Preparing for the 2019 Proxy Season


It’s time for public companies to prepare for the 2019 proxy season. For those banks that are not public now but are considering going public in the future, gain a better understanding of how to prepare for this process.

In this webinar, learn how to file the required SEC filings and address shareholders’ and advisory firms’ concerns. Get the latest information about SEC requirements, shareholder advisory firm scorecards and standards, and investor expectations.

To request a playback, email Montana Townsend at


Learning Objectives:

  • Understand what constitutes a transparent and high-quality compensation proxy disclosure
  • Learn what banks can do to be proactive in the area of shareholder litigation as it relates to compensation and corporate governance to help mitigate exposure
  • Explore opportunities available while proxy filing to showcase a company and its strengths and successes


Gayle Appelbaum

Gayle Appelbaum is a partner in the Minneapolis office of McLagan’s regional and community bank consulting practice. She specializes in developing total compensation plans that balance short- and long-term risk while building shareholder value. Gayle’s expertise encompasses the full spectrum of compensation and benefits issues, including corporate governance, pay-for-performance, risk assessment, taxation, regulatory compliance, and compensation agreement provisions. Gayle brings over 35 years of experience in the financial services industry to her clients. Her extensive knowledge of compensation trends and the financial services industry coupled with her keen ability to understand each client’s needs enables her to create solutions unique to each situation.

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 WiBinar:

This webinar is ideal for:

Chief Financial Officer, Controller, Senior Financial Analyst, Chief Compliance Officer, Bank Counsel, Auditor