Our Number-One Tip For “Annual Meeting Security”
Having Safe, Sane, Sensible And Scrupulously Fair Rules Of Conduct In Place… Plus, The Very Important Tip Number-Two
Rules And Procedures For The Conduct Of Annual Stockholder Meetings
XYZ Corporation welcomes you to its 20th Annual Meeting of Stockholders. In fairness to all stockholders in attendance, and in order to provide stockholders an opportunity to be heard – and in the interest of conducting an orderly meeting, within a reasonable time period – we require you to honor the following rules of conduct:
The Top Ten Ways To Disrespect Your Individual Investors— And To Get Permanently “De-Friended” By Them
Reduce your communications with retail investors to the lowest levels the law requires: True friends will really appreciate your thriftiness, no?
Following Telephone Voting Missteps Are Your Proxy Chasers Following Smart And Ethical Practices, Much Less “Best Practices” On The Phone?
Reduce your communications with retail investors to the lowest levels the law requires: True friends will really appreciate your thriftiness, no?
Our Top-Ten Reasons To Grow—And To Guard— Your Company’s Retail Investor Base
Individual Investors are LONG-TERM INVESTORS: Seven years is about the average for all companies, with 16-20 years for “better than average companies.”
Really Reaching Out To Directors
Board And Director Evaluations Can Lead To More Effective Boards
By Kristina Veaco and Cherie Sorokin
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
“Ninety-Nine-Percenters” Try To Take Over A Dozen Or So Annual Meetings This Year
Still More Tips On Being Well Prepared
En Garde: Proxy Voting Gamesmanship Is Alive And Well
– And Especially “Creative” This Season… Creating Votes Out Of Thin Air
Hundreds Of Companies Will Have Qr Codes On Their Proxy Materials This Year – To Take Voters Straight To Mobile Voting Platforms
At Least Six Companies – Including Gm And Allstate – Will Take Voters Directly To Their Very Own Voting Accounts
Virtual Inspection Of Elections
An Intriguing Moneysaving Option: But Is This A Good Option For Your Company? We Offer Some Important Considerations
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
