From States “Reaching Out” To Shareowner “Out Reach”
“To reverse the detrimental effects of these state ‘reach out’ initiatives, issuers and transfer agents must be proactive in maintaining shareowner contact to curtail securities escheatment.”
Wells Fargo Shareowner Services
An Interview With Todd May
Computershare: Full Service Under One Roof
An Interview With Jay McHale, President, US Equity Services, Computershare
Reactions To The Proxy Plumbing Comment Letters…
An Interview With Chuck Callan, Senior Vice President, Regulatory Affairs, Broadridge Financial Solutions
Reaching Out To Investors… When Time Is Of The Essence? And There’s No Quick Solution On Your Shelf
The Optimizer Editor’s Annual Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
Reaching Out To Investors Via The Proxy Statement
The Optimizer Interviews Dannette Smith, Secretary To The Board Of Unitedhealth Group, Incorporated, The Winner Of Corporate Secretary Magazine’s 2010 Award For Best Proxy Statement
Reaching Out To Institutional Investors
Some Thoughts – And Lots Of Practical Tips – From Steven L. Brown, Director Of Corporate Governance, TIAA-CREF
Laurel Hill Advisory Group
An Interview With Dr. William J. Catacosinos, Chairman Of Laurel Hill Advisory Group, LLC And His Senior Colleagues
Key Industry Organizations Totally Miss The Point, We Say… And Don’T Help The Corporate Cause At All…
And Don’t Help The Corporate Cause At All… In Their Actual And “Model Responses” To Proposed Changes In The “Broker May Vote” Rule… Basically Flicking A Finger At The NYSE And Its Proxy Rule Committee
A First-Hand Report From The Intel “Virtual Annual Meeting”… And A Heads Up On The Broadridge Virtual Meeting In November
Your editor had the honor to serve as the Inspector of Election at Intel’s 2009 annual meeting, the first “virtual annual meeting” ever.
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.