The Small-Cap Institute’s “A Step By Step Approach to Avoiding Common Mistakes When Board Members Engage with Shareholders,” which touts valuable contributions from Society member, Gunster Securities and Corporate Governance practice chair Bob Lamm, provides sound guidance to small caps on the do’s and don’ts of investor engagement. Among other salient topics, coverage includes how to determine which director(s) should represent the board, who should attend the meetings, how to prepare, when to decline a meeting, and follow-up/through.
Access additional resources on our Shareholder Engagement page.
This post first appeared in the weekly Society Alert!