ESG Integration Forum

Thursday, December 3, 2020 - Friday, December 4, 2020

Virtual Forum: Live and on-demand (ET)

Develop an integrated approach when responding to investor ESG expectations

Develop an integrated approach when responding to investor ESG expectations

Corporate Secretary and IR Magazine are partnering to help companies respond to the growing demand for improved ESG practices and disclosures with an integrated approach to environmental, social and governance related risks.

The ESG integration forum brings investor relations, finance, sustainability, governance, risk and compliance experts together to explore the underlying factors that have driven the rise of ESG, learn about investor expectations on ESG, deepen shareholder engagement, help companies identify and act on material risks, and better manage shareholder proposals.




In light of the situation surrounding Covid-19 and putting the safety of our attendees first, the ESG Integration Forum – US will take 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.

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at


Click on each session for more information on the topic and speakers or download the pdf agendaAll times displayed are in Eastern Standard Time (EST)

  • 09:45 AM
    Welcome to the ESG Integration Forum

  • 10:00 AM
    Opening keynote: How the future of work will impact ESG integration

    The ESG integration forum’s mission since its inception has been to help internal stakeholders at companies work together to better respond to investor expectations on environmental, social, and governance factors. As remote working becomes more commonplace, we look at what is needed from the leadership, the board, investor relations, governance and sustainability teams to insure ESG is integrated throughout the businesses and stakeholders have a good understanding of your ESG impacts.


    Moderator: Laurie Havelock, editor-at-large, IR Magazine

    Helle Bank Jorgenson, chief executive officer and founder, Competent Boards

    Eric Wetlaufer, board member, Niyogin

  • 10:30 AM
    How can corporate boards navigate climate risks?

    The current pandemic has reinforced the need for directors to understand and navigate business disruption. There are important lessons to learn from COVID that can be applied to the environmental, social and governance risks we face ahead. Here, we discuss the tools and recommendations for corporate directors to understand the impact of ESG risks on their business and how boards can address these issues as a part of their core risk oversight role.


    Moderator: Ben Maiden, editor-at-large, Corporate Secretary

    Peggy Foran, chief governance officer, vice president and corporate secretary, Prudential Financial
    Kellie Huennekens, Head of ESG research, Nasdaq

    Veena Ramani, senior program director for capital market systems, Ceres

  • 11:30 AM
    Networking break one

  • 11:45 AM
    Materiality matters part one: Learn how companies in your sector are managing their most relevant ESG risks

    A series of short and sharp sector-specific discussions outline the material issues for your sector and share how companies are measuring, managing, reporting and communicating around these factors. We cover the following sectors: Utilities and consumer goods.

    Moderator: Steven Wade, head of event content, IR Magazine
    Utilities: Nicholas Ashworth, head of investor relations, National Grid
    Consumer goods: Jaana Quaintance-James, chief sustainability officer, Global Fashion Group

  • 12:15 PM
    Getting buy-in from the board: Setting targets around social and human capital factors

    Given the increased investor interest in social and human capital issues, we investigate how this translates into your IR, governance and sustainability activities. We go into detail around the process of setting targets, specifically getting buy-in from management throughout the organization and confidence from the board on setting public targets for ‘S’ factors.

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary

    Meredith Benton, principal and founder, Whistle Stop Capital

    Melodie Craft, vice president of legal affairs, risk management and corporate secretary, McGrath RentCorp

    Gillian Emmett Moldowan, partner, Shearman and Sterling

    Ron Schneider, director of corporate governance services, DFIN

  • 13:00 PM
    Networking break two

  • 13:15 PM
    Materiality matters part two: Learn how companies in your sector are managing their most relevant ESG risks

    A series of short and sharp sector-specific discussions outline the material issues for your sector and share how companies are measuring, managing, reporting and communicating around these factors. We cover the following sectors: Healthcare, TMT and industrials.

    Moderator: Steven Wade, head of event content, IR Magazine

    Healthcare: Mevina Caviezel, director of corporate branding & responsibility, Sonova Group

    Industrials: Holly Gilis, head of investor relations, The Go Ahead Group

    TMT: Jonathan Vaas, vice president of investor relations and associate general counsel, Adobe

  • 13:45 PM
    Linking climate reporting to the bottom line: Debunking different types of climate risk

    The TCFD movement is gaining moment and changes the way that companies and investors are looking at how climate-related risks impact their businesses and, in this session, we take a deep dive into physical and transitional risks and examine how they relate to your businesses.


    Moderator: Ben Ashwell, editor, IR Magazine and Corporate Secretary

    Adeline Diab, ESG analyst, Bloomberg Intelligence

    Tim Dunn, chief investment officer, Terra Alpha Investments

    Frank Kelley, corporate governance manager, DFIN

  • 14:30 PM
    How artificial intelligence is evolving the ESG landscape

    This session looks ahead at how the buyside are using alternative data and AI to inform their decision making and understanding of risks. In addition to understanding the types of alternative ESG data that companies are using we also examine how Covid-19 has changed the quant ESG landscape.


    Moderator: Laurie Havelock, editor-at-large, IR Magazine

    Mike Chen, director of portfolio management, PanAgora asset management

  • 15:15 PM
    Closing keynote: Standardization developments in ESG ratings and frameworks

    There have been significant developments made this year around standardizing ESG reporting with framework providers, standard setters and ratings agencies endorsing a move towards comprehensive corporate reporting. We have also seen the IFRS propose a new body – the Sustainability Standards Boards. However, many investors have also developed their own framework toward ESG. In this session, we aim to get a better understanding of what investors are looking for and what informs their voting and investing decisions.


    Moderator: Ben Ashwell, editor, IR Magazine and Corporate Secretary

    Patrick Bryden, head of ESG research, Scotiabank

    Ray Cameron, head of investment stewardship, BlackRock

    Emily Kreps, global director of capital markets, CDP

    Marc Siegel, standards board member, SASB

  • 16:00 PM
    Summary and end of day one

  • 10:45 AM
    Welcome back to the ESG Integration Forum

  • 11:00 AM
    Reinventing ESG reporting: A shift from what’s happened to where we’re going

    In this session, we share examples of how companies are responding to ESG reporting trends. Covering all aspects from presentation, content and delivery, this hands-on session will keep you updated on the latest trends in ESG reporting and show you how you can implement this into your own processes.


    Moderator: Laurie Havelock, editor-at-large, IR Magazine

    Wesley Gee, sustainability director, Works Design

    Ian Roe, partner, MerchantCantos

    Beth Sasfai, senior vice president of governance and chief ESG officer, Verizon

  • 11:45 AM
    Workshop: Taking the next step in your ESG journey

    During this interactive workshop, we will be answering questions around taking the next step in your ESG journey. Whether you are looking to start your ESG program, take your reporting to the next level, update your materiality assessment or understand what actions you can take to stay ahead of the curve, this peer-led session will get you answers!


    Laurie Havelock, editor-at-large, IR Magazine

  • 12:30 PM
    Networking break three

  • 12:45 PM
    ESG and the Earnings Call: Integrating long-term thinking into short-term discussions

    While a traditional earnings call focuses on quarterly financial results, investors and issuers alike understand that longer-term strategic content, including ESG content, can also be critical to convey a company’s outlook. Given that ESG performance can directly impact financial performance, how can issuers begin to include this type of content into the traditional quarterly call format?


    Moderator: Ben Ashwell, editor, IR Magazine and Corporate Secretary

    Cynthia Curtis, senior vice president of sustainability, JLL

    Todd Hicks, chief executive officer, Intelligize

    Brian Tomlinson, director of research, Chief Executives for Corporate Purpose

    Tensie Whelan, director, NYU Stern School of Business

  • 13:45 PM
    Covid-19 as a catalyst for better year-round engagement on ESG

    As ESG engagement from the buyside becomes more formalized, we look at best practice in ESG engagement and ask whether the move to virtual will create better year-round engagement with investors, ratings agencies, proxy advisors and other stakeholders. We also share best practice around hybrid, virtual and in-person ESG and governance roadshows – and AGMs.

    Moderator: Ben Maiden, editor-at-large, Corporate Secretary
    Simon Ball, senior vice president of product, Intrado
    Alexandra Higgins, managing director, Okapi Partners
    Amelia Pan, partner for ESG and investor engagement, Brunswick Group
    Wendy Cassity, executive vice president and chief legal officer at Nuance Communications

  • 14:30 PM
    Networking break four

  • 14:45 PM
    Generating decision useful data: Understanding the ESG ecosystem and how they use your disclosures

    In this discussion, we aim to understand what ESG ratings agencies, investors and proxy advisers use (and what they don’t!). This session will provide a better overview on the type of information investors are using to help inform their voting and investment decisions. We will hear from various stakeholders on what you should be disclosing, including (or excluding) around ESG factors.


    Moderator: Ben Ashwell, editor, IR Magazine and Corporate Secretary

    Chad Spitler, chief executive officer, Third Economy

    Nora Duke, executive vice president of sustainability and chief human resource officer, Fortis

  • 15:30 PM
    Preparing for the next AGM season

    In our final session, we look at how best to prepare for your next AGM by focusing on the hot topics likely to be raised by activists and your shareholders. We will focus on the best way to prepare and manage some of these challenges.


    Moderator: Ben Maiden, editor-at-large, Corporate Secretary

    Michael Fein, executive vice president and head of US operations, Kingsdale Advisors

    Timothy Smith, director of ESG shareowner engagement, Boston Trust Walden

    Joe Vicari, ESG practice lead, Broadridge

    Derek Windham, vice president, associate general counsel for corporate, securities and finance, Hewlett Packard Enterprise Company

  • 16:15 PM
    Summary and close of conference


Join us to hear from key players in governance, investor relations, sustainability and the capital markets

Past attendees say

"Really strong and articulate line-up of panelists. Easy access to link to event and to ask questions."

ESG Verification

"Knowledgable panels. Productive discussion. Easy participation. Visibility and upvoting of questions. "

GCs Counsel

"Great selection of panelists. I thought the platform was very user friendly. "

Murphy USA

"I have been to a lot of these events and I have found the conversations to be richer and more insightful than many of the bigger panels - probably due to good moderation and good panelists. I was also impressed by how seamless the virtual format was. "


"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."


"Truly brilliant. I've been to a couple of virtual conferences and your set-up, support, and panels are the best by far. "

MyLog IQ

"The topics were very relevant across industries and company size"


"Insightful speakers that sparked robust conversation."


"I enjoyed the dedicated and separate sessions on the E, S and G. This is clearly the way forward as it allows for more in- depth updates."


"I enjoyed the variety of topics and exposure to many organizations "

Cameco Corporation

Who attends

Attendees at this event are leading Governance, IR and sustainability practitioners from across the globe. 2020 attendees included:

Click here to request the full attendee list

Job title Company Job title Company
Assistant general counsel Tivity Health Sr. director legal & corp. dev. The Clorox Company
Asst general counsel Pinterest Sr. group director, corporate social responsibility Cadence Design Systems
CFO Invitae Sr. manager, investor relations Advance Auto Parts
Chief corporate affairs & communications officer Vanda Pharmaceuticals Sustainability manager FedEx
Chief counsel CSG SVP corporate communications & investor relations WEC Energy Group
Corporate secretary Sterling Bancorp SVP IR Interpublic Group
Deputy general counsel, corporate secretary & chief compliance officer Marsh & McLennan SVP marketing analytics HSBC
Director Twitter SVP, chief corporate & securities counsel Synchrony Financial
Director communications & corporate secretary Plateau Energy Metals SVP, finance & investor relations Sunrun
Director ESG ONEOK SVP, investor and public relations Tractor Supply Company
Director of IR SVP, legal and compliance Ligado Networks
Director, global investor relations Nike Vice president, investor relations & public affairs Concho Resources
Director, investor relations One Medical Vice president, IR Charles Schwab
Director, sustainability EOG Resources VP chief compliance officer & corporate secretary NW Natural Gas
ESG leader Eli Lilly and Company VP corporate communications Bear Creek Mining
ESG senior specialist Capital Group VP corporate strategy & IR Extreme Networks
Executive director, investor relations Castle Biosciences VP finance and CAO Tyler Technologies
Head of global sustainability Flex VP investor relations Aritzia
Industry relations director Brinker International VP investor relations Diversified Gas & Oil
Manager of communications and public relations MDU Resources Group VP investor relations Vermilion Energy
Manager of CR communications The TJX Companies VP investor relations & global communications Murphy Oil
Manager, ESG, community & government relations Coeur Mining VP legal affairs & risk management MGRC
Managing counsel, commercial & securities Rogers VP of IR AMG Advanced Metallurgical Group
Managing director Gladclif VP, capital markets & IR Eventbrite
Managing director, capital markets, ESG & sustainability Bridge Investment Group VP, communications Canadian Tire Corporation
Partner Guidehouse VP, corporate strategy ICF
Senior director, ESG Nutrien VP, COS, IR & comms Essential
Senior manager, external reporting Paylocity VP, global social impact & philanthropy PagerDuty
Senior manager, sustainability Algonquin Power & Utilities VP, investor relations Omnicell
Senior manager; investor relations & ESG American Water Works Company VP, investor relations & sustainability Killam Apartment
Senior vice president Endo International VP, investor relations and FP&A Carlisle Companies
Sr director, corporate Splunk VP, IR Henry Schein

Click here to request the full attendee list

Become a partner

Why partner with us?

The ESG Integration Forum brings together some of the most influential people in the IR community. Our audience recognize the sudden change of pace cannot be navigated alone and are constantly looking for partners to help shape their shareholder engagement strategy and execute it. This event provides partners an opportunity to position yourself as a critical partner to the community.

The unique buzz we create at our virtual events – which is a far cry from a traditional webinar – afford our partners exceptional opportunities to entertain visitors and show-case their expertise.

Becoming a partner means you will:

– Have the opportunity to support attendees at an event where they are looking for solutions
– Position yourself as a thought-leader and share expertise with your potential clients
– Get virtual face-time with senior decision-makers from the IR community
– Increase brand awareness and gain credibility through association with this timely event
– Generate qualified and targeted leads from the analytics provided by our virtual platform
– Be part of the community by participating in virtual roundtable discussions, understanding their challenges and sharing expertise
– Gain new business opportunities through higher-brand presence among potential clients
– Participate in one on one video chats to build relationships with new and existing customers
– Launch new products and solutions at our virtual event in your expo booth

All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to create you a package that’s makes sense for your company and will help you achieve those objectives.

To find out more about how we can help, contact Ian Richman or call on +1 212 430 6865.


Partners Resource Library

Click on the buttons below to access the resource library for each of our event partners.


Merchant Cantos

Book your place

To register, please fill in the form below and we’ll send through login instructions.

If you have any questions, please contact Priscilla Lim or on +44 20 8004 4989.

Sustainable Finance Week


The ESG Integration Forum is part of Sustainable Finance Week, 5 days of events and insight focused on accelerating the $75 trillion trajectory in sustainable finance.

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