Outsource The Corporate Secretary Role?
Does It Ever Make Sense For A Company To Outsource The Corporate Secretary Role? Or To Bring Someone In Temporarily, To Supplement Existing Staff? Kris Veaco, Founder Of The Veaco Group In San Francisco, Shares Some Insights… And Some Recent Case Histories
Laurel Hill Advisory Group
An Interview With Dr. William J. Catacosinos, Chairman, Laurel Hill Advisory Group
Tumult In The Proxy Solicitation Industry As The “Assets” Take The Elevators Down At Night… And Ride New Ones Up Next Day
Issuers Ask, “Who Moved My Cheese?” And “Who’s Who In This Suddenly Crazy Space?” And “What, If Anything, Should We Be Doing?”
OMG! The Fastest Way To Vote Proxies In 2010 Turns Out To Be Snail-Mail!
This year we are paying much closer attention to the proxy packages we receive than we ever did before. And we know we’re far from alone here, although how carefully most other individual investors will attend to these matters…
“Dofra”, “Dodfra”, “Direct Access” And The “Proxy Plumbing Release”… Get Out Those Plumbers-Helpers Pronto!
Whether you call it “DOFRA” as Pat McGurn calls it, or “DODFRA”, to give Dodd and Frank equal billing, the Dodd-Frank act passed both houses of congress as we were drafting this issue and will likely be law before we go to press.
Meanwhile, Some T-As Agitate To Compete Against Broadridge For Some Of Their Gigantic Proxy Distribution And Tabulation Business; Most, We Think, Have Missed That Boat Entirely:
Long before the Broadridge entry onto T-A-turf – for roughly 20 years in fact – transfer agents have been protesting the “lock” that Broadridge has on the street-side proxy distribution and tabulation business.
Yikes! The Transfer Agent Merry-Go-Round Has Been Whirling At A Faster And More Furious Pace Than Ever
Every year around this time – for 16 years now – we’ve been reporting on the “T-A Merry-Go-Round”, which has been whirling faster and faster every year – at least where the competitive scene is concerned.
Transfer Agents: Gotta Have’em… Gotta Love’em
Sometimes it seems that the OPTIMIZER picks on transfer agents a lot – as lots of public companies seem to do too these days. Partly it’s because it’s such a tough business to run well in the best of times.
Meeting Admission Criteria – One Of This Year’s Hottest Topics
So far this year, we’ve gotten more questions about annual and special meeting admission criteria than about any other topic…except that is, for the perennial question “what’s up with those transfer agents?”
Some “Early Returns” From The Annual Meeting Front:
It’s still early-days as we write this, but a few trends are emerging that seem worth a mention
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.