Hot tips for holding virtual annual shareholder meetings

As companies with 12/31 fiscal year-ends ramp up preparations for their annual shareholder meetings, here are three resources to consider:

1. Carl Hagberg’s practical tips from his article – “Our Detailed Playbook For A Top-Flight Shareholder Meeting In 2022” – published in his “Shareholder Service Optimizer”

2. Jim McRitchie’s note in which he recommends that companies use virtual meeting platforms akin to Gather.town. Jim notes ” Shareholders should be able to talk to each other before and after the AGM, as well as to company staff/directors.”

3. The four sets of tips & anecdotes from those in-house on Perkins Coie’s PublicChatter.com. I’m biased since I’m the one who solicited these tips – but there’s some really good practical stuff here.