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Conference Material Site sponsored by Ipreo  
Why Now?
You've read the headlines when companies face activist challenges and poor voting results. IR can help protect your company's brand. We'll explain how you can get involved!
Actionable Takeaway Documents
  • Phoenix Advisors Client Alerts and White Papers
  • Sample institutional voting contact and proxy advisor list

Session Material
Attendee access, log-in required
AST: Navigating the Corporate Governance Landscape: A Roadmap for IROs*
Tue - Jun, 5 | 12:00 pm - 1:30 pm
Location: 611-614 (Convention Center Level 6)
Category: Lunch and Learn

In this informal lunch and learn setting, attendees/participants will hear from and speak with John Siemann, President and Partner of Phoenix Advisory Partners, a corporate governance consulting, proxy solicitation and M&A services firm. John's clients include Fortune 100 companies as well as many mid and small cap companies.

John will describe the major issues of the day, including Say on Pay, Proxy Access, Director withhold campaigns, approval of equity plans, as well as a range of shareholder proposals which many companies receive. He will also discuss the role and influence of proxy advisors, an area where there are many misperceptions.

He will describe how, particularly over the past several years, IROs have increasingly become actively involved in the proxy process, often teaming with their company's corporate secretary and HR head, to discuss their company's corporate governance policies and compensation practices with their largest investors.

Most important, he will describe real-life scenarios in which his client IROs have been active both in investor engagement on these issues, as well as assisting in drafting understandable, persuasive proxies.

Moderator/Lead Speaker:
John Siemann, Partner
Phoenix Advisory Partners

Frank A. Scaturro, Senior Vice President, Investor Relations
Phoenix Advisory Partners
    Learning Objectives:
  • How are my peer IRO's supporting their company's corporate governance messaging and proxy efforts
  • Raise your governance IQ in a relaxed setting (and we'll feed you as well)!
  • If you are not yet involved in these issues, how can you demonstrate the value you can add to this process?
  • What are reasonable and achievable expectations from getting involved in these areas? How can you leverage your existing IR relationships to directly benefit the proxy process?
* Draft description as of 6/28 3:51 pm, subject to change

Contact Tammy Dang ( with session inquiries.