ESG Updates Conference


Day 1 – Wednesday, March 29
Day 2 – Thursday, March 30

Agenda topics, timing, and speakers subject to change.

Day 1 | Wednesday, March 29


10:00 am – 11:00 am Eastern

Optimization and Organizational Design for Best-in-Class ESG Program Execution

(1 CPE credit | Field of Study – Accounting)
Presented By: Nasdaq

Effective ESG programs are a collaborative, cross-functional undertaking. A panel of experts will share best practices toward achieving excellence in program execution and risk management, from both a regulatory and capital markets perspective.


11:00 am – 11:30 am  Eastern

Welcome Remarks and SEC Update

(.5 CPE credits | Field of Study – Accounting)

A representative from the Securities and Exchange Commission discusses the Commission's recent Climate rule and offers other insights.

  • Mike Tovey | Corporate Controller | Bank of America

  • Hester Peirce | Commissioner | U.S. Securities and Exchange Commission

11:30 am – 12:30 pm  Eastern

Key Perspectives on the SEC's Proposal

(1 CPE credit | Field of Study – Accounting)
Presented By: Deloitte

The SEC's Climate proposed rules bring climate further into the realm of financial reporting. A panel of experts on financial reporting will share insights on what the proposed rules mean for finance professionals and highlight implementation best practices.

  • Laura McCracken | Audit & Assurance Partner; Deputy Leader of Quality, Regulatory and Risk | Deloitte & Touche LLP

  • Jenny Lynch | Audit & Assurance Partner | Sustainability and ESG Services | Deloitte & Touche LLP
  • Doug Rand | Managing Director | Accounting and Reporting Services | Deloitte & Touche LLP 

12:30 pm – 1:30 pm Eastern



1:30 pm – 2:30 pm  Eastern

ESG and the Audit Committee

(1 CPE credit | Field of Study – Accounting)
Presented By: ServiceNow

A panel of subject matter experts and professionals with practical experience discuss the future of audit committee involvement with ESG reporting, what committee engagement will look like as the first elements of the SEC's climate proposal go into effect, and key assurance considerations.

  • Edua Dickerson | Vice President, ESG & Finance Strategy | ServiceNow

  • Prat Bhatt | Senior Vice President, Chief Accounting Officer | Cisco Systems, Inc.
  • Leslie Seidman | Independent Corporate Director | Moody's Corporation & General Electric Company  
  • Amie Thuener | Vice President, Chief Accounting Officer | Alphabet

2:30 pm – 3:30 pm  Eastern

Process and Data

(1 CPE credit | Field of Study – Accounting)
Presented By: EY

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 preparers to consider around developing processes and controls for ESG related data that is on par with other data used in financial reporting.

  • Jackie Klos | Partner, Financial Accounting Advisory Services | Ernst & Young LLP

  • Janice Cham | Vice President, External Reporting and Technical Accounting & Policy PepsiCo, Inc. | Pepsi
  • Elisabeth Saxon | Senior Director of Global Policy, Technical Accounting & ESG Controllership | Dell

3:30 pm – 4:30 pm  Eastern

ESG Reporting Software

(1 CPE credit | Field of Study – Information Technology)
Presented By: Persefoni

Leading minds discuss the key characteristics preparers should be looking for as they consider ESG reporting software and ultimately implement those solutions into their reporting ecosystem.


4:30 pm – 5:30 pm  Eastern

Bonus Session: The Flywheel Effect of Unified ESG, Audit & Risk, and Financial Reporting

(1 CPE credit | Field of Study – Information Technology)
Presented By: Workiva

Corporate reporting teams are implementing or improving their ESG reporting processes and newly passed and proposed regulation will require the integration of climate and financial data into audit-ready, investor-grade reports. Hear from financial reporting, ESG and audit experts about unifying these three critical areas and why the sum of the whole is greater than the sum of its parts.


Day 2 | Thursday, March 30


10:00 am – 11:00 am  Eastern

Bonus Session: Fundamentals on ESG Disclosure: Aligning with Global Standards While Creating Consistency, Accuracy, and Transparency in ESG Reporting

(1 CPE credit | Field of Study – Accounting)
Presented By: DFIN

In this session we’ll explore the evolution of ESG disclosure and how sustainability frameworks and standards, are utilized to inform disclosure, in advance of SEC or CSRD reporting. Additionally, we’ll address emerging best practices in producing ESG reporting aligned with ISSB Inline XBRL data requirements, including the utilization of SaaS products, designed to streamline reporting prior to submitting to various global jurisdictions.

  • Lou Coppola | Partner & EVP, G&A Institute | DFIN
  • Mike Lemus | CPA, Active Disclosure Subject Matter Expert, Financial Reporting | DFIN
  • John Truzzolino | Director of Business Development | DFIN 

11:00 am Eastern

Welcome Back


11:00 am – 12:00 pm  Eastern

The "S" of ESG

(1 CPE credit | Field of Study – Accounting)
Presented By: RHI-Protiviti

As teams consider what's next on the ESG horizon and where to focus their efforts, the expectations for reporting and actions on social components continues to become increasingly important. But it’s not easy…the data, controls and steps are very different from financial data. This discussion will feature an in-depth discussion on the top “S” topics, stakeholder expectations, and how to translate what’s important into goals and reporting along with sample approaches attendees can leverage in their efforts.


12:00 pm – 1:00 pm  Eastern

International Sustainability Standards Board Update

(1 CPE credit | Field of Study – Accounting)

A representative from the ISSB shares insights on the board's standard setting efforts.


  • Verity Chegar | International Sustainability Standards Board Member | ISSB

1:00 pm – 2:00 pm Eastern



2:00 pm – 3:00 pm  Eastern

ESG Reporting in the EU for Multinationals

(1 CPE credit | Field of Study – Accounting)
Presented By: KPMG

The EU’s quickly evolving ESG reporting landscape may impact multinational companies to varying degrees. A panel of experts shares their perspectives about challenges multinationals are facing when it comes to implementing multiple ESG reporting frameworks within the same organization and over similar time horizons.


  • Bryce Ehrhardt | Managing Director, Dept. of Professional Practice | KPMG LLP

  • Eun-Hye Cho | Partner, Risk and Compliance Services | KPMG LLP Germany
  • Lisa Gimbel | VP Technical Accounting, SEC and ESG Reporting | Salesforce
  • Claudia Hugel | Senior Director Corporate Responsibility – Head of ESG Rating & Reporting | Lufthansa Group, Frankfurt

3:00 pm – 4:00 pm  Eastern

Addressing the Talent Gap and Shifting Governance Structures

(1 CPE credit | Field of Study – Personnel/Human Resources)
Presented By: PwC

Increased ESG reporting requirements have changed the talent mix and added to governance structures within accounting and finance organizations, many of which are now in the process of determining how they will address skill gaps and governance considerations moving forward. Speakers will offer insights on changing talent needs including upskilling and reskilling and defining new roles and responsibilities.



4:00 pm – 5:00 pm  Eastern

Preparer Perspectives Roundtable

(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.


  • Jaclyn Beam | Associate, Professional Accounting Fellow | Financial Executives International

  • Ioana Florescu | Director of Financial Assurance and Technology | GM
  • Daniel Lim | ESG Controller | Alphabet
  • Denise Lucas | Director, Accounting Policy and Financial Reporting | IBM

5:00 pm – 6:00 pm  Eastern

Bonus Session: Strategizing and Prioritizing ESG - A CFO's Journey

(1 CPE credit | Field of Study – Finance)
Presented By: OptimEyes Inc

Join industry experts from OptimEyes Inc. as they discuss an AI/ML-powered Integrated Risk Visualization and Decision-Making platform that not only quantifies the current ESG Risks but also predicts where to invest your dollars to mitigate the key vulnerabilities. The platform also highlights business consequences and identifies the impact on business goals such as Margin, Growth, Returns on Investment, etc. Additionally, this solution offers Risk heat maps for third-party suppliers and ESG Programs along with ESG Risk Maturity and Investment Portfolio Sustainability profile.

  • Financial impact of ESG Risk
  • Traceability, Accountability, and Reporting on ESG Risk from Business Goals to underlying risk controls
  • Replicating ESG Risk Model for specific use cases across industries, investments, and compliance



6:00 pm – 6:05 pm  Eastern

Closing Remarks


Back to ESG Updates Conference


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