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.
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 |
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