News & Analysis

Dos and don’ts for your online AGM

Organizing your virtual AGM or not satisfied with your last one? A placement agent who's been attending them gives you a checklist to help it live up to the real thing.

By
Graham Bippart
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AGMs are delicate performances, and the pandemic is quite a wrench to throw into organizing one. To that end, private placement agent Monument Group’s Lori Campana has been attending GPs’ virtual annual general meetings, and she has some helpful tips on how to prepare for and conduct them.

Campana breaks it down into the “three Ps”: programming, process and preparation. And she provides a GP checklist for each.

Email prepared by Graham Bippart