This insightful session offers a step-by-step guide to securing shareholder approval for new or amended equity plans. Gain essential insights on the recommended timeline, project plan, and key stakeholder roles.
Key learning points:
- Navigating key developments: Stay informed about the latest developments affecting equity plans and the shareholder approval process, including proxy advisor and institutional shareholder voting policies.
- Best practices and compliance: Discover best practices and essential updates for equity plans in light of recent legal, tax, and governance changes, ensuring alignment with regulatory requirements.
- Effective communication and execution: Learn strategies for effectively communicating material plan changes to executives and gaining board buy-in. Explore proxy disclosure considerations, including addressing potential stockholder risks. Additionally, delve into unique considerations related to ESPP approval and post-shareholder approval action items that demand attention.