The Unforgettable Wilma Soss
The first person ever to demand that directors put women on their boards Wilma Porter Soss (b. March, 1900 in San Francisco, d. Oct. 1986 in Brooklyn) was one of the most colorful, persistent and totally unforgettable people ever to storm an Annual Shareholder...
The SSA Announced This Year’s James R. Smith Scholarship Winner – Its 12th!
An 18-year-old Connecticut high-school senior with his sights set on a career in nursing has been named the winner of the 2016 award under the James R. Smith Scholarship Program of the Shareholder Services Association.
Here’s The Optimizer’s Roadmap for Better Governance of the Corporate Cash Register – and Share Buyback Programs in Particular
This exercise requires deep thinking – and some somewhat elaborate math that needs to be ‘made simple’ for readers who are not professional economists.
Beefs On Buybacks Finally Gain Some Traction
At long last, the problems and perils of poorly-conceived and poorly executed share-buyback programs are starting to get the attention they deserve.
The Auditor “Blooper Of The Year”?
In mid-February our good buddy Broc Romanek, editor of The CorporateCounsel.net forwarded a question he got from one of his many avid readers, as follows:
Berkshire Hathaway Will Stream Its Annual Meeting Via Yahoo…YAHOO! We Say… But Add a Tiny Boo or Two Too
In last year’s wrap-up of the 2015 shareholder meeting season we predicted that more and more companies would go back to actually trying to make the meetings more inviting – and more useful to shareholders.
Some Tips for Choosing a Proxy Solicitor/Advisor
“Do not try this at home” – even if you think you have a good safety net: You will almost certainly find yourself “in over your head” one day, you will likely leave a lot of votes ‘on the table’ as unvoted…and, worst of all, your tabulation will have virtually no credibility if challenged.
Checklist of “BEST PRACTICES” in Evaluating and Selecting a TRANSFER AGENT
We first published this article in 2003 and, believe it or not, it didn’t need much updating until recently, other than to note that there has been a very good market for buyers of TA services and a very difficult one for sellers throughout this long period of industry contraction.
The Original “Shareholder Activists” and the Founders of the Modern Corporate Governance Movement
Your editor-in-chief was fortunate to have been a witness to dozens and dozens of ‘performances’ by the Gilbert brothers at shareholder meetings, where he came to know them both.
“RFP-LITE”
Goodbye and Good Riddance We Say, To Those 20+ Page RFPs with their 200-Page Responses
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.