Add value with a sustainable ESG strategy
ESG (environmental, social and governance) is an intrinsic part of growing your value, increasing your competitive edge and serving stakeholders.
Tackling ESG risks and opportunities is no longer a nice-to-have PR strategy. It drives value in your organization through:
- Fueling growth: Attract new customers and deepen penetration in communities by demonstrating your social value.
- Saving money: Reduce costs and waste by analyzing and implementing resource efficiencies.
- Reducing risk: Achieve greater strategic freedom and minimize the impact of regulations by demonstrating ethical practices to officials and governing bodies.
- Increasing productivity: Increase employee morale, motivation and retention, plus gain access to a wider talent pool.
- Optimizing operations: Improve ROI on capital and technology investments to ensure sustainability and efficiency.
While the financial benefits might be clear, the how-to can be daunting. The first step into turning ESG concepts into action is by developing a practical strategy that leads to tangible — and reportable — results.
Wipfli is here to help. Our deep regulatory and risk advisory experience — plus our ability to turn strategy into action by aligning people, process and technology — can turn ESG confusion into clarity and results.
Our ESG advisory services include:
Develop an ESG strategy
We can help you determine which ESG regulation and reporting standards are relevant for your organization. We then work with your team to build a framework that’s aligned with compliance and public reporting needs.
ESG awareness, training and education
To help your management team and board members fully understand ESG concepts, we provide custom-crafted training workshops, covering topics such as relevance, value, reporting and risk tolerance. We can also assist your risk officer by providing deeper ESG education, talking through ESG concepts and reviewing the work they’ve done.
ESG program design and implementation
If you’ve already developed your strategy, we can build a framework and roadmap to help implement a sustainable and scalable ESG program.
ESG reporting
A strong ESG program starts with a quality foundation for reporting. We can help you determine how to compile and report the information to stakeholders. We can also help ease the reporting process by helping you find the right digital reporting solution for you.
ESG attestation
Strong ESG starts with a foundation of quality reporting. Our team can work with you to ensure your ESG reporting meets regulations following guidelines established by the American Institute of CPAs and the Center for Audit Quality.
Start today to get the metrics you need to show transparency and secure stakeholder trust.
Featured Thought Leader
Robert D. Cedergren, CPA, CGMA, CITP, CISM, CISA, CGEIT
Bob is the leader of Wipfli’s risk advisory services practice. Leveraging his 20+ years of experience, Bob provides consulting services to clients in the areas of risk management and is a frequent speaker and author on risk management-related topics including risk assessments, business continuity planning, and management of internal controls.
Sarah K. Williams, CPA
With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. She helps provide clients with fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity.
Karen A. Mitchell
As senior manager, Karen Mitchell brings more than 25 years of experience in the financial services and nonprofit industries and brings both an industry and regulatory perspective to her work. Karen currently provides consulting services in the areas of risk management, particularly enterprise risk. She enjoys collaborating with clients and coworkers to develop strong working relationships and solve areas of potential concern.
