Aug 18, 2011 | 2011, 2011 Supplement, Annual Meetings, Inspectors of Election, Issues
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.
Aug 18, 2011 | 2011, 2011 Supplement, Annual Meetings, Issues
by Rhoda Anderson, founder of Rhoda Anderson Associates and EZOnline Documents
Aug 17, 2011 | 2011, 2011 Q2, Issues, Transfer Agents
A Major Game-Changer, For Sure, Though Far From The End-Game, We Predict
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 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
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
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues, Proxy
But Beware Of What You Wished For Issuers….You May Be Worse Off Than With The Access Rule
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
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
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
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.
Aug 15, 2011 | 2011, 2011 Q4, Activist Investors, Annual Meetings, Issues
For Starters; “Svedes – Get Set To Chase Dem Drunk Norvegians Trew De Veeds!”
Aug 15, 2011 | 2011, 2011 Q4, Issues, Proxy, Technology
Petitions For Regulatory Relief – And Outlines A Proxy Processing “Field Of Dreams”
Aug 15, 2011 | 2011, 2011 Q3, Issues, Money Saving Ideas
Help Your Really Small Shareholders To Cash Out…Now; Before Your A-M Record Date:
Aug 15, 2011 | 2011, 2011 Q3, Issues, Money Saving Ideas
For Starters, Please Note That On Proxy Voting Matters… “Eighty Is The New Fifty”
Aug 15, 2011 | 2011, 2011 Q3, Issues, Money Saving Ideas, Proxy
And Save Money On Expensive – And Mostly-Annoying Proxy Solicitation Efforts
Aug 15, 2011 | 2011, 2011 Q3, Issues, Money Saving Ideas
Help Your Really Small Shareholders To Cash Out…Now; Before Your A-M Record Date:
Aug 15, 2011 | 2011, 2011 Q1, Investor Relations, Issues
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.
Aug 15, 2011 | 2011, 2011 Supplement, Activist Investors, Annual Meetings, Investor Relations, Issues
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.
Aug 15, 2011 | 2011, 2011 Supplement, Investor Relations, Issues, Transfer Agents
An Interview With Todd May
Aug 15, 2011 | 2011, 2011 Supplement, Annual Meetings, Investor Relations, Issues
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+...
Aug 15, 2011 | 2011, 2011 Supplement, Activist Investors, Investor Relations, Issues, Technology
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...
Aug 14, 2011 | 2011, 2011 Supplement, Employee Stock Ownership, Issues
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...
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 14, 2011 | 2011, 2011 Q1, Compliance & Ethics, Issues
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...
Aug 14, 2011 | 2011, 2011 Q1, Annual Meetings, Compliance & Ethics, Issues
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...
Aug 8, 2011 | 2011, 2011 Supplement, Abandoned Property, Issues
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.
