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Engaging Financial Institutions | Acting On Your Values

Date: Jun 12, 2025

Time:

Location: Zoom

Engaging Financial Institutions | Acting On Your Values Register

June 12, 2025 @ 8:00 am 5:00 pm UTC+0


We all want to make a difference—not just on an individual level, but by changing the bigger systems around us. As funders and wealth holders, we have a unique chance to influence financial institutions to keep their promises on important issues like climate change and equity. 

You don’t need to be an expert to take action. By using your voice and your activism, you can encourage transparency, accountability, and real change.

So, how do we do this when our values don’t align with our institutional partners? 

Join this discussion with Claire Trottier, Forward Global member, and Rosa van den Beemt, Head of Institutional Stewardship at Eclipx Family Office, to learn their approach to influencing institutional partners on key issue areas. 

They will provide practical insights on how to have these conversations effectively, at a critical time when many institutions are reconsidering their public commitments to social and environmental issues.

This hour-long session will be held on Thursday, June 12th @10AM PT | 1PM ET | 6PM BST. Please contact Donna@forward-global.org with any questions.