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CPE credits provided by Grant Thornton | CLE credits provided by Alston & Bird

PRIME SPONSORS

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Date

May 2nd, 2018

Location

Grant Thornton, 757 3rd Avenue, NY

Speaker

31 Speakers

Tickets

150 Seats

Date

May 2nd, 2018

Location

Grand Thornton, NY

Speaker

31 Speakers

Tickets

150 Seats

Discover how good governance, environmental sustainability and social stewardship can drive profit for your firm

Join us again on Wednesday - May 2nd, 2018

Registration is now open for the 3rd annual Sustainability Investment Leadership Council (SILC) Conference

Register Now

"In the fourth industrial revolution, corporations  will be key in transforming  the world for the better."

Herve P. Duteil

Managing Director BNP Paribas

"we really think about employee engagement  as a key driver of the sweet spot for companies-it connects the employee's passion and interest with community need and with company interest."

Madden DeGarmo Manion

Chief Development  Officer, Points of Light

"The CFO has to become a chief value officer. He is the true change maker inside a company" 

Mervyn E. King

PHD, LLD, Senior Counsel

"Reporting on sustainability can be combined with financial reporting, and companies are taking steps to communicate this broader perspective to the public" 

Kristen B. Sullivan, CPA, CGMA,

Partner, Deloitte & Touche LLP

At SILC, you will:

Learn how to implement sustainability practices such as integrated reporting, sustainable policies and good governance at your and clients’ firms.

Meet other attorneys, accountants, investors, and financial professionals in the global investment community.

Make personal connections and take home a practical understanding of how sustainability can drive profit for your and your clients’ firms.

Why attend SILC?

The annual Sustainability Investment Leadership Council (SILC) New York event is dedicated to sustainability and the investment community. SILC facilitates dialogue and provides practical tools to drive value creation by understanding a firm’s strategic inputs and managing risk.

Learn from and interact with an international lineup of luminaries including accountants, lawyers, investors and corporate executives as they discuss current sustainability trends, themes and issues affecting businesses and their stakeholders.

Discover key strategies and learn practical tools for implementing sustainability best practices to benefit your firm and your clients.

Network with panelists and peers and share experiences on incorporating sustainability.

Do all of this while earning CLE and CPE credits!

Our 2018 Speakers

SILC brings together an amazing lineup of sustainability and corporate luminaries, from attorneys and CPAs to CEOs and CFOs to environmental experts and champions for social change.

Helena Barton
Partner and Client Executive, Deloitte
Robert M. Carlson
President-Elect, ABA
Patsy Doerr
Global Head of CSR, Thomson Reuters
Lee A. DeHihns, III.
Partner (Retired), Alston & Bird LLP
Mary Ann DiMascio
Senior Manager, Ceres, Inc.
Anisa Dougherty
Analyst, Tiedemann Wealth Management
Jonathan Eaton
Principal, Supply Chain, Grant Thornton
Michelle Edkins
Managing Director, BlackRock
Dennis Frio
Managing Director, Grant Thornton LLP
Deborah Goldstein
Founder, DRIVEN Professionals
Janine Guillot
Director of Capital Markets Policy, SASB
Michael B. Gerrard
Dir, Sabin Center, Columbia University
Suzanne Hopgood
President & CEO, The Hopgood Group LLC
Mike Krzus
President of Mike Krzus Consulting
Frank Kurre
Managing Partner, Grant Thornton
Michael Kraten
Accounting Prof, Providence College
J. Michael Kirkland
Past President NYSSCPAs, JMK Consulting
Robert Laux
North American Lead, IIRC
Michael Littenberg
Partner, Ropes & Gray LLP
Barry C. Melancon
President & CEO, AICPA
Rumbi Bwerinofa-Petrozzello
Principal, Rock Forensics, LLC
Andrea Schmitz
Vice President of Environment, Health and Safety, Con Edison
Julie Shafer
Strategic Investments, BNP Paribas
Kristen Sullivan
Partner, Deloitte & Touche LLP
Marc L. Rinaldi
Partner-in-Charge, PFK O’Connor Davies
Sarah Tomolonius
Conference Chair, Co-Founder, SILC
Jeffrey Yin
General Counsel, XO Group Inc
Tensie Whelan
Professor of Business and Society, NYU
Ashley Wolitzer
Corporate Social Responsibility, Revlon
Christian Frutiger
VP & Head of Public Affairs, Nestle

“Sustainability is the strategy that ensures an enterprise’s super-longevity. This means practicing fierce reputational protection, dealing in a fair and balanced way with employees and suppliers, respecting the environment and engaging with the entire stakeholder community.”

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Corporate Council Sponsors

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Premiere Sponsors

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Supporting Sponsors

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Event Sponsors

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Partners

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Position your firm in front of the most influential professionals in the accounting, legal and investor industries at the fastest-growing sustainability conference in the U.S.

Please contact us by using the contact form under sponsors or call 646 879 6393

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Partner and Client Executive, Deloitte

Helena Barton

CSR expert ► 15 years’ global experience in CSR governance, risk and compliance, advising
companies, investors and multi-lateral agencies on social, environmental and governance
risks.

Reporting and Assurance ► Strong expertise in CSR / Sustainability reporting and assurance, using international principles and guidelines such as Global Reporting Initiative, UN Global Compact, UN Guiding Principles on Business and Human Rights, ISO 26000 and OECD Guidelines for Multinational Enterprises.

Governance and Management Systems ► Lead auditor and verifier of CSR management systems and reporting, using standards such as ISO 26000 / DS 490001 and AA1000AS as well as OECD principles.

Standards Development ► Active contributor to leading CSR / Sustainability frameworks, standards and associations, including Global Reporting Initiative, AccountAbility, International Integrated Reporting Council, and Roundtable on Sustainable Biofuels.

Social Impacts ► Social Anthropologist, PhD, with international experience in dilemmas around human / labour / land rights, rural development and community politics as well as related stakeholder engagement, due diligence and social impact assessments.

Communication ► Skilled writer and technical editor as well as lecturer, thesis superviser and public speaker on CSR issues.

Project Management ► Extensive experience gained through international assignments, running long-term, complex, multi-site and multi-disciplinary projects with geographically spread team members.

Specialties: Sustainability – Corporate Responsibility – CSR – Corporate Governance – Standard-setting and certification – Reporting – Verification – Assurance – Communication – Risk assessment – Teaching – Training – Stakeholder Engagement – ISO26000 – DS49001 – SRI – Sustainable investment – Social impact assessment – Human rights – Labour rights – Resistance to fraud and corruption – Equator Principles – Sustainable biofuels

President-Elect, ABA

Robert M. Carlson

Robert M. Carlson, a shareholder with the Butte, Montana, law firm of Corette Black Carlson & Mickelson, P.C., is president-elect of the American Bar Association and will become president of the 400,000-member organization in August 2018.

 

Carlson has served in many national and state bar leadership positions, including as president of the State Bar of Montana from 1993 to 1994. From 2012 to 2014, he was chair of the ABA’s policymaking House of Delegates, the association’s second-highest elected office. He has served two terms on the ABA Board of Governors and its Executive Committee, chairing its Executive Compensation Committee. Carlson has also served in the ABA House of Delegates as both Montana’s state bar delegate and state delegate and as a delegate at large. He is a life patron fellow and past state chair of the Fellows of the American Bar Foundation and was a member of the Executive Council of the National Conference of Bar Presidents.

 

Carlson’s other previous ABA leadership positions include service as chair and member of the ABA Day in Washington Planning Committee, chair and member of the Standing Committee on Meetings and Travel, and member of the Standing Committee on Bar Activities and Services, Commission on Racial and Ethnic Diversity in the Profession, Council of the ABA Section of International Law, and co-chair of the ABA Section of Litigation’s ABA Resource Committee. He was Board of Governors liaison to the ABA Standing Committee for Bar Activities and Services, Dispute Resolution Section, and Commission on Homelessness and Poverty.

 

In addition to serving as president of the State Bar of Montana, Carlson has chaired the state bar’s Board of Trustees and, since 1995, has served as a member of the Montana Supreme Court’s Character and Fitness Commission. Since 1994, he has been a member of the University of Montana Law School’s Clinical Board of Visitors. Carlson has served as lawyer representative to the Federal District of Montana, as Montana co-chair of the Ninth Circuit’s Lawyer Representatives Coordinating Committee, and as chair of the state bar’s Ad Hoc Committee on Discipline.

 

Carlson’s other professional affiliations include the International Association of Defense Counsel, Defense Research Institute, Montana Defense Trial Lawyers Association, and former board member of the Montana Justice Foundation. He is also a former board member of the Butte Emergency Food Bank, past president and former board member of the Butte Exchange Club, former member and vice president of the Butte Uptown Association, and former board member of the University of Montana Alumni Association.

 

Carlson’s civil trial and mediation practice primarily involves insurance defense, products liability and insurance coverage. Before entering private practice, he was staff attorney for the Montana Department of Business Regulation and a law clerk for the Montana Supreme Court. He earned his B.A. with honors from the University of Montana and his J.D. from the University of Montana School of Law.

Global Head of CSR, Thomson Reuters

Patsy Doerr

Patsy Doerr is responsible for overseeing the company’s corporate social responsibility, diversity & inclusion and sustainability functions. Patsy has over 20 years of experience in talent, learning, organizational development, diversity and inclusion, employee recognition and customer engagement mainly in investment banking. She has held a number of global leadership roles at JPMorgan, Deutsche Bank and Credit Suisse, in New York, London and most recently, Hong Kong.

Prior to joining Thomson Reuters, Patsy was responsible for talent and learning, employee recognition, alumni relations and the global centers of excellence development effort at Credit Suisse in Asia Pacific. She was based in Hong Kong, but her responsibilities spanned 14 countries across the region. She has extensive experience with panel moderation, facilitation, communications and presentation. She was the key interviewer for CSTV in APAC and in that role, had the opportunity to work with Roger Federer and Tony Fernandes, CEO of Air Asia. She is a frequent guest speaker at various organizations, universities and schools, and is certified in a number of personality profiling and team building tools. She is passionate about supporting a diverse, global environment to support business goals. She was recently awarded with the Tri-State Diversity Council – Most Powerful & Influential Woman award and the Promoting Workforce Diversity & Gender Equality award for the Banking, Financial and Insurance industry sector by City State Reports.

Patsy sits on the Board of Trustees for Marymount School for Girls, where she is also the President of the Alumni Association. She is also a member of the YMCA Leadership Committee, the 30% Club Steering Committee, the Business Advisory Board for PFLAG and a member of the Steering Committee for All in Together. Patsy has a BS in Biology (pre-medicine) from Washington and Lee University in Lexington, VA and a Master of Science (summa cum laude) in Adult Learning and Organizational Development from Fordham University in New York, NY. Patsy is an avid runner, focusing on half marathons and marathons all over the world, including Cambodia, Australia, Hong Kong, Macau, New York City, and most recently, London. She has two children (a 13 year old son, Nicholas and 10 year old daughter, Ella) and lives on the Upper East Side of Manhattan.

Partner (Retired), Alston & Bird LLP

Lee A. DeHihns, III.

Lee DeHihns is a member of the firm’s Environmental and Land Use Group. He has practiced environmental law since 1974. He concentrates on regulatory matters and defensive litigation matters, including corporate audits, compliance program development, debarment, white-collar criminal defense, air quality, hazardous waste, water quality and wetlands matters for industrial and municipal clients. He is an author on the topics of water quality and quantity, corporate environmental responsibility, and citizen suits, and a frequent speaker to professional organizations, including the American Bar Association, the State Bar of Georgia, the Association of County Commissioners of Georgia, the Georgia Municipal Association, and the Atlanta Bar Association. He is listed in The Best Lawyers in America. Mr. DeHihns was ranked as a leading environmental lawyer in Chambers USA: America’s Leading Business Lawyers 2005. He is the Chair of the American Bar Association’s Section of Environment, Energy and Resources 2005-2006, he was previously a member of the Council, 2001-2004, and Chair of the Water Quality and Wetlands Committee, 1999-2001 and a Vice Chair of that Committee, 1997-1999. Lee joined the firm in 1990 after serving four years as Deputy Regional Administrator of USEPA Region 4, the Agency’s senior career position in the Southeast. His career began with USEPA in 1974 in Washington, D.C. where he rose to the position of Associate General Counsel. Lee received a Senior Executive Service Meritorious Rank Award from President Bush in 1989.

Senior Manager, Ceres, Inc.

Mary Ann DiMascio

Mary Ann is a Senior Manager for the Company Network at Ceres. She advises network member companies in the food, beverage and healthcare sectors on how to implement sustainable business strategies and utilize robust stakeholder engagement, goal setting and disclosure to advance their sustainability performance and leadership.

Mary Ann also led the development of Engage the Chain, Ceres’ investor guide on agricultural supply chain risk, which overviews the environmental and social challenges associated with the production of eight commonly sourced commodities—beef, corn, dairy, fiber-based packaging, palm oil, soybeans, sugarcane and wheat—and gives specific examples of reputational, market, operational, litigation and regulatory risks that food companies may face as a result of these impacts. Engage the Chain provides investors with details on the key drivers of financial risk in ag supply chains, along with guidance on the steps they can take to evaluate associated risks in their own portfolios.

Prior to joining Ceres, Mary Ann spent 7 years in the Corporate Social Responsibility team at Dunkin’ Brands (Dunkin’ Donuts and Baskin-Robbins), where she helped initiate and build the company’s sustainability program. She provided internal expertise on a range of issues including sustainable agriculture, waste and recycling, sustainable packaging, energy and climate, animal welfare and shareholder advocacy, and led the company’s CSR reporting and disclosure process. She also gained a broad knowledge of franchising and the food and beverage industry through 7 years in the company’s legal team.

Analyst, Tiedemann Wealth Management

Anisa Dougherty

Principal, Supply Chain, Grant Thornton

Jonathan Eaton

Jonathan is the practice leader for Grant Thornton’s National Supply Chain Practice. With over 20 years of Supply Chain experience, Jonathan has spent the majority of his career advising large multinational companies and middle market companies across multiple industry sectors on how to best transform their supply chains. His industry experience covers Consumer & Industrial Products, Food & Beverage, Retail, Auto Aftermarket, Auto OEM, Utilities, Oil & Gas, Life Sciences, Technology, and Financial Services. He also has significant experience with turnarounds, post-merger integration, divestitures, and technology implementations.

 

Jonathan is best recognized for his ability to help clients define their supply chain strategy in response to changing market conditions and other disruptive forces and subsequently helping them transform their supply chains to provide higher customer satisfaction while balancing their inventory and service commitments and minimizing their total supply chain costs.

 

Jonathan most recently worked at Chainalytics, LLC where he was an Industry Supply Chain Partner focused on the supply chain issues of a portfolio of the firm’s largest and most complex clients. Prior to that, Jonathan was a Senior Director at IHS with global responsibility for the Supply Chain / MRO Intelligence Practice.

Managing Director, BlackRock

Michelle Edkins

I am Global Head of BlackRock’s Investment Stewardship team of 31 specialists based in five key regions internationally. I am responsible for the team’s engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. This includes engaging companies on how well they manage the significant environmental and social impacts of their businesses. In addition, I am an active participant in the public corporate governance debate and regularly speak and write on the importance of good stewardship for company performance. I am a member of BlackRock’s Global Operating, Human Capital and Government Relations Steering Committees. I am involved in a number of public and private initiatives in the field of corporate governance and stewardship.

Managing Director, Grant Thornton LLP

Dennis Frio

Dennis facilitated the creation of a global third-party risk consortium working directly with four global investment and wealth management companies and a selected operating company.  In addition, Dennis has deep expertise in optimizing a firm’s Finance, Source to Pay and 3rd Party Risk management operations within the Financial Services and Pharmaceutical industries.  More specifically, he has experience managing a broad array of initiatives designed to reduce costs, improve efficiency or manage risk:

  • 3rd Party Risk Management & Remediation
  • Third Party Systems Implementations
  • Expertise in third-party regulations (OCC, FRB, FDIC, CFPB)
  • Source to Pay and Finance process optimization
  • Full lifecycle procure to pay and system implementations
  • Shared Service and Outsourcing assessments

Dennis was with a global banking and wealth management company, where he was responsible for the strategic direction of their Source to Pay technology, Travel and reporting data warehouses.  He led the selection and implementation of the firm’s T&E tool and vendor risk management solutions including on-boarding procedures integrated with newly instituted risk management protocols.  Dennis developed and executed a global shared service center strategy reducing operating costs by 50%. He also established one Procure to Pay operation with defined accountability under Finance leadership.

Prior to Grant Thornton,  Dennis worked for 14 years at Price Waterhouse providing expertise to Fortune 500 companies throughout the United States, Europe and Asia-Pacific across a broad range of business and technical disciplines including both shared service and outsourcing assessments, finance and supply chain process and organizational redesign and full lifecycle Source to Pay system implementations.

Founder, DRIVEN Professionals

Deborah Goldstein

Deborah Goldstein is a recovering restaurateur who founded DRIVEN Professionals to assist motivated professionals in reaching their career goals without sacrificing the abundance life has to offer. DRIVEN’s programming is designed to address the pandemic of stress, to build cultures of workplace trust, to promote intentional productivity, and to empower human capital to leverage the kind of corporate emotional intelligence that will lead to an engaged workforce.

 

Deborah is an Enhanced Practitioner of Conversational Intelligence (C-IQ), and brings that body of work to individual coaching and group workshops. C-IQ gives us the power to influence our neurochemistry and the neurochemistry of those we converse with IN THE MOMENT. Resulting strengthened relationships.

 

Deborah is a member of the Forbes Coaches Council, and is a frequent contributor to Iris. She has been featured on Bloomberg Surveillance. She is also a GLG Council Member, sits on the Global Advisory Council of IMPACT Leadership 21, the NYC Leadership Council of BIAAG, and the Board of Directors at SEEK Safely.

 

Deborah rejuvenates her energy by dedicating herself to a robust exercise program and creating countless Fresh Market meals for friends and loved ones. She splits her time between NYC and Putnam Valley, NY, thriving in the stillness of her country home to contrast the intensity of NYC life. Balance is an aspiration, if not a perpetual reality for Deborah. She is grateful to manage a well-integrated life, often reminding folks that she is DRIVEN’s best student.

Director of Capital Markets Policy, SASB

Janine Guillot

Janine Guillot is the Director of Capital Markets Policy and Outreach at SASB, where she leads outreach to investors to support demand for standardized disclosure of material sustainability factors. Ms. Guillot has more than 25 years of experience in operating, strategy, risk management and finance roles in financial services. Janine served as Chief Operating Investment Officer for the California Public Employees’ Retirement System (CalPERS), where she was responsible for CalPERS investment office business and operational management, CalPERS affiliate funds and CalPERS defined contribution plans. Ms. Guillot also oversaw the CalPERS corporate governance program, including integration of sustainability and governance factors into investment decision-making. Janine has held senior leadership positions at Barclays Global Investors, Bank of America and Incapture LP. At Barclays Global Investors, she served as Chief Operating Officer for BGI’s European and Global Fixed Income businesses. She began her career in public accounting.

 

Janine holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She is a member of the Board of Directors of the Marin Agricultural Land Trust, Equilibrium Capital and Community Initiatives. She serves on the Senior Advisory Board at the Center for Responsible Business at UC Berkeley’s Haas School of Business, on B Lab’s Multinational and Public Markets’ Advisory Council, and on the FDIC’s Systemic Resolution Advisory Committee.

Dir, Sabin Center, Columbia University

Michael B. Gerrard

Michael B. Gerrard, Andrew Sabin Professor of Professional Practice at Columbia Law School, teaches courses on environmental law, climate change law, and energy regulation, and is director of the Sabin Center for Climate Change Law. He also chairs the faculty of Columbia University’s Earth Institute.

From 1979 through 2008, he practiced environmental law in New York, most recently as partner in charge of the New York office of the firm now known as Arnold & Porter Kaye Scholer. Upon joining the Law School faculty in 2009, he became the firm’s senior counsel. His practice involved trying numerous cases and arguing many appeals in federal and state courts and administrative tribunals; handling the environmental aspects of numerous transactions and development projects; and providing regulatory compliance advice to a wide variety of clients in the private and public sectors.

A prolific writer in environmental law and climate change, Gerrard twice received the Association of American Publishers’ Best Law Book award for works on environmental law and brownfields. He has written or edited eleven books, including Global Climate Change and U.S. Law, the leading work in its field (second edition published in 2014, co-edited with Jody Freeman), and the 12-volume Environmental Law Practice Guide.

Gerrard was the 2004-2005 chair of the American Bar Association’s 10,000-member section of environment, energy, and resources. He also chaired the New York City Bar Association’s executive committee and the New York State Bar Association’s environmental law section. He has served on the executive committees of the boards of the Environmental Law Institute and the American College of Environmental Lawyers. Several independent rating services ranked Gerrard as the leading environmental lawyer in New York and one of the leading environmental lawyers in the world.

Gerrard has taught courses at Yale School of Forestry and Environmental Studies and New York University Law School; as a visiting professor at Universite Paris 1 Panteon-Sorbonne; and as visiting distinguished scholar at Vermont Law School. He has also lectured on environmental law in Great Britain, France, the Netherlands, Denmark, Norway, Spain, Italy, Vatican City, Malta, Israel, China, Taiwan, India, Japan, Chile, Brazil, The Marshall Islands, Canada, and the U.S.

President & CEO, The Hopgood Group LLC

Suzanne Hopgood

Extensive Board experience as a Board Member, CEO, Chairman, Financial Expert, Chair Nom/Gov leading board evaluations, Risk analysis, Board facilitator, developed leading global trends dialogue for boards in thinking about board composition.
Experienced workout CEO, Court Appointed Receiver, Consultant, Expert Witness with troubled companies. Financial Expert as defined by the Securities and Exchange Commission.

Specialties: Board member, Chair, crisis CEO, restructuring, bankruptcy, asset sales, repositioning, liquidity crises, government investigations.

President of Mike Krzus Consulting

Mike Krzus

Mike Krzus is one of the world’s leading authorities on integrated reporting and the role it plays in creating and communicating a long-term strategy. He is coauthor, with Robert G. Eccles, of One Report: Integrated Reporting for a Sustainable Strategy—the first book published on integrated reporting. He is also coauthor, with Robert G. Eccles and Sydney Ribot, of The Integrated Reporting Movement: Meaning, Momentum, Motives, and Materiality. This book introduced two new ideas—the Sustainable Value Matrix and The Statement of Significant Audiences and Materiality.

 

Mike’s integrated reporting work led to him being named one of the Top 100 Thought Leaders in Trustworthy Business Behavior and selected as a Cecil and Ida Green Honors Professor at Texas Christian University. He was a member of the SAM (today RobecoSAM) Faculty and the SASB Advisory Council.

Managing Partner, Grant Thornton

Frank Kurre

Frank Kurre serves as Grant Thornton’s managing partner for the Metro New York/New England market territory, which is headquartered in Manhattan and consists of the Metro New York City, Boston, Connecticut (Hartford, Stamford) and Rhode Island offices. Previously, he was the national managing partner of Grant Thornton’s Not-For-Profit and Higher Education practices.

 

Prior to joining Grant Thornton, he served as partner-in-charge of the Northeast not-for-profit practice at Arthur Andersen. Kurre has more than 28 years of experience working with not-for-profit organizations. In addition to financial and compliance audits, his experience includes special projects relating to government compliance issues, operational studies, board governance, budget reviews, treasury consulting, construction auditing, financial reporting, internal audit evaluations, fundraising development and forensic auditing. Kurre has served as an adjunct professor at several colleges and universities.

Accounting Prof, Providence College

Michael Kraten

Michael Kraten, PhD, CPA is an Associate Professor of Accountancy at Providence College. He has consulted with organizations globally on issues involving sustainability, and has authored the award winning case Save The Blue Frog, available online at savethebluefrog.com. Mike has earned a PhD in behavioral accounting from the University of Connecticut, an MPPM in Management from Yale University, and a BBA in Public Accounting from Baruch College (CUNY).

Past President NYSSCPAs, JMK Consulting

J. Michael Kirkland

J. Michael Kirkland, CPA, CGMA is a veteran financial executive with over 30 years of experience in accounting, industry, consulting and business development. He also serves the CPA profession with distinction, lending strong and visible leadership to professional and student groups.

J. Michael is the founder of JMK Consulting, where he currently serves as a strategic and technical advisor to executive management clients. Before starting the firm, he held senior executive positions at Deutsche Bank AG that included Director in the Global Head Product Governance Operational Risk Management Group Policy, Regional Head of New Product Approval in the Operational Risk Management Group – Americas, and a Director in the bank’s Accounting Policy and Advisory Group.

Prior to joining Deutsche Bank, J. Michael worked at the Bankers Trust Company and JPMorgan Chase in New York and London. He began his accounting career at Arthur Andersen & Company in New York.

Throughout his career, J. Michael has been a driving force in the CPA profession, globally, nationally and locally. He is a former member of the American Institute of Certified Public Accountants (AIPCA) Board of Directors and currently serves on its governing Council. He is also a former board member of the global Association of International Certified Professional Accountants and a former member of the AICPA National Commission on Diversity & Inclusion. He currently serves on the Institute’s Assurance Services Executive Committee. J. Michael is also a member of the Chartered Institute of Management Accountants (CIMA), and a former member of the CIMA Council. He currently serves on CIMA’s Thought Leadership & Business Ethics Committee. He has served on the National Association of State Boards of Accountancy (NASBA) Leadership Group and is a lifetime member of the National Association of Black Accountants (NABA), the Association of Latino Professionals in Finance and Accounting (ALPFA) and Ascend.

J. Michael has been a member of the New York State Society of Certified Public Accountants (NYSSCPA) since 1982. He served as the 2013-14 NYSSCPA President. In addition to serving as President and President-Elect, J. Michael has served on the NYSSCPA’s Executive Committee several times and as Vice President of Professional Issues. He has also chaired several NYSSCPA committees and task forces. J. Michael served as the 2007-08 NYSSCPA Manhattan/Bronx Chapter President. He is currently the Fundraising Committee Chair for the NYSSCPA’s Moynihan Scholarship Fund Gala and serves on the Fund’s Board of Trustees. J. Michael is also the 2017-19 Chair of the NYSSCPA Sustainability Committee, and serves on the Manhattan/Bronx Chapter Board, Diversity and Inclusion Committee, and the Foundation for Accounting Education Curriculum Subcommittee.

J. Michael is also a member of the Accountants Club of America, serves on the Board of Governors and Advisory Board, and is the Chair of the Strategic Alliance & Sponsorship Committee.

J. Michael is also active in his community. He is a member of the Sustainability Investment Leadership Council (SILC), a Bronx Community College (BCC) Advisory Board member in its Business & Information Systems Department, and a United States Secret Service Electronic Crimes Task Force member for New York and New Jersey.

J. Michael is the recipient of the National Association of Black Accountants 2013 National Achievement – Public Accounting Award. He was also awarded the NYSSCPA’s 2011 Outstanding CPA in Industry Award, which recognizes CPA financial executives with records of outstanding professional achievement in a private business or industry. In 2014, he received a Maryland General Assembly Official Citation from the Baltimore City Legislature in recognition of his accounting leadership, hard work and dedication.

Among his writings, he has frequently been published in The Trusted Professional, the newspaper of the NYSSCPA, and the New Accountant – High School Edition, for which he wrote “CPA: Career for a Lifetime.”

J. Michael holds a Bachelor of Science degree from Fordham University’s New York College of Business Administration.

He has been married to his wife, Barbara, for 43 years.

North American Lead, IIRC

Robert Laux

Bob’s focus in this role is ensuring the promotion, adoption and support for Integrated Reporting <IR> in the North America region – and specifically as a priority, the USA – encompassing awareness-raising, advocacy, focused engagement and providing oversight and support on all IIRC region-specific activities.

Bob previously led the Treasury Controller Group at Microsoft Corporation.  The Treasury Controller Group is responsible for the accounting and disclosure for Microsoft’s $100 billion Treasury Portfolio.  The Treasury Controller Group is also responsible for the accounting and disclosure for taxes, stock-based compensation, and acquisitions and divestitures.  Prior to joining Microsoft in 2000, Bob was an Industry Fellow at the Financial Accounting Standards Board (FASB) where he was responsible for coordinating the activities of the Emerging Issues Task Force.  Prior to joining the FASB, Bob spent eight years at General Motors.

Partner, Ropes & Gray LLP

Michael Littenberg

Michael R. Littenberg has more than 25 years of experience representing U.S. and foreign public and private companies, investment banks, private equity funds and other private investment funds in transactional matters, including securities offerings and mergers and acquisitions. His clients range from large well-known institutions to growing companies across every major industry.

Michael’s transactional capital markets experience covers a wide range of products, including equity and equity-linked securities, investment grade and non-investment grade debt, and SPACs, BDCs and other permanent capital vehicles, through SEC registered, Regulation D, Rule 144A and Regulation S offerings (including registered direct offerings and PIPEs).

Michael’s M&A experience includes representing strategic and financial buyers and sellers, special committees and financial advisors in connection with U.S. and cross-border transactions involving public and private companies.

A significant part of Michael’s practice involves counselling U.S. public companies and foreign private issuers and their boards, board committees, special committees, executive officers and investors in connection with ongoing compliance under the U.S. securities laws, including Dodd-Frank, Sarbanes-Oxley and the JOBS Act, exchange requirements and governance and executive compensation matters.

Michael also advises a significant number of leading companies on supply chain compliance (including the SEC’s Conflict Minerals Rule), responsible sourcing and corporate social responsibility, and is widely viewed as a leading practitioner in this area.

Michael is a frequent speaker at conferences and seminars, has authored numerous articles, and is frequently quoted as an expert in the business and specialty press, on topics pertaining to his areas of focus. He is listed in Who’s Who in Securities Law and, for multiple years, has been listed in New York Super Lawyers for securities and corporate finance and as one of the top 100 lawyers in the New York metro area.

President & CEO, AICPA

Barry C. Melancon

Barry C. Melancon is the President and Chief Executive Officer at the American Institute of CPAs (AICPA), the national professional association of CPAs, with more than 412,000 members worldwide. As head of the largest body of CPAs in the world, Melancon is called upon to represent the Institute with state, national and international organizations and is sought after by key opinion leaders for his expertise. Under Melancon, the Institute has spearheaded a number of initiatives designed to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs. Also under Barry’s leadership the AICPA and the Chartered Institute of Management Accountants (CIMA) developed a joint venture to establish the Chartered Global Management Accountant (CGMA) designation to elevate management accounting globally. More than 150,000 management accountants now hold the CGMA designation worldwide. Melancon also serves as the CEO and a board member of the Joint Venture, the Association of International Certified Professional Accountants, which oversees all CGMA activities internationally.

Principal, Rock Forensics, LLC

Rumbi Bwerinofa-Petrozzello

Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, is a forensic accountant and the principal of Rock Forensics, LLC, a forensic and managerial accounting firm. She currently chairs the NYSSCPA Diversity and Inclusion Committee and also serves on the NYSSCPA Litigation Support Committee and is a former member of the the AICPA Forensic & Litigation Services Committee. She current serves on the AICPA Fraud Task Force and the AICPA Litigation Task Force. With experience in both public accounting and corporate arenas, she explores and demystifies the world of forensic accounting on her blog, Figuring Financial Forensics.

Vice President of Environment, Health and Safety, Con Edison

Andrea Schmitz

Andrea Schmitz is Vice President of Environment, Health and Safety effective January 1, 2014. Schmitz was previously General Manager of Brooklyn/Queens Electric Construction where she was responsible for the overhead, services and subsurface construction groups. Schmitz joined Con Edison in 1996 and worked as a section manager and director in various units in EH&S including Gas EH&S, Asbestos and Wetlands, and Environmental Response Team and Chem Lab. In 2007, Schmitz became the Deputy Ombudsman. She became Assistant to the Chief Executive Officer in 2009. Before joining the company, Schmitz worked for the U.S. Environmental Protection Agency in Washington, D.C. where she worked on solid waste and air programs. She was also an adjunct professor at Columbia from 2004 – 2009 in the Master’s in Environmental Science and Policy Program.

Strategic Investments, BNP Paribas

Julie Shafer

Nonprofit executive with over 15 years experience leading fundraising, marketing and mission-driven operations. Unmatched expertise in creating networks and communities of donors and members. Capable of making an immediate impact on any campaign which seeks to raise awareness – or funding – for those in need. Excels in leveraging donations. Undeniably committed to underserved communities.

Specialties: Nonprofit management, development and philanthropy strategies.

Partner, Deloitte & Touche LLP

Kristen Sullivan

Kristen Sullivan is a partner and leads Deloitte & Touche LLP and Deloitte Touche Tohmatsu Limited’s (DTTL) Sustainability Reporting, Assurance and Compliance services, working with clients to help address their sustainability disclosure needs. Kristen also serves as the DTTL Americas Region Sustainability Services Leader. Kristen brings extensive experience in sustainability reporting and assurance, focused on social impact. Kristen leads Deloitte’s efforts around social impact measurement and reporting, specifically focused on Deloitte’s services in support of the Global Impact Investing Rating System (GIIRS).
Kristen also leads Deloitte’s Conflict Minerals Advisory and Assurance Services. She brings specialized insights to this regulatory reporting requirement from her previous area of focus on Regulatory & Public Policy Matters for Deloitte, recognizing the broader policy as well as the compliance implications of this issue from a corporate brand and reputation standpoint.
Kristen serves as a member of the Global Reporting Initiative (GRI) North America Advisory Council, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Global Initiative for Sustainability Ratings (GISR) Technical Review Committee, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and serves as a member of the AICPA Conflict Minerals and Sustainability Task Forces. She also served on the International Integrated Reporting Council (IIRC) Working Group Kristen has authored a number of publications around the value of sustainability and non-financial disclosure and assurance, including conflict minerals disclosure and assurance.
Kristen has over 19 years of experience with Deloitte. Kristen is a CPA, CGMA and is GRI certified. She began her career with Deloitte in the Audit and Advisory services practice. She has also served in Deloitte’s National Office in several different capacities and served in a role working with the deputy CEO of Deloitte LLP focusing on regulatory and public policy matters.
Kristen serves as a member of the Eureka College Board of Trustees, the Global Social Venture Competition Advisory Board of the UC Berkeley’s Haas School of Business, the Financial Women’s Association and the Junior League of Stamford-Norwalk.

Partner-in-Charge, PFK O’Connor Davies

Marc L. Rinaldi

Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services and CEO of O’Connor Davies Administration, , LLC. He has over 30 years of industry experience and is a leader in the fields of investment, entity, partnership and alternative investment accounting, ASU 820 valuation, risk management and international investment banking and proprietary trading. His clients include family offices, private foundations, endowments and private equity, hedge and venture capital funds. Marc also provides investment consulting to clients on investor due diligence, socially responsible investing, risk-based compliance management and performance reporting. Marc is a member of the Managed Funds Association and Global Association of Risk Professionals. He also serves on the New York State Society Investment Companies, Investment Management and Private Equity Committees. Marc recently presented on the impact of socially responsible investing on family office and private foundation investors at the firm’s annual Private Foundation Symposium and at a EY Global Hedge Fund Symposium in Amsterdam.

Conference Chair, Co-Founder, SILC

Vice President

Sarah Tomolonius

Sarah is the Vice President of Marketing and Investor Relations at Arlon Group, a food and agriculture investment firm focused on investing in the Americas. She joined Arlon in 2010 and held a prior role as Senior Professional, Management Reporting and Analytics. Prior to joining Arlon, she was an Investor Relations Associate with Citi Private Equity/StepStone Group LLC from 2008-2010; a Research Analyst with Edelman from 2005-2007; and a Program Assistant for the Water and Coastal Program of the Natural Resources Defense Council from 2002-2005. Sarah serves as President on the Board of HeARTs Speak, on the Young Executive Board of iMentor, on the Executive Council of the Alumni Council at the School of International and Public Affairs (SIPA) at Columbia University and as Chair of the Sustainability Committee and on the Management Committee of the New York Hedge Fund Roundtable. Sarah received her BA in English from Vassar College and her MPA from SIPA at Columbia University, where she received a fellowship for International Finance and Policy.

General Counsel, XO Group Inc

Jeffrey Yin

Jeffrey Yin joined XO Group as General Counsel in January 2018 with nearly 20 years of experience advising a diverse portfolio of businesses ranging from emerging growth startups to large public companies. Prior, Yin served as General Counsel of The Alberleen Group and Chief Compliance Officer and General Counsel of Medallion Financial Corp. Yin’s law firm experience includes Orrick, Herrington & Sutcliffe LLP and Brobeck, Phleger & Harrison LLP, in the business and technology groups. Yin received a B.A. in Economics and Rhetoric from the University of California at Berkeley and a J.D. from the New York University School of Law.

Professor of Business and Society, NYU

Tensie Whelan

Tensie Whelan joined New York University Stern School of Business in November 2015 as Clinical Professor of Business and Society. She will lead the School’s efforts around issues of business and sustainability, driving research and coursework on natural resource-based challenges including climate change, water scarcity, biodiversity loss, poverty and unsustainable development. Professor Whelan was formerly the President of the Rainforest Alliance, where she worked since 2000. In 2014, she was appointed as the School’s 2014-2015 Citi Leadership and Ethics Distinguished Fellow.
During her tenure at Rainforest Alliance, she increased the organization’s budget from $4.5 million to $50 million; ensured that 17% of the world’s tea, 14% of the world’s cocoa and 5% of the world’s coffee was certified by the Rainforest Alliance; and increased the visibility of the Rainforest Alliance seal from zero to nearly 45%. Under her leadership, the organization recruited 4,000 companies and nearly 5 million producers and their families in more than 60 countries.
Professor Whelan has been working in the environmental field for more than 25 years. Her published works include one of the first books on ecofriendly tourism, Nature Tourism: Managing for the Environment. She has been recognized as one of the “100 Most Influential People in Business Ethics” by Ethisphere and was awarded the James Beard Foundation Leadership Award in 2012. She serves on the advisory boards of Social Accountability International and Corporate Eco Forum, and she is the co-chair of the steering committee of Sustainable Food Lab.
Professor Whelan has also served as the Vice President of Conservation Information at the National Audubon Society, Executive Director of the New York League of Conservation Voters, Managing Editor of Ambio and management consultant to nonprofit organizations such as the Environmental Defense Fund.
She received a B.A. in Politics from New York University and an M.A. in International Communication from American University.

Corporate Social Responsibility, Revlon

Ashley Wolitzer

Ashley Wolitzer is a SILC Club board member and works in Corporate Social Responsibility and Communications at Revlon. In this position, she and her group manage all environmental, social and governance sustainability as well as philanthropic and communications functions at the company. Before working at Revlon, she worked with J. Ottman Consulting on her “We Hate To Waste” platform and for corporate sustainability communications consultancy Context. Ashley graduated from Duke University in 2016 where she studied Environmental Science and Policy and Cultural Anthropology.

VP & Head of Public Affairs, Nestle

Christian Frutiger

I lead Nestlé’s Global Public Affairs Team and the Company’s efforts in Creating Shared Value (CSV) both for its shareholders and society. Public Affairs covers the CSV areas of nutrition, water, rural development, environmental sustainability, human rights. We also handle Nestlé’s stakeholder engagement, all non-financial reporting, as well as the Company’s issue and crisis management. We hold a biannual global CSV Forum and award a biannual CSV prize.