Prime Time for Directors – Board Shareholder Engagement: What You Need to Know

This program will provide an overview of best practices and practical advice for directors looking to create and implement an effective shareholder engagement program. As a board director, learn what you should be asking, why and when as well as when and how to participate, along with other important best practices. 

From the company perspective, shareholder engagement is an opportunity to build relationships and trust with institutional holders and for independent directors to contribute their leadership and oversight perspective to the process. From the investor perspective, the goal is to exercise their fiduciary responsibility in protecting the value of their clients’ assets by engaging with management and the board on topics ranging from strategy to governance to risk oversight.

This discussion will be moderated by Dick Poladian, and experience lead and board director with guest speakers, Chris Mitchell, an experienced director, and Moira Conlon, a communications professional, all of whom have been through this process many times. 

Speakers

Moira Conlon

Founder & CEO, Financial Profiles

Moira Conlon is the founder and CEO of Financial Profiles, a strategic communications firm that helps companies create value through effective communications with all stakeholders. Over her 30-year career, Moira has provided communications strategy and...

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M. Christian Mitchell

Senior Advisor, Marshall & Stevens

Mr. Mitchell has over forty-five years of experience advising investors, federal regulatory agencies, senior management, and corporate boards of directors on financial reporting, risk management, valuation, governance, regulation, capital markets, and mergers and acquisitions. He is a seasoned and recognized corporate...

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Moderator

Dick Poladian

Director, Lowe Enterprises, Inc., Public Storage, Occidental Petroleum Corporation, Western Asset Management Funds

Dick Poladian is a shareholder, director and advisor for Lowe Enterprises, Inc., a diversified national real estate and hospitality investment, development and management firm. From 2002 – 2016, Dick was the Chief Operating Officer, shareholder and director for Lowe Enterprises, Inc. From 1974 – 2002, Dick was a Partner for Arthur Andersen LLP, and the Managing Partner of the Pacific Southwest Region...

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