Our Agenda for SRI30

30 years badge #from Evolution to REVOLUTION 
SRI30  |  November 13-15  |  The Broadmoor, Colorado Springs

Advisor Summit Workshop: November 11-13 
Main Conference: November 13-15

Pre-Conference: Advisor Summit Workshop
Tuesday, November 12, 2019
Time Event
7:30 a.m. - 6:00 p.m. Registration / Information DeskConference Registration / Information Desk Open
7:30 a.m. - 8:15 a.m.
BreakfastContinental Breakfast
Colorado Hall
D/E
8:15 a.m. - 9:45 a.m.

The Future of Fiduciary... is not Fiduciary*

Don Trone - Director, Behavioral Governance Society
Plenary
Colorado Hall
A/B
9:50 a.m. - 11:00 a.m.

Advisor Update: 2019–2020 and Beyond

George R. Gay - CEO, First Affirmative
Plenary
Colorado Hall
A/B
11:00 a.m. - 11:15 a.m.
Networking BreakBreak
Colorado
Hall
Pre-Function Area
11:15 a.m. - 12:25 p.m.

The First Affirmative Digital Wealth Services Platform: Enhancing Advisor – Client Interaction

Theresa Gusman - CIO, First Affirmative
David Roth - Financial Planner, Gorge Sustainable Investing
Pam Stamper-Brandt - Owner, Seven Generations Investing, LLC
Gary Matthews - Financial Advisor, SRI Investing, LLC
Plenary
Colorado Hall
A/B
12:30 p.m. - 1:30 p.m.
BreakfastBuffet Lunch
Colorado Hall
D/E
1:30 p.m. - 2:30 p.m. Innovations in SRI Advisor Summit Workshops
Decumulation: Living on Your Investments in Retirement*
Geoff Considine - Folio Financial
Colorado Hall
A/B
TBA
Colorado Hall
C
Investing in Asia: Leadership & Opportunity in the Age of Trump*
Vivek Tanneeru - Matthews Asia
Colorado Hall
F
2:40 p.m. - 3:40 p.m. Innovations in SRI Advisor Summit Workshops
The Case for and Against Individual Bonds for Retail Clients*
Jason Stuck - Northern Capital Securities Corp.
Joyce Huang - American Century Investments
Colorado Hall
A/B
Using ESG Products in Retirement Plans
Jim Roach - Natixis Investment Managers
Todd Kading - Leafhouse Financial
Rob Thomas - Social(k)
Colorado Hall
C
Advocacy Basics: Climb the Learning Curve, Get Inspired and Enhance Client Relationships
Holly Testa - First Affirmative
Leslie Samuelrich - Green Century Management
Tom Simunovic - Trillium Investments
Colorado Hall
F
3:40 p.m. - 3:55 p.m.
Networking BreakBreak
Colorado
Hall
Pre-Function Area
4:00 p.m. - 5:00 p.m. Innovations in SRI Advisor Summit Workshops
How I Spent My Summer Vacation: First Affirmative's Intern Experiences
Kaitlyn Mitchell - First Affirmative
Alexander Cote - First Affirmative
Colorado Hall
A/B
Social Media Skills for the Advisor
Victor Orozco - Bair Financial Planning
Colorado Hall
C
Investing in Asia: Leadership & Opportunity in the Age of Trump*
Vivek Tanneeru - Matthews Asia
Colorado Hall
F
5:10 p.m. - 6:10 p.m. Innovations in SRI Advisor Summit Workshops
Decumulation: Living on Your Investments in Retirement*
Geoff Considine - Folio Financial
Colorado Hall
A/B
The Case for and Against Individual Bonds for Retail Clients*
Jason Stuck - Northern Capital Securities Corp.
Joyce Huang - American Century Investments
Colorado Hall
C
Advocacy in Action: New Tools and Engagement Opportunities for Advisors and Clients
Holly Testa - First Affirmative
Sean Martin - ISS 
Gabe Rissman - Your Stake PBC
Colorado Hall
F
7:00 p.m. - 9:00 p.m.
DinnerDinner and Recreation at Whirlyball!
Off-site: Whirlyball (3971 Palmer Park Blvd., Colorado Springs, CO 80909)
Bus transportation provide to/from

Offsite
9:15 p.m.
Buses return to hotel
The SRI Conference agenda and speaker lineup are subject to change without notice.
*Approved for CFP Continuing Education
The Broadmoor

1 Lake Avenue
Colorado Springs, CO 80906