“Think one to three pages for each topic being discussed where you're highlighting the key points, the important takeaways, highlighting the key risks.”

“Every speaker that's coming to the audit committee or the boardroom, try to remember to include their bios. You don't want to waste valuable time during the board meeting going through their backgrounds.”

“Sometimes companies don't include the actual slide deck they're presenting, but that should be included as part of the materials as well. Keep it minimal and please don't read from the slides.”

“We were able to persuade Brent to let us share at least the executive summary with you, and that's linked in your Research Roundup email.”

“When you enroll for 2027 with me, we will go through the full enrollment process, which includes the benefits that you have selected, reviewing the benefits summary, reviewing your prescription drugs on the drug formulary, making sure you know what the star rating is for your 2027 plan.”