Articles | Optimizer Online

TRANSFER AGENCY SEARCHES SEEM TO BE BOILING UP: OUR LIST OF TRAPS FOR THE UNWARY T-A COMPARISON SHOPPER

Suddenly, the U.S. Transfer Agency business is stirring up on a number of fronts, with more new entrants than we’ve seen in many years banging on corporate doors, as many public companies seem to be putting their business up for bids and/or negotiating renewals of old...

VOTES “IN PERSON” vs. “VOTES BY PROXY”

With the rise of Virtual and Hybrid Annual Meetings, differing views have emerged among issuers, service providers, and counsel to the various parties involved regarding what constitutes a “Vote in Person” versus a “Vote by Proxy,” and how those votes should be...

MORE ON THE ESSENTIAL BALLOT OF THE APPOINTED PROXIES… AND HOW TO FILL IT OUT

Many publicly traded companies—and often their counsel as well—overlook the requirement to execute the Ballot of the Appointed Proxies, sometimes referred to. for short, as the “Master Ballot.” Please note that the term “Master Ballot” is something of a misnomer, in...

Perfect Timing As The “Independent Transparency Subcommittee” Announces “The 30 Most Transparent Companies In The US!”

A truly Blue-Ribbon Panel of Experts, Chaired by Broc Romanek, hits the streets just as public companies begin to jumpstart their AGM pre-planning activities and, ideally, to anticipate, and proactively address the most important issues that will be on the minds of...

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!

2014 Predictions On New Shareholder Proposals

2014, 2014 Q3, Activist Investors, Best & Worst Practices, Issues, Money Saving Ideas, Proxy

Straws In The Wind: Our Predictions On ‘Big New Things’ Coming Soon On The Shareholder Proposal Scene

Rewarding Long-Term Stock Ownership

2013, 2013 Q1, Investor Relations, Issues

We hate it when the European Union seems to forge far ahead of us on governance issues…so we did a double take when we read in the Financial Times that “Loyal shareholders in European companies would gain extra voting rights and a bigger slice of dividends under a...

Stock Splits: With So Many Stocks At Or Near Record Levels, Why So Few In Recent Years?

2013, 2013 Q2, Abandoned Property, Issues

We mentioned in our last issue that we were overdue in covering stock splits – or, more precisely, the notable dearth of splits there’s been over the last few years – even while more and more seemingly split-worthy stocks are at or near record price levels…So here’s our promised update:

Unclaimed Property Abroad: A New Target For Auditors?

2013, 2013 Supplement, Abandoned Property, Compliance & Ethics, Corporate Governance, Issues

Reflecting our global economy, many shareholders of today’s public corporations live in countries other than the United States.

Computershare: Looking Ahead

2013, 2013 Supplement, Interviews, Issues, Proxy, Transfer Agents

An Interview With Jay McHale, President US Equity Services, Computershare

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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.