
November 17, 2009
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"Everything activism” is on this webcast for IR.
Check out this AMAZING panel of experts! |
Stephen Brown, Ronald M. Schneider and John Vogt will present their expertise about activism and investor relations. |
Stephen L. Brown, Esq., Director, Corporate Governance: TIAA-CREF
Jared L. Landaw, Chief Operating Officer and General Counsel: Barington Capital Group, L.P.
Thomas Quinn: Vice President: FactSet Research Systems
Ronald M. Schneider, Director, Business Development - Proxy Solicitation and Meeting Services: BNY Mellon
John Vogt, Vice President, Investor Analytics: NASDAQ OMX
Neil Stewart, Executive Editor: IR magazine
Sincere thanks to our panelists. They have some great real-world stories and case studies to share. Have a nice day. |
November 15, 2009
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Ethan Howe, Mail Fulfillment manager, has ideas for companies to be green and save green without sacrificing quality of communications. |
It’s not easy being green, at least not for Investor Relations. On November 9th, NIRI and the Society of Corporate Secretaries and Governance Professionals released the results of a co-member survey regarding the first three years of e-proxy and Notice and Access. The results (link left or scroll far below) surprised me a bit – as I am such an “online guy.” However, the manager of our Mail Fulfillment center, Ethan Howe, was not surprised at all. He sends out thousands of pieces of printed investor materials each week. In fact, last Wednesday (Nov 11), his team printed and shipped 11,000 pages. I spoke with Ethan in our warehouse. |
BHS: You’re pleased to see the NIRI / SCSGP results. Ethan: Well, I’m not surprised. In October, we sent out a client 10-Q almost every two minutes. Certainly, overall print volume is less most everywhere, however our volume of work demonstrates that receiving hardcopy shareholder materials are still essential for many, many people. BHS: Last week, you sent me a report that showed you throw out more client 10-Qs than you mail. Ethan: Yes, this Friday alone I sent 2.4 tons to our recycling center. BHS: Tons? Ethan: Tons. No exaggeration. We send palettes full of outdated, unrequested materials to the recycling center each month. It’s extremely wasteful and costly. BHS: Explain. Ethan: It’s simple. We print here in-house and ship as the investors’ requests come in. No cases of stock sitting on shelves waiting to die. BHS: So…. print IS dead. Ethan: No, just how you manage it is. Or perhaps, how you buy it. BHS: I have bought a lot of offset printing in my career. Buying more is always cheaper while it's on the press. Ethan: But… BHS: …buuuuuut not if you throw two-thirds of it away. Ethan: Bingo. Print-on-Demand is effective for materials that have life-spans. Just like your annual “Best Practices Guide.” You used to have those printed commercially in bulk. Now, we do it here for you. We print all of your colorful marketing materials. BHS: On demand. I get it. The math and cash liquidity works for me. Clients REALLY need to talk to you and see the math. Ethan: I want the business.[click here]. My goal is a 10-Q per minute. BHS: Realistically, I would assume that part of the Notice & Access survey stats are based not so much on the fact that “investors love hardcopy” but more to the fact that shareholders are still navigating Notice and Access and the e-proxy process. Ethan: I would agree. BHS: The point is communicate to shareholders in the media they need to best understand the message. It may be online. It may be print. Last thought? Ethan: Stop overprinting 10-Qs. Print-on-Demand can help companies be green and save green. That’s how I can help. Have a nice day. From NIRI: Respondents that have implemented Notice and Access or “e-proxy” using the full set delivery ( which means TRADITIONAL hardcopy mailing) model garnered the best vote turnout in 2009. Ninety-three percent had 76-100% total shares voted and better retail turnout over the other distribution models. Those who used full set delivery showed no appreciable change in retail vote turnout over last year. Survey respondents who report the most overall cost savings in 2009 over 2008 were those implementing Notice and Access for the first time, but even in this group, the savings were not dramatic. Thirty-three percent of respondents who used e-proxy this year for the first time indicated their total spending was 75-99% of last year’s, and an additional 16% did not save any money. A further 8% of this group actually saw their costs go up.
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November 12, 2009
November 10, 2009
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There’s no question that 2010 is going to be a year of heightened activism. Investor Relations departments who have never had to deal with activists before will be affected. Whether you begrudge them or befriend them, one point is certain. Activism is an opportunity for IR to do what you do best…. build a relationship. And, further to that, the activist WANT you to work with them. To help you identify and understand activists, we invite you to watch and ask questions to our expert (scroll down) panel on a live video webcast. We assembled a superior cast of characters who look at activism from both side of the Street. Pun intended. Work in NYC? Come to the event in-person, We'll feed you lunch too. I need your RSVP for security. Come to NASDAQ MarketSite, Times Square, 44 & Bway about 11:10. |
FREE VIDEO WEBCAST: Preparing for Activism - Activists offer their advice to IR… “What you need to do to when I call.” DATE AND TIME: November 23, 2009, 11:30 AM ET LINKS:
PHYSICAL LOCATION: Do you work in the NYC area?
Our expert panel will discuss in detail:
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Stephen L. Brown Director & Associate General Counsel TIAA-CREF
Jared Landaw Chief Operating Officer & General Counsel Barington Capital Group. L.P.
Ron Schneider |
Tom Quinn John Vogt Vice President, Investor Analytics NASDAQ OMX
Moderator Neil Stewart Executive Editor IR Magazine |
November 10, 2009
| Last Friday, I wrote about the "other 361 days" on the Investor Relations calendar. Below is terrific and 100% straight-up praise our client support team received for the four EXTREMELY stressful days our clients face.
This blog is the easiest to write yet. Great job team! " I just got off of a call with [client]. She wanted to tell me directly that Laura (Willis), Doug (Sharp) and Sean (Veligor) did a wonderful job managing their event. The term she used was “flawless”. " I would like to say that our Earnings Release call went very well and I am pleased how easy the Host Controls site was for me to use. I would also like to mention that I appreciated Edna Leach’s professional manner; she was helpful, patient and totally supportive throughout the time prior to and the day of the actual call. |
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" I just wanted to take a minute to tell you how much I appreciated all of your (Matt Callander’s), help during our two days of somewhat controlled chaos [at client event]. You did a great job with everything, especially making yourself available so late in the evening. Again thank you, it went extremely well. " Our [earnings] call went very well and I wanted to make sure that all (Client Support Team) involved were told how pleased we are. My boss [CFO] was very pleased as well. " I was hoping there was going to be some economies by using Shareholder.com and (Steve Munger) didn’t let me down. Add to that the fact that [co-worker} and I enjoy working with you guys and we have a win/win situation. Please let your bosses know that the great service we get from you and Lisa (Raffery-Cavichio) is always a big factor in our decision making. We are going to move forward with transferring our research function to the IR site immediately. " I will like to thank you ( Lito Sandoval) for all the support you gave us regarding our website. My learnings from today are really positive, confirming your great availability and excellent customer support. I appreciate your help. " I just wanted to reach out to you and let you know what a great job Laura (Willis) and her team did with our recent website redesign. She was incredibly diligent, accessible and keenly focused on providing us with a level of customer service that we, quite honestly, had not seen in sometime, if ever, from Shareholder.com. You can now be assured that based on Laura's efforts, we will remain with Shareholder for the next year. " ….More than smoothly. Your team, as always, was very professional and helpful - even caught and corrected (with my hearty approval!) a mistake in our press release. Thanks for circling back - we are HIGHLY satisfied with GlobeNewswire… " The crew at Shareholder.com did an amazing job, particularly Rod Thompson and Matthew Callander. Rod had started the whole process with me and made me feel confident and comfortable that this was going to happen timely, accurately and with highest degree of confidentiality. Matt jumped in last night to take over some of the last minute changes and additions and was willing to stay up all night -- quite happily so, too – as I waited for the final documents that had to be posted to the site before 6 am EDT. Thanks should go to your helpdesk too " Laura (Willis) and Stephen (Finneral) did an excellent job not only with the implementation but hand holding the client as well as hand holding the account team! This was a big [IPO] deal [to all] and it went off without a hitch. " I love you guys! “Wow, that’s service, thanks a lot!
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