to help suppliers provide relevant data for your reports
    • Educating all functions on the value of reporting: Educating departments on the risks involved in reporting and ensuring everyone understands the value that accurate and compliant disclosures can provide the company.

    Moderator: Steven Wade, head of content, IR Magazine
    Erika Balbuena, head of ESG and sustainability, Robinhood
    Carrie Christopher, senior director ESG and sustainability, Splunk

  • 12:30 PM
    Networking Lunch

  • 13:30 PM
    Roundtable discussion

  • 14:00 PM
    Utilizing AI and automation to reduce reporting fatigue & improve disclosures

    This session will delve into the transformative impact of Generative AI, automation, and other advanced technologies on reporting. Attendees will explore how these tools can enhance efficiency and quality in reporting, reducing the burden on teams and improving the accuracy and timeliness of disclosures.

    The session will cover practical applications of AI in materiality assessments, keeping public data up to date, and streamlining ESG questionnaires. Participants will also learn about the best practices for integrating AI into quarterly reporting and how technology can support a top-tier reporting strategy.

    • Enhancing materiality assessments with AI: How AI can be used to improve the materiality assessment process
    • Maintaining accurate public data and streamlining ESG questionnaires: Hear strategies for implementing technologies to monitor public data aggregators and rating agencies. Learn techniques for reducing survey fatigue and ensuring consistent responses across different questionnaires
    • Advanced reporting strategies: How technology and data can enable a best-in-class reporting strategy, including the use of databases and dashboards to automate data collection and standardize disclosures
    • Clustering data with AI: Learn how to utilize AI to organize large volumes of data into appropriate categories, such as CSRD and SEC requirements, and map out the entire reporting process.

    Moderator: Steven Wade, head of content, IR Magazine

     

  • 14:45 PM
    Coffee break

  • 15:15 PM
    Re-thinking annual reports: Integration and Innovation

    This session will challenge the traditional concept of annual reports, questioning their necessity in an era where much of the information is available publicly.

    Participants will explore the benefits and challenges of integrated reporting, particularly the inclusion of ESG reports in 10-K filings. The session will address the complexities of aligning legal, financial, and ESG reporting to ensure comprehensive and transparent disclosures.

    • The Future of Annual Reports: Debate if there is still a need for traditional annual reports. Explore how the shift towards online and other forms of reporting has impacted communications approaches
    • Integrated Reporting: Discuss the benefits and challenges of adding ESG reports to the 10-K and hear strategies to consolidate reporting
    • Understanding your audience: Hear how companies choose where to disclose information based on the audience and their preferred information sources
    • Maintaining Data Integrity: Learn best practices for maintaining consistency and integrity of data across different types of reports.
  • 16:00 PM
    Increasing the reach and understanding of your reports

    This session will offer valuable insights on designing disclosures, messaging, and communication plans to ensure they effectively reach and resonate with the intended audience.

    Participants will learn how to create impactful campaigns around earnings, annual and ESG reports, addressing both supportive and critical stakeholders, whilst also exploring the strategic use of digital and social media to broaden the reach of quarterly and annual results, ensuring that disclosures are not only seen but understood by a diverse audience.

    • Designing impactful campaigns: How to design and create a campaign around your financial and ESG reports to enhance their impact
    • Addressing critical stakeholders: Strategies for considering negative actors, such as the anti-ESG audience, bearish analysts or activist investors. How can they may use your disclosures in a detrimental way, and what you can do to mitigate the impact
    • Leveraging digital and social media: Learn how to utilize digital and social media platforms to enhance the visibility and impact of your disclosures
    • Best practices for increasing reach: Techniques to achieve a wider reach for your quarterly and annual results, ensuring they are accessible and engaging to a broad audience
    • Effective messaging: Crafting clear and compelling messages that resonate with different stakeholder groups and effectively communicate the core message consistently across different channels

    Scott Lam, senior vice president US sales & partnerships, The Nuvo Group
    Erika Karp, executive director, finance leaders fellowship, Aspen Institute

  • 16:30 PM
    Closing remarks and end of conference

Speakers: 2024

To inquire about future speaking opportunities, contact [email protected] or +44 0208 004 6322


Who attends our event

Our attendees are leading governance, IR and sustainability practitioners with an established track record and strategic role within their company.

Below is a sample of some of our past attendees:

Company Job title Company Job title
Farmland Partners CFO ViacomCBS ESG specialist
PotlatchDeltic CFO Hewlett Packard Enterprise ESG strategy and operations
Array Technologies CMO, head of ESG Bristol-Myers Squibb Global head, sustainability strategy & operations
United States Steel Corporate counsel Vistra IR and sustainability director
Nano One Materials Corporate secretary & director of sustainability The Water Council President & CEO
KEB Hana Bank Canada Corporate secretary and governance officer Duke Realty Senior corporate responsibility and brand manager
McDonalds Corporation Corporate VP and associate general counsel The Kroger Senior Director, ESG
Easterly Government Properties Director of Sustainability Thermo Fisher Scientific Senior director, investor relations
Micron Technology Director of sustainability MEG Energy Senior sustainability advisor
Unitil Director of sustainability & shared services Sprouts Farmers Market Sustainability manager
South Jersey Industries Director, ESG Capstone Mining SVP, risk, ESG and corporate secretary
Coeur Mining Director, ESG, Community & government relations Whitestone REIT Vice president, corporate communications
IAC Director, finance and IR Exterran Corp Vice president, finance
AMN Healthcare Services Director, investor relations & strategy The Estee Lauder Companies VP, global corporate citizenship & sustainability
Ideanomics Director, Sustainability Modern West Advisory VP, ESG & sustainable business practice
Murphy Oil Corporation Director, sustainability MetaBank VP, ESG and DEI
Adtalem Global Education Director, sustainability & government relations OGI VP, investor relations
DaVita ESG director Columbia Banking System VP, investor relations, ESG

 

Request full attendee list 

Become a partner

Why partner with us?

The Corporate Reporting Forum brings together some of the most influential people in the IR, governance, sustainability and communications communities.

The event offers an effective approach to targeting clients when they are exploring how they can improve their financial and non-financial reporting practices. Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our events makes them multi-faceted and highly interactive with great engagement, particularly with decision-makers at listed companies. This allows our partners to have meaningful conversations with corporates deciding how to invest in improving their reporting output, which service providers to engage and which consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice.

We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the Corporate Reporting Forum. Get in touch with Ian Richman or call on +1 212 430 6895.

Partners

Venue

We were delighted to host the event at:

Clifford Chance US LLP
Two Manhattan West
375 9th Avenue
New York
NY 10001

Directions
For transport options and directions to the venue, please click here.

Accommodation
We have arranged for discounted rates at nearby hotels located a short distance away from the venue. Click here to view the hotel and rates.

What our attendees say

"The speakers were very knowledgeable on the topics that they were discussing."

The Home Depot

"I thought the roundtables were incredible, as it provided a more natural opportunity to network."

Anonymous

"The sessions were moderated very well with a quick pace. The panellists were well prepared and provided relevant insights."

Murphy Oil Corporation

"Great venue and food, very competent IR team enabling everything to flow. Great content and SME's speaking. Well done!"

Anonymous

"The guests and content are fantastic. Really appreciate all the work that goes into getting these sessions together. Thank you."

Nano One Materials

Part of Governance LIVE 2024

The Corporate Reporting Forum is part of Governance LIVE 2024, a series of events celebrating governance professionals and promoting excellence and good governance at public issuers. If you’d like access to all three events, visit our website to get your all-access two-day pass at a discounted rate!
 

Corporate Reporting Forum Corporate Governance Forum Corporate Governance Awards
November 6, 2024, New York November 7, 2024, New York November 7, 2024, New York
 

 

 

 

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Coalition for the homeless

IR Magazine and Governance Intelligence are long-term supporters of the Coalition for the HomelessThe Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.

We would be grateful if you are able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.

For further information about their work, please visit coalitionforthehomeless.org.

 

VIEW THE DONATION LIST

 

Book your Place

Click on the button below to book your ticket.

The corporate rate is reserved for in-house IR, communication and governance professionals, employed directly by a corporation listed on a public stock exchange ONLY.

SOLD OUT: First release rate tickets

SOLD OUT: Non-corporate tickets

We have now sold out of Non-corporate tickets for this event. If you don’t fall under the corporate rate and would like to get involved please email Ian Richman at [email protected].

If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156.

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