ESG Integration Forum
US

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

Virtual event: Broadcast live

Book your place

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

Click here to view the agenda as a pdf

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

Eric Wetlaufer
independent director
TMX Group, Investment Management Corporation of Ontario, Niyogin Fintech and Enterra Solutions

Eric Wetlaufer provides counsel as a director, advisor and investor to a range of large public to smaller private companies, with a particular focus on technology and financial sectors.

He serves on the Board of Directors of TMX Group, Investment Management Corporation of Ontario (IMCO), Niyogin Fintech (Mumbai) and Enterra Solutions (Princeton, NJ). Previously, Eric served on the Board of the UN-supported Principles for Responsible Investment (PRI) and is past president of the CFA Society Boston.

As an institutional investor for over 35 years, he most recently was responsible for leading the CPP Investment Board’s Public Market Investments department, a multi-strategy platform of 220 portfolio managers analysts and traders investing globally over C$200 billion in publicly-traded assets and related derivatives. Prior to joining CPPIB in 2011, he was Group Chief Investment Officer, International at Fidelity in Boston. Prior, held the roles of Chief Investment Officer at Putnam Investments and Managing Director at Cadence Capital Management in Boston.

He earned a B.A. from Wesleyan University, Middletown, Connecticut, is a Chartered Financial Analyst (CFA) and a certified member of the Canadian Institute of Corporate Directors (ICD.D)
Wendy Cassity
executive vice president and chief legal officer
Nuance Communications

As chief legal officer, Wendy Cassity is responsible for the oversight of all legal, corporate governance, intellectual property and regulatory activities across the company’s global operations.

Before joining Nuance in September 2018, she was general counsel of Zayo Group, a publicly traded communications infrastructure company, as well as general counsel of a publicly traded natural resources company. Previously, she was in private practice as a corporate transactional attorney at both McDermott Will & Emery LLP and Cravath Swaine & Moore LLP in their New York offices.

Wendy holds a B.A. from the University of Arizona in English and history and received her J.D. from Columbia Law School.
Derek Windham
vice president, associate general counsel for corporate, securities and finance
Hewlett Packard Enterprise Company

Derek Windham is currently Vice President, Associate General Counsel at Hewlett Packard Enterprise, leading the Corporate, Securities, and Finance legal team. Prior to that, he was Vice President, Securities and Executive Compensation at Del Monte Corporation, after having served as corporate counsel at the firms of Morrison & Foerster, O’Melveny & Myers, and Shearman & Sterling. He received his J.D. From Harvard Law School in 2002, and B.A. in economics from Yale University in 1999.
Meredith Benton
principal and founder
Whistle Stop Capital

In 2017, Meredith founded Whistle Stop Capital, LLC, a consultancy focused on increasing the expression of social and environmental best practice in investment portfolios. Meredith Benton has directed the impact investment parameters of more than $2 billion in assets, led numerous successful shareholder engagement programs, and conducted extensive analyses of corporate human rights and environmental practices.

She has worked across asset classes and developed investment strategies for funds seeking to incorporate environmental and social themes into their existing investment approaches. Her leadership of shareholder advocacy initiatives has included building investor coalitions, facilitating corporate dialogues, drafting shareholder resolutions, soliciting proxy support, and benchmarking best practices. Her clients have included institutional investors, asset managers, advisors, foundations and high net worth individuals.

Meredith’s prior positions include Director and Head of Client Relations at Sonen Capital, Vice President at Boston Common Management and the Associate Director of Social Research at Walden Asset Management. Meredith also led contract negotiations for Amtrak with the States of Washington, Oregon and California, was a fellow at the Sarah Dodds Enterprise Accelerator and has been awarded a Robin Cosgrove Prize for Ethics in Finance.

Meredith was twice-elected by her industry peers to the board of US SIF: The Forum for Sustainable and Responsible Investment. She teaches a capstone course on business and ethics at San Francisco State University and obtained her BS at Oberlin College and her MBA at INSEAD.
Melodie Kraft
vice president of legal affairs, risk management and corporate secretary
McGrath RentCorp

Melodie Craft joined the Company in 2018 as the Vice President of Legal Affairs and Risk Management. Prior to joining McGrath RentCorp, Ms. Craft worked with the Company as its outside legal counsel for over a decade and was a Senior Partner in a large national law firm. In addition to her law degree, Ms. Craft has a Masters in Human Resources and Industrial Relations. Ms. Craft also has a Certificate in Risk Management and Strategic Decision Making from Stanford University.
Timothy Smith
director of ESG shareowner engagement
Boston Trust Walden

Tim leads the firm’s shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. He is actively involved in representing the firm at public events and in fostering long-term client relationships. He is Chair of the ESG Research & Engagement Committee and a member of the Active Ownership Committee.

Tim began his career in 1971 and joined the firm in 2000. He served as Executive Director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years. ICCR coordinates corporate responsibility programs for over 300 religious, institutional investors using shareholder advocacy to influence corporate conduct and promote corporate responsibility. ICCR has been a primary player in the corporate responsibility movement and social investment community since the early 1970s.

In 2007, 2012 and 2013, Tim was named as one of the “Top 100 Most Influential People in Business Ethics” by Ethisphere Institute. He is a board member of Wespath (formerly the General Board of Pension and Health Benefits of the United Methodist Church). In 2010, he received the Bavaria Award for Impact at the third annual Joan Bavaria Awards for Building Sustainability into the Capital Markets. In 2011 and 2012 he was named one of the most influential people in corporate governance by the National Association of Corporate Directors. He also serves on a number of corporate sustainability stakeholder dialogue teams, including the Climate Action 100+ team engaging companies on climate change.

Tim previously served as Chair of US SIF: The Forum for Sustainable and Responsible Investment for five years, and presently serves as Co-Chair of its Public Policy Committee. He is also Co-Chair of the Investment Committee of the Thirty Percent Coalition. He is Chair of the Board of Shared Interest and former Chair of the Kimberly-Clark Sustainability Advisory Board.

Tim earned a BA from the University of Toronto and Masters of Divinity degree from Union Theological Seminary.
Tim Dunn
chief investment officer
Terra Alpha Investments

Tim co-founded Terra Alpha Investments. He designed and oversees the firm’s investment processes and its funds.

Tim has over 30 years of experience in investment management. He spent the majority of his career at one of the largest active investment management firms in the world, Capital Group Companies. At Capital, Tim was one of the lead portfolio managers for many of the firm’s largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. In total, Tim had direct responsibility for over $26 billion in client assets. During his 19 years at Capital, Tim lived and worked in Los Angeles, London, and Washington, DC. Throughout his career he has traveled extensively around the globe to build his expertise via on the ground research and meetings with company management teams and policy leaders.

Earlier in his investment career Tim was an equity analyst covering a diverse range of global sectors including consumer electronics, consumer staples, media, industrial companies, utilities (power and telecom), and electrical equipment. He was a Vice President and equity analyst at PNC Financial as well as an equity analyst at a unit of The Bank of Boston.

Additionally, Tim worked in London as an advisor to CDP, formerly the Carbon Disclosure Project, on strategic planning and organizational effectiveness. He also served as the Director of Strategic Planning for the Piedmont Environmental Council and has served as a Trustee of The Nature Conservancy (Virginia Chapter) and on the Board of Visitors of the College of William & Mary (including as Chair of the Finance Committee and the Investment Sub-committees). He was also the Chair of the board of the Reves Center for International Studies at the College of William & Mary.

Currently, he serves on the board of the PATH Foundation and is a member of the Global Leadership Council of the World Resources Institute.

He holds a BA in International Relations from The College of William & Mary and a MBA in Finance from Northeastern University. He has been a CFA charterholder since 1989.
Mevina Caviezel
director of corporate branding and responsibility
Sonova Group
Peggy Foran
chief governance officer, senior vice president and corporate secretary
Prudential Financial

Ms. Foran is Chief Governance Officer, Senior Vice President and Corporate Secretary of Prudential Financial, Inc. Her role at Prudential also includes oversight of the Company’s Shareholder Services and Sustainability divisions.

She has been a corporate governance leader throughout her career at Sara Lee Corporation, Pfizer, Inc. and J.P. Morgan & Co., Inc. Ms. Foran is a director on the board of Orion Group Holdings, Inc. and serves on its Compensation and Nominating and Corporate Governance Committees. From December 2010 through May 2020, Ms. Foran served on the Board of Directors of the Occidental Petroleum Corporation. During her Board tenure, Ms. Foran served as Chairperson of its Sustainability and Shareholder Engagement Committee, Compensation Committee and Governance Committee. Ms. Foran previously served on the Board of Directors of The MONY Group and MONY Life Insurance Company.

Her proactive shareholder outreach and thought leadership on key governance issues has earned her global recognition as a leader in corporate governance. She has been recognized as one of the Most Influential People in Corporate Governance by Directorship Magazine for five consecutive years. In 2011, she was identified by Treasury and Risk Magazine as one of the Most Influential People in Finance. In 2013, Corporate Secretary Magazine named Ms. Foran “Governance Professional of the Year”. In 2015, Ms. Foran received both the Linda Quinn Lifetime Achievement Award from TheCorporateCounsel.net, and Corporate Secretary Magazine’s Lifetime Achievement Award.

Ms. Foran currently serves as an active member of many influential advisory boards including, co-chair on the Board of Directors of the Council of Institutional Investors, member of Board of Trustees of the American College of Governance Counsel, liaison to the American Bar Association’s Commission on Diversity and the Corporate Law Committee, Catalyst’s Advisory Board, the Weinberg Center for Corporate Governance’s Advisory Board, NACD’s Nominating and Governance Committee Chair Advisory Council, the Center for Audit Quality (CAQ) Stakeholders’ Advisory Panel and Cybersecurity Advisory Panel, the International Integrated Reporting Council, the International Corporate Governance Network’s Corporate Risk Oversight Committee, and, the Society for Corporate Governance’s Environmental & Social Working Group, Executive Director of Prudential’s Sustainability Council, and Executive Sponsor of Prudential’s ADAPT initiative.

Ms. Foran received her B.A., magna cum laude, and J. D. degrees from the University of Notre Dame. She is admitted to the New York, Illinois, Pennsylvania, and New Jersey (In-house) Bars.
Jonathan Vaas
vice president of investor relations and associate general counsel
Adobe
Nora Duke
executive vice president of sustainability and chief human resource officer
Fortis

The executive vice-president, Sustainability and chief human resource officer of Fortis Inc., Nora’s career with the Fortis Group spans 30 years. She was previously president and CEO of Fortis Properties, vice-president of hospitality services for Fortis Properties and vice-president of customer and corporate services for Newfoundland Power.

She earned a Bachelor of Commerce (Honours) and Master of Business Administration from Memorial University of Newfoundland.

Nora serves on the board of CH Energy and FortisAlberta, both Fortis utilities. She’s also served on the board of Newfoundland Power, a Fortis utility, as well as on the boards of Slate Office REIT and Memorial University of Newfoundland’s Genesis Group.

She is past chair of IHG Canada Owners’ Committee, the Newfoundland and Labrador Employers’ Council and Memorial University of Newfoundland’s Genesis Centre Selection Board, and past vice-chair of the Hotel Association of Canada.
Cynthia Curtis
senior vice president of sustainability
JLL

Cynthia is Senior Vice President of Sustainability for JLL. In this capacity, she is responsible for elevating JLL’s sustainability program, Building a Better Tomorrow, embedding it broadly throughout the business and driving meaningful impact with and through JLL’s clients. Cynthia joined the company in 2015 to work with clients to design and deliver effective sustainability strategies and initiatives that help achieve their goals.

Having working in the public, private and non-profit sectors, Curtis was previously Senior Advisor for policy & engagement for Ceres, a non-profit advocating for a sustainable economy through a network of investors and businesses. She also served as Vice President and Chief Sustainability Officer at CA Technologies, where she successfully extended the scope of the company’s sustainability initiatives, increased employee engagement and established a governance structure inclusive of oversight by the Board of Directors.

Cynthia is a founding advisor of CrowdComfort, a member of the Host Committee for GreenBuild 2017, co-founder of the Wellesley Interfaith Environmental Group, and chair of the Wellesley Village Church Energy Committee. She earned an MBA from Thunderbird School of Global Management and a BA from Boston College. She lives in the Boston area in one of the region’s first gold LEED-certified residences.
Emily Kreps
global director of capital markets
CDP

Emily Kreps leads CDP’s global investor initiatives program which works with over 525 of the world’s largest institutional investors to advocate for disclosure and transparency around environmental business practices. She is experienced in defining and leading sustainable and responsible businesses, including a period as head of corporate development for a renewable and alternative energy company, as well as various start-up CFO positions. In her previous career, Emily spent over a decade as an investment banker and an equity salesperson for Goldman Sachs and Credit Suisse. She received her degree from the School of Foreign Service at Georgetown University.
Mike Chen
director of portfolio management
PanAgora asset management

Dr. Mike Chen is a Director at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen’s current research interests are in the areas of machine learning/alternative data, ESG, and China A. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.
Beth Sasfai
senior vice president of governance and chief ESG officer
Verizon

Ms. Sasfai is Verizon’s Senior Vice President, Governance & Chief ESG Officer. She is responsible for the company’s ESG strategy, disclosure, and related stakeholder advocacy. She leads a cross-functional team of lawyers and sustainability professionals responsible for corporate governance policy and Board affairs; ESG commitments, reporting and engagement; business and human rights; digital trust and safety; compliance with corporate and securities laws; legal support to investor relations and external reporting; and advising on other general corporate matters

In her current role, Ms. Sasfai serves as a management liaison to the Corporate Governance & Policy Committee of the Verizon Board of Directors, the committee charged with overseeing sustainability, governance, public policy and reputational risk.

Previously, Ms. Sasfai was Vice President and Associate General Counsel, Litigation for Verizon corporate. In that role, Ms. Sasfai was responsible for litigation and dispute resolution nationally for Verizon’s corporate, wireline, wireless and enterprise and government businesses.

Ms. Sasfai brings more than 20 years of experience to her role, including a strong background in regulatory, governance, public policy and corporate litigation. Ms. Sasfai previously served as a state regulatory attorney for Verizon New Jersey responsible for the operating company’s day to day legal and regulatory issues, including actions at the public service commission and state and federal courts.

Before joining Verizon, Ms. Sasfai practiced in the corporate and litigation groups of the New York City offices of Cleary, Gottlieb, Steen and Hamilton.

Ms. Sasfai holds a Juris Doctorate from the University of Pennsylvania where she graduated magna cum laude and a Bachelor of Sociology from Simmons College in Boston, Massachusetts. She is admitted to practice in federal and state courts in New York and New Jersey.
Jaana Quaintance-James
chief sustainability officer
Global Fashion Group

Jaana Quaintance-James is the chief sustainability officer at Global Fashion Group, having previously held the role of head of Sustainability & Ethical Sourcing at the ICONIC. In the business since December 2017 she is responsible for delivering the whole of business sustainability strategy. In her role she draws on 14 years’ experience in multi-category retail developing and implementing change programs that deliver sustainability and ethical sourcing objectives. With a strong expertise in internal and external stakeholder engagement, Jaana has deep knowledge of both the issues on the ground and how to drive form long lasting change.
Marc Siegel
standards board member
SASB

Marc Siegel, EY Partner in the Financial Accounting Advisory Services (FAAS) practice. He specializes in enhancing corporate reporting and investor communications in areas such as, disclosure effectiveness, sustainability reporting, and financial performance reporting. Prior to joining EY, Marc provided an investor perspective as a Financial Accounting Standards Board (FASB) Board Member from 2008 through 2018, where he finalized Accounting Standards Updates (such as revenue recognition, leases, current expected credit losses (CECL), hedging, etc), enhanced FASB communications (focusing on plain-English and investor audiences), hosted sector-specific Q&A webcasts for investors, developed podcasts on investor uses of tax disclosures and stock compensation, and hosted forums with auditors, preparers, securities regulators, securities attorneys, investors and audit committee members to kick off the Disclosure Framework project. He has been a frequent speaker at conferences on financial reporting, worked with FASB investor liaison team to improve investor outreach, and participated as a FASB Observer on the Enhanced Disclosure Task Force of the Financial Stability Board, the International Integrated Reporting Council (IIRC) and the Corporate Reporting Dialogue (CRD).

Previously, Marc was director of research at a boutique sell-side research firm providing forensic financial statement analysis to mutual fund and hedge fund clients to support their investment decisions. Also, Marc worked closely with Institutional Shareholder Services (ISS) corporate governance and ESG research teams to identify synergies in research processes and findings. Marc has a B.S. in Economics from the Wharton School of Business and is a Certified Public Accountant (CPA-NY).
Nicholas Ashworth
head of investor relations
National Grid
Kellie Huennekens
head of ESG research
Nasdaq

Kellie Huennekens is Head of ESG Research at Nasdaq. She is a member of the firm’s cross-functional ESG Working Group and supports wider efforts to drive board excellence through an integrated approach to environmental, social and corporate governance expertise, insights and technology.

At Nasdaq, Kellie advises boards and management teams on corporate practices by leading edge organizations and emerging best practices. Focus areas include board roles and responsibilities, composition, structure and organization; ESG/corporate sustainability as well as governance practices and disclosures; institutional investor priorities and shareholder engagement.

Kellie, who has presented to corporate boards and a variety of governance organizations, serves on the Advisory Board of the Weinberg Center for Corporate Governance, and is an officer of the Middle Atlantic chapter of the Society for Corporate Governance. Previously she served on the Council of Institutional Investors’ Markets Advisory Council.

Before joining Nasdaq, Kellie helped establish the EY Center for Board Matters, where she served as an advisor to corporate boards and other governance stakeholders. At CBM, Kellie was responsible for the creation of thought leadership, benchmarking tools and custom client products, including through oversight of CBM’s research processes and data operations. In this role, Kellie partnered with CBM’s institutional investor engagement program, one of the largest in the US market, and collaborated with EY’s audit, tax, advisory, risk, sustainability and regulatory affairs practices. She also spearheaded research projects with external organizations, such as the Investor Responsibility Research Center Institute.

Kellie started her corporate governance career in 2005, when she joined Proxy Governance Inc., making recommendations on corporate ballot items, including for M&A and contested situations. She joined EY in 2011 when the firm acquired PGI’s research team and proprietary database. Kellie previously worked in corporate finance at Credit Suisse, Legg Mason, the Overseas Private Investment Corporation and the US Department of Treasury. She holds an MBA from the University of Maryland and a BA from the College of William and Mary.
Frank Kelley
director of ESG and compliance services
Donnelley Financial Solutions (DFIN)

Frank Kelley is Director, ESG & Compliance Services at Donnelley Financial Solutions, DFIN. He is responsible for providing thought leadership on ESG (Environment, Social & Governance), executive compensation, and proxy-related issues.

Frank was formerly a Senior Analyst at the largest proxy advisor, Institutional Shareholder Services (ISS), where he reviewed equity plans, director independence issues, say-on-pay and shareholder proposals. Prior to ISS, Frank worked at MacKenzie Partners, a leading proxy solicitor specializing in M&A, where he counseled corporate executives, boards, and shareholders on proxy contests, solicitations, and tender offers. Before MacKenzie Partners, Frank worked as a Consultant for Willis Towers Watson where he helped design executive compensation programs for Russell 3000 (R3K) companies. Prior to entering the corporate governance world, Frank worked in Equity Research at Bank of America (BofA Securities).
Adeline Diab
head of ESG and thematic research for EMEA
Bloomberg

Adeline is Head of ESG and Thematic Investing, EMEA for Bloomberg Intelligence and has over 18 years of experience managing, overseeing and analysing investment strategies across asset classes with a focus on sustainability and disruptive trends, translating them into unique business propositions. She has been a portfolio manager of Environmental and Thematic funds before embedding ESG across asset classes for over $400bn AUM and overseeing stewardship on over $60bn AUM. She led such efforts for leading financial institutions including HSBC, GLG Partners, APG and Aviva Investors. Adeline started her career at the World Bank, and prior to working in finance, she worked as a foreign affairs analyst on Capitol Hill.

Adeline is also on the board of the English National Opera and Human Rights Watch.
Joseph Vicari
ESG practice lead
Broadridge

Joseph has broad experience in product innovation and development, leading large scale strategic technology projects and developing industry transforming communication channels.

During his career he has started and led business units, a technology innovation lab, and had various leading roles in strategic planning and development.

Joseph’s is currently ESG Practice Lead and Bank/Broker Dealer Practice Lead covering areas such as regulatory disclosure, digital regulatory communications, corporate and class actions, and document and communication design.
Helle Bank Jorgensen
chief executive officer
Competent Boards

Helle Bank Jorgensen is the CEO of Competent Boards, which offers the global online ESG Competent Boards Certificate Program with a faculty of over 95 renowned international board members, executives and experts.

A business lawyer and state-authorized public accountant by training, Helle has helped hundreds of global companies and investors turn sustainability into strong financial results. She was the creator of the world’s first Green Account based on life cycle assessment and the world’s first Integrated Report, and the first holistic responsible supply chain program.

Besides board positions, She serves on His Royal Highness Prince of Wales A4S Global Expert Panel and the Non-financial Digitisation Working Group (NDWG) of The Impact Management Project (IMP), Reuters Panel of Expert Judges.

Helle has written numerous thought leader pieces, is a keynote speaker and interviewed by global media outlets. Before starting her own company, she was a partner at PwC for 11 years, building and leading sustainability practices in Denmark and the US. She later built the Canadian chapter of the UN Global Compact.

In 2020 she was Awarded the Global Impact Award and listed as “5 people in ESG to look out for.”
Chad Spitler
Chief executive officer
Third Economy
Patrick Bryden
head of ESG research
Scotiabank

Patrick Bryden joined Scotiabank GBM in Calgary in 2010 and has worked in the securities industry since 1997. Mr. Bryden became Head of Environmental, Social, and Governance (ESG) Research in 2020 and previously ranked first nine times in the annual Brendan Wood International and Greenwich Associates institutional surveys as an energy analyst. Mr. Bryden served on the Natural Gas Expert Group for the Alberta Royalty Review and advised the Province of Alberta on the calibration of its Modernized Royalty Framework. Mr. Bryden has raised more than $145,000 for the Movember Foundation and Ovarian Cancer Canada in his time at Scotiabank GBM.

He has a Bachelor of Arts (Honours) degree from the University of Calgary and was awarded the CFA designation in 2001.
Michael Fein
executive vice president and head of US operations
Kingsdale Advisors

Michael leverages over 25 years of experience on Wall Street to help clients achieve their objectives in shareholder elections with a particular focus on transactions and activist campaigns. His expertise spans corporate governance, executive compensation, and special situations. Michael’s extensive buy-side experience makes him unique in the valuable insight he is able to provide corporate clients about how to best generate investor support.

Michael began his career at Prudential Asset Management Company, as Director of Marketing for PAMCO subsidiary, Matrix Capital Management. He later traded derivatives as a Member of the American Stock Exchange and served as Portfolio Manager of a technology fund before becoming Principal and Founder of an investment firm that invested over US$500 million on behalf of institutional and individual investors. Prior to joining Kingsdale, Michael was Senior Managing Director at Okapi Partners LLC where he advised clients on numerous high-profile transactions and proxy contests. During his career, Michael has sourced and structured more than 350 transactions and successfully orchestrated numerous turnarounds.

Select experience includes acting on behalf of Elliott Management Corporation in its campaign against Arconic Inc.; Enzo Biochem, Inc. in its defense against Lone Star Value Management LLC; Biglari Holdings Inc. in its defense against Groveland Capital LLC; EXOR S.p.A. in its opposition to the acquisition of PartnerRe Ltd. by Axis Capital Holdings Ltd.; Apollo Global Management in its acquisition of both Diamond Resorts International, Inc. and Outerwall, Inc.; Bio-Reference Laboratories in its acquisition by OPKO Health; Cyan Inc. in its merger with Ciena Corporation; H.I.G. Capital in its acquisition of NCI, Inc.; Tumi Holdings, Inc. in its sale to Samsonite International S.A.; Cepheid in its acquisition by Danaher Corporation; Sterling Bancorp in its acquisition of Astoria Financial Corporation; and Furiex Pharmaceuticals in its acquisition by Forest Laboratories.

Michael holds a Bachelor of Science degree in Economics with a concentration in Finance from the Wharton School of the University of Pennsylvania.
Simon Ball
senior vice president of product
Intrado

As Senior VP of Product, Simon leads the webcasting and streaming business for Intrado Digital Media and is responsible for setting strategic direction and driving continued innovation across its product portfolio. Simon brings more than 25 years of experience in global technology and digital communications to his role, having previously held positions as Global Head of Digital Media Services at Nasdaq Corporate Solutions, and Global Head of Operations, Multimedia Delivery & Infrastructure at Thomson Reuters.
Tensie Whelan
director
NYU Stern School of Business

Tensie Whelan (NYU ‘80), Clinical Professor for Business and Society, is the Director of NYU Stern School of Business’s Center for Sustainable Business, where she is bringing her 25 years of experience working on local, national and international environmental and sustainability issues to engage businesses in proactive and innovative mainstreaming of sustainability. As President of the Rainforest Alliance, she built the organization from a $4.5 million to $50 million budget, transforming the engagement of business with sustainability, recruiting 5,000 companies in more than 60 countries to work with Rainforest Alliance. She transformed the Rainforest Alliance frog into an internationally recognized and credible brand. Her previous work included serving as Executive Director of the New York League of Conservation Voters, Vice President of the National Audubon Society, Managing Editor of Ambio, a journal of the Swedish Academy of Sciences, and a journalist in Latin America. Tensie has been recognized by Ethisphere as one of the 100 Most Influential People in Business Ethics, was the Citi Fellow in Leadership and Ethics at NYU Stern in 2015 and was awarded the Stern Faculty Excellence award in 2020. She has served on numerous nonprofit boards and corporate advisory boards such as the Unilever Sustainable Sourcing Advisory Board and the Nespresso Innovation Fund Advisory Board as well as a member of the Board of Directors for Aston Martin and GlobeScan. She is also an Advisor to the Future Economy Project for Harvard Business Review. Tensie holds a B.A. from New York University, an M.A from American University, and is a graduate of the Harvard Business School Owner President Management (OPM) Program. She was awarded the Stern Faculty Excellence Award in 2020.

Tensie Whelan has been featured in the following publications for her work with the Center for Sustainable Business: Harvard Business Review, Stern Social Innovation Review, The Economist, Fortune, Crain’s, Financial Times, Impact Alpha, Bloomberg, Wall Street Journal as well as academic journals such as the Journal of Applied Corporate Finance.
Todd Hicks
chief executive officer
Intelligize

Todd Hicks is Intelligize’s Chief Executive Officer. As CEO, he is dedicated to ensuring the company’s vision of delivering the most trusted solution for compliance professionals. Hicks joined the firm in August 2010 as the Company’s Vice President of Sales & Marketing. He has extensive experience working with senior management teams to drive new business growth at both start-ups and established firms.
Prior to joining Intelligize, Hicks served as the Senior Vice President of Worldwide Sales at Brainware. In addition, he served as Senior Director of Sales and Account Management at Westlaw Business and Global Securities Information. Prior to that, Hicks was a National Account Manager at CCH Incorporated. He has more than 20 years of experience delivering research solutions to the largest law firms and accounting firms. Hicks started his career working in public accounting delivering audit and review services for corporate clients.
Hicks earned a BBA in Accounting from at Eastern Michigan University and served in the United States Army from 1984 to 1987.
Veena Ramani
senior program director for capital market systems
Ceres

Veena leads Ceres’ work on critical market levers that will help scale the transition to sustainable capital markets. This includes governance systems that companies should put in place at the corporate board level to allow for effective board sustainability oversight. She also oversees Ceres work to engage financial regulators on climate change as a systemic risk, under the umbrella of the Ceres Accelerator for Sustainable Capital Markets. Veena is the author of the 2020 Ceres report, Addressing Climate as a Systemic Risk: A call to action for US Financial Regulators, which makes the case that climate change poses systemic risk to US financial markets, and outlines over 50 action steps that financial market regulators can take to address this risk. Veena has also authored and co-authored a number of reports on board sustainability governance including View from the top: How corporate boards can engage on sustainability performance (2015), Lead from the top: Building sustainability competence on corporate boards (2017), Systems Rule: How board governance can drive sustainability performance (2018), Getting Climate Smart: A primer for corporate directors in a changing environment (2018) and Running the Risk: How Corporate Boards Can Oversee Environmental, Social and Governance (ESG) Issues (2019).
Brian Tomlinson
director of research
Chief Executives for Corporate Purpose

Brian develops executive-ready research to enable issuers to reorient their disclosures toward the long-term. His publications provide principles, frameworks, and management approaches for the practice of long-term disclosure and integration of ESG issues.

Brian’s work on capital markets has been published by Harvard Business Review, Institutional Investor, MIT Sloan Management Review, the World Economic Forum, IR Magazine, and the Journal of Applied Corporate Finance.

Brian has a decade of experience as a corporate finance attorney. He has an MPA from Harvard Kennedy School and a BA from Oxford University.
Ray Cameron
managing director and head investment stewardship for the Americas
BlackRock

Ray A. Cameron, Managing Director, is the Head of BlackRock’s Investment Stewardship team for the Americas region based in New York. In this role, Ray leads a team of specialists responsible for engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. Through direct engagement with companies, the team encourages corporate governance practices that support sustainable financial performance over the long-term.

Prior to joining BlackRock, Ray most recently managed the corporate access engagement practice at several investment banking firms, including Stifel and Cowen. In these capacities, he oversaw teams that established and enhanced constructive dialogue with hundreds of portfolio companies’ boards and management teams.

Ray started his Wall Street career at Morgan Stanley on the institutional equity sales desk. After spending several years as a generalist, he became a technology specialist. It was in that capacity, he recognized the potential of corporate access as a stand-alone business opportunity. Ray is credited for creating and managing the first fully integrated corporate access team on Wall Street. His team included a diverse group of sector specialists who were responsible for driving engagements in their respective industries and enhancing relationships with corporate boards and management and with internal investment professionals within the firm.

He was subsequently recruited to re-engineer the corporate access engagement practice at Lehman Brothers. There he successfully maintained the entire team through the Lehman bankruptcy filing and the eventual acquisition of equity assets by Barclays.

Ray earned his Masters of Business Administration degree from Southern Methodist University, Dallas, Texas and his Bachelors of Business Administration degree from The University of Texas at Austin.
Gillian Emmett Moldowan
Partner
Shearman & Sterling

Gillian Emmett Moldowan is a partner in the Compensation, Governance & ERISA practice.

She advises companies, boards of directors, executives and investors on compensation and benefit matters, including equity-based incentives, deferred compensation programs and employment, retention and severance arrangements. Her practice focuses in particular on issues that arise at the intersection of human capital management and corporate governance and in securities offerings and mergers and acquisitions transactions. She regularly counsels clients on disclosure, trading rules (including Section 16) and the negotiation of executive employment arrangements. Gillian also advises on the applicability of federal securities law, tax law and general employment-related legal issues.
Ron Schneider
Director of corporate governance services
Donnelley Financial Solutions (DFIN)

Ron joined the DFIN Global Capital Markets group as Director of Corporate Governance Services in April, 2013. He is responsible for providing thought leadership on emerging corporate governance, proxy and disclosure issues.

Over the past four decades, Ron has advised senior management, the C-suite and boards of public companies of all sizes, industries and stages of growth facing investor activism, as well as challenging and sensitive proxy solicitations involving corporate governance, compensation and control issues.

His primary recent focus has been helping companies conduct engagement programs with their top institutional investors with the objective of identifying and addressing investor concerns through best practices in proxy disclosure.

At DFIN, Ron works closely with clients and our firm’s sales and service teams to identify and implement appropriate changes to proxy statement design, content and navigation that fit each client’s unique corporate culture and proxy-related objectives.

During his career he has managed more than 1,600 proxy solicitations, 200 tender or exchange offers and 30 proxy contests, with his proxy fight clients succeeding in over 70% of such situations.

Ron’s prior experience includes three years at AST Phoenix Advisors and nine years at BNY Mellon, providing thought leadership on regulatory changes and emerging best practices, and advising clients on proxy, governance and activism issues. Prior to that, Ron spent four years at The Financial Relations Board (FRB), a leading investor relations agency, where he managed its proxy solicitation, corporate governance and stock surveillance practice. Before that, he was a consultant to major proxy intermediary ADP Investor Communication Services (now known as Broadridge), where he served as its first “Issuer Liaison” with responsibility for its relationships with issuer companies. Earlier in his career, Ron held increasingly senior positions at major proxy solicitation firms Morrow & Company, D.F. King and Georgeson & Company, where he served on its first Board of Directors.

Ron earned a B.A. in Economics from Princeton University.
Wesley Gee
director of sustainability
The Works Design Communications

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.
Ian Roe
sustainability partner
MerchantCantos

Ian leads MerchantCantos’ global sustainability and ESG practice. He advises clients on sustainability strategy, reputation management, creative communications and reporting.

He has over 15 years’ experience delivering corporate reporting and communications campaigns for clients across financial, technology, consumer and energy sectors in the UK, US, Europe and Asia.

Prior to joining Brunswick Ian was Director of Corporate Responsibility at KPMG.

Recent clients include Alibaba, Nike, PwC, PepsiCo and the World Bank.
Alexandra Higgins
Managing director
Okapi Partners

Alexandra Higgins is a Managing Director at Okapi Partners providing strategic counsel to corporate clients and their advisors with a focus on governance and compensation issues, as well as other ESG concepts.

Alex has over 15 years of experience in corporate advisory and governance roles. Prior to joining Okapi Partners, she served as VP and Head of U.S. Partner Advisory Services at Institutional Shareholder Services Inc. (ISS) Corporate Solutions, where she managed advisory services for U.S. professional services firms on ISS policy, corporate governance issues, equity plan disclosure, and shareholder activism.

Alex also spent time as a reporter for CQ Roll Call, where she covered corporate governance regulation and activist investor campaigns. She began her career as an executive compensation analyst and research associate at The Corporate Library for six years before its merger with GMI Ratings, where she ultimately spent another four years advising law firms on corporate governance matters related to securities litigation.

In 2008, Alex was named a Rising Star of Corporate Governance by the Millstein Center for Corporate Governance and Performance. She holds a B.A. in Political Science from the University of Southern Maine.

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

Inquire about partnership

Partners

The Governance & Accountability Institute

The Governance & Accountability Institute

Supported by

For more information, visit www.ga-institute.com.

Founded in 2007, Governance & Accountability Institute is a sustainability consulting firm headquartered in New York City, advising corporate client in developing and executing winning strategies to maximize ROI at every step of the sustainability journey.

G&A helps corporate and investment community clients recognize, understand and address sustainability issues of concern to important stakeholders. G&A’s sustainability-focused services and resources include: counselling & strategies for sustainability; sustainability reporting; materiality assessments; stakeholder engagement; benchmarking; ESG investor data strategy; investor relations; sustainability communications; training; third-party awards advice, recognition and index inclusions; issues monitoring & customized research.
IR club Schweiz

IR club Schweiz

Supported by

The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.

For more information, please visit www.irclub.ch.
NIRI

NIRI

Supported by

Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org.
NIRI Atlanta

NIRI Atlanta

Supported by

NIRI Atlanta is a professional association of corporate Investor Relations officers, consultants and service providers from the Atlanta metro area and southeastern United States. Members are responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The NIRI Atlanta chapter holds a number of events throughout the year to facilitate interaction and communication among members, provide education and training on relevant topics, and raise funds to support local organizations and promote the Investor Relations profession.

For more information, please visit: www.niriatlanta.org
NIRI Silicon Valley

NIRI Silicon Valley

Supported by

The NIRI Silicon Valley Chapter was formed to advance the practice of investor relations within the local business environment. In keeping with this mission, the Chapter focuses on IR education, mentoring, and networking with the broad professional community. Our goal is to further the skills of our members, to expand their business opportunities, to increase Chapter membership, and to foster an environment that promotes IR learning for all.

For more information, visit nirisv.org.
NIRI Virtual

NIRI Virtual

Supported by

The Virtual Chapter is the second largest chapter in the NIRI ecosystem, with over 230 members representing 160+ publicly traded companies from a wide range of professional experiences, industries, geographies and market caps. The Virtual Chapter has been providing online educational, professional development and networking opportunities for its members and the broader IR community for more than 16 years, and is the only NIRI chapter to offer CPE credits in addition to IRC PDUs. For more information, please contact [email protected]

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.

Early bird rate (USD)

$375

$195

Book your place

Contact us

For partnership inquiries

Ian Richman

+1 212 430 6865
For agenda inquiries

Steven Wade

+44 20 3865 8103
For all other inquiries

Chloë Rutter

+44 20 3002 0396

Privacy Policy

IR Media Group Ltd, the owner of IR Magazine, Corporate Secretary and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.

ESG Integration ForumUS

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

About the forum

AN INTERACTIVE, VIRTUAL EXPERIENCE

Agenda

Previous Speakers

What our virtual attendees say

Murphy Oil Corporation

MyLog IQ

Anonymous

ESG Verification

DFIN (Donnelley Financial Solutions)

Anonymous

GCs Counsel

Zuylestein

Murphy USA

Who attends our virtual events

Become a partner

Partners

Book your place

Early bird rate (USD)

$375

$195

Contact us

Privacy Policy

To view our privacy policy in full, please click here.

ESG Integration Forum
US