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Beyond Accounting – Sustainability in Transactions

Name: Beyond Accounting – Sustainability in Transactions
Start: 2024-04-24T09:00:00+10:00
End: 2024-04-24T10:30:00+10:00
Location: Online

April 24 @ 9:00 am - 10:30 am AEST

23 APRIL – 7pm – 8.30pm EASTERN / 24 APRIL – 11am NEW ZEALAND / 9am SYDNEY

CAW Network USA invites you to attend this exciting online event, Beyond Accounting – Sustainability in Transactions.

Addressing the issues of sustainability, including environmental, social and economic impacts of the transition to a net-zero economy, represents a key challenge for most organisations. Despite this, business activity continues, with the investment and divestment cycle remaining another fundamental part of organisations’ activities. Corporate acquisition and disposal transactions, including those that are private equity (PE) funded, are a fundamental part of many economies. The interrelationship between these two areas of focus, mergers and acquisitions / divestment and sustainability-related issues, is the subject of this report. Using the insights of nearly 50 accountancy and finance professionals from across the world, many of whom are members of ACCA or CA ANZ, this report provides a context for this interrelationship between sustainability and these major corporate transactions. The report is not a detailed explanation of the transaction process; rather, it is intended to support chief financial officers (CFOs) and their teams in identifying appropriate sustainability-related considerations during the investment and divestment workflows.

Three key messages from this report

Sustainability-related opportunities and risks cannot be ignored in a transaction: they now form a fundamental part of the strategic intent of the transaction and the valuation of an entity.
The assessment of these risks and opportunities must be comprehensively considered as part of the due diligence process, both as a specific workflow and as an integral part of other forms of due diligence.
Organisations need to ensure that they have an appropriate level of expertise across the transaction workflow and in relation to the target’s operations, assets and liabilities.

Join us for an exciting online event where we explore the issues surrounding Sustainability in Transactions.

LEARNING OBJECTIVES:
This presentation will help its audience:

Understand the issues of sustainability, including environmental, social and economic impacts of the transition to a net-zero economy.
Understand the challenges facing most organizations
Understand the interrelationship between mergers and acquisitions and divestment.
Understand how to identify appropriate sustainability related considerations during investment and divestment workflows.

FIELD OF STUDY: Business Management and Organization

PREREQUISITES: No prerequisite provided attendees are qualified CAs and/or CPAs.

WHO SHOULD ATTEND: Open to members and associates of CAW Network USA and their guests.

ADVANCE PREPARATION: Not required

PROGRAM LEVEL: Basic

DELIVERY METHOD: Group Internet

REFUND / CANCELLATION POLICY: No fee for members or guests

COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please contact [email protected]

Eligible for up to 1.5 CPE credits in the field of Business Management and Organization

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Member or Associate - FREE (*)

Other attendees (includes CPA Canada, Students or Guests) without CPE - FREE (+)

All those attending the event will be issued a digital badge subsequent to the event – this may take 2 to 3 weeks to action. This should also serve as evidence to meet institute CPD requirements.

* Members and Associates includes members in good standing with ICAEW, ICAS, CA ANZ, SAICA, Chartered Accountants Ireland and paid-up associates from other institutes. This includes a CPE certificate for up to 1.6 credits, if the attendee requests it and complies with NASBA guidelines (answers polls and time attending).

+ Other Attendees include members of other CAW institutes, CPA Canada, Students or Guests.

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Yes

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MEET THE SPEAKERS

Jayson Poulton, FCA Chief Financial Officer, USA at Commonwealth Bank of Australia (CBA) and CA ANZ Councillor

Jayson is Chief Financial Officer, USA at Commonwealth Bank of Australia (CBA) based in New York. Having worked in public practice with BDO in Melbourne, he has spent much of his professional career internationally in financial services, with roles at MF Global and CBA in London, before relocating to New York.

Jayson has held various positions on committees and advisory bodies of CA ANZ, including Education Team Leader on the UK Overseas Member Committee and as the New York Tri-state Link Member Representative. Jayson is also a board member of Chartered Accountants Worldwide Network USA (CAW Network USA) as the CA ANZ Member Organisation Representative.

He is a qualified Financial and Operations Principal with the Financial Industry Regulatory Authority (FINRA) and holds a Bachelor of Commerce, Majoring Accounting and Business Law.

https://www.linkedin.com/in/jaysonpoulton/

Charlotte Evett FCA General Manager, New Zealand Regions, CA ANZ

Charlotte is a Chartered Accountant and has worked in the financial services, energy and public practice sectors in New Zealand the US and the UK. Charlotte contributes to Chartered Accountant ANZ’s thought leadership initiatives on a wide range of emerging trends ranging from AI, ethics and the future of finance to Blockchain technology. Charlotte also leads CA ANZ’s member engagement and DEI teams in New Zealand and is also responsible for advocating in the public interest with New Zealand regulators and government on policy issues relevant to Chartered Accountants and the accounting profession.

https://www.linkedin.com/in/charlotte-evett-856b653/

Sid Chitnis CA, CFA Managing Director and Partner in HCVT’s Advisory Services Practice.

Sid Chitnis CA, CFA is a Managing Director and Partner in the firm’s Advisory Services practice where he leads the M&A Advisory team. He brings over 17 years of experience advising private equity sponsors and private and publicly held companies on matters pertaining to mergers and acquisitions. Sid and the M&A Advisory team guide clients through the intricacies of sell-side and buy-side transactions to achieve optimal outcomes. Their collective experience performing valuations, modeling, financial due diligence, tax, and accounting helps our team add value at each step of the process — pre and post-deal.

Sid has experience working across a wide range of industries, including consumer, food and beverage, retail, manufacturing, business services, and industrial. He also specializes in advising companies on brand intellectual property matters related to transactions and valuation. Prior to joining HCVT, Sid served as a director at Houlihan Lokey, a publicly traded global investment bank where he was a member of the Financial and Valuation Advisory practice which provides valuations and transactions advice to its clients. Earlier in his career, Sid held senior roles in corporate finance and advisory with Deloitte and Duff & Phelps, which is now Kroll.

Sid earned a Bachelor of Commerce degree in Accounting and Finance from the University of New South Wales, Sydney, Australia. He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Institute. He is also a Chartered Accountant (CA) and a member of the Institute of Chartered Accountants in Australia. With CAW Network USA Sid is a voting board member and Director – Member Advocacy – West.

https://www.linkedin.com/in/sid-chitnis-cfa-6775541b/

Theshan Goble CA, ESG & Sustainability Controller at S&P Global.

Theshan Goble CA is the ESG & Sustainability Controller at S&P Global, where he helps shape the company’s green equity story and contributes to the Company’s leadership in corporate responsibility. S&P Global has a unique ability to deliver the right data, insights, and intelligence that customers seek so they can make informed decisions with conviction.

With over a decade of experience, primarily at KPMG as a Director and ESG Leader, Theshan provided innovative business solutions through audit, sustainability, and advisory services to several Fortune 500 companies. Theshan is a Chartered Accountant and earned Sustainability Leadership credentials from Harvard University, NYU Stern Center of Sustainable Business, and the University of Cambridge.

Theshan has extensive international experience having worked in offices throughout Australia, Europe, and the United States. He also actively contributes to humanitarian causes as a Board Member for various organizations globally.

https://www.linkedin.com/in/theshange/