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Mainstream institutional investors, senior executives and boards struggle to discern whether a company's ESG (environmental, social and governance) strategy increases, decreases or has minimal impact on financial performance. 

To solve this problem we developed ESG Financial Value Creation Metrics. 

ESG Financial Value Creation Metrics measure the impact of a company's ESG strategy on drivers of the company's cash flow. 

The three-step methodology to produce them blends private equity investment decision-making practices with ESG and corporate sustainability expertise.  

See "The Missing Metrics that Matter Most to Investors -- How Companies Can Develop ESG Value Creation Metrics" by Diana Glassman, Matthew Potoski and Patrick Callery in The Journal of Environmental Investing (September 22, 2017), volume 8, no. 1.

Read the Full Journal Article

Read more on ESG Financial Value Creation metrics in "The Future of Investing is Responsible".


The Water-Energy Nexus

After diving deep into horizontal drilling and fracing economics for a private-equity owned energy technology client at the start of the shale revolution, we translated the jargon that we had to unpeel into a simpler lexicon to help business, finance and policy leaders frame emerging but poorly understood investment opportunities and risk.     

Author:  “The Water-Energy Nexus: Adding Water to the Energy Agenda”, published by The World Policy Institute. See full policy paper  |  See slides from launch event at Bloomberg Headquarters

“The Water Energy Nexus”, at New America. Watch video

Shell:  Long-term strategy scenario planning roundtable.

“Hydraulic Fracturing: Business and Finance Perspectives”, at Yale.  

Contributor:  “Guidelines for Integrating Alternative Jet Fuel into the Airport Setting”, published by the National Academy of Sciences (Transportation Research Board, Airport Cooperative Research Program).

Contributor:  “Assessing Opportunities for Alternative Fuel Distribution Programs”, published by the National Academy of Sciences (Transportation Research Board, Airport Cooperative Research Program).


millennial Employee and Customer Engagement

After an innovation award winning effort that engaged 26,000 mostly millennial employees by creating a profit-enhancing outlet that satisfied their higher social consciousness relative to other age cohorts (and changed company-wide culture), we wrote the guidebook showing others how to do the same:   

Author:  “Environmental Employee Engagement Roadmap:™  How to Build a Streamlined Program that Quickly Delivers Business and Environmental Results”.  See full Engagement Roadmap  |  See slides from pre-launch

Protagonist of Net Impact/GreenBiz environmental employee engagement case study, by Heather Clancy  See Press Release | Read full case study

Byline: “How to Launch A Successful Employee Engagement Program™”, HR.BLR.Com. See article

Byline:  “Engage Employees When Launching a Workplace Environmental Program”,  See article 

Webinar:  “Challenges and Opportunities:  Environmental Employee Engagement”, Boston College Center for Corporate Citizenship webinar.  See slides

Thought Sparker Presenter:  “How To Inspire Employees, Make Money and Help the World”, at the World Economic Forum Young Global Leaders NYC Future of Capitalism Summit.


financial Innovation

“Financial Innovation”, at Sommet Mondial des Régions pour le Climat (Paris).

“Innovating for Impact -- R&D and Sustainability Investment in Innovation: Wall Street Perspectives”, at The Conference Board.

Lecture:  “Introduction to Cash and P&L's for Sustainability Professionals”, at The Bren School of Environmental Science and Management. 

Lecture:  “Strategy Planning:  A Practitioner’s View on How to Pull It All Together”, Bard MBA in Sustainability interactive webinar. 


Sustainability Strategy

Pre-Launch Presentation:  “Chief Sustainability Officer 2.0™”, at The Conference Board. 

Launch Presentation:  “Chief Sustainability Officer 2.0™”, at The Environmental, Health, Safety and Sustainability Roundtable. 

Lecture:  “Chief Sustainability Officer 2.0™”, at the University of California at Santa Barbara Bren School of Environmental Science and Management. See slides

Panel Discussion:  To Partner or Not to Partner?  Weighing the Risks and Opportunities of Collaboration.  See video



4th Street Forum @Turner Hall, PBS.  Watch video

“The Energy Water Nexus”.  Watch video

“From Zero to Impact: Behind the Scenes of an Innovative Employee Engagement Program”. Listen to interview

“How TD Bank Measures Employee Engagement on Sustainability”. Read interview

“Banking on the Environment”.  Read interview


Guest Lectures

Guest lectures include Yale, Columbia, NYU, UCSB Bren School and Bard.  

Chief Sustainability Officer 2.0™   See lecture

Introduction to Cash and P&L’s for Sustainability Professionals See lecture

Strategy Planning: A Practitioners Perspective See lecture


Awards and Recognition

Innovation of the Year Award, for Environmental Employee Engagement, presented by Charities at Work.

Green Leaf Award, for bank with assets >$10 billion, presented by BankNews.

Protagonist of Net Impact/GreenBiz environmental employee engagement case study, written by Heather Clancy.  See press release  |  Read full case study

New York Stock Exchange Closing Bell Ceremony honoring Corporate Responsibility Magazine’s CEO of the Year.  Watch video


Boards and Advisory Boards  

World Policy Institute Board and Advisory Board

Yale Climate & Energy Institute Advisory Board

Canada Shale Gas Thought Leader Forum Advisory Board



The Economist, Forbes, The Guardian, The Washington Post, Daily Deal, Sustainable Brands, GreenBiz, multiple local journals, trade journals, etc.