Course objective: By the end of this course, you will be able to:

• Explain the rationale, objectives, and benefits of shareholder management
• Identify and assess your key shareholders and their characteristics, preferences, and concerns
• Apply the relevant frameworks, models, and indicators of shareholder management
• Develop and propose feasible and effective shareholder engagement strategies and plans
• Use and manage various tools and platforms that facilitate and promote shareholder communication and feedback
• Communicate and collaborate effectively with various shareholders on shareholder management issues
• Negotiate and resolve shareholder conflicts and disputes
• Monitor and evaluate the outcomes and impacts of shareholder management

• Enhance your knowledge and skills in shareholder management and related disciplines
• Develop your critical thinking and problem-solving abilities in shareholder management matters
• Boost your confidence and credibility as a shareholder management professional or aspiring leader
• Expand your network and opportunities with other participants and experts in the field

Earn a certificate of completion from a reputable institution

Five days course outline:

Day 1: Introduction to Shareholder Management

• What is shareholder management and why is it important?
• The history and evolution of shareholder management
• The main types and methods of shareholder management
• The sources and types of shareholder management regulation
• The role and impact of shareholder management on company performance and society

Day 2: Shareholder Identification and Analysis

• The role and importance of shareholder identification and analysis in shareholder management
• The types and sources of shareholder information and how to access and analyse it
• The process and techniques of shareholder identification and segmentation, such as stakeholder mapping, shareholder register, and shareholder profile
• The best practices and challenges of shareholder identification and analysis
• The case studies of shareholder identification and analysis, such as Apple, Tesla, and Unilever

Day 3: Shareholder Engagement Strategy and Plan

• The role and importance of shareholder engagement strategy and plan in shareholder management
• The types and objectives of shareholder engagement, such as information, consultation, collaboration, and empowerment
• The process and techniques of shareholder engagement strategy and plan, such as shareholder analysis, engagement matrix, engagement calendar, and engagement budget
• The best practices and challenges of shareholder engagement strategy and plan
• The case studies of shareholder engagement strategy and plan, such as Starbucks, Netflix, and Coca-Cola

Day 4: Shareholder Communication and Feedback

• The role and importance of shareholder communication and feedback in shareholder management
• The types and modes of shareholder communication and feedback, such as annual report, investor presentation, shareholder meeting, and shareholder survey
• The process and techniques of shareholder communication and feedback, such as communication plan, communication channel, communication message, and communication evaluation
• The best practices and challenges of shareholder communication and feedback
• The case studies of shareholder communication and feedback, such as Amazon, Microsoft, and McDonald’s

Day 5: Shareholder Conflict and Resolution

• The role and importance of shareholder conflict and resolution in shareholder management
• The types and sources of shareholder conflict, such as shareholder activism, shareholder litigation, and shareholder dissent
• The process and techniques of shareholder conflict and resolution, such as conflict diagnosis, conflict prevention, conflict management, and conflict resolution
• The best practices and challenges of shareholder conflict and resolution
• The case studies of shareholder conflict and resolution, such as Facebook, ExxonMobil, and Procter & Gamble

To enhance learning and practical application of concepts, the training course will use a combination of interactive lectures, case studies, group discussions, practical exercises, and real-world examples. Participants will also get the chance to collaborate on group projects and create action plans adapted to the needs of their respective organizations.