ESG for Energy & Utility Companies

ESG for Energy & Utility Companies

October 6-7, 2021 | Online :: Central Time

Overview

ESG strategy and reporting are fast becoming a business imperative. 

Investors and stakeholders are increasingly scrutinizing companies that they want to associate with based on their ESG scores and reporting.   As a result, nearly every publicly held company and many privately held firms are facing new pressure to adapt, measure, disclose and improve their ESG policies and programs.  Furthermore, as the world strives to tackle climate change and increasingly stringent regulations around reporting, ESG metrics and reporting in the energy and natural resource & utility sector has become a more pressing concern.   

ESG for Energy & Utility Companies provides participants with the necessary tools they will need to become an important part of this new investment paradigm.  Through a combination of presentations, discussions and case studies, participants will learn about financially material Environmental Social Governance (ESG) indicators, data providers, and how to translate corporate performance on sustainability into financial performance. Attendees will also hear from energy and utility companies on some of the best ESG practices in the sector.  You will leave this event with ideas on how to adopt, incorporate or advance ESG investment practices within your organization.

Learning Outcomes

This event will provide attendees an opportunity to:

  • Identify ESG metrics and trends that matters most to energy and utility companies and how it can enhance their company’s growth and reputation
  • Discover the latest standards, policies and regulations impacting ESG performance in the energy & utility sector
  • Find out what ESG reporting and compliance look like for utility and energy companies
  • Hear directly from Edison Electric Institute about ESG industry initiatives and reporting template they have developed for the electric and gas companies
  • Uncover the different ESG ratings and standards, what are the differences between them, and how can companies leverage each to effectively communicate their ESG priorities to investors and stakeholders
  • Analyze the best practices adapted by several utility companies for driving performance and ESG ratings
  • Navigate what it takes to build ESG competency and fluency across all levels of the company
  • Incorporate actionable items to start or advance the ESG conversation to your organization
  • Examine the role ESG plays in identifying, assessing, acquiring, financing and funding infrastructure projects or accessing capital
  • Translate ESG information into business intelligence

Agenda

Wednesday, October 6, 2021 : Central Time

8:50 – 9:00 a.m.
Log In

9:00 a.m. – 1:00 p.m.
Course Timing

 

9:00 a.m. – 10:00 a.m. :: ESG in the Energy & Utility Sector: An Ever-Evolving Landscape

  • ESG Trends/Overview
  • Perspectives on ESG
    • Industry and sector differences for energy and utility companies
    • What matters most and why?
  • Standards, Policies & Regulations: Impacts on ESG Performance
  • Looking Ahead
    • Evolving ESG issues and their potential future impact

Moderator:

Margie Flynn, Senior Partner, ERM

Panelists:

Blake O’ Brien, Director, Corporate Sustainability, Dominion Energy

Shannon Dean, Chief Citizenship Officer, California Water Service Group

10:00 – 10:45 a.m. :: ESG Reporting & Compliance

  • Navigating the board role
  • Role of Proxy voting/shareholder resolutions
  • Corporate disclosure and transparency
  • Communication: Investor relations & ESG officers
    • How can companies effectively communicate their corporate purpose to shareholders and other stakeholders?
    • What corporate governance reforms would communicate a commitment to purpose?
    • Measuring, communicating with investors on environmental, social risks and priorities
    • Social issues: DE & I

Sandy Nessing, Managing Director, Corporate Sustainability, AEP

Morgan M. Scott, Sustainability & Ecosystem Stewardship Research Manager, Electric Power Research Institute

Will Meister, Analyst, Sector Lead – Infrastructure, Value Reporting Foundation

10:45 – 11:00 a.m. :: Morning Break

11:00  – 11:45 a.m. :: ESG Industry Initiatives for the Electric & Gas Utility Sector

  • Early drivers that catalyzed the industry’s ESG efforts
  • Evolution of ESG shareholder activism in the utility industry
  • Industry sustainability highlights
  • EEI/AGA Industry Reporting Initiatives
    • Outreach to financial community and other stakeholders
    • ESG/Sustainability Reporting Template
    • Natural Gas Sustainability Initiative (NGSI)
  • Priority ESG issues for continued exploration

Michael Buckley, Director, Financial Analysis, Edison Electric Institute

11:45 a.m. – 1:00 p.m. :: An Introduction to ESG Ratings and Disclosure

  • How have ESG ratings and disclosure platforms grown in significance and how are they used?
  • What are the most prominent and widely used platforms?
  • How to prepare for and ensure the best scores on ESG ratings
  • Is there an industry standard, will there be?
  • The intersection between rating and reporting, how the two reinforce each other
  • Communicating success, how to translate scores to key stakeholders
  • Risks associated with both ratings and disclosure and how to mitigate them
  • How to develop and execute ESG strategies to maximize the benefits of ratings and disclosure

    Derek Young, Managing Director, ESG Consulting Services, Summit Strategy Group, LLC

    1:00 p.m. :: End of day

     

    Thursday, October 7, 2021 : Central Time

    8:50 – 9:00 a.m.
    Log In

    9:00 a.m. – 1:00 p.m.
    Course Timing

     

    9:00 – 10:00 a.m. :: Developing an ESG Strategy and Best Practices for Driving performance and Improving ESG ratings

    • Leveraging corporate disclosure and transparency to drive performance, while also improving scores
      • Communicating the value of ESG to create action internally
      • Driving change at the company through ESG strategy/goals
      • Aligning ESG efforts with corporate purpose
      • Prioritize frameworks to decode the metrics overload and maximize resources
    • Communicating the value of ESG with investors
      • What strategies are most effective for communicating corporate purpose and ESG efforts to shareholders and other stakeholders?
      • What activities, goals, or initiatives do you highlight with investors and how?
      • What are the major environmental and social risks and priorities and how does that inform your strategy?
    • Building ESG competency and fluency across all levels of the company
    • Need for change: utilities need to get credit in ESG worlds for helping reduce emissions across the economy

    Chris Benjamin, Director, Corporate Sustainability, PG&E Corporation

    Kelli A. McCullough, Governance, Stakeholder & Sustainability Manager, SCS Environmental Affairs, Southern Company

    Lauren Quillian, Energy & Environmental Policy Manager, Xcel Energy

    Julie Yunker, Senior Project Developer, Hawaii Gas

    10:00 – 10:15 am. :: Break

    10:15 – 11:15 a.m. :: Human Capital in ESG

    • Diversity, Equity & Inclusion
    • Fair labor practices
    • Employee Health & Safety

    Judy Analco, RIMS-CRMP, Consulting Director. Global Lead, Management Systems & Compliance Community, ERM

    Emma Toner, Principal Consultant, Change Management Service Delivery Manager, Global Business, The Hague, ERM

    11:15 a.m. – 12:00 p.m. :: ESG and Cybersecurity Credit Impact and Risk Assessment

    • ESG Integration into credit analysis
    • Assessing business’s material E, S, and G risks
    • Benchmarking the company’s ESG policies, procedures, and performance against peers
    • Cybersecurity assessment and sector trends

    Edna Mariñelarena, Assistant Vice President/Analyst, Moody’s

    12:00  – 1:00 p.m. :: Capital Markets, M&A and ESG

    • Why has ESG become more relevant in evaluating a prospective project or target for acquisition?
    • Institutional Investors considerations
    • Assessing ESG Risks and opportunities
    • ESG & Fiduciary duties
    • ESG opportunities in transaction financing
    • ESG due diligence and risk mitigation
    • How potential liabilities could affect costs, cash flow and the deal timeline
    • Insight into how the company’s ESG performance could affect its most valuable intangible assets including reputation, brand value, trust and relationships
    • Post closing considerations

    Moderator:

    Andrew J. Sherman, Partner, Seyfarth Shaw

    Panelists:

    Colleen Farrell Wright, Director, Corporate Strategy, Exelon

    Karen Wawrzaszek, CFP, CTFA Regional President, BNY Mellon Wealth Management

    1:00p.m. :: Meeting Concludes

    Speakers

    • Judy Analco, RIMS-CRMP, Consulting Director. Global Lead, Management Systems & Compliance Community, ERM

    • Chris Benjamin, Director, Corporate Sustainability, PG&E Corporation

    • Michael Buckley, Director, Financial Analysis, Edison Electric Institute

    • Shannon Dean, Chief Citizenship Officer, California Water Service Group

    • Colleen Farrell Wright, Director, Corporate Strategy, Exelon

    • Margie Flynn, Senior Partner, ERM

    • Edna Mariñelarena, Assistant Vice President/Analyst, Moody’s

    • Kelli A. McCullough, Governance, Stakeholder & Sustainability Manager, SCS Environmental Affairs, Southern Company

    • Will Meister, Analyst, Sector Lead – Infrastructure, Value Reporting Foundation

    • Sandy Nessing, Managing Director, Corporate Sustainability, AEP

    • Blake O’ Brien, Director, Corporate Sustainability, Dominion Energy

    • Lauren Quillian, Energy & Environmental Policy Manager, Xcel Energy

    • Morgan M. Scott, Sustainability & Ecosystem Stewardship Research Manager, Electric Power Research Institute

    • Andrew J. Sherman, Partner, Seyfarth Shaw

    • Emma Toner, Principal Consultant, Change Management Service Delivery Manager, Global Business, The Hague, ERM

    • Karen Wawrzaszek, CFP, CTFA Regional President, BNY Mellon Wealth Management

    • Derek Young, Managing Director, ESG Consulting Services, Summit Strategy Group, LLC

    • Julie Yunker, Senior Project Developer, Hawaii Gas

    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: Confirmed speakers do not need to register and are encouraged to participate in all sessions of the event. If you are a speaker and have any questions please contact our offices at 1.303.770.8800

    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

    Event Standard RateAttendees
    Single Connection - ESG for Energy & Utility CompaniesUS $ 895.00
    Pack of 5 connectionsUS $ 3,580.00
    Pack of 10 ConnectionsUS $ 6,265.00
    Pack of 20 ConnectionsUS $ 10,470.00
    Call us at 303.770.8800 if you have any specific questions on the volume discounts
    * all other discounts do not apply to license packs

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    Cancellation Policy

    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 September 03, 2021 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

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    Credits

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    EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

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

    Requirements for Successful Completion of Program

    Participants must log in and be in attendance for the entirety of the event to be eligible for continuing education credit.

    Instructional Methods

    PowerPoint presentations, video, and Q&A will be used in the program.

    Who Should Attend

    • Utility and Energy Companies, Municipalities, Cities with 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

    Finance sector specialists in asset management, ESG/Sustainability and Investment Bankers, Buy side/Sell side analysts

    • Financial Advisors/Investment Managers
    • Portfolio Managers
    • Investors
    • General Counsel/Lawyers
    • Financiers looking to invest or fund energy or utility infrastructure projects
    • External Auditors.
    • Regulatory and Government Agencies
    • Rating Agencies

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