BE A PART OF THE CHANGE

Change is the natural watchword of The SRI Conference and Community, because it is only through meaningful and sustained change that we will see a better world emerge. In that spirit, we’ve refreshed our logo and our website, we’ve created a more inclusive and engaging conference agenda, and we are actively working to broaden the SRI movement far beyond just our annual or regional events.

Look for an informative, engaging, and fun agenda this year with something for everyone, including special social and networking events throughout the conference. You might also want to consider adding to your conference experience with the Fundamentals of Sustainable and Responsible Investment Course, and the Advisor Summit Workshop.

Our session themes are diverse and reflect cutting-edge trends and themes in environmental, social, and governance impact investing across ESG Integration, Impact, Professional Education, Advocacy/Engagement, and SRI/ESG/Impact tracks. Just a few conference highlights include:


Plenary Sessions

A Fireside Chat with Michelle Edkins, Managing Director, BlackRock
Discussion on Climate Change with Chad Myers, CNN Chief Meteorologist

Breakout Sessions

  • An introduction to shareholder activism
  • The hidden power of private impact investments
  • Preview of the US SIF 2018 Trends Report
  • Best practices from successful SRI advisors
  • SRI portfolios and emerging markets
  • Trends in fixed income and SRI

Select conference sessions are eligible for CE credit for CFP, CFA, and CIMA designees.

And of course, look for our special Ice Cream Social and structured networking events!

Stay tuned for an announcement of our full agenda.*

Important Dates


Main Conference
: November 1 - November 3

New Participant Orientation: November 1, 11 a.m. – 12 p.m.

Fundamentals of Sustainable and Impact Investment (additional charge applies): November 1, 8:30 a.m. to 12 p.m.


*
The SRI Conference agenda is subject to change without notice.

Each year, The Center for Sustainable Investment Education at the US SIF Foundation presents this in-depth course on SRI fundamentals.


The US SIF Foundation's 
Center for Sustainable Investment Education offers Fundamentals of Sustainable and Impact Investment as an introductory resource for investment advisors, financial planners, and other financial professionals who want to learn the basics of sustainable, responsible, and impact investment.

The course offers a unique blend of instruction and scenario-based learning that will enhance your ability to incorporate SRI into investment portfolios and client conversations. The course includes topics such as:

  • Incorporating environmental, social, and governance (ESG) data into security analysis
  • The latest sustainable and impact investment trends
  • Techniques for marketing and communicating your expertise


P
articipants receive a certificate of completion, and the course also typically qualifies for continuing education credit for various industry designations. There is an additional charge for this session. Register here.

 

 

 

Join us for SRI • 29!

The Advisor Summit Workshop is an extension of The SRI Conference and is presented by First Affirmative Financial Network.  The workshop is designed to provide financial planners and investment advisors with the tools they need to successfully integrate SRI into their practices for the long term.


The workshop will feature in-depth tutorials on a variety of topics including:

  • Portfolio construction
  • Risk management
  • Shareholder advocacy
  • Practice management

Attendees also have the opportunity to network with, and learn from experienced SRI advisors in a more intimate setting after the close of the main conference.

The Advisor Summit Workshop is typically approved for between four and six hours of continuing education credit for CFP designees, and one hour of continuing education credit for CIMA designees.

Register Now