Providing practical guidance for over 50 years.

"Conduct of the Annual Meeting"

Thursday, April 11, 2024

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

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Some companies that have historically flown "under the radar" for shareholder proposals have received one for the first time this year - and will have to navigate the presentation of those proposals at their annual meetings. For all companies, technology, global conflicts and politics may make for an especially chaotic annual meeting season. It's more important than ever to be prepared.

Join our panelists as they provide practice pointers and discuss trends in meeting format & logistics, rules of conduct, and other matters companies will confront at their annual meetings.

  • Peter Farah, Deputy General Counsel and Assistant Secretary, The J.M. Smucker Company
  • Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer
  • William Kennedy, VP - Product, Broadridge Corporate Issuer Solutions
  • Erick Rivero, Senior Assistant General Counsel, Intuit

Topics include:

  • Technology Improvements & Logistics for Virtual Meetings
  • Best Practices for In-Person & Virtual Meetings (Handling Q&A, Posting Recording)
  • Managing Meeting Attendees and Participants (Including Security Considerations and Disruptive Shareholders)
  • Proxy Voting Disclosures & Mechanics, plus Getting Out the Vote
  • Communicating with Proponents & Presenting Shareholder Proposals
  • Freshening Up Your "Rules of Conduct"
  • Tabulation Issues & Monitoring the Vote Pre-Meeting
  • 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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