This comprehensive roadmap serves as a valuable guide for navigating proxy season successfully and ensuring effective shareholder engagement. It outlines essential tasks and considerations, providing guidance to both issuers and shareholders. From pre-meeting preparations to post-meeting follow-ups, this also covers various aspects, including proxy statement drafting, shareholder communication, meeting logistics, regulatory compliance, and voting procedures.
Stakeholders can streamline their proxy season activities, enhance transparency, and foster constructive dialogue with shareholders.