2021 - Compliance with Environmental, Social, and Governance (ESG) Requirements

November 11th, 2021 (9:00 AM - 3:00 PM PST)
Session 1 – ESG in a nutshell
We set the scene for this highly relevant and topical subject by explaining what ESG is.
We do this by examining the three central factors used in measuring the sustainability and societal impact of an investment in a company or business namely;
The environmental criteria that addresses a company’s operations environmental impact, and environmental stewardship.
The social criteria that look at how a company manages relationships with and creates value for stakeholders, and
Governance, which deals with a company’s leadership & management philosophy, practices, policies, internal controls, and shareholder rights.
Session 2 – The Evolution of ESG
A Short History and Evolution of ESG
ESG’s Growth into the Mainstream
Session 3 – ESG Examples
In this session, we look at three examples of high profile, financially material ESG incidents, which influenced greater client demand for transparency and regulator demand for ESG to be recognized as a fiduciary duty.
BP - Deepwater Horizon
Volkswagen – Diesel Emission Tests
Facebook – Cambridge Analytica
Session 4 – Sustainable Investing & ESG
We examine and compare the different type of sustainable investment.
Socially Responsible Investing (SRI).
Impact Investing.
Green Bonds.
ESG.
Session 5 – Why does ESG Matter?
We examine why is important and why ESG has such a significant positive impact on fundamental business issues relevant to the long-term success of any company in terms of;
Corporate reputation.
Risk reduction.
Opportunity management.
Cultural and intrinsic values.
Session 6 – Key ESG Factors
ESG factors have a material impact on a wide spectrum of industries.
Environmental – Climate change, Natural resources scarcity, Pollution and waste
Impact of Environmental Factors
Social - Community engagement, Responsible sourcing
Impact of social factors
Governance - Board quality, diversity and effectiveness, reporting, transparency, business ethics, executive compensation
Impact of Governance Factors
Materiality of ESG issues in the corporate environment
Session 7 – ERG Risks and Opportunities
ESG issues often create new risks that affect supply chains, other industries or even whole communities. We examine some of these risks.
Session 8 – Corporate Pressure and Stakeholder Expectations
Who are the stakeholders and why are they important?
Overall stakeholder expectations
Session 9 - Demands on Corporate Supply Chains
Modern demands on supply chains.
Session 10 - Key Considerations for Companies & Investors
Reporting, Transparency, and Valuation
ESG and Competitive Advantage
Session 11 - ESG Investing Trends
ESG Investing Trends & Fund Performance
Corporate & Investor Initiatives
Initiative Impacts
Session 12 – An ESG Checklist
Today more than ever before, companies are being pressured to justify their environmental, social and governance (ESG) status due to scrutiny from investors, the SEC and other regulatory bodies.
However many firms are struggling to find a way to achieve ESG in a meaningful way – that is, going beyond saying “we recycle” – and embedding ESG on an enterprise level.
what investors are looking for when evaluating ESG compliant companies.
steps for taking a risk-based approach to understand how your organization can best achieve ESG compliance, and
how ERM best practices can help you evaluate your ESG readiness.
Session 13 – Myths about ESG
To create a better understanding of the growing ESG trend, we present a fact check on five common ESG myths.