12:00 - 4:45 PM PT Thursday, March 20, 2025 (3.5 hrs / 2.5 CPE)
XBRL US Conference || Fort Mason Center || Register

Featuring keynote speaker:

California State Senator Scott Weiner

As climate disclosure regulations expand globally, companies face increasing demands from regulators worldwide. Recent California legislation, now transitioning into regulation, will soon require businesses over a certain revenue threshold that are operating in the state to report specific climate data. Understanding these requirements, how they intersect with global mandates, and preparing for efficient compliance is essential for financial reporting professionals. Join XBRL US and SEC Pro for an engaging roundtable tailored for SEC reporting professionals who will be on the frontlines of these new climate disclosure requirements.

This event will:

  • Provide an overview of global and California-specific climate disclosure mandates
  • Explore best practices for digitizing and managing climate data reporting
  • Offer opportunities to connect with local SEC reporting professionals and share strategies for navigating new requirements
  • Facilitate feedback to regulators, including the California Air Resources Board (CARB), on the challenges companies face

Cap off the day at our networking happy hour, where you can continue the conversation, exchange ideas, and connect with peers and industry leaders in a relaxed setting. Don’t miss this opportunity for lively discussions and timely updates on changes in the regulatory landscape!

Register TODAY

Agenda
12:00 - 1:00 PM Networking Lunch
1:00 - 1:30 PM Keynote: California State Senator Scott Weiner

California State Senator Scott Weiner, who represents San Francisco and northern San Mateo County in the California State Senate, will provide opening remarks on Senate Bill 253, the Climate Corporate Data Accountability Act. 

1:30 - 2:20 PM Climate Mandates and Digitization

Mandates in the European Union (EU) and IFRS reporting countries start as soon as 2026. California is developing climate disclosure regulations to satisfy Senate Bills 253 and 261. There is significant overlap between these programs and their reporting requirements. This session covers requirements for reporting and assurance, how they intersect, and how digital (structured data) reporting could reduce reporting burden and produce more actionable data.

Speakers:

  • Ami Beers, CPA, CGMA, Senior Director, Assurance and Advisory Innovation, AICPA
  • Dan Krekelberg, Climate Strategy Director, EcoEngineers
  • Michelle Savage, VP Communication, XBRL US
 2:20 - 2:30 PM Break
2:30 - 3:15 PM How Companies are Preparing

Climate disclosure requirements present challenges for companies large and small. Some companies must report data to more than one regulator. Smaller companies may be collecting climate data for the first time. All face the challenge of new assurance requirements and the complexities of scope 3 reporting. This panel will address what companies are doing to plan ahead and how professional service providers are supporting them.

Speakers:

  • Ami Beers, CPA, CGMA, Senior Director, Assurance and Advisory Innovation, AICPA
  • Corinne Dougherty, KPMG Sustainability Audit Leader
  • Jennifer Harrity, ESG and Sustainability Director, Sensiba
3:15 - 3:45 PM Roundtable Audience Discussion

Attendees will participate in roundtable discussions with facilitated questions around preparing for new requirements and information that could be used to inform California regulatory requirements.

3:45 - 4:45 PM Networking Reception

Register TODAY

Prerequisites: None

Program Knowledge Level: Basic

Advance Preparation: Be familiar with California SBs 253 and 261

Program Format: Group Live

Senator Scott Wiener, California State Senator

Senator Scott Wiener represents San Francisco and northern San Mateo County in the California State Senate. Elected in 2016, Senator Wiener focuses extensively on housing, transportation, civil rights, criminal justice reform, clean energy, and alleviating poverty. He chairs the Senate Housing Committee and is Co-Chair of the California Legislative Jewish Caucus. He is a past Chair of the California Legislative LGBTQ Caucus. Before his election to the Senate, Senator Wiener served as a member of the San Francisco Board of Supervisors, representing the district previously represented by Harvey Milk. He also chaired the San Francisco County Transportation Authority. Before taking public office, Senator Wiener practiced law for fifteen years, including nearly a decade as a Deputy City Attorney in the San Francisco City Attorney’s Office. He also served in a number of community leadership roles, including co-chair of the San Francisco LGBT Community Center and on the national Board of Directors of the Human Rights Campaign. Senator Wiener has lived in San Francisco’s Castro neighborhood since 1997. He received degrees from Duke University and Harvard Law School and was a Fulbright Scholar in Santiago, Chile.