Shareholder/Director Engagement: New Governance Trends

November 9, 2016

Come network and learn at this IR luncheon focused on best practices for engaging your board of directors with shareholders.

IR has long been considered an early warning system with “peace time” as the “best time” for building relationships with shareholders. Many board members are now embarking on corporate governance road shows in an effort to secure shareholder support well in advance of annual meetings.

Join us Wednesday, November 9th at One Market Restaurant where a panel of experts will share best practices for strengthening relationships with shareholders as IROs manage through this new normal of increased director engagement.

11:30am - 12:00pm: Registration and networking
12:00pm - 1:00pm: Panel Discussion and Q&A


  • Gwen LeBerre , ‎Director, Proxy & Governance at Charles Schwab Investment Management
  • Sonia Lurie, Proxy Voting Officer & Investment Operations Specialist at Dodge & Cox
  • John Saia, Associate General Counsel and Corporate Secretary at McKesson
  • Sarah Teslik, Counselor, Joele Frank

Ticket Prices: $30 Members, $40 Non-members (additional $10 for walk-ins)
Ticket price includes access to the event, sandwich bar and beverages.

Special thanks to our event sponsor: 

Joele Frank logo

All attendees will be automatically entered into a drawing for a free ticket to our January 11 luncheon:
 "Navigating Proxy Advisory Firms as Part of Activist Defense and Good Corporate Governance"

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