Our community is gaining momentum!
Thanks to all who attended our program on assurance. We had record attendance and great interaction.
Going forward, we'll be forming a committee to continue to expand our programming. Please let us know if you are interested in helping out, even if it's in a small way--we welcome programming suggestions, content for our news section and help with longer-term strategic and financial planning. Help us keep the momentum going! Bob Laux and Mary Adams
Thanks to Kristen Sullivan (Deloitte) and John DeRose (EY) for their discussion moderated by Desiré Carroll (AICPA). The topics included how accounting firms have begun to take on this challenge, what's happening now and the possible future paths for assurance of integrated reports. View the video and resource list.
Integrated reporting as a tool for sustainable wealth creation
Integrated Reporting in a Nutshell
Implementation Guidance on Integrated Reporting for SMEs
Integrated Reporting Resources and Survey
Integrated Reporting & Doughnut Economics
Council of Institutional Investors calls for improved reporting on human capital and ESG reporting
Intel's new 10k features multiple capitals
CPA Journal Interview Richard Howitt
Jones Lang LaSalle's new 10K features IR
IR as a fractal framework to assess community wellbeing
IIRC Newsletter – Conference Special with extensive coverage
We are working on programs about individual company reports, reporting approaches and perspectives. We're happy to also list other relevant U.S. events.
Report from our conversation with the AICPA
Read this great post: AICPA Leads by Example by Larry Yu. and watch the video.
Top 1000 Funds: How to spot real ESG integration
Bob Laux on Integrated Reporting in the U.S.
Forbes: What Banks and Business Schools Should Do Next
IIRC welcomes World Economic Forum white paper: Seeking Return on ESG – Advancing the Reporting Ecosystem to Unlock Impact for Business and Society
IIRC publishes 2019 <IR> Business Network Programme of Activities
Mary Adams at Intel and IMA Valley of the Sun, 19 Feb 2019, Phoenix, AZ
Bob Laux at GRI Reporters' Summit, 25 Feb 2019, Tempe, AZ
Integrated Reporting Conversation: Clorox, 13 Mar 2019, 2:00 PM - 3:00 PM, On line
ISOS Integrated Reporting Training, 5 Apr 2019, New York, NY
Report from our conversation with Coca-Cola
Read this recap by Larry Yu and share your thoughts: Coca-Cola's Integrated Thinking: Does an integrated report need to be one report? Includes video of the first half of the program.
Should CPAs be the conscience of the economy?
Global reporting groups plan to align standards in 2 years
Should FASB and IASB be responsible for setting standards for nonfinancial information?
New alignment project can ‘cut the clutter’ in business reporting
Leading corporate reporting bodies launch two-year project for better alignment
Core indicators launched at United Nations for integrated reporting by enterprises on sustainable development goals
The Association of International Certified Professional Accountants (the Association) was launched in January 2017, formed by members of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA). The Association presented its first integrated annual report in 2018 for fiscal 2017, its inaugural year. In this meeting we’ll hear about the Association’s approach to designing a report that tells the story of how the organization creates value, and lessons learned along the way.
More information and registration
Integrated Reporting is on the rise in the U.S. Learn more and join the conversation at our next meeting!
Report from our conversation with Etsy
Read this recap by Larry Yu Keeping Reporting Human: Etsy’s Integrated Reporting Journey. Includes video of the first half of the program.
Report from our conversation on new <IR> research
Read this recap by Mary Adams New research on the economic benefits of integrated reporting quality. Discussion with authors Mary Barth of Stanford and Elmar Venter of the University of Pretoria. Post includes video and a link to their paper.
Dominic Barton New Chair of IIRC
Triple Pundit: Reporting from the UN on Integrated Reporting Progress
CPA Journal on Integrated Reporting and Developments in the Private SectorSustainable Brands: Alignment but No Single Framework
Video of Bob Laux - On Long-Term Value Creation
Integrated thinking is the model to reshape business for the 21st century
Changing the way companies disclose, operate and think
IIRC publishes own annual integrated report
New academic database points to clear benefits in adopting integrated reporting
Integrated reporting and the price-book ratio model: Evidence from Japan
Coca-Cola publishes a short Annual Review and Sustainability Report. In this meeting, we'll hear from Jamal Booker, Reporting Manager of the Global Public Affairs, Communications and Sustainability function at The Coca-Cola Company. He'll share their approach to externally reporting on their integrated business, how their chaptered approach fits into their reporting strategies and lessons they've learned along the way.
Summary of recent program with Intel:
Read this recap by Rachel Ricardella: Breathing new life into annual reports: Intel’s reporting evolution. The post also includes a link to the video portion of the program.
Paper: Do Long-Term Investors Improve Corporate Decision Making? • Mary Adams
EAA 41st Congress in Milan last week • Brad Monterio
Integrated Reporting Daily Record • Brad Monterio
Article: Building Confidence in Non Financial Performance Information • Brad Monterio
New training partner: SRWorks International
Why do investors want to talk about purpose?
Technology companies join forces to set out steps for analysing, using and communicating data
Technology primer for integrated reporting: A Chief Information Officer guide
As we often say, integrated thinking and reporting is a journey. And the U.S. companies on that journey are taking diverse and exciting approaches. In an effort to expand our list of sample reports in our community, we have formed a working group to find useful rubric to highlight different characteristics of reports.
In our meeting this month, we are going to hear from Elizabeth Castillo, Assistant Professor at Arizona State University. Elizabeth assigned the rubric to her class. She'll share the results, highlighting key characteristics of 17 companies and organizations by her students. Then we hope to have a conversation about next steps that we can take as a community to build on this approach.
Our goal is to expand our examples database and to continue to broaden the reach of our group and our message. Hope you'll join us!
For more information on our community, please visit www.iruscommunity.org
We welcome volunteer bloggers, program organizers and community builders--contact us
Read this recap by Larry Yu: The true story of ArcelorMittal, where the U.S. is leading the world in integrated reporting. The post also includes a link to the video portion of the program.
Read this recap (also thanks to Larry Yu): Why Mike Krzus thinks it’s not that hard to produce an integrated report. Here's the video portion of the program.
Parnassus: Corporate Reporting that Fosters Innovation Mary Adams
Sustainability Reporting Will Create Long-Term Business and Investor Value Paul Thompson
Making integrated reporting work in an SME: Anglo African Paul Thompson
Ethical Corp: Making Sense of Standards Mary Adams
Bringing extinction accounting into the heart of integrated reporting
Materiality: Driving integrated thinking
The advantages of HTML reports
ACCA: Integrated reporting case study – University of Edinburgh
Erika Kelley, Intel external reporting controller, and Sam Roberts, financial reporting controller, will give us a guided tour of the latest Intel 10-K and share their experience with integrating their reporting. These programs include lots of conversation so join in!
Summary of our Town Hall Meetings with Howitt and Laux
Our first live meeting of the Integrated Reporting U.S. Community in Boston was a great success! We attracted a diverse group of leaders from both Boston and New York to hear from Richard Howitt and Bob Laux about the progress of the integrated reporting movement in the U.S. and abroad.
If you couldn't make it, see this great post Larry Yu summarizing our meeting.
There's also a video of the virtual town hall that we held later that same day.
AICPA: Raising the Reporting Bar: Why Integrated Reporting (IR) Matters in the Digital Economy Adams
Ethical Corp: Making Sense of Standards
2018 address by Judge Professor Mervyn King, Chairman of the Council, IIRC
IIRC, UNCTAD, WBCSD and NBA: The role of business in achieving the SDG's
IIRC welcomes launch of Social & Human Capital Coalition and its contribution to integrated thinking
Beth Spurgeon, USA Corporate Responsibility Manager, ArcelorMittal will give us a guided tour of their reports and share her experience with us.
More information and registration.
Summary of our conversation with Jones Lang Lasalle
Thanks to Mark Ohringer, JLL Executive Vice President, General Counsel and Corporate Secretary for a helpful discussion about the company's integrated reporting journey. As always, we had a diverse audience with good questions!
See a video of discussion highlights as well as a great post by Kite Global Advisors called Along the Integrated Reporting Journey with JLL.
(and please join us for our upcoming town halls-more info below)
AICPA and Black Sun: Purpose Beyond Profit
Along the integrated reporting journey with Jones Lang Lasalle
Sustainable Brands: Unleashing the Power of Online Reporting
IR Magazine: MSCI expects investor focus beyond companies’ ESG disclosure
ACCA: Insights into integrated reporting 2.0 – walking the talk
2018 address by Judge Professor Mervyn King, Chairman of the Council, IIRC
CPA Canada: Spotlight on integrated reporting
Australian Financial Review: Integrated reporting – telling the whole story has become the trend for business
We're taking advantage of a visit by two leaders from the International Integrated Reporting Council (IIRC), Richard Howitt and Bob Laux to talk about integrated reporting in the U.S.. Join us in person or on line to:
Bring your questions, concerns and ideas to help us advance this movement together!
Register for the Boston Lunch or the Virtual Meeting.
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