Burgess COMMENTARY

Peter Burgess

Financials Delta Series – New York City ... What gets measured gets managed; manage what is material.

One size does not fit all. Yet, until recently, environmental, social and governance (ESG) issues were treated as though they were of equal importance to all companies across all industries. The Sustainability Accounting Standards Board (SASB) is developing industry-specific sustainability accounting standards for the disclosure of material ESG issues for the benefit of business, investors and society.

The Delta Series:

Join SASB working group members and industry experts to discuss SASB standards under development sector by sector through SASB’s unique Delta Series – the only events centered on the competitive advantage of sustainability disclosure for the compliance, legal, accounting and investment communities. Get a detailed look at the material issues, standards for disclosure, and overall results of SASB’s standards setting process to date.

Attend the Delta Series. Leave prepared to lead the future of sustainability reporting in your industry.

Event Time and Location: Tuesday, April 16, 2013 from 8:00 AM to 12:30 PM (EST) Optional Workshop from 1:00 to 2:00 PM Bloomberg – New York Headquarters 731 Lexington Ave New York, NY 10022

Online Ticketing for SASB Delta Series – Financials Sector powered by Eventbrite Event Schedule:Financials Sector Delta Series — April 16, 2013 — New York City

8:00-8:25am Registration & Coffee

8:25-8:35 Host Remarks
Curtis Ravenel – Global Head, Sustainability Group, Bloomberg L.P.

8:35-8:45 Opening Remarks
Erika Karp – Managing Director and Head of Global Sector Research for UBS

8:45-9:00 Keynote – Business View on Reporting: Walking the Talk
Chad Holliday, Jr. – Chairman, World Business Council for Sustainable Development

9:00-9:10 SASB Overview
Dr. Jean Rogers – Executive Director, SASB

9:10-9:20 Materiality Panel Opening Remarks
Jeffrey Smith – Partner, Crowell and Moring, LLP

9:20:10:05 Panel – Materiality and the Reasonable InvestorModerator:
Jeffrey Smith – Partner, Crowell and Moring, LLP
Panelists:
Meyer Frucher – Vice Chair, NASDAQ
Bob Herz – former Chairman, FASB
John White – Partner, Cravath, Swaine & Moore, LLP
George Serafeim – Assistant Professor, Harvard Business School

10:05-10:20 Coffee Break

10:20-11:00 SASB Standards for the Financials Sector – How Did We Get Here?Jerome Lavigne-Delville – Director, Standards Development, SASB – 10 Mins
Katie Schmitz Eulitt -Associate Director, Stakeholder Engagement, SASB – 10 Mins Q&A

11:00-11:45 Panel – The Intersection between CSR Reports and the 10-K – The Role of SASB StandardsModerator:
Ed Waitzer – Partner, Stikeman Elliott, LLP
Panelists:
Jay Bruns – Vice President for Public Policy, The Hartford
John Buckley – Director of Corporate Social Responsibility, BNY Mellon
Dan Hanson – Managing Director, Portfolio Manager, Jarislowsky Fraser Ltd.
Jameela Pedicini – Investment Officer, CalPERS

11:45-Noon Closing RemarksPeter Knight – Partner, Generation Investment Management, LLP

Noon-12:30 Lunch and Networking

12:30-1:00pm Break 1:00-2:00pm Workshop – A “Deep Dive” on SASB Standards for the Financials Sector
Marisa Mackey, Associate Director, Education Services – SASB