The Role Forward: A Strategic Finance Podcast cover image

The Role Forward: A Strategic Finance Podcast

Board and Investor Communications Q&A with XYZ Capital, Spiff, and Mosaic

Jul 17, 2023
Industry leaders discuss board management, investor communications, and strategies for keeping the board up to speed. Emphasis on storytelling in board meetings, CFO's attention to detail, and building relationships with board members. Insights on board reports and using templates for effective communication. Valuable advice for businesses on improving board management and investor communication strategies.
54:36

Podcast summary created with Snipd AI

Quick takeaways

  • Pre-reading materials in board meetings allow for more strategic discussions and meaningful dialogue.
  • Building relationships outside the boardroom through regular communication fosters strong rapport with investors.

Deep dives

The importance of the pre-read in board meetings

The speaker emphasizes the significance of the pre-read in board meetings, stating that simply reading the slides during the meeting is not strategic. Pre-reading materials allow the board members to digest the content, ask questions, and engage in more strategic discussions. Affording the board the space and time to have meaningful dialogue is key.

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