Communications with Stakeholders: An Expert Panel Discussion Webinar (1.5 Hours)

Overview: 

This panel discussion from our popular SEC Conference features investor-relations experts, an audit-committee chairperson, SEC legal counsel, and an ESG specialist, who will discuss their recommendations and experiences for best practices relating to companies' communications with stakeholders, including:

  • Types of stakeholders
  • Means of communication
  • Problematic subjects
Objective: 

Learn best practices for communicating with stakeholders under a variety of circumstances.  Our panel of experts will show you what best to say—and, more importantly, what not to say.

.

Emphasis: 
  • What Do We Mean by “Stakeholders”?
    – Investors and shareholders
    – Employees
    – Customers
    – Suppliers
    – Regulators
    – Community
    – Activists and special interest
       groups

    – Industry associations
  • Types of Communication
    – Proactive/reactive
    – Crisis
    – Written
    – Verbal
    – Recorded video/audio
    – Formal/informal
    – Scripted/unscripted
  • Means of Communication
    – Form 8-K and other SEC filings
    – Press releases and media
       interviews

    – Earnings calls
    – Conference presentations
    – Social media
    – 1:1 investor/shareholder calls
    – Calls with regulators
    – Employee events and
       announcements

    – Community events
  • Considerations
    – Who is the audience?
    – What are the key message
       points?

    – What not to say
    – Is a response or follow-up
       required?

    – Should legal counsel be
       present?

    – Regulation Fair Disclosure
       requirements
  • Prickly Topics
    – Poor quarterly and mid-quarter
       earnings

    – Litigation
    – Regulatory actions, compliance
       violations

    – Executive, board member
       resignations, terminations

    – Accounting restatement
    – Shareholder and activist 
       proposals

    – Environmental, Social,
       Governance (ESG) matters
Bottom
Prerequisite: 

None.

Preparation: 

None.

Level of Knowledge: 

Update.

CPE Credit: 
1.50
NASBA Field of Study: 
Accounting