Broadridge released its "2026 Annual meeting handbook," a practical, step-by-step guide designed for those responsible for planning and executing annual shareholder meetings. The Handbook is intended to support both first-time planners and experienced practitioners by outlining key requirements and providing a structured approach to the annual meeting process.
The resource covers core fundamentals—including the purpose and legal requirements of annual meetings—as well as a 12-step framework spanning preparation, logistics, meeting execution, and post-meeting follow-up. It also addresses considerations such as meeting format (in-person, virtual, or hybrid), shareholder voting procedures, and coordination with internal and external stakeholders.
Overall, the Handbook is positioned as a comprehensive reference to help companies navigate the full lifecycle of the annual meeting and support effective execution.
This post first appeared in the weekly Society Alert!