This one-hour CLE course offers practical guidance for legal professionals and corporate clients aiming to streamline the proxy process, reduce costs, and free up time for other priorities. Designed to simplify proxy statement drafting without diving into complex voting mechanics or shareholder activism, this course focusses on essential steps for creating clear and compliant proxies efficiently. Participants will gain a strong foundation in the core components of proxy statements and learn how to maintain consistency and accuracy year after year.
A key part of the continuing legal education course is an introduction to Workiva, a platform that streamlines the drafting, collaboration, and distribution of proxy materials. Attendees will see how Workiva’s features, such as document automation and real time collaboration, make proxy preparation more efficient on a yearly basis. Through practical tips and case example, participants will leave with strategies and tools to make proxy creation faster, easier, and more cost-effective, ensuring resources are used efficiently across annual reporting cycles.