Wells Fargo Shareowner Services
An Interview With Todd May
Getting Your Message Across To Investors
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
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
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?
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....
Hackers Invade Nasdaq OMX Board Portal: We Ask, “Are These Things Really Ready For Prime Time?”
We are great fans of “secure board portals” – because they are huge time and money savers for corporate citizens charged with preparing “Board Books” – and because they provide great convenience to even modestly-tech-savvy Directors, who are constantly on-the-go these...
Consent Solicitations
By Merrill Stone and Matthew Kane, Kelley Drye & Warren* Back in 2000, we discussed in the Optimizer how would-be acquirers were increasingly using consent solicitations in attempts to ambush boards and to effect changes of control. Consent solicitations still...
The Shareholder Services Association… Are You A Member? If Not, Why Not?
If your company has shareowners, regardless of how many, someone in your company is responsible for handling Share- holder Services, whether they actually know it or not.
Quick Review Of The 2011 Financial Markets
…And A Quick Look At The Potential Impact, Going Forward, On A Public Company’S Key Service Providers
Keane Leads The Way
Keane, the country’s #1 provider of unclaimed property communications, compliance & consulting services, is making a difference for our clients.
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.