Following up on last week’s blog about the beginning steps with Workiva you didn’t expect, here are questions that Labrador often gets from companies using Workiva for their proxy for the first time:
1. Why does my PDF look great…
Here’s the first four of 10 tips from this 17-page report on “director skills” disclosures penned by Labrador’s Judy Mayo (the report contains numerous disclosure examples):
Show how directors’ skills are highly relevant to advancing company strategy
Visualize how relevant…
Here’s a series of excerpts from this six-page report about drafting letters from leadership for your proxy penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples):
Why Should You Include a Letter? – Similar to the CEO letter…
Some people are considering using Workiva for the first time for their proxy. Most users expect to just “upload a draft,” but Workiva’s architecture requires some upfront structural thinking. Here are a few things to consider along those lines, gleaned…
Here’s a trio of excerpts from this 12-page report about risk oversight disclosure penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples):
1. Rethink the Traditional Committee Oversight Matrix: Many companies cite the desire to streamline text and…
Bearing in mind that the first institutional investor recently announced it has stopped using proxy advisors, check out this six-page recap of an investor survey from CII (also see these investor poll results) from last summer that reveals a bunch…
This Glass Lewis report is chock-full of charts and analysis about how investors are approaching climate issues these days, with the conclusion being: “Climate remains a key issue for many investors around the globe – but one that is increasingly…
As we read about the growing attacks on proxy advisors – and how institutional investors may be passing through voting choice down to their clients, not to mention a world where the art of shareholder engagement gets more tricky, the…
Here’s an excerpt from this 14-page report on ESG disclosures penned by Labrador’s Deborah Koenen (the report contains numerous disclosure examples):
“In response to the increased scrutiny by anti-ESG factions but mindful of continued investor interest in those topics with…
Here’s an excerpt from this 28-page report on board political activities oversight disclosure penned by Labrador’s Laura Ann Smith (the report contains numerous disclosure examples):
“Companies have moved well beyond mere mention of prohibited political contributions or political activities in…
I get this question a lot so I figured I’d address it more publicly. For some, there’s nothing more exciting than seeing your name in the newspaper. It’s cool. You can show it off to your family and friends. My…
Here’s an excerpt from this 12-page report penned by Labrador’s Lois Yurow (which includes a number of different types of disclosure examples):
“Concerns about executive security have been on the rise for several years. The 2024 murder of UnitedHealth CEO…
Recently, I asked Freshfields’ Pam Marcogliese, DLA Piper’s Sanjay Shirodkar, and Compensia’s Mark Borges the question of “What do you consider to be good disclosure?” Here’s a summary of their answers from those videos:
Pam Marcogliese notes that good disclosure…
Earlier this week, Corp Fin caused a stir when it issued this statement saying that it won’t respond to no-action requests – at least until September 30, 2026 – unless a company is seeking relief under Rule 14a-8(i)(1)’s “not a…
Last week, Labrador released this 5-page report with proxy season trends. One area covered by this report is how shareholder proposals focusing on governance issues fared this year. There were essentially the same number of these proposals voted upon compared…
