Concurrent Session: The Proxy: Why IROs Need to Take a Greater Role

Tuesday, June 6, 2017 | 1:45PM - 2:45PM | Room: Palazzo Ballroom and Del Lago 1-2  |   Track: Corporate Governance and Regulatory

 |  Valerie Finberg | Peter Kimball | Matt DiGuiseppe | Pat Tucker |

Historically a legal-heavy document read by a narrow audience, the proxy statement is increasingly a communications tool used to convey much more than baseline compensation and governance information. But often, the discussion of performance and strategy in the proxy is not aligned with the company’s other communications. This panel makes the case that IR should play a significant role in proxy drafting because: IR has insights into what resonates with investors, including the institutional proxy voting teams; IR can anticipate what drives proxy advisory firm recommendations; and IR knows how to communicate a compelling message.

Learning Objectives: 
  • Hear proxy reporting trends to support your governance program success
  • Gain insight into proxy statement best practices to generate shareholder support for governance matters
  • Learn why IR should collaborate internally in developing and reviewing this key regulatory filing