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BoardWise Virtual

2023                          2022                            2021

LCDA's BoardWise Virtual Sessions are a series of interactive sessions highlighting trends board leaders need to know about. The sessions take place in the spring and summer of each year, featuring panel discussions, fireside chats, and other formats designed to engage and inform LCDA members on critical governance topics.

Our 2023 calendar of BoardWise Sessions will include the following sessions:

  • Serving on a Start-Up or VC-Backed Board
  • Update on Latest SEC Regulations
  • Serving on a Mutual Fund Board
  • Latinas on Boards
  • Serving on a Federal Home Loan Bank (FHLB) Board

As soon as dates and speakers are confirmed, we'll update this page and the LCDA Event Calendar

Universal Proxy Card: What Boards Need to Know

WHEN: Wednesday, March 1, 2023

TIME: 4:00 - 5:00 p.m. ET

As of September 2022, for all US publicly traded company shareholder meetings, new rules require the use of a universal proxy card, listing all candidates properly nominated by the company or a shareholder. What does this mean for boards who can no longer use the "our card vs their card" approach and for activists who can now place their candidates on a single card for voting?

Join our expert panel for this interactive session, sponsored by JPMorgan Chase & Co, to get your questions answered about these new proxies and the impact it will have on board elections.

Host: Esther Aguilera, President & CEO, LCDA

Moderator: Rebecca Thornton, Managing Director and Head, Director Advisory Services at J.P. Morgan


Benjamin Colton, Global Head of the Asset Stewardship Team at State Street Global Advisors (SSGA) 

David Freedman, Vice Chairman, Global Head of Shareholder Engagement and M&A Capital Markets, J.P. Morgan

Eduardo Gallardo, Partner, Global Co-Chair of Mergers & Acquisitions,  Paul Hastings 

This event is exclusive to LCDA members and invited partners. Members can register by logging into their member portal or via emails about the event.

Contact Wendy Sturley, Associate Vice President, Engagement and Events, with any questions: