I have put together this “Shareholder Engagement” Guide. Check it out! It covers these nine topics:

1. How to Ensure Those on Your Engagement Team Will Stay the Course
2. Most Important Word in Persuasion?
3. Practice Your Smile
4. How to Handle Unexpected Questions (This is the “Biggie”)
5. What Should You Say to Investors When There’s Nothing Pressing
6. How to Land a Meeting with an Investor Who Doesn’t Want to Meet
7. 7 Tips for the Best Engagement Appearance You Can Pull Off
8. One Thing NEVER to Do When Engaging with ISS
9. A Few Things NEVER to Do When Engaging with Institutional Investors

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Photo of Broc Romanek Broc Romanek

As a strategist for the firm’s Corporate & Securities practice, Broc Romanek has a deep understanding of the regulatory and environmental, social, and governance (ESG) marketplace. Prior to joining Perkins Coie, Broc served as editor at TheCorporateCounsel.net, CompensationStandards.com, and DealLawyers.com, where he oversaw…

As a strategist for the firm’s Corporate & Securities practice, Broc Romanek has a deep understanding of the regulatory and environmental, social, and governance (ESG) marketplace. Prior to joining Perkins Coie, Broc served as editor at TheCorporateCounsel.net, CompensationStandards.com, and DealLawyers.com, where he oversaw and managed coverage on issues related to ESG, corporate governance, executive pay, deals, and market trends and analysis.

In addition to his nearly two decades of working as a journalist and publisher, Broc served as assistant general counsel at a Fortune 50 company, worked in the Office of Chief Counsel of the U.S. Securities and Exchange Commission’s (SEC) Division of Corporation Finance, was a counselor to former SEC Commissioner Laura Unger, and worked in private practice. He also is the author, or co-author, of four legal treatises, and has authored several books focused on the legal industry.