ESG Integration Forum – Summer

Thursday, July 13, 2023

Clifford Chance offices, New York

About the forum

Trends from the 2023 proxy season: Increased investor pressures versus ESG backlash.

The ESG Integration Forum – Summer is the perfect opportunity for board members, governance professionals, heads of investor relations and chief sustainability officers to take stock of the trends from this year’s proxy season and prepare for the road ahead.

Investors seem to be getting more specific on ESG issues, but we are also seeing an increase in the number of anti-ESG proposals. Meanwhile, the industry is awaiting the SEC’s climate proposal’s final approval – and content.

The volume and scope of shareholder proposals are on track to repeat last year’s haul, but will we see a return to previous years’ peak support? And how should companies be managing this mix of regulatory pressure and ESG scepticism?

We will bring together the IR, governance and sustainability communities to analyze these questions in detail and discuss the implications for public companies and their ESG efforts. It’s focused on providing actionable insight to respond to increased stakeholder expectations of listed companies.

Register now and equip yourself with the knowledge and resources you need to be successful.


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 here to view the 2023 PDF agenda.

All times displayed are in Eastern Time (ET)

  • 08:30 AM
    Registration opens

  • 08:50 AM
    Welcome to the ESG Integration Forum - Summer

    Ben Maiden, editor, Corporate Secretary

  • 09:00 AM
    Setting the scene: A birds-eye view of ESG trends this proxy season

    As the dust settles from this year’s proxy season, we’ll begin this conference by asking our panel how the conversation around ESG has changed, how it compares with last year, and which issues are gaining the most traction and attention.

    • Reflect on new ESG trends from this year’s proxy season
    • Understand the impact of macro headwinds on sustainable investing
    • Learn how investor and stakeholder ESG priorities are evolving

    Moderator: Ben Maiden, editor, Corporate Secretary
    Rebecca Corbin, founder and CEO, Corbin Advisors
    Jessica McDougall, director of investment stewardship, BlackRock

  • 09:45 AM
    Regulatory update: Prepare for converging reporting requirements

    After delays and an unprecedented number of comments, the SEC’s final rule on climate disclosures approaches. Here we discuss the likely outcomes of these proposals, what the next steps are for companies, and how the requirements will (or won’t) aligns with other global standards, including those set by the CSRD and ISSB.

    • An updated look at the SEC climate proposal timeline and expected final requirements
    • Understand how the reporting requirements will align with other reporting frameworks
    • Discuss how regulatory requirements may align or conflict with SEC requirements

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
    Clifford Chance, speaker TBC
    Mindy Lubber, chief executive officer, CERES

  • 10:15 AM
    Morning networking break

  • 10:45 AM
    A fragmenting movement: Communicating through ESG fatigue, scepticism and opposition

    As the momentum behind ESG continues to grow, so too does its opposition. But how significant is this really for IR and governance teams, and how will it impact the movement overall?

    Here we will discuss where the resistance is coming from, whether or not it should be accounted for in your sustainability messaging, and how companies can communicate their ESG story authentically.

    • Debate the significance of the ESG pushback for public companies
    • Learn how to communicate your ESG story in the context of growing opposition
    • Discuss how best to align your ESG story with your overall corporate strategy

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
    Erika Karp, chief impact officer, Pathstone Capital

  • 11:30 AM
    Getting granular with data: Monitoring, measuring and managing your ESG performance

    We still don’t know which scopes will be included in the final SEC rulings, but across the world the demand for comparable, ‘investor grade’ ESG data continues to grow.

    But the reporting landscape is constantly evolving and companies are finding themselves burdened with growing requests from investors, ratings agencies and regulators. How best to collect and report ESG information to all these different stakeholders?

    • What are your peers focussing on? Discuss the latest trends in ESG data collection and reporting
    • Setting science-based climate targets and implementing a clear transition plan
    • Discuss how best to tackle the challenge of scope 3 reporting and third-party assurance
    • Discover tools and technologies to enable more accurate and standardized ESG data management

    Moderator: Ben Maiden, editor, Corporate Secretary
    Joe Vicari, managing director and practice lead for communications and customer experience, Broadridge

  • 12:15 PM

  • 13:15 PM
    Governance trends: New expectations around board accountability and oversight

    Following the collapse of SVB, the importance of good governance processes and an accountable, educated board is more critical than ever. What are the lessons learned from this, and how can governance teams support their boards at a time when voting policies have changed more than ever and companies face enhanced scrutiny?
    Here we discuss how to identify and prepare for key governance risks, approaches to training and refreshing your board and ways to foster a culture of accountability across your organization.
    • Learn how investor and proxy firm expectations around corporate governance and oversight are changing
    • Hear how companies are approaching issues such as over boarding, onboarding, director education and term-limits
    • Understand how informed your board needs to be on ESG: generalist vs specialist approach
    • Share advice on staying agile: how often should you review your governance policies?

    Moderator: Ben Maiden, editor, Corporate Secretary
    Alexandra Higgins, managing director, Okapi Partners

  • 14:00 PM
    Spotlight on social: Managing and communicating social capital to a range of stakeholders

    This year’s proxy season saw a number of high-profile racial equity audit proposals, highlighting the continued importance of DE&I issues in the mind of investors. As DE&I expectations increase, combined with rising living costs and new employee demands, companies should be re-evaluating the impacts human capital issues have on their business.

    • Shareholder priorities: an overview of key human capital management trends this proxy season
    • Go beyond board diversity: hiring and retaining a diverse workforce and reporting the right information
    • Navigate new expectations on public companies to take a stand on social and political issues

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
    Sarah Altschuller, business and human rights counsel, Verizon
    Nadira Narine, senior program director, ICCR

  • 14:45 PM
    Investor Q&A: Learn how investor expectations around ESG issues are changing

    Our panel of investors will answer any questions you have about how investors are integrating ESG into their investment decisions in 2023.

    How are market conditions impacting their approach, and how can IROs leverage their company’s ESG performance to better connect with existing and potential shareholders?

    • Discuss the red and green flags investors have when it comes to ESG messaging and reporting
    • Learn how investors engage with ratings agencies and how your score is integrated into their investment approach
    • Hear investor forecasts on ESG trends beyond 2023

    Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary

  • 15:30 PM
    Champagne roundtables: Exchange ideas with your peers

    How the roundtables work:

    • Choose any of the following topics –the power is in your hands!
    • Join the relevant roundtable and discuss with your peers
    • At the end of the session, hear a quick roundup from each table on what was discussed
    • Enjoy a glass of champagne or a non-alcoholic beverage


    • Managing your ESG strategy with limited resources
    • Giving yourself the best chance of success with ratings agencies
    • Building and developing effective ESG teams
    • Staying ahead on privacy and cybersecurity issues
    • ESG activism: how are tactics evolving?

    Ben Maiden, editor, Corporate Secretary

  • 16:30 PM
    Closing remarks and networking drinks

    Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary


To inquire about speaking at the 2023 forum, please contact Laurence Taylor at [email protected] or call +44 7889 883 457

What our attendees say

"Good panels and panelists, subject matter experts went deeper when required. Good mix of big picture and granularity."

Corbin Advisors

"It was extremely informative and detailed in terms of the growing importance of ESG."


"Relevant topics, excellent panellists and thoughtful interview questions."


"Interesting topics, good speaker content.


"I liked the breadth of topics and how the topics have evolved at this forum as ESG has evolved.


"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."


"A refreshing perspective, focused on bringing forward the "how" as opposed to the "what" and the "why" of ESG Integration practices for both corporations and investors."

PineBridge Investments

Who attends our events

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

Below is a sample of some of this year’s attendees:


Job title Company Job title Company
Assistant general counsel Edgewell Head, IR Amdocs
Associate general counsel Hewlett Packard Enterprise Head, IR Moneylion
Attorney Fredrikson & Byron IR advisor Starbucks Corporation
AVP, IR TD Managing director Joele Frank
CFO Blue Foundry Bank MD, corporate responsibility & government relations Annaly Capital
CFO Jerash Holdings Managing director, national sales Logan Capital Management
Chief strategy officer CorpAxe Managing partner DrivePath Advisors
Corporate governance director SOC Investment Group Partner Fox Rothschild
Corporate sustainability officer, Americas JLL Partner Seyfarth Shaw
Director, employee brand communications & ESG Datasite Partner Thompson Hine
Director, ESG Brookfield Properties Senior head CFA institute SEC
Director, ESG solutions Wells Fargo Senior VP, corporate governance HSBC
Director, IR Annaly Capital Management Senior VP, IR & treasurer Valmont Industries
Director, IR & corporate development Dutch Bros Sustainability senior director PepsiCo
Director, IR activations Cision SVP, IR & ESG LavoieHealthScience
Director, responsible investing Nuveen US corporate access Barclays
Director, social impact Compass Diversified VP & corporate secretary Metropolitan Commercial Bank
ESG & impact advisor PowerPlant Partners VP, associate general counsel Regeneron Pharmaceuticals
ESG programme administrator Omnicell VP, brand & business development Datamaran
ESG reporting & sustainability director Marsh McLennan VP, chief sustainability officer & group general counsel The Travelers Companies
ESG specialist Paramount VP, ESG Maximus
Executive director, climate change specialist MSCI VP, ESG & corporate affairs The Azek Company
General counsel Capital One VP, ESG & non-profit advisory Corbin Advisors
General counsel XPEL VP, ESG & sustainability director Flagstar Bank
Government & regulatory affairs advisor Chesapeake Energy Corporation VP, IR Energy Recovery


Request full attendee list

Become a partner

Why partner with us?

The ESG Integration Forum – Summer brings together some of the most influential people in the IR and GRC communities.

The event offers an effective approach to targeting clients when they are exploring how they can improve their IR and GRC practice. Through our unrivalled knowledge of the subject matters 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 heads of IR and governance teams. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their ESG 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 IR and GRC communities.

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 ESG Integration Forum – Summer. Get in touch with Lucas Alexandre or call on +1 646 327 5725.



Clifford Chance US LLP
31 West 52nd Street
4th Floor
New York, NY 10019 6131

Before you visit
The venue has requested that all attendees use these questions and consult the CDC guidance before attending the event.

Have you recently:

  1. experienced any Covid-19 symptoms? (CDC symptom guidance here)
  2. had a positive Covid-19 test?
  3. been in close contact with a confirmed or suspected Covid-19 case? (CDC close contact guidance here)
  4. traveled and are subject to a quarantine requirement, post-travel testing or other requirements? (CDC travel guidance here and NY travel guidance here)

If you answer “yes” to any of the above, you should not attend the event.

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

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

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