Date: 11/15/2018
Event start time: 2:00 PM
Event end time: 3:00 PM
Category: Webinar
Price: Free
Register

Changing the Conversation: Sharing Your Company's Long-Term Plans

November 15, 2018
2:00pm - 3:00pm Eastern Time

CECP’s Strategic Investor Initiative (SII) is working to address the conundrum of market short-termism. Learn how CEO-delivered long-term plans -- as an investor relations strategy -- are poised to reorient shareholders’ focus more towards long-term value creation.
 
Join this live webinar, presented in partnership with CECP, to learn about SII’s plans to develop a new platform for companies to develop, convey, and deliver their long-term plans to long-term investors.
 
The webinar will address three central themes:
  • Evidence: The webinar will include a presentation of SII's research collaboration with Harvard Business School, in which early evidence shows that long-term plans are economically significant.
  • Practitioner perspectives: IROs at leading companies talk about their experience of developing and delivering a long-term plan, and the benefits and institutional learning that came from it.
  • Forecasts: What’s next for long-term capital markets? Scaling the long-term plan.

Speakers:

  • Valerie Haertel, IRC, Immediate Past Board Chair, NIRI (moderator)
  • Anthony Di Meo, Director Investor Relations, BD
  • Professor George Serafeim, Harvard Business School
  • Amy Springsteel, Assistant Vice President, Corporate Responsibility, Voya Financial, Inc.
  • Mark Tulay, Managing Director, SII, CECP

Presented In Partnership With:



About SII: CECP was founded by Paul Newman and John Whitehead, who believed corporations and their leaders can and should be a force for good in society. SII is a logical extension of this vision —creating a forum where CEOs can present long-term plans to long-term investors, to demonstrate the greater sustained earnings power proven to come from longer-term thinking and shed the constraints of a short-term only focus. The Strategic Investor Initiative is backed by more than $25 trillion in AUM and includes support from Vanguard, State Street, Goldman Sachs, Merck, BD, Visa, BlackRock, and others.

IRC® credential holders can earn 1 professional development units (PDUs) for participating in the webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.


Speaker(s):

Amy Springsteel

Amy Springsteel

Assistant Vice President, Corporate Responsibility, Voya Financial, Inc

Amy Springsteel is an assistant vice president in corporate responsibility at Voya Financial, Inc. (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better. With more than 14 million customers in the United States, Voya is a Fortune 500 company with $8.6 billion in revenue stemming from retirement, investment management, employee benefits and individual life insurance products. Amy works to drive the company’s triple bottom line (people, planet, profit) through the application of a sustainable/responsible lens to Voya’s operations, cross-functionally and across business units. She creates and implements environmental, social and governance (ESG) business integration strategy, methodology and policies that align with the company’s business objectives. She is responsible for identifying ESG-related business risks and opportunities, driving sustainable product and service development, leading ESG company-wide disclosures and corporate responsibility (CR) reporting and supporting business teams in leveraging ESG and CR performance. Amy serves on the Human Resources Leadership Team and the ESG Risk Policy Working Group.

Prior to her position at Voya Financial, Amy worked as a client service director and strategist in the sustainability communications practice at Addison Design and formerly operated her own consultancy, Competitive Edge Consulting Associates, Inc. (CECA). Her vast background spans numerous sectors with a select client roster including General Electric (GE), PepsiCo, Deloitte, IBM, The Princeton Review, the New York State Department of Banking, the New York City Agency for Child Development, Benjamin for U.S. Senate, the Stella Adler Studio of Acting and the Boys Choir of Harlem.

Amy is a proud member of the Junior Achievement of New York Board of Directors, the CECP Strategic Investor Initiative Advisory Board, the AccountAbility AA1000 Standards Board, the Columbia University Sustainable Finance Professionals Network Advisory Council and the Florida State University Sustainability Alumni Council. She holds SASB Fundamentals of Sustainability Accounting Level I, Robert F. Kennedy Center for Justice & Human Rights/Columbia University Earth Institute Sustainable Investing and Global Reporting Initiative (GRI) certifications. She earned both Bachelor and Master of Science degrees from The Florida State University.


Valerie C. Haertel, IRC

Valerie C. Haertel, IRC

Director and Immediate Past Chair, National Investor Relations Institute

Valerie Haertel is a leading investor relations and corporate communications professional who has been a trusted advisor to senior management teams and boards while leading collaborative investor relations and corporate communications programs in banking, financial services, healthcare services and telecommunications for more than 20 years.

Most recently, Haertel served as the global head of investor relations for BNY Mellon from 2014 to August 2018. She was a member of the Senior Leadership Team (SLT) responsible for executing BNY Mellon’s corporate strategy and policies as well as a member of the finance leadership team charged with the strategy and execution of the investor relations program, including managing relationships with the company’s investors and analysts and internal/board reporting. 

Prior to joining BNY Mellon, Haertel was senior vice president of investor relations for State Street Corporation during a challenging period of shareholder activism. Previously, she led investor relations for Medco Health Solutions for six years prior to the merger with Express Scripts.  She also led investor relations for the asset management firm Alliance Bernstein, which included the leadership of a global rebranding project and many other key strategic investor initiatives. She also served in senior-level investor relations and management roles at RCN Corporation, The Nasdaq Stock Market and Georgeson & Company. Haertel partnered with management teams during periods of challenges including shareholder activism and corporate restructuring.  She also been recognized and honored by IR Magazine and Institutional Investor Magazine for her work as one of the nation’s top IR professionals.

Haertel is an immediate past chair and current board member of the National Investor Relations Institute (NIRI).  She is also an inaugural NIRI Investor Relations Charter (IRC) holder. She is a member of the NIRI Senior Roundtable, Women in Capital Markets and the National Association of Corporate Directors. She previously served as president of the NIRI New York Chapter and as an officer of the Investor Relations Association in New York. In support of the advancement of women in financial services, Haertel served as Co-Chair of the BNY Mellon Women’s Initiative Network (WIN), a global 6,000 member organization that fosters an inclusive culture of leadership and sponsorship for women. She holds a BS in finance and an MBA from St. John’s University.


Tony Di Meo

Tony Di Meo

Senior Director of Investor Relations, Becton, Dickinson and Company (BD)

Tony Di Meo is a Senior Director of Investor Relations at Becton, Dickinson and Company (“BD”).  Tony developed an ESG investor strategy, engaged BD’s Board on socially responsible investing, and serves on CECP’s Strategic Investor Initiative advisory board.  Previously, Tony was in Corporate Business Planning & Analysis, and part of the Bard and CareFusion transaction diligence teams.  Prior to BD, Tony was at PricewaterhouseCoopers in advisory, transactions and audit roles.  He is a CPA with a finance degree from Boston College and a master’s in accounting from Seton Hall.


George Serafeim

George Serafeim

Professor of Business Administration, Harvard Business School

George Serafeim is a Professor of Business Administration at Harvard Business School. He has taught courses in the MBA, executive education and doctoral programs, and is currently teaching the elective course “Reimagining Capitalism: Business and Big Problems” in the MBA curriculum, which received the Ideas Worth Teaching Award from the Aspen Institute and the Grand Page Prize. He has presented his research in over 60 countries around the world and ranks among the top 20 most popular authors out of over 12,000 business authors on the Social Science Research Network. Professor Serafeim’s research focuses on measuring, driving and communicating corporate performance and social impact.

Professor Serafeim has served in several not-for-profit organizations including the board of directors of the High Meadows Institute, the working group of the Coalition for Inclusive Capitalism, and the Standards Council of the Sustainability Accounting Standards Board. He has expertise in professional services firms as the co-founder of KKS Advisors, focusing on integrating material sustainability issues in business strategy and investment decisions. He serves on the steering committee of the Athens Exchange Group focusing on market design for innovation and growth financing. Moreover, he has extensive experience in the investment management industry serving on the advisory board of investment firms that focus on environmental, social and governance (ESG) issues as catalysts for value creation. He was appointed on the first ever decarbonization advisory panel by the New York State Governor and Comptroller to protect the state’s pension fund from climate change risks and identify sustainable opportunities. He has been recognized by Barron's as "one of the most influential people in ESG investing."

Professor Serafeim earned his doctorate in business administration at Harvard Business School, where his dissertation was recognized with the Wyss Award for excellence in doctoral research. He received a master's degree in accounting and finance from the London School of Economics and Political Science, where he was awarded the Emeritus Professors’ Prize for best academic performance. He grew up in Athens, Greece.


Mark Tulay

Mark Tulay

Director, Strategic Investor Initiative (SII) , CECP

Mark Tulay is Director, Strategic Investor Initiative (SII) at CECP which is addressing short-term market constraints that inhibit corporate strategies and investments to build resilient businesses and sustained long-term value.
 
Mark has served in leadership roles in sustainability initiatives for over 25 years, focusing on advancing the metrics, materiality and measurement of corporate sustainability performance. As Program Director and the first employee of Ceres, he was involved in the early stages of the Global Reporting Initiative (GRI).
 
Mark served as Head of Sustainability Research for Institutional Shareholder Services (ISS) and RiskMetrics (now MSCI).
 
Mark is a frequent speaker on ESG issues and conferences and has written extensively on environmental, social and corporate governance issues.
 
Mark serves on the Advisory Boards for Cornerstone Capital Group and GISR, and holds an MBA from Northeastern University.