Events

Stay up-to-date on industry events and hosted webinars.

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Tuesday Mar 11
2 pm - 3 pm EDT Webinar

Webinar Replay: Building your 2025 Proxy Roadmap – 5 Ways to Get Started

Join our webinar: Building Your 2025 Proxy Roadmap – 5 Ways to Get Started.    In this session, our expert panelists will share essential strategies for crafting a successful proxy roadmap for the year ahead. We’ll also feature a client case study showcasing how industry leaders have effectively transformed their Proxy Statement.     We will...
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Tuesday Feb 11
1 pm - 1:30 pm EST Webinar

Webinar Replay: Mastering Annual Meeting Planning and Shareholder Engagement

Join our exclusive webinar to learn how public companies have reduced meeting costs by over $9 million in the last 6 years by following 5 simple industry best practices.   Plus, our featured panelist, Roman Shapurko, Senior Associate General Counsel at Carnival will share how they applied these best practices and strategies to improve shareholder...
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Wednesday Jan 8
12 pm - 1 pm EST Webinar

Webinar Replay: Building cybersecurity resilience: Preparing for the unexpected

During this insightful 60-minute webinar, our experts explore some of the regulations and frameworks for building and assessing cybersecurity resiliency. This replay includes an exclusive demonstration of how utilizing purpose-built automated technology can streamline the management of an organization’s cybersecurity program, key risks and controls.   Viewing this replay will show you how to empower...
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Wednesday Dec 11
12 pm - 1 pm EST Webinar

Webinar Replay: Building cybersecurity resilience: Preparing for the unexpected

During this insightful 60-minute webinar, our experts explore some of the regulations and frameworks for building and assessing cybersecurity resiliency. This replay includes an exclusive demonstration of how utilizing purpose-built automated technology can streamline the management of an organization’s cybersecurity program, key risks and controls.   Viewing this replay will show you how to empower...
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Wednesday Dec 4
12 pm - 1 pm EST Webinar

Webinar Replay: Building cybersecurity resilience: Preparing for the unexpected

During this insightful 60-minute webinar, our experts explore some of the regulations and frameworks for building and assessing cybersecurity resiliency. This replay includes an exclusive demonstration of how utilizing purpose-built automated technology can streamline the management of an organization’s cybersecurity program, key risks and controls.   Viewing this replay will show you how to empower...
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Thursday Nov 21
11 am - 11:45 am EST Webinar

Webinar Replay: Decoding the Notice and Access Model: Challenges and Best Solutions for Issuers (Session Two)

Building on the insights from the first session, in session two of our webinar series Mike turned his attention to “Strategic Methods for Improvement” within the Notice and Access model. This session tackled current challenges and inefficiencies that issuers face and provided actionable strategies to enhance the effectiveness of their shareholder communication processes.    Topics...
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Tuesday Nov 19
11 am - 11:45 am EST Webinar

Webinar Replay: Decoding the Notice and Access Model: Challenges and Best Solutions for Issuers (Session One)

In session one of our two-part webinar series, Mike Spelman took a dive into the intended outcome of the Notice & Access model, which aimed to reduce costs, enhance shareholder communications, and simplify processes for issuers. Unfortunately, the reality is that many issuers have never realized those outcomes. Mike also reflected on the critical events...
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Monday Oct 28
1 pm - 1:30 pm EDT Webinar

Webinar Replay: EDGAR Next is now final. Your SEC filing process is about to change.

On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which will significantly impact all SEC 1934 and 1940 Act filers.     View our insightful 30-minute webinar replay featuring an in-depth review of the final rule and key timeline considerations.      Topics include:    Overview of the EDGAR Next final rule How...
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Wednesday Sep 25
1:30 pm - 2 pm EDT

Webinar Replay: Efficiency and control over the proxy drafting process with Toppan Merrill Bridge

Drafting, collaborating, stylizing and publishing an effective proxy statement is a complex, multi-step process.     Listen to our proxy experts highlight the benefits of utilizing Toppan Merrill Bridge, a single, secure, integrated SaaS platform, to manage the proxy drafting, XBRL tagging and filing process. In addition, you will see an exclusive demonstration of how Bridge...
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Watch Past Webinars

Miss a webinar? Browse recordings in our archive.

View Past Webinars