Lisa joined KPMG Advisory in 2005 where she is currently working within the Risk Financial practice, focusing mainly on both Sustainability, Governance and Compliance projects. Some of her relevant experiences include (short list):

• Sustainability: Projects relating Sustainable Finance Regulations (e.g. SFDR, Green Taxonomy), assessment vs. international initiatives (e.g. PRI, PSI), Integrated reporting – NFRD/ CSRD, sustainability amendments to Insurance / Banking regulations (e.g. Solvency 2/ CRD, IDD/ Mifid, …), sustainability due diligence of third parties, sustainability strategic plans, transition plans, sustainability control framework (ICSR).
• Compliance and internal controls: impact analysis of new regulations & implementation of the requirements, specialistic compliance / audit reviews, coordination of a weekly regulatory newsletter (+ 60 resources) & a monthly ESG newsletter (+ 10 resources), assistance to the transposition of EU regulations into the Italian regulatory system. Specific focus on IDD / POG, Solvency 2 (Pillar 2), 262/05 Law control framework.
• Governance: Board assessments, design of new governance structures, drafting of policies and internal regulations, review of 3rd and 2nd level control functions’ activities.
• Organization: TOM design, analysis of the organizational structure within strategic projects, process design/ reengineering,
• Project Management for complex international projects
• Risk Management: function set up and development, drafting of internal policies, support to on-going activities (e.g. risk assessment and drafting of risk reports…), support in pillar 2 compliance projects, development of risk indicators, financial materiality under CSRD/ESRS rules.
• Supervisory bodies: Assistance to clients in the application process for authorization requests to Bank of Italy / IVASS (e.g. FOS/ FOE activities, creation of banking groups, portfolio transfer, acquisitions)
• Training: Training initiatives on regulatory compliance and sustainability for Boards of Directors and internal functions, directly or through: (i) sector associations (e.g. ANIA / ABI, Eurapco); (ii) training providers (e.g. Paradigma, Diritto Bancario, Digit’ed); (iii) University Masters (COFIN – Università Cattolica).
  
  

Education

• Degree in Economics at “Università di Bologna”
• Master in Banks, Finance & Markets