November 4th, 2022
8:00 AM - 5:00 PM ET

Phi Center,
315 Saint-Paul St W,
Montreal, Quebec
H2Y 2A3

Making an impact

The new business reality will require companies to become aware of their dependence and impact on their ecosystem and to embed the concept of sustainability into their strategy and business model. This paradigm shift is driving a commensurate transformation in corporate reporting.

Novisto exists to contribute to the sustainability of the economy, environment, and society by empowering companies to make better decisions and disclosures through our ESG data management software.

Our one-day conference will bring together business leaders and investors who are embracing the paradigm shift to sustainability-aligned business practices, who believe in technology as a catalyst for ESG adoption and integration, and who are seeking to effect change.

Agenda

8:00 AM
Breakfast
9:00 AM
Opening Remarks
9:10 AM
Keynote
10:00 AM
Corporate Panel
The Next Frontier – Integrating Sustainability Into the Business Model

Moderator:
Marie-Josée Privyk
Novisto

Hélène V. Gagnon
CAE

André-Martin Bouchard

WSP


Rachel Guthrie
Export Development Canada

Companies are making great strides in improving the quality of their ESG reporting to better meet the needs of investors and other stakeholders. However, reporting is not an end in itself, but an accountability mechanism of management. Ultimately, companies must strive for outcomes that not only enable them to thrive, but also to contribute positively to the natural and social ecosystem they depend on. To do that, companies must cross the next frontier of integrating sustainability into their business model and strategy. This panel of corporate sustainability leaders will explore the challenges and potential rewards of taking this crucial next step.

11:00 AM
Break
11:15 AM
Presentation
The Global Digitalization of Sustainability Data

David Wray
DFCG 

The way that digital sustainability data flows between systems and stakeholders today is not fit for purpose. This siloed, complex, and inconsistent system for information data flows is costing the global economy trillions of US dollars each year, and results in less informed decision-making. That, in turn, negatively impacts businesses, economies, communities, the climate, and the natural world. David Wray, President, DFCG International Group and co-founder of the Capitals Coalition’s Digitalizing Sustainability Data Lab, will share details of this global initiative to design and develop an integrated and interoperable digital sustainability data flow system that treats sustainability data with the same, governance, transparency and assurance as that of financial data and disclosures.

12:00 PM
Lunch
1:15 PM
Presentation
Novisto Product Vision

Lauren Katz
Novisto

2:00 PM
Private Capital Panel
ESG Data – A Baseline for Value Creation

Vinay Shandal 
Boston Consulting Group

Bertrand Millot
CDPQ

ESG data should be a key factor in the valuation of assets, but it can also be a valuable tool for social change. This panel of experienced private capital practitioners will examine how ESG data can serve as a baseline for private capital investors to not only make better investment decisions, but to shift investments away from toxic assets towards those with positive social and environmental impacts.

3:00 PM
Break
3:15 PM
Fireside Chat
The Transformation to Sustainability

Estelle Métayer 
Competia

To effect change, companies must strategize, plan, manage, and set targets, all of which requires looking forward. When it comes to sustainability-related issues, it also requires adopting a very long-term horizon. Estelle Métayer, an expert in strategic intelligence and futurist, will share her insights on future trends, possibilities, and disruptions as we collectively make our way to a more sustainable world.

4:00 PM
Closing Remarks

Monique Leroux
Fiera Capital

4:30 PM
Cocktail

Our Speakers

More To Come

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André-Martin Bouchard

Ing. / P. Eng., Global Director Earth & Environment & Global Executive Director ESG


André-Martin Bouchard has approximately 30 years of experience in the environmental industry. Since joining WSP in 2006, Mr. Bouchard has played a key role in growing WSP’s Earth and Environment sector. Over the years, he held various leadership positions in Canada, serving most recently as Executive Vice President Environment. He was appointed as WSP’s Global Director, Earth and Environment in 2019 and also acts as WSP’s Global Sponsor, ESG. Before joining WSP, Mr. Bouchard was the Founder and CEO of Strate Environment. Mr. Bouchard is a Professional Environmental Engineer who holds a Bachelor in Civil Engineering, option Environment, from Polytechnique Montréal.

Estelle Métayer

Advises CEOs and boards as they build/improve their strategic decision-making process and competitive intelligence functions to avoid strategic blindspots. Best work is done when companies need to drastically change the way they do business and/or grow aggressively.

Personal:
Entrepreneur, trend-spotter, reputed public speaker (in Davos in 2012 on “Sensing Weak Signals”). Facilitator strategic governance workshops on future trends and industry disruption. Adjunct professor at McGill University. Guest lecturer, IMD (Switzerland) and taught in joint programs with the IMB (India), MIT (United States) and INSEAD (France). Faculty, Institute of Corporate Directors (Canada). Formerly at McKinsey & Company (Canada); CAE (Canada); ING Bank( Netherlands, Poland); Bouygues Group (France, UK).

Independent board member, member of the audit committee, member of the Nominating, Governance and Sustainability committee, BRP inc in Canada (TSX: DOO NASDAQ: $DOOO). Independent board member, member of the strategy committee, the HR and compensation committee and chair of the investment committee, Audemars Piguet (Switzerland). Board member, chair of the governance and ethics committee and member of the Human Resources committee , Ivanhoe Cambridge (a 70bn$ global real estate investment fund, Canada). Board member, member of the audit committee, Martur Fompak (automobile – family business Turkey – representing the IFC (World Bank)). Board member, chair of the Governance, Human resources and ESG Committee, CookIt (Canada). Advisory board member, Lifescore (Artificial Intelligence Music Generator, United Kingdom). Formerly, board member, Agropur (a dairy cooperative). Formerly, board member, Chair of the Compensation Committee, Ubisoft Entertainment SA ( Euronext: UBI – France). Formerly, board member, Blockstream (blockchain technologies) (Montreal Silicon Valley). Formerly, board member Zag Bank (Calgary-Canada). Member, Institut des Administrateurs Francais. Drs and MBA, Nijenrode University, The Netherlands.

Arista Sunlife Award for “Entrepreneur of the Year” (2000). French, English, German, Dutch, Italian and learning Arabic and Turkish. Commercial pilot and flight instructor When not flying, can usually be found at www.twitter.com/competia .

Vinay Shandal

Managing Director and Partner, Social Impact & Financial Institutions

Summary of relevant experience

  • Global leader of Sustainable Investing Segment
  • Experience supporting large investors with Sustainable Investing strategies

 

Profile summary
Vinay Shandal is a Managing Director and Partner in our Toronto office. He is the Global Leader for BCG’s Sustainable Finance and Investing business. In this capacity, he advises leading investment organizations on their approach to ESG and sustainable finance. He is also the head of the Canadian Principal Investors and Private Equity Practice, and works closely with the largest pools of capital in Canada and globally on issues of strategy, transaction support and portfolio acceleration

 

Relevant BCG experience
Vinay has advised leading pension funds, sovereign wealth funds and asset managers on a range of topics related to sustainable finance

  • Defining the ESG and impact investing strategy for one of Canada’s top pension funds
  • Defining the total societal impact strategy for a major asset manager
  • Supporting a fixed income investor with its sub-sovereign debt strategy to support governments in achieving the UN SDGs
  • Setting up a relationship investing capability and operating model for a major investor, through which it could engage with management teams of companies on their value creation and total societal impact strategy
  • Setting up an incubator to support corporates in building and scaling social enterprises that gain disproportionate advantage by leveraging the corporate’s assets, thus amplifying their societal impact

 

Prior experience & Education

  • Vinay is the co-chair of Centre for Canada’s Future, which tackles the most challenging economic and policy changes facing Canada. He is a board member of Capitalize For Kids, which is the force behind North America’s largest investor conference, the proceeds of which are channeled to solve the toughest challenges in youth brain and mental health. Before BCG, Vinay practiced law for several years in the New York offices of Cravath, Swaine & Moore LLP and Wachtell, Lipton, Rosen & Katz, focusing primarily on mergers and acquisitions. His legal experience includes both private and public company mergers, acquisitions, strategic alliances and investments in a range of industries. Vinay received an LL.B. and B.C.L. from McGill University and an LL.M. from Cambridge University. He has written and spoken extensively on issues of sustainable finance

Rachel Guthrie

Vice-President of ESG Strategy, Outreach, and Reporting, Corporate Sustainability Group,, Export Development Canada

Joining Export Development Canada in 2021, Rachel is the VP, ESG Strategy, Outreach and Reporting. 

Rachel brings over a decade of experience in ESG strategy and reporting in the Canadian financial industry.  As the Head of TD’s ESG Reporting and Impact Measurement team, she navigated TD’s strategy through materiality assessments, the adoption of GRI standards, SASB and TCFD reporting.  TD’s reporting won national acclaim, winning “Best ESG Reporting” in Canada from IR Magazine for three years in a row. 

Originally from the U.K., Rachel completed her undergrad at St. Andrews University in Scotland and returned to school mid-career for a Certificate in Corporate Responsibility from St. Michael’s College in Toronto.  In her spare time, Rachel volunteers with Ski Patrol Canada.

Hélène V. Gagnon

Chief Sustainability Officer and Senior
Vice President, Stakeholder Engagement, CAE

Hélène V. Gagnon is Chief Sustainability Officer and Senior Vice President, Stakeholder Engagement at CAE and is a member of the Executive Management Committee. She leads CAE’s ESG strategy, sustainability, environment, and social impact to make the world a safer place. She is accountable for CAE’s global communications with employees, media and other stakeholders as well as public affairs and government relations including R&D and Higher education institutions relations. She joined CAE in 2015 as Senior Vice President, Public Affairs, Global Communications and Corporate Social Responsibility.

Prior to her appointment at CAE, Ms. Gagnon worked for 11 years at Bombardier, the last eight as Vice President, Public Affairs, Communications, Corporate Social Responsibility and Achieving Excellence System for Bombardier Aerospace, at the time, the third largest civil aircraft manufacturer. From 2003 to 2007 she was Senior Director of Public Affairs at Bombardier Transportation.

She began her career in 1995 with the law firm Fasken as a specialist in environmental law. In 2000, she joined mining and metallurgy multinational Noranda Inc./ Falconbridge Limited (now known as Glencore) as Director of Public and Corporate Affairs for Québec.

Ms. Gagnon has always been very active in the community. She has been involved in more than 50 organizations including government advisory boards, pressure groups, cultural and charity organizations and business associations and was appointed to more than 25 Boards of Directors.

She is an independent member of the Board of Directors of Hydro Quebec since 2015 and Chairs the Governance and Corporate Social Responsibility Committee. She is also Vice Chair of the Board of Directors of The Montreal Airports (ADM) and has been a Director since 2014. She is Vice Chair of the Board of the Canadian American Business Council and has been a member of the Board since 2017. Hélène chaired the Board of Directors of Aéro Montréal, Greater Montréal’s Aerospace Cluster (2015-2018) and the Board of the Aerospace Industries Association of Canada’s (2012-2013) and is still a Board member of both.

She has been a speaker or panelist around the world on topics such as ESG, social impact, environmental policy, corporate social responsibility, public policy issues, crisis management, issue management and social media. She has garnered more than 70 scholarships, awards, distinctions and excellence prizes notably, the prestigious Canada’s Most Powerful Women Top 100™ award from the Women Executive Network in 2007 and the top 50 of Best Executives in Canada from the Globe and Mail Report on Business in 2022.

A graduate of McGill University with a degree in Civil Law (B.C.L.) and Common Law (LL.B.), Ms. Gagnon also holds a Master’s degree in Public Administration and Public Policy from the London School of Economics (M.Sc). She is a member of the Québec Bar, holds the professional certifications of Accredited in Public Relations (APR) and Fellow (FCPRS) from the Canadian Public Relations Society as well as the Global ESG Competent Boards Designation (GCB.D).

Monique Leroux

C.M., O.Q., FCPA, FICD
Corporate director

Senior Advisor, Fiera Capital
Chair of the Industry Strategy Council (Canada)
Former Chair of the Board and Chief Executive Officer of Desjardins Group Former Chair of the Board of Investissement Quebec

Companion of the Canadian Business Hall of Fame (2018) (CBHF) and the Investment Industry Hall of Fame (IIAC), Monique Leroux is a corporate director. She is Senior Advisor (Non-Executive) of Fiera Capital and serves as an independent board member of global companies such as Michelin, BCE/BELL, COUCHE-TARD and Lallemand Inc (privately owned company). She also chairs Michelin’s ESG Committee as well as Bell’s Corporate Governance Committee. As such, she contributes her broad international business experience as Partner of Ernst and Young (EY), Chair of the Board and Chief Executive Officer of Desjardins Group and Chair of the Board of Investissement Québec.

In May 2020, Ms. Leroux was appointed Chair of the Industry Strategy Council by the Minister of Innovation, Science and Industry of Canada. She is a member of the G7 Impact Taskforce representing Canada. She is also vice-chair of the Montreal Symphony Orchestra (OSM), Chair of the Board of Conservatoire de musique et d’art dramatique du Québec and Chair of Governance committee of Université de Sherbrooke.

Ms. Leroux is a Member of the Order of Canada, an Officer of the Ordre national du Québec, a Chevalier of the Légion d’honneur (France) and a recipient of the Woodrow Wilson Award (United States). She has been awarded Fellowship by the Ordre des comptables professionnels agréés du Québec and the Institute of Corporate Directors and holds honorary doctorates and awards from ten Canadian universities in recognition of her contribution to the business sector and to the community. She is also a Director Emeritus and was a member of the Executive Committee of the Rideau Hall Foundation. She has also published 3 books.

David Wray

President, DFCG International Group

David has held finance executive roles in the technology industry for 25 years. He is the President of the DFCG International Group, the French CFO Network. He holds the President’s Chair of the Board of Directors for Aangen, a Canadian social enterprise focusing on breaking the cycle of poverty. He also holds a master’s degree and is a Chartered Accountant.

David is a transformation expert, sharing his views on accounting governance, organisational impact, change management, digitization and large-scale transformation.

David has authored several articles on digitization, sustainability and transformation and his Amazon best-selling book The Power of Potential: A Straightforward Method for Mastering Skills from Personal to Professional.

David is passionate about people and the planet, contributing much of his time to public good sustainability digitization initiatives.

Bertrand Millot

Head of Sustainability, CDPQ

Bertrand Millot leads the Stewardship Investing team, which is responsible for defining and implementing CDPQ’s strategic directions, including integrating ESG factors into all activities and deploying the climate strategy. His responsibilities have three aspects: helping investment teams structure impactful investment opportunities (particularly with regard to social, climate and energy transition investments); managing risks related to ESG, climate change and reputation and contributing to the organization’s outreach in collaboration with the CDPQ Global team.

Mr. Millot is one of the architects of CDPQ’s climate change strategy and a seasoned investor in infrastructure and corporate debt in emerging markets, fields where ESG considerations have historically been at the forefront. At CDPQ since 2015, he previously held various positions in risk management and stewardship investing, including Business Unit Risk Manager for the Fixed Income, Capital Solutions and Cross-functional Risk portfolios. He also served as Head of Climate Risk and Issues and led the Stewardship Investing team.

Before joining CDPQ, Mr. Millot was CEO and CIO at Cordiant Capital, an emerging market corporate debt fund manager. Earlier in his career, he was active in infrastructure project finance with the European Bank for Reconstruction and Development in London, U.K. and with BNP Paribas in Paris, France.

Mr. Millot holds an MBA from McGill University, a Master’s in Engineering from École Nationale Supérieure d’Arts et Métiers in Paris and is a member of the Institute of Corporate Directors (ICD.D designation).

Lauren Katz

Vice President Product, Novisto

Lauren Katz comes to Novisto with two decades of experience in SaaS software in both product and customer success. 

Prior to joining Novisto, Lauren served as a Product Director at AlayaCare, a cloud-based home health care software. Not only does she have an impressive history in the data and product industry, she is also a mother, a fitness instructor, and is an avid traveler.

Lauren brings her expertise in managing platforms and product teams to Novisto, where she coordinates and manages product functionalities to deliver best-in-class technology solutions that meet customer needs. She is also skilled at leading and building big teams, and consistently proves herself to be a strong leader and mentor.

Lauren holds a business degree in hospitality and tourism, and brings her enthusiasm and dedication to product management to her role at Novisto

Marie-Josée Privyk

CFA, RIPC, SASB-FSA Credential holder
Chief ESG Innovation Officer at Novisto Inc.

Marie-Josée is responsible for ESG Innovation at Novisto Inc., a next generation sustainability management platform empowering companies to better manage and create value from their ESG data, reporting, and strategy. Marie-Josee draws on nearly 30 years of experience in capital markets, namely as a sell-side Financial Analyst and Head of research, as Director of Investor Relations for a publicly listed company, and as ESG Advisor to companies and investors.

Marie-Josée is a member of the Enterprise Data Management Council’s ESG Working Group and the Capitals Coalition’s Digitalization of Sustainability Data (DSD)-Lab workshop, and leader of the Quebec–SASB FSA Credential Group. She also participates in the CCLI’s Canadian Climate Governance Experts Initiative.

Marie-Josée holds a B.Com. in finance from McGill University and a certificate in Applied Communications from Université de Montréal. She is a CFA charterholder and holds the Fundamentals of Sustainability Accounting (FSA) Credential of the Sustainability Accounting Standards Board (SASB), as well as the CFA Institute’s Certificate in ESG Investing and the Responsible Investment Professional Certification (RIPC) designation from the Canadian Responsible Investment Association. She has also successfully completed the Advanced Responsible Investment Analysis course from the UN Principles for Responsible Investment’s PRI Academy.

marie-josee.privyk@novisto.com