Our Top-Ten Tips On Conducting A Successful Small-Shareholder Cash-Out Program
Help Your Really Small Shareholders To Cash Out…Now; Before Your A-M Record Date:
As The 2012 Annual Meeting Season Looms… More Tips For Getting Ready…And For Saving Really Big Money In The Bargain…
For Starters, Please Note That On Proxy Voting Matters… “Eighty Is The New Fifty”
A Short-List Of Incentives That Might Get More Folks To Vote Their Proxies…
And Save Money On Expensive – And Mostly-Annoying Proxy Solicitation Efforts
Our Number-One Moneysaving Tip For This Quarter
Help Your Really Small Shareholders To Cash Out…Now; Before Your A-M Record Date:
Investor Relations Officers Continue To Struggle To Prove Their Worth
A recent IRO consultant’s posting on the NIRI-NY Linkedin page, bemoaning the much-fallen status of the IRO these days, moved us to move this topic up on our own agenda, and to think on what might be done.
Getting Your Message Across “Effective Engagement Is Critical…”
Some practical advice from Ken Bertsch, President of the Society of Corporate Secretaries and Governance Professionals – and a prominent institutional investor analyst and spokesperson in his former career.
Wells Fargo Shareowner Services
An Interview With Todd May
Getting Your Message Across To Investors
The Shareholder Service Optimizer’s Top-Ten Tips DECIDE ON THE OVERRIDING MESSAGE you need to put across to your audience: …and how each of the subordinate messages relate to it: Most of the time – whether you are gearing up to visit with investors or preparing a 200+...New Technology Offers Greater Opportunity For Shareholder Engagement
By John P. Dunn, Vice President Corporate Issuer Sales Richard Barron, a New Jersey advertising executive, recently attended his first annual shareholder meeting…while sitting in an airport. “I was able to attend virtually, thanks to WiFi” he explains, “and I...Global Shares
The Optimizer’s Editor Interviews John Bagdonas, Vice President, Business Development, Global Shares The Optimizer: John, when I made a list of the most difficult operational and communications problems facing corporate managers theses days, managing a global stock...Apple Computer Does It Again – With A Raft Of Annual Meeting Gaffes: How Can Such A Smart Company Be So Dumb On Ir Matters?
Let’s say for starters that we LOVE Apple Computer. We bought when it was around $7…and love it more every day. We love their products too. And we love Steve Jobs – and think he is one of the smartest, savviest, most-focused and most dedicated managers in the world....Hackers Invade Nasdaq OMX Board Portal: We Ask, “Are These Things Really Ready For Prime Time?”
We are great fans of “secure board portals” – because they are huge time and money savers for corporate citizens charged with preparing “Board Books” – and because they provide great convenience to even modestly-tech-savvy Directors, who are constantly on-the-go these...Consent Solicitations
By Merrill Stone and Matthew Kane, Kelley Drye & Warren* Back in 2000, we discussed in the Optimizer how would-be acquirers were increasingly using consent solicitations in attempts to ambush boards and to effect changes of control. Consent solicitations still...The Shareholder Services Association… Are You A Member? If Not, Why Not?
If your company has shareowners, regardless of how many, someone in your company is responsible for handling Share- holder Services, whether they actually know it or not.
Quick Review Of The 2011 Financial Markets
…And A Quick Look At The Potential Impact, Going Forward, On A Public Company’S Key Service Providers
Keane Leads The Way
Keane, the country’s #1 provider of unclaimed property communications, compliance & consulting services, is making a difference for our clients.
Global Shares
The Optimizer’s Editor Interviews John Bagdonas, Vice President, Business Development, Global Shares
Introducing Loyaltyshares… A Truly Revolutionary Development That, Among Other Things, Lets Public Companies Turn Debt Into Equity…
The Optimizer’s Editor Interviews Ellen Philip And Cal Donly Of Ellen Philip Associates
Computershare: Committed To Service Quality
An Interview With Jay McHale, President, US Equity Services, Computershare
Proxy Solicitation – The Next Generation
An Interview With Michael Mackey, President, Alliance Advisors, LLC
When The Protectors Of Abandoned Property Become The Predators… What Should Public Companies Be Doing??
An Interview With Bob Irvine, President And Jennifer Borden, Executive Vice President & General Counsel, Unclaimed Property Recovery And Reporting, LLC
Outsource The Corporate Secretary Role?
Does It Ever Make Sense For A Company To Outsource The Corporate Secretary Role? Or To Bring Someone In Temporarily, To Supplement Existing Staff? Kris Veaco, Founder Of The Veaco Group In San Francisco, Shares Some Insights… And Some Recent Case Histories
Laurel Hill Advisory Group
An Interview With Dr. William J. Catacosinos, Chairman, Laurel Hill Advisory Group
Tumult In The Proxy Solicitation Industry As The “Assets” Take The Elevators Down At Night… And Ride New Ones Up Next Day
Issuers Ask, “Who Moved My Cheese?” And “Who’s Who In This Suddenly Crazy Space?” And “What, If Anything, Should We Be Doing?”
OMG! The Fastest Way To Vote Proxies In 2010 Turns Out To Be Snail-Mail!
This year we are paying much closer attention to the proxy packages we receive than we ever did before. And we know we’re far from alone here, although how carefully most other individual investors will attend to these matters…
