8:00 - 9:00 am
Breakfast & Networking
9:00 - 9:15 am
Welcome Remarks
Jerry Davis, University of Michigan Business+Impact, Tamara Sells, CalPERS, and Tracy Stewart, JUST Capital
9:15 - 9:30 am
Context Setting
Explore the current trends in human capital and employment policy disclosures among the Russell 1000 companies, as presented in JUST Capital’s Corporate Guide, which underscores the necessity for greater transparency in these areas. With Alison Omens, President of JUST Capital.
9:30 - 10:15 am
Panel Discussion | HCM Data & Employer Challenges
This panel will tackle the challenges employers encounter in gathering and revealing Human Capital Management (HCM) data, explore how some are leading the way in disclosure practices, and discuss the tools necessary for effective benchmarking and planning for future workforce shifts.
Chair: George Georgiev, Associate Professor of Law at Emory University
Miguel B Padro, Assistant Director of The Aspen Institute Business & Society Program
Felicia Lyon, Principal, KPMG US
Steve Lippman, ESG Engagement Director, Office of the Corporate Secretary at Microsoft
10:15 - 11:00 am
Panel Discussion l The Workforce Perspective
This panel will explore the preparations underway by workers, NGOs, and labor organizations for imminent industry transitions. The conversation will cover the risks and opportunities that emerging data strategies present, focusing on the potential implications for the workforce and advocacy groups.
Chair: Chris Jurgens, Senior Director, Reimagining Capitalism at Omidyar Network
Caroline Rees, President and Co-Founder of Shift
Sean Coughlin, UAW
J.S. Nelson, Professor of Law at University of Pittsburgh Law School
11:00 - 11:15 am
Coffee Break
11:15 am - 12 pm
Panel Discussion | Coming Transitions for Workforce Management
This panel discussion examines the data required by stakeholders to evaluate the impact of generative AI, energy transition, and climate change on the job landscape and skill requirements. Panelists will discuss how investors are sourcing this vital information and the associated costs of obtaining it, as they seek to understand and navigate the shifting employment and economic environment.
Chair: Tamara Sells, Associate Investment Manager at CalPERS Sustainable Investments
Dieter Waizenegger, Director, Investment Stewardship at UAW Retiree Medical Benefits Trust
Carin Zelenko, Director of Capital Strategies at AFL-CIO
Christine Shaw, Senior Advisor for Stewardship and Sustainability at Franklin Templeton
12:00 - 1:00 pm
Interactive Lunch
1:00 - 1:45 pm
Panel Discussion | HCM Data & Investor Challenges
Join a critical panel discussion on the influence of human capital issues on investor allocation and portfolio management. Gain insight into the implications of limited data disclosure by employers on fund decision-making and learn how investors are appraising company strategies for future workforce development.
Chair: Dr. Daniel Summerfield, Director of ESG and UK Client Services at Pomerantz Law Firm
Whitney Sweeney, Investment Director, Sustainability, Americas at Schroders
Karen Kerschke, Deputy Director of Corporate Governance and Sustainable Investment at the Office of the Illinois State Treasurer
Hershel Harper, Chief Investment Officer at UAW Retiree Medical Benefits Trust
1:45 - 2:00 pm
Panel Opening Context
Polling of the American public and the regulatory environment, Jennifer Tonti of JUST Capital
2:00 - 2:45 pm
Panel Discussion l Role of Government
This panel invites a discussion on the collaborative efforts of state and local governments, the private sector, and labor organizations in building data and infrastructure to support workforce transitions. It will also focus on how regulators are influencing disclosures and shaping strategies to navigate these changes effectively.
Chair: Sarah Bratton Hughes, SVP and Head of Sustainable Investing for American Century Investments
Jonathan Smith, Senior Chief Deputy Director, Labor and Economic Opportunity for the State of Michigan
Will Sullivan, Senior Policy Analyst, US at UN Principles for Responsible Investment
Cambria Allen Ratzlaff, Chief Responsible Investment Ecosystems Officer, UN Principles for Responsible Investment
3:00 - 3:45 pm
Breakout Sessions
Engage in a breakout session focused on actionable outcomes, where you'll strategize on enhancing company-investor relations, dissect the real-world implications of AI, share best practices, and collaborate to generate research ideas that combine academic and practical perspectives.
AI and Workforce
Emily DeMasi, Regional Team Lead, North America at EOS Federated Hermes
Whitney Sweeney, Investment Director, Sustainability, Americas at Schroders
Climate Change and Workforce
Dieter Waizenegger, Director, Investment Stewardship at UAW Retiree Medical Benefits Trust
Velika Talyarkhan, Director - Engagement at EOS at Federated Hermes
Future of Disclosure
Jack Moriarty, Executive Director, Lafayette Square Institute
Sarah Bratton Hughes, SVP and Head of Sustainable Investing for American Century Investments
3:45 - 4:00 pm
Closing Remarks