Director-Shareholder Engagement
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ESG NEWS AND VIEWS

Director-Shareholder Engagement

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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 Governance & Sustainability 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

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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 Governance & Sustainability 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

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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 Governan…

Read Bio

William Ultan

William Ultan

Managing Director – Corporate Governance
Morrow Sodali…

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Episodes

  • Surviving a Near-Death Experience: Lessons on Resilience

    ESG News and Views / 11 Apr 2023

    Part 2: Paul Washington Speaks with Geralyn Ritter about surviving a near death experience and lessons on personal resilience.

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  • Surviving a Near-Death Experience: Lessons on Resilience

    ESG News and Views / 11 Apr 2023

    Part 1: Paul Washington speaks to Geralyn Ritter about surviving a near death experience and lessons on personal resilience.

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  • The Role of the Board & C-Suite in Addressing Health Equity

    ESG News and Views / 24 Feb 2023

    In this podcast, Paul Washington speaks with Dr. Jay Bhatt and Dr. William Payne about health equity.

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  • How to ESG: Preparing for ESG Disclosures

    ESG News and Views / 10 Nov 2022

    Merel Spierings speaks with Andrew Fowler, Partner at the law firm of Hughes Hubbard & Reed about how companies can prepare for upcoming disclosure requirements

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  • Hurricane Ian: Lessons from Past Disasters

    ESG News and Views / 07 Oct 2022

    In this podcast, Patty McIlreavy, Lindsay Beltzer and Jeff Hoffman discuss the impact of Hurricane Ian.

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  • What does the C-suite Actually Think of Their Boards?

    ESG News and Views / 23 May 2022

    What's driving the gap between board performance and expectations?

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View more episodes

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