Past Webinars

Past Webinars

The 2018 Proxy Voting Guidelines: Where Does Your Firm Stand? | Dec 13, 2017

The 2018 Proxy Voting Guidelines: Where Does Your Firm Stand?

Hear directly from experts at ISS and Glass Lewis on what’s changed in the 2018 Proxy Voting Guidelines. Overviews of updates to each firm’s specific set of guidelines are followed by a Q&A.

Kelmar Escheatment Audit | Nov 14, 2017

Kelmar Escheatment Audit

In addition to providing an overview of Kelmar, internal experts along with Debbie Zumoff, Chief Compliance Officer & National Consulting Practice Leader at Keane, will discuss issues impacting audit outcomes, what is covered in the audit and share insights around participation. Topics include: An overview of the Kelmar Audit, what are the risks?, issues impacting audit outcomes, document request considerations, what is covered by the audit, and evaluating participation through AST.

Takeaways from the 2017 Proxy Season & Tips for Effective Engagement | Sep 26, 2017

Takeaways from the 2017 Proxy Season & Tips for Effective Engagement

Engagement season is upon us! Jump-start your planning with a panel of industry experts who will share key insights from the 2017 proxy season, and their implications for issuer strategies.

T+2: Are You Ready? | Aug 16, 2017

T+2: Are You Ready?

AST Equity Plan Solutions' Maria Acevedo, Director, Product Management and Ralph Balzano, Director, Relationship Management discuss the following topics: The T+2 implementation timeline, dividend record dates around the implementation date, how to best prepare for the transition, how issuers across the industry are handling mobile participants, and penalties for defaulting on a trade settlement.