An Early Look At The 2013 Annual Meeting Season
Our top – two predictions: (1) More investors will demand more face – time with CEOs than ever before—before, during and after the shareholder meeting…and (2) Low voting support for management positions will turn into much higher drama than ever before—at shareholder meetings—and at board meetings too.
2012 Transfer Agents
Our Top Tips And A List Of Resources For Issuers Looking To Make Sense Of Industry Turmoil
5 Strategic Questions To Ask Your Transfer Agent Before Renewal
by Peter Breen,General Manager, Broadridge Corporate Issuer Solutions
Our Number-One Tip For “Annual Meeting Security”
Having Safe, Sane, Sensible And Scrupulously Fair Rules Of Conduct In Place… Plus, The Very Important Tip Number-Two
Rules And Procedures For The Conduct Of Annual Stockholder Meetings
XYZ Corporation welcomes you to its 20th Annual Meeting of Stockholders. In fairness to all stockholders in attendance, and in order to provide stockholders an opportunity to be heard – and in the interest of conducting an orderly meeting, within a reasonable time period – we require you to honor the following rules of conduct:
The Top Ten Ways To Disrespect Your Individual Investors— And To Get Permanently “De-Friended” By Them
Reduce your communications with retail investors to the lowest levels the law requires: True friends will really appreciate your thriftiness, no?
Following Telephone Voting Missteps Are Your Proxy Chasers Following Smart And Ethical Practices, Much Less “Best Practices” On The Phone?
Reduce your communications with retail investors to the lowest levels the law requires: True friends will really appreciate your thriftiness, no?
Our Top-Ten Reasons To Grow—And To Guard— Your Company’s Retail Investor Base
Individual Investors are LONG-TERM INVESTORS: Seven years is about the average for all companies, with 16-20 years for “better than average companies.”
Really Reaching Out To Directors
Board And Director Evaluations Can Lead To More Effective Boards
By Kristina Veaco and Cherie Sorokin
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
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.