ESG Integration Forum
US

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

Virtual event: Broadcast live

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.

 


AN INTERACTIVE, VIRTUAL EXPERIENCE

This 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.


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. More information is available at www.niri.org/certification.

Agenda

  • 10:15 AM
    Welcome to the ESG Integration Forum – 2021!

  • 10:30 AM
    An introduction to dynamic materiality

    Material ESG issues are more fluid than ever before; what is material today may not be tomorrow, and what is not material today may be tomorrow. As stakeholders become more empowered, we examine how to approach materiality in an agile way, taking into account all stakeholder views.

    • Understand the concept of dynamic materiality and why is it vital in measuring and managing your ESG risks and opportunities
    • Hear examples and best practices for conducting a materiality assessment
    • Learn how to stay up-to-date with the risks and opportunities that impact your business in this rapidly evolving area

  • 11:15 AM
    Meet the attendees: Morning networking break

    Meet the attendees: Networking
    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 11:30 AM
    Staying ahead of the SEC on reporting and disclosure

    Given the expectation that the SEC will demand increasingly higher disclosures around ESG issues, we discuss what companies can do to improve their practices related to identifying, collecting and reporting decision-useful ESG data.

    • Hear views about how emerging ESG reporting legislation is likely to impact corporate issuers
    • Discuss how best to plan for expected SEC reporting requirements around ESG factors
    • Learn how to keep up with and prioritize disclosure expectations from various stakeholders

  • 11:45 AM
    How IR, Governance and Sustainability can prioritize and articulate material ESG issues

    There are more than 300 potential ESG topics which could be material to a company and understanding which topics and focus areas you need to concentrate on and clearly articulate, why these issues are material to the business.

    • Discuss how to engage all functions of a company with the materiality process
    • Understand the processes required to prioritize and focus on issues that are most relevant to your company
    • Learn how to condense your ESG story into easily digestible messages to be used during investor days and presentations
    • Discuss how best to articulate on your website, in your 10-K and in the proxy the impact ESG factors can have on your business.

  • 12:30 PM
    A cost-benefit analysis on assured ESG data

    The regulatory focus on ESG requirements is likely to increase the reliance on external assurance for ESG data. This session examines auditing trends, discusses the benefits and challenges, and shares best practices related to auditing ESG data.

    • Discuss whether ESG audits will become necessary via regulation or market trends
    • Understand how companies overcome the workload challenges for auditing data as ESG data becomes more real-time focused
    • Debate whether assured data is likely to help inclusion in ESG indexes
    • Learn about the practices and systems companies should put in place to report and audit ESG-related metrics

  • 13:15 PM
    Meet the attendees: Lunch networking break

    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 13:45 PM
    A guide to automating ESG reporting

    Preparing and reporting ESG information can be time-consuming and takes resources away from managing ESG risks. This session explores how advances in technology can help reduce reporting fatigue, streamline data collection, and provide decision-useful information to investors in real-time.

    • Learn about the pros and cons of automating ESG data collection
    • Understand which ESG-related metrics can be collected and reported in a smooth automated manner
    • Discover how to use automation tools to analyze and tell a story about how ESG factors impact your business

  • 14:15 PM
    Meet the attendees: Afternoon networking break

    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 14:30 PM
    Stream one: ESG for Small and mid-cap companies

    ESG leaders in the small and mid-cap space can benefit from index inclusion and reduced cost of capital. Yet, the challenges for small and medium-sized companies are unique. In this session, we examine ESG trends and challenges which are specific to small and mid-cap companies.

    • Discover market trends related to ESG for small and mid-cap companies
    • Discuss how to demonstrate the benefits of ESG reporting to engage internal stakeholders, management and the board
    • Discover how targeting analysis for small cap companies is evolving to include ESG-focused investors

  • 14:30 PM
    Stream two: Understanding ESG and fixed income

    As green-bonds and ESG-linked loans become more varied and popular, this session investigates how companies can raise capital through ESG related fixed-income vehicles.

    • Learn about the increased innovations in green bonds and ascertain why they might be a good fit for your company
    • Understand how fixed-income managers view ESG-related risks and how their approach differs from equity managers
    • Hear fixed-income investor expectations of public companies

  • 15:15 PM
    The who, what, where, how and when of ESG engagement

    As investors take a more active role, using their influence to change behavior at companies around ESG issues, we explore the changing nature of conversations between issuers and investors. We discuss the best approaches and vehicles for strategic engagement with investors related to ESG topics.

    • Who companies prioritize engagement with; portfolio managers, analysts, ESG or stewardship teams – and how to tailor your approach for each stakeholder
    • What topics investors are looking to address, and how you can align discussions with the fundamental time horizon of portfolio managers
    • Where these discussions can take place; from traditional engagements such as proxy season, roadshows investor days and earnings calls to bespoke ESG broadcasts, social media and governance roadshows
    • How to tell your ESG story and communicate decision-relevant information to your shareholders
    • When are ESG discussions are most constructive, and how companies can build ESG into their year-round engagements with investors

  • 16:15 PM
    Summary of discussions and end of day one

  • 10:30 AM
    Welcome to the ESG Integration Forum – 2021!

    Recap from day one’s discussions

  • 10:45 AM
    The role of companies in the race to net-zero

    As companies commit to science-based targets related to climate change and the SEC seeks to develop climate-disclosure rules, we take a deep dive into climate action. We specifically explore setting targets and developing disclosures around carbon emissions.

    • Discuss what format climate disclosures should take
    • Understand which climate targets are most effective and how companies can develop time relevant goals linked to carbon emissions
    • Learn how to begin measuring and benchmarking greenhouse gas emissions
    • Discover investor expectations of public companies in the area of climate action

  • 11:45 AM
    Meet the attendees: Morning networking break

    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 12:15 PM
    How to facilitate board oversight on ESG

    Boards of public companies are increasingly required to have more oversight on ESG factors. This session examines the current state of board oversight on ESG risks and opportunities and how to improve ESG oversight through composition and education.

    • Discuss what directors, executives and departments should form the ESG disclosure committee
    • Learn how to educate your board around ESG risks and opportunities
    • Understand how to improve shareholder engagement on ESG at the board level

  • 13:15 PM
    Meet the attendees: Lunch networking break

    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 13:30 PM
    Getting the right metrics for social, human capital and diversity factors

    Getting the right metrics for social, human capital and diversity factors
    Social factors are subject to increased scrutiny, yet they can be among the most difficult to measure and analyze. During this deep dive into social factors, we look at how both companies and investors measure and evaluate issues such as human capital management, corporate culture and social license to operate.

    Furthermore, the SEC has approved rule changes proposed by Nasdaq that put in place new board diversity mandates and related public disclosures regarding composition. We will also examine what this means for public companies and disclosures around diversity and inclusion activities.

    • Learn about emerging performance indicators related to social risks and opportunities
    • Understand the challenges of qualitative and quantitative disclosures in human capital management and decide what works for your company
    • Discuss whether mainstream investors will include diversity requiquirements in their governance policies

  • 14:30 PM
    Meet the attendees: Afternoon networking break

    Match with other attendees for a short, fun introduction using our virtual networking tool: it’s as easy as 1-2-3.
    1. Visit the networking area and click connect
    2. Get randomly matched with another attendee for a three-minute introduction
    3. Exchange contact information or move on to the next attendee: it’s up to you!

  • 14:45 PM
    Ask me anything: An investor Q&A

    In this final session we offer a live Q&A with a panel of investors and analysts to share their views on the evolving ESG space and their expectations of public companies.

    • Hear from a range of investors about their priorities for public companies in 2022
    • Have your most pressing questions answered by investors and analysts
    • Understand investor requirements from public companies to inform your future ESG strategies

  • 15:45 PM
    Summary of discussions and end 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

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

Murphy Oil Corporation

"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

"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. "

Anonymous

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

ESG Verification

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

DFIN (Donnelley Financial Solutions)

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

Anonymous

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

GCs Counsel

"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."

Zuylestein

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

Murphy USA

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 VP, IR and associate general counsel Adobe
Chief counsel CSG VP, legal affairs, risk management and CS McGrath RentCorp
Chief governance officer, vice president and CS Prudential Financial VP, associate GC for corporate, securities & finance HPE
Chief sustainability officer Global Fashion Group VP, investor relations JLL
EVP/head of fair & responsible banking Pacific Premier Bank VP investor relations Premier
Executive director, investor relations Castle Biosciences VP, investor relations Progyny
Industry relations director Brinker International VP, investor relations & public affairs Concho Resources
Managing director ATB Financial VP, investor relations 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
Senior director, corporate Splunk VP, investor relations OneSpan
Senior director legal & corp. dev. The Clorox Company VP, corporate strategy ICF
Senior group director, corporate social responsibility Cadence Design Systems VP, EHSS AMG Advanced Metallurgical
SVP research Morneau Shepell VP, investor relations & sustainability Killam Apartment
SVP, chief corporate & securities counsel Synchrony Financial VP, investor relations Henry Schein
SVP, legal and compliance Ligado Networks VP, investor relations Stantec

 

Request full 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

 

Download the partnership prospectus

Partners

Book your place

The early bird rate expires on October 29, 2021.

After this date the price will increase to the full booking price of $375.

If you are a NIRI member, don’t forget to enter your special discount code during the registration process.

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

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