Symposium Archive: New York City – 2019

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2019 SASB Symposium Agenda


8:30 – 8:35: Welcome from the Host
Barbara Porco, Professor of Accounting, Fordham University

8:35 – 8:40: Opening Remarks
Janine Guillot, CEO, SASB

8:40 – 9:25: Opening Keynote: Building an Infrastructure for Scalable ESG Integration
Dr. Andreas Barckow, President, Accounting Standards Committee of Germany
Doug Peterson, President & CEO, S&P Global
John Wieck, COO, Glass Lewis
Moderator: Janine Guillot, CEO, SASB

9:25 – 9:40: Research Spotlight: ESG Drivers & Outcomes
Rachelle C. Sampson, Associate Professor, University of Maryland, RH Smith School of Business and Senior Policy Scholar, Georgetown University, Center for Business & Public Policy

9:40 – 9:55: An Update from the SASB Standards Board
Jeff Hales, Chair, SASB Standards Board

9:55 – 10:30: Break & Networking

10:30 – 10:45: TED-style Talk: A Vision for the Future of Sustainable Capital Markets
Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors

10:45 – 11:30: Elevating the ESG Conversation: A Look at Where Directors Fit In
Peter Gleason, President and CEO, NACD
Margaret Smyth, Director, Etsy and CFO, National Grid US
Mindy Lubber, CEO and President, Ceres
Discussion Leader: Paul DeNicola, Principal, Governance Insights Center, PwC

11:30 – 12:00: TWO PERSPECTIVES ON THE FUTURE OF EUROPEAN ESG POLICY
11:30 – 11:45: Ensuring the Relevance and Reliability of Non-financial Corporate Information: An Ambition and a Competitive Advantage for a Sustainable Europe
Patrick de Cambourg, President, Autorité des Normes Comptables (French Accounting Standards Authority)
11:45 – 12:00: View on the Future of standard setting for Corporate Reporting from the Accountancy Europe Task Force
Veronica Poole, Head, Accountancy Europe Task Force, and Partner and Head of Accounting and Corporate Reporting for Deloitte North and South Europe, Deloitte

12:00 – 1:10: Lunch

12:00 – 1:10: Lunch

1:10 – 2:00: Taming the Wild West: How Leading Companies Are Responding to Investors’ Interest in ESG
Sue Briggum, Vice President, Federal Public Affairs, Waste Management
Yafit Cohn, Chief Sustainability Officer, The Travelers Companies
Kristin Peterson, Director-EHS, Kinder Morgan
Mikkel Skougaard, Group Sustainable Development Senior Expert, MOL Group
Discussion Leader: Granville Martin, Senior Vice President for Policy & Advocacy and General Counsel, Society for Corporate Governance

2:00 – 2:15: Research Spotlight: Assessing the Effectiveness of Integrating CSR Criteria in Executive Compensation
Caroline Flammer, Associate Professor of Strategy & Innovation, Boston University

2:15 – 3:05: The Informational Swiss Army Knife: The Use of ESG Across Asset Classes
Jessica Ground, Global Head of Stewardship and Fund Manager, Schroders
John Hoeppner, Head of US Stewardship and Sustainable Investing, Legal & General Investment Management America
Elizabeth Seeger, Director, Sustainable Investing, KKR
Barb Zvan, Chief Risk & Strategy Officer, Ontario Teachers’ Pension Plan
Moderator/Debate Leader: Nicolai Lundy, Director of Education & Partnerships, SASB

3:05 – 3:40: Break & Networking

3:40 – 4:30: Global Regulatory Policy Developments
François Haas, Senior Representative, Banque de France
Maureen Jensen, Chair and CEO, Ontario Securities Commission
Robert Jackson, Commissioner, SEC
Marc Siegel, Partner – Financial Accounting Advisory Services, EY
Discussion Leader: Tom Riesenberg, Director of Legal & Regulatory Policy, SASB

4:30 – 4:45: Spotlight on Climate Disclosure Implementation
David Parham, Director of Research – Projects, SASB
Nadine Robinson, Technical Director, Climate Disclosure Standards Board

4:45 – 5:35: Closing Keynote: Exploring Institutional Investors’ Responsibilities for Achieving More Sustainable Markets
Ted Eliopoulos, Vice Chairman of Investment Management and Head of Strategic Partnerships, Morgan Stanley
Carine Smith Ihenacho, Chief Corporate Governance Officer, Norges Bank Investment Management
Richard Manley, Head of Sustainable Investing, Canada Pension Plan Investment Board
John Streur, President and CEO, Calvert Research & Management
Discussion Leader: Janine Guillot, CEO, SASB

5:35 – 6:35: Cocktail Reception


Previous Year’s Agendas: 2018 / 2017 / 2016

2019 Speakers


Prof. Dr. Andreas Barckow
President, Accounting Standards Committee of Germany

Prof. Dr. Andreas Barckow became President of the Accounting Standards Committee of Germany in March 2015, having served on several of its technical bodies since 2004. He is also the Vice President of the Board of the European Financial Reporting Advisory Group that advises the European Commission on the endorsement of IFRS for use in Europe. Andreas further serves on various committees and advisory bodies of the IASB, Accountancy Europe and the German Schmalenbach Gesellschaft.

Before joining the standard-setter in a full-time capacity, Andreas was the Professional Practice Director in the German member firm of Deloitte in Frankfurt. He set up and led the firm’s IFRS Centre of Excellence, a group of professionals providing advice on financial reporting topics to audit partners and senior staff. Furthermore, he was a member of Deloitte’s Global IFRS Leadership Team, the global technical body in charge of setting the firm-wide Deloitte policy on IFRS matters.

Andreas studied at the University of Paderborn and at Monash University in Melbourne and holds a diploma degree and a doctorate in Business Administration from the former. He was appointed adjunct professor of international financial reporting at Justus Liebig University in Giessen in 2009 and Honorary Professor at the WHU – Otto Beisheim School of Management in Vallendar in 2016.


Sue Briggum
Vice President Federal Affairs, Waste Management

Sue Briggum is Vice President of Federal Affairs for Waste Management, and has managed the company’s sustainability reporting and disclosure for fifteen years. Sue has served on numerous federal and state advisory boards addressing environmental policy issues, including serving over a dozen years on the U.S. Environmental Protection Agency’s National Environmental Justice Advisory Council, its Science Advisory Board on EJ Screening Methodologies, two separate EPA NACEPT Committees on Superfund, and a term on EPA’s Title VI of the Civil Rights Act Advisory Committee. She co-chaired two terms of the Congressional Black Caucus Foundation’s National Environmental Policy Commission, and served two terms on the Maryland Commission on Climate Change. She currently serves on the SASB Standards Advisory Group, the Board of Directors for the National Environmental Justice Conference and Training Program, and the advisory board to The National Aquarium. She has a PhD in English Literature from the University of Wisconsin and a JD from Harvard University.


Yafit Cohn
Chief Sustainability Officer & Group General Counsel, The Travelers Companies, Inc.

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 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. She also serves as Chair of the Society for Corporate Governance’s newly formed Sustainability Practices Committee.
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, including SEC reporting and disclosure requirements, shareholder proposals, the impact of proxy advisory firms, and responses to formal and informal SEC inquiries.

Yafit holds a Juris Doctor degree from Columbia Law School, where she was a Harlan Fiske Stone scholar, and a bachelor’s degree in political science, summa cum laude, from Columbia College.


Patrick de Cambourg
President, Autorité des Normes Comptables (French Accounting Standards Authority)

Patrick is a Political sciences graduate (Sciences Po Paris), holds also degrees in public law and business law and is Bachelor of Arts. As chartered accountant and auditor, he spent his entire professional career within the Mazars Group, successively as junior, manager and partner. He became President of Mazars in 1983. In 1995, he was appointed as Chairman of the Management Board of the newly created international partnership and became in 2012 Chairman of the Supervisory Board. Since late 2014, he has been Honorary President of the Mazars Group.

Since March 2015, Patrick de Cambourg has been President of the French public accounting standards setting authority (ANC/ Autorité des normes comptables). As such he is also a Board member of the European body with advisory capacity to the European Commission on IFRS (EFRAG / European Financial Reporting Advisory Group) and a member of the IASB forum of major standards setters (ASAF / Accounting Standards Advisory Forum). In addition, he is a Board member of the French capital markets regulatory and supervisory authority (AMF / Autorités des marchés financiers), of the French banking and insurance supervisory authority (ACPR / Autorité de contrôle prudentiel et de résolution) and of the French financial stability body (HCSF / Haut Conseil de Stabilité Financière).

At the special request of the French government, he recently prepared two reports on: the future of the accounting profession (June 2018) and propositions to develop further non-financial information (“Ensuring the relevance and reliability- of non-financial information: an ambition and a competitive advantage for a sustainable Europe”. May 2019.).


Paul DeNicola
Principal, PwC’s Governance Insights Center

Paul DeNicola is a Principal at PwC’s Governance Insights Center where he works to extend the firm’s thought leadership in the area of corporate governance. A frequent speaker at forums for directors and governance professionals, Paul also advises boards and executive teams on emerging governance issues. He has twice been named to Directorship Magazine’s list of the 100 most influential people in U.S. corporate governance. Paul was also honored as a recipient of the Rising Star Award from the Millstein Center for Corporate Governance and Performance.

Paul is an Associate Professor at New York University’s Stern School of Business where he teaches courses in corporate governance and professional responsibility. Paul also serves on the board of The Society for Corporate Governance and on the Markets Advisory Council of the Council of Institutional Investors.

Prior to joining PwC, Paul was Director of The Conference Board Governance Center, where he oversaw educational and research initiatives in corporate governance, enterprise risk management and business ethics. Paul earned his BA and MA degrees in interdisciplinary studies from New York University and completed a PhD in philosophy and communications at the European Graduate School in Saas-Fee Switzerland.


Ted Eliopoulos
Managing Director, Morgan Stanley Investment Management

Ted is the Vice Chairman & Head of Strategic Partnerships at Morgan Stanley Investment Management (MSIM). He is also a member of the Investment Management Operating Committee, Co-Chair of the Sustainable Investing Council, and Senior Sponsor of MSIM’s Diversity Council. Before joining Morgan Stanley in 2019, Ted served as the Chief Investment Officer at California Public Employees’ Retirement System (CalPERS). From 2007 to 2014, he held various leadership roles at CalPERS including interim Chief Investment Officer and Senior Investment Officer of Real Estate and Real Assets. From 2002 to 2006, he served as the Chief Deputy Treasurer and Deputy Treasurer at the California State Treasurer’s Office. Ted has also held positions in both the private and public sectors, including real estate development and in environmental management with the U.S. Department of Energy. Ted’s past board affiliations include the U.S. Real Estate Roundtable and the Pension Real Estate Association and the Sustainability Accounting Standards Board’s Investor Advisory Group and is on the Alliance for Southern California Innovation’s Advisory Council. He received a Bachelor’s degree, magna cum laude, with honors, in comparative literature from Dartmouth College and holds a Juris Doctor degree from the University of Virginia.


Caroline Flammer
Associate Professor & Dean’s Research Scholar, Boston University’s Questrom School of Business

Caroline Flammer is an Associate Professor and Dean’s Research Scholar at Boston University’s Questrom School of Business. Her research interests are in competitive strategy at the intersection of corporate governance, stakeholder engagement, and impact investing, with a focus on the antecedents and implications of companies’ investments in sustainable practices.

She has published in leading academic journals such as the Academy of Management Journal, Management Science, and the Strategic Management Journal. Caroline was awarded the 2015 Alliance for Research on Corporate Sustainability (ARCS) Scholar Award. She is also the recipient of several other prestigious awards including the Moskowitz Prize for Best Paper in Sustainable and Responsible Investing in both 2013 and 2017.

Caroline serves as Associate Editor for the Strategic Management Journal and is on the editorial board of the Academy of Management Journal. She also serves as Vice‐Chair of the Academic Advisory Committee of the United Nation’s Principles for Responsible Investment (PRI). At Questrom, she serves as the Academic Director of the Social Impact MBA program and is the PhD Coordinator for the Strategy & Innovation Department.

Before joining Boston University, she was a faculty at Ivey Business School and a postdoctoral researcher at MIT Sloan School of Management. She holds a PhD in economics from the University of St. Gallen in Switzerland.


Peter Gleason
President & CEO, NACD

Peter Gleason is the President and CEO of the National Association of Corporate Directors (NACD). Gleason is a recognized expert on board leadership and corporate governance issues. He serves as a member of NACD’s national faculty, is regularly quoted in the national media, and is a frequent presenter on the subjects of corporate governance, executive and director compensation, risk, strategic planning, and board/shareowner relations. He has served as a commissioner on every NACD Blue Ribbon Commission report since joining NACD in 2000. Peter currently serves on the board of NACD and on the advisory board of Nura Health, Inc., a development-stage health-care company. Gleason is chair of the Global Network of Director Institutes (GNDI), director of the NACD Capital Area Chapter, and an NACD Board Leadership Fellow. He is the former chair of the International Professional Practices Framework Oversight Council of the Institute of Internal Auditors and was formerly a director of The Patriot Fund. Before joining NACD, Gleason was a management consultant with both Ernst & Young and Pritchett & Associates. Gleason is a graduate of Dartmouth College and Virginia Tech, from where he has a MBA with concentrations in both Finance and Marketing.


Jessica Ground
Global Head of Stewardship, Schroders

Jessica Ground is a Global Head of Stewardship at Schroders. Jessica Ground is responsible for the Sustainability strategy and global corporate governance at Schroders. She oversees the integration of ESG factors into investment processes across geographies and asset classes and leads a team of 12 dedicated ESG specialists. Jessica is also Chair of Schroder’s Corporate Governance Committee. She joined Schroders in 1997 and is based in London. Jessica was a Fund Manager at Schroders from 2006 to 2017, which involved managing institutional portfolios for a range of clients with the Prime UK Equity team. She was an Analyst at Schroders from 1997 to 2006, gaining extensive analytical experience covering Financials and Utilities sectors on a pan-European and global basis.

• Board Member of the Investor Forum
• Member of the IA Corporate Governance and Engagement Committee
• Banking Futures project – Steering group member on this stakeholder engagement project on how to build a healthier, more resilient and inclusive banking sector

Qualifications: BA in History from Bristol University.


Janine Guillot
CEO, 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.  As the primary external voice for SASB, Ms. Guillot is responsible for maintaining a strong global presence, representing the interests of SASB and the sustainability disclosure field to companies, investors, legislatures, regulators, civil society, and other key stakeholder groups.

Ms. Guillot previously held the role of Director of Capital Markets Policy and Outreach at SASB, where she initially led outreach to investors and created SASB’s Investor Advisory Group of leading asset owners and asset managers calling for market standards for ESG disclosure.  Her role expanded to encompass policy and outreach for all stakeholder groups as well as leading efforts to drive adoption of the SASB standards.

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), where she was responsible for CalPERS investment office business and operational management, CalPERS affiliate funds and CalPERS defined contribution plans. Ms. Guillot also oversaw the CalPERS corporate governance program, including integration of sustainability and governance factors into investment decision-making. She has 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.


François Haas
Chief Representative for the Americas, Banque de France

François Haas is the Chief Representative for the Americas in New York City. He was previously, Deputy Director General in the Directorate General Financial Stability and Operations of the Banque de France. His areas of responsibilities cover markets related activities and include monetary policy and investment operations. He also has responsibilities over banking services conducted at Banque de France.

François Haas held positions in markets, monetary and financial stability activities since he joined the Banque de France in 1987. He also served at the International Monetary Fund as a Senior Economist in charge of Global Financial Stability and European Regional issues. François Haas is a graduate of Institut d’Études Politiques de Paris.


Jeffrey Hales, PhD
Charles T. Zlatkovich Centennial Professor of Accounting, University of Texas at Austin
Chair of the SASB Standards Board

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 Review, Journal of Accounting Research, Journal of Accounting and Economics, Review 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.
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).


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

John joined LGIMA in 2018 as Head of US Stewardship and Sustainable Investments. He is the US representative of the Corporate Governance team. John is charged with shaping the firm’s corporate engagements and driving demand for sustainable investing strategies in the US market. He joined from Mission Measurement where he led the Impact Investing practice, and launched an ESG data and consulting business. Prior, John held multiple senior product positions in the asset management divisions of UBS and Northern Trust. John championed a range of corporate and product related sustainable investment efforts. He started his investment career at Cambridge Associates on the capital markets research team. John earned a Bachelor of Commerce from McGill University in Montreal, Canada.


Robert J. Jackson Jr.
Commissioner, Securities & Exchange Commission

Commissioner Jackson has extensive experience as a legal scholar, policy professional, and corporate lawyer. He comes to the SEC from NYU School of Law, where he is a Professor of Law. Previously, he was Professor of Law at Columbia Law School and Director of its Program on Corporate Law and Policy. Commissioner Jackson’s academic work has focused on corporate governance and the use of advanced data science techniques to improve transparency in securities markets. Commissioner Jackson has written more than 20 articles in the nation’s most prestigious legal and economics journals.

Before joining the Columbia Law School faculty in 2010, Commissioner Jackson served as a senior policy advisor at the U.S. Department of Treasury working with Kenneth Feinberg, the Special Master for TARP Executive Compensation.
Commissioner Jackson holds two bachelor’s degrees from the University of Pennsylvania, an MBA in Finance from the Wharton School of Business, a master’s degree from Harvard’s Kennedy School of Government, and a law degree from Harvard Law School.


Maureen Jensen
Chair and Chief Executive Officer, Ontario Securities Commission

Maureen Jensen is the Chair and Chief Executive Officer of the Ontario Securities Commission (OSC), which administers and enforces securities law in the capital markets of the province of Ontario.

Prior to her appointment as Chair and CEO, Ms. Jensen was the Executive Director and Chief Administrative Officer of the OSC. As the senior member of staff, she was responsible for coordinating and managing the organization’s day-to-day operations, including its enforcement, market regulation and compliance functions. In addition, she provided leadership and direction on policy development and implementation, as well as strategic securities, regulatory and enforcement policy and program analysis.

Before joining the OSC, Ms. Jensen was Senior Vice-President, Surveillance and Compliance at the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.

Prior to the formation of IIROC in 2008, Ms. Jensen was President and CEO of Market Regulation Services Inc. (RS), the independent national market regulation services provider for Canadian equity markets.

Ms. Jensen is a Registered Professional Geoscientist (P.Geo) and holds the ICD.D designation and has a BSc. and Doctor of Laws (Honoris Causa).


Rakhi Kumar
Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors

Rakhi Kumar is a Senior Managing Director and Head of ESG Investments and Asset Stewardship at State Street Global Advisors. She leads SSGA’s efforts to strengthen integration of environmental, social and governance (ESG) factors into the investment process and is responsible for developing the firm’s ESG investment philosophy and global business strategy.

In 2017, Rakhi was honored with the Abigail Adams Award by the Massachusetts Women’s Political Caucus and was named on the Ten to Watch list of innovators and influencers in 2018 by wealthmanagement.com and on the Power50: Newsmakers list by the Boston Business Journal for her efforts to enhance gender diversity on company boards. Also in 2018, Rakhi was named to the Boston’s Most 100 Influential People of Color by the Greater Boston Chamber of Commerce, The Boston Foundation and Get Konnected!

Rakhi earned her MBA (’02) from Yale University and her Bachelors of Commerce (’95) from Bombay University. She has been a member of the Institute of Chartered Accountants of India since 1997. She serves on the advisory board of the Ira M. Millstein Center for Global Markets and Corporate Ownership at the Columbia Law School.


Mindy Lubber
CEO, Ceres

Mindy Lubber is the CEO and President of Ceres, a sustainability nonprofit organization working with the most influential investors and companies to build leadership and drive solutions throughout the economy. Under her leadership, Ceres has launched visionary reports and practical tools to help investors and companies succeed in the 21st century global economy.

Mindy leads negotiating teams of institutional investors, C-suite executives and sustainability advocates who have taken far-reaching positions on corporate practices to tackle climate change, water scarcity and pollution, and human rights abuses. She briefs powerful corporate boards and directors on how environmental and social issues affect shareholder value, and regularly speaks to high-level world and national political leaders.

Mindy is a recognized thought leader and has received numerous awards for her leadership including the Climate Visionary Award from the Earth Day Network and the William K. Reilly Award for Environmental Leadership from American University.

Prior to Ceres, Mindy held various leadership positions in government, financial services and the nonprofit sector. She holds a master’s degree in business administration from SUNY Buffalo and earned a law degree from Suffolk University.


Nicolai Lundy
Director of Partnerships & Market Outreach, SASB

Nicolai Lundy is the Director of Partnerships & Market Outreach at SASB, 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.


Richard Manley
Managing Director, Head of Sustainable Investing, CPPIB

Richard Manley is the Managing Director, Head of Sustainable Investing at CPPIB where he oversees sustainable investing activities, including ESG research, integration and engagement across the fund, proxy voting and sits on the Investment Committee for Active Equities and Climate Change Steering Group. His team also takes a leadership role across CPPIB in advancing climate related work streams such as carbon footprinting and security selection. Prior to CPPIB, Richard was Partner of Goldman Sachs in London, where he was most recently Global Head – Thematic Equity and ESG Research, having previously spent seven years in Hong Kong as Global Head, GS Sustain (GS’s long-term ESG research group). Richard graduated from ICADE, Madrid in European Business Administration.


Granville Martin
Senior Vice President for Policy & Advocacy and General Counsel, Society for Corporate Governance

Mr. Martin is the Senior Vice President for Policy & Advocacy and General Counsel at the Society for Corporate Governance. He leads the Society’s advocacy efforts related to corporate governance, securities law and regulation and other related issues. He also leads the Society’s ESG-related efforts including assisting members in navigating the increased demands for disclosure and engagement, creating dialogue among issuers, investors and other stakeholders, and representing Society views in a variety of forums.

Prior to joining the Society, Mr. Martin was a Managing Director of Sustainable Finance for JPMorgan Chase & Co. where he led a range of ESG-related initiatives, including working with investment and commercial banking units to manage environmental and social risks, engaging with clients and external stakeholders and advising the senior management and the Board. Key sectors included oil and gas, mining, timber, prison services, firearms, and other sectors with significant environmental and/or social impact. Mr. Martin earned a BA from Boston University and a JD from University of San Francisco and is admitted to the bar in New York and California.


David Parham
Director of Research – Projects, SASB

As the Director of Research – Projects, David Parham is responsible for developing and managing the Research team’s strategic plan, establishing and overseeing research projects and practice areas, and managing internal interfaces between the research team and other departments. His role is centered on supporting the identification, prioritization, and management of Research projects that further the SASB’s mission to establish and maintain disclosure standards that facilitate communication by companies to investors of decision-useful information. Prior to joining SASB, Mr. Parham worked as a process engineer in the energy industry, holding roles in research and development, major capital project design, and production operations.


Douglas L. Peterson
President and Chief Executive Officer, S&P Global

Doug Peterson has served as President, Chief Executive Officer and a member of the Board of Directors of S&P Global since 2013. He joined the Company in 2011 as President of Standard & Poor’s Ratings Services.

Mr. Peterson has repositioned S&P Global to power the global capital and commodity markets of the future with transparent, innovative and independent credit ratings, benchmarks, analytics and data. His long-term business strategy for S&P Global focuses on six key priorities essential to the Company’s ongoing growth and success: global expansion, customer orientation, technology, innovation, operational excellence and people.

Previously, Mr. Peterson was the Chief Operating Officer of Citibank, N.A., Citigroup’s principal banking entity that operates in more than 100 countries. Mr. Peterson was with Citigroup for 26 years. His prior roles include CEO of Citigroup Japan, Chief Auditor of Citigroup and Country Manager for Costa Rica and Uruguay.

Mr. Peterson is a member of the Boards of Directors of Business Roundtable and the Japan Society, and is a member of the Council on Foreign Relations and the U.S.-India CEO Forum. He co-chairs the World Economic Forum’s Shaping the Future of Long-Term Investing System. Mr. Peterson received an MBA from the Wharton School at the University of Pennsylvania and an undergraduate degree from Claremont McKenna College.


Veronica Poole
Head, Accountancy Europe Task Force, and Partner and Head of Accounting and Corporate Reporting for Deloitte North and South Europe, Deloitte

Veronica is a partner at Deloitte, DTTL Global IFRS Leader and Head of Accounting and Corporate Reporting for Deloitte North and South Europe. As the Global IFRS leader and the Senior Technical Partner she is responsible for IFRS accounting quality and is the leading voice of the global Deloitte network, both internally and externally, on IFRS and corporate reporting matters. She chairs Deloitte’s Global IFRS Leadership team and is a member of the Deloitte Global Audit Quality Board. Veronica is a member of the Deloitte Global Societal Impact Council which focuses on Deloitte as a purpose led, values based organization through its impact in society. Her external appointments include: member of the UK FRC’s Corporate Reporting Council, member of the International Integrated Reporting Council, Chair of the Advisory Group to the ICAEW Financial Reporting Faculty, advisory member to the Hundred Group Financial Reporting Committee and a former member of the Financial Reporting Advisory Board to HM Treasury. She leads Deloitte’s relationship with The Prince’s Accounting for Sustainability Project (A4S) and the UK Chapter Zero, The Directors’ Climate Forum. Currently she is acting as the Chair of the Accountancy Europe Task Force on the Cogito Paper on interconnected corporate reporting standard setting. Her current priorities include influencing and driving change in the accounting and corporate reporting and in the accounting profession, including reporting of ESG and climate-related financial and business risks. She works with standard-setters, policy makers, regulators and professional bodies to advance the goal of better corporate reporting.


Barbara Porco, CPA, PhD
Director for the Center of Professional Accounting Practices, Fordham University

Dr. Porco is a Bene Merenti full professor and member of the accounting faculty for over twenty years. She has been the recipient of several university awards including most recently, the 2019 Faculty Magis Award, the 2018 Dean’s Net Impact Award, and the 2017 Gabelli Teaching Innovation Award. Dr. Porco has also been recognized nationally with the 2019 National Innovation in Auditing & Assurance Education Award & 2017 National Teaching Innovation Award from the American Accounting Association, and the NACE Excellence in Teaching Award for KPMG’s Ethical Compass.

Dr. Porco has been ranked nationally in the Top 50 Researchers in Accounting Education by the American Accounting Association. Her most recent publication, Sustainability Accounting Toolkit, is a series of three lectures to be adapted by faculty who wish to include material pertaining to sustainability reporting concepts in their financial accounting courses.

Dr. Porco proudly serves on the AICPA’s Sustainability Assurance and Advisory Task Force as an academic representative for extended external reporting (EER) assurance. She also serves as the Chair of Fordham University and SASB Governance Collaboration Committee for the university. Dr. Porco is a licensed Certified Public Accountant, Certified Fraud Examiner, Certified in Financial Forensics and a former PricewaterhouseCoopers director.


Tom Riesenberg
Director of Legal & Regulatory Policy, SASB

Mr. Riesenberg is the Director of Legal and Regulatory Policy at SASB. He is the former Deputy General Counsel of Ernst & Young LLP responsible for regulatory matters, primarily involving the U.S. Securities and Exchange Commission and the Public Company Accounting Oversight Board. Mr. Riesenberg worked at EY from 1993 to 2013 where he was extensively involved in the major legislative and regulatory developments affecting the accounting profession. Previously he served for seven years as an Assistant General Counsel at the SEC, where he handled courts of appeals and Supreme Court litigation and international legal matters. He was the recipient of the Manuel F. Cohen Outstanding SEC Younger Attorney Award in recognition of his handling of several significant SEC enforcement cases.

Mr. Riesenberg graduated from the New York University School of Law, and received a bachelor’s degree from Oberlin College. He is a former chair of the Law and Accounting Committee of the American Bar Association, former president of the Association of SEC Alumni, former treasurer of the SEC Historical Society, and a current member of the Advisory Board of the BNA Securities Regulation and Law Report. For seven years he was an adjunct professor of securities law at the Georgetown University Law Center.


Nadine Robinson
Technical Director, Climate Disclosure Standards Board

Nadine joined the Climate Disclosure Standards Board as Technical Director in 2017. Her work focuses on integrating climate and natural capital risks and opportunities into decision-making, legal and regulatory frameworks and corporate reporting. Nadine leads CDSB’s technical work programme, manages its expert technical working group and produces and delivers technical and advocacy materials.
Previously, she worked as an environmental consultant and lectured on environmental policy at Birkbeck College. As the Commonwealth Secretariat’s Climate Change Advisor and in her roles in Government and the United Nations Development Programme (UNDP), Nadine has advised on environment, climate change and sustainable development. She also worked as an asset finance solicitor. She has conceptualised and developed strategic initiatives on climate finance, biodiversity, the green economy, the sustainable development goals (SDGs), and energy-climate-poverty-linkages. Nadine holds a BA (Geography) from McGill University, and an MA (Geography) from York University (Canada).


Rachelle Sampson
Associate Professor of Business and Public Policy, RH Smith School of Business, University of Marlyand

Rachelle Sampson is Associate Professor of Business and Public Policy at the RH Smith School of Business, University of Maryland, and a Senior Policy Scholar at Georgetown University’s Center for Business and Public Policy. Her research examines short-termism in firms and capital markets, with a focus on the implications for firm strategy, investment and growth. Rachelle has a particular interest in the impact of sustainability practices on employee engagement and productivity as well as how this translates into long-term performance. Summaries of her research are available at Columbia Law School’s Blue Sky Blog, Vox.com, Smith Brain Trust, Georgetown University Newsroom, and the Seattle University Law Review. Formerly a professor at NYU-Stern and Georgetown University, Rachelle started her professional career as a consultant for Ernst & Young and as a corporate attorney in Australia. She received her PhD from the University of Michigan and her law degree from Queensland University of Technology, Australia. Rachelle has received several awards for her research and teaching, including the Distinguished PhD Alumni Award from the University of Michigan (Ross School of Business), the Ameritech Foundation Research Fellowship, the Krowe Award for Teaching Excellence, and recognition from Poets and Quants as a favorite business school professor. She teaches graduate and executive courses in corporate strategy, managerial economics as well as firm environmental strategy.


Elizabeth Seeger
Director, Sustainable Investing, KKR

Elizabeth Seeger joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR’s investment process, including the management of KKR’s ESG-focused value creation programs for its portfolio companies. She is also a member of KKR’s Global Impact team. Ms. Seeger was previously a project manager in the corporate partnerships program of Environmental Defense Fund (EDF). Prior to EDF, she was a consultant with the Corporate Executive Board (CEB), where she advised companies from a broad range of industries in Europe and the United States. Before CEB, Ms. Seeger was an associate at the Environmental Law Institute, a non-profit organization focused on environmental law and policy research and education. She is a 2013 Aspen Institute First Movers Fellow and became a member of the Sustainability Accounting Standards Board in 2017. Ms. Seeger has close to 20 years of experience working on corporate environmental and social issues and earned a B.A. with honors from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania.


Marc Siegel
Partner, Financial Accounting Advisory Services, Ernst & Young

Marc Siegel, EY Partner in the Financial Accounting Advisory Services (FAAS) practice. He specializes in enhancing corporate reporting and investor communications in areas such as, disclosure effectiveness, sustainability reporting, and financial performance reporting. Prior to joining EY, Marc provided an investor perspective as a Financial Accounting Standards Board (FASB) Board Member from 2008 through 2018, where he finalized Accounting Standards Updates, enhanced FASB communications, hosted sector-specific Q&A webcasts for investors, developed podcasts on investor uses of tax disclosures and stock compensation, and hosted forums with auditors, preparers, securities regulators, securities attorneys, investors and audit committee members to kick off the Disclosure Framework project. He has been a frequent speaker at conferences on financial reporting, and participated as a FASB Observer on the Enhanced Disclosure Task Force of the Financial Stability Board, the International Integrated Reporting Council and the Corporate Reporting Dialogue.

Previously, Marc was director of research at a boutique sell-side research firm providing forensic financial statement analysis to mutual fund and hedge fund clients to support their investment decisions. Marc has a B.S. in Economics from the Wharton School of Business and is a Certified Public Accountant. Marc is on the SASB Standards Board where he serves as the Chair of the Resource Transformation sector.


Margaret Mary (Peggy) Smyth
Chief Financial Officer, National Grid US

Peggy Smyth is the Chief Financial Officer of National Grid US, one of the largest utility companies in America. Customer value and energy affordability are cornerstones of her work. Peggy is highly experienced in organizational effectiveness and change.
Under Peggy’s leadership, National Grid is driving the transition to the clean energy future, developing financing models for new energy solutions like battery storage, solar energy and the expansion of electric vehicles (EV). Peggy has a personal interest in advancing sustainability accounting practices, and is a SASB FSA Credential Holder. She led a CFO roundtable at the United Nations in 2018, spearheading dialogue about the business case for sustainable decision-making and the role of CFOs in making change.
Peggy was formerly Vice President of Finance at Consolidated Edison, Inc. and prior was Chief Financial Officer and Vice President of Finance at Hamilton Sundstrand, a United Technologies (UTC) company.
Peggy is a director and member of the audit committee of Etsy, Inc. and an audit committee member of two subsidiaries of Mutual of America. She is a member of the Executive Committee of the President’s Council for Fordham University, her alma mater.


Mikkel Skougaard
Sustainable Development Senior Expert, MOL Group

Mikkel currently holds the position of Sustainable Development Senior Expert at MOL Group, after having spent three years as Investor Relations Officer at MOL Group. Mikkel is currently responsible, among other things, for the Group’s sustainability reporting. Prior to his time at MOL Group, he spent four years at BlackRock’s Corporate Governance and Responsible investment team in London being responsible for stewardship activities (proxy voting and engagement). Mikkel started his career at IBM as an analyst. Mikkel holds an MSc in Economics, Governance and Strategy from Copenhagen Business School.


John Streur
President &CEO, Calvert Research and Management

John Streur is president and CEO for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. John is also president and a trustee of the Calvert Funds as well as a director of Calvert Impact Capital and member of its Risk Management Committee. He guided the creation of the Calvert Principles for Responsible Investment, the Calvert Research System and the Calvert Indices, and has placed focus on investment research and emphasis on environmental, social and governance factors integrated with investment decisions. He joined Calvert Research and Management in 2016.

John has managed socially responsible investments at the request of institutional clients, including public funds, religious institutions, and college and university endowments since 1991. Previously, he was president, director and principal of Portfolio 21, and spent 20 years at AMG Funds, a firm he co-founded and where he served as president, CEO.

John is a Founding Member of the Investor Advisory Group of the Sustainability Accounting Standards Board and serves as a director on the board of the Environmental Media Association. He is a member of the FMC Corporation Sustainability Advisory Council. John earned a B.S. from the University of Wisconsin, College of Agriculture and Life Sciences.


John Wieck
Chief Operating Officer, Glass Lewis

John Wieck joined Glass Lewis in 2008 and is responsible for overseeing the service, research and technology teams supporting the 1,300+ clients subscribing to Glass Lewis’ governance services throughout the world. Prior to joining Glass Lewis, John spent 14 years at Broadridge Financial Solutions in a variety of positions supporting investor and custodian clients of its U.S. and international proxy distribution services. John earned his bachelor’s degree in management and international business from New York University’s Leonard N. Stern School of Business and his MBA in banking and finance from Hofstra University’s Frank G. Zarb School of Business.


Barbara Zvan
Chief Risk & Strategy Officer, Ontario Teachers’ Pension Plan

Barbara Zvan is the Chief Risk & Strategy Officer for the Ontario Teachers’ Pension Plan. She leads the Strategy & Risk team in supporting the Plan Sponsors in plan design decisions; the Board in determining the appropriate benchmarks and risk appetite; and the Investment division in designing a long-horizon total fund strategy. She drives the fund’s responsible investing and climate change risk management strategy and directs the organization’s enterprise and operational risk management approach.

Ms. Zvan is a fellow of the Society of Actuaries and the Canadian Institute of Actuaries, and holds an Institute of Corporate Directors designation and a Master of Mathematics degree from the University of Waterloo. She serves as the chair of the International Centre of Pension Management and the Sustainability Accounting Standards Board’s Investor Advisory Group, and on the boards of the Global Risk Institute, the Canadian Coalition for Good Governance and the Chilean water utilities Esval (Essbio) S.A. She was one of four members of the Government of Canada’s Expert Panel on Sustainable Finance, which delivered its final recommendations in June 2019, and is an honouree of Canada’s 2020 Clean50.


Register for SASB Symposium: New York City


SASB Symposium: New York City – 2019 has passed. Stay tuned for more information about upcoming events.


2019 Sponsors


Sponsoring the SASB Symposium offers the opportunity to reach 300-400 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 contact Jeff Cohen at symposiumsponsors@sasb.org.


2019 Platinum Sponsor

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2019 Reception Sponsor

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2019 Lunch Sponsor

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2019 Breakfast Sponsor

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2019 Gold Sponsors

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2019 Silver Sponsors

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2019 Carbon Offset Partner

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