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

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

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

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...
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Ellen Philip and Associates Turn Their Widely Attended Holiday Party Into “A Party with A Purpose”

We were deeply saddened to learn that Cal Donly - the life-and-business partner of Ellen Philip, who survives him - passed away on October 18th. Everyone who was anyone in the Shareholder Servicing world over the past 60 years knows Cal and Ellen - two of the finest,...
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WANT TO GET YOUR BLOOD A’BOILIN’??  READ WHAT UK DIRECTORS HAD TO SAY ABOUT THE SHORTAGE OF WOMEN LEADERS ON BOARDS…AND IN THE WORKPLACE

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“All the ‘good’ women have already been snapped up.” “I don’t think women fit comfortably into the board environment” “There aren’t that many women with the right credentials and depth of experience to sit on the board—the issues covered are extremely complex” “Most...

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Hot Issues for Your Annual Meeting

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A transcript of TheCorporateCounsel.net’s March 2nd webcast, with experts Keith Bishop, Partner, Allen Matkins LLP, Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer, Roxanne Houtman, Partner, Potter Anderson Corroon LLP, and Jill Whitney, VP – Client Services, Broadridge.

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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.

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