Broadridge's new "How to Make Your Annual Meeting Day Run Smoothly and Successfully" includes a set of sample rules of conduct, and an abundance of seasoned input reflecting company and institutional investor views on annual shareholder meeting preparation basics that will benefit both those new to the annual meeting process and/or the governance role, as well as experienced practitioners. Authored by Society member and shareholder meeting veteran Carl Hagberg - with input from a number of issuers, as well as representatives of CalSTRS, the AFL-CIO and others - the white paper addresses logistics planning; venue selection; meeting attendance estimates; admission eligibility, documentation requirements, and process; admission for guests and the press; tips for dealing activist investors and shareholder proponents, and more.
See also these Society reports: "Benchmarking Proxy Services" and "Virtual Meetings: New Consensus Principles & Best Practices!"; the Society's 2018 Annual Meeting Practices Survey and annual meeting primer: "Planning and Preparing for the Annual Meeting of Shareholders"; and additional information & resources on our Annual Meeting/Proxy Statement page. This post first appeared in the weekly Society Alert!