ESG sustainability disclosure

Logo for Sustainable Finance Week, abbreviated SFWAttend the fifth annual SASB Symposium on November 30 and December 1, 2020, a premiere forum to discuss the future of sustainability disclosure for the capital markets. This year, the Symposium will be held as a dynamic virtual convening consisting of a half-day live program, interactive workshops, and an on-demand content library. Via this virtual symposium, we hope to bring together even more market participants from across the globe with unique and varied perspectives on sustainability disclosure.

Conversations around the financial materiality of sustainability information and its relevance to the capital markets are taking place across the globe. The SASB Symposium is an intellectual forum where stakeholders – and skeptics – can debate and discuss evolving thinking around sustainability disclosure. Join companies, institutional investors (both asset owners and asset managers), and advisors to discuss how material sustainability factors impact value, how to use sustainability information to inform corporate strategies and investor decision-making, and how a unified comprehensive system for corporate disclosure can come to fruition.

This event would not be possible without the generous support of our sponsors below. Let us know if your organization would be interested in sponsoring the Symposium.

2020 SASB Symposium Format


At the virtual SASB Symposium, join us for:

  • Half-day live program: During this half day live session, international speakers will discuss significant progress towards a unified global system for sustainability disclosure and a vision for the future.

  • Workshops: Three interactive workshops (one on the changing regulatory landscape, one on corporate implementation, and a corporate-investor dialogue) will feature presentations by guest speakers and smaller group breakout sessions. (Each workshop limited to the first 125 attendees)

  • Standard-Setting Deep Dive: These sessions will provide an overview of SASB’s standard-setting process and opportunities to provide feedback as the standards evolve, as well as answer audience questions.

  • On-demand content: The content library will feature digestible, engaging interviews with and presentations by experts in the field on topics including corporate implementation, investor use of ESG data, new research in the field, and SASB’s standard-setting projects. The content library will be available through the month of December.


Sessions and speakers will be announced shortly.

 

Previous Year’s Agendas: 2019 / 2018 / 2017 / 2016

2020 SASB Symposium Agenda


Agenda for Live Session on December 1

(Subject to Change)

9:00 – 9:02: Welcome from the Host

9:02 – 9:30: Opening Keynote: A Vision for Resilient & Sustainable Capital Markets

  • Brian Moynihan, CEO, Bank of America
  • Larry Fink, CEO, BlackRock
  • Moderator: Janine Guillot, CEO, SASB

9:45 – 10:30 International Summit: Toward a Global System for Non-Financial Disclosure

  • Speakers to be announced

10:45 – 11:15: From Alphabet Soup to Unified System

  • Speakers to be announced

11:30 – 12:15: Lightning Round: Spotlight on a Dynamic Ecosystem

  • Speakers to be announced

12:30 – 1:00pm: Closing Keynote: Global Investor Momentum: Why ESG is no longer an optional-long-term strategy

  • Cyrus Taraporevala, President and Chief Executive Officer, State Street Global Advisors
  • Margaret Franklin, President & CEO, CFA Institute
  • Moderator: Robert Steel, Chairman, Perella Weinberg Partners

On-Demand Library Content (Available from November 30 – February 28)

(Subject to change) (Speakers to be announced)

The Symposium content library will feature digestible, engaging videos from leading experts on topics including:

  • Corporate Implementation Spotlights
  • Driving ESG Within a Company: Key Players in Action
    • Governance Officer: Board oversight of ESG
    • CFO: Breaking down the silos between finance and sustainability
    • IR Officer: How IR can be a leader in a corporation’s ESG nexus
    • Sustainability Officer: Deciding what to report
    • Chief Accounting Officer: getting the data right
  • ESG Integration in Action
  • How do investors use ESG data and ratings?
  • SASB Research Spotlights
    • Internationalization Advancement Project
    • Climate Risk Research
    • Human Capital Research
  • External Research Spotlights

Workshops (November 30 and December 1 – check format tab for times)

(Subject to change)

(125-person limit per workshop, registration available while capacity lasts)

  • A Changing Landscape: International Movement on ESG Disclosure (EMEA time zone focus)
    November 30th, 7am PST, 4pm CET

    • Speakers to be announced
  • Corporate Implementation: Lessons Learned (APAC time zone focus)
    November 30th, 5:30pm PST, December 1st: 10:30am JST, 12:30pm AEST

    • Speakers to be announced
  • Corporate Investor Dialogue: Sharing Perspectives (Americas time zone focus)
    December 1st, 1pm PST, 4pm EST

    • Speakers to be announced

Standard-Setting Deep Dive (November 30 and December 1 – check format tab for times)

(Subject to change)

  • EU time zone focus
    • Speakers to be announced
  • APAC time zone focus
    • Speakers to be announced
  • Americas time zone focus
    • Speakers to be announced

2020 Speakers


Keynote Speakers


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Laurence D. Fink
Chairman and Chief Executive Officer
BlackRock, Inc.

Laurence D. Fink is Founder, Chairman and Chief Executive Officer of BlackRock, Inc. He and seven partners founded BlackRock in 1988, and under his leadership, the firm has grown into a global leader in investment and technology solutions to help investors build better financial futures. Today, BlackRock is trusted to manage more money than any other investment firm in the world. Mr. Fink has been named one of the “World’s Greatest Leaders” by Fortune, and Barron’s has named him one of the “World’s Best CEOs” for 14 consecutive years.

Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation.

He serves as a member of the Board of Trustees of New York University (NYU) and the World Economic Forum, and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. In addition, he serves on the boards of the Museum of Modern Art and the Council on Foreign Relations. He also serves on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing and on the Executive Committee of the Partnership for New York City. Mr. Fink earned an MBA with a concentration in real estate from the University of California at Los Angeles (UCLA) in 1976 and a BA in political science from UCLA in 1974.


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Margaret Franklin, CFA
President and CEO
CFA Institute

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016. Prior to joining BNY Mellon, Margaret held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.


Janine Guillot
CEO, The SASB Foundation

Janine Guillot
Chief Executive Officer
SASB

Janine Guillot is the Chief Executive Officer at SASB. As CEO, Ms. Guillot is a member of the SASB Foundation Board and is responsible for setting the overall enterprise strategy and the oversight of all staff, programs, and activities of SASB to achieve its mission and objectives. She is responsible for leading the pursuit of global business development opportunities, facilitating global adoption of the SASB standards, and maintaining collaborative relationships across the sustainability disclosure field.  

Prior to joining SASB, Ms. Guillot had more than 25 years of experience in operating, strategy, risk management and finance roles in financial services. She served as Chief Operating Investment Officer for the California Public Employees’ Retirement System (CalPERS) and held senior leadership positions at Barclays Global Investors, Bank of America, and Incapture LP. At Barclays Global Investors, she served as Chief Operating Officer for BGI’s European and Global Fixed Income businesses. She began her career in public accounting.

Ms. Guillot holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She is a member of the Board of Directors of the Marin Agricultural Land Trust and Equilibrium Capital. She serves on the Senior Advisory Board at the Center for Responsible Business at UC Berkeley’s Haas School of Business and on the Advisory Board of Blockchain Coinvestors. She is a former member of the FDIC’s Systemic Resolution Advisory Committee.


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Brian Moynihan
Chairman of the Board, Chief Executive Officer
Bank of America

Brian Moynihan leads a team of more than 200,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world.

Bank of America is recognized as a top employer by Working Mother magazine and Military Times. The company is also listed on Fortune magazine’s list of the Best Workplaces for Diversity and the Best Workplaces for Parents. It was also named one of the Best Places to Work for Disability Inclusion by the U.S. Business Leadership Network and the American Association of People with Disabilities. In 2018, Euromoney recognized Bank of America as the World’s Best Bank and the World’s Best Bank for Diversity and Inclusion, as part of their annual Global Awards for Excellence. Bank of America was also named the 2019 Catalyst Award winner, honored for supporting the continued development, empowerment and advancement of women in the company and around the world.

Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum International Business Council, the Financial Services Forum, the Bank Policy Institute (chair), the Business Roundtable, and the American Heart Association CEO Roundtable (co-chair). He is also a member of the Federal Advisory Council of the Federal Reserve Board.

Moynihan leads the company’s Global Diversity and Inclusion Council and is a member of the museum council for the Smithsonian’s National Museum of African American History and Culture. Moynihan is also a member of the Brown University Corporation’s Board of Fellows and the Congressional Medal of Honor Foundation Board.


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Cyrus Taporevala
President and Chief Executive Officer
State Street Global Advisors

Cyrus Taraporevala is the president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation. State Street Global Advisors provides disciplined investment solutions spanning both indexing and active strategies to many of the world’s largest and most sophisticated investors. Cyrus is also a member of State Street Corporation’s Management Committee, the company’s most senior strategy- and policy-making team.

Prior to this role, Cyrus was the head of the Global Institutional Group at State Street Global Advisors, where he was responsible for leading the global client-facing, product and marketing teams delivering State Street Global Advisors’ capabilities to institutional investors around the world.  Cyrus has more than 30 years of experience in asset management. Prior to joining State Street Global Advisors in 2016, he led Fidelity Investments’ Retail Managed Accounts and Life Insurance and Annuities businesses.

Cyrus received his bachelor’s degree from Sydenham College, University of Bombay and Master of Business Administration degree from Cornell University’s Johnson Graduate School of Management. In 2019, he joined the New York Stock Exchange Board Advisory Council as a founding member. The council proactively addresses the critical need for inclusive leadership by connecting diverse candidates with companies seeking new directors. He also serves as an ex-officio board member of The Trustees of Reservations, a Massachusetts-based non-profit conservation organization.


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Robert Steel
Chairman
Perella Weinberg Partners

Robert K. Steel is a Chairman of Perella Weinberg Partners. From June 2010 until December 2013, Mr. Steel served as Deputy Mayor for Economic Development for The City of New York in the administration of Mayor Michael R. Bloomberg, where he was responsible for the administration’s economic development strategy, job-creation efforts and major redevelopment projects, as well as its efforts to expand job training, strengthen small business assistance, promote new industries, diversify the economy, and advance the New Housing Marketplace Plan. Prior to his 2010 appointment as Deputy Mayor, Mr. Steel was the President and CEO of Wachovia. From 2006 to 2008, he was the Under Secretary for Domestic Finance at the U.S. Department of the Treasury. Prior to entering government service, he spent nearly 30 years at Goldman Sachs, ultimately rising to become co-head of the U.S. Equities Division and Vice Chairman of the firm.

Mr. Steel is a graduate of Duke University and The University of Chicago’s Booth School of Business, and has distinguished himself as Chairman of Duke’s Board of Trustees, Chairman of The Aspen lnstitute’s Board of Trustees, a Senior Fellow at the John F. Kennedy School of Government at Harvard University, a member of the FDIC Advisory Committee on Economic Inclusion, Chairman of The After-School Corporation, and Co-Founder of SeaChange Capital Partners, an organization dedicated to helping nonprofits grow. Mr. Steel serves on the Board of Trustees for the Hospital for Special Surgery, The Morgan Library & Museum and The Rockefeller University, and is a member of the Board of Directors of Lincoln Center for the Performing Arts.


Expert Speakers


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Clara Barby
Chief Executive
IMP

Clara is currently serving as Chief Executive of the Impact Management Project, a forum for building global consensus on how to measure and manage impact. Clara is on secondment from Bridges Fund Management, where she led the firm’s impact strategy throughout the investment cycle and across all fund types. In addition to growing impact through Bridges’ own funds, Clara led the firm’s research and development efforts to promote the growth of the wider sustainable and impact investment sector.

Prior to Bridges, Clara focused her career on investing in innovative high-impact businesses – most recently on the management team of an India-based healthcare chain and Acumen portfolio company. Clara previously worked for Acumen’s Capital Markets team in New York where she played a lead role in designing an innovative investment vehicle and later co-led the Acumen energy portfolio in India. Before Acumen, Clara worked in Colombia, promoting socially responsible investment.

Clara holds a BA (Hons) in Greats from Oxford University and an MBA from INSEAD.


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Bruno Bertocci
Managing Director, Head of Sustainable Investors
UBS

Bruno is the Team Head of the Global Sustainable Equities team and is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio. He is a member of the UBS Sustainability Council and is based in Chicago.

Bruno has led the development of the team’s distinctive approach from a negative screening to positive screening process since December 2007, when he became lead Portfolio Manager of the Global Sustainable Equity portfolio.

Prior to joining UBS Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham.

Previously, his positions included regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Before assuming these roles, Bruno was based in London, then Hong Kong, as manager of that firm’s foreign offices. Bruno began his career at T.Rowe Price Associates as a US equity analyst.

Bruno represents UBS on committees such as the US SIF (Social Investment Forum) and the Institutional Advisory Group for SASB (Sustainability Accounting Standards Board) as well as the Task Force on Climate-related Financial Disclosures.


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Devon Bonney
Associate Analyst
SASB

Devon Bonney is an Associate Analyst working on standards research across sectors. Previously, Ms. Bonney worked in environmental health for the Commonwealth of Massachusetts. Ms. Bonney holds an MBA from the University of North Carolina and a Master of Environmental Management from Duke University along with a Certificate in Sustainable Enterprise. Ms. Bonney also holds a B.A. in Politics from Bates College.


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Alexsandro Broedel Lopes
Group Finance Director
Itau-Unibanco

Alexsandro Broedel is Executive Finance Director at Itau Unibanco in Brazil and Trustee of the IFRS Foundation. Before assuming his position at Itau in 2012 he was a Commissioner of the Brazilian Securities and Exchange Commission. Alexsandro is a Chartered Management Accountant (FCMA, CGMA) and has PhD in Accounting and Finance from the Manchester Business School.


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Yafit Cohn
Vice President, Chief Sustainability Officer and Group General Counsel
Travelers

Yafit Cohn is Vice President, Chief Sustainability Officer and Group General Counsel at The Travelers Companies, Inc., where she is focused on developing the company’s environmental, social and governance (ESG) engagement and communications strategies, as well as implementing other “special projects” for senior management. Since joining Travelers in September 2017, Yafit has helped guide the company through the evolving ESG landscape and has led the company’s effort to produce its first comprehensive and integrated sustainability report. Yafit is a member of Travelers’ ESG and Disclosure Committees and serves as the first Chair of the Society for Corporate Governance’s Sustainability Practices Committee. In 2019, Yafit was named on the list of 2020 Insurance Executives to Watch by Risk & Insurance, and in both 2019 and 2020.=

Before joining Travelers, Yafit was Counsel in Simpson Thacher’s New York office and a member of the Public Company Advisory Practice, where she advised public companies, corporate management and boards of directors on a broad array of issues pertaining to securities law and corporate governance.

Yafit has a Juris Doctor degree from Columbia Law School, where she was a Harlan Fiske Stone scholar, and a Bachelor of Art degree in Political Science, summa cum laude, from Columbia College.


Costanza Consolandi
Associate Professor of Corporate Finance
University of Siena

Bio forthcoming.


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Bob Eccles
Visiting Professor of Management Practice
Said Business School, University of Oxford

Robert G. Eccles is a leading authority on corporate purpose and the integration of environmental, social, and governance (ESG) factors in resource allocation decisions by companies and investors. He is also the world’s foremost academic expert on integrated reporting.

Currently Eccles is a Visiting Professor of Management Practice at the Said Business School, University of Oxford where he is engaged in a number of research projects, including the “Enacting Purpose Initiative.” Eccles has been a Visiting Lecturer at the Massachusetts Institute of Technology, Sloan School of Management and was a Berkeley Social Impact Fellow at the Haas School of Business, University of California Berkeley. He was a Professor at Harvard Business School and received tenure in 1989.

Eccles is a Senior Advisor to the Boston Consulting Group and the non-profit Impact Management Project. He is a Co-Chair to “COVID-19 & Inequality: A Test of Corporate Purpose” Initiative. He was the founding Chairman of the Sustainability Accounting Standards Board, and was one of the founders of the International Integrated Reporting Council.

Dr. Eccles received an S.B. in Mathematics and an S.B. in Humanities and Science from the Massachusetts Institute of Technology and an A.M. and Ph.D. in Sociology from Harvard University.


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Ed Egl
Senior Director, Investor Relations and Field Finance
Waste Management

Ed Egl is Senior Director of Investor Relations and Field Finance for Waste Management, Inc. He is the Company’s primary liaison for day-to-day inquiries from investors and stock analysts, communicating Waste Management’s business strategy and competitive position in the marketplace. Mr. Egl has been with Waste Management since July 1995, and has been in his current role since March 2011. During his career with the company, he worked his way up through the field operations’ finance and accounting ranks, spending several years in field financial positions, including region controller in the former Southern Group, where he oversaw five states totaling $680 million in annual revenue.

Prior to investor relations, Mr. Egl was the assistant treasurer and corporate director of financial analysis where he worked directly with senior management to provide accurate information on the company’s financial performance and developed reporting tools to manage the operations.

He holds a bachelor’s degree in accounting from Florida State University, an MBA from Tulane University, and is a Certified Public Accountant.


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Jessica Fries
Executive Chairman
Accounting for Sustainability (A4S)

Jessica Fries is Executive Chairman of The Prince’s Accounting for Sustainability Project (A4S), established by His Royal Highness The Prince of Wales in 2004. She has led A4S since 2008, working with the finance community to catalyze a shift to a sustainable economy, with a focus on practical actions and targeted interventions capable of achieving global change. While at A4S, Jessica has been responsible for establishing the International Integrated Reporting Council (IIRC), as well as A4S’s CFO Leadership Network and capital markets programme.

Previously, Jessica held a number of roles at PwC advising a wide range of companies, governments, investors and not-for-profit organizations. Jessica has written extensively on ways to integrate sustainability into business and finance and has been a member of a number of International, European and UK Government Committees. She is currently a member of the IIRC Governance and Nominations Committee, the Smith School Global Sustainable Finance Advisory Council, the UN Global Assessment Report Advisory Council and the Global Reporting Initiative. Jessica is a chartered accountant, a fellow of the Royal Society of Arts, has an MSc in Economics from the London School of Economics and a BA in Economics from the University of Cambridge.


Vrushali Gaud
Director, Sustainability & Future of Corporate Reporting
PwC

Bio forthcoming.


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Amar Gill
Head of Investment Stewardship for Asia Pacific
BlackRock

Bio forthcoming.


Gail Glazerman, CFA
Analyst, Sector Lead – Resource Transformation and Renewable Resources

Gail Glazerman
Analyst, Sector Lead – Resource Transformation and Renewable Resources
SASB

Ms. Glazerman is a Sector Analyst covering Resource Transformation and Renewable Resources. Previously, she was an equity analyst at Roe Equity Research and Executive Director in UBS’ Investment Research Department, where she frequently collaborated with the ESG research team. Prior to working in equities, she was a municipal bond analyst. Ms. Glazerman has global perspective and extensive industry knowledge. Ms. Glazerman is a CFA, and earned an MBA in finance from New York University’s Stern School of Business and a BA in economics from Haverford College. In 2015 she was ranked #1 overall US stock picker by Reuters StarMine. In 2012, the Financial Times included her in their list of the top 10 US stock pickers. Additionally, she has ranked in Institutional Investor’s All America and Global research teams multiple times over the span of her career.


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Anton Gorodniuk, CFA
Analyst, Sector Lead – Financials
SASB

Anton Gorodniuk leads standards development for the Financials sector at SASB. His role is centered around research and engagement with corporate entities and investors to inform decision-usefulness and technical robustness of the standards’ content. Mr. Gorodniuk comes from finance and business management background, and has an MBA in Capital Markets from the University of Alaska, Fairbanks and a Bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia. He is a CFA Charterholder. Prior to joining SASB in 2013, Mr. Gorodniuk conducted equity research on selected financial services companies at Allianz Global Investors in San Francisco as well as quantitative analysis of hedge fund strategies at Crestline Investors, a fund of funds in Fort Worth, Texas.


Brian Graeme
Sustainable Investment & Stewardship Strategies
California State Teachers’ Retirement System (CalSTRS)

Bio forthcoming.


Keir Gumbs
Associate General Counsel, Global Corporate, M&A and Securities, Deputy Corporate Secretary
Uber Technologies

Bio forthcoming.


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Jeff Hales
Chair of the SASB Standards Board
SASB

Jeffrey Hales teaches at the University of Texas at Austin, where he is the Charles T. Zlatkovich Centennial Professor of Accounting. He is a graduate of the accounting program at Brigham Young University and received his Ph.D. from Cornell University.

His research interests center on accounting standard setting and regulation, individual decision making, and behavioral finance, using techniques from applied game theory, experimental economics, and psychology. His research has appeared in The Accounting ReviewJournal of Accounting ResearchJournal of Accounting and EconomicsReview of Accounting Studies, and the Journal of Financial Economics, among other journals. He currently serves as an editor for Accounting Horizons and Contemporary Accounting Research. He also currently serves on the editorial boards of The Accounting Review and Accounting Organizations and Society. At Georgia Tech, he teaches financial accounting and Ph.D. seminars on behavioral accounting and finance, policy-oriented research in accounting, and the psychology of judgment and decision making.

During the 2009-10 academic year, Dr. Hales was a Research Fellow at the Financial Accounting Standards Board (FASB) in Norwalk, CT. In addition, he currently serves as a member of the FASB’s Financial Accounting Standards Advisory Council (FASAC) and previously chaired the Standards Council for the Sustainability Accounting Standards Board (SASB).


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Witold Henisz
Deloitte & Touche Professor of Management
The Wharton School, The University of Pennsylvania

Witold J. Henisz is the Deloitte & Touche Professor of Management at The Wharton School, The University of Pennsylvania. He is also Director of the Wharton Political Risk Lab and the founder of the Wharton ESG Analytics Lab. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. This work analyzes best practices in corporate diplomacy to win the hearts and minds of external stakeholders as well as the measurement thereof. It has been published in top-ranked journals in international business, management, international studies and sociology.

Witold is also the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders”. He has won multiple teaching awards and teaches extensively on the topic of Corporate Diplomacy as well as ESG integration in executive education programs. He served as the academic co-Director for the KEROVKA stakeholder engagement in a crisis simulation. He has authored numerous teaching cases highlighting the importance of managing stakeholder risks together with their financial and operational counterparts and is developing a new suite of cases on ESG integration practices among asset managers. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.


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Eric Hespenheide
Chair of the Board of Directors
GRI

Eric Hespenheide is currently the Chairman of the Global Reporting Initiative’s (GRI) Board of Directors.  He previously served as GRI’s Interim Chief Executive from July 2016 to January 2017 and was the inaugural Chairman of the Global Sustainability Standards Board from January 2015 to June 2016.

Eric served as one of the Global Leaders of Deloitte Touche Tohmatsu Limited (DTTL) member firms’ Sustainability group within Audit and Enterprise Risk Services. He represented DTTL in various forums such as the Liaison Delegate to the World Business Council for Sustainable Development, Deloitte’s Organizational Stakeholder representative for the GRI and served as a member of the Working Group of the International Integrated Reporting Council.  He is a frequent speaker and author on the topic of sustainability, particularly related to reporting and assurance matters.  Eric is a CPA and served numerous global companies during his 36-year career.

He previously chaired the American Institute of Certified Public Accountants (AICPA) Sustainability Assurance and Advisory Task Force and is currently a member of the Task Force. He was a key contributor to the development of the AICPA’s Attestation Engagements on Sustainability Information.  Eric currently serves on the International Auditing and Assurance Standards Board (IAASB) Project Advisory Panel for its EER Assurance Project.


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Maura Hodge
National Partner in Charge, Impact and ESG Assurance
KPMG

Maura is an audit partner in KPMG’s Boston Office. She has nearly 15 years of experience providing financial statement audit, audit of internal control, performance improvement advisory, and related assurance services to clients. In 2010, Maura supported the creation of KPMG’s Sustainability Services practice in the U.S. In that role, she developed the KPMG U.S. approach to sustainability assurance and has led the Firm’s largest ESG engagements, which include assurance of use of proceeds of green bonds, social impact of private equity funds, standalone greenhouse gas emissions reports, and full corporate responsibility reports. Through this work, Maura has focused on facilitating understanding and dialogue between accounting and finance professionals and ESG-focused professionals, which leads to more reliable and transparent reporting.

In addition, Maura serves as KPMG’s liaison to the SASB and regularly contributes to KPMG’s views on ESG reporting and assurance through the AICPA Sustainability Task Force and other international reporting bodies focused on better business reporting.


John Hoeppner
Head of US Stewardship and Sustainable Investments
Legal & General Investment Management America

Bio forthcoming.


Kirsty Jenkinson
Sustainable Investment and Stewardship Strategies Investment Director
CalSTRS

Bio forthcoming.


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Nicole Kenny
ESG & Sustainability
Partners Group

Nicole Kenny is a member of the ESG & Sustainability team, based in Denver. She is responsible for ESG integration across Partners Group’s investments in the Americas. Nicole has five years of industry experience focused on corporate sustainability and ethical supply chains. Prior to joining Partners Group, she worked in Corporate Social Responsibility in the apparel industry at PVH Corp. and Eileen Fisher. She holds a dual master’s degree in Business Administration and Public Administration from New York University.


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Marija Kramer
Head of ISS ESG Business
ISS ESG

Marija Kramer is the Head of ISS’ ESG Business. She is responsible for the teams which enable investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through in-depth research, analytics and gold standard ESG data. Marija also oversees the dedicated climate team which provides data, analytics and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. She is responsible for new ESG product development, working closely with industry constituents and partners to advance ESG solutions for the benefit of institutional investors.  A member of ISS’ Leadership Team, Marija has been instrumental in identifying and securing external growth opportunities, globally, for the ISS ESG business.  Before joining ISS in 2003, Marija was with Thomson, where she was responsible for the design and implementation of Thomson’s flagship investment management and banking portals. She holds an M.B.A. from American University’s Kogod School of Business.


Gary LaBranche
President & CEO
NIRI

Gary LaBranche, FASAE, CAE, is the President & CEO of the National Investor Relations Institute (NIRI). As CEO, LaBranche provides strategic executive leadership to advance the NIRI’s mission and goals. NIRI’s members represent 1,600 publicly traded companies with a combined market cap of $9 trillion. He represents NIRI to regulators, lawmakers, the media and other audiences. Since coming to NIRI in 2017, NIRI launched the “Investor and Issuer Invitational Forum,” the 40 Under 40 program, the IR Competency Suite of online courses, a legislative fly-in to Washington and a Think Tank on Artificial Intelligence and a podcast. In response to the COVID-19 pandemic, he led the NIRI staff to remote work and a pivot to virtual conferences. Under his leadership NIRI achieved a long-sought regulatory victory with the SEC’s ruling on proxy advisor reform.

Previously, he was CEO of the Association for Corporate Growth (ACG). An association professional for 39+ years, LaBranche has served as CEO for three other organizations and as a senior executive at the American Society of Association Executives (ASAE) and the U.S. Chamber of Commerce. Gary is a member of the U.S. Chamber of Commerce’s Association Committee of 100 and is past chairman of the Chamber’s Institute of Organization Management.


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Eivind Lorgen
CEO & President, North America
Nordea Asset Management

Eivind Lorgen is the CEO & President of Nordea Asset Management (NAM) in the US. NAM actively manages approximately $250 billion. He is a founding member of the Sustainability Accounting Standards Board (SASB) Investor Advisory Group (IAG) and the Chair for SASB’s IAG.  Prior to joining Nordea, he was an Executive Director at Zurich Insurance Group.

Eivind is on the Reiman School of Finance Advisory Board for the Daniels College of Business at the University of Denver. He holds a BSBA from the University of Denver. His Master’s Diploma is from the Norwegian School of Economics. His Executive Management education is from IMD, Switzerland and The London Business School. Eivind is also an Adjunct Professor and has lectured at Daniels College of Business and Columbia Business School.

Eivind served 16 months in the Norwegian Royal Air Force and played varsity soccer for Denver. He lives in Harlem, Manhattan with his family.


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Hakan Lucius
Head of Corporate Responsibility and Civil Society
European Investment Bank

Hakan Lucius is Head of Corporate Responsibility at the EIB, the European Union’s bank, covering the sustainability, non-financial reporting and stakeholder engagement dimensions of the institution.  Dr Lucius possesses more than 20 years of sustainability experience. In his career he has structured multiple billions of euros of investments, through both, loans and equity, and has led multinational teams and negotiated with governments, corporate and civil society organizations, alike.  Academically, he received a Ph.D. with distinctions in industrial economics, an MBA from INSEAD, France, and an MSc in Engineering from Vienna Technical University.

Mr Lucius is Professor of Finance in parallel to his professional career at the EIB, and specializes in sustainable finance. He has developed masters classes in sustainable corporate finance and strategy, which he teaches at SciencesPo in France, the Frankfurt School of Finance in Germany and the Welch College of Business as well as the University of Luxembourg.

Prof Dr Lucius is Board member of Luxflag, the Luxembourg Fund labelling agency, on the European Commission’s Ecolabel expert group for sustainable finance, as well as the European Financial Regulation Advisory Group (EFRAG) for non-financial disclosures, former President of the European Investment Bank’s Pension Board, TCFD contact person of the EIB, and jury member for the Local Governments for Sustainability (ICLEI) and of the Observatoire de la Finance.


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Nicolai Lundy
Director of Partnerships and Market Outreach
SASB

Nicolai Lundy is the Director of Partnerships & Market Outreach, where he identifies opportunities for professionals in finance, investment analysis, and sustainability to benefit from SASB’s research on material ESG factors across 77 industries. In doing so, he oversees SASB’s membership, conference, and education programs as well as licensing and the SASB Navigator. Before joining SASB in 2013, Mr. Lundy had business development and operations roles in the private sector and higher education. He holds a BA from Emory University.


Lauren Magnusson
Director, Environmental, Social, Governance (ESG), Trust and Transparency
Walmart

Bio forthcoming.


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Joel Makower
Chairman and Executive Editor
GreenBiz Group, Inc.

Joel Makower is chairman and executive editor of GreenBiz Group, Inc., creator of GreenBiz.com along with research and events on sustainable business and clean technology. He hosts GreenBiz.com’s annual GreenBiz forums as well as the VERGE and Circularity conferences produced by his company, and is principal author of the annual “State of Green Business” report.

For 30 years, Joel has been a well-respected voice on business, sustainability and clean technology. As a writer, speaker, and entrepreneur on corporate sustainability practices, he has helped a wide range of companies align environmental goals with business strategy.

In 2012, Joel was awarded the Hutchens Medal by the American Society for Quality, which cited “his ability to tell compelling stories that both inform and inspire business leaders toward profitable action.” In 2014 he was inducted into the Hall of Fame of the International Institute of Sustainability Professionals.

Joel frequently keynotes corporate events, business associations, and regional business and economic development events, and is frequently quoted in major news media, including Fortune, Forbes, the Wall Street Journal, New York Times, USA Today, Time, and public radio’s “Marketplace.”

Joel advises several startups and chairs the board of the nonprofit youth entrepreneurship organization United Roots.


Antti Malava
Chief ESG Analyst
Danske Bank

Bio forthcoming.


Richard Manley
Managing Director, Head of Sustainable Investing | Active Equities
Canada Pension Plan Investment Board

Bio forthcoming.


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Mardi McBrien
Managing Director
CDSB

Mardi McBrien joined the Climate Disclosure Standards Board (CDSB) as Managing Director in 2011 following an eclectic career which has included roles such as President of an International Students Association, public-private partnership management, leading flagship environmental campaigns and projects including for the Campaign to Protect Rural England (and the author Bill Bryson), WWF-UK’s Earth Hour and carbon market policy for UK’s Department of Energy and Climate Change (DECC). Mardi is a member of the GRI Stakeholder Council, a trustee of the International Tree Foundation and a founding board member of WOCAN — Women Organising for Change in Agriculture and Natural Resource Management. Mardi holds a double degree in Forestry and Environmental Science from the University of Melbourne and a MSc in Agricultural Economics from SOAS, UCL. In 2013, Mardi was awarded environmental campaigner of the year by the Sheila McKechnie Foundation.

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Kelli Okuji Wilson
Analyst, Sector Lead – Health Care
SASB

Kelli Okuji Wilson is an analyst on the Research team covering the healthcare sector. Mrs. Wilson works with companies, investors and subject matter experts to develop and drive the adoption of market standards for reporting financially-material, cost-effective, and decision-useful sustainability information. Prior to SASB, Mrs. Wilson was a lead analyst with Moody’s Investors Service on the Local Governments West team, covering ten different states and a variety of municipal entities, including hospital districts, public utilities, cities, and school districts. At Moody’s, Mrs. Wilson served as a member of the ESG Americas Taskforce and the US PFG ESG Taskforce, where she helped author Moody’s fundamental research piece on how ESG factors are integrated into Moody’s general obligation methodology. Mrs. Wilson also was a member of the Non-for-Profit Healthcare team, where she monitored speculative-grade and near-speculative grade credits for multi-million and multi-billion dollar healthcare system issuers. Mrs. Wilson received her MBA from Columbia Business School and a Master in International Affairs from Columbia University’s SIPA. She received her BA from Harvard University with a concentration in sociology.


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Chris Power
Senior Manager, SEC Reporting and Technical Accounting
Salesforce

As a Senior Manager of Technical Accounting and SEC Reporting at Salesforce, Chris Power is responsible for determining the correct accounting treatment for non-standard transactions and ensuring the quality, accuracy and completeness of data included in SEC filings and other public documents released by Salesforce.

Chris has worked closely with executive members of the Legal, Investor Relations, Finance, Real Estate and Sustainability teams to expand Salesforce’s disclosures in SEC filings such as the Forms 10-K and10-Q to more accurately reflect the environmental, social, and governance (“ESG”) efforts of the company. In addition, Chris has worked with the corporate communications and public relations team to modify the annual Stakeholder Impact Report to include a section that highlights the policies, metrics and progress on key ESG programs.

Chris participates in the Sector Advisory Group for the Software and IT services industry of the Sustainability Accounting Standards Board (“SASB”). Prior to joining Salesforce Chris worked as an external auditor with PwC. He is a CPA,CA and holds a BA with Honors in Accounting and Business/Management from the Schulich School of Business in Toronto, Canada.


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Lila Preston
Co-Head of the Growth Equity Strategy
Generation

Lila joined Generation in 2004 and is Co-Head of the Growth Equity Strategy. Prior to joining Generation, Lila was a Director in Development & Finance at VolunteerMatch. Before that she was a Fulbright Fellow in Southern Chile where she worked on community-based forestry and conservation projects. Lila currently serves as a Board Director at Nature’s Fynd, and a Board Observer at Toast and CiBO Technologies. She is a member of the Social Mission Board at Seventh Generation, is on the Board of Advisors at Columbia University’s Mailman School of Public Health, and is a Young Global Leader of the World Economic Forum. Lila received a BA in English Language and Literature from Stanford University and an MBA from London Business School.


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Mary Schapiro
Vice Chair for Global Public Policy, Special Advisor to the Founder and Chairman
Bloomberg

Mary L. Schapiro is the Vice Chair for Global Public Policy of Bloomberg, the global financial technology company that was founded in 1981. She has been at Bloomberg since October 2018, and also serves as a Special Advisor to the Founder and Chairman. Ms. Schapiro, who has had a distinguished career as a financial services regulator under four U.S. presidents from both political parties, oversees Bloomberg’s public policy and regulatory priorities globally. Her service as the 29th Securities and Exchange Commission Chair culminated decades of regulatory leadership. She was the first woman to serve as SEC Chair, and the only person to have served as chair of both the SEC and the Commodity Futures Trading Commission. During her four years as SEC Chair, Ms. Schapiro presided over one of the busiest rulemaking agendas in the SEC’s history, during which the agency also executed a comprehensive restructuring program to improve protections for investors and pursued aggressive enforcement of the federal securities laws.

Ms. Schapiro also serves as an advisor to Bloomberg in multiple capacities, including as the Vice Chair for two groups chaired by Michael R. Bloomberg. The first group – the Financial Stability Board’s Task Force on Climate-Related Financial Disclosures – has developed and garnered wide spread support for a voluntary framework for corporate disclosure of climate-related risk information to help investors, lenders, underwriters and others make informed financial decisions. The second group – the Working Group on U.S. RMB Trading and Clearing – supports the internationalization of China’s currency in order to improve the competitiveness and efficiency of U.S. businesses by lowering trading costs and improving access to China’s markets.

Before becoming SEC Chair and working for Bloomberg, Ms. Schapiro served as chief executive officer of the Financial Industry Regulatory Authority, the largest nongovernmental regulator of securities firms. Earlier, she was Chair of the CFTC from 1994 to 1996, a commissioner of the SEC from 1988 to 1994, and general counsel of the Futures Industry Association. Ms. Schapiro has most recently been serving on the Promontory Advisory board. She serves on the boards of Morgan Stanley (NYSE: MS), and CVS Health (NYSE: CVS).  She is also a member of the governing board of the Center for Audit Quality and a member of the Council on Foreign Relations.


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Katie Schmitz Eulitt
Director of Investor Outreach
SASB

Katie Schmitz Eulitt joined SASB at its inception and now serves on SASB’s Capital Markets Policy and Outreach team, cultivating awareness of SASB standards and tools among investors. She co-manages SASB’s Investor Advisory Group and also curates and edits ESG Integration Insights, an ongoing series of case studies examining the use of SASB tools by investors across asset classes, markets, and investment strategies.

Ms. Schmitz Eulitt’s career encompasses over 25 years of international sustainability experience across a broad range of industries, including; finance; oil & gas; renewable energy; water purification in developing markets, and; forestry and watershed management.

She holds a bachelor’s degree in Japanese from the University of California, Berkeley, an MBA from l’Institut Européen d’Administration des Affaires (INSEAD) in Fontainebleau, France, and an executive certificate in sustainability from the Presidio Graduate School in San Francisco. Ms. Schmitz Eulitt serves as a judge of the UC Berkeley’s Big Ideas at Berkeley annual competition.

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Mary Schapiro
Vice Chair for Global Public Policy, Special Advisor to the Founder and Chairman
Bloomberg

Mary L. Schapiro is the Vice Chair for Global Public Policy of Bloomberg, the global financial technology company that was founded in 1981. She has been at Bloomberg since October 2018, and also serves as a Special Advisor to the Founder and Chairman. Ms. Schapiro, who has had a distinguished career as a financial services regulator under four U.S. presidents from both political parties, oversees Bloomberg’s public policy and regulatory priorities globally. Her service as the 29th Securities and Exchange Commission Chair culminated decades of regulatory leadership. She was the first woman to serve as SEC Chair, and the only person to have served as chair of both the SEC and the Commodity Futures Trading Commission. During her four years as SEC Chair, Ms. Schapiro presided over one of the busiest rulemaking agendas in the SEC’s history, during which the agency also executed a comprehensive restructuring program to improve protections for investors and pursued aggressive enforcement of the federal securities laws.

Ms. Schapiro also serves as an advisor to Bloomberg in multiple capacities, including as the Vice Chair for two groups chaired by Michael R. Bloomberg. The first group – the Financial Stability Board’s Task Force on Climate-Related Financial Disclosures – has developed and garnered wide spread support for a voluntary framework for corporate disclosure of climate-related risk information to help investors, lenders, underwriters and others make informed financial decisions. The second group – the Working Group on U.S. RMB Trading and Clearing – supports the internationalization of China’s currency in order to improve the competitiveness and efficiency of U.S. businesses by lowering trading costs and improving access to China’s markets.

Before becoming SEC Chair and working for Bloomberg, Ms. Schapiro served as chief executive officer of the Financial Industry Regulatory Authority, the largest nongovernmental regulator of securities firms. Earlier, she was Chair of the CFTC from 1994 to 1996, a commissioner of the SEC from 1988 to 1994, and general counsel of the Futures Industry Association. Ms. Schapiro has most recently been serving on the Promontory Advisory board. She serves on the boards of Morgan Stanley (NYSE: MS), and CVS Health (NYSE: CVS).  She is also a member of the governing board of the Center for Audit Quality and a member of the Council on Foreign Relations.


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George Serafeim
Charles M. Williams Professor of Business Administration, Chair of the Impact-Weighted Accounts Project
Harvard Business School

George Serafeim is the Charles M. Williams Professor of Business Administration and the Chair of the Impact-Weighted Accounts Project at Harvard Business School. He has taught courses in the MBA, executive education, and doctoral programs, and is currently teaching the elective course “Reimagining Capitalism: Business and Big Problems ” in the MBA curriculum, which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize. Professor Serafeim’s research focuses on measuring, driving and communicating corporate performance and social impact.

Professor Serafeim has held several positions of leadership. He is the co-founder of KKS Advisors, focusing on integrating material sustainability issues in business strategy and investment decisions, and an academic partner at State Street Associates developing practical solutions and thought leadership for market participants. He serves on the steering committee of the Athens Stock Exchange and as the Chairman of Greece’s Corporate Governance Council. He has served on several not-for-profit organizations including the board of directors of the High Meadows Institute, the working group of the Coalition for Inclusive Capitalism, and the Standards Council of the Sustainability Accounting Standards Board.

Professor Serafeim earned his doctorate in business administration at Harvard Business School. He received a master’s degree in accounting and finance from the London School of Economics and Political Science, where he was awarded the Emeritus Professors’ Prize for best academic performance.

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Paul Simpson
CEO
CDSB

Paul Simpson is the CEO and co-founder of CDP, a global non-profit that drives companies, cities and governments to reduce their greenhouse gas emissions, safeguard water resources and protect forests.

Paul is a prominent thought leader on climate change, with a focus on natural resource protection and the actions governments, companies and investors must take to deliver the Paris Agreement and keep the world at no more than 1.5°C. He sits on the boards of We Mean Business, Science Based Targets, The Investor Agenda and CDSB.  He is a council member of the International Integrated Reporting Council (IIRC), the Global Stranded Assets Advisory Council for the Smith School of Enterprise and the Environment at the University of Oxford, Friends of Climate Action (FOCA).

Prior to CDP, Paul worked with Chesham Amalgamations & Investments Ltd, the International Society for Ecology & Culture and is a former director of the Social Venture Network. He was previously on the Board of EIRIS, a member of the Global Agenda Council on Measuring Sustainability at the World Economic Forum and a High Level Panel Member for the United Nations Framework Convention on Climate Change (UNFCCC) Clean Development Mechanism (CDM) Policy Dialogue.

Paul holds a BSc in Business and Finance from City University, London and an MSc in Responsibility and Business Practice at the University of Bath (with distinction).


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Marvin Smith
Director of Stakeholder Outreach
SASB

In his role as Director of Stakeholder Outreach, Marvin Smith develops relationships and structures engagements with market participants for dialogues with the Research Team and SASB Standards Board regarding feedback on financially-material sustainability topics. This feedback ensures that the standards update process remains market informed. His work inclues managing the activities related to the SASB Standards Advisory Group (SAG), a standing committee of volunteer industry experts who provide feedback on the implementation and use of the SASB Standards. Prior to joining SASB, Mr. Smith served as a sustainability consultant where he was responsible for facilitating discourses and partnerships regarding sustainability issues between companies and NGOs. He helped companies understand trends and best practices in shareholder advocacy, transparency, and the dissemination of environmental, social and governance (ESG) information, including materiality assessment and CSR reporting.


Makato Sonoda
Director for International Accounting and Director for International Capital Market Regulation
FSA Japan

Mr. Sonoda has an extensive background in financial regulation, especially in financial reporting, auditing, and disclosures, and economic policies through various positions at the Financial Services Agency (FSA) and Ministry of Finance (MOF), Government of Japan.

Since his appointment to the current position in July 2018, he is covering international accounting, auditing and disclosure issues at the FSA, and has served an important role in global regulation field, including Chair of the Committee on Issuer Accounting, Audit and Disclosure (Committee 1) of the International Organization of Securities Commissions (IOSCO) since October 2018. He is also responsible for international capital market regulation issues at the FSA.

Before his appointment to the current position, Mr. Sonoda had worked in New York as Deputy Chief Representative of the MOF. Prior to that he had been in charge of accounting and auditing issues at the FSA, and also served as secretariat of the IFRS Foundation Monitoring Board.

Mr. Sonoda studied at Carnegie Mellon University in Pittsburgh and Columbia University in the City of New York, where he received Master degrees.



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Susanne Stormer
Chief Sustainability Advisor, Vice President
Novo Nordisk

Susanne Stormer is newly-appointed member of the SASB Standards Board and a long-standing supporter of SASB’s mission.

Susanne is Chief Sustainability Advisor, Vice President at Novo Nordisk with a mandate to set direction for Novo Nordisk to be a leader with high and forward-looking standards for driving a sustainable business and documenting progress. This role involves external representation and stakeholder engagement on current and emerging sustainability issues, trendspotting and insights, strategic advice to the executive management team and support in embedding an ambitious sustainability agenda across the broader organisation.

Susanne joined the Novo Group in 2000 to ingrain the principle-based approach to business known as the Triple Bottom Line concept as the lens for better-informed decision-making. Since then she has led sustainability-driven initiatives, issues management and stakeholder engagement, with particular focus on ESG investors and the community of sustainability professionals.She is adjunct professor at the Copenhagen Business School, visiting professor at UC Berkeley-Haas School of Business, member of the International Integrated Reporting Council (IIRC), member of the Board of Access to Nutrition Foundation, member of the Future Fit Foundation’s Development Council, member of, the Board of the International Corporate Governance Network (ICGN) and member of the Project Task Force to provide technical expert advice on the evolution of mandatory non-financial reporting by request from the European Commission.


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Neil Stewart
Director of Corporate Outreach
SASB

Neil Stewart joined SASB in 2020 as its New York-based Director of Corporate Outreach, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Mr. Stewart is well known for having led a global lineup of conferences and awards events. A board member of NIRI NY, the New York chapter of the National Investor Relations Institute, he has lived in Montreal, London and New York.


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Darla Stuckey
President & CEO
Society for Corporate Governance

Darla Stuckey is President & CEO of the Society for Corporate Governance (formerly the Society of Corporate Secretaries and Governance Professionals), effective January 1, 2015. Darla joined the Society in September 2009 and has been responsible for legal, policy, advocacy, research and communication efforts on the Society’s behalf. In her position, she has testified before the Senate Banking Committee and the House Financial Services Committee on governance and proxy issues and is a frequent speaker at both Society and other events.

Prior to joining the Society, Darla was the Senior Assistant Secretary at American Express Company. She also served its Nominating and Governance and Public Responsibility Committees, and the boards of its two wholly owned subsidiary banks. Before joining American Express, Ms. Stuckey was the Corporate Secretary at the New York Stock Exchange, Inc. from 2002-2004 (and the Assistant Secretary from 2000-2002). Ms. Stuckey began her career at Weil, Gotshal & Manges, where she practiced in the Securities Litigation Department for 10 years.

Ms. Stuckey has a BS from Oklahoma Christian College, an MA from the University of Oklahoma and a JD from Brooklyn Law School.


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Ma. Victoria Tan
Head of Group Risk Management and Sustainability Unit
Ayala Corporation

Ma. Victoria A. Tan, also known as “Vickie”, is the Group Head of the Enterprise Risk Management and Sustainability Unit of Ayala Corporation, one of the largest and time-honoured Philippine conglomerates with leadership positions in various industries.

She supports the Chief Risk and Sustainability Officer and implements various group-wide policies and programs that are all designed to increase the awareness on and strengthen the commitment to risk management and sustainability.  She further manages the group insurance optimization program, the annual Ayala Integrated Summit and the group-wide sustainability reporting. Her leadership has led Ayala to be the first local company to embark on Integrated Reporting, adopt multiple sustainability frameworks, and implement the integration of risk management, sustainability, and governance.

Vickie has been named as one of Eco-Business’ 2019 A-List of most influential corporate sustainability leaders in the Asia Pacific. Prior to joining Ayala, she worked with Smart Communications as its Chief Audit Executive. Vickie graduated Magna Cum Laude with a degree in Bachelor of Accountancy from the Polytechnic University of the Philippines.



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Erik Thedéen
Chair of the Task Force on Sustainable Finance
IOSCO

Bio forthcoming.


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Charles Tilley, OBE
CEO
IIRC

Charles Tilley OBE is Chief Executive Officer of the International Integrated Reporting Council, spearheading the drive towards a cohesive, holistic corporate reporting system and building awareness and adoption of integrated thinking and reporting globally.

Charles has been central to the IIRC and the development of integrated reporting since its inception, having chaired the IIRC’s Technical Task Force, the group responsible for the development of the International <IR> Framework.

Previously, Charles was CEO of the Chartered Institute of Management Accountants, where one of his key focus areas was introducing Global Management Accounting Principles that can improve decision-making in organizations through the provision of high-quality management information, in line with integrated reporting. Charles chaired the International Federation of Accountants’ (IFAC) Professional Accountants in Business Committee. Charles is a member of the UK Financial Reporting Council’s Stakeholder Advisory Panel and the Princes’ Accounting For Sustainability Advisory Council.

Charles started his career at KPMG, becoming a partner in 1986. He has also held non-executive positions at the Ipswich Building Society and Great Ormand Street Hospital.

Charles was awarded the OBE for services to the economy in 2016, a recognition of his achievements in promoting and advancing management accounting.


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Yuki Tomita
ESG Communication Group Manager
TEPCO

Mr. Yuki Tomita, who joined TEPCO in 2006, had been working within the Environment Department and engaging in climate change. He led the project to perform the scenario analysis based on the TCFD recommendations in 2019. Since 2020, Mr. Tomita has been responsible for ESG Communication and integrated reporting in the ESG Office at TEPCO.


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Chris Vilburn
Head of Asia Stewardship
Goldman Sachs Asset Management

Chris is Head of Asia Stewardship for Goldman Sachs Asset Management and leads the ESG engagement efforts in Japan. Previously, he was the lead GS SUSTAIN Japan analyst, co-head of Asia Tactical Research and a member of the Asia Investment Review Committee. Chris joined Goldman Sachs in 2007 and was named managing director in 2017. Prior to joining GS, he worked at Shinsei Bank with the chief investment officer team.

Chris earned a BA in Japanese from Brigham Young University. He earned a joint MBA/MA, with honors, from the Wharton School and Lauder Institute at the University of Pennsylvania, with concentrations in Operations and Information Management Decision Sciences and East Asia Studies. Chris is also a CFA charterholder.


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Greg Waters
Analyst, Sector Lead – Technology & Communications
SASB

Greg Waters is an analyst at SASB focused on the Technology & Communications sector. In this role, he works with companies, investors, and subject matter experts to develop and drive the adoption of a market standard for reporting financially material sustainability information. Prior to SASB, Mr. Waters spent 7 years on the research team at proxy advisor Glass Lewis, where he led a team analyzing the corporate governance of North American companies. He holds an MBA in Finance from NYU Stern and a BA in Economics from Bates College.


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Matthew Welch
President & COO
SASB

Matthew Welch has dedicated his career to leading mission-based organizations through the challenges of achieving growth, scale, and self-sufficiency. His work experience spans government, nonprofit, and for-profit sectors, and he has led teams in entering new markets, launching products and programs, and increasing the efficiency and effectiveness of operations.

As President and COO, Mr. Welch works with the CEO to develop the organization’s strategic objectives and then leads the staff in implementing them. He oversees the day-to-day operations that support the Sustainability Accounting Standards Board and the SASB Foundation and he works closely with the CEO on fundraising and commercial activities.

Mr. Welch has broad experience in strategy, operations, and product development, developed through senior roles at Kaplan Test Prep, Kaplan K12 Learning Services, Junyo, Teachscape, and The Rotary Foundation. Years of experience with education programs, software and data products, and research studies give Mr. Welch a good background for equipping the market with offerings that support education and use of the SASB standards.

Mr. Welch holds a BA from Grinnell College and an MPA in management and public policy from Columbia University. He is a member of the Grinnell College Board of Trustees, where he has served on the Finance, Development, and Academic Affairs Committees. He currently chairs the Audit Committee.


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Michael Zimonyi
Policy & External Affairs Director
CDSB

Michael leads CDSB’s policy and external affairs work. He joined CDSB in 2012 and focuses on policy and corporate engagement and oversees external affairs. Prior to joining CDSB, Michael has worked at a global pharmaceutical corporation and at the sustainability think tank Forum for the Future. Michael has a degree in Chemistry with Environmental Science from the University of Birmingham, studied Sustainable Finance at the University of Oxford and is a member of the Royal Society of Chemistry. He is also a member of the UK Financial Reporting Council’s Stakeholder Advisory Panel and former member of the EFRAG European Lab Project Task Force on Climate-Related Reporting.

More 2020 speakers to be announced in the near future.

 

View information about 2019 speakers.

2020 Registration


Early Bird: Discount Rate (SASB Alliance Members and FSA Credential holders)

$385

Early Bird: Regular Rate

$475


Normal: Discount Rate (SASB Alliance Members and FSA Credential holders)

$495

Normal: Regular Rate

$585


Symposium registration includes access to one workshop
(125-person limit per workshop, registration available while capacity lasts).

Click here to register now and access early bird pricing.

2020 Sponsors


Sponsoring the SASB Symposium offers the opportunity to reach 600+ professionals interested in the unique intersection between sustainability, finance, accounting, and law. Target attendees include corporate professionals (CSOs, CFOs, internal audit, general counsel), corporate advisors (consultants, software providers, auditors, and lawyers), investors (asset owners and asset managers), and investment partners (data providers, investment tools, and investible products). For more information, please email symposiumsponsorship@sasb.org.

 

View our 2019 sponsors.


2020 Platinum Sponsor

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2020 Gold Sponsors

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2020 Silver Sponsors

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