Articles | Optimizer Online

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...

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...

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...

Start Preparing For Your 2026 AGM Now!

Yes, we know it’s mid-summer, but now really is the time to start thinking about your 2025 Annual Meeting, while you have a bit of idle time to reflect on what worked well – and not so well in 2025 – both at your company and at other companies like your own – and to...

Hot Issues for 2018 Proxy Season Preparation

2017, 2017 Supplement, Activist Investors, Annual Meetings, Interviews, Issues, Proxy

Ron Schneider, Director of Corporate Governance Services, Donnelley Financial Solutions

Ways to “Optimize” Your Retail Shareholder Base

2017, 2017 Supplement, Annual Meetings, Interviews, Investor Relations, Issues, Retirement & Stock Plan Administrators, Shareholder Services

Margaret (Peggy) Foran, Chief Governance Officer, Senior Vice President and Corporate Secretary of Prudential Financial, Inc.

Striving To Deliver Greater Convenience and Control

2017, 2017 Supplement, Annual Meetings, Document Design & Delivery, Interviews, Issues, Proxy, Shareholder Services, Transfer Agents, Virtual Meetings

An Interview with John Dunn, Vice President, U.S. Corporate Issuer Sales at Broadridge.

A Pre-Proxy Season Q&A With Broadridge

2016, 2016 Supplement, Issues, Proxy

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

2016, 2016 Q3, Issues, Proxy

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.

Executive Compensation Going Forward

2016, 2016 Supplement, Executive Compensation & Search, Issues

By Jeremy L. Goldstein, Jeremy L. Goldstein & Associates, LLC

The Board-Centric Annual Meeting

2016, 2016 Supplement, Annual Meetings, Issues

Rasing The Bar For Board Communication

More “Hot Issues for Your Annual Meeting”

2016, 2016 Q1, Annual Meetings, Issues

There is still time to bone up – and maybe right now is the very best time to do so – to be sure you are up to snuff on what really IS hot on the shareholder meeting scene…

Some Early Returns from The Shareholder Meeting Scene: What’s Hot – And What’s Not

2016, 2016 Q1, Annual Meetings, Issues

What’s the hottest thing for corporate citizens to be worried about as we head into the big spring meeting season?

Virtual Meetings Gain Traction

2016, 2016 Q2, Annual Meetings, Issues, Virtual Meetings

This year, through June, Broadridge has enabled 140 Virtual Shareholder Meetings – almost all of them “virtual-only” – with no in-person attendees

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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.