WEDNESDAY, 8 JULYRE-BUILDING TRUST IN THESE UNCERTAIN TIMES

SeminarOPENING REMARKS AND WELCOME

Seminar Chair, Dr Maria Balatbat, ARA DirectorSenior Lecturer, School of Accounting, UNSW Sydney, Business School

Session 1. STAYING STRONG TOGETHER – WESFARMERS’ RESPONSE TO THE COVID-19 CRISIS

Naomi Flutter, Executive General Manager, Corporate Affairs, Wesfarmers LimitedWesfarmers is one of Australia’s largest employers with a diverse range of businesses, including Bunnings, Officeworks, Kmart and Target, and interests in chemicals, energy and fertilisers, and industrial safety products. During the coronavirus lockdown, most of Wesfarmers operations in Australia stayed open. Naomi will discuss the strategies the Wesfarmers Group employed to respond to this unprecedented and rapidly evolving situation.

Naomi’s responsibilities include communications, sustainability, government relations, community partnerships and Indigenous affairs. Before Wesfarmers, she worked for Deutsche Bank for 20 years in various Australian and Asian roles. She holds honours degrees in Economics and Law from the Australian National University and a Masters of Public Policy from Harvard University’s John F Kennedy School of Government. Naomi currently serves as Pro Chancellor at the Australian National University.

Moderator: Maria Balatbat

Session 2. ‘HOW TO’ ACHIEVE EXCELLENCE IN REPORTING: PRACTICAL ADVICE FROM ARA ADJUDICATORS

Stephen Varady CSM, Chair of ARA Awards Committee & ARA Director Hendrik Lianto, ARA Coordinator, Health and MedicalJeffrey Davey, ARA Adjudicator, Best Design CoverModerator: Stephen Varady CSM

Your annual report may be used to clearly state your organisation’s overall vision, mission and goals; highlight key achievements; and discuss expectation for the coming year. An excellent report will help you to showcase your brand and build confidence and trust in the organisation. Tune in to this session to find out more on how to achieve excellence in reporting.

Stephen Varady is respected nationally as an authority on strategic planning, corporate performance management and annual reporting. He has had extensive experience in local government following a long career in the Australian Army. Stephen has a genuine passion for excellence in reporting and has been responsible for annual reports that have achieved over 70 awards at state, national and international levels. While his roots are in local government reporting, he now focuses much of this attention on public sector reporting at the Federal level. Stephen has been involved with the ARA for more than 15 years and has been an adjudicator, coordinator and is currently Chair of the Awards Committee and an ARA Director.

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2020 AUSTRALASIANREPORTING AWARDS

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Hendrik Lianto CPA has more than ten years’ experience in reviewing and preparing annual reports. He was an auditor with the Audit Office of NSW prior to enhancing his career with Corrective Services NSW and Transport for NSW in various roles including Risk & Compliance Manager and Finance Transformation Manager. He joined ARA in 2015. He will discuss the steps to preparing a stand-out annual report.

Jeffrey Davey, Managing Director of Design Davey, has an in-depth understanding of the annual report process from concept to delivery. He will discuss the importance of design in the strategy of preparing an annual report and provide tips. Reporting has changed significantly in recent years and it’s never been more important to standout and engage your audience. Designing a successful cover for an annual report can be tricky.

Session 3. BUILDING TRUST THROUGH EXCELLENT COMMUNICATIONWITH YOUR ANNUAL REPORT

Brian Mahoney LFPRIA, Coordinator, ARA Special Award for Communication; Director, Financial & Corporate Relations

Brian Mahoney’s presentation will cover:• Tips to take your annual report up a notch from good to excellent in the way it

communicates and builds trust.• How to make it talk effectively with each of your audiences.• What to think about when covering the organisation’s response to the impacts of COVID-19.

Moderator: Vivian Au, CLP Power Hong Kong Ltd (ARA Sponsor Partner)

Session 4. LESSONS FROM GOVERNANCE INSTITUTE’S RISK MANAGEMENT SURVEY 2020

Megan Motto, Chief Executive OfficerGovernance Institute of Australia As we navigate a year like no other, the issue of risk has been put under the spotlight as never before. There is plenty of corporate introspection underway about what could have been handled better in response to the series of crises this year.

Megan Motto, CEO of the Governance Institute of Australia, will discuss the latest issues in risk management in light of COVID-19, and key lessons from the Governance Institute’s latest Risk Management Survey.

Moderator: Michael Witt, Copyright Agency (ARA Sponsor Partner)

Session 5. THE MECHANICS OF REBUILDING TRUST IN UNCERTAIN TIMES

Andrew Inwood, Chief Executive Officer, CoreData Research

Andrew Inwood unpacks the mechanics of trust and looks at what the research is saying about how trust works. Andrew has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group. He returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 18 years, CoreData has expanded out of Sydney to offices in Perth, London, Boston and Manila and to focus on how customers act and behave including a focus on how trust works and how it is built and lost by companies. Andrew is the author of more than 100 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. Outside of work Andrew is a keen ocean swimmer and sailor. He has completed the 26-mile Lanai to Maui Swim in Hawaii, races regularly in Sydney harbour and has competed in every significant ocean race in Australia.

Moderator: Tang Lien, Nova Fusion, Kuala Lumpur (ARA Sponsor Partner)

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Session 6.IMPORTANT ASPECTS OF YOUR ANNUAL REPORT SUSTAINABILITY & WORK HEALTH AND SAFETY

Dr Robyn Leeson, Vice-Chair, Global Sustainability Standards Board, Global Reporting InitiativeSoraya Dean, Director Program Office, Corporate Affairs,Commercial Services, National Australia BankDr Sharron O’Neill, A/Professor of Accounting, UNSW School of Business (Canberra),Moderator: Maria Balatbat

Excellence in annual reporting is achieved by thoroughly addressing a variety of categories of information.This session will look at two specific categories: sustainability and performance in work health and safety

Robyn Leeson has more than 25 years experience in the sustainability field – in government agencies and as a consultant to businesses and industry bodies. Her focus is on the development and application of disclosure frameworks and standards, particularly in ESG. She has served on multiple governance bodies of the Global Reporting Initiative and is currently Vice-Chair of the GSSB.

Robyn will briefly explore a few common themes in reporting. What’s the relationship between disclosure and building trust? What constitutes good practice in reporting on sustainability? Are there practical tips to share? What’s next in reporting? Where are the various standards heading?

Soraya Dean is a stakeholder engagement and sustainability strategist. She is a Masters graduate with more than a decade’s experience in stakeholder engagement, non-profit management, policy development and lobbying and corporate sustainability consulting. In her current role, Soraya project manages NAB’s sustainability reporting, sustainability ratings and impact measurement.Soraya will provide an overview of NAB’s sustainability reporting approach. She will outline how the process enhances transparency, drives better business performance and helps earn stakeholder trust.

Sharron O’Neill has expertise in the design, measurement and reporting of performance measures for organisational governance and accountability with a particular focus on Work Health and Safety performance measurement and reporting. Sharron chaired the Global Reporting Initiative’s international GRI403 project working group to develop the current global OHS reporting standard and has written guidance for WHS measurement and reporting. She also advises government, investors, directors and industry executives on WHS performance measurement and reporting.

CLOSE OF SEMINAR Closing remarks by Seminar Chair, Dr Maria Balatbat

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