Welcome to the 22nd Annual SRI in the Rockies Conference

1. Welcome to the 22nd AnnualSRI in the Rockies Conference Sheraton New Orleans New Orleans, Louisiana October 2–5, 2011 www.SRIintheRockies.com Laissez les bon temps rouler!

2. Your Hosts George Gay Steve Schueth

3. Welcome, Wake-Up, Words of Wisdom Always store beer in a cool, dark place. When you are up to your ass in alligators, it is tough to remember that the original job was to drain the swamp. Nothing is impossible to the person who doesn’t have to do it, pay for it, or be responsible for what happens. S/he who laughs last is the slowest thinker.

4. Salesforce.com CEO, September 1, 2011 • "There were no signs that said 'thank you Microsoft', there were no signs that said 'thank you IBM,' Benioff said as he showed slides of Arab protesters during his keynote speech at Salesforce.com's annual convention in San Francisco. • "No. Look at this: 'thank you Facebook', in all these different languages, in all these different cultures."

5. Marc Benioff: September 1, 2011 • CEOs who aren't listening to customers or employees online risk losing their jobs, he said. • "It's not so long from now we'll start to hear about Corporate Spring and Enterprise Spring, " Benioff said. "We've seen Mubarak fall. We've seen Khadafy fall. • When will the first CEO fall for the same reason?"

6. CEOs fired since September 1 Carol Bartz; Yahoo; September 7, 2011 Sallie Krawcheck; Merrill Lynch; September 7, 2011 Leo Apotheker; Hewlett Packard; Septermber 22

7. Social Revolution: The Web is Shrinking Web Usage (minutes) 2011 Sources: Ben Elowitz, Wetpaint / comScore There seems to be some confusion in this graph, but I checked the source, and the basic info is correct

8. Social Revolution: Employees Forcing an
Unprecedented Pace of Change: Mobile Devices CIOs Surveyed on Tablet Usage 2011 iPad...fastest
ramping mobile
device ever. MorganStanley 2010 Not Allowed MorganStanley, "Tablet Demand and Disruption", February 14, 2011.

9. “The Next Revolution will not be Televised” • “Our conclusion was that Interruption-Based, outbound marketing techniques were fundamentally broken and in order to successfully break through the noise and connect to people, companies needed to re-think the way they marketed from the bottom up. In other words, they had to ensure that their customers could find them using inbound marketing.” • Brian Halligan & Dharmesh Shah, “Inbound Marketing: Get Found Using Google, Social Media and Blogs”

10. SRI’s Facebook Footprint SRI in the Rockies 171 people “Like” Calvert Funds 424 people “Like” Calvert Foundation 583 people “Like” US ( SIF 584 people “Like” Domini Social Investments 2,686 people “Like” Green America 11,921 people “Like” Sustainability 40,845 people “Like”

11. SRI’s Twitter Footprint • US ( SIF 289 Followers • George Gay 344 Followers • Domini Funds 528 Followers • SRI_Rockies 579 Followers • Calvert Foundation 1,420 Followers • Cliff Feigenbaum 2,409 Followers • Hunter Lovins 4,509 Followers • Gil Friend 7,753 Followers • CSRwire 10,244 Followers • Joel Makower 10,548 Followers • Philippe Cousteau 16,798 Followers • Kim Kardashian9,974,7289 Followers • Radian6

12. On the Other Hand…#SRIR11 October 3rd, 5:30 p.m., Joel says something especially “quotable.”

13. Message Reaches: 5,254,420 people Before any tertiary or further re-tweeting So, the pressure is on; Joel, say something highly quotable!!! Use your Twitter hashtag #SRIR11

14. Losing the Language Battle SRI CNBC • Shareholder Activist: Carl Icahn

15. Losing the Language Battle • Terms we take for granted that most people generally consider to mean something else, or of which they are blissfully ignorant: • Sustainability • Social Responsibility • Impact Investing • Microfinance • Community Investing / Community Reinvestment • SRI, ESG, Stewardship Investing, Ethical Investing, Mission-Based Investing, etc., etc. • Our Challenge: How does our terminology get accepted into the general vernacular?

16. “Those who cannot remember the past are doomed to repeat it.” George Santayana

17. We Thank: The City of New Orleans Convention & Visitors Bureau The New Orleans Sheraton Hotel E. Anthony Meetings & Events Krystala Kalil First Affirmative Staff & Friends Our Tireless Agenda Committee Steve Schueth

18. And, of Course, Our Benefactors and Sponsors!

19. 23rd AnnualSRI in the Rockies Conference Mohegan Sun Connecticut October 2–4, 2010 www.SRIintheRockies.com Plan to join us!

22. Welcome to the 22nd Annual SRI in the Rockies Conference! JW Marriott San Antonio Hill Country November 19, 2010 George R. Gay, CFP, AIF First Affirmative Financial Network

23. Who Is Here Today? • CEOs and Numerous Other Senior Executives • 20 Chief Executive Officers • 32 Presidents • 9 Managing Directors • 9 Executive Directors • 5 Chief Investment Officers • 5 Chief Operating Officers • 14 Mutual Fund or Separate Account Portfolio Managers

24. Who Is Here Today? • 190 First-Time participants • 118 Representatives of our 55 Sponsors • 114 Financial Planners, Investment Advisers or Brokers • 89 who have attended at least 10 Conferences • 36 Social or Corporate Governance Research Specialists

25. SRI in the Rockies

26. As We Prepare for the Third Era The SIF Staff and Board, with an expanding agenda and limited resources, will no longer play as large a role in producing and hosting SRI in the Rockies We believe that SIF Member Organizations will continue to support and benefit from SRI in the Rockies We believe that SIF members will continue to provide critical support to the development of our agenda Next year’s agenda will reflect and focus upon many of the key issues facing SIF Working Groups and members SRI in the Rockies will continue to be a premier networking and education event for SRI Professionals We are confident that the number of participants in next year’s event will go UP, rather than down, because both organizations’ value propositions are based on abundance, rather than scarcity.

27. Australia 2 Canada 8 Germany 2 Great Britain 4 Japan 1 Mexico 1 Panama 2 China 1 Sweden 1 Switzerland 2 Netherlands 2 South Korea 1 International Participants

28. By State Kansas 4 Kentucky 4 Louisiana 1 Massachusetts 60 Maryland 23 Maine 3 Michigan 5 Minnesota 13 Missouri 1 Mississippi 1 Montana 2 N. Carolina 12 New Hampshire 8 Alabama 2 Arizona 6 California 76 Colorado 37 Connecticut 2 DC 21 Florida 4 Georgia 5 Hawaii 1 Iowa 2 Idaho 1 Illinois 27 Indiana 8 New Jersey 10 New Mexico 6 New York 62 Ohio 8 Pennsylvania 17 S. Carolina 1 Tennessee 2 Texas 21 Utah 1 Virginia 7 Vermont 5 Washington 9 Wisconsin 6

29. San Francisco March 16, 2011 • Seattle April 13, 2011 • San Diego May 11, 2011 • New York, NY June 15, 2011 • Chicago July 14, 2011 • We invite SIF and other organizations to consider planning events, or participating in order to leverage the exposure that BaseCamps bring to SRI in local markets • Note: Dates are tentative and subject to change.

30. “Impossible is just a big word thrown around by small men who find it easier to live in the world they have been given than to explore the power the have to change it. Impossible is not a fact. It is an opinion. Impossible is not a declaration. It’s a dare. Impossible is potential. Impossible is temporary. Impossible is nothing. • Muhammad Ali

31. If you want to go quickly, go alone If you want to go far, go together African Proverb

33. The End of Our First Era, the Beginning of the Second! First Affirmative and the Social Investment Forum Co-Host SRI in the Rockies 1996–2010

34. 21 Years Ago…

35. The 21st Century

37. In Gratitude to Our SIF Agenda Committee Chairs Steve Schueth Richard Barr Anita Green Kathy Leonard Susan Babcock And, of course, THANK YOU to the dozens of Agenda Committee Volunteers over the past 15 years!