Issuers Get A Stay Of Execution On Direct Proxy Access… But It’s Coming To Our Neighborhood Soon, We Guarantee:
The SEC – which was expected to vote on Direct Access to the corporate proxy machinery for the purpose of nominating director candidates on Nov. 8th, announced in early October that it would delay a vote on the final rules until early 2010 – to be sure that they would “get itright.”
“Small” And “Mid-Sized Transfer Agents” – And A Quick Look At The “Biggies” Too
We’ve been expecting to have at least one really big story about Transfer Agency consolidation for well over six months now. But in the meanwhile, we’ve been amazed at how many questions we’ve been getting from issuers about “small transfer agents”.
“The Noughties”
As Y2k09 came to an end, it was quite an unpleasant shock for boosters of long-term investing like us to realize that for most individual investors – especially those who faithfully followed a “buy and hold” approach – the entire decade of the 2000s came to naught…and to NOUGHT – to a big fat zero .
Everything You Need To Know About Notice & Access… And About E-Proxies Too
We continue to be amazed by the number of corporate citizens – and by the number of their law firms and other advisors too – who are still confused about Notice and Access.
Intel Prepares To Launch The First-Ever “Virtual Annual Meeting” – Featuring On-Line, Real-Time Voting
This is the beginning of a totally new approach to Annual Meetings, and one that will ultimately result in a totally new A-M paradigm, we think.
Should Board Directors Be Engaging Institutional Directors Directly, As The NACD Blue Ribbon Report Recommended? If So, What Are The Important Dos And Don’ts
If you missed the original webcast on this subject, sponsored by The Capital Markets Board, you can hear it on our website
In The Blooper Of The Year, Apple Gets Caught Counting Abstentions As “Votes No” On Say On Pay
It did not take a smart reporter very long to sniff out a problem with the way Apple reported its 2009 voting results – especially with regard to the “widely watched” Say on Pay proposal, which Apple reported had been defeated.
A Quick Primer On Tabulating And Reporting Voting Results
The first commandment when it comes to tabulating and reporting Meeting results is this: “Always prove every item to the Quorum”
Adjourning Your Annual Meeting: Not Having The Authority To Do It Can Be A Death Sentence
Another of our very favorite topics has jumped to the forefront this season: We’ve been warning year after year about the need to be sure that you have the proper authority to adjourn your annual or special meeting…
A Few “Practice Points” On Reporting Results
When announcing results at the meeting, the best practice is to stick tightly to the numbers.
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.