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  • Toronto, ON - 2 Days
    November 9

    Social Finance Forum 2017

    Where profit meets purpose

    Canada’s leading impact investing conference is back.

    Don’t miss your chance to save $250 with early bird pricing for Social Finance Forum 2017. Now in its 10th year, the Forum will have its most ambitious program ever, with internationally recognized speakers, expert opinions, venture pitch sessions and workshops highlighting the latest products and ideas in impact investing.

    As Canada’s impact investing market continues to grow at a record pace, the Forum will highlight how Canadian investors can reach out to create sustainable development both at home and overseas.

    Conference, Workshop
  • Boston, MA - 1 Day
    June 27

    Boston FinX Experience

    Profoundly change the way you understand consumer challenges and design financial products. FinX is an empathy-building experience that helps innovative organizations deepen their insights on financially underserved populations, catalyzes innovation and design, and facilitates networking among the ecosystem of partners who, by working together, can improve consumer financial health.

    During this half-day experience co-hosted by CFSI and C Space, you will go through the local Boston area financial community, conducting real financial transactions that underserved consumers face every day. Following this immersive exercise, you will debrief on the experience with peers and experts, uncovering valuable insights to improve strategy, community relations, financial education, and product design.

    Practitioners, insurers, innovators, foundations, community organizations, government, and others are encouraged to attend.

    Don’t miss this opportunity — space is limited and will fill up quickly.

    Co-hosted by C Space

    Conference, Workshop, Workshop
  • Washington, DC - 2 Days
    June 26

    Credit Building Symposium

    The symposium is intended to be a dialogue between nonprofit organizations involved in credit building and those corporate and government entities whose practices include credit reporting, credit scoring and/or credit granting. Our goal is to broker more discussion between these connected sectors with the intent of continuing to bridge gaps in understanding and strengthening bonds in the credit reporting arena. An overarching theme for the symposium will be the linkage between the work being done in the credit building field and that of the broader issues of income inequality, poverty reduction, and asset building. This is a great opportunity to learn and build industry relationships.

    Conference, Workshop, Workshop, Workshop
  • Washington, DC - 1 Day
    June 22

    ISHOW USA: Innovation Showcase

    The competition is open to individuals and organizations taking physical products to market that will have a social impact. Whether you are selling your product directly to customers or employing a service-model to drive accessibility, we want to hear about your idea. Applicants should have an existing prototype and be interested in receiving financing, technical support and access to industry networks to assist in taking their product to market.

    Participants will receive feedback on their idea, access to industry best practice and contact with a global community of engineering experts. 30 finalists will pitch to the judges in person (ASME will provide travel grants towards the cost of travel) and will receive product exposure, advice and technical insights. 9 innovators will win a share of $500k in prizes – including an extensive design and engineering review by a panel of experts. Winners become part of the ISHOW alumni network, a global community of hardware innovators with exclusive access to experts and resources.

    Taking a physical product to market to solve a social or environmental problem by utilizing a sustainable business model. You may have heard of social entrepreneurship, impact investing, inclusive business or social innovation, “hardware led social innovation” is similar but we are focused specifically on the design and engineering journey of ventures. We have curated 8 themes we focus on – water & sanitation, energy, environment, food & agriculture, economic development & community empowerment, safety and education. Past ISHOW winners and DEMAND case studies give practical examples of “hardware led social innovation”.

    Conference, Workshop, Workshop, Workshop, Workshop
  • New York, NY - 1 Day
    June 19

    Summer Regenerative Agriculture Investor Soirée with LIFT Economy

    Join us for our fourth quarterly convening – this time in NYC!

    Connect, network, and share ecological insights with like-minded investors, philanthropists and entrepreneurs focused on moving beyond “sustainable” to focus on investments in agricultural enterprises that are truly regenerative.

    These quarterly gatherings are intended to increase our shared literacy, understanding of deal flow, and quality of relationships for working together. How do we capture the carbon farming potential of restoring and enhancing ecosystem and soil health while providing food, fiber and other human material needs? Through open networking and light facilitation we will make sure you come away with a clearer understanding of the opportunities within regenerative, climate-beneficial agriculture and land use projects. This soiree is sure to delight your senses, your palate and your hope about the future of regenerative agriculture investment opportunities

    Conference, Workshop, Workshop, Workshop, Workshop, Workshop
  • San Francisco, CA - 1 Day
    June 14

    The Secret Life of Bankers: How They’re the Key to Building the New Economy

    Have you ever thought about why it matters where you and your company bank?

    To create a new economic system that is just, fair, regenerative and better for the world, we need to think about our money in a very different way.  Banks were originally created to be in service to the community, but our financial system is not working for the majority of us or for the planet. Banks are the engines of capital and the core of the economic system. When that capital becomes a tool for the people, it accelerates justice and equity, improves the environment, health, and communities, resulting in a better society for all.  Join us for a conversation with leaders in the field of finance and justice to consider how banking can be a tool for change at the societal, community, business and personal levels. This event begins with a panel discussion, followed by Q&A and ample time for networking.

    Event Schedule: Wednesday June 14th

    5:00pm – Doors open
    5:30pm – Panel
    6:30pm – Q&A
    6:45pm – Networking

    *It is important to the presenting partners that everyone interested is able to attend. For questions or to request further discounted tickets, please contact

    Conference, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop
  • New York, NY - 1 Day
    June 15

    Intro to ESG, Sustainable & Impact Investment Training

    The Why & How of Applying ESG Factors to Corporate Valuations

    – A One-Day Training Program Presented by
    Governance & Accountability Institute and Global Change Associates
    Hosted by Zicklin School of Business at Baruch College/CUNY

    In response to the growing demand for sustainable investing training from asset owners, asset managers, financial analysts and other financial professionals, we offer a one-day training program entitled, “Intro to ESG, Sustainable & Impact Investment Training.” The program is organized by Governance & Accountability Institute (G&A) in collaboration with Global Change Associates (GCA) and hosted by the Zicklin School of Business at Baruch College/CUNY.

    This all-day training program will be presented on Thursday, June 15, 2017. The program is being hosted at Baruch College’s Newman Vertical Campus (55 Lexington Avenue) in midtown Manhattan. The course will begin at 8:30 am with registration and continental breakfast, leading into a full day of lectures by outstanding speakers who are practitioners in the field, sharing their knowledge to bring participants up to speed on ESG / sustainable / impact investing best practices, research, data providers, and methodologies. A networking lunch is included. At the end of the program, participants will receive a certificate of completion.


    8.30am – Arrival, Registration & Continental Breakfast

    9.00am – Welcoming Remarks
    Donald Schepers, Associate Dean, Baruch College

    9.10am – Introduction to Corporate ESG Strategies, Performance, Actions
    — What is Corporate ESG & Why It Really Matters to Shareowners

    Hank Boerner, Chairman & Co-Founder, Governance & Accountability Institute

    9.20am – Bridging the Perceived Gap Between Sustainability & Profitability:
    Materiality, Risk Management & How Top and Bottom Lines Are Affected

    Louis Coppola, EVP & Co-Founder, Governance & Accountability Institute

    9.50am – Integrating ESG Factors into Portfolio Construction
    Jordan Kimmel, Co-Founder & Portfolio Manager, FACTS Asset Management

    10.20am – Break & Networking

    10.40am – ESG Analysis, Rating & Research
    Gaurav Trivedi, Senior Associate, ESG, MSCI

    11.10am – What Investors Need to Know About the Rising Importance of Impact Investing
    Kate Starr, Founder & CIO, Flat World Partners; formerly Vice President-Capital Deployment, Heron Foundation

    11.40am – About SASB (Sustainability Accounting Standards Board) and More Effective 10-K Disclosure
    Eric Kane, Sector Analyst – Health Care, SASB

    12.10pm – Lunch & Networking

    1.25pm – Case Study of Corporate Malfeasance: The VW Emissions Scandal
    Peter Fusaro, Chairman, Global Change Associates

    1.55pm – Bridging the Gap: Sustainability vs. Profitability
    Bahar Gidwani, Founder & CEO, CSRHub

    2.25pm – ESG Equity Fundamentals Data Analytics
    Hideki Suzuki, Senior ESG Analyst, Bloomberg LP

    2.55pm – Break & Networking

    3.15pm – CDP Investor Initiatives
    Agnes Terestchenko, Senior Manager, Investor Initiatives North America, CDP

    3.45pm – About the Baruch CSR-Sustainability Monitor Project
    Mert Demir, PhD in Finance, Director of Research, Weismann Center for International Business at Baruch College

    4.00pm – Wrap-Up Comments, Certificates Distribution, Seminar Concludes
    Hank Boerner, Chairman & Co-Founder, Governance & Accountability Institute
    Louis Coppola, EVP & Co-Founder, Governance & Accountability Institute
    Peter Fusaro, Chairman, Global Change Associates
    Lecturers include leading experts in the sustainable investing field and the session participants will come away with an understanding of why ESG issues matter in investing, and how to apply ESG factors to corporate valuations; analysis of impact, reputation, risk, opportunity and other aspects of financial analysis.

    All participants will have access to all presentations after the seminar. Each attendee will receive a digital copy of Hank Boerner’s book — “Trends Converging, A Look Ahead of the Curve for ESG, Sustainability, CR, SRI Professionals.”

    Cancellation Terms
    All cancellations 10 days or less from the day of the event will receive credit towards another training.

    Group Discount Rate Available
    Register four (4) attendees and get the fifth attendee registration free.

    Conference, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop
  • San Francisco, CA - 1 Day
    June 27

    Shape Up Your Sustainability Strategy + Storytelling: A One Day Bootcamp

    Hi There!

    Join us for a full-day, invitation-only, bootcamp where we will unpack the three core elements of effective sustainability communications: corporate purpose, strategic frameworks, and aspirational storytelling.

    When: June 27th, 2017  8:30am – 4:30pm

    Where: PCH Innovation Hub, 135 Mississippi St., San Francisco, CA 94107

    What you can expect: An intimate gathering of thought leaders and sustainability practitioners set to explore how leading businesses are closing the gap between sustainability and effective communication.

    In one day you’ll learn:

    • The three key elements of effective modern sustainability communications
    • The tools and methodologies for creating user journey profiles to determine how stakeholders want to interact with your content
    • How to use audience mapping and a messaging matrix to provide the right amount of detail at the right time and to the right audience
    • How to connect sustainability messages with the organization’s aspirational vision and mission
    • How to infuse communications with a point of view and voice
    • How to move from touting your latest achievements to actual stakeholder dialogue

    Who should attend: By invitation only. Anyone who has an interest in both internal and external communications or CSR/Sustainability/Purpose strategy. You may be a sustainability practitioner, CSO, CSR executive, corporate communications executive, HR director, corporate strategy advisor, public affairs director, or marketing/brand executive.

    Price: $750 (price includes taxes and fees, light breakfast, lunch, tea and coffee, educational materials, and workbook)

    Conference, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop, Workshop
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