Governance Intelligence

With AGM season in full swing, are you making the most of your shareholder data? From driving engagement to unlocking strategic insights, there are powerful — and often underused — ways companies can leverage shareholder data around their AGMs. Check out our playbook, sponsored by BetaNXT, for practical tips, expert insights and real-world examples that show how to turn data into real value: https://lnkd.in/e86wPQP6

New on the Governance Matters podcast: How will the SEC’s shift on shareholder proposals affect the proxy season? Beth Sasfai, partner at Cooley LLP, joins us to unpack the SEC’s latest guidance — a move that essentially reverses a key Biden-era bulletin and could mean fewer ESG proposals make it to a vote this AGM season. What does it mean for companies and proponents? How should you navigate the shifting 14a-8 landscape? Tune in for insights that matter this proxy season: https://lnkd.in/eJYGDehd

Want to see your AGM through an investor’s lens? Our latest Governance Playbook delivers exactly that - plus so much more. Designed for corporate secretaries and governance professionals, this comprehensive guide offers practical strategies and best practices for hosting successful AGMs, featuring insights from award-winning meetings by Hewlett Packard Enterprise and Kraft Heinz. Beyond the AGM itself, the playbook explores how to seamlessly integrate year-round shareholder engagement, data and AGM planning for a more effective governance strategy. Its free to read, click here to access your copy: https://lnkd.in/ehUuzUFw Sponsored by BetaNXT

Despite the SEC’s latest legal bulletin, companies are not guaranteed success when seeking to exclude shareholder proposals on ‘ordinary business’ grounds. A review of recent rulings suggests the impact of SLB No. 14M is still evolving. Ben Maiden takes a closer look: https://lnkd.in/euEgZzRj

The AGM is a key moment, but engagement starts long before the meeting itself. Our latest playbook breaks down how to seamlessly connect year-round shareholder engagement, data insights, and the AGM for maximum impact - plus it includes an exclusive shareholder advocate’s perspective from Trillium Asset Management's chief advocacy officer, Jonas Kron. Get your copy here: https://lnkd.in/eTsgHfRe Sponsored by BetaNXT

Want to make your AGM more than just a meeting? Our latest playbook gives you the tools and knowledge from governance experts on the in-house, investor and advisory sides, to maximize engagement before, during, and after your event. Access your free copy at: https://lnkd.in/eP223V36 Sponsored by BetaNXT

Should companies rethink how they report executive perks? With the SEC tightening its focus on corporate disclosures, exec benefits - like private jets and security expenses - are under the microscope. Ben Maiden sits down with Neil McCarthy, co-founder and chief product officer at DragonGC , to unpack the latest trends, the regulatory landscape and how high-profile incidents are fueling the debate. Listen wherever you get your podcasts! https://lnkd.in/epYDD3Uw

From regulatory shifts to increased shareholder scrutiny, the current landscape continues to demand greater transparency, clarity, and strategic communication, so what has been the most complex or unexpected hurdle in your proxy statement preparation this year? Let us know via the poll below!

AGM season can be unpredictable - but it doesn’t have to be. Read our playbook to explore real-world use cases from governance leaders at Regeneron and Ally , along with expert insights from BetaNXT, on leveraging shareholder data to help you prep for your AGM this year. Click here to access the full guide: https://lnkd.in/efa3SugV Sponsored by BetaNXT

The SEC has withdrawn guidance on how companies seek approval to exclude shareholder proposals. This change reverses a prior shift, leaving companies and investors uncertain about the road ahead as a number of companies await SEC rulings on 2025 shareholder proposals. More details: