Director-Shareholder Engagement
The Conference Board uses cookies to improve our website, enhance your experience, and deliver relevant messages and offers about our products. Detailed information on the use of cookies on this site is provided in our cookie policy. For more information on how The Conference Board collects and uses personal data, please visit our privacy policy. By continuing to use this Site or by clicking "OK", you consent to the use of cookies. 

Practical Advice for Constructive Conversations

Traditionally, corporate board members played a limited – and only occasional – role in discussions with investors. But now investors expect to hear from independent directors on the board’s oversight of ESG issues.  And companies are recognizing that involving their directors in discussions with investors can have significant near-term and long-term benefits.    

In this podcast, Paul Washington, Executive Director of the ESG Center, speaks Bill Ultan, Managing Director at Morrow Sodali, to discuss what’s happening, why, the do’s and don’ts of effective engagement, and how both directors and investors can make their engagements as constructive as possible.  As more companies involve their directors in shareholder engagement, they should do so with a clear purpose in mind and ample preparation beforehand.

Additional resources:

Six Ways Boards Can Prepare for a Challenging Proxy Season

2022 Proxy Season Preview and Shareholder Voting Trends

Evolving Trends in ESG Disclosure: Morrow Sodali Q&A with Maryann Waryjas

Lighthouse – March 2022 Edition

 Director-Shareholder Engagement

Listen/subscribe on

Practical Advice for Constructive Conversations

Traditionally, corporate board members played a limited – and only occasional – role in discussions with investors. But now investors expect to hear from independent directors on the board’s oversight of ESG issues.  And companies are recognizing that involving their directors in discussions with investors can have significant near-term and long-term benefits.    

In this podcast, Paul Washington, Executive Director of the ESG Center, speaks Bill Ultan, Managing Director at Morrow Sodali, to discuss what’s happening, why, the do’s and don’ts of effective engagement, and how both directors and investors can make their engagements as constructive as possible.  As more companies involve their directors in shareholder engagement, they should do so with a clear purpose in mind and ample preparation beforehand.

Additional resources:

Six Ways Boards Can Prepare for a Challenging Proxy Season

2022 Proxy Season Preview and Shareholder Voting Trends

Evolving Trends in ESG Disclosure: Morrow Sodali Q&A with Maryann Waryjas

Lighthouse – March 2022 Edition

Return to podcast series

Experts in this series

Join experts from The Conference Board as they share Trusted Insights for What’s Ahead™

Paul Washington

Paul Washington

President and CEO
Society for Corporate Governance

Read Bio

William Ultan

William Ultan

Managing Director – Corporate Governance
Morrow Sodali

Read Bio

Episodes

View more episodes

Other Related Resources

✕
hubCircleImage