Annual Shareholder Meetings: Don’t Pay for the Same Thing Twice

Our guest – Toppan Merrill’s Mike Spelman – joins us to explain how you might be able to save money by exploring whether you’re paying for the same thing twice when it comes to preparing for your annual shareholders meeting. The items that may be duplicated between your transfer agent & Broadridge include:

• Non-Broadridge bank & broker search
• Phone & Internet voting set-ups
• Master tabulation and/or Inspector of Elections
• Web ready PDFs of your proxy materials
• File transfer fees

For many more Vid-Guides dealing with corporate & securities law, corporate governance, E&S issues and more – particularly if you want to review any Vid-Guides referred to during this Vid-Guide – see the list of Vid-Guides spread throughout these categories:

• Corporate Governance
• Proxy Season
• Executive Pay
• ’34 Act/Other
• ’33 Act/Deals
• Sustainability/E&S
• Career Advice
• Fun Party

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