Get the advantage of deep meeting experience and the latest tech

Your shareholder meeting is a highly visible milestone in your annual corporate governance cycle, and you need it to go precisely as planned, no matter if you conduct an in-person, virtual or hybrid meeting.

Each year, Computershare helps around 7,000 clients worldwide conduct successful shareholder meetings of all kinds – annual and special meetings alike. Increasingly, we help clients transition from traditional, in-person meetings to virtual meetings, or a hybrid of the two, so more of your shareholders can participate. In 2022 alone, we conducted over 2,500 virtual meetings for clients.

An expert team to support you before, during and after the meeting
  • Meeting format guidance
  • Shareholder communications
  • Investor engagement strategies
  • Proxy solicitation
  • At-meeting support
  • Post-meeting analytics

 

Virtual shareholder meetings

Hosting a virtual shareholder meeting or incorporating a virtual component doesn’t have to be complicated. With Computershare you can rely on market leading technology and rigorous security and risk protocols to make the process seamless and delight your shareholders.

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One partner with you for your year-round corporate governance lifecycle

September-October

Fall engagement

November-December

Consider feedback
and reactions

  • Provide engagement feedback to board
  • Consider potential changes reflecting significant board responsiveness
  • Determine high level proxy topics
  • Begin strategizing for your annual meeting, determine format – virtual, in-person or hybrid

January

Implement and disclose

  • Implement changes
  • Consider filing 8-K in advance of proxy detailing changes with rationale
  • Continue drafting proxy and CD&A, focusing on governance/ compensation story
  • Engage your annual meeting, proxy solicitation and financial print and mail partner, include in proxy

February-March

Investor outreach
and AGM prep

  • Share 8-K disclosure with investors and advisory firms if applicable, offer follow-up conversation
  • Share proxy and CD&A drafts with board
  • Financial print materials ahead of mail date
  • File your proxy using EDGAR SEC filing services
  • Broker search and distribution

April-May

Proxy solicitation
and AGM

May-July

Post-meeting and
ESG analysis

Computershare has the expertise to help you conquer any AGM challenge

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7500annual meetings managed each year globally
1500virtual/hybrid meetings
 

Let's Talk

Contact us to learn more about how we can help with your shareholder meetings.

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