annual-meetings
Preparing for a company’s first annual meeting

Case Study: Preparing for a company’s first annual meeting

Situation

An investment management firm was preparing to hold an annual meeting to discuss the company’s performance during the 2008 recession. Management had previously handled investor communications on a private basis and had never held a large investor annual meeting.

Solutions

  • All members of the executive team received one-on-one coaching to refine the content and delivery of their individual presentations
  • The slides were evaluated for readability and consistency with the spoken presentations; slides were eliminated to reduce visual clutter
  • A dress rehearsal was conducted to ensure a smooth flow of the entire meetings and to practice transitions between segments and speakers

Results

  • Investor confidence was maintained – and strengthened – during a very difficult market period
  • The firm’s executive team, which was unaccustomed to presenting to large groups, built confidence in themselves as leaders
  • Fears of public speaking were reduced
  • The firm willingly held additional investor meetings due to the success of the initial event, thus increasing the quality and quantity of their communication with key investors
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