Integrated Reporting
Loyola University Chicago The Quinlan School of Business Center for Risk Management
New Legal and Regulatory Terrain Outlook for Companies and Risk Managers
March 20, 2015
ENGAGE
ENGAGE
with risk managers, legal expertise, risk consultants and academics on reform regulation and challenges/ opportunities through implementation.
DISCOVER
DISCOVER
how recent regulatory reforms will advance the role of risk managers and experts advising them.
APPLY
APPLY
emerging practices designed to help risk managers in fulfilling their responsibilities.
INTEGRATED REPORTING: SERIES I
PROGRAM AGENDA
| Time | Description |
|---|---|
| 8:45-9:00 | Opening Remarks Michael Kobori, Vice-President, Sustainability, Levi Strauss & Co. |
| 9:00-9:15 | Where Is Integrated Reporting? Outlook for U.S. and Europe Michael P. Krzus, President, Mike Krzus Consulting |
| 9:15-10:00 | Lost in the “S” Word: Why Sustainability is Fogging Up Company Aspirations for Creating Long Term Value Facilitators: Tracey Rembert, Senior Manager of Investor Engagement, Ceres Mark A. Serwinowski, President and Founder, MetaVu, Inc. |
| 10:00-10:15 | Refreshment Break |
| 10:15-11:00 | Connectivity of Capital and Core Risks: When to Employ a Holistic Approach in Aligning Risk, Capital and Opportunity Facilitators: Susanne Katus, VP Business Development, Americas, eRevalue |
| 11:00-11:45 | A Window into a Company’s Future: What Does Integrated Reporting Offer Institutional Shareholders in Helping to Make Better Buy, Sell or Hold Decisions? Facilitators: Michael Muyot, President, CRD Analytics Evan Harvey, Director of Corporate Responsibility, Nasdaq |
| 11:45-1:15 | Tools & Engagement Tips for Companies and Institutional Shareholders: How to Assess the Tie-In between Value Creation and Management of Capital, Risk and Opportunity Facilitators: Anne Sheehan, Director of Corporate Governance, California State Teachers’ Retirement System Aleen Bayard, Managing Partner, Footprint Partners |
SESSION LEADERS
DELEGATES
- Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL - John Edelman
Managing Director
Global Engagement and Corporate Responsibility
Edelman
Chicago, IL - David Hackett
Partner
Baker & McKenzie
Chicago, IL
- Jerome Harper Vice President
Corporate Social Responsibility
Northern Trust
Chicago, IL - Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL - Sandra S. Martin
Managing Director
Martin Investment
Management, LLC
Evanston, IL
SPONSORS
INTEGRATED REPORTING: SERIES II
PROGRAM AGENDA
| Time | Description |
|---|---|
| 12:30-12:35 | Opening Remarks and Refreshments John Edelman, Managing Director, Global Engagement and Corporate Responsibility, Edelman |
| 12:35-12:40 | Announcements & updates |
| 12:40-1:30 | Briefing: Global Momentum and Tangible Examples Facilitator: Aleen Bayard, Managing Partner, Footprint |
| 1:30-2:15 | Concurrent Sessions Begin A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part c1) Refreshments served |
| 2:15-3:30 | A Question of Form? Preparer ‘Wants’ and User ‘Needs’ (Part 2) |
| 3:30-4:15 | From Competing Interests to Collaborative Engagement Facilitator: Jerome Harper, Vice President, Corporate Social Responsibility, Northern Trust |
| 4:15-5:00 | Navigating Management Buy-In for Non-Mandated Disclosures Facilitator: Michael P. Krzus, President, Mike Krzus Consulting |
| 5:00-5:30 | Concurrent sessions join for closing plenary From Theory to Practice: Preview of IIRC Guidance Priorities |
| 5:30-6:30 | Networking Reception |
SESSION LEADERS
DELEGATES
- Aleen Bayard
Managing Partner
Footprint Partners
Chicago, IL - John Edelman
Managing Director
Global Engagement and Corporate Responsibility
Edelman
Chicago, IL - David Hackett
Partner
Baker & McKenzie
Chicago, IL
- Jerome Harper Vice President
Corporate Social Responsibility
Northern Trust
Chicago, IL - Michael P. Krzus
President
Mike Krzus Consulting
Chicago, IL - Sandra S. Martin
Managing Director
Martin Investment
Management, LLC
Evanston, IL
SPONSORS
