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Streamline your proxy workflow: Drive efficiency, ensure accuracy & reduce cost

January 13, 2026

11 am - 11:45 am EST

Webinar

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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 will explore 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 will cover: 

 

  • 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

 Can’t make it live? Register to ensure access to the on-demand recording. 

Presenters

Mike Schlanger

Vice President, Sales

Toppan Merrill

Smiling man with glasses, neutral background.

Mike Spelman

Director, Proxy Solutions

Toppan Merrill

Carlos Graca

Director, Client Services

Toppan Merrill

Details

Date:
January 13, 2026
Time:
11 am - 11:45 am EST
Event Category:
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    Category
    Corporate Compliance

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