What the Board Wants to Know vs Needs to Know?

Monday, June 11, 2018 | 4:20PM - 5:20PM | Room: Margaux 2  |   Concurrent Round 3

 |  Glen Tellock | Matthew Paull | Wendy Webb | Victoria Sivrais |

The investment community landscape is undergoing disruptive changes – the rise in passive investing and shareholder activism, the shrinking sell-side, and the increasing demand for interaction with board members. Boards of Directors want a deeper understanding of their company’s investor relations efforts, including investor messaging, shareholder engagement strategies, and ultimately, value creation opportunities for shareholders. As a result, Board-level reporting is becoming more sophisticated. What do Directors want to know, and what do they need to know? Hear from Board members and senior management on the types of reporting that is most valuable, topical areas where they feel under-briefed, and the interactions with IR professionals they find the most insightful.

Learning Objectives: 
  • Understand the best ways to interact with BODs around topical areas rather than just quarterly reporting
  • Better understand motivations/interest of BOD questions and how IR professionals can get ahead of key topics
  • Explore the growing interest of shareholders in communicating with BOD members – best practices, actual practices, IR’s role in guiding, as well as keeping them updated on investment community views and evolving trends