Prepare for proxy season and understand the important issues and significant updates.
As companies begin to look ahead to the upcoming 2023 proxy season, there are several recent developments companies need to consider as their reporting preparations commence. This presentation will provide an overview of these important issues and other significant updates, including Security and Exchange Commission (SEC) disclosure and filing requirements, pending SEC rulemaking, executive compensation matters, and corporate governance trends.
Agenda
Faculty
Stefan P. Smith
BakerHostetler
- Partner, Baker & Hostetler LLP
- Utilizes in-depth background in employee benefits and executive compensation law to advise both public and private companies on establishing and ensuring the continued compliance of tax-qualified defined contribution and defined benefit retirement plans and all forms of executive compensation arrangements
- Counsels clients on employee benefit matters that arise during mergers and acquisitions
- Works with all types of health and welfare plans and executive and equity-based compensation
- Recognized in Chambers USA: Employee Benefits and Executive Compensation in Texas, The Best Lawyers in America®, and D Magazine, Best Lawyers in Dallas
- J.D. degree, with honors, University of Texas School of Law; B.A. degree in political science, magna cum laude, Southern Methodist University
- Can be contacted at [email protected], 214-210-1202, or 310-979-8431
Adam Finerman
Baker & Hostetler LLP
- Partner, Baker & Hostetler LLP
- Co-leader of the IPOs and Securities Offerings team
- Broad experience in IPOs, securities offerings, proxy contests, and mergers and acquisitions
- Counsels public and private companies in their mergers, asset acquisitions and divestitures, stock purchase transactions, restructuring of securities, capital markets transactions, and public and private common and preferred equity transactions, as well as debt financing transactions
- Advises public companies in their transactional and capital market transactions and on general corporate matters, SEC reporting requirements, and other public company obligations
- Member of the Association of the Bar of the City of New York and The Penn Fund of the University of Pennsylvania, executive board
- J.D. degree, University of Pennsylvania Law School; M.B.A. degree, The Wharton School of the University of Pennsylvania; B.S.E. degree, cum laude, The Wharton School of the University of Pennsylvania
- Can be contacted at [email protected] or 212-589-4233
Macy Munz
Baker & Hostetler LLP
- Associate, Baker & Hostetler LLP
- Focuses on corporate contracts, energy-related transactions, mergers and acquisitions, and commercial real estate
- Provides a well-rounded combination of legal skills and business acumen to clients’ corporate transactions
- Driven to help clients succeed by first identifying their problems, recommending strategies, and bringing them to a satisfactory resolution
- J.D./D.C.L. degree, Louisiana State University Law Center; M.B.A. degree, Louisiana State University; B.A. degree, Baylor University
- Can be contacted at [email protected] or 713-331-8447
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