Agenda: 2023

Click here to view the 2023 agenda as a PDF.

08:15 AM
Registration opens
08:55 AM
Welcome address
09:00 AM
Setting the scene: Preparing for the 2024 proxy
Despite lower majority support among shareholders, the 2023 proxy season set a new record for the number of ESG proposals. In this panel we will analyze the trends from this year’s proxy, track how shareholder sentiment is changing with regards to E&S issues and discuss how to apply the lessons learned from 2023 in 2024.
- An overview of the key E&S proposals from 2023 and what to expect in 2024
- Respond to enhanced scrutiny of climate risk reporting, board and workforce diversity and executive compensation
- Navigate shareholder disunity on E&S factors as proposals become increasingly specific and divisive
Dana Eddis, associate general counsel – corporate, Corteva
Michael Rouvina, assistant general counsel – corporate governance and securities, Lumen
09:30 AM
Regulatory update: New disclosure requirements and implementation timelines
As we wait for an update on the SEC’s climate disclosures rule, California has lead the charge
on climate reporting, setting the bar on TCFD-aligned disclosure and providing a blueprint for
other states to follow suit. In this panel, we’ll discuss the national and global impact of the
California climate disclosure laws, how they align with the expected SEC rules, and how both
rules align with other global standards and frameworks
- Understand the impact of California’s climate disclosure laws on how
  companies disclose ESG information and provide a blueprint for better disclosure
- An update on the SEC’s proposals and how they compare with California’s climate disclosure laws
- Analyze how the US approach align and conflict with other global standards,
  including those put forward by the EU and ISSB
Mia Overall, vice president, ESG, Newmark
Sandy Peters, senior head, CFA Institute, and investor advisory committee member, SEC
10:00 AM
ESG data management: Managing a paradigm shift
A paradigm shift is underway moving from voluntary and unstructured ESG data and sustainability reporting to mandatory and standardised sustainability disclosures. In this panel, we’ll share how well established global governance and data management best practices help issuers develop a robust ESG data culture.
- Learn how the transition from voluntary to mandatory reporting will impact how ESG data is managed and disclosed
- Gain clarity on the standards required to meet regulatory and assurance requirements for ESG data
- Best practices on how to design and execute a robust data governance and oversight strategy for ESG
Raj Dave, chief securities counsel and assistant corporate secretary, Newell Brands
John Truzzolino, director of business development, Donnelley Financial Solutions
10:45 AM
Coffee break
11:15 AM
Telling your ESG story in 2024: Communicating and reporting effectively
Market uncertainty, inconsistent reporting and rolled back commitments have left many feeling disillusioned with the ESG movement. Here our speakers will discuss how to reframe your ESG narrative and report ESG information in a way that is both compliant with international standards and valuable to investors.
- Streamline your ESG messaging: refocusing on sustainable issues that are most material to your business
- Back up your claims: supporting your commitments and timelines with data
- Go beyond compliance: using new reporting requirements as a catalyst to inform and reinforce your sustainability strategy
Wesley Gee, chief sustainability officer, Works Design
Prabh K. Banga, vice president, sustainability, Aecon
12:00 PM
Leveraging technology and upgrading your ESG toolbox
In this panel we will discuss how new technologies are helping to companies to identify which ESG issues are material to their businesses, improve efficiencies in collecting and managing data (including scope 3 emissions) and optimize their reporting and engagement process.
- Discuss which sustainability tools and technologies IR and governance teams are using to drive efficiency in their role
- Learn how recent breakthroughs in digital communications, automation and AI are helping companies manage and communicate their ESG performance
- Understand how to assess and mitigate the risks posed by AI on the reliability and accuracy of ESG information
John Nunziati, investor relations partner, Q4
12:30 PM
Lunch
13:45 PM
Managing a Just Transition: Balancing environmental and social priorities
Businesses have a salient role to play in leading the transition to a net zero economy, but various social and financial risks need to be accounted for. In this panel, we’ll discuss how accelerating concerns around climate change and mounting ESG fatigue are impacting strategic decision making, how IR and governance teams can support their board to manage these risks and opportunities, and how to ensure your company’s sustainable transition is fair and equitable.
- Share strategies to support your board’s oversight of climate risk, including: different governance structures, board composition and training, and feeding back relevant stakeholder information
- Assess and evaluate the social risks associated with your environmental strategy and roadmap to net zero
- Ensure accountability: assessing board competency, measuring progress and reporting results
Alexandra Higgins, managing director, Okapi Partners
Seth Gastworth, deputy general counsel and assistant corporate secretary, JLL
14:30 PM
Executing an impactful ESG investor day
An ESG investor days is a great opportunity to provide a much deeper view into the company’s ESG strategy, report on performance, and better understand investor expectations. In this panel, we’ll share case studies into successful ESG investor days, when and how to run one, who to have involved, and how to set a clear message from the start.
- Hear different approaches to ESG investor days: frequency, format and planning calendars
- Share best practices on ensuring ESG is baked into the content and logistics of the event
- Anticipate audience questions and prepare your speakers to engage with attendees, both in-person and virtually
- Discuss how to measure and feedback the success of the event
15:00 PM
Buy-side Q&A: Investor ESG priorities for 2024
Here we will discuss how investors are integrating ESG into their investment decisions in
2024
- Learn the red and green flags investors have when it comes to ESG engagement and
  communications
- Hear which human capital issues investors are focussing on in 2024, and how best to
  communicate your social narrative
- Understand the buy-side perspective on ESG fatigue and how companies can better
  articulate their sustainability efforts in the context of resistance
Kiran Aziz, head of responsible investments, KLP
Daniel Kern, chief investment officer, Nixon Peabody Trust Company
15:30 PM
Closing keynote: ESG outlook for 2024
Our final session of the day will recap how discussions around ESG are shifting, and what to
expect – and prepare for – next year. How are global priorities expected to change, and
what does an effective ESG governance and communication strategy look like in 2024?
- Identify and understand new market pressures around ESG issues
- Balance agility with consistency: Standing by your commitments whilst being responsive to changing stakeholder expectations
- Align your sustainability narrative with your company’s long-term strategy and objectives
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Jenifer Motles, chief sustainability officer, PMI
15:50 PM
Champagne roundtables
Help yourself to a glass of bubbly and discuss the topic with your peers in a highly interactive roundtable discussion. 

Roundtable topics 
- Human capital management, modern slavery and sustainable procurement
- Biodiversity: Responding to the TNFD framework
- Adapting to the ISSB standards: Applying S1 and S2
- Conducting a comprehensive materiality assessment
16:30 PM
Closing remarks and end of conference

Speakers: 2023

To inquire about speaking opportunities, contact [email protected] or +44 20 8004 4818

Mia Overall
Vice president, ESG
Newmark
Michael Rouvina
Assistant general counsel - corporate governance and securities
Lumen
Dana Eddis
Associate general counsel - corporate
Corteva
Raj Dave
Vice president, chief securities counsel and assistant corporate secretary
Newell Brands
Seth Gastwirth
Deputy general counsel, assistant corporate secretary
Kiran Aziz
Head of responsible investments
KLP

Kiran Aziz is Head of Responsible Investments at Norway’s largest pension company KLP. She is responsible for ownership and responsible investment activities.

Prior to joining KLP, Ms Aziz was a lawyer, lecturer and researcher. She also has extensive board experience. She is currently on board for Norwegian Refugee Council which is one of the world`s largest humanitarian organizations for displaced people and Dagbladet which is one of Norway’s largest newspapers. She is also a columnist for Norway’s largest online newspaper for finance and business and is Advisory board member for ESG for Boards . Ms Aziz holds a law degree from the University of Oslo.
John Truzzolino
Director of business development
Donnelly Financial Solutions
Prabh K. Banga
Vice president, sustainability
Aecon
Sandy Peters
Senior head, CFA Institute, and investor advisory committee member
SEC

Sandra Peters leads the Financial Reporting Policy Group at CFA Institute where she oversees a team responsible for tracking all corporate disclosure issues of interest to investors (e.g. financial reporting, auditing and ESG disclosures). She serves as spokesperson for CFA Institute to policymakers, standard setters, and regulators (e.g., IASB, FASB, SASB, ISSB, U.S. Securities and Exchange Commission, European Commission, etc.) and conducts outreach to other professional organizations and the media to discuss and promote data for investment decision-making.

She is currently a member of the SEC’s Investor Advisory Committee and previously was a member of the IFRS Interpretation’s Committee (IFRS IC), the PCAOB’s Standing Advisory Group and the FASB’s Financial Accounting Standards Advisory Council (FASAC).
Daniel Kern
Chief investment officer
Nixon Peabody Trust Company

Daniel Kern is the Chief Investment Officer for Nixon Peabody Trust Company. His primary responsibilities include leading a team of investment professionals and directing the asset allocation, security analysis/selection and portfolio management processes on behalf of the firm’s trustees and clients.

Prior to joining Nixon Peabody in 2023, Dan served as the Managing Director and CIO of TFC Financial Management, a registered investment advisor in Boston. Earlier in his career, he was the President and Chief Investment Officer at Advisor Partners, a boutique asset manager in the San Francisco area. Dan also managed more than $3 billion of mutual fund assets at Charles Schwab Investment Management as head of asset allocation and managed global and international equity portfolios for Montgomery Asset Management.

A CFA charterholder, Dan is a member of the CFA Institute and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a board member and Chair of the Investment Committee for the Cambridge Community Foundation, on the Board of Advisors for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp and the Lown Institute.

Dan is a contributor to Kiplinger and The Street.com, a regular guest on Schwab Network’s Morning Trade Live and a frequent speaker at regional, national, and international investment forums.

Dan has a B.A. from Brandeis University and an M.B.A. from University of California, Haas School of Business.
Alexandra Higgins
Managing director
Okapi Partners
John Nunziati
Investor relations partner
Q4
Laurence Taylor
Senior conference producer
IR Magazine and Governance Intelligence
Wesley Gee
Chief sustainability officer
Works Design

Combining academic expertise with extensive professional experience, Wesley leads The Works’sustainability practice. He provides guidance in stakeholder engagement, materiality and performance measurement, as well as CSR/sustainability communications and reporting. Wesley contributed to the development of the GRI G4 guidelines and serves on sector working groups with the Sustainability Accounting Standards Board. He is a judge for CPA Canada’s Corporate Reporting Awards and is a frequent speaker at industry conferences and events. He also lectures for the CSR certificate program at the University of Toronto and for the sustainability certificate program at Ryerson University. Before joining The Works, Wesley was senior sustainability consultant at Stantec and senior CSR advisor at the Canadian Business for Social Responsibility. He holds a Master’s in Sustainable Business from the University of Leeds.
Ben Maiden
Editor-at-large
Governance Intelligence

Ben Maiden is the editor-at-large for Governance Intelligence, 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.
Steve Wade
Head of event content
IR Magazine and Governance Intelligence

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.
Jennifer Motles
Chief sustainability officer
Philip Morris International

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 and operations
Array Technologies	CMO, head of ESG	Bristol-Myers Squibb	Global head, sustainability strategy & operations
United States Steel	Corporate counsel	Vistra	IR and sustainability director
Nano One Materials	Corporate secretary & director of sustainability	The Water Council	President & CEO
KEB Hana Bank Canada	Corporate secretary and governance officer	Duke Realty	Senior corporate responsibility and brand manager
McDonalds Corporation	Corporate VP and associate general counsel	The Kroger	Senior Director, ESG
Easterly Government Properties	Director of Sustainability	Thermo Fisher Scientific	Senior director, investor relations
Micron Technology	Director of sustainability	MEG Energy	Senior sustainability advisor
Unitil	Director of sustainability & shared services	Sprouts Farmers Market	Sustainability manager
South Jersey Industries	Director, ESG	Capstone Mining	SVP, risk, ESG and corporate secretary
Coeur Mining	Director, ESG, Community & government relations	Whitestone REIT	Vice president, corporate communications
IAC	Director, finance and IR	Exterran Corp	Vice president, finance
AMN Healthcare Services	Director, investor relations & 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 and DEI
Adtalem Global Education	Director, sustainability & government relations	OGI	VP, investor relations
DaVita	ESG director	Columbia Banking System	VP, investor relations, ESG

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ESG Integration Forum – Winter

Thursday, November 30, 2023

ESG AT A CROSSROADS

Agenda: 2023

Speakers: 2023

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