Preparing for your AGM: A step-by-step guide

As the annual general meeting (AGM) approaches, it's important for both management and shareholders to prepare for the event. The AGM is an opportunity for shareholders to learn about the company's performance, ask questions, and vote on important matters. In order to ensure a smooth and successful AGM, follow these steps:

Review the agenda: Make sure you are familiar with the items that will be discussed and voted on at the AGM. This will help make sure you are ready with any questions or concerns you may have.

Gather materials: In advance of the AGM, the company should send out materials such as the annual report, financial statements, and proxy materials to shareholders. Review these documents thoroughly to understand the company's financial performance and any proposals that will be presented.

Plan for attendance: If you are a shareholder planning to attend the AGM, make sure to register in advance and confirm the location and time of the meeting. If you are unable to attend in person, you may be able to vote by proxy or attend virtually.

Consider hiring a proxy: If you are unable to attend the AGM, you may want to consider hiring a proxy to represent your interests and vote on your behalf. A proxy is a person you authorize to attend the AGM and vote on your behalf, either in person or by proxy.

Prepare for questions: As a member of management, it's important to anticipate questions that shareholders may have and come prepared with answers. Make sure to have a clear understanding of the company's financial performance, strategic plans, and any issues that may be of concern to shareholders.

By following these steps, you can ensure that your AGM is well-organized, informative, and productive for all attendees.

Lumi is a global leader in providing software and real-time audience engagement technology for Annual General Meetings (AGMs) for companies, associations, legislative bodies, membership organizations, and partnerships. With patented technology and a range of software, hardware, and services, Lumi helps registrars and event organizers to register delegates, conduct live polling, manage Q&A sessions, and provide relevant reporting.