ESG - what it is and how to start analysing it – EY Academy of Business

ESG – what it is and how to start analysing it

Terms related to ESG are increasingly present in the world around us, both professional and personal.

The course aims to present the key issues related to corporate social responsibility and
sustainable development. The course will familiarize you with the key elements of non-financial reporting and will bring you the knowledge necessary to make a decision to start such reporting or to expand the analysis of contractors/clients/investments with ESG-related topics.

The course will be illustrated with examples from non-financial reports of public companies.

The course is addressed to:

  • persons interested in ESG/non-financial data and analysis,
  • financial analysts and persons dealing with financial and non-financial reporting,
  • financial controllers, chief accountants,
  • financial directors of capital companies and employees of investor relations departments,
  • employees of CSR/sustainable development departments,
  • employees of listed companies as well as those considering obtaining financing (banks, VC/PE funds, stock exchange),
  • persons working in the corporate banking division,
  • employees of financial and investment departments in companies.

It will be most useful for persons from within the European Union or interested in the EU’s sustainability framework.

Course objectives

  • Familiarizing participants with key institutions that create standards or guidelines for non-
    financial reporting, summarising differences between the standards.
  • Presentation of international initiatives related to ESG.
  • Presentation of the most important issues in the areas of environmental, social and corporate governance.
  • Showing how to find the important ones in the maze of non-financial data and use them for analysis.

Advantages

  • The training will familiarize you with the key elements of non-financial reporting and will bring you the knowledge necessary to make a decision to start such reporting or to expand the analysis of contractors/clients/investments with ESG-related topics.
  • The training will be illustrated with examples from non-financial reports of public companies.

1. ESG terminology and reporting standards

a. CSR, ESG and sustainability – do they mean the same thing or differ
b. Why do we hear the above terms increasingly often in our everyday lives, corporate world and financial markets
c. Stakeholders – who are they and how do we group them
d. Non-financial information – what are its characteristics, how these differ from financial information, how to assess its materiality
e. How to report on ESG now with all the Alphabet Soup – GRI, SASB, IR, TCFD (key characteristics and differences)
f. What will the reporting look like in future – the new EU and ISSB standards

2. E – environment

a. How companies can impact the climate and the environment and how climate and environment can impact corporates
b. Carbon footprint, greenhouse gases, GHG Protocol (Scope 1-3 calculations)
c. Climate risks versus opportunities, business model resilience (climate scenarios)
d. Key environment/climate indicators

3. S – social

a. Key employee and social indicators – how to understand their meaning
b. Human rights versus Ethics Codes and Code of Conduct
c. Social aspects in supply chain
d. Anticorruption actions

4. G – governance

a. Two-tier and one-tier boards versus shareholders
b. Importance of corporate governance for ESG
c. International regulations e.g. OECD and European Commission
d. Examples of best practice codes within the EU

5. Non-financial analysis

a. Analysis of non-financial information
b. Gap analysis versus ESG data normalisation
c. Greenwashing and how to spot it
d. Building your own ESG rating versus the usage of existing ESG ratings
e. Why ESG will continue to gain on importance

Milena Olszewska-Miszuris - a valuation, financial and non-financial analysis practitioner with several years of experience in the capital market.

ESG – what it is and how to start analysing it

Terms related to ESG are increasingly present in the world around us, both professional and personal.

The course aims to present the key issues related to corporate social responsibility and
sustainable development. The course will familiarize you with the key elements of non-financial reporting and will bring you the knowledge necessary to make a decision to start such reporting or to expand the analysis of contractors/clients/investments with ESG-related topics.

The course will be illustrated with examples from non-financial reports of public companies.

For whom?

The course is addressed to:

  • persons interested in ESG/non-financial data and analysis,
  • financial analysts and persons dealing with financial and non-financial reporting,
  • financial controllers, chief accountants,
  • financial directors of capital companies and employees of investor relations departments,
  • employees of CSR/sustainable development departments,
  • employees of listed companies as well as those considering obtaining financing (banks, VC/PE funds, stock exchange),
  • persons working in the corporate banking division,
  • employees of financial and investment departments in companies.

It will be most useful for persons from within the European Union or interested in the EU’s sustainability framework.

Objectives and advantages

Course objectives

  • Familiarizing participants with key institutions that create standards or guidelines for non-
    financial reporting, summarising differences between the standards.
  • Presentation of international initiatives related to ESG.
  • Presentation of the most important issues in the areas of environmental, social and corporate governance.
  • Showing how to find the important ones in the maze of non-financial data and use them for analysis.

Advantages

  • The training will familiarize you with the key elements of non-financial reporting and will bring you the knowledge necessary to make a decision to start such reporting or to expand the analysis of contractors/clients/investments with ESG-related topics.
  • The training will be illustrated with examples from non-financial reports of public companies.
Programme

1. ESG terminology and reporting standards

a. CSR, ESG and sustainability – do they mean the same thing or differ
b. Why do we hear the above terms increasingly often in our everyday lives, corporate world and financial markets
c. Stakeholders – who are they and how do we group them
d. Non-financial information – what are its characteristics, how these differ from financial information, how to assess its materiality
e. How to report on ESG now with all the Alphabet Soup – GRI, SASB, IR, TCFD (key characteristics and differences)
f. What will the reporting look like in future – the new EU and ISSB standards

2. E – environment

a. How companies can impact the climate and the environment and how climate and environment can impact corporates
b. Carbon footprint, greenhouse gases, GHG Protocol (Scope 1-3 calculations)
c. Climate risks versus opportunities, business model resilience (climate scenarios)
d. Key environment/climate indicators

3. S – social

a. Key employee and social indicators – how to understand their meaning
b. Human rights versus Ethics Codes and Code of Conduct
c. Social aspects in supply chain
d. Anticorruption actions

4. G – governance

a. Two-tier and one-tier boards versus shareholders
b. Importance of corporate governance for ESG
c. International regulations e.g. OECD and European Commission
d. Examples of best practice codes within the EU

5. Non-financial analysis

a. Analysis of non-financial information
b. Gap analysis versus ESG data normalisation
c. Greenwashing and how to spot it
d. Building your own ESG rating versus the usage of existing ESG ratings
e. Why ESG will continue to gain on importance

Price

EUR 350 net

Location

Online

Date

20 September 2022

Contact

Karina Kumanikina

Course coordinator

  • +48 572 002 706
  • karina.kumanikina@pl.ey.com