Virtual Shareholder Meetings
Industry Thought-Leaders Are Working Hard To Develop Best-Practices For “Virtual Shareholder Meetings”
Creating A Proactive “Shareholder Engagement” Plan
Having A Proactive “Shareholder Engagement” Plan Seems To Be The Top Priority Of Smart Companies Going Forward: A Great Job-Booster – When Done Right – So Start Preparing Now Let’s be sure to note that at many companies that sniffed potential trouble in the wings and...Computershare: Earning Its Clients’ Business Everyday
An Interview With Jay McHale, President, US Equity Services, Computershare Every year around this time, The Optimizer interviews Jay McHale, the President of Computershare US Equity Services, about what has been going on at Computershare and what clients can expect in...Tablet Use Skyrockets
Issuers Must Adapt To Remain Compliant Rhoda Anderson, CEO of EZOnlineDocuments, LLC The advent of tablet and mobile technology continues to change the landscape of shareholder communication. Incredibly,...Our Primer On The “Proxy Committee Ballot” – And Why You Need To Have One
We have been planning to write this article - and add it to our series on “The Basics” - for a very long time…But midproxy season a reader called to ask, “Do you have a sample of a Master Ballot? My client is engaged in a proxy contest, and I know we need one, but I...Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware. Senate Bill 258 (SB 258) was signed into law by the...Highlights From The Society And SSA Annual Conferences
You may have noticed that this issue of the OPTIMIZER is way late, as our 2nd Quarter issue usually is – so we can report a few highlights of the industry’s two best conferences…
“Buy And Hold” Investing Dying, Or Maybe Dead? Let’s Check With The Grandkids
So What Can We Learn Here About The “Buy And Hold Model”?
The Death Of Retail Investing: Should You Care?
In our second quarter issue we noted the growing number of retail investors who believe our securities markets are being run for the sole benefit of short-term traders and speculators—and who have, as a consequence, been exiting the stock markets in droves.
Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware.
Updates On The State Of Abandoned Property With Fresh Information On ‘The Protectors Becoming Predators’
From Bob Irvine: President, and Jennfer Borden: Executive Vice President/General Counsel of UPRR
Wells Fargo Shareowner Services
Interviews With Two Long-Term Clients Of Wells Fargo Shareowner Services
Drips Alive, And Mostly Well Despite Rumors Of The Death Of Retail Investing…
An interview with Chuck Carlson, Editor of the DRIP Investor magazine
Really Reaching Out To Individual Investors…
The Game Really Is Worth The Candle, As Our Panel Of Expert Practitioners And Innovators Will Prove
Verbatim Global Compliance…The “Single Source Of Truth” For Information About Your Corporate Subsidiaries
An Interview With Seth McNary, Verbatim’s CEO
Risk mitigation is a hot topic these days…
Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
We have been making a huge effort to engage small and mid-cap companies
An Interview With Janice Hester-Amey, Portfolio Manager, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
Inspectors Of Election: Some Questions And Answers On “The Basics”
Business codes typically call for publicly traded companies to have one, two or three – or sometimes more – Inspector(s) of Election to oversee and certify the vote – whenever there is an Annual or Special Meeting of Shareholders.
Protests, Market Dips, Unemployment And Uncertainty In European Banks—Oh My!
by Rhoda Anderson, founder of Rhoda Anderson Associates and EZOnline Documents
Number-Two Transfer Agent Computershare Set To Acquire The BNY-Mellon Business, The Country’s Largest By Far
A Major Game-Changer, For Sure, Though Far From The End-Game, We Predict
Lots Of Fresh Questions…And Answers… On Meeting Adjournments, On “All Other Business”
And On Calculating, Reporting On And Describing Those Say-On-Pay And Say-When-On-Pay Results….
Early Returns From The Annual Meeting Front
Lots Of Good News, But Some Big, Bad Surprises Are Still In Store For The Unwary
What’s The Next Big Thing On The Corporate Governance Front?
Holding Directors’ Feet To The Fire Over The Cost Of Capital – And Especially Over Their Stewardship Of The Company’S Stash Of Shareholders’ Cash: Finally…A Governance Reform Worth Making We Say
Appeals Court Vacates The SEC’s Proxy Access Rule, With Major Criticisms Of The SEC’s Sloppy Work
But Beware Of What You Wished For Issuers….You May Be Worse Off Than With The Access Rule
Our Final Wrap-Up On The Spring 2011 Annual Meeting Season…
The biggest take-away from this season – as we noted last issue too – is the ease with which Says On Pay sailed by: A just-released Conference Board study
