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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...

Reader Alert: “Endemic Sloppiness” In 2024 AGM Materials

As most readers know, we think, our ‘sister company’ – CT Hagberg LLC - fields a team of 45 expert Inspectors of Election who, through July, will have served at well over 500 companies. This – plus your two editors’ own stock portfolios – causes us to monitor over 700...

What’s Up With All Those Proxy Solicitors?

2013, 2013 Q1, Issues, Proxy

As The Equity And Deal-Markets Continue To Stagnate, And With Publicly Traded Companies And Their Registered Shareholders In Free-Fall.

Think You Hold Irrevocable Proxies?

2013, 2013 Q4, Annual Meetings, Corporate Governance, Issues, Proxy

Think You Hold “Irrevocable Proxies” To Back Up Voting Agreements With Large Investors And/Or Dissidents? Think Again!

Tranfer Agent Market Share

2013, 2013 Q1, Issues, Transfer Agents

The Main “Decider” We Say, In The Long-Term-Survival Game… Is The “End Game” In Sight?

Is The Transfer Agent “End Game” In Sight?… We Say Yes

2013, 2013 Q1, Issues, Transfer Agents

A Few Tips On What To Think About – And To Do Now…

How Independent Inspectors Of Election Came To Be…

2013, 2013 Q4, History, Issues

With Special Thanks To Mister Smith… And Mister Jones. Another Fun Story For Our “History” Section.

Some Early Returns From The 2013 Annual Meeting Season

2013, 2013 Q1, Annual Meetings, Corporate Governance, Issues

A True “Sea Change” In Executive Pay Practices, We Say…

Annual Meeting Site Selections

2013, 2013 Q4, Annual Meetings, Corporate Governance, Issues, The Basics

What You Need To Know – And Do

What, Exactly, Should Inspectors Of Election Be Inspecting?

2013, 2013 Supplement, Annual Meetings, Corporate Governance, Inspectors of Election, Issues

Every Inspector of Election signs basically the same oath before an annual or special meeting of shareholders begins – swearing “to execute the duties of Inspector with strict impartiality and to the best of my abilities.”

Advanced Earnings-Call Research

2013, 2013 Q1, Corporate Governance, Issues

Really Righting The Governance Balance

A Few “Housekeeping Issues” To Add To Your Annual Meeting Planning Agenda

2013, 2013 Q1, Annual Meetings, Best & Worst Practices, Issues

…Or To Tick Off Your List Before The Big Day Looms…

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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.