Agenda (Eastern Standard Time)
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Day 1 - Monday, November 15, 2021
A Deep Dive into Human Capital Metrics from A to Z: Your Step-by-Step Guide on How to Identify, Track, and Leverage the Right Metrics
Nov 15, 2021 10:00am – 1:00pm
Speakers
Jeff Higgins
Founder & CEO
Human Capital Management Institute
Amy Armitage
Founder & Co-Chair
Human Capital Investment & Reporting Council (HCIRC)
Day 2 - Tuesday, November 16, 2021
Day 1 - Monday, November 15, 2021
1:00 |
Co-Chairs’ Opening Remarks |
1:15 |
Special SEC Interview:Defining Human Capital and Standardizing ESG Reporting and Disclosure RequirementsVictoria Lipnic Join us in this opening session as we hear from the SEC about some of anticipated (and unanticipated) developments relating to the ever-evolving reporting and disclosure mandates laid out in Regulation S-K. In this informative session we will hear about some of the factors and definitions that need to be addressed for reporting and disclosure requirements. |
1:45 |
Audience PollingIdentifying the Right Human Capital Metrics to Report, and Developing a Measurement Approach that is Factual and VerifiableAli Saad Granville Martin Many organizations are evaluating which objectives and new measures to disclose in order to comply with the principles-based reporting requirements that meet investor and regulator expectations. Beyond general guidance on disclosing human capital measures or objectives that the company focuses on in managing the business, there is broad flexibility on what to report.
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2:45 |
1:1 NetworkingConnect and exchange contact details with attendees and speakers through a series of random 1:1 meet-ups! |
3:00 |
Break |
3:15 |
Audience PollingHuman Capital Reporting as a Competitive Differentiator: Leveraging Analytics and Reporting as a Demonstration of Corporate ValuesBrandon Yerre The workforce is now considered to be the lifeblood within many major corporations. The ability of management to effectively utilize the knowledge and skills of their workforce is essential in ensuring the success of their corporations and complying with disclosure requirements. It’s critical for organizations to utilize human capital reporting to showcase their meaningful programs and initiatives – as a demonstration of corporate values and as a competitive differentiator. We will review:
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4:00 |
Case StudyInside ESG Report Preparation: First-Hand Insights on How to Approach to Metrics, Analytics and ReportingJoin us in this session for a real-world example of how to approach the Social, Environment and Governance aspects of the ESG report, with a key focus on how human capital is core to the business. We will discuss some of the key metrics that must be utilized, and why these particular issues are important to include in the report. |
4:30 |
Break |
4:45 |
“Materiality” in Practice: Perspectives on What it is, and What is Required for Reporting and Investment Decision-Making PurposesA materiality assessment should be the foundation of the human capital strategy. Without a proper assessment, companies often have ad-hoc efforts or lack sustained focus on consensus priorities. The purpose is to hone in on the key human capital issues and opportunities that are most likely to affect your company’s business performance as well as your stakeholders.
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5:30 |
Closing Remarks | End of Day One |
Day 2 - Tuesday, November 16, 2021
1:00 |
Co-Chairs’ Opening Remarks |
1:05 |
View from the Investors: Updating Your Human Capital Reporting to Refine Investment Decision-MakingNow more than ever, investors are shining a bright light on companies’ human capital strategies, practices, and performance when deciding where and with whom to partner with or invest in. Join us in this session to hear about the human capital disclosures that investors are looking for, such as:
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1:45 |
Audience PollingBeyond Encouragement: Embracing Diversity and Inclusion Reporting to Highlight Transparency and a Commitment to Workforce EquityJohn Lomax Despite investors and other stakeholders looking for better information from public companies on workforce diversity, few included significant DEI data as part of their human capital disclosures on their latest Form 10-Ks. DEI should be more than just a strategy, it should become a mindset that is at the core of business functions and paramount to SEC reporting.
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2:30 |
Live Demo |
2:45 |
Break |
3:00 |
The Finer Points of Preparing the SEC Report: Striking a Balance Between Principles-Based and Line-Item DisclosuresJeff Higgins Frank Zarb For human capital reporting reporting to be successful and compliant, practitioners need to find organizational alignment, select realistic metrics and frameworks to measure against, and unify data acquisition and analysis to drive meaningful outcomes.
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3:45 |
Case StudyThe “How to” Aspect of Gathering, Analyzing and Interpreting DataKimberly Lanier It’s not just about having the analytical tools; the key component of human capital analysis is having the ability to effectively utilize the tools. Bad data and analytics yields bad decisions and significantly affect organizational reporting, so it’s critical to develop and implement the right tools and procedures. Join us for this instructive and hands-on session as we plug in random workforce data and review some analytical tools and dashboards that will:
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4:15 |
What’s Next?: The Future of Human Capital Reporting and DisclosuresAmy Armitage Howard Fischer Kristin Roby Dimlow Faced with a blank canvas when the human capital reporting rule was initially announced, many companies struggled to define what information to disclose, the length and detail of the disclosures, and how to include quantitative metrics. The vagueness of the rule and lack of definitions caused many companies to avoid disclosing too little, or too much.
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5:00 |
Co-Chair Closing Remarks / End of Summit |
A Deep Dive into Human Capital Metrics from A to Z: Your Step-by-Step Guide on How to Identify, Track, and Leverage the Right Metrics
Jeff Higgins
Founder & CEO
Human Capital Management Institute
Amy Armitage
Founder & Co-Chair
Human Capital Investment & Reporting Council (HCIRC)
What is it about?
With SEC reporting, board and investor expectations on the rise, don’t miss this critically important deep dive into what and how to accurately measure the impact of Human Capital on your business. Join us as subject-matter experts take you through the complete process from A to Z – from identifying the right metrics all the way to the “how to” aspects of leveraging them for reporting purposes.
In this hands-on workshop, you will benefit from real life examples, pitfalls to avoid and the latest best practices. Don’t miss this detailed, in-depth look into the metrics that are needed to clearly differentiate your organization from your competitors, drive accurate reporting, and foster board and investor confidence.
Topics will include:
- Assessing the current state of your human capital reporting and disclosure
- Evaluating your organizational data collection and reporting capabilities, in order to assess and deploy the changes that may be needed to access and interpret the required data
- Identifying the crucial metrics for reporting, such as: overall human capital performance; recruiting and retention initiatives; diversity, equity and inclusion; employee value and development; organizational safety, health and well-being; and other critical metrics that are key for your stakeholders
- Determining key performance indicators (KPIs) and quantifiable performance measurements based on internal and external benchmarks
- Analyzing the data to develop the narratives that link disclosures to business intent, strategy and results