Clifford Chance offices, New York
Learn from the 2023 Proxy Season
The SEC’s actions to date increase the focus on executive compensation, human capital, climate and cyber-security disclosures. Furthermore, a continued focus on empowering more shareholders to submit proposals will create additional challenges for companies this proxy season.
The Corporate Secretary Forum – Summer was positioned to help governance teams understand the latest proxy season trends, share best practices and prepare for new rules in 2023.
Attendees joined us to:
Timings on the agenda are shown in Eastern Time (ET)
Click each individual title to read the full session description
08:30 AM
Registration and refreshments: Meet the attendees
09:00 AM
Opening remarks: Welcome to the forum
Ben Maiden, editor-at-large, Corporate Secretary
Benjamin Sibbett, partner, Clifford Chance
09:15 AM
Board briefing: How will companies address new issues in 2023
Stay up-to-date with the evolving role of boards amid a backdrop of volatile markets and changing SEC regulations.
This session explores the latest governance trends and how they impact boards of public companies. This session will better equip corporate secretaries to facilitate superior oversight and ensure their businesses are prepared to address any new issues that may arise in 2023, and beyond.
• Hear about the evolving expectations for the board and corporate disclosures
• Understand the governance trends created by the SEC’s regulatory agenda
• Learn about the emerging challenges created by market volatility
Moderator: Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
Melodie Craft, vice president legal affairs and risk management, corporate secretary, chief compliance officer, McGrath RentCorp
Lisa Keith, executive vice president, general counsel and corporate secretary, Steve Madden
10:00 AM
Compensation: Adapting to pay vs. performance, clawbacks, and insider trading rules
The SEC’s adoption of new rules on pay vs. performance, clawbacks and insider trading requires companies to disclose the relationship between company performance and executive compensation, allows companies to recover incentive-based compensation and prohibits insiders from profiting from non-public information.
This session will explore how corporate secretaries can better equip their compensation committees, identify compliance risks and enhance oversight in-line with the latest remuneration rules.
• Learn how best to manage new Item 402 disclosures and discuss the impact pay vs. performance will have on the relationship between boards and executives
• Debate the potential changes that should be made to option grant policies and procedures in anticipation of new rules
• Understand the impact of Rule 10D-1 on corporate clawbacks and understand changes that need to be made to recovery policies
• Hear how companies are updating and disclosing their 10b5-1 plans to remain compliant with the new rules
Moderator: Steven Wade, head of event content, IR Magazine & Corporate Secretary
Heather Houston, senior vice president, chief counsel, corporate and secretary, Empire State Realty Trust
Atul Porwal, senior associate general counsel and assistant secretary, Snap Inc
Elizabeth K. Riotte, vice president, deputy general counsel and assistant corporate secretary, Avangrid
10:45 AM
Morning networking break
11:15 AM
Activism in 2023: Proposals, preparedness and the Universal Proxy
The expanding universe of shareholder activists, changing activist strategies and the impact of new universal proxy rules could result in increased scrutiny for public companies.
With activist investing back to pre-pandemic levels anticipating stakeholder activism, managing company reputations and preparing defense is critical for boards in 2023
shareholders are more vocal and assertive in their demands for increased transparency and better disclosure
• Discuss Universal Proxy’s impact on board elections and activism and how to adapt
• Debate how pass-through voting and 14a-8 changes could change shareholder activism and if companies should prepare for changes to the volume and investor support of shareholder proposals
• Learn how best to prepare for changing activist tactics, such as swarming
• Hear how to prepare your defense by understanding what issues lead investors to push for change and how to communicate with both activists and other influential stakeholders during a contested campaign
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Chris Gaskill, executive vice president, chief legal officer and corporate secretary, Summit Materials
Anshu Pasricha, general counsel, corporate secretary and chief compliance officer, Astec Industries
12:00 PM
ESG: Are you ready for increased climate disclosures?
The SEC’s climate disclosure rule remains the commission’s top priority. Corporate Secretaries will play a vital role in helping boards prepare for and comply with increased expectations on company structures, policies, practices and reporting.
This session will discuss how governance teams can help the board identify and manage climate-related risks, develop a comprehensive ESG strategy, and establish appropriate disclosure processes.
We will also discuss the anti-ESG agenda and the emerging trend of ‘greenhushing’, a reluctance among boards to publicly disclose their ESG targets for fear of greenwashing accusations.
• Hear how companies and management teams are addressing increased expectations related to climate reporting and oversight.
• Discuss the impact of ESG-related activism amid a rising tide of anti-ESG sentiment
• Learn how to address concerns around greenwashing, and greenhushing
• Understand how companies are aligning compensation plans with ESG goals
Moderator: Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
Mehgan Peetz, chief legal officer, corporate secretary, and head of ESG, Shoals Technologies Group
Molly Treese, CLO and corporate secretary, Teradata
12:45 PM
Lunch
13:30 PM
Shareholder engagement amid increasing shareholder accountability
A rise in retail investors, major investment firms making it easier for individual clients to vote and a general trend toward shareholders becoming more actively engaged with governance at companies require a re-think in shareholder engagement practices.
As more power is handed to investors, through technological and regulatory changes, the importance of informing, educating and engaging a broader range of comes to the fore. This session will explore the different strategies, tools and practices governance teams are using to increase transparency and dialogue with their shareholders.
• Discuss how shareholder engagement is changing and what the impacts are for governance teams
• Learn how to better educate retail investors on both the short-and-long term direction of their company
• Understand how to broaden your reach and increase transparency for you, and your board
Moderator: Lauren McDonald, conference producer, IR Magazine and Corporate Secretary
Scott Kindle, strategic partnership executive, Mediant
Karen Leu, general counsel, Burlington Stores
14:15 PM
Defining materiality: Cyber-security disclosure and oversight in the age of mainstream AI
The emergence of ChatGPT is being called AI’s ‘iPhone moment’ but as artificial intelligence becomes mainstream it causes increased risks in the area of cyber-security and data privacy. This is happening at a time when companies are required to improve cyber-security expertise on boards and disclose how they oversee cyber-security-related risks.
In addition, the challenge of determining what constitutes a material breach and when to report on cyber-attacks continues to cause headaches for governance teams.
This session examines the emerging risks in cyber-security and data privacy, discusses how companies can refresh expertise on their boards, and will share how best to determine materiality as it relates to privacy and security.
• Understand how data protection and privacy risks are increasing in the era of mainstream artificial intelligence
• Learn how to recruit the best candidates with cyber-security experience
• Debate how to determine whether a cyber-incident is material, and therefore, must be reported
• Get clarity on what data should be reported to the CEO and board as it relates to cyber-security and data privacy
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Francesca Don Angelo, deputy general counsel and corporate secretary, Galaxy Digital
Dan Silver, partner, Clifford Chance
15:00 PM
Afternoon networking break
15:30 PM
Improving board composition and capabilities
The importance of having a diverse, skilled, and effective board cannot be overstated. However, many organizations struggle with increasing the diversity of backgrounds, skills, and professional experience on their boards while continuing to elect new directors at the current rate.
We will also discuss what impact new universal proxy rules will have in making it easier for shareholders to push for board refreshment, and how companies can better integrate new directors onto the board.
• Hear about strategies and networks that will improve your ability to recruit experienced, qualified, and diverse directors
• Understand how to integrate new directors onto the board effectively, with a focus on better onboarding
• Debate the extent to which Universal Proxy will impact board refreshment
Moderator: Steven Wade, Head of event content, IR Magazine & Corporate Secretary
Daniel Kim, vice president, associate general counsel and corporate secretary, Fortive Corporation
Sophia Lee, chief legal officer and chief sustainability officer, Altus Power
16:15 PM
Champagne Roundtables: Exchange ideas with peers in highly interactive roundtable discussions
Enjoy some champagne while discussing any of the following topics and discuss them with your peers. When the bell rings, move on to your next table and repeat! At the end of the session, hear a roundup of lessons learned so you can apply these when you return to the office.
• Getting started with climate reporting
• The impact of universal proxy on board refreshment
• The evolving role of directors in today’s environment
• Human capital management: evolving challenges
• Regulatory roundtable: how to navigate compliance today
• The impact of volatility on corporate governance
Ben Maiden, editor-at-large, Corporate Secretary
Lauren McDonald, conference producer, IR Magazine and Corporate Secretary
Laurence Taylor, senior conference producer, IR Magazine and Corporate Secretary
Steven Wade, head of event content, IR Magazine & Corporate Secretary
16:45 PM
Summary and networking drinks
Steven Wade, head of event content, IR Magazine & Corporate Secretary
To inquire about speaking at a future forum, please contact [email protected]
Karen Leu
SVP, general counsel & corporate secretary
Burlington Stores
Karen Leu is the SVP, General Counsel & Corporate Secretary of Burlington Stores, Inc., a NYSE-listed Fortune 500 company that operates over 900 stores nationally as on off-price retailer of in-season, fashion-focused merchandise.
Prior to joining Burlington in 2017, Ms. Leu served as General Counsel, Chief Compliance Officer & Corporate Secretary of The Avon Company, a then $1 billion consumer products company in the U.S., following the spin-off off from the global business of Avon Products, Inc. where she served as Vice President, General Counsel North America and in other positions over ten years.
Prior to joining Avon, Ms. Leu was Assistant General Counsel at Tyco International advising its new management team and board of directors, and previously served as a corporate associate at Latham & Watkins in New York.
Ms. Leu has over 20 years of experience with publicly traded companies and law firms, focusing during her career on corporate, governance, securities, finance, mergers & acquisitions, international transactions, executive compensation, employment, litigation and ethics & compliance.
Ms. Leu received her J.D. from New York University School of Law, and B.S. in international economics from Georgetown University.
Benjamin Sibbett
Partner
Clifford Chance
Benjamin Sibbett’s practice encompasses a broad range of domestic and cross-border M&A transactions for a roster of top corporate clients. He has particular expertise leading multi-jurisdictional and multi-practice teams supporting non-US corporate clients that are investing in the United States. He has been independently recognized in Chambers USA (Corporate/M&A), IFLR1000, The Legal 500 US (Corporate/M&A) and The Legal 500 Latin America (Corporate/M&A), with sources saying that he “has a standout client base,” is “smart, responsive and practical” and is “always a pleasure to work with.”
Ben is Co-Head of the Americas Corporate practice and a member of the firm’s Americas Management Committee and Global Corporate Leadership Group. He is an appointed member of the firm’s global Audit & Risk Committee and a former elected member of the firm’s global Partnership Council.
Daniel Kim
Vice president, associate general counsel and corporate secretary
Fortive Corporation
Daniel Kim has been Vice President – Associate General Counsel and Corporate Secretary of Fortive Corporation, an S&P 500 industrial conglomerate, since Fortive became a public company in 2016. Prior to joining Fortive, Daniel was the Associate General Counsel – Chief Transaction Counsel of Beckman Coulter, a medical device company within Danaher Corporation from 2010 to 2016. Prior to joining Danaher, Daniel was in private practice at Latham & Watkins and Glaser Weil. Daniel received his JD from Columbia Law School and his BA in philosophy from UC Berkeley.
Atul Porwal
Senior associate general counsel and assistant secretary
Snap Inc
Atul Porwal is Senior Associate General Counsel and Assistant Secretary at Snap Inc. He joined Snap Inc. in 2015 and oversees various corporate matters including public reporting, securities issuances, mergers and acquisitions, investments, corporate governance matters, and international expansion. Prior to joining Snap Inc., Mr. Porwal was an attorney at Cooley LLP in Palo Alto, and before that, an engineer at General Motors. Mr. Porwal holds a J.D. from Northwestern University School of Law, an MBA from the Kellogg School of Management, and a Masters in Engineering and a Bachelors in Industrial Engineering both from the University of Michigan, Ann Arbor.
Lisa Keith
EVP, general counsel and corporate secretary
Steve Madden
Lisa Keith is the EVP, General Counsel and Corporate Secretary of Steven Madden, Ltd., where she oversees all legal matters for Steve Madden and its portfolio of brands, including Betsey Johnson, Blondo, Dolce Vita, Greats, and BB Dakota. Prior to joining Steve Madden, Lisa was a senior associate at Davis Wright Tremaine LLP, where she specialized in intellectual property law and represented clients in the fashion, technology, food and beverage and luxury goods industries.
Lisa began her legal career at Gibson, Dunn & Crutcher LLP, where she practiced in the litigation department. Lisa has written and spoken on a variety of legal topics.
Lisa earned her J.D. from New York University School of Law and her B.A., summa cum laude, from Brandeis University.
Scott Kindle
Strategic partnership executive
Mediant
Scott Kindle is a Strategic Partnership Executive for Mediant, responsible for managing Channel partner relationships for the Issuer Solutions Team while providing training and sales assistance to drive continued growth. Joining Mediant in 2016 with an extensive background in sales, he previously served as Relationship Manager in the Issuer Solutions Group. Mr. Kindle holds a BS in business administration from East Carolina University and a Certificate of Finance from Duke University. He also serves as President of The Caswell County Recreation Development Fund.
Molly Treese
CLO and corporate secretary
Teradata
Molly Treese serves as Chief Legal Officer for Teradata and is a member of the Executive Leadership Team. She also serves as the Executive Sponsor of the Company’s Environmental, Social and Governance (ESG) program.
As Chief Legal Officer, Molly leads Teradata’s global Law Department, overseeing all legal affairs of the company and guiding its Ethics & Compliance function. She additionally serves as Corporate Secretary, responsible for managing the integrity of Teradata’s governance framework and serving as a liaison to Teradata’s Board of Directors and shareholders.
For more than 20 years, Molly has counseled board and executive leadership on strategic corporate initiatives and transactions, regulatory and compliance matters, corporate governance, and commercial contracting. She has provided expert legal counsel to Teradata prior to, during and after its formation as a public company in 2007. Prior to that, Molly held in-house legal positions of increasing responsibility at NCR. She began her career as an attorney in private practice in Washington, DC and New York City.
Molly earned a law degree from the George Washington University Law School, received her bachelor’s degree from the University of Virginia and is a graduate of the Advanced Management Program of Harvard Business School.
Chris Gaskill
Executive vice president, chief legal officer & secretary
Summit Materials
Chris Gaskill joined Summit Materials in 2015 and has served in various roles of increasing responsibility, most recently as Senior Vice President and Deputy General Counsel. Prior to joining Summit Materials, Mr. Gaskill served in senior legal roles at The Western Union Company and Cardinal Health, Inc. He began his career at Simpson Thacher & bartlett, LLP in Ney York City. Mr. Gaskill has a Bachelor of Arts in Government and Legal Studies from Bowdoin College and received his Juris Doctor from the University of Virginia School of Law. He currently serves on the Board of Governors of Colorado Goodwill, on of the state’s largest 501(c)3) organizations.
Elizabeth K. Riotte
Vice president, deputy general counsel & assistant corporate secretary
Avangrid
Liz has served as Assistant Corporate Secretary for AVANGRID, Inc. (NYSE: AGR), a leading sustainable energy company with approximately $41 billion in assets and operations in 24 states, since June 2016 and was appointed Vice President – Deputy General Counsel in April 2020. Liz oversees the corporate legal team and provides strategic advice and counsel to AVANGRID’s senior management and board of directors in the areas of corporate governance, securities law compliance and public disclosures, and corporate finance. Liz was previously an associate attorney at BakerHostetler LLP in Cleveland, Ohio and Verrill Dana LLP in Portland, Maine.
Liz holds a B.A. from Tufts University and a J.D. from the Case Western Reserve University School of Law School, where she served as Editor-in-Chief of the Case Western Reserve Law Review and is a member of the Order of the Coif. Liz is a member of the Maine Bar and lives in Cumberland, Maine with her husband and two daughters.
Francesca Don Angelo
Deputy General Counsel & Corporate Secretary
Galaxy Digital
Francesca Don Angelo is the Deputy General Counsel, and Corporate Secretary at Galaxy Digital. Galaxy Digital is a technology-driven financial services firm in the digital asset and blockchain ecosystem. Prior to joining Galaxy, Francesca was a Managing Director, Managing Counsel and Assistant Corporate Secretary at BNY Mellon, where she advised the company on securities, corporate governance and board matters. Previously, she was a lawyer at Sullivan & Cromwell LLP in the corporate finance and financial institutions groups. She began her career as a Financial Analyst in Investment Management at Goldman Sachs. Francesca received a B.A. from Georgetown University and a J.D. from Fordham University School of Law.
Sophia Lee
Chief legal officer and chief sustainability officer
Altus Power
Sophia Lee leads Altus Power’s legal strategy and sustainability program while advancing Altus Power’s portfolio of solar generation, storage and EV charging assets.
Prior to joining Altus Power in 2021, Sophia was General Counsel of IEX, where she led the highly-scrutinized SEC approval process to become a national securities exchange and helped launch other data, API and blockchain businesses. Prior to that, Sophia was Deputy General Counsel of Liquidnet, where she worked with global regulators to establish trading venues around the world and managed all corporate transactions. Sophia started her career as a Technology Associate at Morgan Stanley and a Mergers & Acquisitions Associate at Paul Weiss. Sophia has a bachelor’s degree in mechanical engineering from M.I.T. and a JD from NYU Law and is a registered attorney with the U.S. Patent and Trademark Office and a Chartered Financial Analyst.
Anshu Pasricha
General counsel, corporate secretary and chief compliance officer
Astec Industries
Anshu Pasricha serves as General Counsel, Corporate Secretary and Chief Compliance Officer of Astec Industries, Inc. As a member of the Executive Leadership Team at Astec, he is responsible for managing a cross-functional team handling legal, compliance and risk matters, and advising other senior officers and the Board on transformation of business, M&A execution and integration, strategy, and ESG matters. In addition, as Corporate Secretary, Anshu serves as a liaison between the board of directors and the company and is responsible for all corporate governance matters.
Prior to joining Astec in 2020, Anshu was in private practice, counseling public and private clients on corporate governance matters, including defense strategies, mergers and acquisitions, and strategic positioning and expanding in international markets.
Anshu earned his J.D. and M.S. in Electrical Engineering from SUNY Buffalo, where he also completed graduate coursework in international trade and economic geography. Anshu is a member of American Bar Association, National Association of Corporate Directors, and National Asian Pacific American Bar Association.
Heather Houston
Chief counsel, corporate & secretary
Empire State Realty Trust
Heather L. Houston is the Senior Vice President, Chief Counsel, Corporate & Secretary for Empire State Realty Trust. Mrs. Houston is co-head of the legal department and responsible for overseeing all facets of corporate governance, public company reporting, securities law matters, corporate transactions, compliance matters, HR matters, IP matters and commercial contracts.
She joined ESRT in 2020 after growing her career at Cognizant Technology Solutions and Skadden, Arps, Slate, and Meagher & Flom LLP.
She received a bachelor’s degree magna cum laude from Washington College and has a J.D. magna cum laude from Washington and Lee University School of Law.
Mehgan Peetz
Chief legal officer, corporate secretary, and head of ESG
Shoals Technologies Group
Mehgan Peetz, located in Nashville, Tennessee, is Chief Legal Officer and Corporate Secretary at Shoals Technologies, a publicly traded renewable energy company in Tennessee. She was formerly the Deputy General Counsel, Assistant Corporate Secretary at SmileDirectClub, a publicly traded oral healthcare company, based in Nashville, Tennessee. Prior to this role, Mehgan was an Executive at General Electric, working at GE Lighting and Current, based in Boston and Cleveland. Before the foray into company counsel, Mehgan practiced at the law firms of Ropes and Gray in Boston and Kirkland & Ellis in Chicago, primarily in private equity mergers and acquisitions and finance. Mehgan graduated cum laude from University of Michigan Law School and cum laude from the University of Notre Dame, studying psychology and pre-medicine.
Dan Silver
Partner
Clifford Chance
Daniel Silver focuses on regulatory enforcement and white collar criminal defense matters. Dan represents individuals, investment funds, banks and other corporate entities in matters before the Department of Justice, the Securities and Exchange Commission, and other federal and state enforcement agencies. Dan also counsels clients on risk mitigation strategies with respect to cybersecurity, anti-corruption, sanctions and anti-money laundering issues.
Prior to joining Clifford Chance, Dan spent ten years as a federal prosecutor, serving in several senior leadership positions and as Chief of the National Security and Cybercrime Section within the United States Attorney’s Office for the Eastern District of New York. In the U.S. Attorney’s Office, Dan supervised a team of more than one hundred federal prosecutors, personally led complex cross-border investigations, conducted more than a dozen jury trials, and argued numerous appeals. Dan is a member of our Corporate Culture and Cyber Security Risk teams.
Melodie Craft
Vice president legal affairs & risk management, corporate secretary, chief compliance officer
McGrath RentCorp
Melodie Craft is a corporate lawyer and business advisor with more than two decades of experience strategically advising public and private companies nationwide. She has served as a law firm partner at a large US national firm and as VP of Legal and Corporate Secretary for a publicly traded company. Melodie has experience in a range of companies and industries, having advised public and private company clients and boards, including from Fortune 50 companies, hedge funds, private equity, to start-ups.
In addition to her legal J.D., Melodie has expertise on HR issues and has a Master’s Degree in Human Resources and Industrial Relations. Melodie also has expertise in risk management, including heading McGrath’s Risk Management Department and she obtained a Certificate in Strategic Decision Making and Risk Management through Stanford University, which involved a two year program and graded coursework. She has a business perspective beyond her legal lens and obtained a Certificate of Excellence in Global Business through Yale University, which involved two years of coursework and a thesis project.
Melodie is also active in the professional community. She is co-chair of the Compliance Affinity Group for the National Association of Women Lawyers. She is also a member of the Diversity and Inclusion Committee for the Corporate Counsel Section of the State Bar as well as a member of the Diversity & Inclusion Committee for the National Association of Women Lawyers. Additionally, she is a member of the Programming Committee for the Texas General Counsel Forum, member of the Society of Corporate Compliance and Ethics, and member of the Society for Corporate Governance.
Melodie is a frequent speaker and trainer and has presented on many compliance, ESG, and legal topics to such groups as the Association of Corporate Counsel, Chambers of Commerce, Society of Human Resources National Diversity Conference, Corporate Secretary National ESG Forum Conference, Women, Influence, Power, & Law National Conference, and the Driving Diversity in Law & Leadership Summit. She has also contributed to numerous books and publications on legal topics.
Ben Maiden
Editor-at-large
Corporate Secretary
Ben Maiden is the editor of Corporate Secretary, 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.
Lauren McDonald
Conference producer
Corporate Secretary and IR Magazine
Lauren McDonald is a conference producer at IR Magazine and Corporate Secretary. She brings a wealth of experience from her past roles in campaign organising for The Labour Party in Leeds and Tower Hamlets.
Lauren holds a Masters degree in the History of Race & Resistance and a Bachelors degree in American History & Politics, both from prestigious universities. She uses her expertise and knowledge to inform her current work and ensure high quality outcomes.
In her free time, Lauren is actively involved in a number of charitable causes. She has volunteered with the Girl Guides, the Los Angeles LGBT Centre, and regularly donates her time to political campaigns in and around London.
In her role as conference producer at IR Magazine and Corporate Secretary, Lauren is passionate about providing the best experience to all stakeholders and ensuring all events she produces are of the highest quality.
Laurence Taylor
Senior conference producer
IR Magazine and Corporate Secretary
Laurence Taylor is a senior conference producer at IR Magazine and Corporate Secretary. In his current role, he researches and curates industry-leading conferences in investor relations and corporate governance. Prior to joining IR Magazine, Laurence worked as a Senior Conference Producer at Westminster Insight and Fast Markets. Laurence holds a BA in English Literature from the Queen Mary University of London.
Laurence is learning to speak fluent Japanese and French in his spare time.
Steve Wade
Head of event content
Corporate Secretary and IR Magazine
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.
Our attendees are leading GRC practitioners with an established track record and strategic GRC role within their company.
Below is a sample of our past attendees:
Job title | Company | Job title | Company | |
Associate | Sullivan and Cromwell | General counsel and CCO | Astec | |
Associate general counsel | Columbus McKinnon | IR and treasury | Cotiviti | |
CCO | Edgewood Management | Global corporate affairs | Chubb | |
Chief corporate counsel | Corebridge Financial | Senior director | TIAA | |
Chief governance counsel | Viatris | Senior executive compensation | Atlas Air | |
CLO | Heidrick and Struggles | Senior MD, corporate secretary | TIAA | |
CLO, secretary | SLB | SVP, counsel and corporate secretary | AllianceBernstein | |
Corporate counsel, director, CSR | Columbus McKinnon | SVP, general counsel | Columbus McKinnon | |
Corporate governance manager | Sallie Mae Bank | SVP, head of global corporate securities | Ralph Lauren | |
Corporate VP, corporate secretary | John Wiley and Sons | VP, deputy CLO and assistant secretary | HASI | |
Deputy general counsel | Oscar Health | VP, DGC and corporate secretary | Robinhood Markets | |
EVP, chief legal officer | Regenxbio | VP, legal | MGRC | |
EVP, chief legal officer | Piedmont Lithium | VP, legal | Shake Shack |
Why partner with us?
The Corporate Secretary Forum – Summer brings together some of the most influential people in the GRC community.
The event offers an effective approach to targeting clients when they are exploring how they can improve their GRC practice. Through our unrivaled 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 in-person events – a far cry from a traditional conference – makes them multi-faceted and highly interactive with great engagement in particular from senior GRC professionals. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their GRC program to invest in, which service providers to engage and 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 to the GRC community.
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 Secretary Forum – Summer. Get in touch with Lucas Alexandre or call on +1 646 327 5725 .
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
Mediant provides technology that is smarter, faster and better to help our broker, issuer and fund clients take control of their investor communications in a transparent and seamless way. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. Find out more at mediantinc.com.
Our next Corporate Secretary Forum will take place on Wednesday, November 8 at the Clifford Chance offices in New York. Click on the button below to book your ticket.
The super early bird rate expires on August 11, 2023. After this date, the price will increase to the early bird rate of $195. The standard rate is $295.
If you have any questions, please contact Matthew Stevens at [email protected] or +44 208 004 6322.
Corporate Secretary 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 everyone who brought along donations on the day. If you would like to make a donation directly to the Coalition, view the donation list below to find out what they are most in need of.
For further information about their work, please visit coalitionforthehomeless.org
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