NIRI Dallas*Fort Worth Chapter
September 20, 2021 , 2:00pm CT
Integrating Sustainability and Strategy – Show Me the Value!
ESG disclosure continues to evolve and is beyond ‘checking-the-box’ for both issuers, investors and all stakeholders. While many are early in their disclosure journey, some are setting the standard in integrated sustainability and corporate strategy disclosure.
Join us for an insightful panel program to discuss the evolution of sustainability disclosure as an integral link to a company’s mission, vision and direction. We will also learn more about the latest research and intelligence on investor expectations for ESG disclosure, integrated reporting frameworks, and the evolving landscape of rating agencies.
In this webinar, you’ll hear more about:
- Creating your corporate impact narrative
- Highlighting where materiality meets value creation and risk mitigation
- Aligning integrated thinking principles and reporting frameworks
- Creating a fit for purpose strategy for your internal ESG structure, planning, process and execution
- Understanding investor expectations through data insights
- The ESG ecosystem of frameworks, methodologies and rating agencies
On the Panel:
Moderator: Carol Nolan Drake, JD – CEO & Founder, Carlow Consulting LLC & Publisher
Carol is the CEO & Founder of Carlow Consulting, LLC, a business she started in January 2017 to provide consulting on corporate governance, establishing ESG programs and reporting, federal legislative and regulatory matters. The business advises investors, private and public companies, and non-profit organizations. She is a licensed attorney.
Carol’s career began as an Assistant County Prosecutor and Assistant City Attorney and included positions within the administrations of three Ohio governors. She served as a Cabinet director and as Chair/Vice Chair on several boards and commissions. Carol was appointed to serve on the Board of Trustees for a large institutional investor, the Ohio Deferred Compensation Board, and the School Facilities Commission, among others. She served five years on the Council of Institutional Investors (CII) Board, including holding the positions of Treasurer and Chair of the Audit and Policies Committees. Carol was the co-Chair of the ICGN Shareholder Responsibilities Committee (SHREC) for three years, under which the Committee revised the Diversity and Share Lending Guidelines for ratification by the membership. She has authored several articles on governance and ESG best practices, and regularly speaks on corporate governance issues. Carol is a cum laude graduate of Ohio Wesleyan University and the Claude W. Pettit College of Law, Ohio Northern University.
Society for Corporate Governance, ESG Implementation Guide: Getting Started
Sally J. Curley, IRC & Carol Nolan Drake, J.D., Co-Authors
Perspectives, guidelines, and practical tools to help companies launch environmental, social, and governance (ESG) programs and develop disclosures.
Chapter 48 For Directors: The Long-Term Relationship Between Directors, Companies and Institutional Investors
Carol Nolan Drake, Author
Handbook of Board Governance, Second Edition, Wiley Publications
Highlights of long-term ownership by institutional investors and why institutional investors are important to Companies and Boards of Directors. Interviews of 16 global governance experts, including board members.
Deb Wasser, IRC – Vice President of Investor Relations and ESG Engagement at Etsy, Inc.
Deb is VP of Investor Relations and ESG Engagement for Etsy, Inc., an ecommerce company based in Brooklyn, NY with a market capitalization of approximately $25B. She joined Etsy in April 2018 to lead a three-person IR team. Prior to Etsy, Deb led Edelman’s IR practice in the U.S. from January 2015 to April 2018 where she advised the senior management and boards of public companies on strategic communications including IR, financial and corporate public relations, transaction communications, crisis communications, and leadership positioning. Prior to joining Edelman, Deb was Senior Vice President, IR and Corporate Communications, for Veeco Instruments for over 15 years. Earlier, Deb served as a Vice President at Dewe Rogerson Inc. and was Director of IR for Immunomedics, a biotechnology company. Deb has a B.S. in communications and business from The State University of New York at Albany and has completed executive education programs at both New York University and Harvard Business School. She currently serves on the NIRI National Board of Directors.
David Bobker, Senior Vice President & Managing Director of Governance and Sustainability at Rivel, Inc.
Dave leads the Governance and Sustainability division, responsible for the development and execution of the Corporate Governance Intelligence Council, Corporate Responsibility Advisory (ESG) and Board Evaluation services in North America and EMEA. For over 22-years, Dave has provided corporate governance and sustainability advisory and consulting services to hundreds of public companies. Dave has been on the forefront of analyzing investor perceptions and interpretation of proxy issues and ESG matters and is a recognized industry expert in the areas of corporate governance, ESG/sustainability, stakeholder engagement and disclosure.
For Rivel Governance and Sustainability clients, Dave is the lead consultant for management teams and boards on all corporate governance, ESG, stakeholder engagement and disclosure matters. He is experienced and trained in all aspects of ESG, including reporting standards and frameworks such as SASB, TCFD, SDGs, GRI and industry specifics standards. Dave works closely with clients through a variety of situations, corporate actions, annual and special meetings and has led dozens of high-profile engagements.
Dave consults with directors and counsel for the development and execution of custom board evaluations, including self- and peer-assessment, and evaluating the alignment of views on strategy, ERM, and corporate culture within the boardroom and with management.
Dave is a Sustainability Accounting Standards Board (SASB) Alliance Member and is active in the Society for Corporate Governance, NIRI and NACD. He also serves on the Enterprise Data Management (EDM) ESG Committee and the advisory board for the New York Institute of Technology, College of Arts and Sciences.
Prior to joining Rivel, Dave held roles as an Advisory Director for Argyle, Senior Vice President of AST Phoenix Advisors, Vice President & Managing Director at Georgeson, and was one of the founding members of Laurel Hill Advisors. Dave is a professional certified and licensed coach and former Olympic Development Soccer Coach. He enjoys spending his time with family, is still involved in youth and adult soccer, and is a lifelong practitioner of, and competitor in martial arts. A native of West Sussex, England, he presently resides on Long Island, New York.