Aug 15, 2012 | 2012, 2012 Q3, Best & Worst Practices, Issues, Proxy
Reduce your communications with retail investors to the lowest levels the law requires: True friends will really appreciate your thriftiness, no?
Aug 15, 2012 | 2012, 2012 Q3, Best & Worst Practices, Issues
Individual Investors are LONG-TERM INVESTORS: Seven years is about the average for all companies, with 16-20 years for “better than average companies.”
Aug 15, 2012 | 2012, 2012 Supplement, Best & Worst Practices, Board Services & Tools, Corporate Governance, Issues
Board And Director Evaluations Can Lead To More Effective Boards
By Kristina Veaco and Cherie Sorokin
Aug 15, 2012 | 2012, 2012 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
Aug 15, 2012 | 2012, 2012 Q1, Best & Worst Practices, Issues, Proxy, Technology
– And Especially “Creative” This Season… Creating Votes Out Of Thin Air
Aug 15, 2012 | 2012, 2012 Q1, Best & Worst Practices, Issues, Proxy, Technology
At Least Six Companies – Including Gm And Allstate – Will Take Voters Directly To Their Very Own Voting Accounts
Aug 15, 2012 | 2012, 2012 Q2, Activist Investors, Best & Worst Practices, Investor Relations, Issues
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...
Aug 15, 2012 | 2012, 2012 Supplement, Best & Worst Practices, Investor Relations, Issues, Technology
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,...
Aug 15, 2011 | 2011, 2011 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
And On Calculating, Reporting On And Describing Those Say-On-Pay And Say-When-On-Pay Results….
Aug 15, 2011 | 2011, 2011 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
Lots Of Good News, But Some Big, Bad Surprises Are Still In Store For The Unwary
Aug 14, 2011 | 2011, 2011 Q1, Annual Meetings, Best & Worst Practices, Compliance & Ethics, Inspectors of Election, Issues
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....
Aug 4, 2011 | 2011, 2011 Supplement, Best & Worst Practices, Compliance & Ethics, Interviews, Issues, Money Saving Ideas
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
Aug 15, 2010 | 2010, 2010 Q2, Annual Meetings, Best & Worst Practices, Corporate Governance, Issues, Proxy, The Basics
So far this year, we’ve gotten more questions about annual and special meeting admission criteria than about any other topic…except that is, for the perennial question “what’s up with those transfer agents?”
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues, The Basics
Last year, we attended the meeting of a long-term client where we were shocked! Shocked!…to see more women wearing hats and gloves – and more men carrying hats – than we have seen in one place since the 1950s.
Aug 15, 2010 | 2010, 2010 Q2, Activist Investors, Annual Meetings, Best & Worst Practices, Issues, Proxy
Indicative, We Think, Of A Serious Level Of “Inattention To Details” And A Serious Industry Brain-Drain
Aug 14, 2010 | 2010, 2010 Q2, Annual Meetings, Best & Worst Practices, Compliance & Ethics, Corporate Governance, Issues
And Maybe To Consider Moving To A “Simple Majority Vote” To Pass All But The Most Economically Important Proposals A lot of speculation went on last year and this about the potential effect of the “broker may NOT vote rule”…which turned out to be mainly a non-issue...
Aug 16, 2009 | 2009, 2009 Q1, Best & Worst Practices, Issues, Notice & Access
We continue to be amazed by the number of corporate citizens – and by the number of their law firms and other advisors too – who are still confused about Notice and Access.
Aug 15, 2009 | 2009, 2009 Q1, Annual Meetings, Best & Worst Practices, Issues, Virtual Meetings
This is the beginning of a totally new approach to Annual Meetings, and one that will ultimately result in a totally new A-M paradigm, we think.
Aug 15, 2009 | 2009, 2009 Q1, Annual Meetings, Best & Worst Practices, Issues
If you missed the original webcast on this subject, sponsored by The Capital Markets Board, you can hear it on our website
Aug 15, 2009 | 2009, 2009 Q2, Annual Meetings, Best & Worst Practices, Issues, Proxy
It did not take a smart reporter very long to sniff out a problem with the way Apple reported its 2009 voting results – especially with regard to the “widely watched” Say on Pay proposal, which Apple reported had been defeated.
Aug 15, 2009 | 2009, 2009 Q2, Annual Meetings, Best & Worst Practices, Issues, Proxy
The first commandment when it comes to tabulating and reporting Meeting results is this: “Always prove every item to the Quorum”
Aug 15, 2009 | 2009, 2009 Q2, Annual Meetings, Best & Worst Practices, Issues
Another of our very favorite topics has jumped to the forefront this season: We’ve been warning year after year about the need to be sure that you have the proper authority to adjourn your annual or special meeting…
Aug 15, 2009 | 2009, 2009 Q2, Annual Meetings, Best & Worst Practices, Issues, Proxy
When announcing results at the meeting, the best practice is to stick tightly to the numbers.
Aug 15, 2009 | 2009, 2009 Q3, Annual Meetings, Best & Worst Practices, Issues, Proxy
Our Top “Practical Tips” On What To Do… To Head-Off A Potentially Career-Ending Snafu
Aug 15, 2009 | 2009, 2009 Q3, Annual Meetings, Best & Worst Practices, Issues, Proxy
Unless you’ve been living under a rock somewhere, you know of course that NYSE Rule 452, aka the “broker-may-vote rule”, aka the “ten-day-rule”