The YX Planning Conference delivers the best content for financial advisors who want to start, run, and grow their own, independent financial planning firms. You get access to the best content in the industry on how to serve Gen X and Gen Y clients — while still running a profitable firm. And we’re bringing back industry experts and leaders to give you the inspiration and education you need to find success on your chosen path in financial planning.
It has been a few months since we released “Financial Health as a Global Framework” along with our project partners CFSI, Dalberg Design Impact Group, and the Bill and Melinda Gates Foundation. Since we launched the report, we have been hearing about individual and organizational efforts to better define and use financial health as a way to better empower people in emerging markets. Building on this momentum we have been hearing, we are considering forming a global financial health community that includes governments, NGOs, financial services providers, researchers, and others that are all exploring this concept. We are confident that we can learn a great deal from one another, building on the great work that is already beginning around the world. Please consider joining us for a virtual dialogue to discuss this possibility on Tuesday, August 29 at 9:30 am EST. We will have presentations from a few organizations and individuals who are thinking about financial health, a virtual roundtable discussion, and some thoughts on next steps to pursue together as a community.
For NGOs, inclusive business can be an innovative and complementary approach to contribute to development goals, especially in countries with diminishing donor support and increasing private sector presence. Indeed, NGOs are already taking different roles, which range from corporate partnerships to develop inclusive business models, to setting up own social ventures or facilitating impact investments. It does, however, require a new approach and mindset. While each NGO has gathered individual experiences, there is little exchange on lessons learned and good practices to advance NGO engagement in inclusive business.
Endeva is organising a ‘peer-to-peer learning’ workshop, accompanied by several webinars, targeted at leading international NGOs. Our goal is to facilitate the exchange of experiences on the various roles NGOs can take in inclusive business, as well as related organisational aspects.
The workshop, taking place in Berlin on September 4-6, will provide space to share common pitfalls and best practices between peers, aiming to further and improve the organization’s inclusive business models. We will also draw upon Endeva’s extensive knowledge gained from working with, studying and setting-up NGO-driven inclusive business. Following the workshop, participants will receive a detailed documentation of the outcomes and a follow-up conversation focusing on their specific challenges and ideas.
If you are interested in joining and learning more about the workshop, please send an email to Isabel at firstname.lastname@example.org.
Turbulent times call for smart, decisive action. Some call it joining the resistance, we call it getting the job done, wherever it is. When committed women and girls gather with a common vision, the wheels of disruption are set in motion. #WomenFunded2017 is one of those spaces. Join us in this non-solicitation zone, a safe space for funders and leaders in the women’s movement to find common ground.
Knowledge is power. But it doesn’t have to be boring. Instead you will experience the knowledge, skills and resources offered in multiple ways. After two and a half days of interactive workshops, labs and plenaries on digital strategies, global/local advocacy, organizing and more, you’ll leave with the #powertools you’ll need take care of business when you get home.
If you care about equity, if you care about women and girls #WomenFunded2017 is for you. If you are ready to eradicate discrimination in all its forms, #WomenFunded2017 is for you. You’ll join more than 350 women leaders from women’s foundations and non-profits, along with corporate foundation leaders, senior business and tech execs and issue experts. This is our time to motivate and mobilize for the change we seek, to be the change.
On 12-13 September 2017, the TrustLaw team brings its successful Social Enterprise and Impact Investing Training back to New York City for a two half-day, CLE-accredited course. The training explores key legal issues and trends in social entrepreneurship and impact investing and provides lawyers and other professionals with the skills they need to advise different stakeholders in the sector.
This course is the first of its kind to combine hands-on legal training with practical case studies and excellent networking opportunities, facilitating strategic discussions and the sharing of best practices in the realm of social innovation.
We are delighted to thank the following partners, whose support has made this course possible.
Impact Investing and Social Enterprise: New Developments, Challenges, and Opportunities for Nonprofits
You have been hearing the terms “impact investing” and “social enterprise” much more frequently in recent years, and this is one of the hottest issues in the nonprofit sector right now.
Impact investing—investments designed to produce both social benefits and financial returns—represents a dynamic way for nonprofits to further their mission while opening up funding opportunities from sources never before available. This trend has been fueled by opportunities to channel traditional investment capital into the nonprofit world. Facing potential funding cuts from federal, state, and local governments, as well as other challenges to traditional fundraising and sources of financial support, nonprofits are increasingly forced to diversify their revenue generation to achieve their goals.
But what does impact investing actually entail? In fact, a lot of different things—all under the “impact investing” heading. Some of it does not relate to nonprofit at all. But in this program, we will focus on the issues solely from the perspective of nonprofit organizations.
While most nonprofits have not even dipped their toe into the impact investing space, some have—including the organizations represented by our panelists—and we will discuss the wide range of cutting-edge activities being undertaken by some very innovative nonprofits. We also will discuss the ways in which a nonprofit taking on investors is a major step, one that can require a number of significant changes to the way your organization operates. But many forward-looking nonprofits have recognized that being committed to their mission does not mean having to be wedded to traditional business models.
Nonprofits offer a great opportunity for impact investors and social enterprises to generate significant benefits and results with proven, scaled, and skilled organizations that can leverage this capital and social enterprise opportunities to fulfill their missions. A number of nonprofits have already begun using for-profit practices for social good.
In this program, our panelists will discuss the leading characteristics and models of impact investments from the nonprofit perspective, legal issues relating to impact investing (including approaches to tax-related challenges such as “private benefit”), and developments in the impact space. We will explore the pros, cons, and considerations that need to be taken into account in structuring new investment vehicles and separate legal structures, as well as the key federal tax-exemption, securities law, liability, and other legal, tax, and regulatory concerns that make this area so complex and risky for nonprofits.
With a panel of three of the leading experts in the space—and their own organizations’ rich experiences to draw from—this is one program you will not want to miss.
12:00 p.m. – 12:30 p.m. ET – Networking Luncheon
12:30 p.m. – 2:00 p.m. ET – Program/Video Webinar
Jeffrey S. Tenenbaum, Esq., Partner and Chair of the Nonprofit Organizations Practice, Venable LLP
Kamil Cook, Associate General Counsel, Corporate Services, The Nature Conservancy
Javeed Froozan, Vice President, Research Business Development & Strategic Alliances, The Leukemia & Lymphoma Society
Tracy Kartye, Director, Social Investments, The Annie E. Casey Foundatio
Edinburgh, Scotland - 2 DaysWednesday
The global ethical finance industry constitutes approximately USD 22.89 trillion worth of assets under management, an increase of 25% from 2014. However, this is seen in institutions and assets within developed markets.
Ethical finance is on track to developing its global value proposition. However, catalyzing the wider adoption requires concerted efforts to build meaningful dialogue between the two main areas of ethical finance: one segment that integrates environmental, social and governance (ESG) factors, and Islamic finance which is expected to rise from USD 2 trillion to USD 3.5 trillion by 2021.
There is a unique opportunity for ethical finance players in developed markets to connect with the Islamic/faith-based financial sector which enjoys a strong foothold in Muslim-majority emerging markets.
The GIIN and The Abraaj Group welcome you to New York City for a senior-level impact investor gathering, held alongside the UN General Assembly. Join fellow industry leaders to advance the impact investing industry and tackle key issues, such as:
- Advancing progress towards the Sustainable Development Goals;
• Workshopping emerging fit-for-purpose investment models;
• Creating best practices in the use of blended finance; and
• Attracting new players to the impact investing market.
Formal agenda and registration information to follow. For more information, please email email@example.com.
*The GIIN is also hosting a European Member event in Zurich on December 7-8, 2017. Stay tuned for more information or firstname.lastname@example.org with inquiries.
- Advancing progress towards the Sustainable Development Goals;