Articles | Optimizer Online

FOUR TOP ISSUES TO WATCH OUT FOR IN THE 2026 AGM SEASON

If you haven’t yet had a chance to listen to the Timely Takes Podcast from TheCorporateCousel.net, moderated by Meredith Ervine and featuring your co-editors, it is still not too late to listen, learn – and prepare. First, as noted (and see below for more details)...

MAJOR PROXY SOLICITORS WILL RECOMMEND OUR “VOTES HAVE VALUE” BOOKLET TO CLIENTS THIS SEASON

The OPTIMIZER is very pleased to announce that many of the best proxy solicitation firms will be recommending to clients that they use our educational booklet, “Shareholder Votes Have Value”© this season as part of the overall 2026 campaign - especially those with...

THE RISKS OF LAWSUITS FROM “DISSED PROPONENTS” ARE REAL ONES, ISSUERS: DON’T LET MORE SHAREHOLDER DOLLARS GO TO WASTE, WE SAY, BUT STAND FIRM IF A PROPOSAL IS WEAK

The ink was hardly dry on the SEC release on no no-action letters when three thwarted proponents went to court to seek relief, as we predicted many would do. Four NYC public pension funds sued AT&T in New York federal court over its decision to exclude a workforce...

A Last-Minute-Checklist To Assure Your Meeting Security

Your editor-in-chief was pleased to be part of an all-star panel put together by CCR in late March on Conduct of the Annual Meeting, where he offered his Top-Tips to Assure Security at the Annual Meeting, freshly revised in light of the devilishly well-planned and...

Still Crazy After All These Years…

2008, 2008 Supplement, Interviews, Issues, Technology

An interview with Rich Scotti of Scotti Graphics

The State Of Unclaimed Property: The Chaos Continues

2008, 2008 Supplement, Abandoned Property, Compliance & Ethics, Interviews, Issues

An Interview with Michael Mackey, Managing Partner, Alliance Advisors, LLC

A Turnkey Solution For The Proxy Process

2008, 2008 Supplement, Interviews, Issues, Proxy

An Interview with Michael Mackey, Managing Partner, Alliance Advisors, LLC

“Pulling It All Together” As You Prepare To Tackle Employee-Plan Voting In 2009

2008, 2008 Supplement, Best & Worst Practices, Employee Stock Ownership, Interviews, Issues

An interview with Ellen Philip and Cal Donly of Ellen Philip Associates

For Laurel Hill, There Is No Denying That The Times Have Changed. And There Is Also No Denying That The Role Of The Proxy Solicitor Has Most Definitely Changed

2008, 2008 Supplement, Interviews, Issues, Proxy

An Interview with Tom Kies and John Siemann, Partners at Laurel Hill Advisory Group, LLC

We Ask Some Of The Smartest People We Know For Their Thoughts On The Biggest Challenges They Foresee In 2009, And For Their Advice On What To Do About Them…

2008, 2008 Supplement, Abandoned Property, Interviews

Lydia Beebe, Corporate Secretary and Governance Officer, Chevron Corp.

Next Entries »

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.