Join peers and get insight from board members, investors and experts on Shareholder and Stakeholder Engagement and Disclosure

Register For Session – Shareholder and Stakeholder Engagement and Disclosure

November 5th, 11-12:30 pm EDT

Register For Full Certificate Program – Non-Board Members

Nov 12th – Apr 28th, 2020

Register For Full Certificate Program – Board Members

Nov 13th – Apr 29th, 2020

Why You Should Attend This Session

• Gain practical insight into effective engagement and disclosure strategies

• Receive summarized critical insight in pre-course videos, readings, a case study and a 90-min interactive session

• Join from anywhere to hear the experience of sought-after speakers 


  • Determining the material issues to manage and communicate to shareholders and stakeholders
  • The rise in shareholder activism proposals and how the proxy season impacts companies and boards
  • Engagement strategies before the proxy season and beyond – consistent messaging
  • The most commonly-used standards and frameworks including Integrated Reporting (IIRC), Climate Reporting (CDP, CDSB), SASB, GRI, UN Global Compact, SDGs, etc.
  • SOX (Sarbanes-Oxley Act) and Stock-exchange requirements
  • What are the future trends in reporting?

Receive the Following Preparation Materials

  • An Insight Video – Featuring clips from our interviews with global leaders 
  • A Guest Speaker Video – Hear from Allen White, Vice President and Senior Fellow, Tellus Institute, Co-Founder and Former CEO, the Global Reporting Initiative (GRI)
  • A Podcast – Hear from William Jannace – Senior Counsel, Ross PLLC, Expert Witness, The Bates Group, and Former Director, American and New York Stock Exchanges and FINRA
  • A case study to be discussed with peers during the session
  • Recommended readings, reports, frameworks, tools, etc.
  • A list of questions to help you understand and evaluate whether management’s approaches appropriately consider the changing risks and opportunities

* Those attending select sessions are not eligible for the Competent Boards Certificate. Should you attend 8+ sessions you can receive the certificate for an additional fee.