2016 January Special Supplement
Shareholder Services Association to Ring Closing Bell at the New York Stock ExchangeThe Board of the Shareholder Services Association (the “SSA”) will have the honor of ringing the iconic New York Stock Exchange closing bell at the end of trading on Wednesday, May 18, 2016, in celebration of the SSA’s 70th anniversary.
Carl Hagberg's Comments to the SEC - Transfer Agency IndustryAfter almost 30 years of no action, the SEC asked for comments on a "mega-list" of proposed initiatives to regulate the transfer agency industry, which has changed beyond recognition, and in numerous ways, since their last real rule-making. Read Carl Hagberg's, sometimes contrarian comments - based on 32 years of experience in and 23 around the transfer agency business.
Hot Issues for Your Annual MeetingA transcript of TheCorporateCounsel.net's March 2nd webcast, with experts Keith Bishop, Partner, Allen Matkins LLP, Carl Hagberg, Independent Inspector of Elections and Editor of The Shareholder Service Optimizer, Roxanne Houtman, Partner, Potter Anderson Corroon LLP, and Jill Whitney, VP - Client Services, Broadridge.
COMING SOON: "VOTES HAVE VALUE"A plain-English primer on exactly HOW shareholder votes have value...on WHY individual investors should make time to cast their votes.... on how to read a proxy statement and make up your mind on how to vote...and on ways to make proxy voting EASY - and habitual.
Why Companies & Investors Are Embracing Real Online Annual ReportsWill U.S. Companies Take a Cue from Their European Counterparts & Jump on This Rising Trend?
The Board-Centric Annual MeetingRasing The Bar For Board Communication
The World Of Shareholder MeetingsAn Interview With Michael Mackey, President, Alliance Advisors, LLC
A Pre-Proxy Season Q&A With BroadridgeWith annual meetings being top of mind for many companies at this time of the year, the Optimizer sat down with John Dunn, Vice President, US Corporate Issuer Sales at Broadridge to get his perspective and learn what is new at the company.
Executive Compensation Going ForwardBy Jeremy L. Goldstein, Jeremy L. Goldstein & Associates, LLC
The Optimizer Interviews Jay McHale & Bill Jackson Of Computershare/Georgeson“Gentleman: 2015 set an all-time record for mergers, acquisitions and spin-offs. With a truly astonishing $4.7 trillion in deals announced, and with so many of the deals involving “mega-cap companies”, we imagine that the impacts on Computershare and on Georgeson Were significant ones. So... for starters....”
Transfer Agents & Issuers: Are You Prepared For The Future?The 2015 Industry Index Helps Us Get To Safe Shores
The Return Of The TelephoneAn Interview with Ellen Philip & Cal Donly Of Ellen Philip Associates
Audits & OpportunitiesUnclaimed Property Compliance Update. A review of the current unclaimed property enforcement environment and recent legislative developments.
Q&A With Abby CowartNew Executive Director of the Shareholder Services Association
The Unforgettable Wilma SossThe first person ever to demand that directors put women on their boards
Activists And Other “Financial Engineers” Drive M&A And Restructuring Acivities To Alltime Highs...
Some Bests (Microsoft, Chevron And Hasbro) And Worsts (“The VWAPS Of G-E”) On The 2015 Shareholder...Regular readers are well aware, we hope, of our frustration with the overall presentations of shareholder meeting and voting materials over the web. Much as your editor would like to sign up for e-delivery only, most of the online materials we review are so reader and browser unfriendly we are forced to insist on paper copies, since it’s an all or nothing proposition where the delivery options are concerned. In any event, we are absolutely convinced that poor-quality e-materials are a major cause of the annual declines in individual investor voting we have been seeing - ever since Notice and Access was adopted.
Holy Land Priciples Seem Cool But Generate Lots Of Heat At Shareholder Meetings: Coming Soon To...
Women On Boards: Still Lagging, Despite Compelling Evidence That They Raise Shareholder...THE “2020” CAMPAIGN IN THE U.S. - TO HAVE 20% WOMAN BOARD MEMBERS BY 2020 - SEEMS LESS LIKE 20:20 VISION AND MORE LIKE A BAD CASE OF MYOPIA
An Interview With James Kristie On Corporate Govenance Trends
Computershare's Jay McHale Reviews Issuer...
An Interview with Mike O’Donnell and Melissa McCarthy