7:30 - 8:30 AM  |  Breakfast & Registration

Practitioner Institute Track 9AM-12PM
Open to Confluence Practitioner Members Only

9:00 – 10:00 AM  |  Keynote

10:00 AM – 12:00 PM  |  Practitioners Institute: The Future of Jobs

Learner's Institute 9AM-12PM
Open to all Pre-Conference Attendees

9:00AM  |  A Focus on Family Foundations

Organized with Rockefeller Philanthropy Advisors

10:00 AM | Concurrent Sessions (Choose One)


Climate Risk 101

Details TBA


Transforming Investment Practice

Organized with Athena Capital Advisors


11:00 AM | Concurrent Sessions (Choose One)


Towards 100% Total Portfolio Activation

Details TBA


Collaborating with CDFIs: A Win-Win Solution for Local Investing

Organized with New Hampshire Community Loan Fund and CEI

Now more than ever investors are looking for safe, high-impact investment options to help them align their investment dollars with their values, especially with a place-based perspective. Community Development Financial Institutions (CDFIs) offer opportunities to help impact investors meet their goals. They are one of the most effective ways to encourage private investment, the supply of capital, credit and other development services in economically distressed areas and to underserved populations and people for whom the economy is not working. This session will provide an overview of the genesis and purpose of CDFIs, examples of financial, social and environmental impact offerings, an investor’s perspective on why they invest in CDFIs, and the opportunity to hear from a CDFI borrower about what it meant for them to work with a CDFI.

TBA |  Board Buses for Field Trips (Field Trips included in Practitioners Institute registration)

12:00 - 4:00 PM  |  Field Trips & Off-Site Sessions (Choose One)

Affordable Housing in the Bay Area Tour

Explore Oakland: Food, Art, and Social Enterprise

Clean Energy Bike Tour

Exploring Healthy Communities

East Bay Tech Innovation Tour


6:00 – 7:00 PM |  Opening Reception on the Lawn


7:00 – 9:30 PM |  Opening Dinner (on site)