Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, join us online...
Proxy
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Webinar Replay: Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, our Proxy Experts...
ESG, 10-K and Proxy report design: Solving consistency and content challenges
Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...
Mike Spelman
Karen Fisher
Webinar Replay: Don’t just comply…communicate. Simple, yet effective design & content strategies for shareholder communications
With continuously evolving SEC rules and regulations and increased disclosure expectations from shareholders, companies are being pressured to deliver more...
Common XBRL tagging issues in proxy statements
A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...
Shelly Wavrin - Advisor, XBRL Consulting Services
What Fund Managers Need to Know About SEC Form N-PX
In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...
Webinar Replay: Trends in unifying design, content and messaging: proxy, annual report & ESG
Overview With the increased focus on company environmental, social and governance (ESG) disclosures from the market and SEC, companies are...
New N-PX reporting requirements for 13F filers (Institutional Investment Managers)
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist
Webinar Replay: 2023 proxy lessons from investors and how companies are preparing for 2024
Overview Learn how your company can elevate design to better communicate your organization’s message to investors. Watch this previously recorded...
The SEC modernizes Form N-PX to require Mutual Funds to report proxy votes in XML
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist