Charlotte, NC | November 17, 2026
Curious about impact investing but not sure where to start? This hands-on workshop is designed for evaluators who want to understand the basics of impact investing, learn how evaluation fits into the investment process, and explore new opportunities to work in this growing field. Together, we'll demystify the language of finance, introduce practical impact measurement tools, and work through real-world examples so you can leave with new skills, useful resources, and greater confidence engaging with investors, foundations, and social finance organizations. Whether you're simply curious or actively looking to expand your practice, you'll walk away ready to bridge the worlds of evaluation and impact investing. The workshop will be co-taught by advanced practitioners Courtney Bolinson (Head & Heart Evaluation) and Laura Budzyna (Beyond Measure), two women who have worked across the impact investing ecosystem and are leaders in the effort to bridge evaluation and impact investing. Register today and join us in Charlotte on November 17.
What to Expect-
This is more than just a lecture. You'll spend the day engaging in discussions, working through real-world examples, and applying new concepts alongside other evaluators.
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Learn from two experienced practitioners and who have worked across the impact investing ecosystem and know how to translate complex concepts into practical, accessible tools.
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Whether you're completely new to impact investing or already exploring the field, you'll find a welcoming space to ask questions, experiment with new ideas, and learn from your peers.
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You'll leave with worksheets, templates, curated resources, and a framework you can adapt for your own projects and clients.
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Everything we cover is grounded in practice. You'll work through realistic cases and leave with ideas you can immediately apply in your evaluation work. Our goal is for you to leave not just understanding the concepts, but feeling confident using them.
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Meet evaluators who are also interested in impact investing, exchange ideas, and begin building relationships with others exploring this growing area of practice.on
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Learning doesn't end when the workshop does. Participants will receive access to workshop materials and follow-up resources to help continue building their confidence and skills after the event.
Agenda for the Day-
We'll start with the fundamentals: what impact investing is, who the key players are, how investments are made, and where evaluation fits in. You'll leave with a clear understanding of the field and the language used by investors.
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Learn about practical tools and approaches used to measure and manage impact throughout the investment process. We'll introduce real-world examples and discuss how these differ from—and build on—traditional evaluation approaches.
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Lunch will be provided.
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Working in small groups, you'll apply what you've learned to a realistic impact investing case. Together, we'll design an impact measurement approach, explore common challenges, and receive feedback from peers and facilitators.
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We'll wrap up by discussing how evaluators can work effectively with investors, foundations, and social finance organizations. You'll leave with ideas for positioning your skills, finding opportunities, and continuing your learning in this growing field.
meet your instructors
Courtney Bolinson
Courtney is the founder of Head & Heart Evaluation and an impact measurement and management consultant with more than a decade of experience working across the impact investing ecosystem. She loves helping people bridge the worlds of evaluation and finance, making complex concepts practical, engaging, and actionable.
Laura Budzyna
Laura is an evaluation consultant specializing in impact measurement and management for organizations creating social and environmental change. She enjoys helping leaders turn data into learning and decisions, and is known for making technical concepts approachable through thoughtful facilitation and visual storytelling.
Still have questions? Reach out anytime.
If you’re feeling ready, go ahead and register for the workshop.
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