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Posts in category: Open House

Thanks for joining our conversation about better communication in the financial field.

We want to know what you know. Have a look at our sample library, check out some of our research, or just scroll down to see our latest thoughts about financial communication. Want to contribute to the conversation? Drop us a line. 

New Rules for Shareholder Reports?
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…
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Fall 2020 Client Summit
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…
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Fall 2020 Presentations Summit
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…
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