Integrated Reporting Roundtable Series I

Emerging Best Practices and Tools for Companies and Institutional Shareholders
March 1, 2016
Dallas/Fort Worth, TX

Engage

with peer companies, institutional shareholders and subject matter experts on how to assess the potential of creating an integrated report.

Discover

how to identify and address the challenges involved in creating an integrated report along with potential costs and benefits.

Apply

best practices in assessing the viability of creating an integrated report gathered through peer exchange and interaction with subject matter experts.

ABOUT THE PROGRAM
PROGRAM AGENDA

Time Description
8:45-9:00 Opening Remarks
Ray J. Pfeiffer Jr., PhD, Associate Dean for Undergraduate Programs & Professor of Accounting, Neeley School of Business, TCU
9:00-9:15 Where Is Integrated Reporting? Outlook for U.S. and Europe Presentation
Presenter:

Doug Park, JD, PhD, Director, Legal Policy & Outreach, SASB
9:15-10:00 Lost in the “S” Word: Why Sustainability is Fogging Up Company Aspirations for Creating Long-Term Value
Facilitators:

James E. Groff, PhD, CMA, Professor and Chair, Department of Accounting, University of Texas at San Antonio
Doug Park, JD, PhD, Director, Legal Policy & Outreach, SASB
10:00-10:15 Refreshment Break
10:15-11:00 A Window into a Company’s Future: What Does Integrated Reporting Offer Institutional Shareholders in Helping to Make Better Buy, Sell or Hold Decisions?
Facilitator:

Gail Avery, Senior Financial Analyst, US Department of Housing and Urban Development
11:00-11:45 Materiality: How It is Defined and What It Means for Your Company
Facilitator:

Gregg Anderson, CIA, CRMA, Director, Crowe Horwath LLP
11:45-12:30 “The” Capitals: A Review, How They Work
Facilitator:
12:30-1:15 Networking Luncheon
1:15-2:00 Connectivity of Capital and Core Risks: When to Employ a Holistic Approach in Aligning Risk, Capital, and Opportunity
Facilitator:

Kary Pierce, Senior Accountant, Skorpios Technologies Inc.
2:00-2:45 Tools & Engagement Tips for Companies and Institutional Shareholders: When and How to Collaborate
Facilitator:

Donna Meyer, PhD Director of Shareholder Advocacy, Mercy Investment Services, Inc.
2:45-3:00 Refreshment Break
3:00-3:45 How Should Shareholders Assess the Tie-In Between Value Creation and Management of Capital, Risk, and Opportunity
Facilitator:
3:45-4:30 Navigating Management Buy-In for Non-Mandated Disclosures
Facilitator:

Ann Marley Chilton, Global Compliance Officer; Regional Managing Attorney for US/Canada, ERM (Environmental Resources Management)
4:30-4:45 Recap, Program Adjourns
Presenter:

Ray Pfeiffer, Associate Dean for Undergraduate Programs & Professor of Accounting, Neeley School of Business, TCU

FACILITATORS
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Gail Avery
    Senior Financial Analyst
    US Dept. of Housing and Urban Development
    Ft. Worth, TX
  3. Ann Marley Chilton
    Global Compliance Officer;
    Regional Managing Attorney for US/Canada
    ERM (Environmental Resources Management)
    Austin, TX
  4. James Groff, PhD, CMA
    Professor and Chair
    Department of Accounting
    University of Texas at San Antonio
    San Antonio, TX
  1. Donna Meyer, PhD
    Director of Shareholder Advocacy
    Mercy Investment Services, Inc.
    Houston, TX
  2. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  3. Ray J. Pfeiffer Jr., PhD
    Associate Dean for Undergraduate Programs & Professor of Accounting
    Neeley School of Business, TCU
    Fort Worth, TX
  4. Kary Pierce
    Senior Accountant
    Skorpios Technologies Inc.
    Albuquerque, NM
DELEGATES
  1. Gregg Anderson, CIA, CRMA
    Director
    Crowe Horwath LLP
    Chicago, IL
  2. Gail Avery
    Senior Financial Analyst
    US Dept. of Housing and Urban Development
    Ft. Worth, TX
  3. Ann Marley Chilton
    Global Compliance Officer;
    Regional Managing Attorney for US/Canada
    ERM (Environmental Resources Management)
    Austin, TX
  4. James Groff, PhD, CMA
    Professor and Chair
    Department of Accounting
    University of Texas at San Antonio
    San Antonio, TX
  1. Donna Meyer, PhD
    Director of Shareholder Advocacy
    Mercy Investment Services, Inc.
    Houston, TX
  2. Doug Park, JD, PhD
    Director, Legal Policy & Outreach
    SASB
    San Francisco, CA
  3. Ray J. Pfeiffer Jr., PhD
    Associate Dean for Undergraduate Programs & Professor of Accounting
    Neeley School of Business, TCU
    Fort Worth, TX
  4. Kary Pierce
    Senior Accountant
    Skorpios Technologies Inc.
    Albuquerque, NM

SPONSORS


PROGRAM SPONSOR
PROGRAM SPONSOR

STRATEGIC PARTNER
STRATEGIC PARTNER

STRATEGIC PARTNER
STRATEGIC PARTNER

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