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ATTN: Newsletter Subscribers

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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Newsletter Access

Issue Archive

2026

Modernizing Investor Servicing

2026 Supplement ❯

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

FOUR TOP ISSUES TO WATCH OUT FOR IN THE 2026 AGM SEASON

Apr 29, 2026 | 2026, Annual Meetings, Featured, Issues, Q1

If you haven’t yet had a chance to listen to the Timely Takes Podcast from TheCorporateCousel.net, moderated by Meredith Ervine and featuring your co-editors, it is still not too late to listen, learn – and prepare. First, as noted (and see below for more details)...

MAJOR PROXY SOLICITORS WILL RECOMMEND OUR “VOTES HAVE VALUE” BOOKLET TO CLIENTS THIS SEASON

Apr 29, 2026 | 2026, Featured, Issues, Proxy, Q1

The OPTIMIZER is very pleased to announce that many of the best proxy solicitation firms will be recommending to clients that they use our educational booklet, “Shareholder Votes Have Value”© this season as part of the overall 2026 campaign - especially those with...

THE RISKS OF LAWSUITS FROM “DISSED PROPONENTS” ARE REAL ONES, ISSUERS: DON’T LET MORE SHAREHOLDER DOLLARS GO TO WASTE, WE SAY, BUT STAND FIRM IF A PROPOSAL IS WEAK

Apr 29, 2026 | Featured, Issues, Q1

The ink was hardly dry on the SEC release on no no-action letters when three thwarted proponents went to court to seek relief, as we predicted many would do. Four NYC public pension funds sued AT&T in New York federal court over its decision to exclude a workforce...