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The Financial CHOICE Act and Shareholder Engagement

June 15, 2017

Authors

Steven Poplawski

The Financial CHOICE Act and Shareholder Engagement

June 15, 2017

by: Steven Poplawski

The Financial CHOICE Act introduced in the House this spring has largely garnered attention because of its rollback of Dodd-Frank, but the bill would also significantly change the rules governing shareholder resolutions for public companies. Currently, the restrictions are relatively modest, requiring that investors have at least $2,000 in stock or one percent of the stock at a company in order to

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Order in the Meeting: Dealing with Difficult Shareholder Meetings

April 27, 2017

Authors

Robert Klingler

Order in the Meeting: Dealing with Difficult Shareholder Meetings

April 27, 2017

by: Robert Klingler

the-bank-accountthe-bank-accountOn our twentieth(!) podcast episode of The Bank Account, Jonathan and I take the opportunity to discuss tips for how to approach challenging shareholders or circumstances at your annual meetings.

Unfortunately, Jonathan had a brain freeze during recording, and forgot to use his favorite Mike Tyson quotation, “Everyone has a plan ’till they get punched in the mouth.”  That said, planning ahead for disruptive shareholders is almost always worthwhile.

Providing a written agenda

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