Featuring a special video message from U.S. Senator Mark R. Warner (D-VA) and a keynote address from U.S. Congressman Patrick McHenry (R-NC).
Demand for transparent, digital data has never been greater, driven by global climate reporting mandates and U.S. regulatory requirements introduced by the Financial Data Transparency Act (FDTA) — all calling for machine-readable (digital) data standards. The standardization and modernization of data collected to assess climate risk and understand business and government impact is of critical importance to the functioning of a modern economy. With increases in geopolitical, environmental, market, liquidity, counterparty, climate and political risk, the need for timely and comprehensive information is essential to navigate these risks.
This one-day conference will address the impact of digital requirements established through the FDTA and climate mandates, state, federal, and global. Modernized, digital reporting requirements will have a profound positive impact on citizens, business, governments, and policy setters.
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| Agenda | |
| 8:45 – 9:00 AM | Opening Remarks |
| 9:00 – 9:30 AM | Keynote: United States Congressman Patrick McHenry (R-NC), Chairman of the House Financial Services Committee |
| 9:30 – 10:00 AM | Features of the Financial Data Transparency Act (FDTA) Rule Proposal Review the features of the proposed rule for the FDTA including data standard options and identifier requirements that may be established and in turn adopted by the nine federal agencies. Discussion of the impact on municipal reporting entities. Speakers:
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| 10:00 – 10:50 AM | Standard Setters, Regulators & FDTA: Discussion of aspects of the FDTA LEI and XBRL standard setters, and US regulators that have adopted data standards will discuss aspects of the FDTA including how the LEI can support FDTA data collections, and how data standards like XBRL and data transmission formats like XML, CSV, and PDF would work in practice. Learn from the experiences of regulators that have successfully implemented data standard programs. Speakers:
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| 10:50 – 11:10 AM | Break |
| 11:10 AM – 12:10 PM | Data Standards Primer for Digital Reporting Attend this session for a deep dive into “digital reporting” and “data standards” for a practical understanding of what they mean, how they work, and why US regulators are adopting them for required reporting. Speakers:
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| 12:10 – 12:20 PM | Special Video Remarks: United States Senator Mark R. Warner (R-VA) |
| 12:20 – 1:20 PM | Lunch |
| 1:20 – 1:50 PM | Sustainability Investing & Standards
Join the conversation with Elizabeth Seeger, member of the ISSB, formerly Managing Director of Sustainability Investing at the global investment firm, KKR, to discuss sustainable investing, the development of SASB and TCFD-aligned reporting, and how financial and sustainability standards organization are working to establish standards to support climate mandates worldwide. Speaker: Elizabeth Seeger, International Sustainability Standards Board (ISSB) Member Moderator: Bridget Hughes, Vice President, Corporate Governance & Compliance Services, Global Capital Markets, DFIN |
| 1:50 – 2:35 PM | Climate Reporting Mandates – State, Federal, Global Global and US climate reporting requirements, many of which include digital (XBRL) preparation, will affect many US companies tasked with reporting to multiple regulatory authorities. Learn about reporting and assurance requirements underway. Find out how global regulators are working together to reach a concordance on requirements to limit reporting burden. Speakers:
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| 2:35 -3:10 PM | How Data Standards Express Climate Data The IFRS Foundation and the European Financial Reporting Advisory Group (EFRAG) have been building taxonomies (ontologies) to help reporting entities prepare ESG data in structured (XBRL) format to support climate mandates including the Corporate Sustainability Reporting Directive (CSRD) as well as those in various IFRS reporting countries. These taxonomies are likely to be required to be used by US companies as well. Find out about taxonomies underway and how they support a global business market. Speaker: Stuart Rowan, Director, ROWDIX LIMITED; Independent Digital Reporting Expert |
| 3:10 – 3:30 PM | Break |
| 3:30 – 4:15 PM | Preparing and Using Climate Data Corporate climate-related data includes greenhouse gas emissions (scope 1, 2, and 3), policy statements, and target disclosures. Investors have been demanding and using this data for years. Hear ESG data analytics providers share their insights into the complexity of climate data, how it is collected and normalized, and how investors and analysts use the data today. Learn about recent trends in data usage, and hear expectations with the plethora of digital climate data mandates coming up in the next few years. Speakers:
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| 4:15 – 5:00 PM | How Companies Are Preparing for Climate Mandates Join the conversation with experts on the investor relations and audit side in a discussion about how companies are preparing to meet the challenges of reporting, assurance, and digitization of greenhouse gas emissions and other climate data, often from multiple regulators. Speakers:
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| 5:00 – 6:00 PM | Networking Reception |
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Prerequisites: None
Program Knowledge Level: Basic
Advance Preparation: Be familiar with the Federal Data Transparency Act
Program Format: Group Live
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