Tips and Tricks for a Smooth Virtual Meeting
and Opening the Door to the Retail Shareholder
| Please join us at 12:00 pm Eastern on Thursday, February 16th for our first Café Chat of 2023. We will be joined by Scott Kindle, Strategic Account Sales Manager, as well as several of his colleagues, from our Silver Level Sponsor, Mediant, who will be leading the discussion on how to organize and conduct successful virtual meetings as well as how to better engage with retail shareholders. As the world continues to recover from the global pandemic, what changes and trends in virtual meetings that developed or accelerated during this time are likely to stay? And, as shrinking trading fees, the proliferation of trading apps and the influence of social media, especially among younger generations, continues to drive growth in retail investing, how do issuers effectively engage with these investors, many of whom are novices? The discussion will cover: - No virtual meeting is the same - options to consider that will fit your specific needs
- Pros / cons of virtual-only vs. hybrid
- Streamlining responses from retail investors
- Using technology to customize messaging to your retail investors
Register As always, we encourage and welcome your feedback. Come prepared to share questions or those topics of greatest interest to you, or please feel free to email me at rfupdegraph@gmail.com if you'd prefer. We look forward to your attendance. Take care, Becky Vice President, Interim Chair, Professional Development & Chair, Café Chats; Past President
NIRI Virtual Chapter Note: Zoom access details to be provided after registering. |