August 18, 2021

Board Meetings: Are You Returning to In-Person?

August is a often a busy time for board meetings. While everybody is eager to get back to “normal,” a few folks have told me that their careful plans to resume in-person meetings are getting thrown by the wayside due to the latest Covid surge. This recent straw poll from Financial Advisor IQ is focused on the wealth management field, but says that 38% of professionals are currently rethinking in-person business meetings – and 14% never resumed them in the first place.

Remember that we’re running a “Quick Survey” on board meeting health protocols – here are the results to-date. Please take a minute to participate!

Liz Dunshee