Archive | Event

Bruce Herbert Newground

Bruce Herbert – Changing Investor Awareness

Bruce Herbert on Vote counting, Chevron, and the changing tide of investor awareness. That’s a small fraction of Bruce Herbert’s focus at Newground Social Investment and some of what we will discuss on April 11, @ 11 am Pacific (2 pm Eastern).  Register. CorpEngage.net houses links to scheduled Corporate Accountability Forums and a growing number of […]

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David Webber - Working Class Shareholder

David Webber on The Rise of the Working-Class Shareholder

David Webber: Guest Speaker on Corporate Accountability Forums April 4, 10 am Pacific, 1 pm Eastern – Register   David Webber Yesterday, David Webber discussed his comment letter on proposed DOL regulations, which failed to consider the jobs of the very workers who contribute to funds regulated by the Department, harming both the workers and the funds […]

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Six New Rules of Business With Judy Samuelson

Six New Rules of Business With Judy Samuelson

Six New Rules of Business: Creating Real Value in a Changing World (Berrett-Koehler, 2021) is Judy Samuelson’s latest book. Fresh off her testimony to Congress on shareholder primacy, discuss the issues with Judy on Corporate Accountability Forums, Monday 3/28/2022 at 2 pm Eastern – Register now to participate.  (more…)

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Jackie Cook

Jackie Cook 3/21 on CEO Pay & Gender Parity

3/21 Jackie Cook: 1 pm Pacific, 4 pm Eastern – Register  Jackie holds the position of Director, Stewardship, Product Strategy & Development at Morningstar, leading Sustainalytics’ ESG Voting Policy Overlay service.  She previously held the role of Director of Investment Stewardship Research.  Her research covers investor active ownership practices, proxy voting trends, and corporate governance.  Jackie […]

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Leo Strine

Leo Strine: Corporate Accountability Forums 3/14/22

Leo Strine (Leo E. Strine, Jr.) is one of history’s most prolific legal scholars, especially on issues of corporate accountability. I have seen and heard him in many venues. Much like a rock star, he often comes out, blows our minds, and quickly exits the stage. On Monday (3/14/22), he will be our guest on […]

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21st Century Investing

21st Century Investing

21st Century Investing: Redirecting Financial Strategies to Drive Systems Change is one book we hope investment fund trustees are reading and taking advice from. There are far too many green-washing funds trying to appeal to our green wishes. Money is flowing into ESG funds faster than ever. Many of us recognize that investing and shareholder advocacy […]

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2022 Corporate Accountability Forums

2022 Corporate Accountability Forums

2022 Corporate Accountability forums begin 2/22 at 11 am Pacific (2 pm Eastern) with Brandon Rees as our first guest speaker using our own Zoom account and registration process. Each session will last 60 or more, so everyone should get a chance to join the discussion. Flexibility is key, so meeting days and times will […]

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US SIF Forum 2021

US SIF Forum 2021 Speakers and Agenda Announced

US SIF Forum 2021, like most conferences during the past year, will be virtual. I’ll be there, wearing my five-finger shoes, trying to report on your observations. Will we still recognize each other? No problem. Look for the tag #USSIF2021. Encrusted reified assumptions are crumbling. Beta-activism building back better will take creative thought and cooperative […]

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Amazon Shareholders Unite

Amazon Shareholders Unite (Updated)

Amazon Shareholders Unite Amazon Shareholder Unite for two two-way dialogues. Last summer I warned that chat rooms are the key missing ingredient at virtual shareholder meetings. Chat rooms before and after meetings would allow shareholders to interact informally with each other and with corporate representatives, as they do at in-person meetings. Virtual chat rooms would […]

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ESG Insider April 9

ESG Insider April 9, 2021 Podcast & More

ESG Insider April 9 is the most recent S&P Global podcast. Co-hosts Lindsey White and Esther Whieldon interview the sponsors of several new proxy proposals. As a shareholder advocate trying to get the word out on my own proposals, I found it interesting and informative. Last season I participated in Tesla Investor Briefing 2020 AGM with […]

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Share Investor Summit 2021

SHARE Investor Summit 2021: Register

SHARE Investor Summit 2021, register. This will be a fantastic virtual event, February 16-19, 2021. Against the backdrop of the social and economic impacts of COVID-19, escalating wealth inequality, systemic racism, and the continuing climate crisis, we rise to the challenge. The SHARE Investor Summit 2021 brings together investment decision-makers and leaders to identify ways of […]

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Tesla Investor Briefing 2020 AGM

Tesla Investor Briefing 2020 AGM

Tesla Investor Briefing 2020 AGM. Join Investor Advocates for Social Justice, CorpGov.net, Nia Impact Capital, and Whistle Stop Capital. When: Friday, September 18, 2020 at 12 EST/9am PST.  Investor briefing for Tesla shareholders and media in advance of the upcoming Tesla AGM (September 22nd). The webinar will provide an overview of three of the shareholder […]

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ISG

ISG First Conference with Weinberg Center – Sept. 13, 2019

ISG (Investor Stewardship Group), an investor-led initiative comprised of more than 60 of the largest U.S.-based institutional investors and global asset managers representing in excess of US$31 trillion AUM, joins with the John L. Weinberg Center for Corporate Governance to hold what promises to be an informative and exciting conference. Register now. (more…)

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Shareholder Democracy Network on Drugs

Shareholder Democracy Network on Drugs

Drugs are being priced out of reach. The new web platform, Shareholder Democracy, will enable millions of Americans to “vote” on pending 2019 shareholder resolutions at six pharmaceutical companies. Shareholder Democracy Network and its drug-pricing ballot for stakeholders will be launched during a phone-based news conference at 1 p.m. ET/10 a.m. PT on Tuesday (February […]

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Directors Forum 2019 acutually voting at 2018

Directors Forum 2019: Register Now

I just registered and booked for Directors Forum 2019. San Diego is a great place to be in January. The 14th annual Forum promises to be the best yet. Will you join us this year? Check out the agenda. Photos from the 2018 event. Here are a couple of my posts from last year’s Forum. (more…)

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Directors Forum 2018 venue

Directors Forum 2018: Best Stakeholder Interactions

Directors Forum 2018: Directors, Management & Shareholders in Dialogue brings together investors, directors and management to engage in open, off-the-record dialogue about today’s pressing governance issues. Speakers will put a spotlight on the escalating impact of “corporate culture” on business success. Hosted by Corporate Directors Forum, Directors Forum 2018 will be held on January 21-23, […]

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AI Robotics panel

Vermont Employee Ownership Conference

Matt Cropp, Associate Director of the Vermont Employee Ownership Center and Marjorie Kelly, Executive Vice President of the Democracy Collaborative, discuss employee and community ownership, with a specific discussion of the Keep BT Local Campaign. (more…)

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Town Hall Meetings on the Financial Choice Act

Town Hall Meetings: Financial CHOICE Act

Town Hall Meetings on the Financial Choice Act are right now the most urgent defense line to protect shareholder rights. As you are aware, the Financial CHOICE Act (which threatens to gut the Consumer Financial Protection Bureau and the Shareholder Proposal Rule) has been referred to the full House of Representatives for a vote as […]

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Diversity Forum 2017

CalPERS & CalSTRS Diversity Forum 2017

Registration is Now Open. Join CalPERS & CalSTRS at this year’s Diversity Forum 2017, an all-day event on May 10, 2017 in Sacramento. About the CalPERS & CalSTRS Diversity Forum 2017 The goal of Diversity Forum 2017 is to bring together investment and corporate executives to discuss how to better capitalize on the abilities of the diverse modern […]

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Disclosing Modifications

Proxy Statements Increase Disclosures

Proxy Statements Disclosing Engagement Nearly half of S&P 100 companies included information in their proxy statements that showed how they responded to shareholder concerns and made changes to policies, according to a new report from Equilar, Innovations in Proxy Design, featuring commentary from Donnelley Financial Solutions and Pay Governance. In 2012, just 14.3% of the S&P […]

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Equilar GDI - gender parity

Equilar GDI: Board Gender Parity 2055

The new Equilar GDI (Gender Diversity Index) found it will take nearly 40 years for Russell 3000 boards of directors to reach gender parity. If the current rate of growth remains the same, Russell 3000 boards would reach 50% male and 50% female representation in Q4 2055. Diversity Forum I urge readers 5/10 join CalPERS […]

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Pension Fund Trustee Training

Pension Fund Trustee Training Offered

CII, in partnership with CFA Institute, offers Pension Fund Trustee Training on Feb. 27, 2017, 9 AM to 3 PM at the Mandarin Oriental Hotel, Washington, D.C. Two pension fund trustee training courses covering fundamentals and advanced topics in trustee service (Registration) (more…)

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tipping points intentional decision

Tipping Points for Intentional Investors

Tipping Points 2016,  a new state-of-the-industry report profiled 50 investors investors with $17.3 trillion in assets, finds that investors are deliberately incorporating new investment approaches to help address systems-level risks and opportunities. The study indicates that investors are intentionally attempting to influence systems-level risk factors previously ignored as beyond the impact-ability of institutional investors. The report  identifies ten tools […]

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LGBTQ

LGBTQ Rights @ SRI Conference

LGBTQ Panel at SRI While major advances have been achieved in the United States to protect the rights of the LGBTQ individuals (lesbian, gay, bisexual, trasgender, queer or questioning), there are still a number of countries where outright discrimination and even punishment by death are real threats. A major LGBTQ rights panel during the 27th […]

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Food Safety Regulations Compared

Food Safety Report & Webinar

Food safety is an issue I’ve been concerned with for years, first as head of California’s cooperative development program, then while on the boards of a food co-op and a wholesale distributor. I remember going for a State of California job interview with someone who lived a few houses down from the co-op. During the […]

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Rock Center Program for Journalists

Rock Center Program for Journalists

The Rock Center Program for Journalists: A Primer in Corporate Governance is a one-day program intended to educate journalists who cover these issues. The program is scheduled for Thursday, June 9 at the New York Offices of Skadden, Arps, Slate, Meagher & Flom LLP. Applications are due May 20. (more…)

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Directors Forum 2016: Set for Opening Reception

Directors Forum 2016: Directors, Management & Shareholders in Dialogue

Directors Forum 2016 is a ‘must’ in an increasingly complex and volatile environment with expanding investor and stakeholder activism, geo-political unrest and 24/7 political campaigning, boards and management facing unprecedented demands. “Directors Forum 2016: Directors, Management & Shareholders in Dialogue,” hosted by Corporate Directors Forum on January 24-26, 2016, provides a forum for three constituencies […]

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Register for 2015 Millstein Governance Forum

You are invited you to join us for the 2015 Millstein Governance Forum. This year’s Forum, the 10th annual hosted by the Millstein Center, will focus on The Board-Centric Model in the Array of Shareholders and will take place on Thursday, December 10, 2015 at Columbia University in New York. (more…)

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Conference Scholarships For SRI/ESG Investing

All In For Impact: The 26th Annual SRI Conference will take place November 3–5, 2015 at The Broadmoor, Colorado Springs, CO. I am pleased to announce conference scholarships for SRI/ESG investing are now being made available to students and young professionals. The SRI Conference is an annual gathering of the responsible investment industry designed to stimulate, inspire, […]

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Webinar Tomorrow Reviews How Sustainability Drives Growth

Sustainability innovation is powering business growth, according to a new research report. Between 2010 and 2013, revenues from company-defined portfolios of sustainable products and services grew by 91% among the companies examined in the report. For S&P Global 100 companies that break out revenue for sustainable products or services separately, that revenue stream grew at […]

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