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Helping public companies and their suppliers deliver better and more cost-effective programs since 1994

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  1. More News from the 2017 Meeting Front: The Best & Worst

    BofA’S DONATIONS TO SPECIAL OLYMPICS PRODUCED BIG NEW-VOTER TURNOUT: In our last issue we singled out Bank of America’s proxy package for special mention as “required viewing.” With most of the ‘big season’ now behind us, it remains the best and most effective set of proxy documents to cross our desk this year.

    Article

    2017 - Q2
  2. The 2017 "Ficklefinger Award"

    And the winner is.......

    Article

    2017 Q1
  3. Checklist of "BEST PRACTICES" in Evaluating and Selecting a TRANSFER AGENT

    We first published this article in 2003 and, believe it or not, it didn’t need much updating until recently, other than to note that there has been a very good market for buyers of TA services and a very difficult one for sellers throughout this long period of industry contraction.

    Article

    2016 Year-End Special Supplement
  4. Some Tips for Choosing a Proxy Solicitor/Advisor

    Article

    2016 Year-End Special Supplement
  5. Activist Investors, Shareholder Proponents, Gadflies And Other Would-Be Speakers At Shareholder...

    Our Top 10 Tips For Dealing With Them

    Article

    2014 Q4
  6. What To Do When Activists "Knock"

    Practical Tips 

    Article

    2014 Q4
  7. Computershare's Jay McHale Reviews Issuer Challenges And Solutions For 2015

    Article

    2014 Special Supplement
  8. The Missing Link: Individual Director Assessment, By Kristina Veaco And Cherie Sorokin Of Veaco Group

    The Fast Growing Need To Assess Board Composition, Director Tenure And Individual Director Effectiveness.

    Article

    2014 Special Supplement
  9. How To Cope With The New Activism?

    Advice From Bill Fiske of Georgeson, Bruce Goldfarb of Okapi Partners, Tom Germinario of D.F. King, Michael Mackey of Alliance Advisors, Ron Schneider of RR Donnelley and Artie Regan of Regan & Associates. 

    Article

    2014 Special Supplement
  10. Why Do A Board Assessment: By Mary Denise Kuprionis Of The Governance Solutions Group

    How To Get Started, The Process And The Rewards.

    Article

    2014 Special Supplement