9:30 Attendee Check-In

10:00 Welcome and Introductions
Gabriel Presler - Morningstar

10:10 Opening Remarks
Kunal Kapoor - Morningstar
Nelson Griggs - Nasdaq

10:30 Landscape Review: What to Watch
In this session, we set the stage for the day: We explore key trends facing corporate sustainability professionals today. We cover emerging regulations, aligning standards, the increasing power of stakeholders, and the changing role of corporate sustainability officers.

Tim Mohin - ESG Advisor

11:15 Break

11:30 Ready for Pressure: Stakeholders and Engagement
Explore the major avenues of demand for sustainability action at corporations, how firms engage with shareholders and stakeholders on these issues, what role the Board plays, and how to optimize processes for visibility.

Sarah Bush - Morningstar
John Hoeppner - LGIM America
Jackie Cook - Sustainalytics
Mike Stiller - Nasdaq
Greg Schmidt - Nasdaq (Moderator)

12:15 Impact Frontiers: Changing Expectations
In this session, we drill into the changing expectations that firms face from employees, Boards, and the public when it comes to social issues. We talk about how firms can make and measure impact and what roles corporate sustainability officers are (and aren’t) playing in this area.

Laura Coy - William Blair
John Oxtoby - Ariel Investments
Kimberly Evans - Northern Trust
Debbie Kobak - Arabella Advisors
Laura Lutton - Sustainalytics (Moderator)

1:15 Lunch in the Morningstar Cafe

2:00 The First Wave: Climate, Transition Planning, and Net Zero
In this session, we explore how financial services companies are grappling with climate change and environmental impact. We explore the opportunities and risks of making public commitments to climate transition management. We discuss emerging tools for impact reduction; we dig into the future of Net Zero and the potential and peril of offsetting.

Patrick Flynn- Salesforce
Michael Greenstone - Climate Vault
Natali Ganfer - Moody's
Vikram Puppala - Sustainalytics
Karen Weigert - Baumhart Center for Social Enterprise & Responsibility (Moderator)

3:00 Regulation and Reporting
Regulation is fast-moving and, in the US, it’s politically vulnerable. What can global firms do to manage emerging regulatory demands in different jurisdictions? How are global firms getting ready for disclosure requirements? Where are we focused on minimum disclosure and where is the value of boundary-pushing transparency?

Jordan Knights- ISSB
Amma Anaman - Nasdaq
Jamie Ezefili - Northern Trust

Charity Driggs - Morningstar

Gabriel Presler - Morningstar (Moderator)

4:00 Happy Hour at the Morningstar Cafe & Patio