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Helping public companies and their suppliers deliver better and more cost-effective programs since 1994

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  1. Creating A Proactive "Shareholder Engagement" Plan

    Having A Proactive “Shareholder Engagement” Plan Seems To Be The Top Priority Of Smart Companies Going Forward: A Great Job-Booster – When Done Right – So Start Preparing Now

    Article

    2012 Q2
  2. New Technology Offers Greater Opportunity For Shareholder Engagement

    By John P. Dunn, Vice President Corporate Issuer Sales

    Article

    2011 Special Supplement
  3. Getting Your Message Across “Effective Engagement Is Critical…”

    Some practical advice from Ken Bertsch, President of the Society of Corporate Secretaries and Governance Professionals – and a prominent institutional investor analyst and spokesperson in his former career.

    Article

    2011 Special Supplement
  4. Computershare: Committed To Service Quality

    An Interview With Jay McHale, President, US Equity Services, Computershare

    Article

    2011 Special Supplement
  5. Getting Your Message Across To Investors

    The Shareholder Service Optimizer’s Top-Ten Tips

    Article

    2011 Special Supplement
  6. Wells Fargo Shareowner Services

    An Interview With Todd May

    Article

    2011 Special Supplement
  7. Introducing Loyaltyshares… A Truly Revolutionary Development That, Among Other Things, Lets Public...

    The Optimizer’s Editor Interviews Ellen Philip And Cal Donly Of Ellen Philip Associates

    Article

    2011 Special Supplement
  8. Investor Relations Officers Continue To Struggle To Prove Their Worth 

    And For A “Seat” – If Only On Occasion – At The Board Table: We Offer Our Top-Five Ideas For Getting There

    Article

    2011 Q1
  9. Reaching Out To Investors... When Time Is Of The Essence? And There's No Quick Solution On Your Shelf

    The Optimizer Editor's Annual Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates

    Article

    2010 Special Supplement
  10. Reaching Out To Investors Via The Proxy Statement

    The Optimizer Interviews Dannette Smith, Secretary To The Board Of Unitedhealth Group, Incorporated, The Winner Of Corporate Secretary Magazine’s 2010 Award For Best Proxy Statement

    Article

    2010 Special Supplement