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"Conduct of the Annual Meeting"

Tuesday, March 29, 2022

2:00 - 3:00 pm, eastern [archive and transcript to follow]

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Course Materials:

This year's annual shareholder meetings will be another unique experience. While the "virtual meeting" era continues - with new twists & turns in investor expectations and technology - other companies are returning to in-person or hybrid formats. In addition, there's a big "proxy plumbing" development, and retail holders that historically could be counted on to support management proposals are taking new approaches to voting. Join this webcast to get up to speed on the latest expectations and hear our panelists give practice pointers for the current season on meeting format & logistics, tricky vote tabulations, officer & director participation, and rules of conduct.

  • Ben Backberg, Senior Counsel, Assistant Corporate Secretary, General Mills
  • Dorothy Flynn, President - Corporate Issuer Solutions, Broadridge
  • Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer
  • Mary Catherine Malley, Senior Corporate Counsel, Juniper Networks
  • Vernicka Shaw, Associate General Counsel - Governance & Securities - and Assistant Corporate Secretary, Capital One

Among other topics, this program will cover:

  • Developments in "Meeting Format" for 2022 Proxy Season
  • Managing Meeting Participants & Attendees
  • Freshening Up Your "Rules of Conduct"
  • Getting Retail Investor Support
  • Proxy Plumbing Update
  • Other Voting & Tabulation Issues
  • Post-Mortems

Cost: Members of this site are able to attend this critical webcast at no charge. If you're not yet a member, subscribe now. The webcast cost for non-members is $595. You can sign up by credit card online. If you need assistance, send us an email at info@ccrcorp.com - or call us at 800.737.1271.

Continuing Legal Education: We will apply for CLE credit in all applicable states (with the exception of SC and NE who require advance notice) for this 1-hour webcast. You must submit your state and license number prior to or during the program. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval; typically within 30 days of the webcast. All credits are pending state approval.

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What you can do if you can't access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive of the webcast will be posted a few hours after the program - and a text transcript of the program will be posted on TheCorporateCounsel.net about two weeks after the live webcast.