As we wait for an update on the SEC’s climate disclosures rule, California has lead the charge
on climate reporting, setting the bar on TCFD-aligned disclosure and providing a blueprint for
other states to follow suit. In this panel, we’ll discuss the national and global impact of the
California climate disclosure laws, how they align with the expected SEC rules, and how both
rules align with other global standards and frameworks

• Understand the impact of California’s climate disclosure laws on how
  companies disclose ESG information and provide a blueprint for better disclosure
• An update on the SEC’s proposals and how they compare with California’s climate disclosure laws
• Analyze how the US approach align and conflict with other global standards,
  including those put forward by the EU and ISSB

Mia Overall, vice president, ESG, Newmark
Sandy Peters, senior head, CFA Institute, and investor advisory committee member, SEC

A paradigm shift is underway moving from voluntary and unstructured ESG data and sustainability reporting to mandatory and standardised sustainability disclosures. In this panel, we’ll share how well established global governance and data management best practices help issuers develop a robust ESG data culture.

• Learn how the transition from voluntary to mandatory reporting will impact how ESG data is managed and disclosed 
• Gain clarity on the standards required to meet regulatory and assurance requirements for ESG data 
• Best practices on how to design and execute a robust data governance and oversight strategy for ESG 

Moderator: Ben Maiden, editor-at-large, Governance Intelligence
Raj Dave, chief securities counsel and assistant corporate secretary, Newell Brands 
John Truzzolino, director of business development, Donnelley Financial Solutions 

• Getting the basics right: What not to miss in your sustainability communications 
• Telling your sustainability story with limited time and resources 
• Sustainability reports vs integrated reports: Deciding on the right approach 
• Greenwashing vs green-hushing: Finding the right balance 

Daniel Labovitz, co-founder and CEO, Green Impact Exchange

Private roundtable: Conducting a comprehensive materiality assessment  

• Getting started: Defining which issues are material in today’s environment
• Balancing priorities: Managing evolving stakeholder pressures on material issues
• Looking ahead: Transitioning from single to double materiality

Steve Wade, head of content, IR Magazine  

Despite lower majority support among shareholders, the 2023 proxy season set a new record for the number of ESG proposals. In this panel we will analyze the trends from this year’s proxy, track how shareholder sentiment is changing with regards to E&S issues and discuss how to apply the lessons learned from 2023 in 2024. 

• An overview of the key E&S proposals from 2023 and what to expect in 2024
• Respond to enhanced scrutiny of environmental and social reporting
• Navigate shareholder disunity on ESG as proposals become increasingly specific and divisive  

Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence
Dana Eddis, associate general counsel – corporate, Corteva
Greg Reppucci, senior director, sustainability & corporate governance, Morrow Sodali
Michael Rouvina, assistant general counsel – corporate governance and securities, Lumen

Market uncertainty, inconsistent reporting and rolled back commitments have left many feeling disillusioned with the ESG movement. Here our speakers will discuss how to reframe your ESG narrative and report ESG information in a way that is both compliant with international standards and valuable to investors.

• Streamline your ESG messaging: refocusing on sustainable issues that are most material to your business
• Back up your claims: supporting your commitments and timelines with data
• Go beyond compliance: using new reporting requirements as a catalyst to inform and reinforce your sustainability strategy

Moderator: Carolina Murphy, director, advisory & corporate insights, CECP
Prabh K. Banga, vice president, sustainability, Aecon
Wesley Gee, chief sustainability officer, Works Design
Gina Jordan, manager, sustainability and ESG policy, Enbridge

In this panel we will discuss how new technologies are helping to companies to identify which ESG issues are material to their businesses, improve efficiencies in collecting and managing data (including scope 3 emissions) and optimize their reporting and engagement process.  

• Discuss which sustainability tools and technologies IR and governance teams are using to drive efficiency in their role 
• Learn how recent breakthroughs in digital communications, automation and AI are helping companies manage and communicate their ESG performance 
• Understand how to assess and mitigate the risks posed by AI on the reliability and accuracy of ESG information 

Moderator: Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence 
Ed Miller, director, investor relations, Q4
Quentin Weber, director, investor relations, WSP

Businesses have a salient role to play in leading the transition to a net zero economy, but various social and financial risks need to be accounted for. In this panel, we’ll discuss how accelerating concerns around climate change and mounting ESG fatigue are impacting strategic decision making, how IR and governance teams can support their board to manage these risks and opportunities, and how to ensure your company’s sustainable transition is fair and equitable.

• Share strategies to support your board’s oversight of climate risk, including: different governance structures, board composition and training, and feeding back relevant stakeholder information
• Assess and evaluate the social risks associated with your environmental strategy and roadmap to net zero
• Ensure accountability: assessing board competency, measuring progress and reporting results

Ben Maiden, editor-at-large, Governance Intelligence
Alexandra Higgins, managing director, Okapi partners
Mary Morley, head of corporate communications & ESG, Sterling Infrastructure

Here we will discuss how investors are integrating ESG into their investment decisions in
2024

• Learn the red and green flags investors have when it comes to ESG engagement and
  communications
• Hear which human capital issues investors are focussing on in 2024, and how best to
  communicate your social narrative
• Understand the buy-side perspective on ESG fatigue and how companies can better
  articulate their sustainability efforts in the context of resistance

Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence
Kiran Aziz, head of responsible investments, KLP
Bruce Kahn, senior portfolio manager, Shelton Capital Management
Erika Karp, chief impact officer, Pathstone

Our final session of the day will recap how discussions around ESG are shifting, and what to
expect – and prepare for – next year. How are global priorities expected to change, and
what does an effective ESG governance and communication strategy look like in 2024?

• Identify and understand new market pressures around ESG issues
• Balance agility with consistency: Standing by your commitments whilst being responsive to changing stakeholder expectations
• Align your sustainability narrative with your company’s long-term strategy and objectives

Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Jennifer Motles, chief sustainability officer, PMI

Help yourself to a glass of bubbly and discuss the topic with your peers in a highly interactive roundtable discussion.  

Roundtable topics  

• Managing and communicating social value in 2024

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

• Biodiversity: Responding to the TNFD framework

Ben Maiden, editor-at-large, Governance Intelligence

• Adapting to the ISSB standards: Applying S1 and S2

Ron Llewellyn, counsel, Fenwick & West 

• Executing an impactful ESG investor day

Laurence Taylor, head of content, IR Magazine and Governance Intelligence

Laurence Taylor, senior conference producer, IR Magazine and Governance Intelligence