Stock Transfer Agents – Coping With a Shrinking Universe of Providers
Transfer agents take a lot of heat – from shareholders – and sometimes from their clients too, although, after all, that’s what you really pay them to do.
Q&A With Abby Cowart
New Executive Director of the Shareholder Services Association
The Return Of The Telephone
An Interview with Ellen Philip & Cal Donly Of Ellen Philip Associates
The Optimizer Interviews Jay McHale & Bill Jackson Of Computershare/Georgeson
“Gentleman: 2015 set an all-time record for mergers, acquisitions and spin-offs. With a truly astonishing $4.7 trillion in deals announced, and with so many of the deals involving “mega-cap companies”, we imagine that the impacts on Computershare and on Georgeson Were significant ones. So… for starters….”
The World Of Shareholder Meetings
An Interview With Michael Mackey, President, Alliance Advisors, LLC
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:
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.