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![]() How are you incorporating Sustainability into your practice? | Craig P. Churman
Session: 12:55 PMSession Description The presentation will review industry data including sourcing from the recent US SiF report. A look at tools developed to be used in conversation. A review of recent trends in the regulatory environment including the DOL discussion and how this fits into the retirement plan space. A recap of recently developed learning programs including credentials offered by the CFP Board. Learning Objectives
Speaker Bio Craig Churman, Vice President, Product Development, Saturna Capital Craig Churman, Vice President, Product Development, joined Saturna in August 2011. He is a graduate of West Virginia University, with a BS in Business Administration, and has an MBA from the University of Pittsburgh. Mr. Churman earned the Accredited Investment Fiduciary ® Designation from the Center for Fiduciary Studies in 2013. Prior to Saturna, he spent ten years in sales and product development at PNC Global Investment Services, transitioning to Bank of New York Mellon when it acquired PNC GIS in July 2010. With over thirty years of experience in financial services, Mr. Churman has held positions in client services, product development, mergers and acquisitions, and finance, at firms such as Federated Investors, BISYS, and Invesmart. A native of Pittsburgh, PA, Mr. Churman is the father of two, an avid Pittsburgh sports fan, and an active supporter of mission work, particularly Youth With A Mission, an international volunteer organization. |