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Before 2020, the words “remote work” called to mind the image of a freelancer toiling away at home in her pajamas. A virtual environment was considered best suited for independent workers, not large companies. The pandemic changed all that. Suddenly, we all were working from home. Has it been disruptive? Absolutely, especially for companies…
Over the past year, ESG investing has captured our attention. Specifically, we’ve been focused on exploring the challenges communicators face when talking about it to investors. We’ve found the topic so interesting – and complex – that we launched a three-part series of papers on the subject.  So far, we’ve talked about the lack…
In September 2020, the SEC proposed changes to shareholder reporting requirements. For the most part, the proposed changes are the SEC’s attempt to become more modern – and we’re all for making reports shorter, simpler, and easier to read. However, we see one meaningful risk in the changes that…
Financial communicators are tasked with producing valuable, accurate content. They’re also increasingly being asked to push out highly customized deliverables in a shorter timeframe, leading to a need for new processes and systems to create efficiency for their teams. For our Fall 2020 Client Summit, we asked communicators from…
Keeping an audience’s attention is challenging – and it’s even more difficult in a post-Covid world. Many financial communicators are grappling with adapting their presentations for a virtual environment and creating value for attendees. In our October 2020 event, we asked Kris Detwiler, CFA, CPA, to share some of…
What makes a compelling presentation? You asked us that question earlier this year, and we thought, who better to talk to than our excellent colleague, Kris Detwiler?   Kris Detwiler, CFA, CPA, is a financial content and marketing expert with a particular focus on helping companies improve presentations. She’s…
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