ESG Integration Forum – Summer

Thursday, June 27, 2024

Clifford Chance offices, New York

A NEW ERA OF ESG

ESG is facing an identity crisis across the US. On one side, regulatory pressure is mounting, requiring companies to get more granular with their ESG reporting and disclosures. On the other side, the anti-ESG movement is gaining momentum, and certain funds are quietly dropping the term ‘ESG’ altogether.

ESG seems to be entering a new era, and balancing conflicting stakeholder expectations around ESG will be critical for listed companies in 2024.

To help IR, governance and sustainability teams at public companies understand expectations for ESG reporting and communications in today’s environment, IR Magazine and Governance Intelligence will host the ESG Integration Forum – Summer 2024.


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.  

 

Agenda

  • 08:00 AM
    Registration, refreshments and networking

  • 08:55 AM
    Welcome to the ESG Integration Forum

    Steve Wade, head of content, IR Magazine and Governance Intelligence

  • 09:00 AM
    A complete guide to climate disclosure regulations (and how to remain compliant)

    As companies prepare for new climate-related reporting mandates from the SEC, California and Europe, we analyze the new requirements, its impact on reporting, investor behavior, markets & litigation, and discuss how to implement changes to reporting practices to remain compliant with the new rules. 

    • Hear about the changes in climate reporting requirements to help identify gaps in data collection systems and processes 
    • Discuss how the new rules will affect investor expectations and how it will impact investment and voting decisions 
    • Understand how the SEC ruling could change the litigation landscape and hear about emerging legal risks resulting from the climate rule 

    Moderator: Ben Maiden, editor, Governance Intelligence
    Emmanuelle Palikuca, managing director, head of sustainability advisory, Alliance Advisors
    Hatsuki Miyata, executive vice president, general counsel and secretary, Balchem

    Jeffrey M. Taylor, vice president, chief SEC counsel and secretary, American Water Works Company Inc.

  • 09:45 AM
    Going backward or going mainstream? How ESG expectations are changing

    At a time when regulators are pushing for increased, more complex and reliable ESG disclosures, there are indicators of waning enthusiasm for ESG, such as reduced shareholder support for ESG resolutions, a softening of language around sustainability and net outflows from ESG funds.

    In this session, we debate how attitudes are changing around ESG, and why these changes are happening, with a view to understanding how this will impact ESG expectations and voting or investment decisions in the future.

    • Understand how attitudes and behaviours are changing in sustainable investment
    • Debate if these changes indicate a maturity of ESG investing, or a detraction from responsible investing principles
    • Learn how to adapt your future plans and practices to satisfy future investor expectations on ESG

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
    Marina Severinovsky, head of sustainability, north america, Schroders
    Shanu Mathew, senior vice president and portfolio manager/analyst – us sustainable equity fund, Lazard Asset Management

  • 10:30 AM
    Coffee break and networking

  • 11:00 AM
    How to prepare your board to work toward ESG goals

    It starts at the top! Effective ESG governance requires the board to be organized, trained and informed in a way that allows them to work collaboratively toward ESG goals. This session explores how to integrate ESG risk oversight into board practices.

    • Board structures and ESG: Understand the benefits and challenges of assigning ESG oversight across the full board, multiple committees or a stand-alone sustainability committee
    • Hear how governance teams have amended their governance guidelines or committee charters to ensure enhanced focus on ESG-related issues
    • Learn how to evaluate and recruit directors that are best suited to govern on ESG-factors impacting the company and how to keep them informed on ever-evolving ESG risk landscape through data provision and training
    • Discuss how best to share information with the board, which data-sets are most helpful and how frequently teams should meet with the board on ESG matters

    Moderator: Ben Maiden, editor, Governance Intelligence
    Daniel Labovitz, chief executive officer, Green Impact Exchange, LLC

    Arden T. Phillips, vice president, deputy general counsel & corporate secretary, Constellation Energy
    Martha Wiegand, general counsel and corporate secretary , CONSOL Energy

  • 11:45 AM
    ESG in the age of AI

    As technology evolves and becomes more powerful, businesses and their stakeholders become increasingly reliant on tools like artificial intelligence. As generative AI evolves, businesses look to capitalize on the opportunities but must be aware of the risks involved, both financial, and extra-financial.

    This session explores how companies can mitigate growing technology related ESG risks and maximize the opportunities of technology to improve their ESG reporting and communications.

    • Understand which ESG-related factors are impacted by an increased adoption of AI and how to mitigate these risks
    • Explore the regulatory landscape as it relates to the governance and management of AI, cyber-security and data privacy issues now and in the future
    • Learn how to capitalize on the potential opportunity to utilize AI to enhance ESG reporting and communications
    • Understand the concerns related to how investors, proxy firms and ratings agencies utilize AI to understand your company’s ESG-risk, and how to adapt corporate reporting practices to avoid these challenges

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
    Christina Sivulka, global sustainability manager, EnerSys
    Bruce Khan, lead portfolio manager, Shelton Capital Management

  • 12:15 PM
    Aligning sustainability targets with executive compensation

    Linking executive remuneration to ESG metrics is a clear signal to markets that ESG is a priority at your company. However, there is limited evidence to suggest that linking compensation to ESG goals definitively improves ESG performance, investor preferences on ESG metrics in remuneration plans are divergent and factors such as metrics, timelines, measurement and assurance are more complex for non-financial factors than those of traditional finance factors.

    This session takes a deep dive into the topic of ESG-related remuneration and provides insight that will help you decide whether linking remuneration to ESG is right for your business, and how best to integrate ESG into executive compensation plans.

    • Learn how stakeholders such as investors, management teams and proxy advisors and ratings agencies perceive ESG targets in compensation plans and understand what their expectations are as it relates to the metrics, timelines and structure when incorporating ESG into executive remuneration
    • Discuss how to select the metrics that are most relevant to long-term value creation of your business, and how to structure plans to influence better decision making that creates sustainable returns for the business
    • Assess how to report and communicate around ESG-related executive compensation metrics, to avoid accusations of greenwashing and gain investor support for compensation packages

    Moderator: Ben Maiden, editor, Governance Intelligence
    Robert Keehn, associate director, stewardship analyst, UBS Asset Management 

    Laurice Arroyo, general counsel, chief litigation, employment, privacy and cybersecurity counsel, National Grid 

  • 12:45 PM
    Networking lunch

  • 13:45 PM
    How to prioritize ratings agency requests

    ESG ratings and sustainability scores aid asset managers in their investment decisions and help inform voting decisions. However, with thousands of firms requesting information from companies, prioritizing rating agency requests is essential for efficiently managing resources.

    This session aims to establish a criteria that companies can use to help identify the most relevant rating agencies and streamline your efforts.

    • Understand the rating agency landscape, the critical role they play in the ESG eco-system and the different functions they serve
    • Discuss the factors that go into deciding which rating agencies to respond to, and learn about the criteria you can use to rank their effectiveness
    • Learn how to engage with rating agencies that are missing essential context and information about your business and its ESG performance

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
    Angela Ortiz, director, ESG and sustainability, PSEG

    Sabina Kaplan, senior director, ESG and investor relations, IAC

    Laura Avant, director, sustainability, strategy and stakeholder engagement, NRG

  • 14:15 PM
    Producing investor-grade data that aids decision-making

    Good decisions require relevant data that is accurate, assured and delivered in a timely fashion. As ESG reporting expectations grow there is also higher demand for better quality data to help investors identify risk-factors within their portfolios. This session examines the changes that companies can implement to produce investor-grade data.

    • Hear about the expectations that investors have regarding data quality
    • Learn how to overcome the challenges and make decisions related to assurance and third-party auditing of sustainability information
    • Discuss how companies can change their data collection and reporting practices to increase the quality of ESG data

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence 
    Jake Crooks, senior manager, ESG lead, Booking Holdings             

    Allison Justice, director, investor relations, Advanced Drainage Systems Inc. 

    Natalie Runyon, ESG strategist, Thomson Reuter

  • 15:00 PM
    Balancing stakeholder needs: Taking an integrated approach to sustainability reporting and communications

    ESG reports, proxy materials and sustainability communications go far beyond the boardroom and investor community. Employees, customers, suppliers and advocacy groups are just some stakeholders that interact with ESG information. Even within the capital markets, portfolio managers, stewardship teams and analysts interact with different ESG information in a variety of different ways.

    This session looks at practical ways to approach ESG reporting and communications in a way that satisfies the needs of all stakeholders, manages the size of sustainability reports and is aligned with the overall corporate communications strategy

    • Learn how to analyze the information needs of different stakeholder groups and the level of detailed metrics that are required
    • Understand how communications, governance, finance and sustainability teams can collaborate to establish clear messaging on ESG issues
    • Explore how to identify the most relevant topics to publish via different channels

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
    Cassie Saitow, associate director of investor relations, Blueprint Medicines
    Sara Dal Lago, v.p., sustainability, KKR
    Keri P. Mattox,  former chief communications and administration officer, Zimmer Biomet

  • 15:45 PM
    Champagne problem solver

    Help yourself to a glass of bubbly in this interactive session.

    Share your biggest ESG-related challenge in a special session that has been designed to work collaboratively on overcoming challenges with the help of fellow governance, sustainability and IR professionals.

  • 16:30 PM
    Closing remarks and networking drinks

    Steve Wade, head of content, IR Magazine and Governance Intelligence

Speakers

To inquire about future speaking opportunities, contact [email protected] or +44 0208 004 6322


What our attendees say

"The speakers were very knowledgeable on the topics that they were discussing."

The Home Depot

"I thought the roundtables were incredible, as it provided a more natural opportunity to network."

Anonymous

"The sessions were moderated very well with a quick pace. The panellists were well prepared and provided relevant insights."

Murphy Oil Corporation

"Great venue and food, very competent IR team enabling everything to flow. Great content and SME's speaking. Well done!"

Anonymous

"The guests and content are fantastic. Really appreciate all the work that goes into getting these sessions together. Thank you."

Nano One Materials

Who attends our event

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 past attendees:

Company Job title Company Job title
Farmland Partners CFO ViacomCBS ESG specialist
PotlatchDeltic CFO Hewlett Packard Enterprise ESG strategy & operations
Array Technologies CMO, head, ESG Bristol-Myers Squibb Global head, sustainability strategy & operations
United States Steel Corporate counsel Vistra IR & sustainability director
Nano One Materials Corporate secretary & director of sustainability The Water Council President & CEO
KEB Hana Bank Canada Corporate secretary & governance officer Duke Realty Senior corporate responsibility & brand manager
McDonalds Corporation Corporate VP & associate general counsel The Kroger Senior director, ESG
Easterly Government Properties Director, sustainability Thermo Fisher Scientific Senior director, IR
Micron Technology Director, sustainability MEG Energy Senior sustainability advisor
Unitil Director, sustainability & shared services Sprouts Farmers Market Sustainability manager
South Jersey Industries Director, ESG Capstone Mining SVP, risk, ESG & corporate secretary
Coeur Mining Director, ESG, community & government relations Whitestone REIT VP, corporate communications
IAC Director, finance & IR Exterran Corp VP, finance
AMN Healthcare Services Director, IR & strategy The Estee Lauder Companies VP, global corporate citizenship & sustainability
Ideanomics Director, sustainability Modern West Advisory VP, ESG & sustainable business practice
Murphy Oil Corporation Director, sustainability MetaBank VP, ESG & DEI
Adtalem Global Education Director, sustainability & government relations OGI VP, IR
DaVita ESG director Columbia Banking System VP, IR, ESG

 

Request full attendee list 

Venue

Clifford Chance US LLP,
Two Manhattan West,
375 9th Avenue, New York, NY 10001

Directions
For transport options and directions to the venue, please click here.

Accommodation
IR Magazine & Governance Intelligence have arranged preferential rates for forum attendees at nearby hotels. View the hotels and rates by clicking here.

Become a partner

Why partner with us?

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

The event offers an effective approach to targeting clients when they are exploring how they can improve their ESG engagement and communication 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 events makes them multi-faceted and highly interactive with great engagement in particular with decision-makers at listed companies. 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 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 ESG Integration Forum – Summer. Get in touch with Ian Richman or call on +1 212 430 6895.

Partners

Key insights into the latest IR trends and best practices

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Coalition for the homeless

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.

We would be grateful if you are 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

 

VIEW THE DONATION LIST

Book your Place

SOLD OUT: FIRST RELEASE TICKETS

Click on the button below to book your ticket. We have 5 corporate and 3 non-corporate tickets left at our second release rate before they rise to the standard rate of $495 for a corporate ticket and $1,245 for a non-corporate ticket.

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

All other bookers should select the non-corporate rate.

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

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