In today's fast-moving capital markets, the proxy statement has become more than a formal document to meet SEC compliance requirements. It serves as the cornerstone of a company’s communication, reaching shareholders and stakeholders alike — including employees, regulators and customers. This evolution reflects the growing importance of the proxy statement as a platform to showcase a company’s strategy, values and commitments amid increasing scrutiny over operations and ethical practices.
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Crafting a proxy statement that resonates with diverse audiences demands a meticulous process. At the helm of this effort lies the corporate secretary’s office, working in collaboration with a network of internal teams and external advisers, each bringing unique insights and expertise to the table.
To guide you through this process, we are proud to present this Governance Playbook. This comprehensive resource offers actionable examples and expert advice to help you ensure your company’s next proxy statement delivers impactful messaging and robust disclosures.
Inside, you’ll find:
- Practical tips for setting an effective schedule for proxy statement preparation
- Guidance on fostering collaboration across internal teams
- Insights into the latest trends in design and content development
- Strategies for harmonizing disclosures to create a cohesive narrative
- A step-by-step guide for leveraging external advisors and technology platforms to optimize results.
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