CLE
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Proxy CLE: All-Purpose Public Proxy Prep Guide for Legal Professionals

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11 Dec, 2024 | 
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60mins
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Virtual event
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1.0 General

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.

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Proxy CLE Agenda

  • Proxy Processes and Cost-Effective Strategies

    • Common proxy processes in public companies
    • Key objectives for efficient and cost-effective proxy preparation
  • Elements of Proxy Statement Drafting

    • Core elements of a proxy statement *(concise overview without voting mechanics)
    • Strategies for using templates and standardized language to save time and resources annually.
  • Leveraging Workiva for Efficient, Cost-Saving Proxy Preparation 

    • Introduction to Workiva as a tool for efficient, cost-saving drafting, collaboration, and compliance
    • Key features of Workiva that help reduce time and cost in proxy creation and distribution
  • Practical Tips for Consistent and Compliant Proxies

    • How to maintain accuracy and efficiency year after year with checklists and technology
    • Real-world strategies for reducing time and labor costs in proxy preparation
  • Proxy example & walkthrough

    • Demonstrating a brief review of a streamlined proxy example
  • Q&A

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