Week 1: Deep Dive on SASB
SASB Standards identify financially material issues that are reasonably likely to impact the financial condition or operating performance of a company and therefore are most important to investors. Whether you are just starting your reporting journey or several years in, this session will provide deep insight on SASB Standards. We will discuss how these standards are being used by issuers to identify and manage material sustainability issues; how to apply SASB’s materiality map to various industries; how issuers are using this information in their external reporting; and how ESG is linked to both corporate performance and value creation. You will also hear what ESG information investors are most focused on and how they are using issuer’s SASB disclosure in their internal analysis and decision-making process.
Date: Thursday, April 15
Time: 12:00 - 1:15pm ET
By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct. Please contact Kaitlin Davis with any questions about the event.
Erica Belling, Director, Investor & Financial Communications, CIBC
Erica Belling is head of Investor and Financial Communications at CIBC. She is responsible for
managing financial and regulatory communications and reporting, as well as ESG reporting. Prior to this
she was Vice President of Investor Relations at CIC Energy Corp., a TSX listed mining company. Prior to
her career in the resource sector, she was a Senior Manager, Analysis & Disclosure, External Reporting at
RBC Financial Group. Erica has worked in the capital markets on both the buy and sell side. She was a
ranked equity research analyst at Newcrest Capital covering the chemicals and fertilizer sectors, as
well as a portfolio manager at an institutional money manager. Erica is a Chartered Financial Analyst (CFA)
and Professional Engineer (P.Eng.). She has an MBA from the Schulich School of Business and a B.Eng.
from McGill University.
Sarah Neilson, Portfolio Manager, North American Equities, RBC GAM
Sarah is a Senior Portfolio Manager at RBC Global Asset Management (RBC GAM). Sarah specializes in the Canadian Energy sector and leads the team’s integration of environmental, social and governance factors into their investment process. Sarah joined the firm in 2004 as a member of the Wealth Management Generalist program, where she spent a year with the RBC Dominion Securities portfolio advisory group covering income trusts and then completed a rotation as an analyst with the U.S. portfolio management team. Upon completing the Generalist program, Sarah joined the RBC Dominion Securities portfolio advisory group where she worked for two years in Canadian equities. In 2008, Sarah joined RBC GAM as a research analyst covering Canadian equities with a focus on the Energy sector. She was named Associate Portfolio Manager in 2014, and then Portfolio Manager in 2016. Sarah earned a Bachelor of Science in Mechanical Engineering at Queens University, and an MBA from McGill University. She was awarded the CFA Charter in 2009.
Neil Stewart, Director, Corporate Outreach, Sustainability Accounting Standards Board (SASB)
Neil Stewart is SASB’s New York-based Director of Corporate Outreach, bringing more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Neil is currently president of NIRI NY, the New York chapter of the National Investor Relations Institute.