Investor & Board Communications

I have prepared materials and presented to numerous boards across multiple industries. I understand the dynamics and stakes and what it takes to help executives articulate their message clearly to diverse governing bodies.

• Created and advised C-suite leader Board of Director Presentations for Caterpillar, Dominion Energy, National Security Agencies, United Service Organizations and various health systems

• Created and contributed to numerous Board of Director update collateral from newsletters to video updates across multiple industries

• Advised/composed C-Suite quarterly earnings call remarks for Caterpillar and Dominion Energy

• Key contributor and editor for high-stakes corporate collateral, from ESG-centric products like Climate Reports for activist investors to annual reports for non-profits like The USO and CommonSpirit health system