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April Program: The State of ESG Investing

  • 05 Apr 2022
  • 8:30 AM - 10:00 AM
  • Bernstein Private Wealth Management | 800 Connecticut Ave, NW Suite 1100, Washington, DC 20006


Registration is closed

The opportunity to use your organization’s investment dollars to support positive environmental, social, and governance (ESG) behavior of companies around the globe is an enticing prospect.   There is a rapidly growing set of investment options offered by mutual fund companies that advertise their ESG attributes.  Many individual companies are expanding their public dialogue on their ESG plans and activities to further the message to shareholders that addressing ESG issues is a core business practice and is an important part of their corporate success.  The challenge for investors is sorting through the words and determining the best way to measure and track action when no ESG standard metrics exist.

Presenters: Les Irby, CFP, AIF, Relationship Manager & Vice President, Rembert Pendleton Jackson  

Attendees will:

  • Learn what ESG means as a basis for assessing its applicability to your organization.
  • Learn about the current state of ESG reporting standards and ratings.
  • Learn about the opportunities and challenges of incorporating ESG into your investment program.
  • Learn how to set expectations for your organization for meeting specific ESG criteria versus ability to positively support long term ESG goals.
    Knowledge Level: Overview

    Field of Study: Specialized Knowledge

    Prerequisites: No prerequisite is required

    Advanced Preparation: No

    CPE Credit: 1


    When: Tuesday, April 5, 2022 | 8:30 a.m. - 10:00 a.m.

    Networking & Light Breakfast  - 8:30 am - 9:00 am
    Presentation -  9:00 am - 10:00 am

    Where: Bernstein Private Wealth Management | 800 Connecticut Ave, NW  Suite 1100 , Washington, DC 20006

    Parking: Three convenient parking garages along Connecticut Ave. 

    COVID Guidelines: No restrictions 


    FAR members, please make sure to log in to the FAR website to receive FAR member registration options. 

    This program is approved for CPE and CAE credit.

    FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.  For more information regarding refund, complaint, and program cancellation policies, please contact the FAR office at: 1325 G Street NW, Suite 500, Washington, DC 20005 or email (hq@far-roundtable.org). There are no refunds or cancellations accepted after January 10, 2020. Field of Study: TBD Program level is basic – update. There are no pre-requisites nor advanced preparation. It is Group-Live delivery method. Sponsor ID: 109395

    FAR is a CAE Approved Provider. Program(s) will be evaluated monthly to meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.

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