Katie Richards’ Post

Reflections below from Mathilde Houet Weil on the recent #IFSEAConference2024, focusing on the key issues faced by #SeniorExecutives and #Founders. Watch out for further content and events, and find out more about #IFSEA membership, at www.ifseanetwork.com. 

☕ AGM Debrief: Big Yellow Self Storage. Back in the summer, our Investor Relations expert, Morten Singleton MBA, ACA, BFP, BA, attended the Big Yellow AGM and gave us his review. He gave the AGM two ☕ TEA cups due to a lack of clear information and it being a very short AGM. The company did answer Morten's question and the company secretary and chair were willing to interact following the session. Attendance was low, which Morten believes could have been improved with the meeting being hybrid. instead of in-person only. 📣 NOTICE: If you're interested in learning more about AGMs and how to attend them constructively, please drop us a DM! #InvestorEngagement #AGMs #BigYellow #RetilInvestors #TheEngagementAppeal #AGMDebrief #TEA #TheEngagementAppeal #AGMs #FinancialLiteracy #FinLit #RetailInvestors #IndividualInvestors #EngagedInvestors

Wegner becomes new CEO for IIA. As CEO, Kirsten Wegner will be expected to work with the IIA’s 17 member firms as well as its board of directors, to lead its strategic public policy and communications initiative https://lnkd.in/e_BYZUQ6 #fundadmin #Custody

Great client conversations have never been more vital: Being brilliant at what we do doesn’t always equate to being brilliant at exploring a client’s wider business outside the assignment on which we are currently working. Firms are now realising the key to unlocking the next step is the ability to be able to have great client conversations. Here's Paul Matthews and John Monks in the new issue of the PSMG LLP magazine 'Centrum'. https://lnkd.in/eG9rS3Wx #clients #clientconversations

Wegner becomes new CEO for IIA. As CEO, Kirsten Wegner will be expected to work with the IIA’s 17 member firms as well as its board of directors, to lead its strategic public policy and communications initiative https://lnkd.in/eSGpfZPy #fundadmin #Custody

Discover why investor support for nominating and governance committee chairs is weakening and how to generate more investor engagement in this new article for NACD (National Association of Corporate Directors), written by our own Richard Fields: https://lnkd.in/eXjMpb5A #BoardsOfDirectors

Amy M. Sampson and I shared some thoughts with NACD's membership detailing how NomGov chairs have become the punching bags of the board. The list of reasons to vote against those board leaders is likely to grow in future years; make sure you and your boards are ready by reading the brief article and reviewing the linked NomGov Vulnerability Tracker. #corpgov #boards #boardeffectiveness

advisory about jws

💫Responsible business. It’s built on integrity. It's a force for good.💫Dr Jeremy Chapman, winner of the SJP Responsible Business of the Year Award in 2023, emphasises how integrity is a guiding tool for building trust, aligning actions with core values, and driving long-term positive impact. What strategies do you think are important for cultivating integrity? Explore his frameworks for cultivating integrity and discover the impactful work of the St. James’s Place Foundation here: https://ow.ly/6Qs550UHAPb #SJPAcademy #AdviserStories #FinancialAdvice

There is certainly change in the air… and that can be unnerving! Our unrivalled #EventsCharter gives us unprecedented access to the feedback and concerns of thousands of #GRC colleagues across the UK. We have collated their debates into one document, the #LutineBellAnnualReview, giving a concise picture of the GRC sector now, along with predictions on how things could change over the coming months – whichever way the political pendulum swings. Read the full Lutine Bell Annual Review 2024 here: #risk #legal #finance #internalaudit #compliance