The Future of Corporate Reporting

Driving Brand Value & Attracting Investors
DECEMBER 13, 2016
BARUCH COLLEGE
14TH FLOOR
55 LEXINGTON AVE
NEW YORK, NY

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with senior executives across organizational functions who drive corporate reporting initiatives, reporting experts and practice leaders on the future of corporate reporting

Discover

trends in corporate reporting and how they affect the shaping of corporate reports and their use in stakeholder relations

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the most up-to-date reporting practices designed to take corporate reporting to the next level

ABOUT THE PROGRAM
AGENDA
Time Description
8:30-8:55 AM Arrival & Continental Breakfast
8:55-9:00 Welcome Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
9:00-9:15 Program Chair, Opening Remarks
Corporate Reporting through a New Lens: How Corporate Reporting Drives Brand Value & Attracts Investors
Kristen Sullivan, Partner – Sustainability Services, Deloitte & Touche LLP
9:15-9:45 Opening Presentation
Trends in Broader Disclosure: Perspectives from a Financial Institution
Presenter:
Granville Martin, Managing Director, Sustainable Finance, JPMorgan Chase
9:45-10:30 Discussion Between Board Director and Institutional Investor
The Value of Reporting: How Boards and Shareholders Might Leverage Disclosure in the Engagement Process
Board Director:
Tom Manning, Member of the Board of Directors, Dun & Bradstreet, CommScope, Clear Media Ltd., & The Demand Institute
Institutional Investor:
Brian Rice, Portfolio Manager, Corporate Governance, CalSTRS
10:30-11:00 Networking Break
11:00-11:45 Opening Panel Discussion
Financial Reporting and Non-Financial Reporting: How Companies Are Moving Toward Full Integration
Moderator:
Hank Boerner, Chairman, Governance & Accountability Institute, Inc.
Panelists:
Mary Adams, Founder, Smarter-Companies
Jennifer Crutchfield, Corporate Responsibility, Measurement & Reporting Lead, Adobe
Maureen Kline, Vice President, Public Affairs & Sustainability, Pirelli Tire North America
Giorgio Saavedra, Integrated Reporting Lead, The World Bank
11:45-12:30 PM Panel Discussion, CFOs Weigh In
Non-GAAP Financial Reporting: How Do ESG Measures Drive Financial and Economic Performance
Moderator:
Jeffrey Chertoff, Director & Advisor to Boards
Panelists:
Drianne Benner, Managing Director, Appomattox Advisory, Inc. & Director, New York Society of Securities Analysts
Nicolas Grabar, Partner, Cleary Gottlieb Steen & Hamilton, LLP.
Eric Israel, Chief Financial Officer, ECrent AMERICA Company Limited
Riva Krut, Vice President & Chief Sustainability Officer, Praxair, Inc.
12:30-1:30 Networking Luncheon
1:30-2:15 Panel Discussion, The Governance Perspective
Why Reporting Makes a Great Company Greater: Does the Defense of Non-Disclosure Still Serve Fiduciary Responsibility?
Moderator:
Louis Coppola, Executive Vice President & Partner, Governance & Accountability Institute, Inc.
Panelists:
Crystal Barnes, Vice President, Global Responsibility and Sustainability, Nielsen
Susan Beverly, Director, Global Citizenship & Policy, Abbott
Aaron Briggs, Executive Counsel, Corporate, Securities & Finance, GE
Bob Lamm, Independent Senior Advisor, Deloitte Center for Board Effectiveness; Advisory Director, Argyle
2:15-2:45 Presentation
ESG & Exchange Listing Requirements: Do the Recommendation Metrics for ESG Signal the Need for Integration of Financial Reporting & ESG?
Presenter:
Evan Harvey, Director, Corporate Responsibility, Nasdaq
2:45-3:30 Interview
Legal Trends in Claiming ESG Practices: In Court & In the Court of Public Opinion
Interviewer:
Kristen Sullivan, Partner – Sustainability Services, Deloitte & Touche LLP
Interviewee:
David P. Hackett, Partner, Baker & McKenzie LLP
3:30-4:00 Networking Break
4:00-4:20 Topic Introduction
One Company’s Journey: The Evolution of Bloomberg’s Corporate Report
Presenter:
Lee Ballin, Head of Sustainable Business Programs, Bloomberg L.P.
4:20-5:05 Panel Discussion, Standard Setting & Adoption
Standards & Practices: Where Standards Stop & How to Move Beyond Minimum Reporting
Moderator:
Nancy Mancilla, Chief Executive Officer & Managing Director, ISOS Group
Panelists:
Lee Ballin, Head of Sustainable Business Programs, Bloomberg L.P.
Ariel Evans, Chief Executive Officer, Evans Resource Group
Bahar Gidwani, Chief Executive Officer, CSRHub
Emily Krull, Manager of External Communications, The PNC Financial Services Group
Mark Tulay, Director, Strategic Investor Initiative, CECP
5:05-5:45 Panel Discussion
Assurance: The Debate on How to Best Validate ESG Claims
Moderator:
Kristen Sullivan, Partner – Sustainability Services, Deloitte & Touche LLP
Panelists:
Bruce M. Kahn, Portfolio Manager, Sustainable Insight Capital Management
Richard Pearl, Vice President, Global Corporate Responsibility Officer, State Street Corporation
William G. Russell, Principal, Transitioning to Green
Faith Taylor, Senior Vice President, Global Corporate Social Responsibility, Wyndham Worldwide
5:45-6:00 Program Chair, Closing Remarks
Kristen Sullivan, Partner, Sustainability Services, Deloitte & Touche L.L.P
6:00 Program Adjourns
Networking Reception Begins

SESSION LEADERS
  1. Mary Adams
    Founder
    Smarter-Companies
    Boston, MA
  2. Lee Ballin
    Head of Sustainable Business Programs
    Bloomberg L.P.
    New York, NY
  3. Crystal Barnes
    Vice President, Global Responsibility and Sustainability
    Nielsen
    New York, NY
  4. Drianne Benner
    Managing Director
    Appomattox Advisory, Inc.
    Director
    New York Society of Securities Analysts
    New York, NY
  5. Susan Beverly
    Director, Global Citizenship & Policy
    Abbott
    Chicago, IL
  6. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  7. Aaron Briggs
    Executive Counsel, Corporate, Securities & Finance
    GE
    New York, NY
  8. Jeffrey Chertoff
    Director & Advisor to Boards
    New York, NY
  9. Louis Coppola
    Executive Vice President & Partner
    Governance & Accountability Institute, Inc.
    New York, NY
  10. Jennifer Crutchfield
    Corporate Responsibility
    Measurement & Reporting Lead
    Adobe
    San Francisco, CA
  11. Ariel Evans
    Chief Executive Officer
    Evans Resource Group
    Tel Aviv, Israel
  12. Bahar Gidwani
    CEO
    CSRHub
    New York, NY
  13. Nicolas Grabar
    Partner
    Cleary Gottlieb Steen & Hamilton, LLP.
    New York, NY
  14. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  15. Evan Harvey
    Director, Corporate Responsibility
    Nasdaq
    Washington, D.C.
  1. Eric Israel
    Chief Financial Officer
    ECrent AMERICA Company Limited
    New York, NY
  2. Bruce M. Kahn
    Portfolio Manager
    Sustainable Insight Capital Management
    New York, NY
  3. Maureen Kline
    Vice President, Public Affairs & Sustainability
    Pirelli Tire North America
    New York, NY
  4. Emily Krull
    Manager of External Communications
    PNC Financial Services Group
    Pittsburgh, PA
  5. Riva Krut
    Vice President & Chief Sustainability Officer
    Praxair, Inc.
    Danbury, CT
  6. Bob Lamm
    Independent Senior Advisor, Deloitte Center for Board Effectiveness
    Deloitte
    Advisory Director
    Argyle
    Boca Raton, FL
  7. Nancy Mancilla
    Chief Executive Officer & Managing Director
    ISOS Group
    San Diego, California
  8. Tom Manning
    Member of the Board of Directors
    Dun & Bradstreet, CommScope, Clear Media Ltd., & The Demand Institute
    Chicago, IL
  9. Granville Martin
    Managing Director, Sustainable Finance
    JPMorgan Chase
    New York, NY
  10. Richard Pearl
    Vice President, Global Corporate Responsibility Officer
    State Street Corporation
    Boston, MA
  11. Brian Rice
    Portfolio Manager, Corporate Governance
    California State Teachers’ Retirement System
    West Sacramento, CA
  12. William G. Russell
    Principal
    Transitioning to Green
    Montville, NJ
  13. Giorgio Saavedra
    Integrated Reporting Lead
    The World Bank
    Washington, D.C.
  14. Kristen Sullivan
    Partner – Sustainability Services
    Deloitte & Touche L.L.P.
    New York, NY
  15. Faith Taylor
    Senior Vice President, Global Corporate Social Responsibility
    Wyndham Worldwide
    New York, NY
  16. Mark Tulay
    Director, Strategic Investor Initiative
    CECP
    Washington, D.C.

DELEGATES
  1. Mary Adams
    Founder
    Smarter-Companies
    Boston, MA
  2. Ameer H. Azim
    Director, ESG Research
    Silver Leaf Partners
    New York, NY
  3. Michelle Bachir
    Manager
    Deloitte
    New York, NY
  4. Lee Ballin
    Head of Sustainable Business Programs
    Bloomberg L.P.
    New York, NY
  5. Crystal Barnes
    Vice President, Global Responsibility and Sustainability
    Nielsen
    New York, NY
  6. Helena Barton
    Partner and Client Service Executive
    Deloitte
    New York, NY
  7. Tracy Baumgartner
    Executive Director, Sustainability
    Comcast Corporation
    Denver, CO
  8. Drianne Benner
    Managing Director
    Appomattox Advisory, Inc.
    Director
    New York Society of Securities Analysts
    New York, NY
  9. Susan Beverly
    Director, Global Citizenship & Policy
    Abbott
    Chicago, IL
  10. Lew Blaustein
    Founder and President
    GreenSportsBlog
    New York, NY
  11. Hank Boerner
    Chairman
    Governance & Accountability Institute, Inc.
    New York, NY
  12. Aaron Briggs
    Executive Counsel, Corporate, Securities & Finance
    GE
    New York, NY
  13. Arnaud Brohe
    Chief Executive Officer
    CO2logic
    New York, NY
  14. Andrew Budsock
    Environment and Sustainability Delegate
    Harvard Project for Asian and International Relations (HPAIR)
    New York, NY
  15. Maureen Bujno
    Managing Director, Center for Board Effectiveness
    Deloitte
    New York, NY
  16. Ross Campbell
    Director, Investor Relations
    AECOM
    Los Angeles, CA
  17. Diane Cheadle
    Senior Account Executive
    Curran & Connors, Inc.
    New York, NY
  18. Jeffrey Chertoff
    Director & Advisor to Boards
    New York, NY
  19. Louis Coppola
    Executive Vice President & Partner
    Governance & Accountability Institute, Inc.
    New York, NY
  20. Diana Cosgrove
    Director, EHS Governance
    Danaher Corporation
    Dallas, Texas
  21. Jeffrey Crawford
    Program Officer
    United Nations Department of Economic and Social Affairs (UN-DESA)
    New York, NY
  22. Jennifer Crutchfield
    Corporate Responsibility
    Measurement & Reporting Lead
    Adobe
    San Francisco, CA
  23. Susan Jin Davis
    Senior Vice President, Environmental Affairs and Chief Sustainability Officer
    Comcast Corporation
    Philadelphia, PA
  24. Mert Demir
    Research Associate
    Weissman Center for International Business
    Baruch College/CUNY
    New York, NY
  25. Daniel Doyle
    Fellow and Senior Analyst
    G&A Institute
    New York, NY
  26. Rob Du Boff
    Senior Sector Analyst
    JUST Capital
    New York, NY
  27. Andrew Eil
    Contributing Writer
    Bloomberg BNA
    New York, NY
  28. Ariel Evans
    Chief Executive Officer
    Evans Resource Group
    Tel Aviv, Israel
  29. Christina Forst
    Senior Director, Communications
    Framework LLC
    Stamford, CT
  30. Bernhard Frey
    Senior Manager, Environment, Climate and Reporting
    United Nations Global Compact
    New York, NY
  31. Bahar Gidwani
    CEO
    CSRHub
    New York, NY
  32. Ann Goodman
    Affiliate Faculty
    CUNY Advanced Science Research Center (ASRC)
    New York, NY
  33. Nicolas Grabar
    Partner
    Cleary Gottlieb Steen & Hamilton, LLP.
    New York, NY
  34. David Hackett
    Partner
    Baker & McKenzie
    Chicago, IL
  35. Evan Harvey
    Director, Corporate Responsibility
    Nasdaq
    Washington, D.C.
  36. Kellen Hix
    Senior Manager, Client Account Management, Financial Services
    Deloitte & Touche L.L.P.
    Denver, CO
  37. Anita Househam
    Senior Manager, LEAD & Supply Chain Sustainability
    UN Global Compact
    New York, NY
  38. Eric Israel
    Chief Financial Officer
    ECrent AMERICA Company Limited
    New York, NY
  39. Carol Jeppesen
    Senior US Network Manager
    PRI
    New York, NY
  40. Bruce M. Kahn
    Portfolio Manager
    Sustainable Insight Capital Management
    New York, NY
  41. Susanne Katus
    Vice President of Business Development
    eRevalue
    New York, NY
  42. Maureen Kline
    Vice President, Public Affairs & Sustainability
    Pirelli Tire North America
    New York, NY
  43. Mark Kinarney
    Vice President
    Credit Suisse
    New York, NY
  44. Emily Krull
    Manager of External Communications
    PNC Financial Services Group
    Pittsburgh, PA
  45. Riva Krut
    Vice President & Chief Sustainability Officer
    Praxair, Inc.
    Danbury, CT
  46. Mirza Kurtalic
    Senior Financial Officer
    The World Bank
    Washington D.C.
  1. Bob Lamm
    Independent Senior Adviser, Deloitte Center for Board Effectiveness
    Deloitte
    Advisory Director
    Argyle
    Boca Raton, FL
  2. Allison Lee
    Associate Director, Executive Programs
    MIT Sloan School of Management
    Cambridge, MA
  3. Michael Levine
    Vice President and Managing Counsel, Sustainability and CSR
    Under Armour
    Baltimore, Maryland
  4. Wanda Lopuch
    Chair of the Board
    Global Sourcing Council
    New York, NY
  5. Paula Luff
    Founder & Chief Executive Officer
    Viso Strategies Corporation
    New York, NY
  6. Sonal Mahida
    Director
    Intentional Endowments Network
    New York, NY
  7. Nancy Mancilla
    Chief Executive Officer & Managing Director
    ISOS Group
    San Diego, California
  8. Tom Manning
    Member of the Board of Directors
    Dun & Bradstreet, CommScope, Clear Media Ltd., & The Demand Institute
    Chicago, IL
  9. Granville Martin
    Managing Director, Sustainable Finance
    JPMorgan Chase
    New York, NY
  10. Brigham McNaughton
    Director, Sustainable Business Solutions
    PwC
    Freeport, ME
  11. Ariel Meyerstein
    Vice President, Labor Affairs, Corporate Responsibility, & Corporate Governance
    United States Council for International Business
    New York, NY
  12. Scott Morris
    Vice President, Environmental, Health and Safety
    Knoll
    East Greenville, PA
  13. David Ngata
    Financial Officer
    The World Bank
    Washington D.C.
  14. Faith Nicholas
    Analyst
    Framework LLC
    Stamford, CT
  15. Thomas O’Connor
    Director of Internal Audit
    Urban Outfitters
    Philadelphia, PA
  16. Rohan Padhye
    Assistant Director, PSEG Institute for Sustainability Studies
    Montclair State University
    Montclair, NJ
  17. Tim K. Pagel
    Principal Communication Specialist, Financial and Sustainability Communications
    NextEra Energy, Inc.
    Juno Beach, FL
  18. Richard Pearl
    Vice President, Global Corporate Responsibility Officer
    State Street Corporation
    Boston, MA
  19. Marcela I. Pinilla
    Senior Analyst, Catholic Responsible Investing
    CBIS
    New York, NY
  20. Chris Plunkett
    ‎Managing Director
    Brainerd Communicators, Inc.
    New York, NY
  21. Jeffrey Pochowicz
    Senior Counsel
    McDonald’s Corporation
    Oak Brook, IL
  22. Michael Poisson
    Managing Director, North America
    IdealRatings
    New York, NY
  23. John Queenan
    Senior Director, Global CSR and Sustainability
    ADP
    Roseland, NJ
  24. Brian Rice
    Portfolio Manager, Corporate Governance
    California State Teachers’ Retirement System
    West Sacramento, CA
  25. Juliet Russell
    Intern
    Governance & Accountability Institute, Inc.
    London, United Kingdom
  26. William G. Russell
    Principal
    Transitioning to Green
    Montville, NJ
  27. Giorgio Saavedra
    Integrated Reporting Lead
    The World Bank
    Washington, D.C.
  28. Alex Schwarz
    CSR-S Monitor Lead Analyst
    Weissman Center for International Business
    Baruch College/CUNY
    New York, NY
  29. Gregg Sgambati
    Managing Director, Head of ESG Solutions
    S-Network Global Indexes
    New York, NY
  30. Alison Spencer
    Data Specialist
    CodeGreen Solutions
    New York, NY
  31. Amy Springsteel
    Assistant Vice President, Corporate Responsibility
    Voya Financial
    New York, NY
  32. Kristen Sullivan
    Partner – Sustainability Services
    Deloitte & Touche L.L.P.
    New York, NY
  33. Faith Taylor
    Senior Vice President, Global Corporate Social Responsibility
    Wyndham Worldwide
    New York, NY
  34. Brian Tomlinson
    Associate Director, Fiduciary Duty
    PRI and UNEP FI
    London, United Kingdom
  35. Paul Thompson
    Consultant
    Global Accountancy Profession Development
    New York, NY
  36. Amy Tuininga
    Director, PSEG Institute for Sustainability Studies
    Montclair State University
    Montclair, NJ
  37. Mark Tulay
    Director, Strategic Investor Initiative
    CECP
    Washington, D.C.
  38. Emma Tuzinkiewicz
    ESG Project Coordinator
    KKR
    New York, NY
  39. Inna Vodovoz
    Senior Manager
    Deloitte
    Stamford, CT
  40. John Vogt
    Vice President, Business Development and Operations
    Q4 Inc.
    New York, NY
  41. Christopher Walker
    Director, North America
    World Business Council for Sustainable Development (WBCSD)
    New York, NY
  42. Deb Wasser
    Executive Vice President
    Edelman Financial Communications
    New York, NY
  43. Brian Werner
    Account Manager
    Trucost
    Philadelphia, PA
  44. Fiona Woody
    Sustainable Reporting and Integration Lead
    Monsanto
    St. Louis, MO

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