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.
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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