2023 ESSENTIALS

ESSENTIALS
“This was a wonderful experience for me as a new corporate secretary. Being there in person gave me the opportunity to be amongst my peers who are seasoned and those who are new as well. I found there was a wealth of resources available to me as a member that are more apt to take hold now that I've met many of the presenting professionals. I felt very well taken care of on many levels." ~ Harsimrit Kaur Khalsa, KIIT Company

ESSENTIALS for Corporate Governance is the Society’s signature educational conference that helps you build your governance expertise with sessions taught by industry leaders and your peers.

The program is delivered in a collegial setting with opportunities to ask questions.

The content is designed to:
• Provide an overview of corporate governance fundamentals
• Bring new processes into focus
• Review regulations and disclosures
• Define your board responsibilities and obligations
• Introduce key topics that are shaping the future
• Discuss your challenges and opportunities
• and so much more to help achieve your career goals



Who Should Attend
The program is for all governance professionals performing corporate governance duties at public, private companies, law firms, and other institutions. Attendees are newly appointed corporate secretary, assistant secretary, general counsel, and law firm practitioners, who have a role supporting the governance functions of the board or advising public and private companies of all sizes. The program is also recommended for any legal professionals who want an update on the latest governance issues.

Designed just for private companies, we are offering a series of breakouts especially for you. Topics include, Best Practices, Governance Structure, Going Public IPO Discussions, and a Roundtable discussion.

Key Seminar Benefits
• Learn: in-person sessions taught by seasoned professionals/practitioners
• Grow: relevant content that is practical, applied and grounded in corporate governance
• Earn: CLE and other educational credits
• Inspire: learn about innovative solutions in the Exhibit Hall
• Engage: networking opportunities with peers who do what you do and have similar questions and needs in a collegial, non-competitive, educational setting
• Access: materials via the conference App or Society website with your membership




ESSENTIALS  Session Topics Include
• Corporate Governance Fundamentals
   & Sources of Authority
• Board & Committee & Responsibilities
• Taking Minutes
• Regulation & Disclosure
• Fundamentals of ESG
• Corporate Entity Management
• Know Your Shareholders
• Annual Meetings, Virtual In-Person
• Drafting the Proxy
 



“ESSENTIALS provided me with a greater understanding of the framework within which governance operates. I also gained a better understanding of the "gray" areas which are not prescribed by law and regulation." ~ Jamie Huynh, Plumas Bank


Continuing Legal Education Credits
Many states regularly grant continuing legal or other professional education credits to attendees. The Society has contracted with CEU Institute to manage the CLE process for our attendees. Applications will be made to all states requested. The program is often eligible for CPA or paralegal credit. Please note, we do not apply to NASBA for credit, but we can provide a certificate of attendance which can be submitted to your jurisdiction. We can also complete any form you provide to verify your participation.

COVID-19 Safety Acknowledgment
The Society will adhere to Florida Covid-19 protocols, and follow Loews' safety and standards. In keeping with the Society's duty to care and responsibility as host of this program, we strongly encourage attendees and speakers to be tested for COVID prior to traveling to this event. Individuals who test positive should stay home. If you're unable to attend, you will still have access to the program materials or you can transfer your registration to a colleague who is able to attend.