This event bestows 1 certification credit based on the content presented.
In August, 2019, the Business Roundtable redefined the purpose of a corporation; “ to lead their companies for the benefit of all stakeholders”. In his 2020 letter to CEOs, Larry Fink put sustainability at the center of BlackRock’s investment strategy, stating “a company cannot achieve long-term profits without embracing purpose and considering the needs of a broad range of stakeholders.” ISS holds the position that good-ESG initiatives drive up financial performance.
Environmental, Social and Governance issues are increasingly critical components of building a strong and sustainable economic future. It’s a critical success factor for both larger established companies as well as early stage companies as investors are increasingly scrutinizing ESG reporting and initiatives.
It is imperative that boards become informed and active in shaping ESG strategy. Join our esteemed panel as we discuss trends and challenges for companies in prioritizing ESG and providing transparent reporting and disclosures.
Chair, SASB Standards | Charles T. Zlatkovich Centennial Professor of Accounting, University of Texas Austin
Charles T. Zlatkovich Centennial Professor of Accounting,
University of Texas Austin
Chair, SASB Standards
Sector Chair for Financials and Renewable Resources & Alternative Energy
Jeffrey Hales teaches at the University of Texas at Austin, where he is the Charles T. Zlatkovich Centennial Professor of Accounting. He is a graduate of the accounting program at Brigham Young University and received his Ph.D. from Cornell University.
His research interests center on accounting standard setting and regulation, individual decision making, and behavioral finance, using techniques from applied game theory, experimental economics, and psychology. His research has appeared in The Accounting Review, Journal of Accounting Research, Journal of Accounting and Economics, Review of Accounting Studies, and the Journal of Financial Economics, among other journals. He currently serves as an editor for Contemporary Accounting Research and sits on the editorial boards of The Accounting Review and Accounting Organizations and Society.
Since 2018, he has served as the Chair of the 9-person Standards Board at Sustainability Accounting Standards Board (SASB). In his role as Chair, he oversees the agenda setting and due process associated with the SASB standards development and maintenance. Before serving on the Standards Board, he chaired the Standards Council for the SASB.
During the 2009-10 academic year, Dr. Hales was a Research Fellow at the Financial Accounting Standards Board (FASB) in Norwalk, CT. In addition, he served as a member of the FASB’s Financial Accounting Standards Advisory Council from 2016-2019. He currently sits on the Climate Disclosure Standards Board and the Financial Reporting Council’s Future of Corporate Reporting Advisory Group.
Director, LifeWorks Austin, The Miracle Foundation, Retired Senior Vice President and Chief Responsibility Officer, Dell, Green Electronics Council
Retired Senior Vice President and Chief Responsibility Officer, Dell
Director, LifeWorks Austin, The Miracle Foundation, Green Electronics Council
Trisa currently serves as an Advisor to Pledgeling Inc, a charitable giving platform for the corporate world. In this role, she provides strategic advice on corporate needs, as well as growth opportunity areas for the business.
Trisa also recently retired from Dell, where she was a Senior Vice President and the Chief Responsibility Officer from 2008 to 2018. In this role, Trisa created and directed the company’s long-term strategic CSR plan, the 2020 Legacy of Good. Trisa reported regularly to Dell’s Governance and Nominating Committee, as well as to the Executive Leadership Team. Under her leadership, Dell became a global leader in driving innovative circular economy practices. By driving these practices across the company, Dell received the first large corporate World Economic Forum Circular Award. She took a new perspective on sustainability initiatives, working across the business, focusing on customer needs and business objectives, while simultaneously saving money and reducing the company’s footprint. Under her leadership, Dell was recognized for many awards, including, among others, 2018 CES Innovation Award, 2017 Environmental Leader Award, 2017 Fortune Change the World List, 2014 Keep America Beautiful Award, and the 2015 World Economic Forum Circular Award.
Prior to becoming Dell’s CRO, Trisa was a Senior Vice President in Dell’s legal department. Trisa served as the general counsel for the US Public business ($9B+), the Americas Large Corporate Sales Business ($35B+), the global Consumer Business ($5B+) and the Global Operations Team ($50B+). At Dell, Trisa spent much of her time helping the company grow internationally, from setting up global call centers to negotiating multi-billion dollar complex deals to managing key trade compliance issues and a global product recall. Her broad corporate law, compliance, and business technology background, as well as her strong leadership skills, make her an asset to any board on which she serves.
Prior to her time with Dell, Trisa was a partner with Seyfarth Shaw in Washington, DC, where she specialized in federal, state, and local procurement law and litigation. There, she represented major DoD, technology and other suppliers on issues ranging from bid protests and litigation to the TAA and false claims. Trisa has appeared in federal and state courts, as well as before numerous administrative agencies. Trisa has been recognized for her efforts, both professional and philanthropic, in national, state, and local arenas. She has also been a featured speaker at numerous events. The National Diversity Council honored Trisa with their Most Powerful and Influential Women of Texas Award and named her one of the Top 50 Women in Technology in the United States in 2014. Trisa was honored as United Way’s Volunteer of the Year Award (2008) and was a finalist for the Austin Business Journal’s Profiles In Power Award (2005). Trisa was one of GirlStart’s 2018 “Austin Women in STEM” honoree, and Austin’s “Net Zero Hero”. She was also awarded the 2019 Integrity Award by the First Tee of Greater Austin. She has been a featured speaker at events and conferences including the Vanity Fair’s Founders Fair, Fast Company Innovation Festival, The Business of Green: An Atlantic Forum, The Economist Sustainability Forum, Exponential Manufacturing Forum for Singularity University, and SXSW. Interviews with Trisa appear in media outlets including Law and Technology News, Corporate Counsel Magazine, Fortune, Forbes, CGTN America, Business Insider, GreenBiz, CSR Vision, TriplePundit, Sustainable Brands, Huffington Post, The New York Times, and, most recently as a key note speaker at the NACD 2019 Annual Summit. She was a Tech Advisory Panel Member for Melinda Gates’ Pivotal Ventures and McKinsey & Company: "Rebooting Representation”, 2018. Trisa was also a judge for the Circulars Awards at the World Economic Forum, 2015-2018.
She earned a J.D. with honors from The National Law Center, George Washington University. She received her bachelor’s degree in Mass Communications from Boston University, magna cum laude. Trisa currently serves on the boards of directors for LifeWorks Austin and The Miracle Foundation. In the past, she has serves as the chair of the board for Zachary Scott Theatre and KLRU – TV. She has also served on the board of the Greater Austin Chamber of Commerce, the American Red Cross National Advisory Board, The United Way, Central Texas Advisory Board and I Live Here, I Give Here Board of Governors.
Founder, the Shareholder Commons Fellow and former Head of Legal Policy, B Lab, Director, American College of Governance Counsel, Transgender Legal Defense and Education Fund
Founder, The Shareholder Commons
Director, American College of Governance Counsel, Transgender Legal Defense and Education Fund
Rick is the Founder of The Shareholder Commons, a non-profit organization dedicated to helping shareholders use their power to protect common resources and vulnerable populations. Rick practiced law for 26 years as a transactional lawyer in Delaware at a leading Wilmington-based firm, including four years as managing partner. During that time, he was selected as one of the ten most highly regarded corporate governance lawyers worldwide and as one of the 500 leading lawyers in the United States. In 2015, Rick left his law practice to become Head of Legal Policy at B Lab. In that position, Rick worked with lawyers, companies, investors, legislators and regulators around the world, seeking to create sustainable corporate governance structures. He left that position in 2019 and developed the concepts behind The Shareholder Commons as a B Lab Fellow.
Rick prepared the initial drafts of both the Delaware public benefit corporation legislation and the ABA Benefit Corporation White Paper and serves as President-Elect of the Benefit Company Bar Association. He chairs the Funding Committee of the Delaware Access to Justice Commission and serves as Director and Treasurer of the American College of Governance Counsel, a member of the Commonwealth Climate and Law Initiative Advisory Board, a Research Fellow of British Academy Future of the Corporation Program, and a member of the Advisory Council of the Program on Purposeful Ownership at the Said Business School, Oxford. He is also Secretary of the Transgender Legal Defense and Education Fund.