Timely Takes Podcast: Carl & Peder Hagberg on Annual Shareholder Meetings

Carl Hagberg and Peder Hagberg are the Co-Editors of The Shareholder Service OPTIMIZER newsletter and magazine and partners of CT Hagberg LLC, which has provided independent inspectors of election since 1992.

Topics covered:

1. How Carl and Peder came to be experts on the proxy voting process
2. Risks for companies that exclude shareholder proposals in the absence of traditional no-action relief
3. Why this is the year to consider improving your virtual shareholder meeting practices
4. Bad, good, better and best practices for virtual shareholder meetings
5. How companies typically use the option to prerecord portions of the virtual meeting
6. Tips for engaging inspectors
7. How Carl and Peder are trying to improve retail vote turnout and how you can too

Resources from the Shareholder Service Optimizer: Sample Run of Show, Sample Rules of Conduct, & Shareholder Votes Have Value Booklet

Relevant Checklists: Annual Meetings - Postponement, Adjournment & Recess, Shareholder Proposals - Late Submissions v. Floor Proposals , & Inspectors of Election

How to Listen to This Podcast: Double-click on the MP3 file you want to listen to and, by default, your audio player will open the file and start playing.

The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of their firm, company, institution, other organizations, or any of the clients with which they are associated.