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
Our Top Ten Tips On Preparing For The 2012 Proxy Season
Our number-one tip is simply to understand exactly what kind of voters OWN your stock as of the record date, along with the percentage of the total voting power that each segment owns and how each “segment” voted…or failed to vote at your last meeting.
A Few Early Warnings As We Begin To Gear Up For The 2012 Annual Meeting Season
For Starters; “Svedes – Get Set To Chase Dem Drunk Norvegians Trew De Veeds!”
The STA Slams “Inappropriate Proxy Fees”
Petitions For Regulatory Relief – And Outlines A Proxy Processing “Field Of Dreams”
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
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.