Our FOUR Top Takeaways from the 2017 Annual Meeting Season
This year’s big-meeting-season brought two earthshaking changes in the overall corporate governance climate that will, we believe, alter the landscape forever. Also, there were developments on political disclosure and so-called diversity proposals that issuers should...
Board Diversity: What Are You Waiting For?
by Patricia Lenkov, Founder and Principal at Agility Executive Search The burden of proof has been met. Diverse boards make better decisions that lead to improved company performance. Yet despite the research and validation and the increasing prodding by institutional...
More News from the 2017 Meeting Front: The Best & Worst
BofA’S DONATIONS TO SPECIAL OLYMPICS PRODUCED BIG NEW-VOTER TURNOUT: In our last issue we singled out Bank of America’s proxy package for special mention as “required viewing.” With most of the ‘big season’ now behind us, it remains the best and most effective set of...
The Hottest Proxy Issues in 2018
Q&A with Bruce H. Goldfard, President & CEO of Okapi Partners
Unclaimed Property: One of the Hottest Issues for Issuers of Securities in 2018
An Interview with John Buonomo, Senior Vice President, Issuer Services at AST
Hot Issues for 2018 Proxy Season Preparation
Ron Schneider, Director of Corporate Governance Services, Donnelley Financial Solutions
Ways to “Optimize” Your Retail Shareholder Base
Margaret (Peggy) Foran, Chief Governance Officer, Senior Vice President and Corporate Secretary of Prudential Financial, Inc.
Striving To Deliver Greater Convenience and Control
An Interview with John Dunn, Vice President, U.S. Corporate Issuer Sales at Broadridge.
A Pre-Proxy Season Q&A With Broadridge
With annual meetings being top of mind for many companies at this time of the year, the Optimizer sat down with John Dunn, Vice President, US Corporate Issuer Sales at Broadridge to get his perspective and learn what is new at the company.
OUR TOP TIPS ON CHOOSING A PROXY SOLICITOR
It’s been a long time since we last shared our top tips on choosing a proxy solicitation/proxy advisory firm…And wow…the industry has changed a lot since then…not least in terms of the specific “talent” that each firm has on board, as noted above…which, please note well, is the number-one thing that proxy firms have to offer.
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.