ESG Strategy
Speakers who help organisations turn environmental, social and governance commitments into credible, measurable strategy
Boards now treat climate and nature risk as material, but most still cannot link soil, food and land use to portfolio decisions in any concrete way. Sustainability strategy stops at carbon accounting and supplier audits, while the underlying assets, farmland, water, biodiversity, continue to degrade. The leaders who get this right turn regeneration into long-term yield. The ones who do not are quietly underwriting losses they have not yet booked.
Boards are being asked to make capital, supply chain and operating decisions against a backdrop where the rules-based order is no longer holding the shape it did a decade ago. The questions arriving in the boardroom are no longer about exposure to a single market or single conflict. They are about how to operate when allies disagree, when sanctions logic shifts mid-cycle, and when a posture on Ukraine, Israel or China can move a regulator, a customer or an employee base.
Boards are operating inside a security and trade order that no longer behaves as it did. Sanctions regimes, supply exposure, and great-power friction now sit on the executive agenda, yet most leadership teams have no first-hand reference for how governments actually decide under that pressure. The gap between corporate scenario decks and the rooms where these decisions get made has rarely been wider.
Senior leaders increasingly say they want purpose-led organisations. Few will accept the trade-offs that purpose actually demands: capped pay, distributed ownership, slower partner returns, public disagreement with peers. The gap between stated values and operating decisions is where credibility is lost.
The international rules that underwrote three decades of cross-border strategy are no longer holding. Boards have to make capital, supply, and personnel decisions while sanctions regimes shift, member-state behaviour fractures the EU from within, and multilateral institutions weaken. Most external advisors describe the new map; very few have negotiated inside it.
Boards have approved AI pilots, signed responsible-AI principles, and named ethics committees, and still cannot answer whether their deployed systems would survive a regulator’s audit or a serious public failure. The gap is not awareness. It is the operating distance between governance language and the decisions engineers, product leads and procurement teams actually make every week.
Boards now operate inside a thicker regulatory perimeter than at any point in the post-2008 cycle, with competition, digital and capital markets rules tightening at EU and national level at once. Most leadership teams read these moves as compliance cost, not as a market signal. The blind spot is structural. Pricing, M&A, data strategy and capital allocation are all being repriced by regulators while executives still treat regulation as a downstream constraint.
Brand sits on the balance sheet as an intangible asset, yet most boards still treat it as a marketing line item. CFOs ask what brand is worth and get qualitative answers. Sustainability programmes consume capital with no clear link to brand value, and the gap between marketing narrative and financial reality keeps widening.
Most organisations have committed to an AI strategy. Very few have built the governance architecture to make that strategy accountable at scale. The gap between an approved AI roadmap and actual enterprise-wide adoption is where initiatives stall, risk accumulates, and boards are left approving decisions they cannot yet evaluate. Closing that gap requires a different kind of expertise – one built inside organisations, not just around them.
Energy transition strategies designed in mature markets break the moment they meet a weak grid, a thin balance sheet, or a population already paying for diesel. Boards investing in climate, infrastructure or emerging markets need someone who has built clean energy hardware and software where the grid is unreliable and capital is scarce, not someone who has only modelled it. The gap between net zero ambition and operational reality is widest exactly where the next billion energy customers are coming online.
Most diversity programmes have stopped producing measurable change. Budgets stay flat or fall, while the political cost of running them rises. Leaders need someone who can rebuild equity as an operating practice inside talent processes, products, and AI tooling, not as a campaign that lives on the side.
Jeff Speck is an American city planner and urban designer who advises cities and organisations on walkability, street design, and downtown revitalisation.