“RFP-LITE”
Goodbye and Good Riddance We Say, To Those 20+ Page RFPs with their 200-Page Responses
Re-Energizing Your Retail Investor Voters
Every year for at least the past five years we have been trying to highlight some of the many cases we see each year – including most of our annual “Horror Stories”
It Pays To Have A “Flexible Front End” Ask Any Elephant
An Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
The SSA Value Proposition
Since 1946, the Shareholder Services Association (SSA), a national, nonprofit; professional association, has delivered on its core mission to support and educate corporate issuers in effectively meeting their responsibilities for shareholder recordkeeping and service.
Cut Cost And Reduce Risks: Too Good To Be True?
Our Top-Two Mega-Money-Saving/Risk Reduction Tips For 2014… Both Of Them Easy To Implement To Boot!
2014 Predictions On New Shareholder Proposals
Straws In The Wind: Our Predictions On ‘Big New Things’ Coming Soon On The Shareholder Proposal Scene
Virtual Shareholder Meetings
Industry Thought-Leaders Are Working Hard To Develop Best-Practices For “Virtual Shareholder Meetings”
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:
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
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
A Few Hot Issues To Watch As Annual Meeting Season Approaches
Great news for public companies, though bad news for most proxy solicitors, the 2011 Proxy Season seems to be shaping up as the least contentious one in a decade or more:
Optimizer To Activists And Noisemakers Re: Virtual Meetings: You Folks Are Really Missing The Boat Here!
Despite the many good things your editor, and other managers and consumers of Virtual Meetings have to say about them, they’ve been coming under heavy fire of late. Activist Tim Smith of Walden Asset Management has presented Intel, Broadridge Financial Solutions and...More On Notice And Access… And The Best Tip Ever On Maxing-Out On Savings While Minimizing “Lost Votes”
The Broadridge statistics on N&A are out for the period ending May 31, 2008 – the high season for annual meeting mailings – and the numbers are impressive.
Goodbye Edgar Brick Road SEC’s Mandate For Posting Proxy Documents Online Brings Benefits… But Heed These Cautions
By Rhoda Anderson, President, Rhoda Anderson Associates, and Co-Founder, EZOnlineDocuments
