Preparing for the 2024 Proxy Season

What can issuers do to prepare for the 2024 proxy season?

What topics will be top of mind for investors and what policy changes should you be preparing for? Hear from a panel of experts on the top proxy issues and policy changes that will impact 2024, drawing from lessons learned in 2023. This webcast is eligible for 2 CEUs.


Date: Thursday, November 23, 2023
Time: 12:00 - 1:15pm ET
Price: Free for CIRI Members and Non-Members

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

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What You Will Learn

  • The top proxy issues of 2024; 
  • New ISS & Glass Lewis Policies;
  • Institutional investors' processes for proxy voting and engagement; and
  • Expectations for 2024 AGM formats.

Who Should Attend

This event is intended for all individuals involved in the preparation for proxy season and AGMs.  


Lara Donaldson, Chief Operations Officer, TSX Trust  
As Chief Operations Officer at TSX Trust, Lara has overall responsibility for the Transfer Agency, Proxy Solicitation and Corporate Actions businesses. Lara is the President of the Securities Transfer Association of Canada (STAC), is past Chair of the STAC Legal and Regulatory Working Group, and is also on the board of the Securities Transfer Association (STA) in the United States. She is often called upon to speak at industry events on topics including Transfer Agent Proxy Processes and Proxy Reform, and Regulatory Amendments. Lara is a member of the Governance Professionals of Canada (GPC), the Canadian Investor Relations Institute (CIRI), the Institute of Corporate Directors (ICD), and the Women’s Executive Network (WXN). She is also an affiliate member of the Institute of Chartered Secretaries and Administrators (ICSA) and successfully completed the ICSA Canada Directors’ Education and Accreditation Program (DEAP) in June, 2017. She began her career in the transfer agency industry more than 24 years ago, and has progressed through various roles, most recently holding the title of Director, Regulatory and Industry Affairs at Computershare Canada.

Oren Lida, Research Director, Israel & North America, Glass Lewis & Co.
Oren joined Glass Lewis in 2016 as an analyst on the Israel and North America (U.S. and Canada) governance teams. As Lead Analyst for Canada and Israel (including U.S.-listed Israeli companies) he oversees governance and executive compensation research and engages with clients, issuers and other stakeholders across both markets. Oren holds a bachelor's degree in History from King's College London and is fluent in English, Hebrew and German.

John Vizikas, Associate Director, Head of Canada Research, ISS Governance  
John joined ISS in 2014 and has 17 years of experience in corporate governance and ESG research. As head of the Canadian Research Team, he oversees corporate governance and proxy research on Canadian companies and leads ISS' Canadian policy development and formulation process. Previously, as head of Canadian M&A, he specialized in contested M&A situations and proxy contests. Prior to joining ISS, he worked as a senior research analyst at GMI Ratings, a corporate governance and ESG ratings and research provider, where he led a group of international research analysts. John holds a Master of Business Administration (Financial Management) and a Master of Science (Investment Management) from the Lubin School of Business at Pace University.

Cancellation Policy

Cancellations must be received 48 hours in advance for reimbursement. Please contact Brittany Snell if you need to cancel your registration.

11/23/2023 12:00 PM - 1:15 PM
Eastern Standard Time
Virtual - Eastern Time Virtual - Eastern Time, CANADA

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