ARTICLES: A CUMULATIVE INDEX
The Shareholder Service Optimizer:JULY 1994 – DECEMBER 2000
 
ABANDONED PROPERTY:
 
Cautionary Tales; Ten Practical Compliance TipsSep./Oct. ’94
New Enforcement Actions Certain in Light of Two Major CasesMay/Jun. ’99
New SEC Rules Mandate Transfer Agent Searches/Annual ReportsSep./Oct. ’97
Ohio Court Stings Abandoned Property GadflySep./Oct. ’97
Receiving "Prime Time Attention" from Regulators, Vendors and MediaMar. ’96
Tracers; A Pointed and Timely WarningJan/Feb 00
Websites Create Big Embarrassment Potential for Sloppy Abandoned Property ReportersJan./Feb. ’99
  
 
ACTIVIST INVESTORS:
  
Activists Start to Bite Back, Not Merely Bark at Companies that Cross ThemSep./Oct. ’97
Activist Victories Belie Predictions of "Proxy Peace"May/Jun. ’98
Activists Gear-up Earlyfor Springtime AssaultsSep/Oct 99
Amalgamated Bank/Amalgamated Clothing WorkersJan./Feb. ’95
ASCS Challenges ISS Proxy Advisory ServicesSep./Oct. ’98
"Black Box" Option Issuance/Capital Structure Models – Pros and ConsJan./Feb. ’99
Calpers Grades GovernanceJul. ’94
Calpers Targets Small and Mid–Sized CompaniesMar. ’96
Consent  Solicitations: The New Weapon of Choice in Proxy FightsNov/Dec 99
Confrontation and Conciliation: Some of Each in ’99Jan./Feb. ’99
Corporate Governance Video ConferenceJan./Feb. ’95
Delaware Court Decision Allows Insurgents to Unseat Directors on a "Technicality"Mar/Apr 00
Gadfly George Sitka DiesJul./Aug. ’97
Governance Gurus on the MoveJul. ’96
IRAA, Calpers, Teamsters & NYCERS Focus on Directors in ’96Nov./Dec. ’95
"Lens Vision"Jan./Feb.. ’95
New Activists – The IRAANov./Dec. ’94
NY Society of Securities Analysts Targets NATIONAL PRESTO for Governance/Stockprice "Makeover"Jan./Feb. ’99
Non–Financial Performance Measures Score High with InstitutionsJul./Aug. ’97
Poison Pill Proposals to Reach Record Levels in ’98/’99Sep./Oct. ’97
Polish Up Your War Plan: Top–10 Tips/Top–5 Danger SignalsMar. ’96
Proxy Proposal Reforms; Battle Royal LoomsSep./Oct. ’97
Small and Mid–Sized Companies Increasingly Targeted by Activists’94; Mar. ’96
United Brotherhood of CarpentersJan./Feb. ’95
US Department of LaborJan./Feb. ’95
 
 
ANNUAL MEETINGS:
  
ADP Shows Us The Money From Electronic Delivery/Voting and HouseholdingMar/Apr 00
Adjournments...Worst Practices(Peerless) Best; JP Morgan ChaseDec '00
Annual Meeting/Corporate Governance Video Conference HighlightsJan./Feb. ’95
Annual Meeting Planner: A 32–Page Special SupplementJan. ’98
Annual Meeting Practices; Not Always as Common Wisdom Would Have ItSep./Oct. ’97
Annual Meeting Security: Our Top Ten TipsJan. ’97
Batten Down the Hatches for a Stormy SeasonNov./Dec. ’95
Best and Worst of the ’94, ’95, ’96, ’97, ’98 and ’99 Seasons’94 thru ’99
Buddy–Up to Save Infrastructure ExpenseJan./Feb. ’95
Challenge–Proofing the Vote’94; Mar. ’96
Challenges to Management on "All Other Business"Jul. ’96
Cut Costs by 10%...Our Oft–Revised Top Ten TipsNov./Dec. ’98
Cut Your A/M Expense in Half?Jul. ’94
Early Returns Show Moneysavings in ’98 SeasonMar./Apr. ’98
Electronic Voting Technologies Leading to Big Service/Cost Improvements’97 thru ’99
Fee ScamstersMay/Jun. ’95
Financial Printing 2001’97 Supplement
Get More Bang for Your Big A/M Buck...Top 10 TipsJan./Feb. ’98
Invite Analysts to Tune–InNov./Dec. ’95
Major Turning Points Seen in Staggered Board, Poison Pill and Supermajority StrategiesMay/Jun. ’97
Managing Proxy Solicitation Expense... and Your Proxy Solicitors’95; Nov./Dec. ’98
Minimizing Financial Printing BillsNov./Dec. ’94
Notice Provisions Can Prevent A/M SurprisesSep ’96
Pledging AllegianceJul./Aug. ’98
Proofreading Tips’96; ’98 Supplements
"Proxy Peace" in ’98? Not by our ReckoningMay/Jun. ’98
Proxy Proposal Reform Proposals IssuedSep./Oct. ’97
Recommended Reading’95; Jul. ’96
Save $100,000 Plus on Annual Meeting ArrangementsSep ’96
Saving Big Money on Annual Meeting MailingsJul. ’94
Starting from Scratch (Zero–Based A/M Planning)Nov./Dec. ’94
Ten–Day Rule Questioned Yet AgainJul./Aug. ’98
Top Tips to Get More for Your A/M Money95; Nov./Dec. ’98
Top Ten Tips to Reduce Annual Meeting ExpenseNov./Dec. ’95
Using a Clock to Control the GadfliesMay/Jun. ’95
 
 
BEST AND WORST PRACTICES
  
Annual or Semi–Annual Dividends: Top 5 Questions to Ask; Top 5 Tips to Move SmartlyJan./Feb. ’99
Best and Worst from a Grab Bag of Interim Reports’94; ’95; Nov./Dec. ’97
Best and Worst of the ’98 A/M MaterialsMay/Jun. ’98
"BONY Baskets" Can Bust Your BudgetJul/Aug '00
Codes of EthicsJul/Aug '00
Corporate Leaders Reach Out to Non–ProfitsMay/Jun. ’98
Don’t Waste Money on "Dialing for Dollars" Proxy SolicitationsNov./Dec. ’98
Focus Groups: Before You (Mis)Spend Your Next MillionJul. ’96
JP Morgan Chase's Provision Re: Mtg AdjournmentsDec '00
Save 20% - 60% on Printing/Mailing Costs With Our Seven-Step PlanSep/Oct "99
Stop Throwing Money into the Street with Too–Slow Fulfillment; Best and Worst DRP FulfillersMar. ’97
Traditional Annual Mtg "Packages" : A Near- Total Waste of Time and Money....Nov '00 Supplement
Try Tri–Annual Dividends to Save Big CashMar./Apr. ’99
"Trick or Treat Offerings" with Corporate SponsorsNov. ’96
Tricon's Belated Statement; Visteon's 'Trick or Treat' OfferDec '00
 
 
BEST PRACTICES CASE STUDIES:
 
American Express Pioneers Street-Side HouseholdingDec '00
Confrontation vs ConciliationJul/Aug 99
DRP/DSPP Case Study Yields Big Moneysaving InsightsMar/Apr "99
Equitable Engineers a Major Overhaul of its Investor BaseMay ’96
Fine–Tuning Your Spending... to Lower Fulfillment Costs/Increase SuccessMar./Apr. ’99
GTE Clocks GadfliesMay/Jun. ’95
Home Depot Becomes First Company to Offer DSPP on the InternetNov./Dec. ’98
ITT Invites Analysts to Tune–In Special MeetingNov./Dec. ’95
NCR Spinoff Launches Direct Registration SystemJan. ’97
Optimize Spending With Our Longest-Ever  List of TipsSep/Oct  '00
Pfizer’s "TIDE" Program Responds to Activist Concerns re: PillsSep./Oct. ’97
Proxy Fights BoomSep/Oct  '00
Proxy Guru Slams The SystemDec '00
Yankee Energy Proxy Does Double DutyNov./Dec. ’94
 
 
BROKERS:
 
As Brokers Internalize DRPs, Issuers and Investors Stand to LoseMay ’96
Bonanza for Brokers from T+3Jul. ’94; May ’96
Brokerage Commissions: Save Up to 70%Mar. ’96
Brokers Demand Equal Treatment, but Deliver as it Suits ThemSep./Oct. ’94
Brokers "Explain" T+3; Brokers Explain Even More’94; May/Jun. ’95
Committee Slams Broker Billing Practices, Calls for CompetitionSep./Oct. ’95
CTA and Council of Institutional Investors Knock SEC Proxy Fee EffortsMar./Apr. ’98
     NYSE/ADP Fee Proposal: "All Wet"Nov./Dec. ’95
     NYSE/ADP Respond with New Fee ProposalSep./Oct. ’95
     NYSE Brokers Lower Fees for ’98 Season, but Big Cuts Still to ComeJan./Feb. ’98
     NYSE Recommends "New and Improved" Fee ProposalMar. ’96
     Our Final Word (?) on Proxy FeesMay/Jun. ’98
DRPs vs Brokerage AccountsMay ’96
Merrill/Prudential Outsource Proxy Mailings to ADPNov./Dec. ’97
Paine Webber Outsources Proxy Mailings to ADPSep./Oct. ’97
Prudential Stages "Earnings Surprise"Jan./Feb. ’98
Rogue Broker Study ReleasedJul. ’94
Dean Witter: Mighty Free with Your Mailing MoneyMay/Jun. ’95
 
CAPITAL MARKETS:
 
Annual or Semi–Annual Dividends Can Lower Your Cost of Capital by $ Millions Per YearJan./Feb. ’99
"Black Box" Option Issuance/Capital Structure Models Draw FireJan/Feb '99
DRPs through DTC will Boost Original Issue CashflowsMay ’96
DSPPs Hit the Internet’98; Nov./Dec. ’98
Global Mega–Mergers Having Big Effect on Transfer AgentsJan./Feb. ’99
Mini-Tender Offers Often Take Issuers - and Investors - By SurpriseJan/Feb '99
New Circuit Breakers in EffectNov./Dec. ’98
 Save Mega–Dollars on Brokerage CommissionsMar. ’96
 "Structured Equity Shelf" Raises Equity Capital in a New, Ultra Low–Cost WayMay/Jun. ’95
T–Bills – with Lowered Minimums – Now Available for Internet PurchasesJul./Aug. ’98
Tri-Annual Dividends May Work For Your CompanyMar/Apr  '99
 
 
CAREER–BUILDING/CAREER ENDING TRENDS:
 
Scandals/Bounties Raise the Risks of Holding Abandoned PropertyMay '96
The Corporate Secretary/Investor Relations Officer "In Crisis"; Five Career Strategies/Five Tactical ActionsMay ’96
 
 
CLASS ACTIONS:
 
Check Those Broker BillsNov./Dec. ’95
Suits Increase by 25%; Settlements Grow, Following Federal LegislationNov./Dec. ’98
 
 
DIRECT COMMUNICATIONS SYSTEM:
 
Issuers Appear To Be Overpaying by 70%Mar./Apr. ’95
NYSE Issues New and Improved Fee ScheduleMar. ’96
NYSE Proxy Fee Proposal "Tricked–out with Benefits" Are No Treat for Issuers also, A Proposed Free–Market SolutionJan. ’97
NYSE/P–W Questionnaire Meets Issuer ResistanceJul./Aug. ’97
Talks on Rolling Back Fees and/or Broker Kickbacks Break DownJan./Feb. ’95
Time to Look Beyond the NOBOs and OBOsMar. ’97
 
 
DIRECT REGISTRATION SYSTEM:
 
Better Regulation Needed or Issuers Stand to Get BurnedMay/Jun '99
Closed for New Business by SEC...Unless Issuers Knuckle UnderSep/Oct  '99
Securities Industry Ready to Resolve Indemnification StalemateMar/Apr '00
Want to Go Forward with DRS in the Meanwhile? We say ,"Go For It"Mar/Apr '00
  
 
DIRECTORS:
 
Airing Differences in the Press...Code of Conduct Needed?Dec '00
Director Evaluation: It’s Guaranteed to be Coming to Your Company Soon Engaging Directors in the IR ProcessMar. ’97
Engaging Directors in the IR Process(by request)
"Family Affairs" Make for Lurid ReadingJan./Feb. ’99
Not Just "Parsley on the Fish," but Sometimes "Fish out of Water"Jul./Aug. ’98
On Potential Disclosure/Discovery of Director EvaluationsJul./Aug. ’97
Your Future, CEOs and Directors... Use it or Lose It’97 Supplement
  
 
DIVIDEND REINVESTMENT PLANS:
 
Automatic Debiting Can Make "Systematic Investment Plans" Shape UpJul./Aug. ’95
Benchmarking and Mapping Program Will Help You Optimize Plan Spending;May/Jun. ’98
Benchmarking Program Shows Smart Marketeers Outperform Less Successful Peers Seven to Fifteen Times OverMar./Apr. ’99
Broker–Free Programs Boom – But Some are Bound to BombJan./Feb. ’98
Broker–Free Programs by Industry...and by AgentJan./Feb. ’98
Broker–Free Stock Purchase Plans Take Off: Seven Steps to Increase Your Own SuccessSep ’96
Clearinghouse for Open–Enrollment DRP Info AnnouncedMar. ’96
Convinced You Need Individual Investors But Scared-off by the Costs? Use the NetJan/feb '00
Creating Shareholder Value with Affinity Group Stock Purchase Plans(By request)
Direct Investors Speak... You Need to ListenJan./Feb. ’98
Direct Purchase Plans Boom: Where’s the Cutting Edge?Jan. ’97
Direct Registration: Finally "For Real"Jan. ’97
Double Your DRP Participation for Next to NothingNov./Dec. ’95
"DRPs" for Non–Dividend PayersNov./Dec. ’94
DRPs vs Brokerage AccountsMay ’98
DRPs through DTC; A Winner all AroundMay ’96
DSPPs Hit the Internet’98; Nov./Dec. ’98
Ever Try to Sell Shares Through a DRP? Our Survey Shows Mixed ResultsJul./Aug. ’98
Fulfillment Survey Shows Some Improvement... but 13 1/2% of our Requests Went UnfulfilledMar./Apr. ’98
"Generic DSPPs"...A Threat to Transfer Agent Plans?Sep/Oct "99
Internet-Enabled DSPPs Will Cause Paper-Bound  Plans to DieJul/Aug '99
Internet-Brokered DSPPs....Curtains for Transfer Agent Sponsored Plans?Jul/Aug '00
Investors as Customers: "Show Me the Money" A Reader Demands... and We ComplyMay/Jun. ’99
Jr. Executive Tries to Build a DRP PortfolioJul./Aug. ’98
Kissing Good Money Good–bye: The Six Big Mistakes to AvoidJul./Aug. ’95
New Wave of Broker–Free and Certificateless Programs Hit the StreetMay/Jun. ’97
Open Enrollment Plans Boom – Plus, Powerful Stats from JCPenneySep./Oct. ’95
SEC Grants Broad Exemptions for Open Enrollment PlansNov./Dec. ’94
SEC "Reg M" Makes Direct Offering EasierMar. ’97
Securities Market Improvement Act Solves Blue–Sky ProblemJan. ’97
Snapshot of the Plan Universe'99; Jan/Feb '00
Stockholders as Customers: We Show Readers the MoneyMay/Jun '99
Stop Throwing Money into the Street with Too–Slow FulfillmentMay/Jun. ’97
Survey Shows DRP Portfolio Outperforms Most Mutual FundsJul./Aug. ’98
  
 
ELECTRONIC EVIDENCE DISCOVERY:
 
Hair Raising DevelopmentsSep./Oct. ’95
  
 
EMPLOYEE OWNERSHIP:
 
Communications Tips'00 Supplement
Employee Ownership Booms: Plans Go Global’97 Supplement
Employee Ownership Plans Payoff HandsomelyMay/Jun. ’99
Employee Voting; Tips to Max–OutJul./Aug. ’97
NASPP'00 Supplement
  
 
FOCUS GROUPS:
 
Ameritech Scraps A/R, Begins Anew after Focus Groups Raise Q’sMay/Jun. ’99
Spend a Few Bucks Before You (Mis)Spend Your Next MillionJul. ’96
  
 
INDIVIDUAL INVESTORS:
 
Analyzing Your Individual Investor Base: Part I on "The Basics"May/Jun '99
Book–Entry Programs Boom, Saving MillionsSep./Oct. ’97
Clearinghouse for Open–Enrollment DRPs AnnouncedMar. ’96
Communicating With Investors...Cost-Effectively....Two 48pg Special Supplements'99; Nov '00
Convinced You Need More Individuals But Scared-Off by the Costs? Our SolutionJan/Feb '00
Customer Service for Year 2001’97 Supplement
Cutting Dividend Checks with DRP and Stock Certificates with DRSSep./Oct. ’98
Direct Stock Purchase Plans Hit the Internet... A Major Boon to Companies TooSep./Oct. ’98
Equitable Overhauls Individual Investor BaseMay ’96
Favorite Stocks Shift; 4 Still in, 5 Ousted, 5 New... How’d it Happen?Mar./Apr. ’98
Five Powerful Economic Forces Will Force You To Refocus On Individual InvestorsMar./Apr. ’95
Five Revolutionary Trends Will Impact Investor Services’97 Supplement
Individual Access to Conference Calls: A fast–growing TrendMay/Jun. ’99
Individuals Appear to be Voting Proxies Less ReliablyJul./Aug. ’98
Individuals as Customers Create Major Shareholder ValueMay/Jun. ’99
Individuals Get Some Real RespectJan./Feb. ’98
Individuals Rate Quarterlies Higher Than ThoughtSep./Oct. ’95
Leveling the Playing Field’97 Supplement
JCPenney Study Links Share Ownership/Buying BehaviorsSep./Oct. ’95
Reaching Out to Individual InvestorsMar./Apr. ’95
Richest Slices of the Demographic PieSep/Oct '99
Standing Instructions to Censor Materials RescindedMar./Apr. ’95
Stockholders as Customers: We Show You The MoneyMay/Jun '99
A Strong Anchor to Windward in Market StormsSep./Oct. ’98
Time for a Careful Look at Your Ownership BaseNov./Dec. ’95
Trick or Treat Buyback Plans Leave Some Investors "Skewed"Jul/Aug '99; Dec '00
Top Ten Reasons to Grow and Guard Your Individual Investor BaseSep./Oct. ’98
Top Ten Tips to Optimize Your Individual–Owner ProfileJul./Aug. ’95
Unjamming Those "Toll–free" Call Centers: 10 Tips for Issuers; 10 for Transfer AgentsMar./Apr. ’99
What are Companies Doing to Communicate with Individuals These DaysNov./Dec. ’97
  
 
INTERIM REPORTS:
 
An Interim Report on QRs: Top 10 Tips; Best and Worst QuarterliesSep./Oct. ’95
Analysts and Portfolio Managers Rate ThemSep./Oct. ’94
Best and Worst of Written and Telephonic Interims’94; Nov./Dec. ’97
Better Way to Reduce Quarterly Report Mailing CostsSep./Oct. ’94
Leveling the Playing Field’97 Supplement
Two New Studies Indicate QRs More Valuable Than ThoughtSep./Oct. ’95
Two New Ways to Save Money OnMar./Apr. ’95
 
IRAs:
 
IRAs: NAIC/First Trust Offer New Self–Directed IRA ProductSep./Oct. ’95
Too Many IRAs Raining on Your DRP?...New Service May HelpMar./Apr. ’95
 
MONEYSAVING IDEAS:
 
Abandoned Property: 10 Tips to Assess Your Situation and Develop a Program That’s Right for YouSep./Oct. ’94
Annual Meeting Planner; 32 Pages of Moneysaving Ideas’98 Supplement
Annual Meetings: Ten Tips to Get More Bang for Your BuckJan./Feb. ’98
Annual Meetings: Our Oft–Revised Top Ten Moneysaving TipsNov./Dec. ’98
Annual or Semi–Annual Dividends: A Mega Moneysaver Vs Quarterly PaymentsJan./Feb. ’99
Automatic Debiting Reduces Expense, Increases Returns for DRPsMay/Jun. ’95
Automatic DRP with Once–a–Year Statements to Save on Lost Stockholder Maintenance
Best Idea of ’97: Convertible Send and Return EnvelopeJul./Aug. ’97
Book–Entry Programs Boom, Saving Millions for IssuersSep./Oct. ’97
Brokerage Commissions: Save Up to 70%Mar. ’96
Check Those Class Action Bills Twice... A Money–Grabbing Ploy to Watch ForNov./Dec. ’95

Communicating With Investors ...Cost - Effectively  ... Two 48p Spec. Supplements

'99; Nov'00
Cut your DSPP Costs At Least In Half...and Up To 1600%Jan/Feb '00
Double Check Broker Mailing Practices, Fees and "Wraps" Before Paying the BillsJul./Aug. ’95
Double Your DRP Participation for Next to NothingNov./Dec. ’95
DRP through DTCMay ’96
DRP/DSPP Benchmarking Studies Yield Big Moneysaving Insights'99; Dec '00
DSPPs Hit the Internet: "Electronic Investors" will Produce Huge Cost–Savings for Issuers’98; Nov./Dec. ’98
Electronic Delivery and Voting Technologies Lead to Big Money–Saving Opportunities’97; Nov./Dec. ’98
Encourage Shareholders to "Bookmark" Your Internet Voting Site to Increase Usage... and The Moneysaving PotentialMar./Apr. ’99
Equitable Saves Mega–Money on Investor BaseMay ’96
Financial Printing Bills: Manage & MinimizeNov./Dec. ’94
Five Ways to Save Really Big Money on Annual Meeting MailingsJul. ’94
Focus Groups ... Before You (Mis) Spend Your Next Million on Annual ReportsJul. ’96
Free ConsultingJul. ’96
Householding Rules Finally Out...How to Max-Out the SavingsSep/Oct '00; Dec '00
Householding: Potentially the Biggest Moneysaver EverNov./Dec. ’97
Individual Ownership Programs: Don’t Kiss Good Money Good–byeJul./Aug. ’95
IRAs – Too Many Can Rain on Your DRIP: New Service May HelpMar./Apr. ’95
Interim Reports: 10 Tips to Get Your Money’s WorthSep./Oct. ’95
Interims: New Ideas to Eliminate Dupes; Save 33%–66% on NOBO FeesMar./Apr. ’95

Multi-Million $ Moneysaving Idea for Transfer Agents

Sep/Oct '99
Odd–Lot Programs – 10 Tips To Get Your Money’s Worth; 5 More Tips to Stop the FlowJan./Feb. ’95
One-Minute Multi-Million Moneysaving Makeover at NCRJan/Feb '99
Optimize Your Annual Mtg Spending: Our Longest-Ever List of TipsSep/Oct '00
A Proposal to Cut Annual Meeting Expense in HalfJul. ’94
Plan to Cut Printing and Production Expenses'00 Supplement
Proxy Solicitation; Managing Expense... and Your Overall Solicitation Effort’95; Nov./Dec. ’98
Quarterly Report Mailing Costs: A Better Way to Reduce ThemSep./Oct. ’94
Raise Equity Capital in a New, Ultra–Low–Cost WayMay/Jun. ’95
Reverse Split Saves Millions for NCRJan./Feb. ’99
Save $100,000 Plus on Annual Meeting ArrangementsSep ’96
Second Proxies: Another Way to Throw Good Money into the StreetMay/Jun. ’97
Six Moneysaving Tips for Companies Planning a Split, Spinoff or ExchangeSep./Oct. ’97
Stop Wasting Money with Too–Slow DRP Fulfillment’97; May/Jun. ’97
Streetside HouseholdingDec '00
Telephone Voting: Faster & Much Cheaper Than Mail!May/Jun. '95
Dial Up Big Savings in Postage and HandlingMar. ’96
Top-Ten Moneysaving Ideas to Take You Through 2001May/Jun '00
Try Tri–Annual Dividends to Save Big MoneyMar./Apr. ’99
Watch Out For Annual Meeting Fee ScamstersMay/Jun. ’95
 
ODD–LOT BUYBACKS:
 
Dark Side of Odd–Lot Buybacks, Plus Tips to Sharpen Programs/Improve Success...
Procedures to Prevent Recurrence of Odd–LottersJan./Feb. ’95
Equitable Overhauls Individual Investor BaseMay ’96
Mini–Tender Offers Catching Issuers/Investors by SurpriseJan./Feb. ’99
New "Reg M" Makes Odd–Lot Programs Easier to ConductMar. ’97
Trick or Treat  Offers...Don't Offer Them'99; Dec '00
 
PLAIN ENGLISH DOCUMENTS:
 
Kudos for Plain English Proxy StatementsMay/Jun. ’97
Own Your Share of America CampaignSep./Oct. ’95
Plain English DocumentsMar. ’97
 
 
PROXY:
 
ADP Digs In Its Heels On Proxy FeesNov/Dec '99
ADP Reports Huge Jump in Votes Processed... and in Electronic VotesMay/Jun. ’98

ADP Shows Us The Money From E lectronics/Householding....
Consent Solicitations: New Activist Weapon Plus, A Primer from Learned Counsel...Nov/Dec '99; Mar/Apr '00

Mar/Apr '00
Big Doings in Proxy Solicitation Country; Shifts at Georgeson, D. F. KingJul./Aug. ’97
Challenge–Proof Your VoteNov./Dec. ’94
Creative Ways to Use 8 1/2" x 11" ProxyMar./Apr. ’95
Delaware Court Reverses Inspector: 'Assumptions" Don't Make "Presumptions of Validity"Mar./Apr. ’00
Don’t Waste Money – or Your Reputation – on Mismanaged SolicitationsNov./Dec. ’98
Electronic Distribution and Voting: A Big MoneysaverNov./Dec. ’98
Employee Voting: How to Max–OutJul./Aug. ’97
Fee Scamster ArrestedMar. ’96
Five-Point Checklist to Assure Your Elec-Delivery Systems Will WorkJan/Feb'00
Georgeson Sold to Shareholder Communications CorporationMar./Apr. ’99
Ice: Not So Nice (at first) But More Negotiable These Days on Fees’97; Mar./Apr. ’99
Individual Investors Voting Less OftenJul./Aug. ’98
JP Morgan Chase Provision Re: AdjournmentsDec "00
Last Season for ADPs Lock on Fees??Mar./Apr. ’99
Letter–Size Proxies Supplant CardsMar./Apr. ’95
More Big Doings at Solicitors; Georgeson Sells StockWatch Business; Shareholder Comm. Buys Kissel–BlakeSep./Oct. 98
New York Legislature OK’s Telephone Voting, Some States Still Need To ActSep./Oct. ’97
Proof Reading: Top Tips’96; ’98 Supplement
Proxy Advisory Service ChallengedSep./Oct. ’98
Proxy Fights Boom: CT Corporation Exits Inspector BizSep/Oct '00
Proxy Forum to Address Technology, Fees and Process IssuesMay/Jun. ’97
Proxy Guru Slams The System; We RebutDec '00
Proxy Mailing Charges of Five Largest Mailers/Duquesne Light ComparedMar./Apr. ’95
Proxy Solicitation ExpenseJan./Feb. ’95
Proxy Tabulating and Reporting...How Accurate is it Really?May/Jun. ’98
Proxy Tabulating Horrors to Guard AgainstMay/Jun. ’97
Second Proxies: Another Way to Throw Good Money into the StreetMay/Jun. ’97

SEC'S Householding Release; Our proposals Work  Better

'99; Sep '00; Dec '00
Technology and the Proxy Process'00 Supplement
Telephone Voting Can Ring–Up Big SavingsMar. ’96
Tips on Picking a Winning Deal TeamMar./Apr. ’98
What’s the Real Scoop on Proxy Solicitors... Who’s Who in the Tombstones’98; Jan./Feb. ’99
Yankee Energy Gets Double–Duty/Double Value from Proxy MailingNov./Dec. ’94
 
QUARTERLY REPORTS... SEE INTERIM REPORTS
RECYCLED AND RECYCLABLE PAPER: Tips on UsingNov./Dec. ’94
 
REGULATORY NOTES: (Can be found in every issue, Selected Highlights shown)
 
Class Action Suits Escalate After LegislationNov./Dec. ’98
Consumer Advisory Committee at SECJul. ’94
Dead Hand/Slow Hand Poison Pills Dead In DelawareNov./Dec. ’98

Delaware Court Notes "assumptions" Don't Equal "Presumptions" of Proxy Validity

Mar/Apr '00
Direct Registration System Needs Sensible Regulatory Attention or Issuers Will Have Big ProblemsMay/Jun. ’99
House Bill Would Regulate DRP AgentsSep./Oct. ’97
Internet Roadshows OK’d for Qualified Buyers of Private PlacementsJan./Feb. ’98
"Invest Wisely" Pamphlet from SECJul. ’94
IRS Withholding Rules for Foreign Stockholders Postponed ’Til Y2KMay/Jun. ’98
Labor Department Holds Hearings on 401(K) Fees; Issues Booklet’97; Jul./Aug. ’98
NASD Nixes Short Sales on DownticksSep./Oct. ’94
NASD will Pay to Broadcast Earnings Discussions of its Top 100 CompaniesNov./Dec. ’98
New York Legislature OKs Telephone VotingSep./Oct. ’97
NYSE Brokers "New and Improved Fees" for Proxy DistributionMar. ’96
NYSE Re–Defines "Broad–Based" Option Plans; Shareholder Approval ThresholdsSep./Oct. ’98
NYSE Rule Lets Brokers Vote WrapsSep./Oct. ’94
NYSE Thwarts Morton’s Stock Split PlanSep./Oct. ’94
Ohio Court Stings Abandoned Property GadflySep./Oct. ’97
"Reg M" Makes it Easy to Launch DRPs/Odd–LotsMar 97
Regulators Eye Abandoned Property Pot of GoldSep./Oct. ’94
Roach Motel Escape Hatch WidenedSep./Oct. ’98
Rogue Broker Study ReleasedJul. ’94
SEC "Aircraft Carrier" LaunchedSep./Oct. ’98
SEC Approves NYSE/ADP Proxy Fee Proposal; Calls for Audit and Report on "Reasonableness"Mar. ’97
SEC Grants Broad Exemptions for Company–Sponsored DRPsNov./Dec. ’94
SEC Issues Draft "Householding Rules"...Too Little Too Late We SaySep./Oct. ’97
SEC Pursues Auditors, Audit Committees, Big CompaniesNov./Dec. ’98
Securities Market Improvement Act Solves Most Blue Sky ProblemsJan. ’97
SIPIC Insurance Gets a Fresh Look... and it ain’t goodNov./Dec. ’98
Thinking Outside of the Box; Three Radical Ideas from Commissioner WallmanJul./Aug. ’97
 
 
REQUIRED READING:
 
"A Look at 401(k) Plan Fees", from Department of LaborJul./Aug. ’98
Corporate Minutes Monograph; IR Compensation Study; Non–Profit Governance GuideMay/Jun. ’97
Deloitte Touche on Non–Financial Performance Measures; Campbell Soup and CPC A/M MaterialsNov./Dec. ’95
For You, Your Chairman and Your Entire BoardJul. ’96
"From Little Leagues to Universities"; also NIRI’s "Standards and Practices" for IR DisclosureMay/Jun. ’98
"Invest Wisely" Pamphlet from SECJul. ’94
 
SCRIPOPHILY:
 
Acutely Painful: Potentially FatalJul./Aug. ’95
Becoming a Mass–Market PhenomenonSep./Oct. ’97
Do You Know Where Your Old Stock Certificates Really Are?Jan./Feb. ’99
Levitt's Letter to Audit Committee ChairmenDec '00
Suits Keep Strait–Jacketing Corporate VictimsNov. ’96
"The Board Book"Jul/Aug '00
Warning Re: Would–Be Buyers of Old CertificatesJul./Aug. ’97
STAMP... The"Medallion Signature Guarantee" Fails to Stamp–out FraudMar./Apr. ’98
 
SURVEYS:
 
OPTIMIZER Readership Survey Results’95; '96; '97; Feb. ’99
Sensational Survey ScamJul/Aug '97
Transfer Agent Quality Surveys....(See Listings Under Transfer Agents)Jul. ’94
Yankee Energy Uses Proxy to Survey ShareholdersNov./Dec. ’9
 
T–PLUS–THREE:
 
Bonanza for Brokers... Problems for Public Companies and for Transfer Agents... Brokers "Explain"Jul. ’94
Enlightened Issuers Step Up Their Communications EffortsSep./Oct. ’94
Good Side to T+3 for Savvy IssuersSep./Oct. ’95
Opportunity or Threat?Jul./Aug. ’95
What Every Stockholder Needs to Know About Registered Vs Street–Name Ownership(By request)
T+3 is Here: What are Brokers, Investors, Issuers and the SEC Saying and Doing?May/Jun. ’95
 
 
TRANSFER AGENTS:
 
A Better Way to Rate Your Transfer AgentJul. ’94
Big Companies Play Musical Chairs with Their AgentsMay/Jun. ’98
Consolidation: Chemical–Mellon Joint VentureSep./Oct. ’94
     Bank of Boston/State Street Joint VentureMay/Jun. ’95
     ChaseMellon Acquires Boatmen’s BusinessMar. ’97
     Computershare Buys Merrill's ESOP BizSep/Oct '00
     Consolidation Continues: Top Five Agents Control 80–85% of the MarketNov. ’96
     DST Takes Ownership of EquiserveDec. '00
     First Chicago–Boston EquiServe to Combine Businesses... The New Top–10 AgentsJan./Feb. ’98
     Harris Acquires Banc–One BusinessJul./Aug. ’95
     Mellon Buys-Out Chase InterestDec '00
First New Entrant in 20 YearsJul./Aug. ’98
Global Mega–Mergers Take Toll on Transfer AgentsJan./Feb. ’99
How Well are Those T/A Call Centers Really Serving Us? Results of our Taxtime "Stress Test"Mar./Apr. ’99
Insurance Co. Demutualizations, May Refill T/A "Bucket"; Widen Gaps in ShareNov./Dec. ’98
Overview of the Transfer Agency Business’97 Supplement
Paperless Stock Transfer’97 Supplement
Read The Fine Print on Your T-A ContractJul/Aug '00
Selling DRP Shares Through Eleven Agents... A Mixed ExperienceJul./Aug. ’98
Shareholder Service for the 21st Century’97 Supplement
Silly Season for Those T/A "Quality" Surveys... Five Reasons Not to Use Them to Pick an AgentNov./Dec. ’98
Star Players "Gallop–Off" in New DirectionsMar. ’96
Survey Purveyor ProtestsSep./Oct. ’97
Tax- Season Stress Test of T-A Call CentersMar./Apr. '99; '00
Transfer Agent Market Share: Dramatic ShiftsJul./Aug. ’97
Transfer Agent Quality SurveysJul. ’94
     Revisited’95; Nov./Dec. ’98
     On "Second Look" Yet Another Bank is "Number One"Mar. ’97
     Latest Surveys "Ain’t Gonna Give You No Answer"Jan. ’97
     Vaulting From Last Place to First in Just One YearJul. ’96
Transfer Agents of the Ukraine...A Report from the former USSRJan./Feb. '00
Truly Sensational Survey–ScamJul./Aug. ’97
What’s the Real Scoop on Transfer Agents... and What to Do if You’re Unhappy with YoursJan./Feb. ’98
 
VIDEO CONFERENCING:
 
Video Conference on Annual Meeting/Corporate Governance: An Important New Dimension to Board MeetingsJan./Feb. ’95
 
WATCHING THE WEB:
 
Abandoned Property Websites Creating Corporate EmbarrassmentJan./Feb. ’99
Building or Remodeling Your Website? Top–10 Tips from Designers, Top–5 No–Nos and Some "Best IR Sites" Will HelpMar./Apr. ’99
"Do it Yourself Investment:" DSPPs Now Live and on the Internet’98; Nov./Dec. ’98
Electronic Voting Technologies Leading to Big Cost/Service Improvements’97 thru ’99
Encourage Your Shareholders to "Bookmark" Your Internet Voting Site, to Increase Usage/Moneysaving OpportunitiesMar./Apr. ’99
Gear–Up Early to Save Money on Electronic Distribution of Proxy MaterialsNov./Dec. ’98
Individual Investor Access to Conference Calls: A fast–growing Trend Facilitated by New WebsiteMay/Jun. ’99
Internet Road Shows OK’d for Qualified Buyers of Private PlacementsJan./Feb. ’98
T–Bills Available for Internet PurchasesJul./Aug. ’98
 
WRAPS:
 
Need Some (W)RappingMar./Apr. ’95
Not All Brokers Charge Proxy FeeMay/Jun. ’95
What’s a Wrap Anyway?Jul./Aug. ’95
 
YEAR 2000 PROBLEM:
 
The Problem’97 Supplement
Disclosure Efforts are Missing the Mark with SECJan./Feb. ’99
Efforts Lagging at Many CompaniesMay/Jun. ’98
Shaping Up as Bigger than First ThoughtSep./Oct. ’97
Y2K Disclosure on 10Ks RequiredSep./Oct. ’98
Water Pipe Smoking: A Comprehensive Guide to BongB

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