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While proxy statement designs have evolved over time, many companies rely on the same year-over-year approach, focusing on updating content without reexamining structure, flow and effectiveness.
In this webinar, our expert panel will explore how the proxy preparation process has changed and highlight how thoughtful redesign and reconceptualizing of the proxy statement can drive stronger shareholder engagement.
Topics include:
- Case studies on how the process started with their proxy statement, what they were looking to achieve and how it went
- Current state and desired state of your proxy
- The importance of structuring your document for optimal shareholder engagement
- The use of AI to assist in drafting proxy content
- Aligning vendor capabilities with your desired outcome; the critical questions to ask
Presenters
Mike Spelman
Director, Proxy Solutions
Toppan Merrill
Joyce Lee
Director & Counsel, Corporate Secretary’s Office
American Express
David Wear
Senior Solutions Design Engineer
Toppan Merrill
Karen Fisher
Proxy Advisory Services
Toppan Merrill
