Best Practices for Conducting Shareholder and Director Meetings (1.0 General Participatory Credit)

Published by San Diego County Bar Association


Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

Shareholder and director meetings are often critical and contentious events in the context of internal company disputes. How they are prepared for, conducted and memorialized can either help to limit or greatly complicate and expand the scope of the dispute, particularly those ending in litigation. This program will address procedural, fiduciary, strategic and other considerations in conducting shareholder and director meetings in the context of shareholder and director disputes. The course will assist in planning for and conducting orderly shareholder and director meetings resulting in valid corporate actions that are less vulnerable to later challenge and will consider both transactional and litigation perspectives on the issues presented.

Key topics:
* advance preparation for shareholder meetings
*proper notice of shareholder meetings and other key procedural requirements
*cumulative voting in director elections
*proper use of proxies
*handling disruptive shareholders at meetings
*drafting minutes of a contentious meeting
*shareholders and third party rights at shareholder meetings including: attending, speaking and participating, submitting proposals for a vote, and inspecting records
*procedures for properly noticing, conducting and memorializing director meetings
*when is a director an interested director and what are the implications for that director voting as a director or shareholder, participating in discussions, etc.

P. Blake Allen
P. Blake Allen practices in the area of corporate law with an emphasis on securities law and public company representation. Mr. Allen has significant experience in SEC reporting obligations of NYSE- and NASDAQ-traded companies. He works extensively...More
Charles H. Dick
A Fellow in the prestigious Chartered Institute of Arbitrators, Chuck Dick formerly was a Partner in the global law firm, Baker & McKenzie, and he served as Chair of that firm’s North American Litigation Practice Group. During his 45 years of trial...More

Originally Published

June 26, 2014

Program Titles and Supporting Materials

This program contains the following components:

  • Best Practices for Conducting Shareholder and Director Meetings - Video
  • Best Practices for Conducting Shareholder and Director Meetings - Audio
  • Best Practices for Conducting Shareholder and Director Meetings - Paper

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like.

Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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