Date: 9/27/2018
Event start time: 9:00 AM
Event end time: 12:30 PM
Category: Seminar
Price: Member Fee: $649 Non-Member Fee: $849


ESG (Environmental, Social and Governance) investing continues to be on the rise. But what exactly is ESG investing and what does it mean for you and your company? How much do you have to know about each component, and how do you begin to approach ESG for your organization?

This strategic half-day workshop will appeal to IR professionals of all levels, as well as those within Corporate Legal and Corporate Communications functions. The workshop and will provide a practical overview of what you need to know to make sense of ESG as it relates to investors, employees, customers, suppliers and the Board of Directors. IRC® credential holders can earn up to 2 professional development units (PDUs). More information is available at


Agenda Overview/Learning Objectives:

  • “Pah-tay-toe, Poe-tah-toe.” Learn the basics of ESG:  terms, definitions, and how they relate to your specific company and industry.
  • “So what?” Understand the business case for ESG, so you can use that as a foundation for corporate initiatives.
  • “Did you hear…?” Hear perspective from large global asset managers about ESG, why now, and what’s most important to them.
  • “You’d like me to do what?” Learn about surveys and ratings – understand how important these can be and how to use them.
  • “Don’t try to boil the ocean.” Gain practical insights into how to approach ESG from a governance and outreach perspective


Learning Outline

This morning workshop will be split into three one-hour sections with two 15-minute breaks. The instructor will be on hand to address any questions that arise during the course and the breaks.

During the first hour, we will review basic terms and definitions, so that participants have a good understanding of ESG factors as a base. We will also review the business case, so that participants can leverage the data and case review within their own organizations, as they build ESG awareness and try to affect cultural change.

In the second hour, we will hear from Heads of Sustainability and Governance from large global asset managers, such as BNY Mellon and Wellington. Participants will get an opportunity to ask questions directly of these individuals, to obtain their perspectives on the latest trends, why ESG and why now, and what they see for the future. Participants will get a glimpse into a 360-degree perspective during this important hour.

In the third and final hour, participants will learn how to conceptualize a basic ESG framework within their organizations, including creating a sustainable infrastructure to capture data that is reportable, repeatable and auditable, and who to engage while building an ESG program. We will review lessons learned, areas of concern, as well as which data aggregators / survey providers have emerged as key resources. We will discuss allocation of time and budget during this hour as well. 


Who Should Attend  

This workshop is designed for a wide range of IROs as well as Corporate Legal and Communications professionals. This workshop will be beneficial to both those companies seeking to create an ESG function / program as well as companies who look to enhance their existing ESG function. Since this topic is evolving daily, staying abreast of best-in-class practices and emerging trends is critical to success.  

*This workshop is part of NIRI EAST

September 24-28, 2018
Boston, MA

NIRI EAST - September 24 - 28 (Boston, MA)

NIRI EAST is part of NIRI's new regional events series that includes comprehensive learning and networking opportunities for both new and experienced IR practitioners. Boston seminars and workshops include:
  • Fundamentals of Investor Relations (2 Days)
  • NIRI Boston Chapter Reception
  • Senior Roundtable In-City Meeting
  • Understanding Earnings Workshop
  • ESG 101 Workshop
  • Investor Presentations Workshop
See All Events


Sally Curley

Sally Curley

CEO, Curley Global IR, LLC

Sally is CEO of Curley Global IR (CGIR), LLC, an IR, ESG and Corporate Governance strategic advisory firm. Sally has more than three decades of business experience, working with C-suite and Boards of Directors from a number of industries. A frequent Institutional Investor ranked IRO, Sally has served as President of the Boston Chapter, chaired the NIRI Body of Knowledge committee, and served on the NIRI National Board of Directors. In 2013, Sally was inducted into NIRI’s inaugural Class of Fellows in 2013. She has presented numerous times to the SEC's Corporate Finance Division on shareholder transparency and proxy access reforms, and has authored Comment Letters to the SEC on behalf of the organizations with whom she worked. 

She currently sits on NIRI's Senior Roundtable Steering Committee and is a member of the ESG Working Group at the Society for Corporate Governance. She's served on the Board of Directors of several large non-profit organizations, including service on Nominating and Governance Committees and chairing Sustainability Committees. She's guest-lectured at a number of academic institutions on IR, ESG, corporate governance, disclosure issues and crisis communications, and currently is adjunct faculty at Georgetown University.