Articles | Optimizer Online

FOUR TOP ISSUES TO WATCH OUT FOR IN THE 2026 AGM SEASON

If you haven’t yet had a chance to listen to the Timely Takes Podcast from TheCorporateCousel.net, moderated by Meredith Ervine and featuring your co-editors, it is still not too late to listen, learn – and prepare. First, as noted (and see below for more details)...

MAJOR PROXY SOLICITORS WILL RECOMMEND OUR “VOTES HAVE VALUE” BOOKLET TO CLIENTS THIS SEASON

The OPTIMIZER is very pleased to announce that many of the best proxy solicitation firms will be recommending to clients that they use our educational booklet, “Shareholder Votes Have Value”© this season as part of the overall 2026 campaign - especially those with...

THE RISKS OF LAWSUITS FROM “DISSED PROPONENTS” ARE REAL ONES, ISSUERS: DON’T LET MORE SHAREHOLDER DOLLARS GO TO WASTE, WE SAY, BUT STAND FIRM IF A PROPOSAL IS WEAK

The ink was hardly dry on the SEC release on no no-action letters when three thwarted proponents went to court to seek relief, as we predicted many would do. Four NYC public pension funds sued AT&T in New York federal court over its decision to exclude a workforce...

Top Takeaways From The 2024 “Big Meeting Season”

INVESTORS DON’T CARE ABOUT “TOO-HIGH CEO PAY” – At least as long as they themselves are in the black – witness the strong support the move to have shareholders ratify Elon Musk’s massive award of options racked up after a Delaware judge ruled it was wrongly awarded by...

Unclaimed Property And The Real James Brown

2014, 2014 Q2, Abandoned Property, Compliance & Ethics, History, Issues

“Ah Feel Gooood!” – Finding The Real James Brown, And Reuniting Him With Almost A Half-Million Dollars In Unclaimed Property…A Nifty Story – And One That’s Still Contains A Valuable Takeaway On Abandoned Property

SSA Update From Board Member Alvin Santiago

2014, 2014 Supplement, Abandoned Property, Issues

An update from Alvin Santiago, SSA Board Member and Manager, Treasury Service, Fortune Brands Home Security Services.

How To Cope With The New Activism?

2014, 2014 Supplement, Activist Investors, Annual Meetings, Best & Worst Practices, Interviews, Issues, Proxy

Advice From Bill Fiske of Georgeson, Bruce Goldfarb of Okapi Partners, Tom Germinario of D.F. King, Michael Mackey of Alliance Advisors, Ron Schneider of RR Donnelley and Artie Regan of Regan & Associates.

What Is The Tri-State Coalition? What Are Its Goals?

2014, 2014 Supplement, Activist Investors, Annual Meetings, Issues

Interview With Sister Patricia A. Daly, OP Executive Director, Tri-State Coalition

What Is “Sustainable Investment” And The Activist Game Plan

2014, 2014 Supplement, Activist Investors, Annual Meetings, Interviews, Issues

Interview With Heidi Welsh Of Sustainable Investments Institute

Taxin Shares His Activist Playbook

2014, 2014 Supplement, Activist Investors, Interviews, Issues

Interview With Activist Investor Greg Taxin

It Pays To Have A “Flexible Front End” Ask Any Elephant

2014, 2014 Supplement, Interviews, Issues, Money Saving Ideas, Technology

An Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates

Keane Acquires UPRR Creating The Most Experienced Firm Dedicated To Unclaimed Property Compliance

2014, 2014 Supplement, Abandoned Property, Compliance & Ethics, Interviews, Issues

An Interview with Mike O’Donnell and Melissa McCarthy

Computershare’s Jay McHale Reviews Issuer Challenges And Solutions For 2015

2014, 2014 Supplement, Best & Worst Practices, Interviews, Investor Relations, Issues, Transfer Agents

The Optimizer had an opportunity to sit down with Jay McHale, President of Computershare’s US Equity Services, to talk about his perspective on the securities industry.

Shift Happens

2014, 2014 Supplement, Corporate Governance, Interviews

An Interview With James Kristie On Corporate Governance Trends

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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.