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Sustainability Investment Leadership Conference

New York

May 9th, 2019

Agenda

Our speakers are luminaries in their fields, bringing together expertise in integrated reporting, measurement, impact investing and technology. We cultivate the exchange of different ideas. Our breakout sessions are intended to further engage and dig deeper into how organizations can voluntarily improve their own longevity and their bottom lines.

The 4th annual conference will be held at Wells Fargo - 150 E 42nd St, New York, NY

May 9th, 2019

07:45

Registration

08:30

Opening Remarks

Lucia Gibbons - Executive Vice President, Wholesale Commercial Banking Metro New York/New Jersey Division Executive, Wells Fargo 

Sarah Tomolonius - Conference Chair, Co-founder, SILC

Deborah Enix-Ross - Chair, ABA Day in Washington Planning Committee, Vice President of The World Justice Project, Litigation Practice Group Manager, Debevoise & Plimpton LLP

Barry Melancon - CEO, Association of International Certified Professional Accountants; President & CEO at American Institute of CPAs 

 

09:05

Digital Innovation for a Sustainable Future

A deep-dive conversation at the intersection of social innovation and cutting-edge technology including Blockchain, A.I., and Fintech.

Panel Moderator: Jeffrey Yin - President, SILC Club

Speakers

  • Sheena Allen - CEO and Founder, CapWay
  • June Choi - CEO and Founder, Serval Ventures
  • Lili Gil Valletta - Co-founder and CEO, Culturintel & Cien+

10:00

Inclusion and Diversity: Investigating Bias to Grow Profitable Companies

Get ready to weigh in during this experiential, interactive workshop using ’live polling’. How often are you invited to ‘pull out’ our smartphone during a workshop? You will be fascinated to find out the origin of implicit bias, discover ways to deal with your own bias and learn techniques that you can share with colleagues in order to create a more inclusive workplace.

 

Moderator: Deborah Goldstein - Founder, Driven Professionals

10:50

Break/Networking

11:05

Risk Hidden in Plain Sight: Exploring and Understanding the Corporate Supply Chain

This panel of leading professionals from a range of industries will discuss the management of corporate supply chain risks through the lens of sustainability. Speakers will provide an overview of corporate supply chain management, discuss hypothetical risks and ethical dilemmas when working with supply chain risk issues, and suggest best practices for mitigating supply chain risks while contributing to corporate sustainability efforts.

Panel Moderator: Sara Orr - Counsel, Latham & Watkins

Panelists

  • Pam Fitzpatrick - Senior Director, Analyst, Gartner's Supply Chain Research Group
  • Christopher Haasen - Principal, S&C Consultants North America 
  • Michael Littenberg - Partner, Ropes & Gray
  • Michael Mahoney - Vice President and Assistant General Counsel, Environmental Law Group, Pfizer Legal Division
  • John Meyers - Director, Impact Capital Forum

12:00

Applying the Principles Of Sustainability To Integrated Reporting: A Panel Discussion

How do organizations synthesize the various standards, metrics, and frameworks of sustainability to develop an integrated reporting system for internal management and external disclosure purposes? Our panel of specialists and experts will describe “state of the art” practices for designing and implementing such systems for the C-Suites of global organizations.

Panel Moderator: Michael Kraten - Professor of Accounting, Chair of the Division of Accounting, Finance, and Economics, and Director of Accreditation of Business School Programs, Houston Baptist University, and Deputy Chair of SILC Conference.

Panelists

  • Patsy Doerr - Global Leader, Social Impact
  • Robert Laux - North American Lead, International Integrated Reporting Council
  • Kristen Sullivan - Partner, Deloitte & Touche

12:50

Lunch

1:50

Can CEO's Avoid Politics? Should They?

Panel Moderator: Robert Hogland - SVP and Chief Financial Officer, Con Edison

Panelists

  • Michelle Edkins - Managing Director, BlackRock
  • Harvey Golub - Retired, Chairman & CEO, American Express
  • Amanda Pullinger - CEO, 100 Women in Finance

2:40

Break/Networking

3:00

Next Generation Sustainability Leadership

Three perspectives on charting a career in Sustainability and current trends in the job market.

Panelists

  • Feona Castro - MBA Candidate, New York University and Executive Officer, SILC Club Committee  
  • Trysha Daskam - Director, Head of ESG Strategy, Silver Regulatory Associates LLC and Executive Officer, SILC Club Committee
  • Erin O'Brien - Senior Associate, Investments at ImpactAssets and Executive Officer, SILC Club Committee

3:55

Impact Investing: Measuring Return and Impact

Latest trends in setting an impact investment thesis and policy statement and measuring impact investment performance in the private and public markets.

Panel Moderator:  Marc L. Rinaldi - Partner-in-Charge of Financial Services and Director of Family Office Investments, PKF O’Connor Davies LLP

Panelists

  • Trysha Daskam - Director, Head of ESG Strategy at Silver Regulatory Associates LLC and Executive Officer, SILC Club Committee
  • Christine Harada - President, i(x) investments
  • Rebecca A. Meyer - Consultant, Relative Solutions

4:50

BREAK-OUT SESSIONS WORKSHOPS:

An Action Plan For Developing ESG And Integrated Reports: An Experiential Workshop

 

Breakout Session Workshop #1

Roll up your sleeves and join a break-out session that will present a pragmatic action plan for developing integrated reports. Participants will review the standards and frameworks of the IIRC and the SASB, as well as samples of publicly disclosed financial and non-financial information of Fortune 500 firms. They will then join a discussion of the relative benefits and risks of presenting information in an integrated report, and will learn to utilize an action plan for designing such reports for their own organizations.

Panel Moderator: Michael Kraten - Professor of Accounting, Chair of the Division of Accounting, Finance, and Economics, and Director of Accreditation of Business School Programs, Houston Baptist University, and Deputy Chair of SILC Conference.

Workshop Contributors:

  • Anton Gorodniuk - Sector Analyst, Financials at SASB
  • Kunjan Mehta - Partner, Grant Thornton
  • Taylor Reed - Sector Analyst, Consumer Goods, SASB

Inclusion and Diversity

Breakout Session Workshop #2

Continue the conversation and experience how leaning into bias can lead to an inclusive culture. This workshop session has been designed for participants to take part in a small-group discussion with colleagues and peers.  Each group will discuss a hypothetical from real-life scenarios observed and experienced in the legal, banking and accounting workspace. The goal of this session is to expand participants' capacity to challenge his/her own inner bias and be inspired to begin these courageous conversations at their workplace that will result in a more inclusive culture.

Moderator: Deborah Goldstein - Founder, Driven Professionals
Facilitators for the D&I breakout group discussion:
  • Feona Castro - MBA Candidate, New York University and Executive Officer, SILC Club Committee
  • Michelle Doran - Regional Director at Dorsey & Whitney LLP
  • Colleen Duffy - Managing Director, Advisory Services, Grant Thornton
  • Ivana Estrada - Digital Strategy & Data Analytics Product Lead, Wall Street, MS
  • Peter Gioello - Associate, Cahill Gordon & Reindel
  • Jane Marie Petty - Director, Consulting Social Impact Investing, Wells Fargo
  • Dominic Swain - Research Fellow for Center for Positive Marketing, Fordham University and Executive Officer, SILC Club Committee
  • Lenka Wiles - Partner, Assurance, RSM
  • Jeffrey Yin - President, SILC Club

5:40

Closing Remarks

Michael Kraten - Professor of Accounting, Chair of the Division of Accounting, Finance, and Economics, and Director of Accreditation of Business School Programs, Houston Baptist University, and Deputy Chair of SILC Conference.

5:55

Reception/Networking

Event Photos