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Practical Analysis

The Latest on Shareholder Engagement Disclosures

Here’s an excerpt from this 13-page report about shareholder engagement disclosures penned by Labrador’s Cécile Linares (the report contains numerous disclosure examples): “In a time of regulatory caution and shifting investor behavior, transparency in shareholder engagement remains essential. By refining…
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Workiva: Most Common “First-Timer” Questions

Following up on last week’s blog about the beginning steps with Workiva you didn’t expect, here are questions that Labrador often gets from companies using Workiva for their proxy for the first time: 1. Why does my PDF look great…
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10 Ways to Optimize How You Present Board Skills

Here’s the first four of 10 tips from this 17-page report on “director skills” disclosures penned by Labrador’s Judy Mayo (the report contains numerous disclosure examples): Show how directors’ skills are highly relevant to advancing company strategy Visualize how relevant…
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How to Write Letters from Leadership for Your Proxy

Here’s a series of excerpts from this six-page report about drafting letters from leadership for your proxy penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples): Why Should You Include a Letter? – Similar to the CEO letter…
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Workiva: The “Beginning Steps” You Didn’t Expect

Some people are considering using Workiva for the first time for their proxy. Most users expect to just “upload a draft,” but Workiva’s architecture requires some upfront structural thinking. Here are a few things to consider along those lines, gleaned…
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A Revamp of “Risk Oversight” Disclosures

Here’s a trio of excerpts from this 12-page report about risk oversight disclosure penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples): 1. Rethink the Traditional Committee Oversight Matrix: Many companies cite the desire to streamline text and…
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Recent Posts

The Latest on Shareholder Engagement Disclosures
Workiva: Most Common “First-Timer” Questions
10 Ways to Optimize How You Present Board Skills
How to Write Letters from Leadership for Your Proxy
Workiva: The “Beginning Steps” You Didn’t Expect
A Revamp of “Risk Oversight” Disclosures