
The ESG Exchange
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Insights to inspire the future of financial services
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Overview
How can we help our clients adapt to ongoing changes in business and sustainability? Explore our upcoming virtual events focused on enabling financial services leaders to strengthen environmental, social, and governance (ESG) initiatives that will help build a brighter future for all.
The week will begin with an internal training for financial services practitioners to discover strategies for engaging with clients while learning about our ESG offerings, followed by three deep-dive virtual panel discussions and several invitation-only roundtables.
Learn more about these exciting, CPE-eligible opportunities below. If you cannot attend live, recordings will be posted here following the events.
Our upcoming virtual events

FSI Internal insight: ESG Exchange
Prepare to engage with your clients
Thursday, October 13 | 3:30 p.m. – 5:30 p.m. ET
In this internal training, geared towards PPMDs and Senior Managers, practitioners can learn more about our ESG offerings and how to discuss ESG with financial services clients.

The Environmental Exchange
The evolution of a more sustainable industry
Monday, October 17 | 1:00 p.m. – 2:00 p.m. ET
Learn what actions companies are taking to develop climate programs and move the needle toward a more sustainable world.

The Social Exchange
The coexistence of equity and financial services
Tuesday, October 18 | 11:00 a.m. – 12:00 p.m. ET
Hear what financial institutions can do to create an equitable future and explore actionable steps to drive impact.
Who’s going to be there?
ESG peer-to-peer exchanges
The culmination of the ESG Exchange features a series of in-person roundtable discussions and networking receptions for executive-level clients to share critical insights and have an intimate dialogue around ESG and the future of financial services. Participation is by invitation-only. If you have clients that would be interested in attending these in-person events below, please contact Maddy Shannon for more information.
West
ESG peer-to-peer exchange: Los Angeles
ESG peer-to-peer exchange: San Francisco
Central
ESG peer-to-peer exchange: Chicago
East
ESG peer-to-peer exchange: Boston
ESG peer-to-peer exchange: Charlotte
ESG peer-to-peer exchange: New York
