Clifford Chance offices, New York
As corporate reporting requirements increased globally and companies faced 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 could add further strategic value, aid decision-making and serve the needs of public company stakeholders.
Throughout the one-day event, we held interactive discussions on a wide range of reporting disciplines, including ESG reporting, proxy statements and quarterly & annual financial results.
The corporate reporting forum was open to all involved in financial and non-financial reporting and was 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.
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.
Moderator: Steven Wade, head of content, IR Magazine and Governance Intelligence
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.
Moderator: Ben Maiden, editor-at-large, Governance Intelligence
Danielle Kloeblen, vice president finance & investor relations, McGraw Hill
Fionna Ross, sustainability investment director & head of sustainability institute, Americas, abdrn
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.
Moderator: Laurie Havelock, editor, IR Magazine
Darrah Feldman, senior vice president of sustainability and responsibility, Ziff Davis
Chris Librie, head of ESG, Applied Materials
Aaron Rudd, vice president, ESG practice lead, Broadridge Financial Solutions
Aron Treso, senior ESG analyst, Novisto
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.
Moderator: Steven Wade, head of content, IR Magazine and Governance Intelligence
Erika Balbuena, head of ESG and sustainability, Robinhood Markets
Carrie Christopher, former senior director of governance, Cisco and former senior director ESG & sustainability, Splunk
Lisa Ware-Alexander, vice president, deputy general counsel, corporate secretary and chief compliance officer, Bunge
12:30 PM
Networking Lunch
12:30 PM
Optional roundtable - Navigating ESG in the post-election landscape: Strategic insights for board directors and management teams
ESG and sustainability initiatives face heightened scrutiny and divergent perspectives from key stakeholders, including investors, employees, and policymakers. This session will explore strategies for navigating these conflicting viewpoints while maintaining strong corporate governance and gain insights into how these factors impact strategic planning and risk management. Join us as we discuss how companies and boards can determine when to speak out on social issues , balance stakeholder expectations, and navigate the evolving environment post-election.
Due to limited numbers please sign up to this in advance here
Beth Sasfai, partner, Cooley
13:30 PM
Fireside chat: Author of Leaving Planet Simple
Moderator: Steven Wade, head of content, IR Magazine and Governance Intelligence
Dr. Alex Gold, CEO, BWD North America
13:40 PM
Roundtable discussion: Utilizing AI and automation to reduce reporting fatigue and improve disclosures
This discussion 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.
• Enhancing materiality assessments with AI: How AI can be used to improve the materiality assessment
process
• Maintaining accurate public data and streamlining ESG questionnaires: discuss 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
14:10 PM
The evolution of earnings reporting
Many companies are getting increasingly more creative when reporting their earnings. Moving away from the usual format and customizing one that best fits their own company and their analysts/investors needs.
This panel will showcase how to effectively tell your story by taking a strategic approach to earnings reporting/communications.
Moderator, Steven Wade, head of content, IR Magazine and Governance Intelligence
Jen Earyes, vice president investor relations, Navient
Nicole Fritz, assistant corporate secretary and senior counsel, corporate & securities, The Kraft Heinz Company
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.
Moderator: Ben Maiden, editor-at-large, Governance Intelligence
David Hamm, senior vice president, deputy general counsel and assistant secretary, Summit Materials
Laura Maushart, corporate governance counsel, Allstate Insurance Company
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.
Moderator: Laurie Havelock, editor, IR Magazine
Scott Lam, senior vice president US sales & partnerships, The Nuvo Group
Erika Karp, principal, Cornerstone Impact
Paul Sharobeem, associate general counsel and assistant secretary, Century Aluminum Company
16:30 PM
Closing remarks and networking drinks
To inquire about future speaking opportunities, contact [email protected] or +44 0208 004 6322
Carrie Christopher
Former senior director of governance, cisco and former senior director ESG & sustainability, splunk
Splunk/Cisco
Carrie Christopher
Carrie Christopher brings more than 18 years of experience leading initiatives for corporate reporting, materiality assessments, and ESG and climate strategy and initiatives, with her most recent roles serving as Sr. Director of Governance at Cisco, overseeing ESG data and disclosure governance and Sr. Director of ESG and Sustainability at Splunk, overseeing global climate strategy and impact reporting. Carrie also served as the Global Sustainability Reporting Director for Newmont Corporation, Founder and co-owner of Concept Green, a women-owned certified B-Corp and corporate reporting consultancy, and she has served on multiple standards-setting bodies and advisory roles related to the harmonization of ESG metrics and governance.
Ms. Christopher brings depth, focus and clarity to the rapidly evolving ESG reporting space and enjoys working at the convergence of non-financial and financial reporting standards in service to the broader vision of an equitable, inclusive, and purpose-driven future.
Fionna Ross
Sustainable investment director and head of sustainability institute, americas
Abrdn
Fionna Ross is a Sustainable Investment Director and Head of abrdn’s Sustainability Institute for the Americas.
Fionna joined abrdn in 2008 as an ESG Researcher on the Global Equities desk, before moving onto become a Senior ESG Analyst on what has today become abrdn’s Sustainable Investments team. Prior to her current role as Head of the Americas Sustainability Institute, Fionna spent 5 years as an on-desk ESG analyst on the US Equities desk in Philadelphia where she led ESG integration and stewardship efforts across equities in the region. As Head of the Americas Sustainability Institute, Fionna leads abrdn’s sustainability efforts within the region. Outside of abrdn, Fionna is an active member of the Philadelphia CFA Chapter’s Sustainable Investing Thought Leadership Group.
Fionna graduated with a BSc (Hons) in Geography from St Andrews University and an MSc in Quaternary Science from Royal Holloway, University of London before returning to St Andrews for three years as a postgraduate research student working in collaboration with the British Geological Survey. Fionna holds the CFA UK Certificate in Investment Management (IMC) and also completed the University of Cambridge Institute for Sustainability Leadership (CISL) short course on Sustainable Finance.
Chris Librie
Head of ESG
Applied Materials
Chris Librie Bio
Chris Librie is Applied Materials Head of ESG. In that role, Chris is responsible for accelerating the company’s environmental, social and governance programs while communicating these to external stakeholders.
During his tenure, Chris has driven Applied’s climate strategy joining RE100, setting science-based targets (SBTs) and launching the Net Zero 2040 Playbook. He represents the company regularly in public forums and meetings with investors.
Prior to Applied, Chris led ESG and corporate sustainability programs at eBay, Hewlett Packard, and S.C. Johnson, helping these organizations improve their sustainability performance while achieving the highest recognition from leading external organizations such as CDP.
Chris holds an MBA from the University of Edinburgh and a BA in history from the University of Pennsylvania.
Darrah Feldman
Senior vice president of sustainability
Ziff Davis
Darrah Feldman is Senior Vice President of Sustainability at Ziff Davis. Prior, she served as Director of Corporate Responsibility at CIT. Over the past 20 years Darrah has worked at a number of financial services firms – including JPMorgan Chase, Merrill Lynch, and Smith Barney – in marketing and social impact roles.
In addition, Darrah has consulted for small start-ups as well as Fortune 500 companies and has served clients in a wide variety of industries including consumer packaged goods, education, publishing and entertainment. Darrah graduated from Tufts University with a B.A. in Political Science, and has an M.B.A. from Columbia Business School. She serves on the board of Greyston Foundation.
Ron Schneider
Director, corporate governance services
DFIN
Ron Schneider is Director, Corporate Governance Services for Donnelley Financial Solutions (DFIN). He is responsible for providing thought leadership on emerging corporate governance, proxy, sustainability and other disclosure issues. Over the past four decades, Ron has advised and assisted senior management, the C-suite and boards of public companies of all sizes, industries and stages of growth to establish effective investor engagement programs, facing investor activism, and with challenging proxy solicitations involving corporate governance, compensation and control issues.
During his career, he has managed more than 1,600 proxy solicitations, 200 tender or exchange offers and 30 proxy contests, with his proxy fight clients succeeding in over 70% of such situations.
Ron’s prior experience includes three years at investor relations agency The Financial Relations Board (FRB), three years at AST Phoenix Advisors and nine years at BNY Mellon, providing thought leadership on regulatory changes and emerging best practices. Earlier in his career, Ron held increasingly senior positions at major proxy solicitation firms Morrow & Company, D.F. King and Georgeson & Company, where he served on its first Board of Directors. Ron earned a B.A. in Economics from Princeton University.
Scott Lam
Senior vice president US sales and partnerships
The Nuvo Group
Scott Lam is a tenured Sales Leader and Solutions Executive, bringing more than 20 years’ experience in driving Capital Markets and Proxy solutions to his clients. Scott has worked for Microsoft, Broadridge, Alliance Advisors and Morrow & Co giving him a myriad of valuable experience that benefits his network and clients.
Known for his strategic approach and ability to inspire others, Scott has successfully navigated the challenges of the industry, fostering growth and operational excellence. With a passion for service and a commitment to leadership, he continues to make a significant impact in his role at The Nuvo Group.
Erika Balbuena
Head of ESG and sustainability
Robinhood Markets
Erika is a corporate sustainability executive who has been at the nexus of technology, corporate strategy, and sustainable business for over a decade. Having built ESG and Impact work at two pre-IPO companies, she thrives on building this work from the ground up. She is the award-winning Head of ESG (environment, social, governance) & Sustainability at Robinhood where she leads Robinhood’s corporate ESG and sustainability strategy. Erika created Robinhood’s ESG strategy, released their first report two months after IPO, continues to build sustainability program, manages investor relationships, present to the Board of Directors, among other responsibilities.
As the former Global Head of Impact Computing at Amazon Web Services, she helped customers and organizations like start-ups, leading web companies, and Global 500 companies leverage the power of cloud computing to solve some of the world’s biggest challenges—whether that meant mapping the world’s water supply, curing cancer, or reducing carbon emissions. Prior to joining Amazon, she headed up Strategic Initiatives at Twilio.org, launching the Twilio.org Impact Fund, where she led early stage investments in social enterprises and nonprofits focused on accelerating their impact through innovative communication technologies. While at Twilio, she also served as a catalyst in building out their crisis response team and aided social impact organizations in utilizing Twilio’s communications platform.
Erika has shared her passion for corporation’s role in solving large, global problems at the Global Philanthropy Forum, the National Association for Security Professionals (NASP), SOCAP, and the NetHope Global Summit, to name a few. She began her career in tech at TaskRabbit and prior to that consulted for large and small nonprofits, including the $600 Million Campaign for UCSF Medical Center. Erika holds ESG and Climate Global Certificates from Competent Boards. She is passionate about creating a seat at her table for underrepresented groups, which she accomplishes as an active member and advisor of several organizations that champion women and social entrepreneurs, such as Clarasight, ANGELS.vc, Raise for Good, and Hipower.
Dana Eddis
Associate general counsel, corporate and assistant secretary
Corteva Agriscience
Bio – Dana Eddis joined Corteva, a Fortune 500 agricultural technology company, in October 2019 as Associate General Counsel, Corporate and Assistant Secretary, where she leads a team responsible for governance, financial, M&A, disclosure and sustainability matters. Prior to joining Corteva, Dana was Associate General Counsel and Assistant Secretary at Trinseo, a private-equity backed European-based materials manufacturer spun off from The Dow Chemical Company, where she was responsible for securities, finance, commercial and governance matters. Prior to joining Trinseo in March 2015, Dana was counsel and chief compliance officer for Morningstar, Inc.’s credit rating business, where she was responsible for overseeing its compliance and regulatory advocacy activities of the credit rating business, including the implementation of its Dodd-Frank compliance program and its expansion into new rating categories. Before going in-house, Dana spent several years with a regional AmLaw 200 law firm advising on mergers, acquisitions, divestures, capital markets, securities, governance, regulatory compliance, and commercial matters. Dana received her J.D., M.B.A., and B.A. in Economics degrees from Temple University and serves on the alumni board for Temple’s economics program. Prior to attending law school, Dana spent several years at The Vanguard Group, one of the world’s largest investment firms.
Erika Karp
Principal
Cornerstone Impact
Erika Karp Executive Director, Finance Leaders Fellowship The Aspen Institute Erika Karp is the Executive Director of the Finance Leaders Fellowship (FLF) at The Aspen Institute, a program dedicated to igniting senior finance leaders around a shared vision of transforming the finance industry. In her capacity, Erika steers the strategic course of the Fellowship, prioritizing opportunity and urgency among the Fellowship’s exceptional group of Fellows. As these finance leaders pursue their professional ambitions, Erika actively seeks to uncover synergies across functions, sectors, and regions, aiming to enhance the trust, breadth, and impact of global institutions on environmental and societal fronts. Chief among her responsibilities is to catalyze action to support new ventures and cultivate a community of values-driven leaders. Erika joined the Aspen Institute in January 2024 following 25-plus years of experience in finance and capital markets, with leadership roles spanning sustainable and impact investing, investment banking, asset management, and wealth advising. While on Wall Street, Erika developed a deep belief in environmental, social, and governance (ESG) analysis as a critical input to investment decision-making. From this belief stemmed her vision to leverage the system of capitalism towards a more regenerative and inclusive global economy, in part by advocating for the confluence and strategic deployment of financial, human, and natural capital. Before joining Aspen Institute, Erika served as Executive Managing Director and Chief Impact Officer at Pathstone, an $80B family office and investment advisor. Prior to that, Erika was founder and CEO of Cornerstone Capital Group, a sustainable and impact investment advisory firm, which she founded in 2013 and scaled from zero to $1.3B AUM before leading the merger with Pathstone in 2021. Before founding Cornerstone, Erika was the Managing Director and Head of Global Sector Research at UBS Investment Bank, where she created and chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board. Erika was appointed to the World Economic Forum (WEF) Global Agenda Council on Financing and Capital. She was a Founding Board Member of the Sustainability Accounting Standards Board (SASB) and a Member of the Board Development program of the UN Global Compact. Additionally, Erika served as the Impact Investment Advisor to the Clinton Global Initiative. Erika speaks on matters of sustainable investing and finance at venues around the world, including Oxford University, the UN Principles for Responsible Investment, the Wharton School, the New York Stock Exchange, the Organization for Economic Cooperation & Development, the White House, and the Vatican. Erika holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School. She lives in Manhattan with her wife Sari who is a Psychoanalyst, and her three daughters. Among her interests are traveling and playing poker. She is currently studying Hebrew and Torah under the tutelage of her youngest daughter.
Laura Maushart
Corporate governance counsel
Allstate Insurance Company
Laura M. Maushart
Corporate Governance Counsel
Allstate Insurance Company
Laura M. Maushart is a Corporate Governance Counsel at Allstate Insurance Company where she advises on corporate governance matters, including the company’s proxy statement, the board and committees, subsidiaries, and shareholder engagement. She also collaborates with the sustainability team and SEC reporting team. Prior to joining the Corporate Governance team, Laura practiced litigation on Allstate’s Staff Counsel. Laura received her Juris Doctor from Northern Kentucky University Chase College of Law and a Bachelor of Arts degree from Northern Kentucky University.
Roxanne Sharif
Senior manager, sustainability compliance
Mohawk Industries
Roxanne Sharif – Senior Manager, Sustainability Compliance
Roxanne Sharif is a seasoned expert in sustainability reporting, currently serving as the Senior Manager of Sustainability Compliance at Mohawk Industries, a global leader in flooring manufacturing. With extensive experience in sustainability strategy, reporting, and compliance, Roxanne plays a key role on the Company’s Data, Carbon, and Compliance team. She is instrumental to integrating sustainability into broader corporate governance and compliance functions, ensuring the Company meets the increasingly complex and evolving ESG regulations, standards, and assurance requirements.
Roxanne’s expertise lies in navigating the global landscape for sustainability reporting and shaping corporate ESG disclosures under the European Union’s CSRD/ESRS requirements, in addition to California’s Climate Laws, GRI, CDP, TCFD and SASB (ISSB). Her work is at the forefront of the ongoing evolution in sustainability reporting and measurement standards, collaborating closely with internal audit teams to strengthen data accuracy and navigate assurance processes for sustainability data.
Prior to joining Mohawk, Roxanne was an Account Executive at Datamaran, where she specialized in conducting materiality assessments, ESG emerging risk analysis and Ai-powered data analytics, working closely with C-suite executives to inform corporate strategies and advance governance practices. Her experience spans both the private and nonprofit sectors, having held positions where she contributed to policy research and the development of sustainability legislation in New York City. Roxanne holds an MBA in Sustainability Management from Bard College and continues to build her knowledge at the intersection of sustainability and finance to help foster more integrated thinking.
Paul Sharobeem
Associate general counsel and assistant secretary
Century Aluminum Company
Paul Sharobeem
Associate General Counsel & Assistant Secretary
Century Aluminum Company
Paul Sharobeem is Associate General Counsel and Assistant Secretary of Century Aluminum Company, a role he has held since 2022. In his current role, Paul oversees all of Century’s transactional and corporate governance related legal support including advising the company’s senior management and Board of Directors on legal and governance related matters, as well as direct support of Century’s securities, capital markets, corporate finance, executive compensation, M&A, commercial and sustainability functions. Paul also leads Century’s annual shareholder outreach and engagement program. Over his nearly two-decade long career, Paul has developed a successful record of leading cross-border teams and has held roles of increasing responsibility to include oversight of additional responsibilities including compliance, commercial litigation, and legal operations.
Prior to his current role, Paul was Senior Governance Counsel at Aramco, one of the largest energy companies in the world, helping to prepare its Board policies, processes and procedures leading up to Aramco’s IPO, and then manage the Governance function immediately post IPO, which remains the largest ever. Prior to that, Paul served as Senior Corporate Counsel at Caterpillar, Inc., a leading manufacturer of construction and mining equipment, and prior to that, represented several multi-national corporations as outside counsel at a global law firm. Paul holds an undergraduate degree from New York University and two graduate degrees, including a juris doctor, from the University of Florida.
Lisa Ware-Alexander
Vice president, corporate secretary and chief compliance and ethics officer
Bunge
Lisa Ware-Alexander has served since March 2020 as VP, Corporate Secretary and Chief Compliance & Ethics Officer in the St. Louis office of Bunge Global SA, a leader in agribusiness, food and ingredients. She leads a team responsible for corporate governance, supporting the Company’s board of directors, and for corporate finance, securities and the full range of public company obligations. In addition, she leads the global ethics and compliance program and is responsible for legal and compliance integration efforts related to the Company’s recently announced merger with Viterra Limited. Prior to joining Bunge, she most recently served as Vice President, General Counsel, Chief Compliance Officer in the Calgary, Canada and Loveland Colorado offices of Nutrien Limited, the world’s largest supplier of crop inputs, services and solutions, and the largest retailer of agricultural products. There, she was also responsible for legal and compliance integration efforts related to the formation of Nutrien.
Lisa has over 25 years of experience advising multinational corporations, influencing strategic direction, and delivering sound counsel on the intersection of corporate governance, ethics, global regulatory, ESG and corporate responsibility, crisis and risk management. Lisa has extensive experience across several industries including agriculture, food & ingredients, manufacturing and financial services. Lisa’s commitment towards impacting businesses on a global scale is most evident through her expertise in ethics, ESG, M&A, and global transformations, along with her commitment towards championing diversity and inclusion. She has extensive global experience in North and South America, Europe, and Asia and has experience leading and developing teams across each continent. Lisa obtained a Juris Doctorate degree from Chicago Kent College of Law.
Danielle Kloeblen
Vice president finance and investor relations
McGraw Hill
Danielle Kloeblen, CFA is a multi-disciplined investor relations executive with deep financial, strategy, and leadership experience across many sectors, market capitalizations, and across both public and private companies. During her 20 plus career she has proven to be an agile senior leader with an ability to drive operational excellence through strategic and tactical measures while developing relationships with investors and research analysts globally.
Danielle is recognized as a forward thinker with an astute value creation lens for key financial decision making. She has advised executive leaders on value creation, capital allocation, shareholder strategies, crisis management, and investor and financial communications. Danielle’s commitment to training, mentoring, and coaching is a cornerstone of her leadership style entrusting her team to make independent decisions while also collaborating cross functionally.
Danielle’s professional experience includes investor relations, corporate and business unit finance, strategy, M&A, treasury, and ESG. Through her leadership she has brought forward new investors and helped drive capital structure improvements resulting in tangible cash interest savings. Danielle has also been instrumental setting up investor relations functions from the bottom up including the establishment of process and structure with the appropriate level of financial insight.
Danielle is an active participant in the CFA Institute and NIRI.
Beth Sasfai
Partner
Cooley
Beth Sasfai is a partner in Cooley’s public companies group and leads the firm’s ESG & sustainability advisory practice. She regularly advises boards of directors and management on a wide range of corporate governance, disclosure and regulatory compliance matters – including corporate governance policy and trends, shareholder engagement and activism, shareholder proposals and proxy season matters, and environmental, social and governance (ESG). She is a seasoned professional with a distinguished career spanning 20+ years in a fortune 20 company, which positions her as a trusted advisor to boards and executive teams.
Beth closely monitors and advises clients on evolving best practices and on corporate governance and ESG proposals put forth by Congress, the Securities and Exchange Commission, stock exchanges, and other stakeholders. Beth brings a wealth of experience in guiding US and international clients through the complex ESG regulatory landscape, including reporting and disclosure controls, engaging with stakeholders, and operationalizing governance and risk management processes.
In addition to her public companies practice, Beth counsels companies of al market caps across a broad spectrum of industries, helping to integrate sustainability strategies, oversight, and risk management principles into the life cycle of early-stage growth companies and pre-initial public offering companies to facilitate their evolution into large, publicly traded entities. In advising companies on ways to integrate sustainability principles into business strategy and operations early on, Beth helps companies build resilience, enhance stakeholder relationships and future-proof their operations.
Before joining Cooley, Beth was Verizon’s chief ESG officer and senior vice president of corporate governance. She also served as a management liaison to Verizon’s board of directors’ corporate governance and policy committee, which was charged with overseeing sustainability, governance, public policy and reputational risk. Prior to joining Verizon, Beth practiced in the corporate and litigation groups of prominent New York City law firms.
Education
University of Pennsylvania
JD, 1997
Simmons Colege
BA, 1993.
Alex Gold
CEO
BWD North America
A trained biologist with a PhD in resilience science, Dr. Alex Gold can pinpoint exactly how organizations rely on social and natural resources to create value. He is the author of Leaving Planet Simple: Embracing Sustainability, ESG, and Resilience to Transform Your Business, which was published late 2024 by ForbesBooks.
Alex puts the blueprint into action as CEO of BWD North America. BWD partners with organizations large and small on sustainability strategy, scenario analysis, and meeting expectations on sustainability reporting. Before launching BWD North America, Alex worked in-house at listed companies in roles that directly reported to executive and board teams seeking to integrate sustainability into corporate strategy and risk management.
Born and raised in the United States, Alex spent over a decade as a professional in Australia and is a dual citizen of both countries.
Chris Gaskill
Executive vice president, chief legal officer and secretary
Summit Materials
Christopher B. Gaskill joined Summit Materials in 2015 and became Chief Legal Officer in 2021. In this role, Chris has led significant corporate governance transformations, including the declassification of the board, the introduction of an employee stock purchase program, and the integration of ESG oversight into the board’s responsibilities. His leadership has been critical in modernizing Summit’s governance practices, improving transparency, and driving long-term shareholder value.
Before joining Summit, Chris held senior legal roles at The Western Union Company and Cardinal Health, Inc., where he developed extensive expertise in corporate governance, regulatory compliance, and legal strategy for multinational businesses. He began his legal career at Simpson Thacher & Bartlett, LLP in New York City, advising leading corporations on complex legal matters. Chris holds a Bachelor of Arts in Government and Legal Studies from Bowdoin College and a Juris Doctor from the University of Virginia School of Law. In addition to his professional responsibilities, Chris serves as the Chair of the Board of Governors for Goodwill Colorado, underscoring his commitment to community service. His strategic leadership earned him recognition as Governance Professional of the Year at the 2022 Corporate Governance Awards.
Jen Earyes
Vice president of investor relations
Navient
Jen Earyes is a financial executive with over 15 years of experience in investor relations, corporate finance, and capital markets. As the Head of IR at a publicly traded company, Jen builds and manages relationships with investors, analysts, and other key stakeholders.
With a deep understanding of business development, market dynamics, and strategic communication, Jen ensures that Navient effectively conveys its value proposition to the market. She is instrumental in shaping the company’s financial messaging, overseeing quarterly earnings releases, investor materials, and roadshows, all in compliance with regulatory standards.
Previously, she served as the head of policy at the Structured Finance Association, where she was responsible for driving consensus across investors, issuers, and other market participants on policy initiatives for the industry. Most notably, Jen played a driving role in the development of The LIBOR Act and TALF 2.0.
Prior to that experience, Jen held leadership roles at a top global asset-backed security issuer, where she gained expertise in shareholder activism, mergers and acquisitions, and trading. She is recognized for her ability to foster trust, transparency, and alignment across conflicting perspectives.
Giving back to the industry is important to Jen; she currently serves as a member of the board of the Student Loan Servicing Alliance. Throughout her career, Jen has participated numerous industry committees, including serving on Federal Reserve-convened committees as Chairwoman of a student loan committee and co-lead of a securitization committee, as an appointee to the Commodity Futures Trading Commission’s (CFTC) Interest Rate Benchmark Reform Subcommittee and as an advisor of the Treasury Advisory Group for the Association for Financial Professionals.
Jen earned a Bachelor of Science with Distinction in Finance from the School of Business at George Mason University and is designated as a Certified Treasury Professional (CTP).
Aaron Rudd
Vice president, ESG practice lead
Broadridge Financial Solutions
Aaron Rudd is the ESG Practice Lead for Corporate Issuers at Broadridge Financial Solutions. In this role, he is delivering software, data, and advisory solutions for corporate sustainability stakeholders. The end goal is to help companies transform their unrealized sustainability strategies into market reality.
For over two decades, Aaron has functioned in global leadership roles in delivering software, data, and service solutions to large corporations. He has a multi-disciplinary background with specific experience in supply-chain management, risk management, compliance, environment, health and safety, and sustainability. In 2016, he was recognized by Supply & Demand Chain Executive as a Provider Pro to Know and in 2017 helped lead a study with the National Safety Council on the Safety Benefits of Contractor Management programs.
Aron Treso
Senior ESG analyst
Novisto
Aron Treso is a Senior ESG Analyst at Novisto, where he leverages his domain expertise to guide organizations through their ESG reporting journeys. Before joining Novisto, Aron held roles in project management and as a controller at a subsidiary of SAP, where he honed his skills in operational efficiency and reporting. He holds a graduate degree from HEC Montréal, where he specialized in ESG reporting and environmental life cycle assessments.
Nicole Fritz
Assistant corporate secretary and senior counsel, corporate & securities
The Kraft Heinz Company
Nicole Fritz is Assistant Corporate Secretary and Senior Counsel, Corporate & Securities for The Kraft Heinz Company. She has broad general corporate and transactional experience representing public and private companies and investment banks in public company compliance, securities offerings, venture capital financings, mergers and acquisitions, and formation and startup matters, with a particular focus on securities law compliance and corporate governance. Ms. Fritz was previously Senior Counsel at MicroStrategy, a data analytics software company. Before moving in-house, she was an associate at Latham & Watkins in Silicon Valley and Washington, DC and was a member of the firm’s Pro Bono Committee. Ms. Fritz has prior professional experience in public relations, strategic planning, and constituency building. She received her JD from the University of California, Berkeley, where she was an editor for the Berkeley Journal of International Law, and her Bachelor of Journalism and Bachelor of Arts from the University of Missouri. She is admitted to practice in California, Washington DC, and Illinois.
Ben Maiden
Editor-at-large
Governance Intelligence
Ben Maiden is the editor-at-large for Governance Intelligence, an IR Media publication, having joined the company in December 2016. He is based in New York. Ben was previously managing editor of Compliance Reporter, covering regulatory and compliance issues affecting broker-dealers and asset management firms in the US and Europe. Before that, he was editor of Euromoney Institutional Investor’s International Financial Law Review and IFLR’s Americas editor, working in London and New York.
Steve Wade
Head of content
IR Magazine and Governance Intelligence
Steve Wade is a content researcher and conference producer at IR Magazine where he is responsible for crowd-sourcing intelligence on the big global issues facing investor relations. Steve also creates events where the IROs and the wider financial community can discuss, debate and learn about ways to develop the IR function.
Prior to IR Magazine, Steven’s background has been in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium, an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank and the Polish Ministry of Finance.
Steve has a degree in Event Management and enjoys playing rugby in his spare time.
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.
In Association with
Clifford Chance is one of the world’s pre-eminent law firms with significant depth and range of resources across five continents. We provide our clients with the highest-quality advice and legal insight, which combines the firm’s global standards with in-depth local expertise. We advise clients the world over on sustainable business transition and transformation, offering global coverage and technical excellence in the major aspects of ESG. The climate emergency, imperative social issues, and increased importance of effective governance require advice and support from the forefront of ESG developments, as part of achieving the Just Transition. Our team is on hand to enable business transition and to protect and create your sustainable growth.
For more information, please visit our website.
Forum Partners
Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We help drive business transformation with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. We power the entire investment lifecycle, from trading, portfolio management and financial advisory to omni-channel communications. Part of the Canadian financial services community for three decades, our footprint spans the big five banks, one-third of North American wealth management firms and 75 percent of the mailboxes in North America. We are uniquely positioned to help clients get ahead of today’s challenges and capitalize on what’s next.
Broadridge also delivers a single-source solution to help corporations simplify securityholder management, efficiently navigate regulatory and compliance communication requirements and gain insights to effectively serve and engage securityholders. Our smart, simple and strategic solutions for public companies and alternative investments, such as REITs help you build your brand and engage your securityholders. Our communication tools help gain efficiencies, cultivate goodwill toward your brand, educate and influence securityholders and increase participation. We simplify the annual meeting process by streamlining proxy communications that improve your annual meetings with solutions to efficiently, and effectively reach all of your securityholders and support your goals and priorities. We help you drive a successful proxy outcome with data-driven, predictive insights based on securityholder voting patterns. Our data and insights help you gain a greater understanding of securityholder behaviours and trends so you can make smart decisions that support good governance practices.
For more information please visit: www.broadridge.com.
BWD is a fast-growing sustainability consultancy and certified B Corp. Our purpose is to partner with businesses to shape a better future.
We have offices in New York, Arizona, Sydney and Brisbane, and our client base includes industry-leading companies in the US, Asia and Australia.
We view sustainability as an opportunity to build organizational resilience and long-term value. Our approach is premised on integrating sustainability into overall strategy, navigating social and environmental change, and contributing to a flourishing planet and society.
Our areas of focus include aligning sustainability strategy with enterprise value, materiality, reporting (including mandatory reporting such as CSRD, ISSB, etc.), climate change, nature, circular economy, modern slavery, sustainability governance, and metrics and targets.
To learn more about us please visit our website.
Cooley’s lawyers solve legal issues for entrepreneurs, investors, financial institutions and established companies with an emphasis on technology, life sciences and other high-growth industries. Clients partner with Cooley on transformative deals, complex IP and regulatory matters, and high-stakes litigation, where innovation meets the law. For more information please visit Cooley.com.
DFIN is a leading global risk and compliance company. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles.
As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.
Learn about DFIN’s end-to-end risk and compliance solutions. Visit www.dfinsolutions.com or call +1 800 823 5304.
Q4 Inc. (TSX: QFOR) is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.
The Q4 Platform facilitates interactions across the capital markets through IR website products, virtual events solutions, engagement analytics, investor relations CRM, shareholder and market analysis, surveillance, and ESG tools. The Q4 Platform is the only holistic capital markets access platform that digitally drives connections, analyzes impact, and targets the right engagement to help public companies work faster and smarter.
The company is a trusted partner to more than 2,650 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.
Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.
The Nuvo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of ground breaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit www.thenuvogroup.com.
Supporting Partners
3BL is the leading sustainability and social impact communications partner, connecting organizations’ stories of purpose and progress with the audiences who matter most. We partner with over 1,500 companies – from global corporations and mid-sized enterprises to NGOs and nonprofits – to elevate their reputations as players in the world of responsible business. We do this through unrivaled news and content distribution, bespoke storytelling support, and our digital media division, TriplePundit.
For more information, please visit www.3blmedia.com.
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 attendees:
Job title | Company | Job title | Company | |
Associate GC & AS | Century Aluminum Company | Principal | Cornerstone Impact | |
Associate GC and CS | Corteva Agriscience | Senior compliance officer | abrdn | |
GC, corporate & securities | Bunge | Senior corporate counsel | The Clorox Company | |
CFO | Envela Corporation | Senior ESG project manager | Applied Materials | |
Corporate counsel | Booking Holdings | Senior manager, sustainability compliance | Mohawk Industries | |
Corporate governance counsel | Allstate Insurance Company | Sustainability manager | Emerson | |
Director | Booking Holdings | SVP, corporate communications | Ziff Davis | |
EVP, corporate governance | Strive | SVP, deputy GC and assistant secretary | Summit Materials | |
Finance, director | Cognizant Technology Solutions | SVP, senior counsel & assistant secretary | Paramount | |
Global director, ESG | News Corp | SVP, sustainability and responsibility | Ziff Davis | |
Head of investor relations | Navient | VP, audit and compliance | Emerson | |
Head, ESG | Applied Materials | VP, investor relations | Moody’s Corporation | |
Investor relations analyst | Colgate Palmolive | VP, chief SEC counsel and secretary | American Water Works Company | |
IR | MSA Safety | VP, finance & IR | McGraw Hill | |
IR | Pegasystems | VP, senior counsel & corporate secretary | Henry Schein | |
Manager, corporate comms | Ziff Davis | VP, sustainability | KKR | |
Manager, IR | VF Corporation | VP, sustainability | UnitedHealth Group |
Corporate Reporting Forum | Corporate Governance Forum | Corporate Governance Awards | ||
November 6, 2024, New York | November 7, 2024, New York | November 7, 2024, New York | ||
IR Magazine and Governance Intelligence are long-term supporters of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
Thank you to those who were 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.
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