Webinars

The quickening pace of activism is reshaping the way executives and board members approach engagement. Boards and executives must be proactive in their engagement to stay ahead of key shareholder issues. Please join our upcoming webinar presentation as representatives from Georgeson and Vanguard will discuss findings from this past proxy season, trends in shareholder proposals put forth for a vote and preparation for shareholder engagement this fall.

Featured Speakers

• Belen Gomez-Russum, Vice President, Strategic Initiatives & Communications, Equilar, Inc.

• Brian Denney, Senior Strategist, Investment Stewardship, Vanguard

• Brigid Cremin Rosati, Director, Business Development, Georgeson

Join Equilar and Meridian Compensation Partners for a look inside the newest CEO pay data reported in 2018 proxy statements. A panel of experts will cover trends in CEO compensation, pay strategies, the new CEO pay ratio disclosure requirement and findings from the CEO Pay Trends 2018 report.

Featured Speakers

• Don Kalfen , Partner, Meridian Compensation Partners

• James Kzirian, Lead Consultant, Meridian Compensation Partners

• Timothy Stark, Director, Client Engagement & Corporate Governance, Equilar, Inc.

Preparing for and joining a corporate board can be a long, complex process with many factors influencing outcomes. Join us for a discussion among board experts who share lessons learned and valuable insights. The panel will take a deep dive in preparing for board service and what you need to know about board responsibilities prior to walking into the boardroom.

Featured Speakers

• Belen Gomez-Russum, Senior Director, Board Services, Equilar, Inc.

• Evelyn Dilsaver, Board Member, Tempur Sealy International, HealthEquity, Blue Shield of California

• Karen Francis, Lead Director, Telenav, Inc., Board Member, Nauto, CircleGraphics, Dynamic Signal

• Blair Jones, Managing Director, Semler Brossy Consulting Group

Combining industry insights and robust board experience serving both private and publicly traded company boards, this panel of experts will discuss the board’s responsibilities for overseeing corporate strategy and finding the right dynamics and balance of engaging with management and shareholders. Attendees will be provided actionable takeaways to take back to their boardrooms.

Featured Speakers

• Dan Marcec, Director of Content, Equilar, Inc.

• Kelly Geerts, Director, Advanced Solutions, E*TRADE Financial Corporate Services, Inc.

• Nathan O’Connor, Managing Director, Equity Methods

• Courtney Yu, Director of Research, Equilar, Inc.

Combining industry insights and robust board experience serving both private and publicly traded company boards, this panel of experts will discuss the board’s responsibilities for overseeing corporate strategy and finding the right dynamics and balance of engaging with management and shareholders. Attendees will be provided actionable takeaways to take back to their boardrooms.

Featured Speakers

• Belen Gomez-Russum , Senior Director, Board Services, Equilar, Inc.

• Susan Angele, Senior Advisor, KPMG’s Board Leadership Center

• Brigid Cremin Rosati, Director, Director, Business Development, Georgeson

• Donna Wells, Director, Former President & CEO, Mindflash Technologies, Board Member, Betterment and Happy Money

With proxy season just around the corner, companies are putting their finishing touches on their executive pay and performance message for shareholders. This webinar will share cutting-edge practices companies are implementing to tell the most compelling pay story in the Compensation Discussion & Analysis (CD&A) section of the proxy statement, supported by data and analysis from the Equilar report, Innovations in Proxy Design.

Webinar Discussion Highlights Include:

• How to tell your pay story before someone tells it for you

• Catalysts for compensation disclosure changes

• How investors look to CD&A design to understand compensation

• Innovative approaches to shareholder engagement

• Types of compensation disclosure formats that are best received

Featured Speakers

• Dan Marcec , Director of Content, Equilar, Inc.

• Kern McPherson, Senior Director of North American Research, Glass Lewis

• Ron Schneider, Director, Corporate Governance Services, Donnelley Financial Solutions

The CEO pay ratio will be one of the most talked-about issues in corporate governance when it is reported by thousands of public companies for the first time this spring. No matter what your company’s ratio turns out to be, this new piece of information could lead to numerous communications challenges if not handled appropriately.

Join Equilar, the Center On Executive Compensation and Edelman for a webinar that will discuss results from the Equilar CEO Pay Ratio survey, including analyses by company size, industry and other information culled from submissions by public issuers. The panel will also identify strategies for managing relationships across different stakeholder groups including investors, employees and the media.

Webinar Discussion Highlights Include:

• Key findings from the Equilar CEO Pay Ratio survey

• Shareholder engagement around the ratio

• Internal communications strategies

• Media crisis management

Featured Speakers

• Matthew Goforth, Senior Governance Advisor, Equilar, Inc.

• Shelly Carlin, Executive Vice President, Center On Executive Compensation

• Ted McHugh, Senior Vice President, Edelman Financial Communications & Capital Markets

As the calendar turns to 2018, companies are strategizing how to address the most critical issues that impact their corporate governance in the coming year. The CEO pay ratio and a host of environmental, social and governance (ESG) issues will be at the forefront, not to mention the annual Say on Pay vote and director elections.

Join Equilar, Donnelley Financial Solutions and Hogan Lovells for a webinar that will discuss upcoming trends for the 2018 proxy season and beyond. The expert panel will discuss shareholder voting trends on a variety of emerging issues and how companies and their boards can respond to carry on productive dialogue and gain favorable shareholder votes.

Webinar Discussion Highlights Include:

• What hot-button issues to expect in 2018

• How to create and identify meaningful voluntary disclosures

• Shareholder proposal and voting trends over the past five years on ESG issues, Say on Pay and director approval

• Board disclosures on shareholder engagement initiatives, board evaluations, CEO succession planning and more

Featured Speakers

• Dan Marcec, Director of Content, Equilar, Inc.

• Alex Bahn, Partner, Hogan Lovells

• Alan Dye, Partner, Hogan Lovells

• Ron Schneider, Director, Corporate Governance Services, Donnelley Financial Solutions

The last of a three-part educational series, join Equilar and KPMG for an interactive webinar that will dive into the responsibilities of audit committees. Developed for executives preparing for their first public company board seat, the panelists will shed light on how the governance landscape has changed in the last decade, the impact on the audit committee’s role in risk management/oversight, and how new directors should prepare for service on the audit committee.

Webinar Discussion Highlights Include:

• An inside look at how audit committees work with internal controls teams and external consultants

• The role of the committee in risk oversight processes

• Key attributes and skill sets that boards seek in audit committee members

• Valuable steps new board members should take to prepare for audit committee service

Featured Speakers

• Belen Gomez, Senior Director of Board Services , Equilar, Inc.

• Jose Rodriguez, Head of Audit Committee Institute, KPMG

• Carol Coughlin, former Chair Audit Committee, Hamilton Bancorp