Join Intelligize and experts from Mayer Brown and Georgeson for a free CLE* webinar to help you prepare for a Proxy and Annual Reporting season the SEC is still shaping.

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About This Webinar
Some SEC changes are already in effect and others are still proposals, so planning for the 2027 proxy and annual reporting season starts with separating what’s settled from what’s still in play.

Join experts from Mayer Brown and Georgeson for Preparing for the 2027 US Proxy & Annual Reporting Season, a free CLE-eligible* webinar , hosted by Intelligize on Thursday, November 12, 2026, at 11:45 a.m. ET.

Our panel will walk through what these developments mean for 2027 and share practical guidance on Form 10-K and proxy statement drafting, governance and compliance updates and investor engagement.

In this session, attendees will:

• Gain an understanding of recent proxy statement and annual report developments, and what is likely to apply in 2027
• Learn how to handle shareholder proposals now that the SEC staff no longer responds to Rule 14a-8 no-action requests and has proposed rescinding Rule 14a-8
• Learn about risk factor disclosure trends, including cybersecurity, artificial intelligence, and other emerging topics
• Gain insight into shareholder proposal trends, proxy advisor developments and voting outcomes from the 2026 season, and what to expect in 2027, including related litigation risks

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*Continuing Legal Education (CLE) programs are designed to provide 60 minutes of educational content. LexisNexis applies for credit based on the content, but the type of credit and approval is at each state’s Mandatory Continuing Legal Education
(MCLE) Board's discretion.

NOTE: This course is appropriate for both newly admitted and experienced New York attorneys. However, newly admitted attorneys typically cannot earn Skills CLE credit for courses delivered via webinar or webcast.
Agenda
  • Introductions & “housekeeping” items related to CLE
  • Recent proxy statement and annual report developments, and what is likely to apply in 2027
  • Updates on shareholder proposals now that the SEC staff no longer responds to Rule 14a-8 no-action requests and has proposed rescinding Rule 14a-8
  • Risk factor disclosure trends, including cybersecurity, artificial intelligence, and other emerging topics
  • Shareholder proposal trends, proxy advisor developments and voting outcomes from the 2026 season, and what to expect in 2027, including related litigation risks
  • Questions
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Jennifer Zepralka
Partner, Mayer Brown LLP
Jennifer Zepralka offers clients years of experience advising public companies on their obligations under the federal securities laws and on related corporate governance requirements. She also works with growth companies as they seek to raise capital under the federal securities laws and become public companies. Jennifer is the former Chief of the Office of Small Business Policy in the US Securities and Exchange Commission’s Division of Corporation Finance and has also held other roles within the Division over her years with the Commission.

Jennifer obtained her AB from Dartmouth College and earned her JD from the University of Pennsylvania Law School.

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Ali Perry
Counsel, Mayer Brown LLP
Alexandra (Ali) Perry focuses her practice on corporate and securities transactions as well as general corporate counseling. Ali has experience advising issuers, underwriters, placement agents, and investors in connection with public and private issuance of debt and equity. She has advised on numerous initial public offerings, SPAC mergers, follow-on equity offerings, private placements, at-the-market offerings, as well as investment grade debt offerings and medium term note programs among other capital markets transactions.

Ali also assists public companies with ongoing securities law compliance requirements. SEC reporting, and general corporate governance matters.
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Liz Walsh
Counsel, Mayer Brown LLP
Liz Walsh is counsel in Mayer Brown’s Washington DC office and a member of the Public Companies & Corporate Governance and Capital Markets practices. She advises public companies on their obligations under the federal securities laws and on related corporate governance requirements. Liz also provides advice to public companies regarding compliance with SEC executive compensation disclosure requirements and Section 13 and Section 16 reporting. In addition, she advises on corporate governance matters, including advice regarding director independence, board committee structure and charters, codes of conduct, corporate governance guidelines, controls and procedures, CEO and CFO certifications, and NYSE and Nasdaq requirements.

Liz spent over 11 years at the US Securities and Exchange Commission in the Division of Corporation Finance. She most recently served as Acting Director of the Office of Small Business Policy and previously served as Special Counsel to the Deputy Director of the Division.

Liz obtained her BA from Boston University and earned her JD from Duke University School of Law.
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Edward Greene
Managing Director, Georgeson
Edward Greene is a proxy and corporate governance expert with over a decade of experience guiding issuers through complex proxy solicitation campaigns and supporting clients with the shareholder data, trends and analytics that allow them to deploy smarter and more informed proxy strategies.

Edward has been involved in hundreds of proxy solicitation campaigns and has led clients to successful outcomes in various matters relating to executive compensation, corporate governance and shareholder activism. He provides year-round corporate governance advisory services to help numerous Russell 3000 and Fortune 500 companies make smarter governance decisions.

He is a member of Georgeson’s Activism and M&A teams and regularly contributes to Georgeson content development. He has also been a featured speaker for IR Magazine and the National Investor Relations Institute (NIRI) webinars.

Prior to joining Georgeson, Edward oversaw the Kingsdale U.S. research team as vice president of research. He also served as vice president of governance at AST Phoenix Advisors and vice president at Laurel Hill Advisory Group.

Edward is an active member of the Society for Corporate Governance and the NIRI.
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