Regional Events
  •  888.774.2663

Main Conference: November 1-3 | Advisor Summit Workshop: November 3-4
The Broadmoor | Colorado Springs, CO


▸ Agenda
What's on the agenda this year? Who will be speaking?

View the 2017 SRI Conference agenda

The breakout agenda includes the following tracks: ESG Integration, Governance, Shareowner Advocacy, Community Impact Investing, and Professional Education.

We expect to provide 9 - 12 hours of Continuing Education credit to Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Certified Investment Management Analysts (CIMA).

▸ Attendance
Who attends The SRI Conference on Sustainable, Responsible, Impact Investing? How many conference attendees do you expect this year? Do I need to be a licensed investment professional to participate?

The SRI Conference is designed to stimulate, inspire and serve the needs of people who are actively involved in the sustainable and responsible investment industry (SRI). About one-third of the expected 800+ participants will be licensed investment professionals serving investor clients; about one-third will be representatives of SRI mutual fund companies, asset managers, social research organizations and other product/service providers to the industry; and about one-third will represent non-profit organizations, community development financial institutions, religious organizations, and other groups that work with the SRI community on various social change initiatives.

It is not necessary to be a licensed investment professional to participate. Some sessions will require a technical knowledge of the industry and topic, and some will not.

This will be my first conference experience. Is there anything special that I should know?

The SRI Conference feels a lot like a community gathering of the SRI industry. Many participants know each other, work closely together in a variety of ways, and have been attending the conference for many years.

We also seek to make it easy for first-time participants to feel that they are part of the community. As such, you will want to attend our New Participant Orientation. This session will assist you in understanding the size, scope and dynamic nature of the group that gathers at The SRI Conference; give you a feel for the flow of the agenda; and introduce you to some of the leaders in the industry. In addition, there will be several other events and sessions designed to help you meet as many new friends and colleagues as possible so that you may quickly become an integral part of the SRI community.

▸ Award Presentations
What is the Moskowitz Prize?

The Moskowitz Prize is awarded annually at The SRI Conference for excellent academic research on a topic germane to the sustainable and responsible investment industry by the Center for Responsible Business at the Haas School of Business, University of California at Berkeley.

The Prize is named after research pioneer Milt Moskowitz, one of the first to look for the connection between good corporate citizenship and profitability. Summaries of the winning studies are available through the Center's website.

What is the SRI Service Award?

The annual SRI Service Award recognizes outstanding contributions to the socially responsible investment industry. Conference participants cast ballots at the conference for nominees who have demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other industry leaders.

You may access a list of past winners here.

What are the EthicMark® Awards?

The 2017 EthicMark® Awards will be presented at the 2017 SRI Conference November 2nd at the Hotel del Coronado, San Diego, CA.

The annual EthicMark® Awards are co-sponsored by Ethical Markets Media, LLC, and the World Business Academy, in partnership with The SRI Conference and ESPM, one of Brazil’s premier institutions of higher education in communication, marketing, and business management over the last 60 years.

To access past winners.

▸ Handicap Access
I am physically challenged and cannot walk very far. Should I attend? I am in a wheelchair. Will I be able to get to all of the sessions?

The Hotel del Coronado is well-equipped for your needs.  ADA rooms are available. 

Wheelchairs and motorized scooters may be rented through the Concierge.  A map of ADA access is here:   Hotel Del ADA access map.

I am hearing/sight impaired. Is it possible I could have an assigned seat in the front row of the sessions I attend?

Yes. Just let Krystala (888.774.2663; know which sessions you want to attend and we will be happy to reserve a front-row seat for you.

▸ Internet Access
Will there be internet workstations available for participant use?

Yes. There will be CyberStations in the exhibit area with high-speed internet access available free of charge for participant use.

Wireless internet will be available for all conference attendees and exhibitors in all meeting space, exhibit space and pre-function areas.

Wireless internet is complimentary to all meeting and hotel guests in lobby areas.  Wireless internet is complimentary to all hotel guests in guest rooms.

▸ Location
What and where is the Hotel del Coronado?

The Hotel del Coronado is located just minutes from downtown San Diego. 

Considered by many as one of the most beautiful resort destinations in the world, the Hotel del Coronado is the quintessential Coronado, CA hotel resort destination on the beach. Nestled on 28 stunning oceanfront acres, The Del is conveniently located just across the bay from downtown San Diego and its many attractions, and only a 15-minute drive from the San Diego International Airport.

The Del is an iconic destination on every savvy traveler’s must-see list.  With a charmed location, a blissful setting and historic architecture paired with modern touches, The Del creates memorable traditions for every generation.  To view recent rewards received by the Hotel del Coronado:

For information on how to get to the Hotel del Coronado, please review the information in the "Transportation" section of these FAQs.

What kind of weather can I expect in November?

In most years, San Diego averages a daily maximum temperature for November that's between 67 and 71 degrees Fahrenheit (19 to 22 degrees Celsius). The minimum temperature usually falls between 52 and 56 °F (11 to 13 °C). The days at San Diego cool most rapidly during November.

▸ Lodging
What kind of lodging is available at the Hotel del Coronado? What is the room rate? What dates does the rate cover? Is there an early departure fee? Is there a cutoff date to receive the discounted conference rate?

Lodging is handled separately from SRI Conference registration.

Please book your reservation directly with the Hotel del Coronado.  To receive the conference rate, telephone requests must identify their affiliation with The SRI Conference.  To reserve by phone:  800-468-3533; 619-522-8238.

Or, you can book your lodging online

Reservations must be made on or before October 10th to ensure availability in The SRI Conference room block.  Reservation requests after this date will be accepted on a space available basis.

The SRI Conference discounted room rate is $250. per night, exclusive of taxes, for single or double occupancy.  Rates are exclusive of applicable state and local taxes (11.18% as of April, 2017), applicable service fees, and / or hotel-specific fees in effect at the time of the conference. 

The SRI Conference rate is available to participants, on a space available basis, October 30th through November 5th, 2017.

Check-in is after 4:00 pm; check-out is by 12:00 pm.  The Hotel del Coronado will attempt to accommodate reasonable early check-in and late check-out requests.  You are welcome to ask.

Cancellation Policy:  If an individual cancels a room reservation prior to seven days before their arrival, there will be no charge.  If an individual cancels a room reservation within seven days of their arrival day, or does not show up, the charge will be one night's room and tax. 

I'd like to share a room with another conference participant. Do you have a roommate matching service?

If you would like to share a room (and / or ride).

Are spouses and families welcome? Is childcare available?

Spouses and families are welcome.

For the children:

For recreation activities:

▸ Meals
Are meals included in my registration fee? Will there be vegan or vegetarian and gluten free choices at the meals? Is it possible for the kitchen to accommodate special needs?

Seven meals, plus breaks and receptions are included in your registration fee: lunch, Wednesday, November 1st through lunch on Friday, November 3rd. There will be vegan or vegetarian and gluten free choices available at all meals.

Please indicate all special dietary needs on your registration form. If there are additional needs not addressed on the form, please let Krystala know: 888.774.2663 or

▸ Networking
What kind of networking opportunities can I expect?

From our New Participant Orientation to the Opening Reception, Ice Cream Social, Exhibitor Fair, and beyond, a primary goal of The SRI Conference is to provide participants with multiple networking opportunities. You will find conference attendees extraordinarily friendly. Join in!

Are there opportunities for small groups to gather around a topic of special interest?

Yes. In addition to the presentations and sessions listed on the conference agenda, breakfast on Friday, November 3rd features Topic Tables. These are popular conversation circles that provide an informal opportunity for participants to share ideas on topics of mutual interest. Topics range across a broad spectrum of issues. Look for a table sign that sparks your interest and join the group. A few tables will have blank signs to allow groups to form spontaneously. Just write your topic, post your sign, and others will join you.

▸ Packing Suggestions
What suggestions do you have for packing?

Before packing, please check the weather online to avoid any surprises!

Attire for The SRI Conference is business casual (no ties!). In November, we can expect a daily maximum temperature between 67 and 71 degrees Fahrenheit (19 to 22 degrees Celsius). The minimum temperature usually falls between 52 and 56 °F (11 to 13 °C).

Wearing layers will help facilitate your comfort.   

While most SRI Conference events will occur indoors, you may want to consider the possibility of enjoying outdoor recreation as well.   

In addition, you may want to bring a bathing suit for use in the indoor pools and the ocean, and workout clothes for the gym.

▸ Recreation
What kind of recreation is available at the Hotel del Coronado?

Plan to come in early, and/or stay a few days after The SRI Conference.  The SRI Conference rate is available to participants, on a space available basis, between October 30th and November 5th, 2017. There are many activities onsite as well as within easy travel distance.



▸ Scholarship Program
Does The SRI Conference have a scholarship program?

Yes.  A group of First Affirmative Financial Network alumni and longtime affiliates are offering full scholarships to qualified students and young professionals out of school no more than three years who are interested in a career as an SRI / ESG investment professional. 

Scholarship application information can be found here.    

Donor information can be found here.

Questions? with questions or for more information. 

▸ Transportation
Does The SRI Conference provide transportation to/from San Diego International Airport (SAN)?

The SRI Conference does not provide transportation between the San Diego International Airport (SAN) and the Hotel del Coronado. 

Can I sign up for a carpool list?

If you would like to carpool, please check out our room and ride sharing site:

Do I need a rental car? What are the parking rates at the Hotel del Coronado?

If you want to enjoy the surrounding San Diego area, you may choose to rent a car. 

Self parking in the Hotel del Coronado’s parking garage is complimentary for The SRI Conference registrants.  Valet parking rates are $49. overnight with in and out privileges.

Sponsorship Opportunities

Latest Video

Meal/Event Sponsor
General Sponsor
Direct Impact Showroom