The annual do’s and don’ts…when planning your annual meeting
Issuers preparing for their proxy campaign can benefit from a comprehensive checklist that covers essential steps in planning, cost management,...
Mike SpelmanProxy
Articles
Mike Spelman
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...
Redefining proxy design: How W&T Offshore moved the needle as a finalist for the 2024 Best Proxy Statement (Small Cap) award
W&T Offshore, Inc. is highlighted for being a finalist for the 2024 Best Proxy Statement (Small Cap) award, showcasing their...
Mike Spelman
Webinar Replay: Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, join us online...
Webinar Replay: Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, our Proxy Experts...
ESG, 10-K and Proxy report design: Solving consistency and content challenges
Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...
Mike Spelman
Karen Fisher
Webinar Replay: Don’t just comply…communicate. Simple, yet effective design & content strategies for shareholder communications
With continuously evolving SEC rules and regulations and increased disclosure expectations from shareholders, companies are being pressured to deliver more...
Common XBRL tagging issues in proxy statements
A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...
Shelly Wavrin - Advisor, XBRL Consulting Services
What Fund Managers Need to Know About SEC Form N-PX
In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...
Webinar Replay: Trends in unifying design, content and messaging: proxy, annual report & ESG
Overview With the increased focus on company environmental, social and governance (ESG) disclosures from the market and SEC, companies are...