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Navigating the 2018 Annual Report and Proxy Season

Conference Materials and Resources


A recording of the presentations may be viewed here. To quickly switch between sections, click on the Info button in the toolbar at the bottom of the screen to view the list of presentations. 

The presentation slides may be downloaded here.

Reference Materials

Proxy Advisory Firms


Stock Exchange

Audit Matters



Sample Disclosures

  • Proxy Disclosure Examples
    • Letters from the Chairman/Lead Director/Board
    • Timelines
    • Board Skills Matrix
    • Board Composition
    • Board Evaluation
    • Director Biographies
    • Shareholder Engagement
    • Risk Oversight
    • ESG/Social Responsibility
  • Tax Reform Disclosure Examples:  
    • Risk Factors
    • 8-K Disclosures
    • 10-Q Disclosures
    • 162(m) Disclosures


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