Welcome to my second annual blog on the best use of humor at global annual meetings across investment, private equity, and financial services. (For the first blog from 2025, click below) https://www.linkedin.com/pulse/eight-moments-got-big-laughs-annual-investor-meeting-sjrme/ As always, I spent most of May with some trusted colleagues, helping with speaker coaching for their annual investor meetings. After the coaching, whether for solo presenters, pairs, or business‑unit groups, we’re often onsite for the dry run and the event itself, timing
Tips for Leading Effective Meetings
Our coaching team appreciates the challenge of masterminding the right mix of talent, personalities, and action items.
Fortunately, easy tweaks often go a long way to enhance comfort, participation, and awareness of nuances in a team member’s behavior.
Recently, I worked with a senior leader in financial services who felt it was his responsibility to control the agenda and results of all meetings; in fact, he considered it part of his job. He was baffled that his group was quiet, rarely initiated topics, didn’t show passion regarding action items, and only engaged in small talk after the meeting.
He asked me how he could change the situation. Our team of communication experts developed easy-to-apply key strategies to help this and other clients develop more productive teams.
We advised:
Try out these suggestions, and your team meetings will be more engaging, valuable, and productive!
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Welcome to my second annual blog on the best use of humor at global annual meetings across investment, private equity, and financial services. (For the first blog from 2025, click below) https://www.linkedin.com/pulse/eight-moments-got-big-laughs-annual-investor-meeting-sjrme/ As always, I spent most of May with some trusted colleagues, helping with speaker coaching for their annual investor meetings. After the coaching, whether for solo presenters, pairs, or business‑unit groups, we’re often onsite for the dry run and the event itself, timing
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