Annual Meeting Security
Our Top 10 Tips For A Safe And Orderly Meeting
Broadridge On Retail Voting
A Deciding Factor In Close Elections
Transfer Agent Pays An Extra Nickel To Every Shareholder
Transfer Agent Pays An Extra Five-Cents Per Share To Every Stockholder Of A Major Us Company: 158 Million Nickels Too Many! We are hoping that this headline will grab your attention and impel you to read on, and will maybe give you a jolt of adrenaline, and a feel for...Why Do A Board Assessment: By Mary Denise Kuprionis Of The Governance Solutions Group
How To Get Started, The Process And The Rewards.
Our Top-Three 2014 Annual Meeting Horror Stories
Signs Of The Times, To Note With Care, We Say
The Missing Link: Individual Director Assessment, By Kristina Veaco And Cherie Sorokin Of Veaco Group
The Fast Growing Need To Assess Board Composition, Director Tenure And Individual Director Effectiveness.
Still Another Sea-Change This Season: Four Companies Sue Gadfly John Chevedden After The SEC Refuses To Grant ‘No-Action Letters’… Prompting Fast And Furious Reactions By Activist Investors
More ill-winds seem to be sweeping the streets in the run-up to the spring meeting season: So far this year, four well-known companies have sued gadfly John Chevedden, seeking to block his non-binding proposals from coming to a vote: EMC Corp., Express Scripts Holding Co., Omnicom Group, Inc. and Chipotle Mexican Grill.
Overview Of The 2014 Annual Meeting Season
A Quick Overview Of The Spring 2014 Annual Meeting Season: “The Year Of The Associates”… And Several Scary Instances Of Investors ‘Using The Clock’ To Take Companies By Surprise… And Oops… Hostile Takeover Attempts Are Back
Proxy Fights: Our Top 10 Tips For Coping Effectively
What Every Public Company Need To Know And Do If Activists “Reach Out To Them”.
What To Do When Activists “Knock”
The subject of how to prepare for – and what, exactly to do – if an activist investor knocks on your door – has been a very hot one of late.
Activist Investors, Shareholder Proponents, Gadflies And Other Would-Be Speakers At Shareholder Meetings
Our Top 10 Tips For Dealing With Them
Cybersecurity, Your Vendors And Your Board
Top Of Board Agendas… But None Of The Checklists We’Ve Seen Address The Way Their Key Vendors Guard, Or Maybe Fail To Guard The Security Of Their Most Sensitive Records… Our Tips
Re-Energizing Your Retail Investor Voters
Every year for at least the past five years we have been trying to highlight some of the many cases we see each year – including most of our annual “Horror Stories”
Corporate Governance: A 20 Year Overview
A Quick Look-Back At “Shareholder Service”, “Shareholder Relations” - And The Securities Industry As A Whole Over 20 Fast-Changing Years – All Leading Up To Today’s “Glorious Days Of The Corporate Governance Movement” Your editor found it almost hard to believe that...Finally… Some Long Overdue Action On Sellers And Users Of “Early Peeks” At Market-Moving Info – And On Those Fast-Traders… “Rigged”… Can You Believe It? Are You Surprised?
Whoopee! After the press began to shine increasingly strong spotlights on the collection, sale and use of advance looks at potentially market-moving data…
The Supplier Scene 2014
Boom! The acquisition by number-one T-A Computershare of Registrar & Transfer Company’s stock transfer business – along with its Commerce Financial Printers unit and R&T’s relatively new Eagle Rock Proxy Advisors business – dropped with a big loud bang in May
Unclaimed Property And The Real James Brown
“Ah Feel Gooood!” – Finding The Real James Brown, And Reuniting Him With Almost A Half-Million Dollars In Unclaimed Property…A Nifty Story – And One That’s Still Contains A Valuable Takeaway On Abandoned Property
SSA Update From Board Member Alvin Santiago
An update from Alvin Santiago, SSA Board Member and Manager, Treasury Service, Fortune Brands Home Security Services.
How To Cope With The New Activism?
Advice From Bill Fiske of Georgeson, Bruce Goldfarb of Okapi Partners, Tom Germinario of D.F. King, Michael Mackey of Alliance Advisors, Ron Schneider of RR Donnelley and Artie Regan of Regan & Associates.
What Is The Tri-State Coalition? What Are Its Goals?
Interview With Sister Patricia A. Daly, OP Executive Director, Tri-State Coalition
What Is “Sustainable Investment” And The Activist Game Plan
Interview With Heidi Welsh Of Sustainable Investments Institute
Taxin Shares His Activist Playbook
Interview With Activist Investor Greg Taxin
It Pays To Have A “Flexible Front End” Ask Any Elephant
An Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
Keane Acquires UPRR Creating The Most Experienced Firm Dedicated To Unclaimed Property Compliance
An Interview with Mike O’Donnell and Melissa McCarthy
Computershare’s Jay McHale Reviews Issuer Challenges And Solutions For 2015
The Optimizer had an opportunity to sit down with Jay McHale, President of Computershare’s US Equity Services, to talk about his perspective on the securities industry.
