April 24, 2024
12:00 pm - 3:00 pm

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ESG Summit: Strategies for Developing, Measuring, and Communicating ESG Initiatives

3 CPE credits are available for this event. 

Practical Insight for your ESG Journey

This half-day virtual summit features ESG trailblazers, industry experts, and leaders from early-adopter organizations who will share the critical aspects of ESG initiatives. Our event is designed to offer valuable advice on right-sizing ESG initiatives for your organization; developing effective measurement, monitoring commitments; and developing strategic approaches to communication.

Agenda topics include:

  • Right-sizing ESG Initiatives Panel Discussion.
  • Measuring and Monitoring ESG Commitments, Including GHG Emissions.
  • Communication Strategies for ESG.

Preliminary agenda:

12:00 pm – 12:05 pm Welcome from GRF
Melissa Musser, Partner & Director of Risk & Advisory Services | GRF CPAs & Advisors
12:05 pm – 12:45 pm ESG Overview
Facilitator: Omid Mohebbi, Nonprofit Audit Manager | GRF CPAs & Advisors
Sustainability 101
Alyssa Rade, Chief Sustainability Officer | Sustain.Life
DEI 101
Trevor Williams, Partner and DEI Officer | GRF CPAs & Advisors
12:45 pm – 1:15 pm Mitigating ESG and DEI Legal Risk for Nonprofits: A Fireside Chat with Jeff Tenenbaum
Jeff Tenenbaum, Esq., Managing Partner | Tenenbaum Law Group PLLC
Facilitator: Andreas Alexandrou, Audit Partner | GRF CPAs & Advisors
1:15 pm – 1:25 pm Break
1:25 pm – 2:15 pm Decarbonizing Operations and Supply Chains Across Scopes 1, 2, and 3 – A Discussion on GHG Emissions Reduction
Facilitator: Sue Chon, Audit Partner | GRF CPAs & Advisors
GHG Reporting Requirements Based on Newly Enacted California Climate Bills
Lori A. Trawinski | AARP Public Policy Institute
Government Contracting Sustainable Procurement
Tom Daley | DLA Piper
2:15 pm – 2:55 pm Workshop on ESG Assessments, Top Risks and Reporting Tools
Facilitator: Paul Calabrese, Principal, Outsourced Accounting & Advisory Services | GRF CPAs & Advisors
ESG Internal Auditing
Kristen Ocampo, Internal Audit Supervisor | GRF CPAs & Advisors
Sustainability Reporting Tools
Sustain Life Demo
2:55 pm – 3:00 pm Closing Remarks
Melissa Musser, Partner & Director of Risk & Advisory Services | GRF CPAs & Advisors

Who should attend:

This agenda is tailored for leaders within nonprofits, government contractors, and privately held business who are actively involved in steering organizational strategies. It is ideal for organizational leaders who are responsible for operations, risk management, internal audit, sustainability, corporate responsibility, and governance. Additionally, professionals overseeing compliance and those focusing on diversity, equity, and inclusion in their organization will find the content particularly relevant.

Don’t miss this opportunity to gain hands-on support in your journey toward sustainability and responsible business practices. Register now to secure your seat!

Registration Fee:

  • General Admission: $100

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Melissa Musser, CPA, CIA, CITP, CISA

Partner and Director, Risk & Advisory Services

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Kristen Ocampo, CPA, CIA, CFE

Kristen Ocampo, CPA, CIA, CFE

Risk & Advisory Services Supervisor

Read Bio

Paul H. Calabrese

Principal, Outsourced Accounting & Advisory Services

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Trevor W. Williams, CPA

Partner, Audit, and Director, Diversity, Equity & Inclusion

Read Bio

Susanna Chon, CPA, CFE

Partner, Audit

Read Bio

Omid Mohebbi

Omid Mohebbi, CPA

Manager, Nonprofit Audit

Read Bio

Alyssa Rade

Chief Sustainability Officer at Sustain.Life

Learn more about Alyssa.

Jasmine Zhuang

Head of Product at Sustain.Life

Learn more about Jasmine.

Lori A. Trawinski, Ph.D., CCDP/AP, CFP®

Director, Finance and Employment, Financial Security Team, AARP

Learn more about Lori.

Jeffrey S. Tenenbaum

Managing Partner, Tenenbaum Law Group

Learn more about Jeff.

Thomas E. Daley

Associate at DLA Piper

Learn more about Tom.

Andrew Emmons

Partnerships at Sustain.Life

Learn more about Andrew.