Creating Value with ESG

Creating Value with ESG

January 17-18, 2023 | Online :: Central Time

Investors and stakeholders are increasingly focused on the environmental, social and governance impacts of a business. The ESG practices of an organization can not only impact sustainability, but also increase business resiliency. A transformation is underway that inextricably links sustainability with a competitive advantage. Multiple studies indicate that companies considered to be good corporate citizens perform better financially than those that don’t. The energy sector’s ESG imperative is an opportunity for leadership, competitive edge, and great advantage for early adopters.

Register now for Creating Value with ESG to gain knowledge of the opportunities for profitable impact through ESG. Attendees will leave this event with a solid foundation on how to leverage ESG practices for a competitive edge.  

Learning Outcomes

This event will provide attendees an opportunity to:

  • Identify ESG trends for energy and utility companies
  • Discover how investors use ESG criteria
  • Describe the processes of sustainable finance & ESG investing
  • Review risk management perspectives
  • Define the concept of financial materiality
  • Delineate strategies to maximize the benefits of ratings & disclosure
  • Optimize the measurement of ESG performance for creating value
  • Translate ESG information into business intelligence
  • Review regulatory & market trends

Agenda

Tuesday, January 17, 2023 : Central Time

8:50 – 9:00 a.m.
Log In and Welcome

12:15 – 1:30 p.m.
Lunch Break

9:00 a.m. – 5:00 p.m.
Course Timing

​9:00 – 9:30 a.m. :: Opening Address

9:30 – 11:00 a.m. :: Environmental, Social and Governance (ESG) in the Energy Sector ​

ESG, the environmental, social and governance impacts of a business, is bringing challenges and opportunities to the energy sector. Although some think of ESG reporting as a compliance task, others see ESG as an opportunity to show external stakeholders the company’s impact.

11:00 – 11:15 a.m. :: Morning Break

11:15 a.m.- 12:15 p.m. :: Sustainable Finance & ESG Investing

ESG-oriented investing has experienced a significant rise. Global sustainable investment now tops $30 trillion—up 68 percent since 2014. This increase is driven by heightened social, governmental, and consumer attention on the impact of corporations, and by investors who realize that a strong ESG proposition can determine long-term success.

12:15 – 1:30 p.m. :: Lunch Break

1:30 – 2:30 p.m. :: Risk-Management Perspective

An ESG program is a form of risk management. Stakeholders are taking notice of corporate ESG performance. Investors and lenders are increasingly relying on ESG data to assess risk exposure and to predict possible future financial performance.

  • Using “risk” as a driver for re-investment

2:30 – 3:30 p.m. :: How Investors Use ESG Criteria

Previously investors looked at ESG as merely a risk factor. Now stakeholders are looking at potential transactions from an ESG perspective, building ESG into their due diligence, and considering potential value on exit.

  • Shifting investor expectations

3:30 – 4:30 p.m. :: Opportunities for Profitable Impact

When defined properly, ESG can factor into corporate decision-making in a way that increases both investor and stakeholder value.

4:30 – 5:00 p.m. :: Review and Q&A

 

Wednesday, January 18, 2023 : Central Time

8:50 – 9:00 a.m.
Log In

9:00 a.m. – 12:00 p.m.
Course Timing

 

9:00 – 10:00 a.m. :: Materiality

The discussion on what ESG factors a company should focus on starts with materiality, from the perspective of the impact on the enterprise value as well as stakeholder impact.

  • The Concept of Financial Materiality
  • Investors’ View on Materiality​

10:00 – 10:15 a.m. :: Morning Break

10:15 – 11:15 a.m. :: Strategies to Maximize the Benefits of Ratings & Disclosure

In this session attendees will hear strategies to get value out of an ESG framework and how to properly integrate it into business operations for maximum impact.

11:15 – 11:45 a.m. :: Regulatory & Market Trends

During this session attendees will get a focused overview of current market trends and the forecast for the sustainability long game.

  • Key Trends
  • Topics for Critical Success

11:45 – 12:00 p.m. :: Review & Q/A

12:00 p.m. :: Course Concludes

Instructors

Danielle Barrs, Director of ESG and Sustainability Solutions, Eisner Advisory Group LLC

Danielle Barrs is the Director of ESG and Sustainability Solutions for Eisner Advisory Group with over 10 years of experience in environmental management, sustainable business, corporate social responsibility (CSR), and environmental, social and governance (ESG). She works with privately held and publicly traded organizations in a variety of industries, including manufacturing and distribution, real estate, private equity funds, and portfolio managers. Danielle also has experience serving Fortune 500 companies, NGOs, and governmental organizations.

Danielle works with clients to solve key variables in the sustainability equation, including carbon emissions, energy efficiency, clean energy, ESG performance, capital investment, and societal impact. She develops enterprise climate and sustainability objectives for clients that align with each company’s overall vision, leadership, and corporate strategy by assessing her clients’ current state, developing a tailored, long-term sustainability roadmap, and guiding them through the implementation process.

Prior to joining the firm, Danielle was the Head of Global Energy and GHG Strategy for a Fortune 200 manufacturing company and managed all energy-related initiatives for 100+ facilities in over 30 countries worldwide – from RFPs to project management, budget forecasts, ESG KPIs, and CSR reporting.


Lourenco Miranda, Managing Director, Eisner Advisory Group LLC

Lourenco Miranda is Managing Director of ESG and Sustainability Solutions (Environmental, Social and Governance) at Eisner Advisory Group, with over 20 years of experience in the financial industry covering various segments, industries, geographies, including small, middle, and large companies.

Lourenco works with a variety of clients including financial Institutions, private equity funds, corporate clients in the public and private sector, small to middle market companies, closely held entities and family offices.

Lourenco’s comprehensive and progressive offer covers the assessment (gap analysis) of ESG factors, building strategy roadmap, assisting in the execution of those strategies, and reporting for both sustainability and ESG financial impacts customized for client’s needs. This approach enables clients to manage all their stakeholders’ expectations, from shareholders, consumers, public, regulators, employees, capital providers (banks and investors), and market analysts.

Prior to joining the firm, Lourenco was Managing Director and Head of ESG Risks at an international financial institution. He was responsible for Identifying assess, and managed the ESG risks of the bank’s transactions, products, and clients for all industry sectors, client coverage, and geographies. Lourenco is a frequent speaker and presenter on topics of ESG integration, investing, financing, and climate modeling. Additionally, he is also an Adjunct Professor at Fordham University Gabelli School of Business.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.

Register

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

REGISTER NOW FOR THIS EVENT:

Creating Value with ESG

January 17-18, 2023 | Online
Individual attendee(s) - $ 1195.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees - $ 4,780.00 (20% discount)
Pack of 10 attendees - $ 8,365.00 (30% discount)
Pack of 20 attendees - $ 14,340.00 (40% discount)

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before December 16, 2022 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

CEUs

Credits

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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 0.9 CEUs for this event

Requirements for Successful Completion of Program

Participants must Log in for the entirety to be eligible for continuing education credit.

Instructional Methods

The course will utilize power point presentations, discussion, and Q&A.


Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

 

Who Should Attend

Utility and Energy Professionals with the following titles:

  • Chief ESG Officer/Sustainability Directors/Managers
  • Chief Value Officer
  • CSR Professionals
  • Board Directors and Managers
  • CFOs/Finance Officers/Treasurers
  • Compliance Personnel/Risk Officers
  • Investor Relations Officers
  • Environmental Policy Directors/Managers
  • Climate Risk Director/Officer/Manager
  • Risk Managers/Operational Managers/Internal Auditors
  • Chief DEI Officer/HR
  • General Counsel/Lawyers

Finance Sector Personnel:

  • Asset Management Specialists
  • ESG/Sustainability and Investment Bankers
  • Analysts
  • Financial Advisors/Investment Managers
  • Portfolio Managers
  • Investors

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