IR Best Practices:

Preparing for a Successful Proxy Season...Now

Tuesday , November 18, 2025

12:00pm - 1:00pm ET

This time of year, companies should be reaching out to their largest shareholders in advance of constructing executive comp plans and proxy materials for 2026. It's good corporate governance hygiene, but not often done. How and why is the subject of the session.

Learning Objectives: Upon completion of this program, participants will be able to:

• Identify and communicate the objectives of the fall and spring proxy outreach sessions
• Identify potential advisors, support materials, and questions to pose to shareholders
• Navigate difficult questions - about the company, the stock, management, etc.

Attend our session and set yourself up for a successful proxy season.

Moderator:

Anne-Marie Megela

Vice President, Global Head of Investor Relations

The Kraft Heinz Company

Anne-Marie Megela is Vice President and Global Head of Investor Relations at Kraft Heinz, where she is responsible for developing and nurturing relationships with the investment community and providing counsel to executive leadership. Her career spans more than 25 years in corporate finance, with a wealth of expertise in investor relations, financial planning and analysis, treasury, internal audit, and risk management. She has successfully applied this knowledge across various industries, including consumer goods, retail, banking, and manufacturing, navigating different business landscapes with confidence.

Anne-Marie holds a Bachelor of Science in Accounting from the University of Pittsburgh and an MBA from the Goizueta Business School at Emory University. She is a long-time member of The Association for Investor Relations (NIRI) and has earned the Investor Relations Charter (IRC).

Panelists:

Reid Pearson

President, Global Advisory Services

Alliance Advisors

Reid Pearson is President, Global Advisory Services at Alliance Advisors and leads its corporate governance practice. Reid works with clients and partners on many proxy issues, including solicitation strategy, shareholder engagement, Say-on-Pay, equity compensation plans, and other corporate governance matters. A respected figure in the field, Reid is a frequent speaker on corporate governance and equity compensation issues at the National Association of Stock Plan Professionals (NASPP), The Association for Investor Relations (NIRI), and The Society for Corporate Governance.

Brandon Van Manen

VP, Product Management

Broadridge

Brandon Van Manen is Vice President of Product Management at Broadridge, bringing 25 years of experience in advancing shareholder engagement and data analytics. He works closely with corporate issuers to help them understand and act on shareholder intelligence to achieve stronger outcomes during proxy season and beyond.