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📢 Effective shareholder engagement is key to building trust and alignment with your stakeholders! In our latest article, we dive into how clear communication can strengthen these relationships, especially during times of crisis or change. 💬 Discover strategies for maintaining transparency, fostering two-way dialogue, and how Governancepedia is empowering companies to keep their shareholders informed and engaged. 🔑 👉 Read the full article now! https://lnkd.in/e7j-5-g4 #ShareholderEngagement #CorporateGovernance #BusinessStrategy #StakeholderTrust #Transparency #Governancepedia #CommunicationMatters #BusinessLeadership #InvestorRelations #GovernanceBestPractices

Learn from Cooley LLP on how a well-structured shareholder engagement program can benefit your company's governance practices on The Governance Beat at the link below.

Companies are increasingly prioritizing investor relations (IR) management to foster shareholder loyalty. On average, CEOs dedicate 15 days per year to IR activities—a significant commitment given their extensive responsibilities. Despite these efforts, shareholder loyalty in invested firms has been declining. In the following HBR article, I argue that this decline stems from companies often failing to understand their shareholders as deeply as they understand their customers. By actively conducting shareholder profiling—similar to customer profiling—companies can gain insights into investor preferences and develop tailored engagement strategies to build and strengthen shareholder loyalty. https://lnkd.in/e5uRzkMn

Elevate your organization’s success with strong Corporate Governance! Discover how effective governance can boost stakeholder confidence, minimize mismanagement, and enable your company to raise capital efficiently. Our Corporate Governance course is designed to help you understand the tools and principles that drive sustainable growth and brand development. Unlock the potential of your organization with best practices that ensure transparency, integrity, and long-term success. Sign up today and take the first step towards building a reputable and thriving business. 🔗 Register here: https://lnkd.in/gKic2VqM #KnowlesTrainingInstitute #CorporateGovernance #BusinessSuccess #LeadershipGrowth #StakeholderConfidence #EfficientManagement #BestPractices #RaiseCapital #BrandDevelopment #BusinessLeadership #GovernanceMatters #BusinessStrategy #FutureLeaders

Families also need to have an owners’ mindset, which is distinct from the operators’ mindset. To have an owners’ mindset you need to gain altitude on your business and investments, and be good at making five kinds of owner-level decisions (or bets): - Setting the owners' Strategic Vision for what they want to achieve and own with their jointly-held assets - Good bets on Capital Investments (including when to exit bad capital investment bets) - Good bets on key People (including when to change people in key roles) - Setting, protecting, and adjusting the Culture that is key to the family enterprise's success - Designing the right Governance for the family enterprise so decision-making structures and processes are effective https://lnkd.in/eZ9BjNx

Best Practices for Compelling Equity Engagement Enhancing shareholder experiences is paramount for fostering trust, driving value creation, and sustaining long-term growth. Here are five best practices for creating compelling equity engagement 👋 Communication Excellence Clear, transparent, and timely communication is essential for providing shareholders, especially #NextGens, with relevant information regarding company performance, strategic direction, and governance practices. 🤝 Interactive Engagement Facilitating opportunities for shareholders to actively participate in decision-making processes, such as #proxyvoting, or providing feedback on corporate initiatives, promotes a sense of ownership and inclusivity. ✍ Transparency in Governance Demonstrating integrity and accountability through transparent #governance practices enhances shareholder trust and confidence. Providing visibility into decision-making processes and structures fosters transparency and strengthens shareholder relationships. Check out Issue 9 of Governance Insights for the final two! Link in the comments 👇 -- #Insights #CFOInsights #familybusiness #privatebusinesses  #EquityManagement #CapTableManagement #ShareholderPortal #ShareholderRelations

Understanding Shareholder Management Conflict: Causes and Resolutions In many organizations, conflicts between shareholders and management (agents) arise due to differing interests. Shareholders aim for long term value and growth, while management may focus on short term goals or personal incentives. This misalignment can lead to trust issues and operational inefficiencies. However, these conflicts can be resolved by: -Implementing stronger governance structures. -Aligning management compensation with shareholder value. -Increasing transparency and communication. -Encouraging shareholder engagement in decision making processes. How can companies best balance the interests of both parties to drive sustainable growth? What do you think?

As we look toward the future, board governance is more important than ever for business owners who want to scale, navigate change, and stay ahead. 🚀 In today’s fast-evolving landscape, boards aren’t just about oversight; they’re strategic partners in shaping the direction of your business. Here’s what to keep in mind: 1️⃣ Diversity of Thought: As businesses face new challenges, boards need fresh perspectives. A diverse range of experiences, backgrounds, and ideas helps businesses stay adaptable and innovative. 2️⃣ Technology Integration: With tech driving almost every industry, boards must be well-versed in digital trends and understand how to leverage technology for growth, security, and competitive advantage. 3️⃣ Sustainability & Social Impact: The future of business governance will demand greater accountability on sustainability. Businesses must align with social and environmental goals that matter to customers and stakeholders. As a business owner, it’s important to ask yourself: Is my board prepared for the future? Are we leveraging new trends to enhance governance and lead the company in the right direction? If you’re building a board or evaluating your current one, how do you plan to position it for long-term success?

✨ Elevate Your Board's Performance Now! 🚀 Seize the opportunity for breakthrough insights! Click the link to get acquainted with the founder revolutionizing board functionality and efficiency: https://lnkd.in/g9jqRkwQ Unearth how cutting-edge approaches are reshaping the way boards operate. Our feature dives into the minds behind the innovative practices enhancing corporate governance efficiency. hashtag #corporategovernance #efficiencyinnovation #corporateleadership

Condensed from Boardroom INSIDER for December... DISCLOSING YOUR BOARD SKILLS MATRIX TO INVESTORS We’ve offered articles on how to develop your board matrix... but after you’ve tallied up your board’s talents, what then? Most domiciles that call for your board to catalog its talent also require you to disclose the findings in some version to investors and the wider public. How do you best pitch your board skills matrix to make it an investor relations win? [] Remember a matrix actually encompasses several related elements. First, what core competencies has the board identified as being valuable in its governance role? Next, what are the core competencies in your current board line up? Then the obvious next question – how do the two compare? “If you describe a particular skill, what is its relevance to the business?” asks Susan Choe, a senior managing director with proxy relations advisor Sodali.  [] Realize that disclosure of your board’s skills and qualities lays them out to an audience of tough, often skeptical critics. You may tend to over value themselves – activists won’t. Choe notes that one service Sodali offers corporate clients is a reality check on their board matrix. “What are the relevant skills, and are they rudimentary, or expert?” No, that one-hour tech webinar you completed doesn’t make you an AI pro. [] A board skill matrix with vague, broad headings (strategy, leadership, finance, and such) makes it easy for seasoned business folks to check themselves off for everything. If nine out of ten directors can tick a “Strategy” box, your definitions need work. Observers will expect your matrix to pin down levels and specifics of claimed skills, and that you can back up these claims. [] If something seems awkward in your disclosure, it probably will look that way to the public. Diversity by gender, race, age, tenure and so on will be closely studied. A board of 12 older white guys named George just won’t cut it today. [] To gain the most investor bang for your matrix disclosure, learn what their priorities and hot buttons are. Your investor relations staff is the obvious conduit for such insights, but Choe adds “talk to the CEO, other management, your engagement team, and passive money managers.” Company legal and HR can chip in as well. [] Final matrix disclosure tip – Choe finds that corporations are letting all the cool new digital design tools overwhelm what should be a fairly simple chart. “They tend to overdo it with lots of infographics now. Less is more.”  #governance #corporategovernance #boardsofdirectors #investorrelations #IR #corpgov #disclosure Susan Choe