Upcoming Events: Business & Leadership

Thu 3/30

Image - What Do Millennials Want?

What Do Millennials Want in Their Portfolios, 401(k)s and Workplaces?

Date: Thu, March 30, 2017
Time: 6:00 PM
Millennials and investing

R. Paul Herman, CEO, HIP Investor Ratings + Portfolios; Author, The HIP Investor, Make Bigger Profits by Building a Better World
Timothy Yee, President, Green Retirement, Inc.
In conversation with Chinwe Onyeagoro, President, Great Place to Work Institute

With 70 million Millennials now the largest segment of the U.S. workforce, how do they stay satisfied in the workplace while companies build their bottom lines? With a trust-based workplace, Millennials thrive in their jobs, while companies can also outperform financially, according to Chinwe Onyeagoro of Great Place to Work. With a sustainable, fossil-free 401(k), Millennials are more engaged, innovative and can build a better world while saving for their future, according to Timothy Yee of Green Retirement, Inc. An HIP Investors' R. Paul Herman says that by going beyond traditional investing, Millennials can use their forthcoming $40 trillion of inherited wealth to improve the health, wealth, earth, equality and trust of our world via their investing. 

Learn how to unleash the excitement of Millennials in your workplace. 

About the Speakers 
R. Paul Herman is a globally recognized leader in impact investing, impact ratings and impact-themed portfolios. Herman founded HIP Investor 10 years ago to show that investments in companies that solve human, social and environmental problems can be more profitable and less risky than those that are extractive of people, natural resources and trust. HIP Investor rates more than 32,000 global issuers of stocks and bonds, and it also enables ratings of thousands of mutual funds and 401(k) plan fund choices. Herman is an alumni of Wharton, McKinsey, CSC Index, Ashoka and Omidyar Network. Herman is an advisor to SASB, Net Impact and Sustainable Brands. Herman authored The HIP Investor: Make Bigger Profits by Building a Better World, which is part of the curricula for 26 global MBA, MPA and university programs in finance, capital markets and innovation.

Chinwe Onyeagoro serves as president of Great Place to Work. She works with executives to successfully execute business strategy through developing high-trust, high-performance cultures. Her executive advisory work with Great Place to Work includes multi-billion dollar technology, telecom, financial services, and bio-pharma companies. She has worked for two top management consultancies (McKinsey & Company and The Monitor Group). She serves on the boards of private equity firms and lending institutions that have invested more than $1 billion in small and medium enterprises. She holds an A.B. in economics and East Asian studies from Harvard University and is a Henry Crown Fellow at the Aspen Institute.

Timothy R. Yee, AIF CPFA C(k)P, is the president of Green Retirement, Inc., a 100-percent minority-owned and 50-percent woman-owned 401(k)-focused financial advisory firm with a nationwide presence, and a deep focus on fossil free and socially screened investment options. The firm is a founding B Corp member and a California Benefit Corporation. Green Retirement has been recognized as one of the Best for World B Corps since 2014. Yee has led groups at Bank of America, NationsBank, T. Rowe Price, and AIG. He is an Accredited Investment Fiduciary, a certified Plan Fiduciary Advisor, a Certified 401k professional, and holds numerous FINRA registrations. Yee graduated with honors (cum laude) from the University of California Berkeley's Haas School of Business.

Mon 4/10

Image - Ehrlich

A Vision of the Eco-Village as the Future of Self-Sustaining Neighborhoods

Date: Mon, April 10, 2017
Time: 6:00 PM
Eco-living for the future

James Ehrlich, Founder, ReGen Villages; Senior Technologist, Stanford University; Senior Fellow, Opus Novum; Entrepreneur-in-Residence, Stanford H-STAR Institute; DesignX Resiliency Team Member, Stanford Center for Design Research

After over 12 years of case study research on organic and biodynamic family farms, intentional communities, and resilient and regenerative design thinking, James Ehrlich founded ReGen Villages. At the forefront of automating thriving abundance for healthy families, ReGen is a Stanford University spin-off company which develops technology-integrated residential areas. Starting with pilot communities—one in Almere, Netherlands and the other at Summit Powder Mountain in Eden, Utah—ReGen Villages intends to reduce burdens on municipal and national governments, creating self-reliant neighborhoods that can power, feed, hydrate and digest their own organic waste. Ehrlich will discuss his inspirational research on farm-to-table communities, detailing his greater vision and plans to realize solutions for the next 2–3 billion people who will live on Earth by 2050.

As a serial entrepreneur in Silicon Valley for 25 years, primarily in the video game and entertainment technology area, Ehrlich designed worlds that made sense. Recently appointed to the U.S. State Department’s joint task force on the nexus of food, water, energy and waste, the genesis of Ehrlich’s personal research came from over a decade of case studies on organic and biodynamic family farms and their connection to the strongest communities around the world.

Thu 4/13

Image - Strauss

How Leaders Can Gain Competitive Advantage Through Lessons from History

Date: Thu, April 13, 2017
Time: 6:00 PM
Lessons from generals throughout history

Barry Strauss, Bryce and Edith M. Bowmar Professor in Humanistic Studies, Department of History at Cornell University; Visiting Scholar, Hoover Institution; Author

In his book, Masters of Command: Alexander, Hannibal, Caesar, and the Genius of Leadership, Strauss draws lessons from the experiences of history’s greatest generals. Strauss explains that a key component of these leaders’ successes was their ability to inspire loyalty from their troops. They did so by leading by example and, in turn, earned their soldiers’ trust and respect. In this program, Strauss will apply these lessons to today’s executives who strive to outperform competition and create an engaged, high-achieving workforce.

Mon 5/1

Image - Sonenshein

Achieve More, Stress Less: Have Fun Getting Better Results from Fewer Resources

Date: Mon, May 01, 2017
Time: 6:00 PM
Using innovation to solve problems

Scott Sonenshein, Ph.D., Chaired Professor, School of Business at Rice University; Author, Stretch: Unlock the Power of Less—and Achieve More Than You Ever Imagined

Would you like to achieve more with less—at work and at home—and be happier and more creative at the same time? Scott Sonenshein, author of Stretch, will teach us how to do it!

In a constantly changing world, fewer and fewer corporate and personal situations can be handled using practiced routines. Instead, we need to be resilient and use the resources we already have; we need to stretch beyond our normal set of solutions, colleagues and friends.

Sonenshein has rigorously researched techniques that produce results in a fluid environment. Teams learn to improvise quickly and pull in ideas from other disciplines. They play improvisational jazz instead of classical music, and they have fun doing it! We can use the same tools to improve our personal lives and relationships.

So come stretch out of your usual routine! Learn how to improve both your organization and yourself.

Sonenshein holds a Ph.D. from the University of Michigan. He also has degrees from the University of Cambridge and the University of Virginia. He teaches organizational behavior, change and leadership.