The annual general meeting (AGM). It’s a cornerstone of effective governance — and a huge source of stress for the people involved in pulling together agendas and disclosures and prepping the board.

What threats, issues and opportunities should board members get ahead of before the annual event? What questions should they be prepared to answer in the meeting itself?

In an area this complex and important, it’s never too early to start planning for the year ahead. The corporate secretary, general counsel and others must align the board and leadership team, working with directors to craft the company’s narrative for key disclosures and anticipate any activism-related problems.

This seven-step checklist will help you create a solid plan for your next AGM, so you’re ready for anything when proxy season rolls around.

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Prepping for proxy season: A checklist for your next AGM

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