Presentation: Proxy materials logistics ~ managing the process

Preparing for annual report and proxy material production is beginning. We’ve had many conversations with clients to help them pack their luggage for their “Annual Report Journey” – click here.

Next, a review the proxy journey. This webinar video, thanks to our friends at Laurel Hill, delivers important detail on the proxy process. This is a good a refresher for all – and a GREAT tool for newly minted IPOs.

There is a lot of information here: be sure to expand the video window to make the slide legible. 

Our role in the proxy process is with the tactile production of the materials themselves: typesetting, hardcopy printing and interactive online versions of the proxy materials. The journey mirrors the annual report.

How to start? Let’s look at your work from last year – and set a budget for 2015’s annual report and proxy. Upload your previous annual report here. We’ll spec it out – including costs. This can be your baseline for intelligent value.

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