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...

The Top Two VSMs – One Middlin’ One – And One “Most In Need Of Improvement” Of The 2024 VSMs We Monitored

The Top-Two 2024 VMs – A Two-Way Tie Between Citi And Verizon AT CITIGROUP – A WELL-RUN, HIGHLY ENGAGING AND INFORMATIVE EXPERIENCE…We were especially anxious to tune in the Citigroup VSM this year because we are huge fans of CEO Jane Fraser and continue to bet that...

A Little Primer On Annual Meeting Etiquette

2013, 2013 Q3, Annual Meetings, Best & Worst Practices, Corporate Governance, Issues

Our Top Ten Tips On Meeting Manners – Plus One To Think On

Hiring A Consultant To Perform A Governance Audit, Board Evaluation Or Other Governance Study

Best & Worst Practices, Board Services & Tools, Corporate Governance

Kristina Veaco and Cheryl Sorokin of Veaco Group

More Takeaways From The 2013 Annual Meeting Season

2013, 2013 Q2, Activist Investors, Annual Meetings, Corporate Governance, Issues

Our ”Number-One Thing” Warning Comes True…In Spades, As Does Our Warning Re: “Big Hats/No Cattle”: Things To Think On As You Plan For Next Year

Activist Investors Continue To Step-Up Their Focus On Stewardship Of Corporate Assets – And On Use Of Cash

2013, 2013 Q3, Activist Investors, Corporate Governance, Issues

A Mega Trend Gains Steam

Time For More Proactive MD&A On Sharebuyback Activities? Not To Worry – Activists Are Already On The Case

Activist Investors, Corporate Governance

New Analysis From Fortuna Advisors Reveals Mostly Awful Returns On Investment In Share Buybacks

What Should Your Company Be Doing To Prepare For, And Ideally To Avert, Activist Knocks On Their Doors?

2013, 2013 Supplement, Activist Investors, Annual Meetings, Corporate Governance, Issues

A Checklist Of Our Top-Ten Tips On Things To Do… ASAP

QR Code Primer From EZOnlineDocuments

2013, 2013 Supplement, Issues, Technology

EZOnlineDocuments’ CTO, Rich Andrews, recently participated as a panelist in a webinar that discussed the topic of Quick Response (QR) codes. The following primer provides information on QR codes and why companies should consider using them in their documents and voting materials.

Proxypulse Reveals Shareholder Voting Trends

2013, 2013 Supplement, Annual Meetings, Issues, Proxy, Technology

Trends To Watch by Charles V. Callan and Michelle Jackson

The SSA Value Proposition

2013, 2013 Supplement, Issues, Money Saving Ideas

Since 1946, the Shareholder Services Association (SSA), a national, nonprofit; professional association, has delivered on its core mission to support and educate corporate issuers in effectively meeting their responsibilities for shareholder recordkeeping and service.

Cut Cost And Reduce Risks: Too Good To Be True?

2013, 2013 Q4, Annual Meetings, Issues, Mailing Specialists, Money Saving Ideas, Proxy, Transfer Agents

Our Top-Two Mega-Money-Saving/Risk Reduction Tips For 2014… Both Of Them Easy To Implement To Boot!

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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.