ESG Integration Forum

Wednesday, December 1, 2021 - Thursday, December 2, 2021

Virtual event: Live and available on replay

About the forum

Develop an integrated approach when responding to investor ESG expectations

Corporate Secretary and IR Magazine will partner 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.



Due to current restrictions, the event will take place as a virtual experience using our bespoke, cutting-edge technology.

Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR and governance professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your 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


The 2021 agenda will be announced shortly.

In the meantime, you can view what was discussed in 2020 below or by clicking here.

  • 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

Previous Speakers

To inquire about speaking at the forum, please contact [email protected] or call +44 20 3865 8103

What our virtual attendees say

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

Murphy Oil Corporation

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

ESG Verification

"Quality of speakers; excellent facilitation; combination of main stage and breakout sessions."


"Highly relevant topics, knowledgeable panellists and highly informative."


"I felt the virtual format was faced paced and moved quickly. The size of the panels was good for different points of views and perspectives."

Murphy Oil Corporation

"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."


Who attends our virtual events

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 virtual attendees:

Job title Company Job title Company
CEO InspIR Group Vice president Brookfield Asset Management
CFO Invitae Vice president FINN Partners
Chief corporate affairs & communications officer Vanda Pharmaceuticals Vice president of investor relations and associate general counsel Adobe
Chief counsel CSG Vice president of legal affairs, risk management and corporate secretary McGrath RentCorp
Chief governance officer, vice president and corporate secretary Prudential Financial Vice president, associate general counsel for corporate, securities and finance Hewlett Packard Enterprise Company
Chief sustainability officer Global Fashion Group Vice president, investor relations JLL
EVP/head of fair & responsible banking Pacific Premier Bank Vice president, investor relations Premier
Executive director, investor relations Castle Biosciences Vice president, investor relations Progyny
Industry relations director Brinker International Vice president, investor relations & public affairs Concho Resources
Managing director ATB Financial Vice president, IR Charles Schwab
Managing director, capital markets, ESG & sustainability Bridge Investment Group VP chief compliance officer & corporate secretary NW Natural Gas
MD Ally Financial VP corporate communications Bear Creek Mining Corporation
Partner Guidehouse VP corporate responsibility Omnicell
Senior director, IR Maravai LifeSciences VP corporate strategy & IR Extreme Networks
Senior program director for capital market systems Ceres VP global head, investor relations Alcon
Senior vice president Endo International VP investor relations Diversified Gas & Oil
Senior vice president of governance and chief ESG officer Verizon VP investor relations & global communications Murphy Oil
Sr director, corporate Splunk VP of IR OneSpan
Sr. director legal & corp. dev. The Clorox Company VP, corporate strategy ICF
Sr. group director, corporate social responsibility Cadence Design Systems VP, EHSS AMG Advanced Metallurgical Group
SVP research Morneau Shepell VP, investor relations & sustainability Killam Apartment
SVP, chief corporate & securities counsel Synchrony Financial VP, IR Henry Schein
SVP, legal and compliance Ligado Networks VP, IR Stantec


Request full past attendee list 

Become a partner

Why partner with us?

The ESG Integration Forum – US 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 virtual events – a far cry from a webinar – 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 – US. Get in touch with Ian Richman or call on +1 212 430 6895.

In the last 12 months, IR Magazine and Corporate Secretary’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations and governance



Book your place

The super early bird rate expires on September 10, 2021. 

After this date the price will increase to the early bird rate of $195. The standard price booking price is $375.

If you have any questions, please contact Chloë Rutter at [email protected]com or +44 20 3002 0396.

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