Of course I do not mean that you should forget ESG – if ESG is legally required for what you are involved in or are dealing with, of course you need to be in legal compliance, and seek legal counsel as you need help. And, if you or your organization decides voluntarily (i.e., without legal mandate) to implement ESG, in that case you also need to be in legal compliance requirements that are triggered or brought about by your implementation and communications about your ESG.
However, as “E” is environment, “S” is social, whatever “S” is legally determined to be, and “G” is governance, ESG falls within the four areas that I have listed above. But the four areas that I have listed are both more broad and more specific than ESG, and are in direct line with addressing, dealing with and resolving difficulties and needs that we face daily and that are causing disruptions, delays, unhappiness, turmoil and worse. You can also find various prior posts about these topics on this blog (and on my other blog http://californiaestatetrust.com) – going forward, risk management processes; legal compliance; governance; and mediation, discourse, debate, dispute processes, and mental health will be topics and themes in later posts, in addition to other topics. For example, in a post that discusses a current audit committee or governance committee issue or task, one or more the four above areas will also apply – and that also similarly applies for issues and tasks that are addressed by CEOs, CFOs, Directors, Chief Legal Officers, Chief Audit Executives (internal audit and outside audit), Chief Compliance and Ethics Officers, Chief Risk Officers, and other executives and professionals.
I have also pasted below my risk management processes slide and my definition of governance slide.
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Thank you for viewing this discussion. Please do pass this blog and blog post and information to other people who would be interested as it is only through collaboration and sharing that great things and success are more quickly achieved. If you are interested in discussing anything that I have said in the discussion above or in either of my two blogs (see blog addresses below), or if you simply want to reach out or are seeking assistance, it is best to reach me by email at dave@tateattorney.com.
David Tate, Esq. (and inactive CPA)
- Business litigation and disputes – business, breach of contract/commercial, co-owners, shareholders, investors, founders, workplace and employment, environmental, D&O, governance, boards and committees.
- Trust, estate and probate court litigation and disputes – trust, estate, probate, elder and dependent abuse, conservatorship, POA, real property, mental health and care, mental capacity, undue influence, conflicts of interest, and contentious administrations.
- Governance, boards, audit and governance committees, investigations, auditing, ESG, etc.
- Mediator and facilitating dispute resolution (evaluative and facilitative):
- Trust, estate, probate, conservatorship, elder and dependent abuse, etc.
- Business, breach of contract/commercial, owner, shareholder, investor, etc.
- D&O, board, audit and governance committee, accountant and CPA related.
- Other: workplace and employment, environmental, trade secret.
Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation, or as or for my opinions and views on the subject matter.
Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that does not mean that I do not or that I might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.
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My two blogs are:
http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com
Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com
David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.
David Tate, Esq. California (and inactive CPA) – Trust, estate, probate and elder abuse disputes, litigation and contentious administrations and special assets; business litigation and internal and co-owner business disputes, litigation, governance, boards, investigations and audit; real property and co-owner disputes and litigation; mediator and dispute resolution services; and social and digital media for law, people, businesses and legal risk management. 