"Conduct of the Annual Meeting"

Wednesday, April 2, 2025

2:00 - 3:00 pm, Eastern [archive and transcript to follow]

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Course Materials:

Course Materials

Companies and investors are busy navigating significant change as the new Presidential Administration moves quickly to implement priority reforms, but peak annual meeting season is right around the corner and will be here before we know it! Our panelists will discuss the latest developments and provide practice pointers to help you prepare for your meeting.

Mary Francis, Corporate Secretary and Chief Governance Officer, Chevron
Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer
Peder Hagberg, Independent Inspector of Elections and Co-Editor of The Shareholder Service Optimizer
Matthew Kane, Deputy General Counsel, Lucky Strike Entertainment
Jason Vinick, Senior Vice President, Alliance Advisors

Topics include:

OBO/NOBO Lists: The Basics and Why Shareholder Ownership Transparency Alliance Seeks to Eliminate the OBO Classification
Shareholder Engagement Challenges in 2025
Pre-Meeting Voting (Developments in Pass-Through Voting, Disclosing Voting Mechanics, Getting Out the Vote, Monitoring the Vote)
Improving Your Meeting "Run of Show" - Script, Rules of Conduct and Meeting "Playbook"
Disruptions: How Much Can or Should You Plan Ahead?
Tips for Hosting a "Best-in-Class" Annual Meeting - Whether In Person, Virtual or Hybrid
Shareholder Proposals: Working with Proponents
Why and How to "Challenge-Proof" Your Proxy Voting and Tabulation Process
Post-Meeting Activities, Post-Mortems
How to Better Understand Your Voting Outcomes

Cost: Members of this site are able to attend this critical webcast at no charge. If you're not yet a member, try a no-risk trial now. Our "100-Day Promise" guarantees that during the first 100 days as an activated member, you may cancel for any reason and receive a full refund. The webcast cost for non-members is $595. You can sign up by credit card online. If you need assistance, send us an email at info@ccrcorp.com - or call us at 800.737.1271.

Continuing Legal Education: We will apply for CLE credit in all applicable states (with the exception of SC and NE who require advance notice) for this 1-hour webcast. You must submit your state and license number prior to or during the live program. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval; typically within 30 days of the webcast. All credits are pending state approval. This program will also be eligible for on-demand CLE credit when the archive is posted, typically within 48 hours of the original air date. Instructions on how to qualify for on-demand CLE credit will be posted on the archive page.

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