How are you incorporating Sustainability into your practice? | Craig P. Churman

Session: 12:55 PM

Session 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

  • Review Trends in the sustainable investment environment.
  • What are the managers and institutional investors doing and how can practitioners learn from this?
  • How can you engage with clients in a values based discussion?
  • Tools and resources to use to build an advisors skill set.
  • What new credentials are available to advisors.
  • What are the differences in impact and intentional products and solutions for clients.
  • Knowledge of the changing regulatory landscape toward Sustainable investing.

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.