Agenda topics, timing, and speakers subject to change.
Day 1 | Tuesday, March 26
11:00 am – 12:00 pm Eastern
Board Member Perspectives on ESG Reporting
1 CPE credit | Field of Study – Accounting
Join Helle Bank Jorgensen, CEO of Competent Boards and Prat Bhatt, Board Member, to hear the latest updates on Board member perspectives around ESG reporting frameworks.
Moderator:
Helle Bank Jorgensen | CEO | Competent Boards
Panelist:
Prat Bhatt | Board Member | Seagate Technology, RingCentral, and CAQ
12:00 pm – 1:00 pm Eastern
How SEC and Other Domestic Rulemaking is Impacting ESG Reporting Strategy
1 CPE credit | Field of Study – Accounting
A panel of preparers will share how they are adapting their ESG reporting strategy and governance to effectively integrate recent US domestic activity, including the SEC's final Climate rules and California's Climate Accountability Package.
Moderator:
Kristen Sullivan | Audit & Assurance Partner | Deloitte & Touche LLP
Panelists:
Dave Curran | Co-Chair of the Sustainability and ESG Advisory Practice and Executive Director of the ESG and Law Institute | Paul, Weiss, Rifkind, Wharton & Garrison LLP
Kate Sturgess | SVP, Controller and CAO | American Electric Power
Faith Taylor | VP, Global Sustainability & ESG Office | Kyndryl
1:00 pm – 2:00 pm Eastern
Break
2:00 pm – 3:00 pm Eastern
Investor Priorities Driving Disclosure Decisions and Ratings Rationalization
1 CPE credit | Field of Study – Accounting
Hear from expert practitioners as we dive into the on-going demand for ESG information by investors. We’ll hear from corporate representatives who are fielding requests for ESG information from internal and external stakeholders, as well as how they’re working cross functionally. We’ll hear how investors are accessing and using ESG information to make engagement and investment decisions.
Moderator:
Mike Wallace | Chief Decarbonization Officer (CDO) | Persefoni
Panelists:
Taylor Bauer | ESG Controller | AGCO Corporation
Jeremy Davis | Executive Director | MSCI, Inc.
Niki King | VP, Head of Sustainability | Clorox
Billy Scherba | VP, Risk Management Solutions | Persefoni
3:00 pm – 4:00 pm Eastern
CSRD Implementation Insights
1 CPE credit | Field of Study – Accounting
With many companies being subject to the EU CSRD in 2024 and beyond, experts and preparers discuss how to tackle key implementation challenges including scoping and double materiality.
Moderator:
Melanie Glover | Partner, ESG Trust Solutions | PwC
Panelists:
Jonathan Gregory | North America Controller, M&A and ESG Accounting | The Hershey Company
Sammy Lakshmanan | Principal – Sustainability Consulting Solutions Practice | PwC
4:00 pm – 5:00 pm Eastern
ESG Reporting Success through Cross-Function Collaboration
1 CPE credit | Field of Study – Accounting
Ensuring accuracy and completeness of ESG data are critical as the bar of ESG reporting is raised. Experts on processes over ESG data discuss best practices for prepares to consider around developing processes and controls for ESG related data that is on par with other data used in financial reporting.
Moderator:
Carmelina Pagliero | Managing Director, Assistant Corporate Controller | Accenture
Panelists:
Elizabeth Daggett | Managing Director in Communications | Accenture
Danika Haueisen | Associate Director in Legal | Accenture
Jens Laue | Managing Director and Global Lead for ESG Measurement, Analytics, and Performance Services | Accenture
Melissa Lipcamon | Associate Director in Global Controllership | Accenture
Day 2 | Wednesday, March 27
10:00 am – 11:00 am Eastern
Bonus Session Opportunity
A Force for Good: Addressing the Environmental Impacts of Travel
1 CPE credit | Field of Study – Accounting
Business leaders  want to drive measurable environmental progress now more than ever. American Express Global Business Travel is helping clients work towards these goals. We’re also helping to make corporate travel more sustainable by providing ways to travel smarter – a win for the environment and your bottom line.
Moderator:
Nora Lovell Marchant | VP of Global Sustainability | Amex GBT
Panelists:
George Anderson-Brown | VP, Corporate Finance | Amex GBT
Abigail Neary | Head of Sustainability | Aon
Jesko-Philipp Neuenburg | Managing Director, Global Travel & Aviation Sustainability | Accenture
Brian Ripsin | Sustainability Manager Americas | Shell Aviation
11:00 am – 12:00 pm Eastern
ISSB Update
1 CPE credit | Field of Study – Accounting
Verity Chegar from the ISSB shares insights on recent standard setting efforts and progress toward broad based adoption and interoperability with other global rules and standards.
Moderator:
Rudi Bless | Chief Accounting Officer | Bank of America
Panelist:
Verity Chegar | Board Member | ISSB
12:00 pm – 1:00 pm Eastern
Key Decisions Made Along the ESG Reporting Journey
1 CPE credit | Field of Study – Accounting
A panel of industry implementers of ESG reporting hone in on a few of the key decisions that have or will drive their companies to effective adoption of various ESG reporting frameworks.
Moderator:
Christine Perez | ESG Controller | Microsoft
Panelists:
James Greffet | Head of ESG Strategy | Eli Lilly
Ciara Lee | ESG Finance Lead | Cisco
Denise Lucas | Director, Accounting Policy and Financial Reporting | IBM
1:00 pm – 2:00 pm Eastern
Break/Bonus Session Opportunity
ESG Data: Moving Along the Data Maturity Curve
1 CPE credit | Field of Study – Accounting
Join DFIN and Protiviti for a discussion on preparedness for enhancing your ESG data governance and management program, while leveraging existing ESG frameworks and standards, and understanding how reporting in XBRL will help deliver a successful regulatory compliance program.
Moderator:
Frank Kelley | Director and Head of ESG, Global Capital Markets | DFIN
Panelists:
Robert Hirth | CPA Consultant to Protiviti
Mike Lemus | CPA Subject Matter Expert, Global Capital Markets | DFIN
Patricia Myles | CPE Global Regulatory Compliance and Strategy Consultant, Global Capital Markets | DFIN
2:00 pm – 3:00 pm Eastern
ESG Assurance Readiness
1 CPE credit | Field of Study – Auditing
Assurance experts and preparer panelists discuss strategies and best practices to achieve successful audit opinions for limited assurance across the different ESG reporting frameworks and how to start planning for reasonable assurance audits in the coming years.
Moderator:
Corinne Dougherty | Partner, Audit | KPMG
Panelist:
Dan Goldenberg | Head of Sustainability; VP, Corporate Social Responsibility & ESG | Activision Blizzard
3:00 pm – 4:00 pm Eastern
Next Up: Governance
1 CPE credit | Field of Study – Accounting
Join a team of experts and panelists to discuss what's next on the ESG horizon and where companies can focus their efforts to ensure they are prepared for the next wave of ESG reporting regulations.
Moderator:
Dan Helwing | Financial Accounting Advisory Services (FAAS) | Ernst & Young LLP
Panelists:
Julia Chen | VP, Deputy General Counsel and Corporate Secretary | Thermo Fisher Scientific
Patti Humble | Chief Accounting Officer | UPS
Pam Oberski | VP, Global Financial Accounting and Reporting | Dow
4:00 pm – 5:00 pm Eastern
ESG Reporting Leaders Perspectives
1 CPE credit | Field of Study – Accounting
A panel of ESG reporting leaders discuss key takeaways from the ESG Updates Conference and touch on how companies are managing the current state of ESG regulations.
Moderator:
Jaclyn Beam | Associate Professional Accounting Fellow | FEI
Panelists:
Brodie Davis | Director of ESG Reporting | Northrop Grumman
Shawn Husband | Senior Director, ESG Reporting | Walmart
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