An ESG Update for Board Members – What to Expect in 2023

10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

Overview

Our expert panel will discuss what board members need to know about ESG.  We will cover the changing business climate, implications for private companies from a risk and opportunity perspective, and what approaches and solutions are leading the way

Registration

$  0 Member Registration Fee
$30 Non-Member Registration Fee

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Zoom invitation will be shared the day before the event.

Thank you to our National Sponsors!
Panelists

Leeann is a Senior Manager in Deloitte’s Sustainability & ESG services practice. Her twelve-year career with the firm has focused on governance and risk management efforts. Formerly a professional with Deloitte’s Center for Board Effectiveness, Leeann has experience across multiple industries and advises executives, boards of directors and others active in governance on specific risk topics. Currently, Leeann works with clients to build their ESG governance models, and to understand the link between material sustainability information and financial performance.​​ In addition to materiality assessments, she works with companies on TCFD and climate governance and reporting. Her work also includes assisting clients in creating sustainability reports that adhere to recognized standards. Leeann is a frequent speaker on ESG oversight in the boardroom and has written on ESG topics, including corporate purpose, ESG oversight disclosures in the proxy statement and the incorporation of ESG metrics in executive compensation plans.

Timothy Bolger is a Senior Vice President and Senior Relationship Manager for the Global Commercial Banking Group of Bank of America. Based in Milwaukee, Tim assists middle market companies across the state of Wisconsin in achieving their overall strategic objectives by advising and executing on various capital raising approaches, merger and acquisition initiatives, international and domestic treasury management solutions and risk management strategies. Tim also serves as the regional ESG Champion for the Midwest for Bank of America supporting the sustainable finance initiatives of clients and prospective clients.

Christopher K. Merker, PhD, CFA, Director of the Sustainable Finance and Business Program at Marquette University. He is Executive Director of Fund Governance Analytics, LLC an ESG research and data analytics firm, publishes the blog, Sustainable Finance, and is co-author of the book, The Trustee Governance Guide: The Five Imperatives of 21st Century Investing. Chris recently served on the CFA Institute ESG Working Group, responsible for leading the development of global ESG investment disclosure standards and is a member of the Institute’s ESG Advisory Panel. Chris received his PhD from Marquette University and MBA from Thunderbird, School of Global Management. He also serves as director of Private Asset Management at Baird, where he leads the ESG and responsible investing program.

Moderator

Drew Slocum is a Senior Vice President and the Wisconsin Market Executive for Bank of America.  Based in Milwaukee, Wisconsin, he leads a team of commercial banking professionals who are responsible for being client advisors and leveraging the product breadth, industry expertise and global presence of Bank of America to deliver integrated financial solutions to middle market and mid-cap companies headquartered across the state of Wisconsin.  Drew is immediate Past President and current member of the Board of Directors for First Tee – Southeast Wisconsin.  He also serves on the Wisconsin Manufacturer’s & Commerce Foundation Board of Directors, The Future Wisconsin Committee.  Drew is an Executive Partner for the Milwaukee& Economic Development Partnership and is a member of the Metropolitan Milwaukee Association of Commerce’s President’s Circle

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