Camp Schedule

Summit Camp
November 16–17, 2010
JW Marriott San Antonio Hill Country Resort & Spa, San Antonio, Texas

Don't Miss It!

SRI in the Rockies
JW Marriott Hill Country Resort
San Antonio, Texas
November 18–21 2010

What people are saying…

“Excellent presentations.  Well worth the time.  I particularly liked George’s talk on client communications, and also the post-meeting discussion on the market and our value proposition to clients.”
by Ginny Moran, Golden, Colorado

Speakers

James Buro CFA, CFP, ChFC, CPA

James Buro, CFA, CFP, ChFC, CPA, provides professional speaking, consulting, training, and coaching services to the financial advisory community. An investment professional for over 25 years, he has worked as a Financial Consultant with Merrill Lynch, a Training Manager and Vice President for Sales with Essex Corporation, a Regional Marketing Director with Hartford Life/Planco, and a Business Development Executive with the Kinder Institute of Life Planning. He is a member of the Financial Planning Association, the CFA Institute, the New York Society of Security Analysts (NYSSA), and the New Jersey Society of CPAs (NJSCPA). He was the former Chair and currently serves on NYSSA's Corporate Governance and Socially Responsible Investing Committees. He is a member of First Affirmative Financial Network and the Social Investment Forum.

Speaker Contact Information:

215 Hillside Avenue
Nutley, NJ 07110
973-698-6038
Email

Richard B. England CFA
Richard B. England, CFA is Managing Director and Principal of Atlanta Capital Management and the lead Manager of the Calvert Social Investment Fund Equity Portfolio. At Atlanta Capital, Mr. England manages large-cap growth equity portfolios and supervises the firm's equity research team. Mr. England has an MBA from the University of Pennsylvania's Wharton School of Business, a BS in business administration from the University of Florida, and 20 years of equity analysis and fund management experience.

Speaker Contact Information:

Two Midtown Plaza, Suite 1600
1349 West Peachtree Street
Atlanta, Georgia 30309 404-876-9411
www.atlcap.com

Douglas Hoffman
Douglas Hoffman is an Executive and Entrepreneurial Coach with VSA Consulting Group, LLC. A results-oriented professional with 20 years of experience as an entrepreneur and 10 years as an executive coach, Mr. Hoffman focuses on building and supporting profitable companies that make a positive impact in the world. A frequent public speaker, Mr. Hoffman has authored and delivered trainings to individuals and groups ranging from 10 to 300 participants on subjects ranging from leadership development, sales/sales management, sustainability, education, and strategic planning. His audiences include: Non-Profit boards, The NY State Bar Elder Law Section, Accounting firms, Real Estate firms, School Boards, and the leadership teams of various corporations, communities, and organizations.

Speaker Contact Information:

19 West 44th St., Suite 1703
New York, NY 10036 917-923-9725
Email
www.vsacoach.com

Gary Matthews PhD, CPA/PFS, AIF
Gary R. Matthews PhD, CPA/PFS, AIF is an investment advisory representative of First Affirmative Financial Network and a registered CPA with 30 years experience. He began his career as a CPA, tax and financial planner with Arthur Andersen & Co. in 1979. In 1987, he became a Partner and Director of Taxes for a regional CPA firm in Albany, NY, working primarily with closely-held companies, partnerships and individuals. Since 2000, Mr. Matthews' practice has been solely focused on social/green investing and financial life planning. He currently serves on the Executive Committee and as Treasurer of GreenFaith, New Jersey's interfaith coalition for the environment. He is also a black belt instructor in the martial art of traditional moo doe. He received his PhD in social ethics from Union Theological Seminary in New York, and his MS in accounting from the State University of New York at Albany. He lives in Madison, NJ with his wife, Lisa.

Speaker Contact Information:

5 Penn Plaza, 23rd Floor
New York, NY 10001 1-800-801-1219
Email
http://www.sriinvesting.com

Paul H Rode

Paul H. Rode is a Project Executive for the Solutions Division of Johnson Controls, Inc. where he leads a team comprised of mechanical engineers, electrical engineers, and project managers, to develop large infrastructure projects in the New York Metro area. This work includes energy performance contracting, energy savings guarantees, distributed generation, and operations studies. Mr. Rode has been with Johnson Controls for 15 years and has held a variety of positions from Senior Project Manager, Performance Contracting Team Leader, Development Engineer, and Business Development Director. Prior to joining Johnson Controls, he worked on foreign project management assignments involving the construction of cogeneration stations in Zimbabwe, South Africa, Brazil, Russia, and Saudi Arabia. Mr. Rode is a professional engineer with a Bachelors Degree in Chemical Engineering from Manhattan College, New York. He is regular contributor of white papers and articles covering the energy efficiency industry.

Speaker Contact Information:

60 E. 42nd Street, 41st Floor
New York, NY 10165 914-730-4017
Email
www.jci.com

Steve Schueth
Steve Schueth is President of First Affirmative Financial Network, an independent registered investment advisory firm that specializes in managing money for socially conscious individuals and mission-driven institutional investors. For 20 years, Mr. Schueth has been a nationally recognized authority, consultant, and resource to the sustainable and responsible investment industry. He served eleven years as a Director of the Social Investment Forum. In collaboration with the Forum, First Affirmative produces the annual industry conference, SRI in the Rockies. Mr. Schueth's background includes eight years in senior management with Calvert and three years as Director of Development at The Wharton School, University of Pennsylvania. He won the SRI Service Award in 1998.

Speaker Contact Information:

2503 Walnut Street, Suite 201
Boulder, Colorado 80302 303-442-8400 x 101
Email
www.firstaffirmative.com

Steven Stern

Steven Stern is proud to have been elected to the office of Suffolk County Legislator representing the 16th Legislative District. While serving his constituency with dedication, he also has been named the Chairman of the Veterans and Seniors Committee, the Vice Chairman of the Public Works and Transportation Committee, and Vice Chairman of Economic Development, Higher Education & Energy. Mr. Stern brings extensive experience as an attorney representing the elderly and the disabled to his position as Chairman of the Veterans and Seniors Committee. A graduate of Tulane University School of Arts and Sciences in New Orleans, Louisiana, he received his law degree from Thomas M. Cooley Law School in Lansing, Michigan. He is a Certified Elder Law Attorney and a member of the New York and Florida Bar Associations. Mr. Stern has served as an adjunct professor at Touro School of Law, and he has been named one of Long Island's top 40 rising leaders under the age of 40 by Long Island Business News.

Speaker Contact Information:

1842 E. Jericho Tpk , Suite P
Huntington, NY 11743 631- 854-5100
Email
http://legis.suffolkcountyny.gov

Emily Stone

Emily Stone develops shareholder advocacy campaigns and engages with companies and other institutional investors to promote corporate environmental responsibility as Green Century Fund's Shareholder Advocate. Before joining the Green Century staff, Ms. Stone graduated from the rigorous Green Corps field school in environmental organizing. While at Green Corps, she organized campaigns across the United States with the Sierra Club, Environment America, and U.S. PIRG, tackling urgent environmental issues ranging from overfishing to coal. Ms. Stone holds a BA in Sociology from Georgetown University.

Speaker Contact Information:

114 State St., Suite #200
Boston, MA 02109
617-482-0800
Email
www.greencentury.com

Bobbi Chase Wilding
Bobbi Chase Wilding is Vice President of Citizens for a Clean Environment in Cobleskill, NY, the Organizing Director of Clean New York, and a member of the Advisory Board for the New York State Pollution Prevention Institute. She co-leads the Emerging Technologies Workgroup of the Coming Clean Collaborative, and previously co-led its Fenceline Action Workgroup and coordinated the northeast leg of the 2006 Environmental Justice for All tour. Ms. Chase Wilding developed the interactive-map-based www.ecoTHREATNY.org, wrote Environmentally Safe Hospitals: A Resource Guide for New York City Hospital Materials and Waste Managers, Environmental Racism in New York State , and co-authored Building Green without Going in the Red: A Household Guide to Healthy, Affordable Building Materials. She received her bachelor's degree in Environmental Science, and her master's degree in Ecological Economics, Values and Policy, both from Rensselaer Polytechnic Institute.

Speaker Contact Information:

http://www.clean-ny.org