There is no magic button to flawlessly convert documents to EDGAR HTML. It is true; the tools now available have greatly reduced the time and increased the accuracy of the conversion process, but these tools still need help along the way. If your document is primarily for EDGAR filing purposes, here are a few tips […]
Intelligent Mail Barcodes
Intelligent Mail Barcodes can make your mailing operation much more productive. You can prepare USPS compliant mailings faster and more easily and achieve increased mail deliverability at the lowest postage rates by using Intelligent Mail Barcodes from the United States Postal Service. The Intelligent Mail Barcode (IMB) is an advanced 65-barcode offered by the U.S. […]
Succession Planning – Leadership Now and In the Future
Recent events, including incidents of CEO illness, high turnover rate of CEOs, and increased shareholder pressure for new CEOs at some companies, have highlighted the need for boards to put current and operational succession plans in place. Many experts claim that overseeing a healthy and sustainable CEO succession plan is one of the most vital […]
Shareholder Activism
Shareholder activism has intensified in recent years. According to Michael Reilly, a 24-year veteran of Reuters Group and internet communication specialist, “activists come in many shapes and forms. In addition to high-profile funds, there are shareowner groups such as unions, pension fund managers and a variety of money and asset managers.” Regulators have stepped up […]
SEC Financial Literacy Study
On January 18, 2012, the Securities and Exchange Commission published a request for public comment on financial literacy and investor disclosure issues that it is studying as part of a review mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act. The Dodd-Frank Act directs the SEC to conduct a study of retail investors’ […]
SEC’s Whistleblower Program
With its whistleblower program officially becoming effective, the Securities and Exchange Commission has launched a new web page for people to report violations of the federal securities laws and apply for a financial award. The Dodd-Frank Wall Street Reform and Consumer Protection Act provided the SEC with the authority to pay financial rewards to whistleblowers […]
How to Use Social Media to Build Relationships
Networking – Your network is your lifeline. Use your social media platforms to connect, promote, thank, and be kind to the people important to your business. Be friendly, be genuine, and give first. Education – Free information is the new currency. To create a client community, you must share information that has value. Useful, action-oriented […]
Integrating Social Media into your Business Marketing Plan
There are five generations working in the business world right now and social media is king for many of them. To reach these users, first define your goals and target market(s), then ask yourself if you can reach them with one or more of these platforms and if are you are willing to put in […]
Social Media Is Changing Your Business – With or Without You
If you have customers, social media matters. 62% of people using social media are between the ages of 25 to 54, the largest age group is 35 to 44, and the fastest growing group is over 55. What are the age demographics of your customers? Just because your business doesn’t have a Social Media presence, […]
Are Virtual Annual Meetings In Your Future?
A growing number of U.S. companies are holding their annual shareholder meetings exclusively online. Thirty-four companies this year (using Broadridge’s technology) incorporated a virtual component to their annual meeting process. Nine of those companies opted to have a virtual only annual meeting. Although they are uncommon, online-only annual meetings are not new. It was nine […]
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