ESG Integration Forum – Summer 2020
Interactive, virtual conference

Wednesday, July 29, 2020

LIVE: 9am to 3.30pm Eastern. Available for replay

About the event

Telling your ESG story in a virtual environment!

Following on from the success of the ESG Integration Forum last year, Corporate Secretary and IR Magazine were back again this summer to discuss the outcomes of the proxy season this summer and help companies respond to the growing demand for improved ESG practices – only this time, virtually!

We brought together investor relations, finance, sustainability, governance, risk and compliance experts all under one ‘roof’ on our virtual event platform to discuss the underlying factors that have driven the rise of ESG, learn about investor expectations, deepen
shareholder engagement, help companies identify and act on material risks, and better manage shareholder proposals in the ‘new normal’.

A far cry from a traditional webinar format, the event featured virtual roundtable discussions, live chat with attendees, one on one video chats and extensive networking. The panel discussions were followed by a live Q&A with the audience and attendees had access to our resource library.

Sign up today to access the replay.

 

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Agenda

All times below are in EDT. View agenda as a PDF.

  • 09:00 AM
    Welcome to our ESG Integration Forum – Summer edition

    Laurie Havelock, editor-at-large, IR Magazine

  • 09:15 AM
    What does Covid-19 mean for ESG and long-termism: is ESG a luxury of a long bull run?

    • Trend check: What is the impact of Covid-19 on ESG in 2020?
    • How is the pandemic influencing the way investors are looking at and thinking about ESG?
    • With the ESG landscape rapidly evolving, what should corporates be focused on?
    • Impact on shareholder commitment to sustainability issues such as climate change
    • Does investor focus on human capital management reduce focus on sustainability issues?

    Jessica McDougall, vice president, investment stewardship and corporate governance, BlackRock
    Dottie Schindlinger, executive director, Diligent Institute
    Ariel Smilowitz, analyst, investment stewardship, BlackRock
    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 10:00 AM
    Outcomes of proxy season: Which ESG proposals received widespread support?

    • Trend check, risks and opportunities: Lessons from 2020
    • How are certain sectors responding to climate related shareholder proposals?
    • What were the major ESG-related proxy disclosure trends?
    • How much focus or change has been placed on CEO compensation this proxy season?
    • What are the considerations for boards and companies following the outcomes of this proxy season?
    • Will proposals ultimately affect change, even if the resolutions failed?
    • What is the impact of ESG proposals? Did ESG investors side with management?

    Alexandra Higgins, managing director, Okapi Partners
    Ron Schneider, director of corporate governance services, Donnelley Financial Solutions (DFIN)
    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 10:45 AM
    Breakout sessions and networking

    There will be two breakout sessions taking place concurrently. Participants can choose to attend either session:

    • Why is ESG material? An experienced board director’s view on enterprise risk management – Joyce Cacho, president, Adinura Advisory Services
    • Evolving expectations on corporate climate lobbying: Ceres blueprint to responsible policy engagement on climate change – Veena Ramani, senior program director, capital market systems, Ceres
  • 11:15 AM
    A debate for and against: Reforming shareholder proposal thresholds

    In November 2019, the SEC voted in favor of proposed amendments to rule 14a-8, which governs the shareholder proposals that make it onto the ballot. The proposal has proved controversial with thousands of comment letters submitted during the comment period – in particular around the changes being made to shareholder proposal resubmission thresholds and to ownership thresholds. During this session, we’ll explore arguments for and against the suggested changes and its potential impact.

    Andrew Behar, CEO, As You Sow
    Patrick Foley, securities counsel, General Motors
    Arielle Katzman, associate, Shearman & Sterling
    Moderator: Ben Ashwell, editor, IR Magazine

  • 12:00 PM
    Telling your ESG story in a virtual environment

    • Developing an integrated approach around investor expectations in the pandemic
    • Communicating ESG efforts effectively to investors – virtually and in the current context
    • Off season engagement and ESG roadshows
    • Effectively telling the long-term story to deepen shareholder engagement
    • Weaving purpose, vision and value into your ESG narrative and other best practice tips
    • Prioritizing the most important communications channels to tell an impactful ESG story
    • Examples of ESG best practices in the virtual world – adapting the message well
    • Formulating next steps and making the most of the company’s resources

    Evan Barth, general counsel, IBM
    Maureen Wolff, CEO, Sharon Merrill
    Brian Tomlinson, director of research, CEO investor forum, CECP
    Moderator: Laurie Havelock, editor-at-large, IR Magazine

  • 13:00 PM
    Breakout sessions and networking

    There will be two breakout sessions taking place concurrently. Participants can choose to attend either session:

    • ESG and shareholder engagement: A discussion about how investors communicate ESG expectations through engagement: Alexandra Higgins, managing director, Okapi Partners
  • 13:30 PM
    Regulations, ratings and reporting: A look at best practices

    • As E, S & G issues continue to expand, what is the impact on future reporting/rating systems?
    • Does the current system of disclosure favor large caps? What can be done to reduce the gap?
    • Will ESG frameworks converge to one system in the next decade or grow with new players?
    • How to balance the deck across sectors in terms of standards applied for ESG ratings?
    • How can IR and governance teams develop investor-facing ESG reports that perform well with ratings agencies?

    Ben Kruse, director – global ESG reporting and insights, CSR, AT&T
    Nicolai Lundy, director of partnerships and market outreach, SASB
    Huub Savelkouls, chief sustainability officer, Philip Morris International
    Janice Warren, managing director, head of ESG reporting solutions, Nasdaq
    Moderator: Ben Ashwell, editor, IR Magazine

  • 14:30 PM
    Developing an ESG program during a pandemic and building support internally

    • How should a company go about launching or improving their ESG strategy and disclosure?
    • What can you do to drive your sustainability agenda amidst all the noise around Covid-19?
    • First-time ESG program and reporting best practices: first steps, process and tips
    • Opportunities, risks and challenges for small corporations launching ESG programs
    • What to prioritize to make sure you get the most positive impact from governance firms?
    • Pros and cons of engaging a third-party ESG consultant vs. handling ESG priorities internally

    Yonni Fushman, executive VP, chief legal officer and secretary, Aecon Group
    Karen Keyes, senior investor relations professional
    Sean Wilson, chief administrative officer & corporate secretary, Gibson Energy
    Moderator: Ben Ashwell, editor, IR Magazine

  • 15:15 PM
    Summary and wrap up

  • 15:30 PM
    End of event

Key speakers


Who attended?

Attendees at this event are governance, IR and sustainability practitioners from publicly listed companies. Some of our past attendees include:

Click here to request the full attendee list

Job title Company Job title Company
Account associate, investor relations W2O Group Investor relations FIS
Associate financial analyst Moody’s Investor relations – manager Pentair
Chief corporate affairs officer Vanda Pharmaceuticals Manager, corporate communications & reporting Brown-Forman Corporation
Chief counsel & corporate secretary Cantor Fitzgerald Manager, corporate ESG program Schnitzer Steel Industries
Chief financial officer Invitae Corporation Manager, ESG Estee Lauder
Director FS KKR Capital Corp Manager, investor relations ANSYS
Director Stifel Manager, investor relations Esperion
Director – global CSR reporting & insights AT&T Managing director and head investment stewardship BlackRock
Director of investor relations FMC Corporation Senior director marketing Broadridge
Director of investor relations Terex Corporation Senior manager PwC
Director of social impact & sustainability Philip Morris Senior manager, community relations and public affairs Adtalem Global Education
Director sustainability reporting Newmont Senior manager, investor relations Aptiv
Director, emerging issues Eastman Senior manager, sustainability General Motors
Director, enterprise sustainability program Medtronic Specialist, governance Cameco Corporation
Director, investor relations Criteo Sr director, IR & corporate responsibility Incyte Corporation
Director, investor relations Discovery Sr director, IR & performance analytics Killam Apartment REIT
Director, sustainability communications ConocoPhillips Strategic director ANPORT Communications
ESG consultant RPS SVP, culture, CSR & ESG Viacom
Executive vice president, retirement strategies Natixis Vice president assistant general counsel US Bank
Head of business development for sustainability Bloomberg Vice president, investor relations & corporate treasurer Glatfelter
Head of corporate responsibility, diversity & inclusion Amdocs VP Zuylestein
Head, investor relations & director of corporate strategy TCF Financial Corporation VP, investor relations Tradeweb Markets
Head, product and service innovation TMX Group VP, investor relations Vistra Energy
Innovation and ESG consultant Halma VP, investor relations WW International
Investor relations IR Impact VP, investor relations & communications Murphy Oil

 

Click here to request the full attendee list

Past attendees say

"The topics were great the platform worked really well too."

ALLETE

"Really strong and articulate line-up of panelists. Easy access to link to event and to ask questions. I really enjoyed the session and looking forward to the event in October. I thought the topics were timely and appropriate."

ESG Verification

"I liked the variety of participants"

Toll Brothers

" Very topical subject. Highly knowledgeable speakers. Platform has become stable and reliable."

Q4

"Knowledgeable panels. Productive discussion. Easy participation. Visibility and up-voting of questions."

GCs Counsel

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

Murphy USA

"Relevant content and solid speaker line-up"

Aecon Group

"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

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

DFIN

"The content was fantastic"

Q4

Our Partners

Resource library

Sign up to access the replay

This event is open to all investor relations, governance, risk and compliance professionals. To register, please fill in the form below and we’ll send through login instructions to access the replay. If you have any questions, please contact Priscilla Lim at [email protected] or +44 20 8004 4989.

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