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"Conduct of the Annual Meeting"

Thursday, March 30, 2023

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

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Course Materials:

Companies preparing for their annual meetings have plenty to keep in mind again this year. In-person meetings are returning, but virtual and hybrid meetings have become a permanent part of the landscape, creating new shareholder expectations and new challenges for companies. With the Big 3 asset managers all implementing some form of "pass-through voting" initiatives, companies also face increased challenges in turning out the vote and engaging with shareholders. Join our panelists as they provide practice pointers for the current season on these issues as well as meeting format & logistics, rules of conduct, and other matters companies will confront at their annual meetings.

  • Lauri Fischer, Senior Deputy General Counsel, Grocery Outlet
  • Edward Greene, Managing Director, Georgeson
  • Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer
  • David Hamm, Vice President, Deputy General Counsel and Assistant Secretary, Summit Materials

Among other topics, this program will cover:

  • Developments in Meeting Format
  • Best Practices for In-Person Meeting Security
  • Managing Meeting Attendees and Participants
  • Proxy Voting Disclosures & Mechanics
  • Getting Out the Vote
  • Post-Mortems & Preparing for Next Year

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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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