Proxy Season: Significant Trends and Updates in 2019
Live Webcast Date:
Thursday, April 11, 2019 from 12:00 pm to 1:00 pm (ET)
Online CLE Proxy Season
Join us for this Knowledge Group Online CLE Proxy Season Webinar. The past year has been marked with several significant developments which are expected to create remarkable impact on the 2019 proxy season. A number of critical considerations for companies’ 2019 proxy season preparation include the potential changes to the Institutional Shareholder Services, Inc.’s (ISS) proxy voting policies, the adoption of Inline XBRL, and the Securities and Exchange Commission’s (SEC) new rules in implementing disclosure simplification. Further proxy modifications are on the horizon as the SEC aims to refine its rules on the proxy voting process, shareholder proposals, retail shareholder participation, and proxy advisory firms.
This Webcast brought by The Knowledge Group will provide the audience with an in-depth analysis of the recent trends and developments relating to the 2019 proxy season. They will provide an outlook of the 2019 proxy season and will present key strategies and best practices in ensuring compliance.
Key topics include:
- Lessons from the 2018 Proxy Season
- Recent Regulatory Trends and Developments
- Policy Changes
- Best Compliance Practices
- 2019 Proxy Season Outlook
Agenda
Dana W. Etra, PrincipalFW Cook
AND
Semler Brossy
- Proxy advisory updates
- Dodd Frank updates
- Proxy trends:
- Focus on ESG
- Stock plan requests
- Design changes
Who Should Attend
- Corporate Governance/Proxy Advisory Professionals
- Shareholders
- Institutional Investors
- C-Suite Executives
- HR and Compensation Officers/Professionals
- General Counsel
- In-house Counsel
- Board of Directors
- Public Companies
Online CLE Proxy Season
Dana W. Etra, PrincipalFW Cook
AND
Semler Brossy
- Proxy advisory updates
- Dodd Frank updates
- Proxy trends:
- Focus on ESG
- Stock plan requests
- Design changes
Online CLE Proxy Season
Dana W. EtraPrincipalFW Cook
Dana Etra is a Principal in FW Cook’s Boston office. She has broad experience in executive and board compensation, advising a diverse range of organizations on all aspects of compensation strategy and program design, including corporate governance considerations and tax, accounting, securities law, and other regulatory implications.
Dana works with clients of all sizes and industries, including large publicly-traded companies, smaller publicly-traded companies, private companies, and tax-exempt organizations, as well as companies planning an IPO. She supports many companies with overlapping industry profiles and talent markets and works with clients to create custom, company-specific compensation philosophies and holistic remuneration programs that support strategic compensation objectives. She specializes in designing effective short- and long-term incentive plans and assisting clients with cross-industry compensation issues.
Stephen CharleboisPrincipalSemler Brossy
Stephen Charlebois has over 13years of executive and international compensation consulting experience which was gained through a combination of external consulting and in-house roles. He has extensive experience working across a broad spectrum of international executive and management pay issues typically facing global multi-national organizations. Working and living in both Europe and North America helped develop Stephen’s unique perspective on pay.
His current client base is representative of his background and experience and is focused on companies in the Technology, Media, and cyclical/ capital intensive industries.
Before joining Semler Brossy in 2013, he most recently worked for a global multinational organization and a Private Bank/Asset Manager headquartered in Switzerland. Prior to that, he worked with Mercer Consulting’s human capital practice in both Calgary, Canada and Geneva, Switzerland.
Online CLE Proxy Season
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method Of Presentation:
On-demand Webcast
Prerequisite:
Experience in Corporate Law
Course Code:
147828
NY Category of CLE Credit:
Areas of Professional Practice
Total Credit:
1.0 CLE
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About the Knowledge Group
The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.
Speaker Firms
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Faculty
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Dana W. Etra
Principal
FW Cook
Principal
FW Cook
Stephen Charlebois
Principal
Semler Brossy
Principal
Semler Brossy
About the Knowledge Group
The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.
FW Cook is an independent executive compensation consulting firm that provides objective advice to boards and management of the world’s leading companies. Our firm’s principal objective is to add value to the executive pay programs and processes of our clients. Our consultants collaborate with clients to solve complex problems and design programs that support their business strategy and successfully link executive pay to shareholder value. Founded in 1973, we serve public, private, and tax-exempt organizations across a broad spectrum of industries. With the largest market share of board engagements among our competitors, we currently serve over 750 clients. FW Cook’s offices are located in New York, Chicago, Los Angeles, San Francisco, Atlanta, Houston, and Boston. To learn more about us or to join our mailing list, visit us on the web at www.fwcook.com.
Website: https://www.fwcook.com/
Semler Brossy is an established, independent executive compensation consulting firm founded in 2001. Over the years, our clients have trusted us with their toughest business issues, helping them work through changes in strategic direction, turnaround situations, CEO succession, transactions such as mergers, acquisitions and IPOs, and conflicts between management and the Board. We have built and maintained longstanding corporate and board consulting relationships because we always view issues from a multi-faceted business perspective.
Website: https://www.semlerbrossy.com/
Dana Etra is a Principal in FW Cook’s Boston office. She has broad experience in executive and board compensation, advising a diverse range of organizations on all aspects of compensation strategy and program design, including corporate governance considerations and tax, accounting, securities law, and other regulatory implications.
Dana works with clients of all sizes and industries, including large publicly-traded companies, smaller publicly-traded companies, private companies, and tax-exempt organizations, as well as companies planning an IPO. She supports many companies with overlapping industry profiles and talent markets and works with clients to create custom, company-specific compensation philosophies and holistic remuneration programs that support strategic compensation objectives. She specializes in designing effective short- and long-term incentive plans and assisting clients with cross-industry compensation issues.
Stephen Charlebois has over 13years of executive and international compensation consulting experience which was gained through a combination of external consulting and in-house roles. He has extensive experience working across a broad spectrum of international executive and management pay issues typically facing global multi-national organizations. Working and living in both Europe and North America helped develop Stephen’s unique perspective on pay.
His current client base is representative of his background and experience and is focused on companies in the Technology, Media, and cyclical/ capital intensive industries.
Before joining Semler Brossy in 2013, he most recently worked for a global multinational organization and a Private Bank/Asset Manager headquartered in Switzerland. Prior to that, he worked with Mercer Consulting’s human capital practice in both Calgary, Canada and Geneva, Switzerland.
