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...

The ‘Biggest New Thing?’- A Double-Binding Bylaw Proposal

Activist investor Michael Levin and the editor of The Activist Investor (TAI) - inspired by the Tesla-proposed settlement of Musk’s comp-case to allow a (non-binding) vote on DIRECTOR COMPENSATION has since filed binding bylaw proposals to require shareholder approval...

As The 2012 Annual Meeting Season Looms… More Tips For Getting Ready…And For Saving Really Big Money In The Bargain…

2011, 2011 Q3, Issues, Money Saving Ideas

For Starters, Please Note That On Proxy Voting Matters… “Eighty Is The New Fifty”

A Short-List Of Incentives That Might Get More Folks To Vote Their Proxies…

2011, 2011 Q3, Issues, Money Saving Ideas, Proxy

And Save Money On Expensive – And Mostly-Annoying Proxy Solicitation Efforts

Our Number-One Moneysaving Tip For This Quarter

2011, 2011 Q3, Issues, Money Saving Ideas

Help Your Really Small Shareholders To Cash Out…Now; Before Your A-M Record Date:

Investor Relations Officers Continue To Struggle To Prove Their Worth

2011, 2011 Q1, Investor Relations, Issues

A recent IRO consultant’s posting on the NIRI-NY Linkedin page, bemoaning the much-fallen status of the IRO these days, moved us to move this topic up on our own agenda, and to think on what might be done.

Getting Your Message Across “Effective Engagement Is Critical…”

2011, 2011 Supplement, Activist Investors, Annual Meetings, Investor Relations, Issues

Some practical advice from Ken Bertsch, President of the Society of Corporate Secretaries and Governance Professionals – and a prominent institutional investor analyst and spokesperson in his former career.

Wells Fargo Shareowner Services

2011, 2011 Supplement, Investor Relations, Issues, Transfer Agents

An Interview With Todd May

Getting Your Message Across To Investors

2011, 2011 Supplement, Annual Meetings, Investor Relations, Issues

The Shareholder Service Optimizer’s Top-Ten Tips DECIDE ON THE OVERRIDING MESSAGE you need to put across to your audience: …and how each of the subordinate messages relate to it: Most of the time – whether you are gearing up to visit with investors or preparing a 200+...

New Technology Offers Greater Opportunity For Shareholder Engagement

2011, 2011 Supplement, Activist Investors, Investor Relations, Issues, Technology

By John P. Dunn, Vice President Corporate Issuer Sales Richard Barron, a New Jersey advertising executive, recently attended his first annual shareholder meeting...while sitting in an airport. “I was able to attend virtually, thanks to WiFi” he explains, “and I was...

Global Shares

2011, 2011 Supplement, Employee Stock Ownership, Issues

The Optimizer’s Editor Interviews John Bagdonas, Vice President, Business Development, Global Shares The Optimizer: John, when I made a list of the most difficult operational and communications problems facing corporate managers theses days, managing a global stock...

Apple Computer Does It Again – With A Raft Of Annual Meeting Gaffes: How Can Such A Smart Company Be So Dumb On Ir Matters?

2011, 2011 Q1, Annual Meetings, Best & Worst Practices, Compliance & Ethics, Inspectors of Election, Issues

Let’s say for starters that we LOVE Apple Computer. We bought when it was around $7…and love it more every day. We love their products too. And we love Steve Jobs – and think he is one of the smartest, savviest, most-focused and most dedicated managers in the world....

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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.