Drafting, perfecting, filing, printing and distributing an effective proxy statement is a complex, multi-step process that directly impacts regulatory compliance and shareholder confidence. It’s essential that companies choose an efficient proxy creation workflow that provides control, collaboration and accuracy.
This webinar explores best practices for leveraging SaaS technology with a single-vendor model to streamline proxy development and ensure clear, consistent communication throughout the reporting and distribution process.
Our experts covered:
- Key considerations and critical questions to ask when selecting your proxy vendors
- Examples of how organizations uncovered and then closed workflow gaps saving time and expense
- Essential strategies for choosing the right SaaS platform for shareholder communications
Presenters
Mike Schlanger
Vice President, Sales
Toppan Merrill
Mike Spelman
Director, Proxy Solutions
Toppan Merrill
Carlos Graca
Director, Client Services
Toppan Merrill
