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Make Environmental, Social, and Governance Work for You

July 13, 2021 @ 1:00 pm - 2:00 pm EDT

MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Should your organization focus on environmental, social, and governance (ESG) criteria? In most cases, yes—ESG can help your company access new financial opportunities, especially if potential investors want more insight into your company’s corporate performance.

Join us to explore what ESG encompasses, why you should be engaged in ESG best practices, and steps to move your organization forward. Our industry leaders will provide perspectives on these topics and give insight into key ESG developments in the financial services sector.

Topics we’ll address include:

  • The definition of ESG and who’s responsible for oversight and implementation
  • The impact of ESG on corporate performance
  • ESG measurement platforms and best practices for reporting ESG criteria
  • Steps to start your ESG programs



Gayle Appelbaum, Partner, Regional and Community Banking, McLagan

Gayle Appelbaum is a partner in McLagan’s regional and community banking consulting practice. She specializes in developing compensation plans that balance short- and long-term risk while building shareholder value. Gayle focuses on the full spectrum of compensation and benefits issues, including corporate governance, pay-for-performance, risk assessment, taxation, regulatory compliance, M&A, and compensation agreement provisions.

Rhotunda Conda, SPHR, Vice President Human Resources, Golden 1 Credit Union

Rhotunda Conda brings more than 20 years of HR experience and held several corporate HR leadership roles, including chief people officer at Xsolla and HR director, and head of diversity and inclusion at Experian. At Golden 1, she leads the HR team, which includes recruitment, compensation, benefits, payroll, employee relations, and engagement. Rhotunda also leads the diversity, equity, and inclusion practice for Golden 1.

Greg Gehlmann, Senior Vice President, General Counsel, Tri Counties Bank

Greg Gehlmann has been senior vice president and general counsel of TriCo Bancshares and Tri Counties Bank since May 2017. From 2014 to 2017, he served as senior vice president, chief bank counsel, and corporate secretary of Heritage Oaks Bancorp and Heritage Oaks Bank. Prior, he was a consultant and an expert witness regarding fiduciary duties of corporate directors and the responsibilities of law firms in advising troubled companies.

Terry Pierce, Regional Recruiting Senior Manager, Central Region, Moss Adams

Terry has over 25 years of talent acquisition, human resources, training and development, and public accounting experience. He has served as a local, regional, and national recruiter for various public accounting firms and national companies. In his current role, Terry leads the talent acquisition process for the firm’s locations in Dallas, Denver, Albuquerque, Houston, and Kansas City.

CPE Information

Specialized Knowledge and Application: 1

After completing this training, participants will be able to identify ESG and who’s responsible for oversight and implementation; identify the impact of ESG on corporate performance; define best practices for reporting and measurement platforms; and illustrate a plan for how to get started.


For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at 206-302-6406 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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