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Beecher Carlson Innovations - TopBoards™

Module 22:

Investor Relations and Shareholder Value - What the Board Should Expect from Senior Management

Effectively communicating with your investors is one of the most important tools for protecting and preserving shareholder value, and for avoiding costly and time-consuming litigation. It all starts with investor relations training. The goal of this training module is to inform the Board about what they should expect from senior management as it relates to investor relations. What is the strategy? Are the internal and external spokespeople selected and up to speed on all crucial issues? Is the messaging consistent across external and internal constituencies? A strong and strategic investor relations training program will serve the company well in good times and be a first line of defense in the bad times.
  • How and When is News Made Public
  • Managing and Updating the Messaging
  • The Thorny Question of Guidance
  • There is No Substitute for Education
  • Know the Regulators
  • Know the Rules of Disclosure
  • The Role of Internal and External Resources
  • When to Involve the Board in Shareholder Activities

Speakers

Anne Marie Fields Anne Marie Fields
Senior Vice President Lippert /Heilshorn & Associates New York, New York
Keith Lippert Keith L. Lippert
Partner Lippert/Heilshorn & Associates New York, New York
James W. Harris James W. Harris
President
Seneca Financial Group, Inc.
New York, New York
Adjunct Professor University of North Carolina at Chapel Hill’s Kenan-Flagler Business School