Chapter Meeting

2017 Proxy Season Post-Mortem (Initial Take-Aways)

SPEAKER: William Ultan, Managing Director - Corporate Governance, Morrow Sodali LLC

DATE: Thursday, June 15, 2017

LOCATION:  McDonald Hopkins LLC, 600 Superior Ave, East, Suite 2100, Cleveland, OH 44144


Registration and Lunch: 11:30 am to 12:00 pm

Presentation: 12:00 pm to 1:00 pm

With 30 years of experience in the field, Bill has guided companies through a wide range of governance and takeover challenges, including contentious shareholder proposals and compensation-based initiatives, proxy fights, tender offers, and other corporate control matters. He previously was a senior member of the firm’s Stock Surveillance and Proxy Solicitation departments.

Bill’s vast experience has been gained through years of observing shareholders and proxy advisory firms, assessing compensation practices and governance policies, and analyzing voting results and solicitation strategies. He prepares many strategic assessments and counsels officers as well as directors of public companies across a diverse range of industries and market capitalizations. In many instances, he is retained to work throughout the year assisting companies with ongoing shareholder outreach programs and governance management efforts.

Bill is a frequent speaker at law firms and industry group meetings, including the Society for Corporate Governance, National Investor Relations Institute, Northwestern University School of Law’s Corporate Counsel Institute, The John L. Weinberg Center for Corporate Governance at the University of Delaware, The Conference Board, Corporate Board Member, and The Millstein Center for Corporate Governance.

Thanks to the generous support of McDonald Hopkins LLC there is no cost to attend. Space is limited and preregistration by June 10, 2017 is required.


Ketan Patel

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