Corporate Secretary

Corporate Secretary Forum – US
Insightful . Interactive . Informative

Wednesday, November 18, 2020

Available on replay

About the event

Interactive discussions on the big questions facing GRC professionals

The forum took place as a virtual event designed for GRC professionals. It is a best practice event enabling participants to network, discuss, debate and dissect best practices and topical issues in the corporate governance world.


 Timely event: Covid-19 has further demonstrated the importance of identifying emerging risks and prioritizing investment in governance, risk and controls. With the year-end fast approaching, this event is perfectly positioned to help you take stock of the year-to-date, refocus and plan for 2020-2021
  Benchmarking: it is a great opportunity to evaluate where you stand in comparison to your peers, how other companies have managed and overcome similar challenges
  Unique format: far from a traditional webinar format, our virtual event platform enables attendees to have intimate discussions and participate in virtual roundtable debates with fellow GRC professionals
  Discover something new: learn about new technologies, innovations, and services that are available to help to transform your governance strategy, increase productivity and make better decisions
  Network with the community: meet with general counsels, corporate secretaries and experts in the governance, risk and compliance community



In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the Corporate Secretary Forum – US took place as a virtual experience.

Using the latest cutting edge technology available, our virtual event platform closely replicates being there in person with the chance to interact with speakers and have one-to-one networking in-between panel talks.

Going virtual connects our attendees to even more attendees, from the comfort of their desk.



Timings are in ET (Eastern Time.)

Click on the session title to view details and list of speakers

Corporate Secretary Forum Agenda PDF 2020

  • 08:30 AM
    Welcome to the forum: Meet the attendees

    To kick the day off, please take some time to connect with another attendee via the ‘networking feature’. Like chat roulette, you will be matched at random with a fellow attendee where you can chat and swap contact details.

  • 08:35 AM
    Opening remarks from the chair and Shearman & Sterling

    Ben Maiden, editor-at-large, Corporate Secretary
    George Casey, global managing partner, Shearman & Sterling


  • 08:45 AM
    Presentation: Investor Trust Survey 2020 - what instills investor trust in companies?

    Heidi DuBois, executive vice president and head of ESG, financial communications and capital markets, Edelman

  • 09:00 AM
    Harnessing lessons learned from the pandemic to strengthen governance

    • What is the key role of the board at this stage in the continuing/post-pandemic environment?
    • What have been successful corporate responses and how can boards apply them going forward?
    • Does the pandemic add weight to the stakeholder approach to governance?

    Moderator: Ben Maiden, editor, Corporate Secretary
    Rani Doyle, managing director of the EY center for board matters, Ernst & Young LLP
    Robyn Koyner, assistant general counsel, Coeur
    Marjorie Pierre-Merritt, managing director, senior corporate counsel and assistant corporate secretary of oversight and advocacy, TIAA
    Lopa Zielinski, executive vice president, corporate secretary and head of governance, HSBC US

  • 10:00 AM
    Improving risk-management practices in a 'new normal'

    • What crisis management and business continuity practices are businesses currently reconsidering?
    • In light of Covid-19, how should boards be thinking about long-term strategy and risk?
    • How can the relationship between the board and management evolve to better handle risk?

    Moderator: Ben Maiden, editor, Corporate Secretary
    Matt Geekie, senior vice president, secretary and general counsel, Graybar
    Caroline Koster, corporate secretary and chief counsel at BGC Partners and corporate secretary at Newmark Group
    Byron Loflin, global head of board engagement, Nasdaq

  • 11:00 AM
    The evolution of ESG post-Covid-19

    • How has Covid-19 impacted investor appetite for ESG?
    • How will the pandemic affect shareholder engagement?
    • Can we expect a regulatory response to the pandemic in terms of ESG?
    • What does Covid-19 mean for human capital management?

    Moderator: Steven Wade, head of event content, Corporate Secretary & IR Magazine
    Ray Cameron, managing director, head of investment stewardship – The Americas, Blackrock
    Ben Kruse, director of global CSR reporting and insights, AT&T
    Gillian Emmett Moldowan, partner, compensation, governance & ERISA practice, Shearman & Sterling
    Tom Riesenberg, director of legal and regulatory policy, SASB

  • 12:00 PM
    Interactive, virtual roundtable discussion

    Join our live, interactive roundtable discussion to share ideas and best practice on the biggest future trends for governance professionals. This session really benefits from participation so don’t be afraid to switch your audio and video on or comment in the chat box. Enjoy!

    • Laying out a clear framework for integrating ESG issues and long-term strategy

    Moderator: Tim Human, senior reporter, Corporate Secretary
    Brian Tomlinson, director of research for the CEO investor forum, Chief Executives for Corporate Purpose
    Michael Rosen, head of capital markets engagement for CECP’s CEO investor forum, Chief Executives for Corporate Purpose

  • 12:45 PM
    What next for the AGM?

    • What lessons were learned from the 2020 proxy season for first-time virtual AGMs?
    • What are best governance practices for hosting a virtual AGM?
    • Will companies revert to in-person meetings next year?
    • How did virtual AGMs under lockdown affect investor sentiment and voting?

    Moderator: Steven Wade, head of event content, Corporate Secretary & IR Magazine
    Courtney Kamlet, vice president, associate general counsel & corporate secretary, Vontier
    Rose Marie Glazer, senior vice president, corporate secretary and deputy general counsel, AIG
    Edythe Nipper, corporate secretary, South Jersey Industries

  • 13:45 PM
    A new start for boards?

    • How should boards adapt their practices given their experiences with Covid-19?
    • What is the role of the board in overseeing good human capital management and culture?
    • What is the outlook for board diversity?
    • What next for combined CEO/chair roles?

    Moderator: Ben Maiden, editor, Corporate Secretary
    Eileen Kamerick, non-executive director, Legg Mason Closed End Funds, AIG Funds, Associated Banc-corp
    Liz Riotte, vice president, deputy general counsel and assistant corporate secretary, Avangrid
    Dottie Schindlinger, executive director of the diligent institute, Diligent
    Jean Weng, senior vice president, deputy general counsel and corporate secretary, Voya

  • 14:45 PM
    Final thoughts and 1:1 networking

    To end the day, please take some time to connect with another attendee via the ‘networking feature’. Like chat roulette, you will be matched at random with a fellow attendee where you can chat and swap contact details. Enjoy!

  • 15:30 PM
    Close of conference


Who attended

At our forums, each participant is someone with an established track record and a strategic GRC role within his or her company. Attendees who joined us this year included:

Click here to request the full attendee list

Job title Company Job title Company
Assistant corporate secretary UBS Bank USA Senior attorney & assistant secretary Edison International
Assistant corporate secretary The AES Corporation Senior counsel HP
Assistant corporate secretary Church & Dwight Senior counsel, investigations & anti-corruption Change Healthcare
Associate general counsel and assistant secretary Booz Allen Hamilton Senior counsel, investigations & anti-Corruption IBM
AVP, corporate governance Chesapeake Utilities Corporation Senior director, corporate governance Change Healthcare
Chief counsel Marsh & McLennan Companies Senior director, executive compensation & assistant secretary Kelly Services
Chief regulatory counsel Change Healthcare SVP & corporate secretary Kelly Services
Corporate secretary UBS Bank USA SVP & corporate secretary The Guardian Life Insurance Company of America
Counsel, corporate securities mergers & acquisitions HP SVP, deputy general counsel & assistant secretary Tapestry
Deputy corporate secretary and corporate counsel Brighthouse Financial SVP, legal; corporate & board secretary (North America) Rabobank
Deputy general counsel Pegasystems VP, assistant GC & assistant secretary Coeur Mining
Deputy general counsel and secretary Bunge Limited VP, chief securities counsel & assistant corporate secretary Newell Brands
Manager, global ethics & compliance Applied Materials VP, corporate secretary & deputy GC The Clorox Company
Manager, project Change Healthcare

Click here to request the full attendee list

What past attendees say

"The interaction among the corporate governance professionals is always interesting and informative. "

Matthew Geekie, Graybar

"Incredible learning and networking opportunity with participation by everyone. Thanks. Job well done."

Linda Epstein, HPE

"Fantastic small group setting of engaged professional sharing best practices and solutions. Thanks for including me!"

Scott Mahoney, Avangrid


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