Key takeaways
Host: Beth Kaplan, managing director, Deloitte Risk & Financial Advisory
Presenters: Abby Levine, principal, Deloitte Consulting LLP
Jonathan Schuldenfrei, managing director, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
In many organizations today, finance teams still regard decarbonization as a place to spend money—not to make it. But does it have to be that way? As the global markets for carbon credits and monetization expand and standardize, new methodologies can create avenues to turn carbon commitments into sources of value. We’ll discuss:
- How finance can lead the organization’s carbon monetization
- The tangible benefits of sustainability through an effective carbon strategy
- How to turn theory into practice with early decarbonization moves that set the stage for progress
Meet the speakers
Beth F. Kaplan
Beth is the founder and chief adviser for the Center for ControllershipTM and managing director for Finance Transformation and Controllership Services at Deloitte & Touche LLP. She has more than 35 years of experience in roles as an auditor, CFO/controller, and financial operations consultant, and specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery, and reduce risk. She has served some of the largest global and national organizations as they transform their controllership function driven by mergers, accounting changes, and system transformations. Beth has been published several times with insights into financial close and reporting process improvements, effective control design, the role of the controller, and technology transformation for the future of controllership.
Jonathan Schuldenfrei
Jonathan is a managing director in Deloitte's Risk and Financial Advisory Practice, and has a focus in ESG, decarbonization, sustainability, path to net zero initiatives, physical and transition risk. He advises clients in a broad range of industries on capital efficiency, finance transformation, investor relations, organic and inorganic growth strategies, and corporate governance. With nearly 15 years of experience, he is a specialist in the areas of operating models, finance strategy, linking value drivers to strategy, and quantifying impacts of risk factors. In addition, Jonathan is a trilingual professional speaking English, Spanish, and Portuguese.
Abby Levine
Abby is a principal with Deloitte Consulting LLP’s Real Estate and Location Strategy practice, with twenty years of experience helping clients create real estate portfolios and functions that support broader business strategy and unlock significant enterprise value. Her experience spans the real estate life cycle from strategy to operating model and organization design to technology enablement. Abby’s strengths include leading large, complex engagements, building consensus in complex multi-stakeholder environments, and helping clients rethink the composition of their real estate portfolio and how they use, service, finance, and manage the associated facilities. Abby dedicates the majority of her time to the selection, design, and implementation of real estate technology solutions and leads Deloitte’s real estate technology offering. She also leads Deloitte’s alliance with Nuvolo, an enterprise asset management company.
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