Transforming Corporate Finance Accounting, Decision Making & Reporting
November 9-11, 2020
8:00 am - 5:00 pm
Virtual
Sustainable Brands (SB) and SOCAP Global (SOCAP) are excited to bring to market Integrate 2020, the evolution of SB’s New Metrics conference, now in its 8th year. This conference will address the shift to a balanced stakeholder approach from the shareholder practice of the last fifty years, and the players driving it. Key to this conversation are the CFO and overall professional services sector. Integrate 2020 is centered on the Chief Financial and Sustainability Officers and on transforming the role of finance and investment decisions within organizations, through the integrated lens of Environmental, Social, and Governance (ESG) investment and innovation.
Integrate 2020 will deliver rich, actionable content for financial and sustainability executives.
To explore more, go to theintegrateconference.com
Focused on ESG innovation and integration, sessions at Integrate 2020 will include Value Creation and Enterprise Risk Management, Next Generation Science-Based Goal Setting, Quantifying Intangible Value and Risk Drivers, Multi-Capital Development, Assessing Targets and Metrics, Integrated Reporting, Integrated Business Systems, Decisioning Systems, Impact Investing, and Investor Relations.
Day 3 will feature a Demo Day of technology solutions empowering the shift to Stakeholder Capitalism.
3
Themes
3
Days
50
Sessions
100
Speakers
Integrated Assessment of Risks, Impacts & Opportunities (The Holistic Conceptual View)
- Quantifying and monetizing all vital capitals and externalities
- Foundations of multi-capitalism / stakeholder capitalism, the Next Economy
- Intersection of multi-capitalism / stakeholder capitalism, SDGs and circular economy
- Principles of regenerative economics, finance and business
- Next-generation science-based and context-based targets
- Developing leadership skills and capacities for success in the Next Economy
- Educating the next generation of MBAs and business leaders to be integrated leaders
- New risks, vulnerabilities and opportunities brought to light by the COVID-19 crisis
Integrated Accounting, Finance & Decision-Making (The Practical Internal View)
- Seeking reconciliation of financial and non-financial data in planning and reporting
- Implications of the transition for the accounting, assurance, finance and consulting services communities
- The evolution of enterprise risk management as a multi-capital discipline and practice
- Navigating the relationship between integrated leadership, employee activism and employee engagement (including sustainable 401(k) plans)
- Engaging the Board of Directors and shareholders on the journey toward integrated leadership
- Conceiving and executing integrated cross-sector and cross-industry partnerships
- The Value Balancing Alliance — an example of a comprehensive yet practical framework for both analysis and action
- The important roles of sustainable procurement and purchasing in the transformation
Integrated Reporting, Assurance and Investor Relations (The Practical External View)
- Guidance on how to pick among SASB, GRI and other current leading reporting frameworks, and/or how to combine them or prioritize them
- What evolving assurance services for integrated reporting looks like in practice
- Leading technological solutions for the transition to integrated planning and reporting
- Meeting the growing investor demand for data and analysis of the S and G dimensions of ESG
- The ‘5th quarterly analyst call’ phenomenon and what it spells for the future of investor relations
- Reporting and stakeholder engagement practices around disaster and crisis preparedness and scenario planning
- The role of rating agencies and existing ranking models and understanding how to use them selectively
- Implications of the new business landscape for all companies: public, private and SMEs
Integrated Assessment
Integrated Accounting
Integrated Reporting
Distinguished Keynotes
Harmit Singh
CFO
Levi's
Claus Aagaard
CFO
Mars
Kathleen McLaughlin
Chief Sustainability Officer
Walmart
Kurt Kuehn
Board Member / Former CFO
SASB / UPS
Hosana Fieber
CFO
Tervis Tumbler
Laura Palmeiro
Senior Advisor
United Nations Global Compact
Kat Taylor
Co-Founder and Board Chair
Beneficial State Bank
Marco Venturelli
CFO
Novartis Italy
Our Speakers
Chris Hagler
EY Americas Climate Change and Sustainability Services Managing Director
EY
Julie Davitz
Head of Impact Solutions
Bank of the West
Jessica McDougall
Vice President, BlackRock Investment Stewardship
BlackRock
Brad Sparks
Executive Director
Accounting for Sustainability
Matt Patsky
CEO
Trillium Asset Management
R. Paul Herman
CEO & Founder
HIP Investor
Barbara M. Porco
Professor of Accounting, Director for the Center of Professional Accounting Practices, Director of the Masters Accounting
Michael Kraten
PhD, CPA
Louis D. Coppola
Co-Founder & Executive Vice President
Governance & Accountability Institute, Inc.
Jake Walko
Director of ESG Investing & Global Investment Stewardship
Thornburg Investment Management
Patrick Elie
CEO
Metrio Software inc.
Bob Willard
Author and inaugural inductee International Society of Sustainability Professionals (ISSP) Hall of Fame in 2011
Sustainability Advantage
Hervé Duteil
Chief Sustainability Officer
BNP Paribas, Americas
Evan Harvey
Global Head of Sustainability
NASDAQ
Niki King
Director Corporate Sustainability & Social Impact
Novo Nordisk
Suzanne Shelton
President & CEO
Shelton Group
Natalie Nicholles
Development Director
Capitals Coalition
Ken W. Witt
Senior Manager
AICPA
Ginny Cassidy
Director of the Enterprise Sustainability Program
Medtronic
Casey van der Stricht
Principal
Solve Innovation Future
Suzanne Fallender
Director, Corporate Responsibility
Intel Corporation
Richard Spencer
Director, Technical Thought Leadership and Head of Sustainability
ICAEW
Rebecca Dray
Executive Director
Buy Social USA
Brad Monterio
Chief Learning Officer & Vice President, Member Competency & Learning
CalCPA
Phil Clawson
Managing Director
CSR Lab
Selena Strandberg
Founder & CEO
KnowYourVote
Lorraine S. Wilson
Director of Investment Products
JUST Capital
Martin Rich
Co-founder & Executive Director
Future-Fit Foundation
Martha Stevenson
Senior Director, Strategy & Research, Forests
WWF
Dimitar Vlahov
CEO / Senior Sustainability, Regeneration and Brand Transformation Expert
Latona & Sylva Company / Sustainable Brands
Susanne Katus
VP of Brand and Business Development
Datamaran
Pamela Alexander
Director of Community Development
Ford Motor Company Fund
Charlotte Bande
Global Head of Climate Strategy
Quantis
Jonathan Hanwit
CEO
thinkPARALLAX
Jean Rogers
Chief Sustainability Officer
LTSE
Nina Broadhurst
Principal and Work Studio Leader
Cuningham Group Architecture
Paul Hutton
Principal and Chief Sustainability Officer
Cuningham Group Architecture
Delphine Gibassier
Full Professor of Accounting for Sustainable Development
Audencia
Scott Broomfield
CFO
Sustainable Brands
Joy Pettirossi-Poland
Partner
Integrate 2033
Helen Sahi
Sustainability Executive |Chief Sustainability Officer | VP | Leading Change Management |Corporate Social Responsibility
Armstrong World Industries
Kellie Huennekens
Head of ESG Research
NASDAQ
Peter Gleason
CEO
National Association of Corporate Directors (NACD)
Sean Smith
Executive Vice President, Global Corporate Communications
Porter Novelli
Andrea List
Vice President, Analytics & Research
Porter Novelli
Sarah Beaubien
Director, US
Quantis, Inc.
Kate Byrne
President
SOCAPGlobal/Intentional
Raamayan Ananda
Founder & CEO
Unify
Joanna Hall
Executive Director
SustainChain
Jacqueline Corbelli
CEO
Sustain Chain
David Hackett
Partner
Baker & McKenzie
Jacques-Philippe Piverger
Co-founder & Managing Partner
OzoneX Ventures
Hannah Baleta
Senior Researcher
Pacific Institute and CEO Water Mandate
Tom Crohan
VP & Counsel for Corporate Responsibility & Government Relations
John Hancock
Amanda Kiessel
Co-Founder
Good Market
Phil Holman
President and Owner
Fourstar Connections
Lisa Woll
CEO
USSIF
Kat Taylor
Co-Founder and Board Chair
Beneficial State Bank
Neil Stewart
Director of Corporate Outreach
SASB
Denise Hayman-Loa
CEO
Carii, Inc.
Travis Wallace
Co-Founder and CEO
Time Advisors
Steve Waddell
Lead Staff
SDG Transformations Forum
Heather Stevens
Partner
Good Returns
Peter Hjemdahl
Co-Founder & Chief Marketing Officer
rePurpose
Catherine Banat
Director, Responsible Investing, RBC Global Asset Management US
RBC
Emily Chasan
Director of Communications
Generate
Maury Wolfe
AVP, Corporate Responsibility and Public Affairs
Cox Enterprises
Bryan McGannon
Director of Policy and Programs
US SIF
Cigdem Oktem
Regional Leader for the Center for Board Matters
EY
Trisa Thompson
Plan C Advisor, Former Dell Chief Responsibility Officer - Advisory Board Member
Pledgeling
Geof Rochester
Founder
GRC Advising
Mark McElroy
Founder
Center for Sustainable Organizations
Daniel Aronson
Founder & CEO
Valutus
John Hanselman
Co-Founder, Chairman, and CEO
Vanguard Renewables
Jaclyn Allen
Director, Corporate Sustainability
Guess, Inc.
Maura Hodge
National Partner in Charge, Impact and ESG Assurance
KPMG
Dennis J. McGowan
Senior Director, Professional Practice
The CAQ
Stephanie Benedetto
CEO | Founder
Queen of Raw
Casey van der Stricht
MIT Solve
Mitchell Toomey
Sustainability Director
BASF
Alex C. Eng
Vice President of U.S. Corporate Finance
EDF Renewables
Sonja Haut
Head Strategic Measurement and Materiality
Novartis
Christopher Haasen
Principal and Head of New York Office
S&C North America
Christian Heller
CEO
Value Balancing Alliance
Shari Littan
Manager of Corporate Reporting Technical Activities
IMA
Mark Hershey
SVP & General Counsel
Armstrong World Industries
Agenda
All days
Mon
Nov 09
Tue
Nov 10
Wed
Nov 11
Lead Sponsors
Principal Sponsors
Supporting Sponsors
Collaborators and Affiliates
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