Aug 4, 2018 | 2013, 2013 Supplement, Interviews, Issues, Shareholder Services, Technology
An Interview With Todd May SVP, Wells Fargo Shareowner Services
Aug 14, 2016 | 2016, 2016 Supplement, Annual Meetings, Financial Printing, Investor Relations, Issues, Notice & Access, Technology
Will U.S. Companies Take a Cue from Their European Counterparts & Jump on This Rising Trend? By Erwin Groenendal of Tangelo Software Annual reports serve a vital function. Aside from fulfilling the SEC’s requirements with the Form 10-K, substantial annual reports...
Aug 15, 2015 | 2015, 2015 Q1, Issues, Technology
But A Surprising Number Of Companies Dig-In Their Heels About Reviewing And Expanding Their Internal Control Environment… Do Not Be One Of Them… Or Use One Of Them, We Warn
Aug 4, 2015 | 2015, 2015 Supplement, Document Design & Delivery, Financial Printing, Interviews, Notice & Access, Technology
An Interview with Erwin Groenendal of Brooklyn-Based Tangelo Software
Aug 15, 2014 | 2014, 2014 Q3, Best & Worst Practices, Board Services & Tools, Issues, Technology
Top Of Board Agendas… But None Of The Checklists We’Ve Seen Address The Way Their Key Vendors Guard, Or Maybe Fail To Guard The Security Of Their Most Sensitive Records… Our Tips
Aug 4, 2014 | 2014, 2014 Supplement, Interviews, Issues, Money Saving Ideas, Technology
An Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
Aug 15, 2013 | 2013, 2013 Supplement, Issues, Technology
EZOnlineDocuments’ CTO, Rich Andrews, recently participated as a panelist in a webinar that discussed the topic of Quick Response (QR) codes. The following primer provides information on QR codes and why companies should consider using them in their documents and voting materials.
Aug 15, 2013 | 2013, 2013 Supplement, Annual Meetings, Issues, Proxy, Technology
Trends To Watch by Charles V. Callan and Michelle Jackson
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 Q1, Annual Meetings, Inspectors of Election, Issues, Technology
An Intriguing Moneysaving Option: But Is This A Good Option For Your Company? We Offer Some Important Considerations
Aug 15, 2012 | 2012, 2012 Q1, Annual Meetings, Inspectors of Election, Issues, Money Saving Ideas, Technology
Industry Thought-Leaders Are Working Hard To Develop Best-Practices For “Virtual Shareholder Meetings”
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 4, 2012 | 2012, 2012 Supplement, Entity & Subsidiary Management, Interviews, Issues, Technology
An Interview With Seth McNary, Verbatim’s CEO
Aug 4, 2012 | 2012, 2012 Supplement, Issues, Technology
Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
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 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 4, 2011 | 2011, 2011 Supplement, Interviews, Investor Relations, Issues, Money Saving Ideas, Technology
The Optimizer’s Editor Interviews Ellen Philip And Cal Donly Of Ellen Philip Associates
Aug 15, 2008 | 2008, 2008 Q3, Best & Worst Practices, Issues, Technology, The Basics
IT’S HIGH-TIME YOU RE-CHECKED THE DATA-SECURITY AT YOUR VENDORS, the Optimizer warned, in our second-quarter 2005 issue, following a truly startling cluster of major data-breaches at companies like BofA, Choice Point, Citicorp and Wachovia…and where we offered a long checklist of points to check on.
Aug 4, 2008 | 2008, 2008 Supplement, Interviews, Issues, Technology
An interview with Rich Scotti of Scotti Graphics