Frequently Asked Questions

We’re happy to answer any specific questions you have. Email kelli (at) or paul (at) to schedule a one-on-one.

Livable Future Workshop – important dates

2024 Workshop Series Dates:

January 20 – February 20, 2024 (Deadline to Apply: December 8, 2023)

April 6 – May 7, 2024 (Deadline to Apply: February 23, 2024)

July 13 – August 13, 2024 (Deadline to Apply: Friday, May 31, 2024)

September 28 – October 29, 2024 (Deadline to Apply: Friday, August 16, 2024)

Apply here.

Interested in learning more? Sign up for a 1-hour Workshop Q&A here.

What do recent participants say?

“In a world that is polarized and fractured, the Livable Futures Investing workshop offers a community that is kind and affirming, it is the nursery of fruitfulness.”

Alex Tee – Managing Director, Beneficial Returns

“a transformative experience that equips and inspires us to take the bold steps needed to change our investments towards a new economic reality.”

Anne Schankin – Director, Catholic Impact Investing Collaborative

“…this workshop has inspired me to think about ways to create (or join) a group of thinkers, who are interested in grappling with big questions/problems (and big out-of-the-box solutions).  A place where ideas can be screened, developed, and shared with people who might take tangible next steps.

Michael Nagy – Managing Director, Catholic Investment Services

a mind-blowing, visionary experience that opens up your mind, heart, and soul to mission-driven/impact investing.”

Jeff Rauenhorst – Board Member, Better Way Foundation

“What I am keenly aware of is that this course with all its various components, leaders and participants has imbued me with an energy and excitement I have not felt in a long while. I am also aware of a personal conversion seeing a much broader understanding of the institutional Church. This has lifted a long-standing burden of ecclesial despair.”

October 2022 Workshop participant

“This workshop was an opportunity to experience multiple perspectives on a subject that is critical to the mission of Catholic Social Teaching. Its inclusive approach allowed me to fully participate despite having little or no prior exposure to the subject matter.”

Fred Egler – Trustee, Mary J. Donnelly Foundation

exceptionally informative, thought provoking... provides spiritual and practical ways to align faith, mission, values, purpose with our day to day responsibilities and goals.”

Mike Wolohan – President, Wolohan Family Foundation

“I’m filled with a renewed sense of hope, resolve and possibility. I have also gained more clarity about my role in the broader and expanding ecosystem of faith-consistent investing. As the movement grows, so many want to start this journey and just don’t know how or where to begin or have gotten stuck or lost along the way. If I can be a resource to those who seek to invest from their mission and values while pursuing financial objectives take the next step (or help others to see that there is a way to invest from mission and values while pursuing financial objectives and take the first step), then I’ll be doing my most important work.”

Victoria Carrion – Impact Advisory, Portocolom Agencia de Valores

Why have others joined in the past?

Faith-first investing. Challenging mainstream economic paradigms isn’t easy. Bold investment changes grounded in faith teachings (like Catholic Social Teaching) can be even harder. Who are the others, like you, who seek to embrace and lead this hard work? How do you show up to make your contribution in light of what so many others are doing? We’ll wrestle these questions together in the workshop.

Journeying with others.  How do you meet others interested in this kind of work? How do you get feedback on your own ideas? How do you build buy-in and support from peer institutions for shared work? A growing group of leaders are creating a culture of ideas worth spreading, and collaborative actions worth doing together. This culture is at the center of the workshop experience.

Leadership. Are you seeking to grow as a leader, especially in your most important work? The workshop process will challenge you to regularly “ship” projects, give generous feedback, write, and learn from others – creating multiple opportunities for you to level up your leadership. 

What should I expect during the workshop?

Imagine you’re embarking on a mix of a spiritually-enriching retreat and an intellectually and organizationally-energizing conference. We encourage you to come with an open mind. The majority of participants balance busy work and family lives in addition to participating in the workshop, but it does take a commitment and a real desire to invest in your own leadership. 
While the synchronous time occurs over two meetings per week (Tuesdays & Thursdays in a time zone that works for you), we encourage you to plan for about 10 hours per week. Review the “Structure and Pedagogy” section of the workshop invitation document for more details.

Who are recent workshop alumni?

  • Ascension Investment Management
  • Common Spirit
  • Daughters of Charity
  • Mercy Investments
  • Raskob Foundation for Catholic Activities
  • Open Society Foundation
  • Conrad Hilton Foundation
  • Missionary Sisters of the Sacred Heart of Jesus
  • Franciscan Sisters of Mary
  • Catholic Impacting Investing Collaborative
  • Seventh Generation Interfaith 
  • … and more than 40 others

Workshop participants come from different roles and backgrounds:

  • staff and family/board members from foundations and family offices
  • a CIO from $50 billion investment office
  • a CFO of a $10M Catholic non-profit
  • treasurers and CFOs of religious congregations and dioceses
  • investment advisors and managers

What is the cost of tuition?

The cost of facilitation, coaching, books and materials for this workshop is $1500.

And we never want cost to be a barrier to participation – we invite you to pay what you can at a cost that is reflective of your economic realities and the value you gain from the connections and perspective inspired by the workshop.

What are the next steps?

Interested in learning more? Sign up for a 1-hour Workshop Q&A here.

Review the workshop overview

Apply here.

Interested in joining future workshops and gatherings? Sign up here.