ACC 696 Module Eight Email Activity Guidelines and Rubric
Overview
You are an accounting manager at a public accounting firm. Your investment-advisor colleague, Bernie, reaches out to you again to let you know that his client Sondra decided to invest in one of the companies you previously evaluated for them. Sondra is now interested in investing in other ethically behaving companies. Bernie isn’t familiar with ESG reporting and asks that you email Sondra directly with tips on finding information about companies’ ESG programs or on evaluating these companies on her own. He tells you that Sondra is particularly interested in understanding why ESG investments don’t perform consistently and how she can more easily find ethically behaving companies to invest in.
You think she would be interested in learning about B Lab certified corporations, and you make note to include that information in your message.
Directions
Write a concise email to Bernie’s client Sondra explaining the situation. Be sure to follow proper email etiquette.
Specifically, you must address the following rubric criteria:
1. Highlight how investor activism can influence responsible business practices.
2. Discuss the benefits and burdens an ESG program has on a company’s growth.
3. Provide information on common financial impacts of ESG programs.
4. Summarize ESG reporting standardization and reporting trends.
5. Explain what B Lab corporations are and the information they provide to stakeholders.
What to Submit
Submit your professional email as a 1-page Microsoft Word document with double spacing, 12-point Times New Roman font, and 1-inch margins. Sources should be cited according to APA style.