Council of Institutional Investors

Education Courses

Part of CII's mission is to educate members about best corporate governance practices. With that goal in mind, CII staff hosts classes covering various corporate governance topics in conjunction with conferences. Current Offerings:

IN-PERSON COURSES

Master Class: Shareholder Evaluation of Directors
11:45 AM - 1:45 PM PT on September 13
$295 for CII Members | $395 for Non-Members
Institutional investors are reminded every proxy season how uncontested director elections may at times feel tedious and routine. Yet casting these votes is perhaps the single greatest manifestation of shareholder rights. And as the ability to vote against incumbents becomes a market-wide norm, outcomes take on more than symbolic meaning.

Currently few measures of director performance, aside from attending three-quarters of the previous year’s meetings, appear to sway most elections. This two-hour program will explore various avenues for investors, as well as boards themselves, to augment basic quantitative measures with less obvious, not necessarily formulaic, and sometimes wholly qualitative considerations surrounding director performance. 

Registration for this course is an optional add-on to the CII Fall 2017 Conference.

ONLINE COURSES
Executive Compensation 101 Executive Compensation 201
Originally offered in conjunction with CII's 2015 Fall Conference, Executive Compensation 101 provides a practical introduction to how public companies and their shareholders resolve the question of how management should be paid. Led by practitioners, the class recordings involve a combination of lecture, panel discussion and audience Q&A covering:
  • How to comprehend SEC reporting on compensation practices;
  • Understanding board members’ role and process for determining compensation practices;
  • Funds’ approaches to evaluating executive pay; and
  • Proxy advisers’ analysis of executive compensation practices
The total time commitment is approximately three hours. The cost is $295/person. Please contact Michael Miller for more information.
Originally offered in conjunction with CII's 2017 Winter Conference, Executive Compensation 201 features eight practitioners who share their expertise on trends and challenges in both designing and monitoring executive compensation. Individual presenters and an investor panel cover:
  • Key changes in executive compensation since the advent of say-on-pay;
  • Goal-setting, metrics and targets;
  • Case studies in problematic goal setting, metrics and targets;
  • Investor reactions to presentations; and
  • Organizing effectively for say-on-pay votes 
The total time commitment is approximately two hours. The cost is $295/person. Please contact Michael Miller for more information.
   
   
Master Class: Analyzing Proxy Contests Master Class: Engaging Effectively
Originally offered in conjunction with CII's 2016 Spring Conference, this master class features a trio of corporate governance practitioners using the case-study method to discuss how they evaluated recent proxy contests. This course provides a lens into the factors that drive voting decisions on contests, arguably the most challenging and consequential votes shareholders face. The class covers related issues such as fruitful approaches to pre-vote engagement; understanding the nature of funds' internal co-ordination between proxy voting staff and investment staff; and emerging trends influencing voting decisions. Speakers:
  • Chris Cernich, head of M&A research, ISS
  • Zach Oleksiuk, director, head of Americas, investment stewardship, BlackRock
  • Tracy Stewart, senior corporate governance analyst, Florida State Board of Administration
The total time commitment is approximately two hours.The cost is $195/person. Please contact Michael Miller for more information.
Originally offered in conjunction with CII's 2016 Fall Conference, this master class explored effective shareholder engagement with portfolio companies. This class centers on how to make ESG engagement productive from the shareholder standpoint, with a particular focus on dialog on governance and executive compensation.

The total time commitment is approximately two hours.The cost is $195/person. Please contact Michael Miller for more information.