Professor Carol Adams is an internationally renowned author in integrated reporting, social and environmental accounting and sustainability reporting. A number of her articles in academic accounting journals of international standing are ranked in the top 20 most cited articles in the journal in which they are published. She is the founding editor of Sustainability Accounting, Management and Policy Journal.
Professor Carol Adams has been involved in various global corporate reporting initiatives and is currently a member of the Association of Chartered Certified Accountants (ACCA)’s Global Forum on Sustainability, the Institute of Chartered Accountants of Scotland (ICAS) Sustainability Committee, the Climate Disclosure Standards Board’s Technical Working Group and the Stakeholder Council of the Global Reporting Initiative. She was a member of the Capitals Technical Collaboration Group for the International Integrated Reporting Council. She has also served as a Director and Council Member of Accountability and was involved in the development of the first AA1000 Framework.
She is an experienced non-executive director and consults to multinational corporations and other organisations on corporate reporting and integrating sustainability into business practices. She has led the development of internationally award-winning management and governance processes and sustainability reports.
Charles Cho is Professor of Accounting and Erivan K. Haub Chair in Business & Sustainability at the Schulich School of Business, York University. He holds a Bachelor of Science in Accounting, a Master of Science in Accounting, and a PhD in Business Administration (Accounting Track) from the University of Central Florida. He is a Certified Public Accountant (CPA) and a Certified General Accountant (CGA), and worked for KPMG LLP and other public accounting firms for several years in auditing and taxation. His research interests include: Social and Environmental Accounting; Corporate Social Responsibility (CSR); and Accounting and the Public Interest. Professor Cho has published papers in prestigious academic journals such as Accounting, Auditing and Accountability Journal, Accounting, Organizations and Society, Critical Perspectives on Accounting, the European Accounting Review, and the Journal of Business Ethics, and was an invited author of chapters in several books. His work has been presented at various national and international conferences such as the American Accounting Association (AAA) Annual Meeting, the Canadian Academic Accounting Association (CAAA), the European Accounting Association (EAA) Annual Congress and the International Congresses on Social and Environmental Accounting Research.
He currently serves as the Accounting Section Co-Editor of the Journal of Business Ethics as well as Associate Editor for Accounting and the Public Interest and Sustainability Accounting, Management and Policy Journal. In addition he is an Editorial Board member of 14 other academic journals. He is regularly invited as plenary keynote speaker at international conferences and is actively involved in the academic community as a Council member of the Centre for Social and Environmental Accounting Research and Chair of the International Associates Committee. Finally, he has taught financial and managerial accounting courses and designed some CSR/sustainability and business ethics courses at the undergraduate, graduate (MBA, MSc), PhD levels as well as in executive programs for corporate managers.
James Gifford is the senior impact investing strategist for UBS Global Wealth Management, working with the bank’s clients, advisers and product specialists to develop fund strategies and mobilise capital into impact investing. He is also a Fellow at the Centre for Sustainable Finance and Private Wealth at the University of Zurich and teaches a programme at the Harvard Kennedy School on impact investing for the next generation of ultra-high-net-worth family members. He was the founding executive director of the UN Principles for Responsible Investment and led the organisation from inception in 2003 until 2013. Dr Gifford has published numerous articles and book chapters on responsible investment. He has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate behaviour, degrees in commerce and law, and a master’s degree in environment management.
Dr Andreas G. F. Hoepner is a Full Professor of Operational Risk, Banking & Finance at Michael Smurfit Graduate Business School and the Lochlann Quinn School of Business, University College Dublin. He is currently also heading the ‘Practical Tools’ research group of the Mistra Financial Systems (MFS) research consortium (5 groups, total funding: SEK 58 million ~ about US$ 7 million), which aims to support Scandinavian and global asset owners with evidence-based tools for investment decision making. Dr Hoepner served as the inaugural chair of the Financial Data Science Association (2015/16) and remains an active board member. He is also serving on independent assessment committees for the Investment & Pensions Europe (IPE) Awards (Categories: Climate Change Risk, ESG, Smart Beta), the Investment Innovation Benchmark (IIB), and the RI Awards. He sits on advisory boards for Bank J. Safra Sarasin, the Carbon Disclosure Project (CDP) and the French Social Investment Forum (FIR). Dr Hoepner received his PhD from St. Andrews in June 2010, where he was on faculty from February 2009 to September 2013 and built up the Centre for Responsible Banking and Finance as its Deputy Director since November 2011. He is founding co-director of a social enterprise (Sociovestix Labs, a spin-off from the German Research Centre for Artificial Intelligence [DFKI]) and founding president of a charitable organisation (ReFine Research) that gives social reporting awards to pension funds. Prior to taking up his MISTRA role in March 2016, Dr Hoepner served over six years as lead academic advisor to the United Nations supported Principles for Responsible Investment and also consulted for organisations including the European Commission, the International Finance Corporation (IFC), and the University of Cambridge’s Institute for Sustainability Leadership (CISL).
Dr Hoepner’s financial data science research has made him sole inventor of the US patent investment performance measurement (No. US8751357 B1). He also won several awards including a 2015 PRI/ Sycomore Best Quantitative Paper, a 2012 Academy of Management Best Paper Proceeding, a 2010 PRI Academic Research Award, and 2011 and 2012 PRI/FIR Research Grant Awards. He publishes interdisciplinary in journals such as Accounting, Auditing & Accountability, British Accounting Review, Ecological Economics, European Journal of Finance, Journal of Business Ethics and Journal of Business Finance & Accounting. He is co-editor of the Routledge Handbook of Responsible Investment and the Cambridge Handbook of Institutional Investment and Fiduciary Duty (foreword from former US. Vice President Al Gore). More generally, Dr Hoepner’s research earned him, aged 33, an invitation to serve as a Fellow of the Royal Society of Arts in 2015 for “exceptional contributions to the study of finance, particularly ... responsible investment”.
Alan Lok is responsible for engaging the growing CFA Institute member societies in Asia Pacific in advocacy work. In his role, Mr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Alan also managed thought leadership research projects carried out by societies leaders as well as facilitating their advocacy activities on the Asia-Pacific Research Exchange (ARX) post publication.
Prior to this role with the Institute, Alan has served three years as the director of Capital Markets Policy within the Standards and Advocacy division of CFA Institute in the Asia-Pacific region. He was responsible for conducting research projects in market instruments and market structures. In addition, he was also given the duty to develop ARX till full completion until its official launch. Mr. Lok works with regulators, institutional investors, academics, and various other stake holders within the financial industry to uphold investor protection and market integrity.
Prior to joining CFA Institute, he was a senior investment manager in a renewable-energy multinational corporation in Singapore. His portfolio revolved around carrying out intensive due diligence exercises in North America, Europe, and Asia Pacific. Mr. Lok has extensive teaching experience in the areas of asset valuation and corporate finance. Concurrently, he serves as an adjunct lecturer at the Nanyang Technological University of Singapore. He received his MBA from the University of Manchester. He was also awarded the FRM (Financial Risk Manager) certification by the Global Association of Risk Professionals.
Hongtao Shen is Professor in Accounting and the Deputy Director of the Research Centre for Low-Carbon Economy at Jinan University. Professor Shen is a committee member of Environmental Accounting in Accounting Society of China, and serves on the editorial boards of Accounting Research (in Chinese) and China Journal of Accounting Studies.
Professor Shen received her B.A. in International Economics from Fudan University (China), M.A. in Accounting and Finance from Lancaster University (U.K.) and Ph.D. in Management from Xiamen University (China). Professor Shen has published numerous articles at leading academic journals including Journal of Financial Research, Accounting Research, Nankai Business Review, etc.
Ian Thomson is a Professor of Accounting and Sustainability at Birmingham Business School and his research is concerned with how accounting and other forms of evidence impacts in organisational decision making and operations which have a social and/or environmental impact. This research has included interdisciplinary studies on implementation of cleaner technology, establishing industrial ecologies, effective stakeholder engagement, risk governance in water and salmon farming, sustainable development indicators, government policy making and external accounting.
He has been called as an expert witness to the Scottish Parliament’s Finance and Infrastructure & Capital Investment Committees, Special Policy Advisor to the Scottish Parliament’s Transport, Infrastructure and Climate Change Committee, Budget Advisor to the Scottish Parliaments’ Cities and Infrastructure Committee, Expert Advisor to United Nations World Food Programme Purchasing from Africans for Africa programme, and was a member of the expert stakeholder panel for the Sustainable Development Commission (Scotland).
His research into Accounting for sustainability has two main themes. The first is concerned with problematising existing accounting practices in terms of their effectiveness in promoting sustainable transformation or in perpetuating organisational decision making with unsustainable practices. The second theme is the design of new sustainability-accounting hybrid practices that are aligned with sustainable development concepts.
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In 2012 he was elected as convener of the Centre for Social and Environmental Accounting Research (CSEAR). Until recently Ian Thomson was Professor of Accountancy at Heriot-Watt University and prior to this position was Professor of Accounting at Strathclyde Business School. He is a Chartered Management Accountant and before becoming an academic held senior accounting positions in NHS Scotland and BBC Scotland.
Dr Helen Tregidga is a Reader in CSR/Sustainability at Royal Holloway, University of London. Before joining Royal Holloway’s School of Management in June 2016 she was an Associate Professor of Accounting at Auckland University of Technology, New Zealand.
Her research focus can be defined by an interest in issues related to the interface of business, society and the natural environment. Underlying all her research is an interest in social and environmental issues and critical aspects of organisations and work. Her primary research has focused on the constructions of sustainable development/sustainability within the corporate context, its consequences, and more recently, the role of academics and others in countering or resisting this discourse.
Her research has received external funding and earned recognition through several awards. Her work has appeared in international journals including Accounting, Organizations & Society, Accounting, Auditing & Accountability Journal, Business & Society, International Journal of Human Resource Management, and Organization & Environment. She currently serves on six editorial boards and is a member of the Centre for Social and Environmental Accounting Research (CSEAR).
Professor Liyan Wang studied at three universities in central, southwestern and northern China respectively, and received his Ph.D. from Peking University in Accounting. His prior academic experience abroad includes: Senior Visiting Researcher at The World Resources Institute, Visiting Professor at Menlo College, California, Visiting Scholar at Hong Kong University of Science and Technology, as well as Visiting Scholar at University of Hertfordshire, England, and University of Dundee, Scotland. Before attending college, Dr Wang was once a foundry worker at Datong / Taiyuan Rolling Stock Plants 1975-1978, and a farm worker in Qingxu County, Shanxi Province from 1974-1975.
His research areas include Accounting Professional Ethics, Financial Effectiveness and Value Relevance for ISO 14000 Registration, Internal Control System: Empirical Study on Chinese Enterprises, Corporate Governance System, and Performance Evaluation for Managers in Chinese Enterprises.