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Annual Meetings

Annual meeting preparation and coordination

Your annual meeting can be a powerful tool to help you achieve your business objectives. We can assist at every stage.

Our experience means we’re uniquely placed to advise on shareholder mailings, proxy voting, tabulation, and shareholder engagement. Our team of experts are knowledgeable and responsive and are able to provide you with practical guidance that enables you to avoid difficulties and capitalize on opportunities you didn’t know existed.

We make sure your shareholders have a truly positive experience - from the comfort of their homes or at the in-person meeting.

  • Web and phone voting services enable you to increase shareholders engagement without eating into your budget.
  • Document hosting offers a compliant way to share important information with your shareholders so they feel informed and engaged at your annual meeting.
  • Virtual annual meetings enable shareholders to participate on their own terms. Our team of experts can guide you at every stage, from setup to execution and reporting.
    • Hosting flexibility to best serve your preference
      • Virtual-only or in-person combination
      • Video or audio-only streaming

Virtual annual meetings

Why Choose EQ to Host Your Virtual Meeting

  • Our virtual annual meeting product has superior functionality that is intuitive and customizable. With more than 200 annual meeting clients, we will deliver your virtual experience with the exceptional service you’re accustomed to from EQ.
  • Our software partner has more than 30 years of experience building annual meeting solutions, hosting 3,000 meetings globally each year.

We can help with:

  • Meeting planning
  • Proxy distribution, tabulation and reporting
  • Fulfillment
  • Voting and tabulation
  • Analytics
  • Inspector of Election
  • Print and mail services


Talk to our team today to find out more about EQ's full range of services to meet your organization's needs