Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Wednesday, June 7, 2023

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)


Environmental, Social, and Governance (ESG) is a hot topic in the news, but what do banks and credit unions really need to think about? Leaders of banks and credit unions should understand how the SEC’s climate-related disclosure requirements (and other regulations) apply to them. This course will help you understand the implications of the rules and how to think about ESG in a way that adds value to your business and is not just a compliance activity.  

By taking this webinar, attendees will:

  • Understand the overall context of ESG, not only in the US but from an international perspective
  • Understand the background of the SEC’s proposed reporting framework and why the reporting is relevant
  • Learn the key disclosures required by the proposed rules and how they impact your institution
  • Gain expert knowledge on what those requirements mean to banks and credit unions
  • Obtain information about the attestation requirements for transition periods
  • Stay ahead of the curve and start considering what your institution can do to prepare for the final rules
  • Gain ideas to maximize the value of an ESG initiative beyond a compliance exercise

Specific Topics Covered:

  • General Overview of ESG
  • SEC Climate-Related Reporting Framework
  • Introductions of SEC Proposed Disclosures
  • What It Means for Banks
  • Attestation requirements
  • Maximizing your ESG implementation

4 focus areas about ESG 

  1. What ESG means for me and my organization;
  2. What I need to do now;
  3. Where to get help to start; and
  4. How to leverage ESG to make my organization better.



VP, Accounting and Reporting Advisory - Stout Yanan Wang

Yanan Wang is a Vice President in Stout’s Accounting & Reporting Advisory. She is a CPA and MBA and has over 10 year of experience providing audit and advisory support to both public and private sector clients. She has extensive expertise across multiple industries, including banking, insurance, manufacturing, wholesale distribution, software, and professional services. Ms. Wang has broad experience in technical accounting matters (e.g., revenue recognition, leases, debt and equity, investments valuation, derivatives, IFRS/US GAAP conversions, etc.). She also has extensive experience in SEC reporting, accounting standard adoption, SOX implementation, internal audit assessments, regulatory reporting, accounting operations, and audit readiness. Prior to joining Stout, Ms. Wang provided accounting and finance consulting services through Salo. Prior to her consulting experience, Ms. Wang was a manager at EY in the financial services assurance practice.

Director, Accounting and Reporting Advisory - Stout Elizabeth Kettler

Elizabeth Kettler is a Director in Stout’s Accounting & Reporting Advisory practice. She has over 13 years of experience in the financial services industry, working in both external audit and advisory roles. Ms. Kettler has experience with a variety of sectors, including banking, capital markets, wealth and asset management, insurance, and FinTech. Ms. Kettler advises financial services firms on technical accounting, financial reporting, and financial regulatory reporting issues. Areas of technical focus include SEC reporting, financial statement and disclosure preparation, revenue recognition, fair value measurement, Sarbanes-Oxley Act (SOX) Section 404 compliance, and financial regulatory reporting and related internal controls. Ms. Kettler has supported clients with IPO/SOX readiness, audit or regulatory remediation efforts, accounting standard adoption, specialized internal audits, root cause analyses, accounting and reporting process enhancements, business requirements for large-scale transformational initiatives, due diligence financial statement analysis, and investigations related to financial regulatory compliance. Prior to joining Stout, Ms. Kettler was a Senior Manager at EY, where she provided financial accounting advisory services to financial services firms and led the coordination of a full-service suite of solutions for capital markets clients. Ms. Kettler also worked in EY’s Minneapolis and London audit practices, where she audited public and private companies under U.S. GAAP, IFRS, and U.K. GAAP.

Director, Accounting and Reporting Advisory - Stout Manish Garg

Manish Garg is a Director in Stout’s Accounting & Reporting Advisory practice. He has over 20 years of experience in a variety of accounting and financial leadership roles, including controllership, FP&A, project management, technical accounting, and transaction advisory. He brings a solid technical advisory background, including advising on new and complex transactions, implementing new accounting guidance, and assessing and analyzing accounting and reporting impacts of financial statements. Mr. Garg advises both publicly traded and privately owned companies on compliance with U.S. GAAP and IFRS. Mr. Garg’s extensive expertise lies in the financial services industry, specifically in the areas of business combinations, financial instruments, derivatives and hedging, variable interest entities, tax credits, credit losses, and more. Prior to joining Stout, Mr. Garg was a Vice President at Huntington Bank, where he provided financial accounting and reporting advisory to Huntington’s various businesses. He had also held senior positions in various departments of HSBC and led a global finance transformation project at American Express.


1.5 CPE Credits & 1.8 AAP Credits