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You can access the latest edition(s) of The Shareholder Service OPTIMIZER newsletter below in the “Downloads” section.
Back issues are available in our issue archive.

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Issue Archive

2026

Modernizing Investor Servicing

2026 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯

2025

Engaging Effectively with Shareowners

2025 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2024

The ESG Wars Rage On!

2024 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2023

Are All Your Internal Control Systems in Control?

2023 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2022

Dealing with Disruption

2022 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2021

Life After COVID-19

2021 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2020

20 Ways To Engage Investors In 2020

2020 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2019

Transforming Shareholder Relations

2019 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2018

Optimizing Our Spending on Investors In 2018

2018 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2017

Re-Tooling Your IR & Governance Tool Kits

2017 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2016

Raising The Bars

2016 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2015

Essential Products & Services For Public Companies From A To Z

2015 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2014

Coping With The New Activism

2014 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2013

Righting The Governance Balance

2013 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2012

REALLY Reaching Out To Investors

2012 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2011

Getting Your Message Across To Investors

2011 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2010

Reaching Out To Investors

2010 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2009

Staying Connected

2009 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

2008

Pulling It All Together

2008 Supplement ❯
Newsletter Q1 ❯
Newsletter Q2 ❯
Newsletter Q3 ❯
Newsletter Q4 ❯

Recent Articles

TRANSFER AGENCY SEARCHES SEEM TO BE BOILING UP: OUR LIST OF TRAPS FOR THE UNWARY T-A COMPARISON SHOPPER

Jul 13, 2026 | Q2, Transfer Agents

Suddenly, the U.S. Transfer Agency business is stirring up on a number of fronts, with more new entrants than we’ve seen in many years banging on corporate doors, as many public companies seem to be putting their business up for bids and/or negotiating renewals of old...

VOTES “IN PERSON” vs. “VOTES BY PROXY”

Jul 13, 2026 | Annual Meetings, Proxy, Q2

With the rise of Virtual and Hybrid Annual Meetings, differing views have emerged among issuers, service providers, and counsel to the various parties involved regarding what constitutes a “Vote in Person” versus a “Vote by Proxy,” and how those votes should be...

MORE ON THE ESSENTIAL BALLOT OF THE APPOINTED PROXIES… AND HOW TO FILL IT OUT

Jul 13, 2026 | Proxy, Q2

Many publicly traded companies—and often their counsel as well—overlook the requirement to execute the Ballot of the Appointed Proxies, sometimes referred to. for short, as the “Master Ballot.” Please note that the term “Master Ballot” is something of a misnomer, in...