Some Timely Reminders On Meeting Etiquette – At In-person And Virtual Meetings
Way back in 2013 we published “A Little Primer on Annual Meeting Etiquette: Our Top Ten Tips on Meeting Manners, Plus One to Think On” - noting that “We’ve never done so from the perspective of meeting-attendees…And, after all, that’s what etiquette is all about, no?...
Postpone Your Meeting? Only In The Direst Circumstances, We Advise
We see no reason whatsoever for a company to postpone its annual meeting – unless the company itself becomes overwhelmed during the crisis.
Learn From The Best: Check Out The Starbucks Webcast For A VSM How-To “Playbook”
Starbucks Corporation held its first-ever virtual only shareholder meeting on March 20th, mobilizing quickly to address the looming impact of COVID-19 on its 2020 annual meeting
An Important Update On Shareholder Meeting Readiness From Key Suppliers: Good News…the Best Providers Are Ready, Willing And Able To Face The Many Challenges Posed By Covid-19 Throughout The 2020 Meeting Season
f your company achieved a quorum last year – and was able to pass all or most of the items on the agenda, as most companies were – the OPTIMIZER feel certain that you will be able to do the same this season – with the right game plan, and with the right service providers, of course.
Don’t Let Covid-19 Crash – Or Trash – Your Annual Meeting: Our Updated And Expanded Advice
Let’s put it bluntly: Your company - and you - simply can not afford to let anyone who might potentially be carrying the coronavirus “crash” into your meeting-space this season. So step one has to be to immediately - and drastically - limit the number of “physical...
Coronavirus And Your Annual Shareholder Meeting: Some Practical Advice On What To Do Right Now From The Shareholder Service Optimizer
With the coronavirus outbreak now recognized as a global pandemic - and with Annual Meeting Season well upon us - all of us involved with Annual Meeting planning need to take note of the top advice from health experts around the world: To avoid large and potentially...
Board Evaluations in 2020 Require a New and 20:20 Vision
By Kristina Veaco Founder, Veaco Group Directors have become bored responding to lengthy questionnaires that cover the same ground year after year. Today’s investors want to know more about board evaluations than ever before. They want to see that the board has taken...
Retail Engagement In An Evolving World
By John Dunn Head of Corporate Issuer Sales at Broadridge There is an opportunity for issuers to guide retail shareholders and become that trusted source. In recent years, the number of directors failing to receive majority support rose by 38%. Institutional owners...
Engaging Employee-Investors
An interview with Ellen Philip of Ellen Philip Associates Carl: For many a year your principal concentration has been on shareholder voting as it applies to employee plans. And, as everyone knows, employee-shareholders have not been untouched by the general apathy...
Fascinating Data About Proxy Solicitors And Legal Advisors In Contested Situations
Activist Insight Monthly, which regularly tracks info on contested situations, named Okapi Partners as the “Top Proxy Solicitor of 2019” - for the fourth consecutive year - based, we hasten to note, on the number of “deals” handled. The survey also named the leading...
Podcast Alert: Annual Meeting Season 2026 — Expert Advice from Carl & Peder Hagberg
Carl and Peder Hagberg of The Shareholder Service OPTIMIZER join Meredith Ervine from TheCorporateCounsel.net to discuss proxy season risks, virtual meetings, and shareholder engagement for 2026.
Listen to hear their insights on this year’s annual meeting season.