2020 Proxy Season Update

IT, Technology, & Operations

Publicly traded financial institutions are gearing up for the 2020 proxy season. In this webinar, learn about recent updates and developments relevant to financial institutions in key areas such as activist shareholders, proxy advisory services’ voting guidelines, environmental, social and governance (ESG), executive compensation, and corporate governance. This webinar will be relevant to a broad range of publicly traded financial institutions. 

Who Should Attend: Chairman, Director, President, Chief Executive Officer, Counsel

Learning Objectives

  • Receive an update on activist shareholder focus and initiatives
  • Learn about recent developments in proxy advisory services voting guidelines
  • Explore the environmental, social and governance (ESG) movement and strategies for banks to react and innovate in the realm of ESG
  • Receive an update on trends in executive compensation plan design, governance features and disclosure obligations


Shawn Turner
Holland & Knight

Shawn M. Turner is a partner in Holland & Knight’s Denver office and is a member of the firm’s financial services practice group. Shawn advises board of directors and senior management teams of public and private financial institutions across the United States with respect to risk management, corporate governance, capital raising, mergers and acquisitions, activist shareholder, and executive compensation matters. He serves as independent counsel for board committees, and has significant experience interacting with federal and state banking and securities regulators.

Kerry Halpern
Holland & Knight

Kerry Halpern is an employee benefits and executive compensation attorney in Holland & Knight’s Philadelphia office who represents public and private clients in a large number of industries, including financial services, life sciences, consumer products and technology, throughout the United States, Canada, United Kingdom, Sweden and many other countries. She regularly advises compensation committees, executive management, and individual executives in connection with a large assortment of compensation and benefits issues.

Kerry advises clients on disclosure of executive compensation under U.S. securities laws, from the initial public offering (IPO) stage to the ongoing disclosure obligations of large public companies, as well as compensation disclosure and shareholder outreach, and Institutional Shareholder Services (ISS) guidelines and potential impact on their say-on-pay shareholder votes. She has substantial knowledge in tax planning with respect to all benefit plans, including deductibility of compensation under Section 162(m) of the Internal Revenue Code and structuring deferred compensation in compliance with Section 409A of the Internal Revenue Code.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.


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