LESS THAN 10 DAYS LEFT! REGISTER & RESERVE YOUR SEAT AT DEMYSTIFYING THE CSA & DJSI

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REGISTER & RESERVE YOUR SEAT AT DEMYSTIFYING THE CSA & DJSI
Focus on Assessment Questions for Human Rights, Human Capital & Supply Chain

A Practitioner Workshop on Tuesday, October 24, 2017
Presented By Governance & Accountability Institute
in collaboration with RobecoSAM

The aim of this workshop is to increase the participants’ knowledge about the methodology behind the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA). In this session but, special focus will be on selected criteria including Human Rights, Supply Chain, and Human Capital.

A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion.

Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA. Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results & learnings.
  • Effective approaches in assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors / fiduciaries are utilizing ESG data.

AGENDA

WELCOME OF THE DAY 
* Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute
* Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
* Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM

WORKSHOP 1: HUMAN RIGHTS
with Top Scoring Corporate Representative:
Ariel Meyerstein, Senior Vice President, Corporate Sustainability, Citi

* Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
* Moderator: Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute

WORKSHOP 2: HUMAN CAPITAL
with Top Scoring Corporate Representative:
Tina M. Berg, Sustainability Specialist, 3M Corporate Social Responsibility 

* Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
* Moderator:
 Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute

Networking Lunch

WORKSHOP 3: SUPPLY CHAIN
with Top Scoring Corporate Representative:
Jocelyn Cascio, Supply Chain Sustainability Senior Manager at Intel Corporation 

* Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
* Moderator: Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute & Board Member of Global Sourcing Council (GSC)

WORKSHOP 4: ESG DATA FROM AN INVESTOR PERSPECTIVE
with Hideki Suzuki, Senior Governance Data Analyst, Bloomberg LP

DJSI 2018 OUTLOOK & CLOSING REMARKS 
* Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
* Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute
* Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute

DETAILS
Tuesday, October 24, 2017
8:45 am – 4:00 pm
Baruch College/ CUNY
, Newman Vertical Campus
55 Lexington Avenue, New York, NY 10010

For information and to register click here.
Registrations will be open until October 22nd, 2017.

For questions, contact Louis D. Coppola, Executive Vice President & Co-Founder, Governance & Accountability Institute, Inc. at Tel 646.430.8230 ext 14 or email lcoppola@ga-institute.com.

Meet Tina Berg, 3M @ Demystifying The CSA & DJSI Workshop

Tina Berg is Sustainability Specialist at 3M is speaking at Demystifying the Corporate Sustainability Assessment (CSA) & The Dow Jones Sustainability Indices (DJSI). This practitioner workshop is presented by Governance & Accountability Institute in collaboration RobecoSAM on October 24, 2017 and is being hosted at Baruch College/CUNY in New York City.  Tina will be focusing on assessment questions for Human Capital.

MEET ONE OF THE SPEAKERS: TINA BERG
Sustainability Specialist, 3M

TOPIC: Workshop 2: Human Capital

A conversation with Tina:

Q:  What is your involvement and experience at 3M in completing the RobecoSAM CSA for the DJSI each year? 

As 3M’s Sustainability Reporting Manager, I have the opportunity to lead a dedicated team of individuals from across the company to advance Sustainability in their organizations, while creating the story that best reflects our commitment to improving Every Life. This then also drives new growth by enhancing supplier, operational, customer engagement, and effective product and brand positioning through 3M’s Sustainability Report and DJSI submittal.

Q:  What can attendees expect to learn from your session on Human Capital?

At 3M, we recognize that growth of our company is directly related to growth of our people, and the people with whom we work and live every day.   During the session, learn about our most valuable resource, our people, how we invest in their success, and how that is reflect in our Sustainability Report and DJSI response.

Q:  What advice do you have or opportunity that you see for attendees who are considering attending the program and looking to improve their RobecoSAM CSA responses, and get on the DJSI? 

The approach to the CSA response is a process just like any other.  At a high-level, three areas come to mind to drive that process forward: top-down culture, integrated purpose driven Sustainability strategy, and engagement of key stakeholders throughout the organization.

* * * * * * * *

CAREER BACKGROUND:
Tina Berg is Sustainability Specialist at 3M
Tina Berg is Sustainability Specialist at 3M.  In this role, she is leading a dedicated team of individuals who work across 3M to drive new growth by enhancing supplier, operational, customer engagement, and effective product and brand positioning through 3M’s Sustainability reporting.  Tina is also leading strategic planning for 3M’s 2025 Sustainability Goal to engage 100 percent of water-stressed/scarce communities where 3M manufactures on community-wide approaches to water management.

During her 18 years at 3M, opportunities have provided her with diversified experience in a multi-disciplinary technical environment.   She spent her 3M career in laboratories, corporate environmental compliance, and hands-on facility operations before assuming this Sustainability leadership role in 2014.  She is an alumni of St. Olaf College graduating with a B.S. in Biology and Environmental Studies.  Growing up in Northern Minnesota, near the Boundary Waters Canoe Area, sparked her life-long passion for water and the outdoors.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

The aim of this workshop is to increase the participants’ knowledge about the methodology behind the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA) — in this session, specifically on selected criteria including Human Rights, Supply Chain, and Human Capital. A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

Click here for more info and to register.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion. Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA.

Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results, and learnings.
  • Effective approaches to assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors/fiduciaries are utilizing ESG data.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

Meet Ariel Meyerstein, Citi @ Demystifying The CSA & DJSI Workshop

Ariel Meyerstein, Senior Vice President, Corporate Sustainability Program, Citi is speaking at Demystifying the Corporate Sustainability Assessment (CSA) & The Dow Jones Sustainability Indices (DJSI). This practitioner workshop is presented by Governance & Accountability Institute in collaboration RobecoSAM on October 24, 2017 and is being hosted at Baruch College/CUNY in New York City.  Ariel will be focusing on assessment questions for Human Rights.

MEET ONE OF THE SPEAKERS: ARIEL MEYERSTEIN
Senior Vice President, Corporate Sustainability, Citi
TOPIC: Workshop 1: Human Rights

A conversation with Ariel:

Q:  What is your involvement and experience at Citi in completing the RobecoSAM CSA for the DJSI each year? 

As the newest edition to Citi’s Sustainability Team, joining in March 2017, I’ve been involved in Citi’s most recent RobecoSAM CSA filing for 2017, but my colleagues on the Sustainability team have long had lead ownership over preparing our overall response and gathering information from dozens of functions across our global company, garnering us a spot on the DJSI World and DJSI North American indices for 17 straight years. Our team also co-leads development of our annual Global Citizenship Report, which summarizes the ways in which Citi enables progress in the cities and communities where we live and work. I manage our reputational risks for human rights and other sustainability issues, so I focus on our CSA responses to the human rights-related questions, parallel sections of the Citizenship Report and various other external stakeholders.

Q:  What can attendees expect to learn from your session on Human Rights?

We’ll discuss how Citi supports human rights across our entire value chain – for our employees, suppliers, clients and communities in all the countries where we do business. This is a complex and rapidly evolving space that requires us to refine our approach to human rights based on a number of factors. Citi is determined to finding and eliminating human rights violations across our company, supply chain and anyplace else we can influence the human rights agenda.

We also recognize that partnering with our industry and more broadly is critical to improving businesses’ collective approach to preserving human rights. Citi is a founding member of the Equator Principles, a member of Shift’s Business Learning Program, and the first U.S. bank to report to the UN Guiding Principles Reporting Framework.

Q:  What advice do you have or opportunity that you see for attendees who are considering attending the program and looking to improve their RobecoSAM CSA responses, and get on the DJSI? 

Corporate responsibility efforts, particularly on social issues like human rights and labor, are never complete, particularly as regulatory initiatives continue to proliferate and expectations around action and transparency continue to rise.  As companies work on these issues, we all struggle with how much of our internal story to disclose, particularly for efforts that are always ‘in progress’ or where results are uneven because the issues are challenging. So the trick is to keep tabs on developments, expectations and best practices and find ways to get comfortable with being increasingly transparent about your progress and your challenges so that stakeholders can have greater appreciation for all the hard work you do.

* * * * * * * *

CAREER BACKGROUND:
Dr. Ariel Meyerstein, Senior Vice President, Corporate Sustainability, Citi
Dr. Meyerstein works in Citi’s Sustainability team, helping to lead the development of policy frameworks and risk management approaches to human rights and sustainability issues. Prior to joining Citi, Meyerstein led multilateral organization policy engagement on human rights, labor affairs, sustainable development and corporate governance for the United States Council for International Business, an association of Fortune 500 U.S. businesses. While at USCIB, Meyerstein launched the Business for 2030 portal, one of the earliest platforms to promote and track business engagement in the U.N. Sustainable Development Goals (SDGs). Prior to USCIB, Meyerstein spent several years developing expertise in international dispute resolution while working for global law firms and in international courts and tribunals. Meyerstein has served on a number of advisory committees to various U.S. executive branch agencies and international organizations on the intersection of trade, investment and human rights and sustainable development. He was elected a Term Member of the Council on Foreign Relations in 2016 and is a member of the Global Advisory Council of the Ethics Alliance. He has published several articles and book chapters on various aspects of human rights law and teaches business and human rights as an adjunct professor at Fordham University School of Law. He received his law degree and PhD in Jurisprudence & Social Policy from the University of California, Berkeley. He has a B.A. from Columbia University in English & Comparative Literature with a concentration in Human Rights. He lives in Brooklyn, NY, with his wife and two children.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

The aim of this workshop is to increase the participants’ knowledge about the methodology behind the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA) — in this session, specifically on selected criteria including Human Rights, Supply Chain, and Human Capital. A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

Click here for more info and to register.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion. Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA.

Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results and learnings.
  • Effective approaches to assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors/fiduciaries are utilizing ESG data.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

Meet Jocelyn Cascio, Intel Corporation @ Demystifying The CSA & DJSI Workshop

Jocelyn Cascio, Supply Chain Sustainability Senior Manger at Intel Corporation is speaking at Demystifying the Corporate Sustainability Assessment (CSA) & The Dow Jones Sustainability Indices (DJSI). This practitioner workshop is presented by Governance & Accountability Institute in collaboration RobecoSAM on October 24, 2017 and is being hosted at Baruch College/CUNY in New York City.  Jocelyn will be focusing on assessment questions for supply chain at the workshop.

MEET ONE OF THE SPEAKERS: JOCELYN CASCIO
Supply Chain Sustainability Senior Manager at Intel Corporation

Topic: Workshop 3: Supply Chain

A conversation with Jocelyn:

Q:  What is your involvement and experience at Intel Corporation in completing the RobecoSAM CSA for the DJSI each year? 

For the past 6 years, my team and I have owned completion of the Supply Chain section of the CSA. We analyze, synthesize and consolidate data from various sources and collaborate across internal stakeholders to ensure the most complete story in the application. We also own the SC section in Intel’s CSR Report.

Q:  What can attendees expect to learn from your session on Supply Chain?

  • Insight on how Intel has evolved our Supply Chain Sustainability Program over the past decade and how we’ve integrated Sustainability into our standard supply chain processes.
  • How we’ve leveraged Industry Associations like the EICC to create and proliferate standards and achieve the greatest possible reach across our global Supply Chain.
  • What some of the key focus areas of our program are (e.g., Forced and Bonded Labor, Conflict Minerals, Supplier Diversity) and how we measure them.
  • How our Supplier Capability Building Program supports and enables supplier performance improvement. 

Q:  What advice do you have or opportunity that you see for attendees who are considering attending the program and looking to improve their RobecoSAM CSA responses, and get on the DJSI? 

Build strong relationships internally with others in your company that work on the different programs comprehended in the CSA. Determine an overall lead as well as clear ownership for the various sections to ensure you are able to provide the most complete picture with all relevant data. Have a strong multi-stakeholder sensing process in place to ensure you comprehend the various, ever-changing and increasing priorities (including DJSI); this will enable you to stay ahead of emerging issues and be proactive versus being completely reactive and potentially losing points.

* * * * * * * *

CAREER BACKGROUND:
Jocelyn Cascio, Supply Chain Sustainability Senior Manager at Intel Corporation

Since 2009, Jocelyn Cascio has been the Supply Chain Sustainability Senior Manager at Intel, working internally and externally to integrate sustainability more deeply into the supply chain, define increased expectations for suppliers and lead capability building efforts.  She has spent her 20 year tenure at Intel in various roles across the Supply Chain, leading business process improvement and change management efforts on a variety of global, cross functional initiatives.  She is a Lean Six Sigma Certified Black Belt with a BA in Organizational Communication from Arizona State University and an MBA from Babson College.  She also holds Leading Organizational Transition and CSCMP Supply Chain Masters certifications.  Jocelyn’s personal passions include competing in equestrian sports as well as marathons and Ironman triathlons.

* * * * * * * *

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

The aim of this workshop is to increase the participants’ knowledge about the methodology behind the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA) — in this session, specifically on selected criteria including Human Rights, Supply Chain, and Human Capital. A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

Click here for more info and to register.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion. Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA.

Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results and learnings.
  • Effective approaches to assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors/fiduciaries are utilizing ESG data.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

Meet Robert Dornau, RobecoSAM @ Demystifying The CSA & DJSI Workshop

Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM is speaking at Demystifying the Corporate Sustainability Assessment (CSA) & The Dow Jones Sustainability Indices (DJSI). This practitioner workshop is presented by Governance & Accountability Institute in collaboration RobecoSAM on October 24, 2017 and is being hosted at Baruch College/CUNY in New York City.  Robert will be focusing on assessment questions for Human Rights, Human Capital & Supply Chain as well as providing results, and learnings of the DJSI 2017.

MEET ONE OF THE SPEAKERS: ROBERT DORNAU
Director, Senior Manager Sustainability Services, RobecoSAM
Topic:
Workshop 1: Human Rights; Workshop 2: Human Capital; Workshop 3: Supply Chain

A conversation with Robert:

Q:  What is your involvement and experience with RobecoSAM’s CSA for the DJSI? 

I am a director in RobecoSAM’s Sustainability Services business. We leverage the unique CSA database and provide benchmarking services to companies. In this role I have looked at the environmental performance of hundreds of CSA participating companies in detail and helped them understand RobecoSAM’s CSA methodology and the rational and scoring methodology for the questions we ask. It is important to know that my department is not involved in the CSA scoring process.

Q:  What can attendees expect to learn from your presentations?

For all of the focus areas in this workshop I will present RobecoSAM’s rational, the approach we expect companies to take when they address these areas, the performance indicators that we measure and our assessment methodology, and the link we see to business value drivers (Risk profile, growth, profitability). I will also present statistical analysis on the results of the 2017 assessment in the focus area. Based on that the areas most companies struggle with will be identified and discussed in more detail.

Q:  What advice do you have or opportunity that you see for attendees who are considering attending the program and looking to improve their RobecoSAM CSA responses, and get on the DJSI? 

The basis to improve your performance in RobecoSAM’s CSA is an improvement of your underlying sustainability performance. This workshop will help you better understand RobecoSAM’s rational and expectations in the focus areas covered. The better you understand the requirements, the more focused your answers to the assessment can be. A better understanding of the CSA approach also helps you find the arguments internally to improve e.g. your companies processes and transparency in certain areas. The value of participating in the CSA goes clearly beyond inclusion in the Dow Jones Sustainability Indices. By definition only a small number of companies can make it into the index. The results of the CSA are also published on Bloomberg, this allows investors to see the full ranking of companies that goes beyond the top 10% included in the index.

CAREER BACKGROUND:
Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM, Zurich, Switzerland

Robert joined RobecoSAM’s Sustainability Services Team in February 2014. Before that Robert worked in different roles in climate change and sustainability, including Vice President, Global Head Climate Change Service at technical verification and inspection firm SGS, Deputy to the CEO of the International Emissions Trading Association, Consultant to the World Bank as Conference Director for Carbon Expo. Robert is a regular speaker and chair at workshops, webinars and international conferences. He holds a Master in Economics from the University of Konstanz, Germany and has published articles in peer reviewed journals and contributed chapters to different books on among others carbon markets and climate change regulation.

* * * * * * * *

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

The aim of this workshop is to increase the participants’ knowledge about the methodology behind the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA) — in this session, specifically on selected criteria including Human Rights, Supply Chain, and Human Capital. A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

Click here for more info and to register.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion. Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA.

Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results and learnings.
  • Effective approaches to assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors/fiduciaries are utilizing ESG data.

For more information about the course and how to register, visit: http://bit.ly/CSAtrain

Practitioner Workshop: DEMYSTIFYING THE CSA & DJSI

Practitioner Workshop: DEMYSTIFYING THE CSA & DJSI
Focus on Assessment Questions for
Human Rights, Human Capital & Supply Chain 

October 24, 2017

Presented to you by G&A Institute in collaboration RobecoSAM
Hosted at Baruch College/CUNY in New York City

The aim of this workshop is to increase the participants’ knowledge and obtain advice on the Dow Jones Sustainability Indices (DJSI) and the RobecoSAM Corporate Sustainability Assessment (CSA) — in this session, specifically on selected criteria including Human Rights, Supply Chain, and Human Capital. A workshop session will also be included on how institutional investors are utilizing data from the CSA and ESG data in their investment decision-making.

RobecoSAM and Governance & Accountability Institute expert representatives will contribute to the Meeting overall and in particular present content (including analysis and slide decks) that address each of the criterion. Representatives from CSA-responding corporations that are high scorers in the respective CSA criterion will respond and share their perspective and experience in crafting responses to the CSA.

Participants can expect to take away a deeper understanding of:

  • The DJSI 2017 – results, learnings, outlook.
  • Effective approaches in assessing established and emerging sustainability topics in the CSA.
  • Rationale, the business case, performance, and results from last year’s assessment, and learn more about major challenges for companies, especially in the CSA Criteria of Human Rights, Human Capital, and Supply Chain.
  • How institutional investors / fiduciaries are utilizing ESG data.

REGISTRATION IS NOW OPEN

EARLY BIRD RATE: $995
(Available until September 30th. Full price: $1,190)

Registrations will be open until October 22nd, 2017.

AGENDA

Welcome to the Day 
– Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute
– Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
– Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM

Workshop 1: Human Rights 
– Moderator: Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
– Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
– Ariel Meyerstein, Senior Vice President, Corporate Sustainability Program, Citi

Workshop 2: Human Capital 
– Moderator: Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute
– Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
– Tina M. Berg, Sustainability Specialist, 3M Corporate Social Responsibility (To be confirmed)

Networking Lunch

Workshop 3: Supply Chain 
– Moderator: Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute & Board Member of Global Sourcing Council (GSC)
– Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
– Corporate Representative – To Be Announced

Workshop 4: ESG Data From an Investor Perspective 
– Hideki Suzuki, Senior ESG Analyst, Bloomberg LP

DJSI 2018 Outlook & Closing Remarks 
– Hank Boerner, Co-Founder & Chairman, Governance & Accountability Institute
– Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
– Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM

DETAILS
Tuesday, October 24, 2017 — 8:45 am – 4:00 pm
Baruch College/ CUNY, Newman Vertical Campus 55 Lexington Avenue, New York, New York 10010

For information and to register click here.

About Governance & Accountability Institute, Inc. (www.ga-institute.com
Governance & Accountability Institute is a New York City-based sustainability research, consulting and educational services company working with corporate sector and investment community clients. Typical engagements include preparation of sustainability, CSR and citizenship reports; peer benchmarking on ESG issues and reporting; customized ESG research (environmental, social and governance performance); strategic materiality analysis; sustainable investor relations; corporate communications around sustainability; and assistance with stakeholder engagements. The company is the exclusive Data Partner for the Global Reporting Initiative (GRI) for the USA, UK and the Republic of Ireland.

About RobecoSAM (www.robecosam.com
Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investing, sustainability assessments, and benchmarking services. The company’s asset management capabilities cater to institutional asset owners and financial intermediaries and cover a range of ESG-integrated investments, featuring a strong track record in resource efficiency-themed strategies. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Index series, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology. Based on its Corporate Sustainability Assessment (CSA), an annual ESG analysis of over 3,900 listed companies, RobecoSAM has compiled one of the world’s most comprehensive databases of financially material sustainability information. The CSA data is also included in USD 86.5 billion of assets under management by the subsidiaries of the Robeco Group.

RobecoSAM is a sister company of Robeco, the Dutch investment management firm founded in 1929. Both entities are subsidiaries of the Robeco Group, whose shareholder is ORIX Corporation. As a reflection of its own commitment to advancing sustainable investment practices, RobecoSAM is a signatory of the PRI and UN Global Compact, a member of Eurosif, Swiss Sustainable Finance, Carbon Disclosure Project (CDP), Ceres and Portfolio Decarbonization Coalition (PDC). As of December 31, 2016, RobecoSAM had client assets under management, advice and/or license of approximately USD 16.1 billion.

For questions, contact Louis D. Coppola, Executive Vice President & Co-Founder, Governance & Accountability Institute, Inc. at Tel 646.430.8230 ext 14 or email lcoppola@ga-institute.com.

RESEARCH RESULTS: Using The GRI Sustainability Reporting Framework Improves The Quality of ESG Disclosures – Joint Research From G&A Institute and Baruch College Shows

(July 18, 2017 – New York, NY) — Governance & Accountability Institute, Inc. is the data partner for the Global Reporting Initiative (GRI) in the United States, United Kingdom, and The Republic of Ireland. In this role the Institute monitors, collects and analyzes every sustainability report published in these three countries. The results of this pro-bono work help to feed the GRI’s “Sustainability Disclosure Database,” the largest sustainability database in the world, with 41,734 sustainability reports as of June 30th, 2017.

In addition to this important work, G&A Institute has analyzed the corporate sustainability (and related titles) reporting of the S&P 500® universe of companies for six years in a row, first releasing its benchmark studies on the 2010 reporting year.

In the first year of the study, for 2010 reporting, G&A Institute determined that 80 percent of the leading large-cap companies of the United States of America included in the index were laggards, and not publishing sustainability reports. Generally speaking, this result clearly demonstrated that U.S. companies were lagging many of their corporate peers in Europe where the rates of reporting on Environmental, Social and Corporate Governance (ESG) issues were much higher and reporting is increasingly mandated.

Since then, there has been a dramatic increase in the S&P 500 universe companies, with 53% of the S&P 500 companies reporting in 2012; 72% reporting in 2013; 75% reporting in 2014; 81% in 2015, and in the most recent flash report issued by G&A Institute 82% of the S&P 500 were reporting in the 2016 calendar year. See more here: http://www.ga-institute.com/press-releases/article/flash-report-82-of-the-sp-500-companies-published-corporate-sustainability-reports-in-2016.html.

The dramatic rise in corporate reporting on sustainability is holding steady, with an increasing number of companies disclosing their strategy and performance on ESG metrics.

But Now That Most Companies Are Publishing Sustainability Reports the Question Arises: What is the Quality of the Content of These Reports?

To explore the answers, G&A teamed with The CSR-Sustainability Monitor® (CSR-S Monitor) research team at the Weissman Center for International Business, Baruch College/CUNY, to combine their partners’ “Big Data” sets to extract deeper intelligence on the subject.

Baruch’s CSR-S Monitor uses a content analysis approach to score CSR / Sustainability reports published by the world’s largest companies as identified in Fortune 500 and Global 500 rankings. The CSR-S Monitor scoring methodology categorizes the content of each report into 11 components called “Contextual Elements,” which cover the most commonly reported sustainability topics:  Chair’s / Executive Message, Environment, Philanthropy & Community Involvement, External Stakeholder Engagement, Supply Chain, Labor Relations, Governance, Anti-Corruption, Human Rights, Codes of Conduct, and Integrity Assurance.

More info on these 11 contextual elements can be seen online at: http://www.csrsmonitor.org/methodology/contextual_elements.pdf
(Note that only disclosure in the form of a standalone or web-based CSR report or Integrated Annual Report is considered for the purpose of scoring on the CSR-S Monitor.)

The Question Asked on The Combined “Big Data” Sets Is: 
Does Reporting Using The GRI Sustainability Reporting Framework Result in Higher Quality Reports?

The partners set out an ambitious study to answer this question through examining the quality of information and degree of verification provided in the reports that were identified as utilizing the GRI reporting frameworks, and the ones that did not.

Question Posed
Is there a difference between the world’s leading companies following the GRI guidelines and those not doing so? Short answer: Yes! CSR-S Monitor found that a supermajority of the large-cap companies do follow the Global Reporting Initiative (GRI) guidelines, and following the GRI guidelines makes a big difference in most categories.

Highlights of the Analysis
The partners’ data sets matched up on 572 companies which were included as the Universe for this study. The data are taken strictly from reports published any time during the calendar year 2014. The CSR-S Monitor analysts scored companies on their disclosure on the 11 contextual elements, based on information quality and degree of verification. The G&A data were used to separate the scored reports into two buckets, those that utilized the GRI framework, and those that did not. There were a total of 481 (or 84%) companies publishing using the GRI framework, and 91 (16%) companies not using the GRI framework.

Results of Analysis 
Companies using the GRI framework consistently achieved average contextual element scores higher than the companies not using GRI for their reporting (scores are from 0-100 with 100 being the best).

  • Overall, the score was 45.7% for GRI reporter, vs. 29.6% for non-GRI;
  • For the Environment element, GRI reporters scored 64.9% vs. 51.0% for non-GRI;
  • For Labor Relations, GRI reporters scored 55.8% vs. 36.7% for non-GRI;
  • For Supply Chain, GRI reporters scored 46.6% vs. 28.2% for non-GRI;
  • For Anti-Corruption, GRI reporters scored 26.4% vs 10.4% for non-GRI;
  • For Integrity Assurance, GRI reporters scored 31.0% vs. 13.3% for non-GRI;
  • The largest differential was for Human Rights, with GRI reporters scoring 45.0% vs. 15.0% for non-GRI reporters.

Mert Demir, PhD, Director of Research at Weissman Center, commented on the CSR-S Monitor analysis:  “CSR-Sustainability Monitor scores reflect the breadth, depth, and degree of external/independent verification of the information in corporate sustainability reports, regardless of the firm’s underlying ESG performance. While sustainability reporting has become more mainstream over time, these reports still show limited standardization and considerable variation in content and quality, preventing effective comparisons of their information across time as well as among peers. Though stakeholders often find these reports core to their evaluation of a company, these issues make using them effectively challenging.

“The Monitor’s scores indicate these concerns have mostly been addressed with the adoption of a reporting framework such as GRI’s. GRI-compliant reports achieve significantly higher quality scores across all main domains of sustainability reporting. As companies pursue sustainability objectives, they increasingly face the necessity to address growing stakeholder concern and expectations regarding comprehensive, detailed, and material ESG information to complement financial information they believe to be insufficient to assess the big picture alone. And in this respect, following a reporting framework—GRI in particular—seems to make a big difference.”

Louis D. Coppola, MBA, Executive VP of G&A Institute and architect of the G&A Institute’s various research efforts including the S&P 500 studies, commented: “As we continue our in-depth analysis of corporate sustainability and responsibility disclosure and reporting, it is abundantly clear, year-after-year, that companies following the comprehensive GRI framework enjoy higher scores assigned by independent third party providers on a range of ESG factors important to stakeholders.

“The simple fact is that standardized sustainability reporting helps companies and its stakeholders, including investors to better utilize the information disclosed for decision making. Companies not following the GRI framework, by far the most commonly used sustainability reporting framework in the world, are consistently out-classed by their GRI reporting peers.

“By July 2018, companies reporting utilizing GRI will be required to utilize the new GRI Standards that were released in October 2016, to replace the fourth generation GRI G4. The GRI Standards are the first global standards for sustainability reporting and feature a modular, interrelated structure allowing for more flexibility in updating and in usage. The GRI Standards represent the global best practice for reporting on a range of economic, environmental and social impacts.”

# # #

About CSR-Sustainability Monitor Report
The organization reports on the quality of CSR / Sustainability reports from the world’s largest companies. Using a content analysis-based system to score corporate reports; there are 11 contextual elements scored, based on scope of coverage, specificity of detail, and degree of verification. Companies in the Fortune 500 and Fortune Global 500 Indices are included in the analysis.

About The Weissman Center
Founded in 1994, Baruch College’s Weissman Center for International Business is designated to enable Baruch College/CUNY to respond to the global economy with programs appropriate to a pre-eminent school of business. The Center created the CSR-S Monitor as a tool for analyzing the CSR reporting by the largest U.S. and global companies; in the screening process, analysts measure the degree to which the reporting company provides integrity assurance as to accuracy and completeness of information disclosed.

About Governance & Accountability Institute, Inc.
Founded in 2006, G&A Institute is a sustainability consulting firm headquartered in New York City, advising corporations in executing winning strategies that maximize return on investment at every step of their sustainability journey. The G&A consulting team helps corporate and investment community clients recognize, understand and address sustainability issues to address stakeholder and shareholder concerns.

G&A Institute is the Data Partner for the Global Reporting Initiative (GRI) in the USA, UK and Republic of Ireland. A G&A team of six or more perform this pro bono work on behalf of GRI. Over the past six-plus years, G&A has analyzed more than 5,000 sustainability reports in this role and databased more than 100 important data points for each of the [thousands of] reports.

G&A’s sustainability-focused consulting and advisory services fall into three main buckets: Sustainability/ESG Consulting; Communications and Recognitions, and Investor Relations. The resources available within each bucket include strategy-setting; sustainability/CSR reporting assistance; materiality assessments; stakeholder engagement; ESG benchmarking; enhancing investor relations ESG programs; investor engagement; investor ESG data review; sustainability communications; manager coaching; team building; training; advice on third party awards, recognitions, and index inclusions; ESG issues monitoring and customized research.

About *S&P 500® Index
According to S&P Dow Jones Indices / McGraw Hill Financial: “The S&P 500® is widely regarded as the best single gauge of large-cap US equities. There is over US$7 trillion benchmarked to the index, with index assets comprising approximately US$1.9 trillion of this total. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.” The S&P 500 is a trademarked® property of S&P Dow Jones Indices, McGraw Hill Financial. Ticker: SPX

About Fortune Indices
According to Fortune.com: “The Fortune Global 500 is our annual ranking of the largest 500 corporations worldwide as measured by total revenue, whereas the Fortune 500 is exclusively U.S. corporations… Companies are ranked by total revenues for their respective fiscal years.” Copyright 2017 Time Inc. FORTUNE® and the FORTUNE Database names are trademarks of Time Inc. All rights reserved.

For more information, contact Governance & Accountability Institute:
Louis D. Coppola
Executive Vice President & CoFounder
Tel: 646.430.8230 x14
Email: lcoppola@ga-institute.com

UNCW and G&A Institute Announce The Certificate & Certification in “Corporate Responsibility & Sustainability Strategies” Online E-Learning Course Offering Dual Credentials

New York, NY/Wilmington, NC – July 10, 2017 – To meet the needs of professionals seeking knowledge about the dramatically-expanding fields of Corporate Social Responsibility, Corporate Sustainability, Corporate Citizenship, Sustainable Investing and related subject matters, Governance & Accountability Institute, Inc. has partnered with the Swain Center for Executive Education at the University of North Carolina Wilmington to offer an online, self-paced learning course for individuals.

Dual Credentials = Dual Advantage for Participants
To maximize the value for participants, those completing the course requirements successfully will receive not just one, but two credentials. In this one of a kind course, students will receive a certification from G&A Institute (a well-known research, consultant, and educator in this space) and a certificate from the Swain Center for Executive Education at the University of North Carolina Wilmington (ranked as one of the best universities in the country by US News & World Report).

The “Certification in Corporate Responsibility & Sustainability Strategies” (or CCRSS) focuses on Environmental, Social and Governance (ESG) expectations that are evolving very quickly in the corporate sector, compelling companies to develop new capabilities to address the needs for sustainability and social accountability. Firms large and small are adopting policies, strategies, programs and best practices to lead the way for their enterprise to excel in a low-carbon global economy.

Specific Learning Outcomes 
1. Make a business case for incorporating sustainability in strategic decision making
2. Assess climate-change induced risks & opportunities for firms
3. Conduct Sustainability Risk Assessments
4. Perform Sustainability Audit Assessments
5. Describe the process of Sustainability Investment decision-making
6. Evaluate various Sustainability Reporting frameworks
7. Prepare basic Global Sustainability/Corporate Responsibility Reports
8. Develop sustainability strategies for enhancing environmental and economic performance
9. Describe approaches for valuation of ecosystem services
10. Develop strategies for leveraging Biodiversity for competitive advantage

The broad objective of the Certification program is to equip participants with cutting-edge sustainability skills that firms need to thrive in a global sustainable Economy. The dual-certification program will explore how firms can leverage sustainability strategies to not only enhance their environmental performance but also their economic performance.

The Certification consists of 12 sessions that are delivered asynchronously and will require around 30 hours to complete within 3 months from the date of enrollment.

Broad Topics Covered 
1. Corporate Responsibility Overview
2. Making a Business Case for Investing in Corporate Responsibility/Sustainability
3. Corporate Responsibility & Global Climate Change Issues
4. Corporate Responsibility Strategies for Mitigating Climate Change
5. Corporate Responsibility for Biodiversity & Water Management
6. Corporate Responsibility for Valuation of Ecosystem Services
7. Sustainability Risk Assessment Strategy
8. Sustainability Investment Decision Making Strategies
9. Green Firm-Specific Advantages for Driving Sustainable Competitive Advantage
10. Assessing Organizational Sustainability/Audit
11. Environmental Compliance Strategies
12. Global Sustainability Reporting Frameworks (GRI, OECD, UNGC, CDP, etc.)

Limited Introductory Discount 
The course’s normal price of $895 has been discounted by $100 to $795 for a limited special introductory price. There is also a free sample session video available at the top right of the page also.

Register For The Certification in Corporate Responsibility & Sustainability Strategies:
http://learning.ga-institute.com/courses/course-v1:GovernanceandAccountabilityInstitute+CCRSS+2016/about

ABOUT GOVERNANCE & ACCOUNTABILITY INSTITUTE, INC.
Founded in 2006, G&A Institute is a sustainability consulting firm headquartered in New York City, advising corporations in executing winning strategies that maximize return on investment at every step of their sustainability journey. The G&A consulting team helps corporate and investment community clients recognize, understand and address material sustainability issues to address stakeholder and shareholder concerns. G&A Institute is the exclusive Data Partner for the Global Reporting Initiative (GRI) in the USA, UK and Republic of Ireland.

G&A’s sustainability-focused consulting and advisory services fall into three main buckets: Sustainability/ESG Consulting; Communications and Recognitions, and Investor Relations. The resources available within each bucket include strategy-setting; sustainability/CSR reporting assistance; materiality assessments; stakeholder engagement; ESG benchmarking; enhancing investor relations ESG programs; investor engagement; investor ESG data review; sustainability communications; manager coaching; team building; training; advice on third party awards, recognitions, and index inclusions; ESG issues monitoring and customized research.

ABOUT THE SWAIN CENTER FOR EXECUTIVE & PROFESSIONAL EDUCATION AT THE UNIVERSITY OF NORTH CAROLINA WILMINGTON (UNCW)
The Swain Center at UNCW enhances the effectiveness of organizations through economic services, and executive and professional education. The Center’s activities benefit the Cameron School of Business through industry-university connections for faculty members and the institution.

UNCW’s values of excellence, integrity, diversity, innovation, and community engagement provide the foundation and philosophy out of which flow the aspirations for the Swain Center. The Swain Center provides the industry-university linkage to connect experts with business needs. Our programs reflect the strength of our faculty members in five areas: accounting, finance & economics, marketing, managing & leading, and operations & logistics. Most of our programs are facilitated by UNCW faculty members but we also draw on talented adjunct faculty members and local experts who have advanced degrees and industry experience.

ABOUT THE G&A ELEARNING PLATFORM
G&A Institute’s eLearning Platform is built on open source software tools – primarily Open edX, which was created by founding partners Harvard Business School and Massachusetts Institute of Technology. The G&A Institute team have customized the platform, with many user-friendly tools and resources to enhance the learning experience.

G&A created the platform to help those seeking career opportunities in both corporate and investor focus areas of ESG, sustainability, responsibility and citizenship. The courseware is designed to help individuals obtain the knowledge needed to begin a career in the fields, and for existing practitioners and organizations to expand their knowledge base.

Additional courseware is in development by G&A Institute and other partnering organizations.

For more information, contact:
Louis D. Coppola
Executive Vice President & Co-Founder
Governance & Accountability Institute, Inc.
Tel 646.430.8230 ext 14
Email lcoppola@ga-institute.com
Web www.ga-institute.com

Global Reporting Initiative — The World’s Standard for Sustainability Reporting – CEO Tim Mohin Is Six Months Into the Job

The GRI framework for corporate, institutional and organizational sustainability reporting has been in place since 1999-2000.  Since those early days (when a handful of organizations published sustainability reports), the framework has been through four iterations (“G1” to “G4”) and in October 2016 GRI launched the world’s first global standards for sustainability reporting.  More than 40,000 reports are now in the GRI Sustainability Disclosure Database (database.globalreporting.org).  GRI is headquartered in Amsterdam, The Netherlands.

Six months ago an experienced sustainability professional assumed the CEO post — Tim Mohin, who during his career was at US EPA, where he led the effort that led to the Clean Air Act); Apple (overseeing the company’s global supply chain, “Supplier Responsibility”); Chair of the Electronic Industry Citizenship Coalition; and Senior Director of Sustainability at Advanced Micro Devices (AMD).

What’s happening with GRI (now more than a quarter-century in existence)?  What’s the future for GRI and the many organizations interacting with and utilizing the resources of…GRI?  That’s the Top Story this week — an interview with Tim Mohin by Robin Hicks of Eco-Business.

There is a rich trove of information about GRI in this feature for you.
For the record, Governance & Accountability Institute is the exclusive Data Partner for the United States of America, the United Kingdom and the Republic of Ireland for GRI.  We’re also members of the GRI Gold Community…we are proud of our long-term relationship with this great organization.

Is sustainability reporting working?
(Thursday – June 29, 2017)
Source: Eco-Business – More companies are now reporting the impact they have on the environment and society. But where is the value in doing this, and what affect does it have in the real world? Eco-Business asked the new chief executive of Global…

SUSTAINABILITY REPORTS DATA ANALYST INTERNSHIP AVAILABLE AT GOVERNANCE & ACCOUNTABILITY INSTITUTE

Opportunity:  Learn to Analyze Data and Interpret Content from Global Reporting Initiative (GRI) Sustainability Reporting

Position:  Sustainability Report Data Analyst Internship Available (supporting  G&A’s GRI Data Partner Relationship)

Location: Virtual 
Work is done remotely with a flexible work schedule – at your own location.  Initial training via Web. G&A offices are located in NYC.

Time Requirements: Position requires approximately 10 hours a week and begins ASAP.  The timing of the work is flexible and can be done remotely for a majority of the time required.  The internship will take place starting in July 31, 2017 and ending February 28, 2017.

Description
Founded in 2006, Governance & Accountability Institute is a New York City-based company that specializes in research, communications, strategies and other services focused on corporate sustainability and corporate ESG performance (“Environmental, Social, Governance”) issues.

G&A is offering the opportunity for an internship for a qualified student interested in learning more about these topics. G&A Institute interns learn important elements about the GRI Standards for Sustainability reporting as well as other common frameworks such as CDP, RobecoSAM CSA (DJSI), SASB, IIRC, SDGs, and many others that can be used in their future work situations.

This is a very fast growing area of interest to corporations and Wall Street.  The GRI reporting framework is the most widely used in the world for these types of reports.

G&A is the exclusive data partner for the United States, United Kingdom and Republic of Ireland for the Global Reporting Initiative (GRI).  The Global Reporting Initiative is a non-profit organization that promotes the use of sustainability reporting as a way for organizations to become more sustainable and contribute to sustainable development.

GRI provides all companies and organizations with a comprehensive set of sustainability reporting standards that are the most widely used and respected around the world.  Currently thousands of global organizations use the GRI to report on their Environmental, Social, and Corporate Governance (ESG) strategies, impacts, opportunities and engagements (www.globalreporting.org).

As the exclusive US, UK and Ireland data partner of the GRI, Governance & Accountability Institute’s role is to collect, organize, and analyze sustainability reports that are issued by corporations, public entities, not-for-profits and other entities in the United States, United Kingdom and Republic of Ireland for the benefit of all stakeholders.

The Intern Opportunity
In this role, the analyst will work as part of a team to analyze Sustainability reports for inclusion in the largest global database of Sustainability reports, the GRI’s Sustainability Disclosure Database (database.globalreporting.org).

Learning to read, analyze, use, and structure data from reports using the GRI Standards, GRI G4, GRI-Reference as well as NON-GRI corporate and institutional reports will comprise the majority of this assignment.  The research will also contribute to several published research reports on various trends in sustainability reporting which are widely referenced by media, academics, business, capital markets players and other important sustainability stakeholders.

The student(s) selected will have the opportunity to experience a fast-paced, highly-adaptive (and nurturing) culture in a small but growing company with a unique niche. This is a hands-on position with considerable learning opportunity for those headed for a career in corporate responsibility, sustainability, citizenship, or impact investment.

G&A interns get public recognition for their work in our published reports, on our web platform and in other ways. To see what other interns have been doing (and their backgrounds) check out the intern Honor Roll at http://www.ga-institute.com/about-the-institute/the-honor-roll.html

Requirements
Applicants should demonstrate:

  • Strong background and keen interest in ESG and Sustainability issues and topics.
  • Basic understanding of business and the capital markets.
  • Strong technical, communication, and organizational skills.
  • Research and Analysis experience, a preference if focused on sustainability topics.
  • Basic skills in Excel / Google Sheets and researching on Google are required.
  • Self-driven and Independent ability to meet expectations and deadlines.
  • Must be fluent in English, additional languages are a plus.
  • Applicants with writing and editing abilities will have preference.

Application Process
Interested students should send a resume outlining education and skill sets. As an option, a one to two page introduction essay on what you would like to learn more about (in terms of your career goals), what your interests are, and anything else you feel may be relevant to the job/our organization will also be welcomed.    Samples of writing or research on sustainability or other topics are also a plus.

Send application materials to Governance & Accountability Institute at:
lcoppola@ga-institute.com & agallagher@ga-institute.com