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Environmental, Social, Governance (ESG) Roundtable

List Price

$1,550

Member Price

$1,150

Event Id:

693124210

Product code:

020161-23

Format:

Roundtable: In-Person

Date:

4/19/2023 - 4/19/2023

Registration Fees

Members $1,150
Nonmembers $1,550

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Item Details

Registration fees:
Member early bird rate on or before March 5, 2023 - $1150.00
Member rate beginning March 6, 2023 - $1250.00
Nonmember early bird rate on or before March 5, 2023 - $1550.00
Nonmember rate beginning March 6, 2023 - $1650.00

Site Information:
Kimpton Hotel Palomar Phoenix
2 E Jefferson St,
Phoenix, AZ 85004

Select your room (ihg.com)
Hotel Reservation Cut Off Date: 3/28/23

Event Date & Time: April 19, 2023 8:00AM-4:30PM

There is a growing global demand for financial institutions to act as environmental stewards, to treat employees, customers, and other stakeholders ethically, and to exhibit good corporate governance. However, there is no mandated or standardized ESG disclosure framework (yet)—which means there is no one way to create and manage these programs. Studies are showing that early and deep adoption of these practices are likely to lead to better performing organizations that have more favorable brand recognition of consumers and regulators. 
 
ESG programs should include the process for setting, managing, and reporting on an organization’s governance mechanisms, environmental/climate, social impacts, and related policies. It allows the Board and senior leadership to evaluate and appreciate stakeholder interests to better inform corporate strategy. For a robust ESG narrative, companies should consider three factors: 
 
- Alignment: Is the ESG narrative consistent with existing messages about your organization's identity (e.g., values) and direction (e.g., strategy)?
- Impact: Do your ESG goals and commitments address a critical societal need? Will the impact be credibility felt by key audiences?
- Distinction: Are your organization’s ESG goals and activities distinct or differentiated from your competitors?  

Learning Objectives:
This roundtable offers a valuable opportunity to meet and discuss these challenges with your peers, and to identify best practices that you can leverage at your institution to enhance the value of your ESG programs. A unique feature of RMA’s roundtables is that each event agenda is a bit different, as the agenda is driven by attendee’s recommendations. We believe topics for this roundtable will likely include: 
- Learning the roles and responsibilities of ESG programs and teams at other institutions,
- Improving knowledge, governance and culture for ESG-related risks,
- Risk management process techniques for ESG risks (identifying, assessing, prioritizing, and treating) and how to assess a third party's ESG program,
- Creating ESG key indicators and metrics to monitor,
- Communicating, escalating, and reporting ESG intelligence,
- Discussing emerging ESG risks and regulatory interest, and
- ESG disclosure standards and best practices for ERM. 
 
What happens at the event?
The forum will feature a lead facilitator, roundtable group discussions, and may include small breakout groups that will delve deeper into issues of specific interest. You will benefit from the problem-solving techniques discussed by your peers, regardless of the size of the institution. Participants share information, ask questions, and exchange ideas in a roundtable environment, to broaden their knowledge and acquire a firm understanding of the issues.

There is a growing global demand for financial institutions to act as environmental stewards, to treat employees, customers, and other stakeholders ethically, and to exhibit good corporate governance. However, there is no mandated or standardized ESG disclosure framework (yet)—which means there is no one way to create and manage these programs. Studies are showing that early and deep adoption of these practices are likely to lead to better performing organizations that have more favorable brand recognition of consumers and regulators. 
 
ESG programs should include the process for setting, managing, and reporting on an organization’s governance mechanisms, environmental/climate, social impacts, and related policies. It allows the Board and senior leadership to evaluate and appreciate stakeholder interests to better inform corporate strategy. For a robust ESG narrative, companies should consider three factors: 
 
- Alignment: Is the ESG narrative consistent with existing messages about your organization's identity (e.g., values) and direction (e.g., strategy)?
- Impact: Do your ESG goals and commitments address a critical societal need? Will the impact be credibility felt by key audiences?
- Distinction: Are your organization’s ESG goals and activities distinct or differentiated from your competitors?   

Who will benefit? 
This roundtable is designed for financial institutions with more than $40 billion in managed assets. We recommend the following individuals to attend: 
- ESG Program Directors or Managers; or those in a targeted ESG field like Environment/Climate, Sustainability, DE&I, etc.
- Enterprise Risk Officers, Directors, Managers, and their deputies
- Compliance Officers, Directors, Managers, and their deputies
- Audit Directors and Managers, 
- Other Officers, Directors, or Managers responsible for the creation and/or oversight of ESG programs or functions
 
Please note: Consideration for this event is on an individual basis, and we recommend no more than two registered participants per institution attend. Third party vendors and professional member registration is by approval only.
 
For any questions, please email ORMERM@rmahq.org.