Board Perspectives

Artificial intelligence, including but not limited to generative AI, has taken the world by storm over the past year, with organizations worldwide scrambling to identify where and how it can be used to strengthen their businesses and grow competitive advantage. Without question, as companies move quickly to employ these technologies, ESG issues come into play at a number of levels, from sustainability reporting to social and governance risks that must be managed. In this episode of Board Perspectives, Protiviti Associate Director Alyse Mauro Mason talks with Protiviti Managing Directors Christine Livingston and Mark Carson about AI and how it can be used in sustainability, some examples of use cases, and where you can leverage AI to identify opportunities and risk. Christine is responsible for artificial intelligence/machine learning and innovation solutions at Protiviti. With over a decade of experience in AI/ML deployment, she has delivered hundreds of successful AI solutions, including many first-in-class AI-enabled applications. She has helped several Fortune 500 companies develop practical strategies for enterprise adoption of new and emerging technology, including the creation of AI-enabled technology roadmaps. She focuses on identifying emerging technology opportunities, developing innovation strategies and incorporating AI/ML capabilities into enterprise solutions. Mark leads Protiviti’s Data and Analytics Strategy practice and is the Americas lead for ESG data and tooling, leveraging a culmination of experiences from over 20 years of delivering business value through the design, build, deployment, change management and operations of innovative data and analytics solutions. Learn more about Christine at www.protiviti.com/us-en/christine-livingston. Learn more about Mark at www.protiviti.com/us-en/mark-carson. For more information on this and other ESG topics, visit Protiviti.com/ESG. We also invite you read our paper, Sustainability FAQ Guide: An Introduction: www.protiviti.com/us-en/research-guide/esg-sustainability-reporting.

In this episode, hosted by Protiviti Associate Director Alyse Mauro Mason, we focus on financial inclusion, defining financial inclusion and its impact, what it means for your business, and how to manage the risk of more inclusive credit and lending practices. Alyse’s guests are Tracie Anderson of TransUnion and Shelley Metz-Galloway of Protiviti. Tracie is Principal, Economic Inclusion Strategy, U.S. Markets at TransUnion. She leads the development and execution of strategies to fulfill TransUnion’s ongoing commitment to advance financial inclusion. In her role as principal in U.S. markets, Tracie collaborates with stakeholders internally and externally to cultivate commercial and community relationships focused on driving sustainable financial returns and social good by expanding opportunities with underserved consumers. These opportunities create inclusive and equitable pathways where more consumers can successfully use financial services and products to enhance their quality of life. Shelley is a managing director and U.S. regulatory compliance lead with Protiviti. She has more than 30 years in the financial services industry and offers expertise in consumer regulatory compliance, enforcement, action response and remediation compliance, and fair lending and UDAAP risk assessments, as well as compliance management systems, program development, business performance and risk analytics, strategic planning, and process reengineering. As a leader of Protiviti’s Multicultural, ESG and Racial Equity Advisory Council, Shelley also conducts audits for clients interested in assessing their diversity, equity and inclusion program effectiveness and remediating DEI gaps. Tracie and Shelley join this podcast in their personal capacity to share their experience, expertise and insights with us. Contact Alyse at alyse.mauromason@protiviti.com. Contact Tracie at www.linkedin.com/in/tracie-anderson-b77b204/. Contact Shelley at shelley.metz-galloway@protiviti.com For more information on this and other ESG topics, visit Protiviti.com/ESG.

A core component of the ESG program in any organization is diversity, equity and inclusion. Different organizations take different approaches to DEI, or DEIB. There is no one way to be a leader. But what does matter is consistency and commitment, particularly the concepts around diversity, equity, inclusion and belonging, and how they continue to evolve. Such a commitment is especially vital given the ongoing war for talent and the need to attract and retain people to your organization. In this episode, we talk with Andaye Hill-Espinoza and Alfredo Mendez, two leaders in our enterprise who offer some highly informative insights on DEIB and how board members and executives need to understand its long-term value. Andaye is an associate director with Protiviti and a leader in the firm's ESG Center of Excellence and DEI programs. Alf is vice president, DEI and community for Robert Half, parent company of Protiviti. For more information on Protiviti’s ESG and Sustainability programs, visit Protiviti.com/ESG. Contact Andaye at andaye.hill-espinoza@protiviti.com. Contact Alf at alfredo.mendez@roberthalf.com. For more board-focused thought leadership from Protiviti, visit www.protiviti.com/gl-en/board-leadership-collection.

Data management is a critical component of an organization’s reporting and required disclosures, whether they are for regulatory authorities or stakeholders. The needs are no different when it comes to environmental, social and governance (ESG) – an area of growing global importance for organizations worldwide. In this podcast, Protiviti Associate Director Alyse Mauro Mason interviews Protiviti Managing Directors Mark Carson and Zachary Unger on a topic that is growing rapidly in importance in the ESG space, namely effective data governance and management. Mark is a leader in Protiviti’s enterprise data and analytics practice and is the America’s lead for ESG data and tooling. Zach leads Protiviti’s global team focused on ESG reporting. Alyse is a leader with the firm’s ESG practice. Contact Alyse at alyse.mauromason@protiviti.com. Contact Mark at mark.carson@protiviti.com. Contact Zach at zachary.unger@protiviti.com. For more information on this and other ESG topics, visit Protiviti.com/ESG.

In this episode, we focus on ESG from a legal perspective. Alyse Mauro Mason, an Associate Director with the Business Performance Improvement solution and ESG practice at Protiviti, interviews Dennis Kerrigan, Executive Vice President and General Counsel for the Hanover Insurance Group, and Rich Cohen, a Managing Director with the Legal Consulting practice at Protiviti. Dennis and Rich join this podcast in their personal capacity to share their expertise and insights. They are not providing legal advice. Find Dennis Kerrigan’s LinkedIn profile here: www.linkedin.com/in/dennisfkerrigan/. Find Rich Cohen’s LinkedIn profile here: www.linkedin.com/in/rich-cohen-15389b1/. Find Alyse Mauro Mason’s LinkedIn profile here: www.linkedin.com/in/alysemauro/.

A fast-growing ESG topic in boardrooms and C-suites is ESG traceability – achieving transparency into the complete supply chain of goods and services. Organizations – and more importantly, their customers and clients – are seeking more transparent, secure and responsible supply chains. This is about far more than one supplier or manufacturer meeting the organization’s ESG standards. It’s about understanding the origin and path of all goods and materials across increasingly complex and global supply chains. This episode of Board Perspectives features our conversation with Doug Johnson-Poensgen and Debjani Mallick about ESG traceability. They share their guidance for directors and C-suite leaders on how to navigate this often-complex challenge. Doug is founder and CEO of Circulor, which provides a leading solution to industrial, complex supply chain traceability based on AI and Blockchain technology. Doug has 25 years of international experience as an Executive and Non Executive Director, operating in the Financial Services, IT and Management Consultancy sectors. Debjani is a Senior Manager within the ESG and Supply Chain practice areas of Protiviti's Business Performance Improvement practice. Her primary focus is to develop the firm’s Sustainable Operations business solution. Debjani has 10 years of engineering and business experience helping organizations to meet their operational and sustainability goals. Contact Doug at www.linkedin.com/in/dougjohnsonpoensgen/. Contact Debjani at debjani.mallick@protiviti.com. For more information on this and other ESG topics, visit Protiviti.com/ESG. To learn more about the Task Force on Climate-Related Financial Disclosures (TCFD), visit https://www.fsb-tcfd.org. The TCFD has developed a framework to help public companies and other organizations disclose climate-related risks and opportunities. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. The Post-Quantum World – Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti – We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond.

With the dominance of ESG as a key agenda item in the boardroom and C-suite, it’s no surprise that one especially noteworthy topic is sustainable finance – ensuring that investments in products and services are aligned with ESG and sustainability standards. This certainly is a key area of focus in financial services. In this podcast, Protiviti’s Paul Middleton interviews Ana Carolina Oliveira, Head of Sustainable Finance in the Americas for ING. In their conversation, Ana Carolina and Paul discuss the world of sustainable finance, from current market interest to pervasive challenges and key learnings and takeaways for board members. Ana Carolina started her career with ING in 2008 as client and policy advisor on Environmental and Social Risk and Sustainability. After working in credit risk and with ING’s healthcare clients, she was appointed to lead the America’s Sustainable Finance group in April 2020, where she is responsible for pitching and structuring sustainable finance products to support clients as they transition to more sustainable businesses. She is also responsible for steering the Americas portfolio in line with the goals of the Paris Climate Agreement, through helping clients set climate targets and supporting their transition to low-carbon operations. Paul is a Managing Director with Protiviti. He leads the firm’s capital markets business in London. To learn more, visit Protiviti.com/ESG. To contact Ana Carolina Oliveira, visit https://gfcmediagroup.com/contributors/ana-carolina-oliveira. Contact Paul at paul.middleton@protiviti.com.uk. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. The Post-Quantum World – Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti – We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond.

ESG is a driving theme and priority for most organizations around the world today. And like any other key initiative within these organizations, whether it be global expansion or launching new product lines, there must be a plan and strategy for ESG programs and activities. They cannot be approached as a side project. In this episode of Board Perspectives, we speak with Protiviti’s Ellen Holder and Britta Sadoun about the importance of building an ESG plan and strategy and the board’s role in this process. Ellen is a Director and Britta is an Associate Director with the Risk & Consulting practice at Protiviti. Both also are members of Protiviti’s ESG practice and leadership team. Contact Ellen at ellen.holder@protiviti.com. Contact Britta at britta.sadoun@protiviti.com. To learn more, visit Protiviti.com/ESG. Find more of Protiviti’s thought leadership for board members at www.protiviti.com/board. For a full transcript of this podcast, contact Kevin Donahue: kevin.donahue@protiviti.com. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. The Post-Quantum World – Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti – We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond.

Corporate culture, once a rather squishy, hard-to-define concept for organizations, increasingly is a top-of-mind concern for leaders looking to create a desirable workplace for innovation and one where employees who have many choices want to remain long-term. The challenges are especially acute amid the current war for talent and the need to attract and retain the best people. And part of building a strong culture is focusing on sustainability – an issue of particular interest to multigenerations of workers who have varied interests and concerns, including those related to ESG, human rights and climate change. In this episode of Board Perspectives, we talk with Protiviti’s Fran Maxwell and Kim Lanier about the board’s role in building a culture of sustainability. Fran is a Managing Director with Protiviti and global leader of the firm’s Workforce and Organizational Transformation Segment within the Business Performance Improvement solution. Kim, a Protiviti Director, is a leader in this group. They offer a number of interesting insights for board members: Among them, building a culture of sustainability is more about the journey than the destination. It’s about creating and executing a strategy and roadmap. And it’s certainly about the board setting the right tone and having the right discussions with their management teams. Contact Fran at fran.maxwell@protiviti.com. Contact Kim at kim.lanier@protiviti.com. Find more of Protiviti’s thought leadership for board members at www.protiviti.com/board. To learn more, visit Protiviti.com/ESG, as well as the Organizational Transformation and Employee Experience sections on Protiviti.com. For a full transcript of this podcast, contact Kevin Donahue: kevin.donahue@protiviti.com. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. The Post-Quantum World – Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti – We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond.

It should come as no surprise that, according to research from Protiviti, ESG metrics and measurement are among the top priorities for CFOs and finance teams to address, and a majority are substantially increasing the focus on and frequency of their ESG reporting. A key part of these efforts must be building sustainable operations and supply chains. But this only scratches the surface. Board members today are looking for deeper insights into the organization’s ESG footprint. In this podcast, our conversation with Beverly Norman-Cooper, Chief Strategist with Reimagining Economic Regeneration Strategies, and Protiviti’s Tony Abel will inform you of key ESG considerations in business operations and supply chains, and also help you formulate the right questions to pose to management to understand clearly the organization’s strategy and policies in these areas. One particular takeaway from this discussion stands out. Building sustainable operations and supply chains should be approached as a business strategy. It’s not just about a commitment to being green or being socially responsible – rather, this should be considered and managed like a business strategy, similar to any other critical enterprisewide initiative in the organization. These areas warrant close and frequent consideration by the board. Beverly, in her current role with Reimagining Economic Regeneration Strategies, helps companies harness supply chain purchasing to create good jobs, increase community wealth, and accelerate the economic, social, and physical regeneration of under-resourced communities. She previously led supplier diversity and environmentally preferable sourcing for a major healthcare organization. Over three years, she took the organization from $1.3 billion in annual diverse spend to more than $2.3 billion in annual spend. Tony is a Managing Director with the Business Performance Improvement solution at Protiviti. He is a leader with the firm’s Supply Chain and Procurement Practice and leads Protiviti’s Manufacturing, Supply Chain and Circular Economy ESG Working group. Tony has more than two decades of experience as a procurement and supply chain leader within companies, management consulting and outsourcing environments across a variety of industries. Find more of Protiviti’s thought leadership for board members at www.protiviti.com/board. To learn more about Protiviti’s ESG services, visit www.protiviti.com/ESG. Additional resources: - “SEC Issues Proposed Rules for Enhancement and Standardization of Climate-Related Disclosures – www.protiviti.com/US-en/insights/flash-report-032122-sec-issues-proposed-rules-climate-related-disclosures - “Understanding the ESG ratings, rankings and metrics landscape - with Bob Hirth and Melanie Larkins of Protiviti” – www.protiviti.com/US-en/podcast-board-perspectives We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. The Post-Quantum World - Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti - We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and...

ESG reporting is garnering a growing amount of attention today, particularly among board members seeking to understand and possibly comply with specific requirements in their country or their industry. But when it comes to ESG reporting, there are a lot of questions. Who specifically is required to issue these ESG reports? Who is issuing them voluntarily? And more importantly, what do organizations need in order to issue them in terms of data and operational processes? In this latest episode in our Board Perspectives podcast series, we talk with Protiviti managing directors Jonathan Wyatt and Chris Wright regarding these issues. They offer some great insights that should be especially interesting to board members in a broad range of organizations. Jonathan is the European regional leader for Protiviti, and Chris is the global leader for Protiviti’s Business Performance Improvement solution, as well as the firm's ESG services. Find more of Protiviti’s thought leadership for board members at www.protiviti.com/board. To learn more about Protiviti’s ESG services, visit www.protiviti.com/ESG. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. Identity at the Center – A weekly podcast all about identity security in the context of identity and access management (IAM). With a combined 30+ years of IAM experience, hosts Jim McDonald and Jeff Steadman bring you conversations with news, topics and guests from the identity management industry. The Post-Quantum World – Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti – We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive boardrooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond. Transcripts of Board Perspectives are available upon request – contact Kevin Donahue at kevin.donahue@protiviti.com.

Welcome to the inaugural edition of Protiviti’s Board Perspectives podcast series, in which we delve into numerous challenges and areas of interest for boards of directors. In this episode, our focus is on environmental, social and governance (ESG) – specifically, how organizations are judged! One of the most challenging aspects of ESG for board members is understanding what’s become a complicated landscape of third-party organizations that rate and/or rank a company’s various ESG practices, as well as trying to learn, at least at a high level, about the many metrics and measurements that gauge ESG maturity. Helping to provide some clarity to this complicated landscape are Protiviti’s Bob Hirth and Melanie Larkins. Bob is a Senior Managing Director with Protiviti and also serves as Co-Vice Chair of the Sustainability Accounting Standards Board, or SASB. Melanie is an Associate Director with the Business Performance Improvement solution at Protiviti and is part of the firm’s ESG group leading ESG services across Protiviti’s solutions. Her focus includes building the firm’s ESG center of excellence and serving as its PMO. Find more of Protiviti’s thought leadership for board members at www.protiviti.com/board. To learn more about Protiviti’s ESG services, visit www.protiviti.com/ESG. We also invite you to listen and subscribe to other podcast series from Protiviti: Powerful Insights – Features leaders and subject-matter experts from around the world offering insights on key issues facing organizations in our dynamic, challenging and competitive global business climate. Identity at the Center – A weekly podcast all about identity security in the context of identity and access management (IAM). With a combined 30+ years of IAM experience, hosts Jim McDonald and Jeff Steadman bring you conversations with news, topics, and guests from the identity management industry. The Post-Quantum World - Quantum computing capabilities are exploding, causing disruption and opportunities, but many technology and business leaders still don’t understand the impact quantum will have on their business. Protiviti is helping organizations get post-quantum ready. In our bi-weekly podcast series, The Post-Quantum World, Protiviti Associate Director and host Konstantinos Karagiannis is joined by quantum computing experts to discuss hot topics in quantum computing, including the business impact, benefits and threats of this exciting new capability. VISION by Protiviti - We put megatrends under the microscope and look into the future to examine the strategic implications of those transformational shifts that will impact the C-suite and executive board rooms worldwide. In this ongoing series, we invite some of today’s most innovative and insightful thinkers—from both inside and outside Protiviti—to share their vision of the future and explore how today’s big ideas will impact business over the next decade and beyond.