Each proxy season brings new disclosure priorities and investor expectations. With emerging issues like AI, cybersecurity and ESG continuing to evolve, now is the right time to assess what's ahead for 2026.
Join experts from Mayer Brown, Georgeson and Veralto for a free CLE-eligible webinar*, hosted by Intelligize, on Wednesday December 10, 2025 at 11:45 am ET.
In this session, legal and governance experts will cover new developments shaping the 2026 season, including disclosure updates, risk factor considerations and trends in ESG, AI, cybersecurity, and shareholder proposals.
In this session, attendees will:
+ Gain a fundamental understanding of recent proxy statement and annual report developments
+ Learn about risk factor disclosures, cybersecurity, artificial intelligence, and climate change disclosure trends
+ Learn about proxy voting matters and trends in shareholder proposals
+ Risk factor considerations and more
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*CLE programs are for 60 minutes of instruction. LexisNexis seeks credit based on the content, but type of credit allowed is determined by the state governing MCLE Board. Please note that approval of a course is at the discretion of each state bar.
Please be aware that this course is eligible for 60 minutes of CLE (Continuing Legal Education) instruction. In order to comply with state regulations, LexisNexis needs to offer educational content without any introductory information, breaks, or logistical details. Therefore, the meeting notice is scheduled to start 15 minutes prior to the official commencement of the CLE agenda. We encourage all participants to join at the start time, as our instructors will provide introductions and logistical instructions approximately 5-10 minutes before the CLE instruction begins. It's important to note that this additional time is not included in the 60 minutes of CLE instruction.
**Please note, recordings of CLE webinars are not eligible for CLE credit.
NOTE: If you are licensed in New York, this content is appropriate for both newly admitted and experienced New York attorneys. Although this content is appropriate for all New York attorneys, newly admitted attorneys cannot earn skills CLE credit for the completion of the course when presented via webinar or webcast. (NY has issued a temporary ruling that newly admitted attorneys can receive Skills credit via webinar or webcast through December 31, 2025, due to COVID-19.)
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- Introductions & CLE-related "housekeeping"
- Recent proxy statement and annual report developments
- Considerations for risk factor disclosures
- Cybersecurity, artificial intelligence, and climate change disclosure trends
- Proxy voting matters and trends in shareholder proposals
- Environmental and social matters, and more
Jennifer obtained her AB from Dartmouth College and earned her JD from the University of Pennsylvania Law School.
Before attending law school, Ryan served as Captain in the United States Army with assignments in Kaiserslautern, Germany and Fort Riley, Kansas.
Ali also assists public companies with ongoing securities law compliance requirements. SEC reporting, and general corporate governance matters.
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.
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.
James also held roles as General Counsel at RCS Capital Corporation and EVP at American Realty Capital from January 2013 to November 2015. From January 2011 to January 2013, they worked as Chief Securities Counsel -- Deputy General Counsel at American Realty Capital. James's earlier experience includes working as an Associate at Proskauer Rose LLP from November 2005 to January 2011 and as an Associate at Mayer, Brown, Rowe & Maw LLP from 2002 to 2005.
James Tanaka earned a Bachelor of Arts degree in History and Political Science from Columbia University from 1992 to 1996. James then pursued a Master of Arts degree in CIR - International Relations from the University of Chicago - Committee on International Relations from 1998 to 1999. Following that, Tanaka attended Northwestern University Pritzker School of Law, completing their Juris Doctor degree in International Law from 2000 to 2002.
