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Looking both ways – upstream and downstream ESG considerations

Even though a new year is upon us, environmental, social and corporate governance (ESG) will continue to be one of the most talked about topics in the banking and capital markets industries. ESG is evolving into an opportunity for organizations to build programs that will have a valuable impact on their business both internally and externally. To understand the evolution of ESG in the banking and capital markets industries, we will look at the industry chain both upstream and downstream.

Preparing for your future upstream trek we will:
  • Review supply chain evaluations
  • Address common ESG information requirements for vendors and banks
  • Understand requirements third parties need when engaging with your institution
Looking downstream we will:
  • Review the changing lending criteria, bank’s perceived social responsibility and how participation in ESG efforts can positively impact banks
  • Learn more about the latest ESG legislation (such as the Low-Income Housing Tax Credits (LIHTC)) and understand the tax implications of ESG and the potential tax preferences and credits available
  • Review recent ESG-related regulatory updates on the SEC proposed rules and how they will impact the financial services industry
  • Address what companies should be doing now regarding their ESG policies and the necessary next steps they should be taking

Our specialists are committed to keeping ahead of ESG trends and will communicate why it is so important for businesses to stay ahead of the game when new regulations come along. After this hour-long webinar, you will walk away with a better understanding of the necessary steps you should be taking for your organization.

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email [email protected]

National Registry of CPE Sponsors

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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