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Integrating ESGs to create long-term value: Guideline and case study

CPAs are well positioned to lead ESG initiatives. Learn how to apply a five-step process to help organizations incorporate the most material ESG factors into existing strategy, risk management, financial planning, governance and more.
Integrating ESG to Create Long-Term Value: Five Steps to Developing an ESG Strategy - GuidelineDownload
Integrating ESG to Create Long-Term Value: Five Steps to Developing an ESG Strategy - Case Study Download

ESG strategies are an important tool for an organization to begin to address the shift toward multi-stakeholder capitalism. Organizations that can harness ESG opportunities and mitigate ESG risks will be equipped to gain competitive advantage in an ever-interconnected world.

The role for CPAs

CPAs have the skills and competencies to help their organizations move toward a multi-stakeholder business model and integrate ESG factors into strategy, risk and performance measurement and management, and reporting.

Get useful guidance to lead ESG initiatives

This guideline provides practical industry guidance for CPAs to develop, implement, monitor, and evaluate the performance of ESG systems, processes, and tools within their organization.

Created for:

  • CPAs working in industry (i.e., operational, management accounting and reporting roles), at not-for-profits, and in the public sector
  • CPAs in leadership roles

Key objectives:

Develop your competencies as a CPA so that you can:

  • act as the hub within your organization to bring together cross-functional teams in developing organization-wide ESG strategies that:
    • support existing business strategy
    • link with key financial and operational performance objectives
  • integrate ESG factors into:
    • existing business strategies
    • risk management decision-making
    • financial and operating reporting systems
    • asset management
    • supply chain management
    • procurement policies
    • and more
  • provide subject matter strategic, risk, financial, and performance-related expertise to support the development of organization-wide ESG strategies that will ensure long-term performance and sustainability