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Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience

Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience. December 5, 2006 Chuck Callan ADP Investor Communication Services. Opportunity for Engagement: Shareholder Democracy. 90+ million U.S. equity shareholders 13,000+ shareholder meetings each year

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Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience

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  1. Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience December 5, 2006 Chuck Callan ADP Investor Communication Services

  2. Opportunity for Engagement: Shareholder Democracy • 90+ million U.S. equity shareholders • 13,000+ shareholder meetings each year • “Perishable Window” - 30 days • Identify - Distribute - Tabulate - Report Two-Thirds of Investors Vote “Some” or “All” of the Time. How to increase voting participation and end-to-end process efficiency?

  3. What Is vs. What If • 15 million U.S. investors use e-delivery and e-voting • 2.5 million no longer use e-delivery • 75 million prefer paper: comfort and security • Carrot and Stick? • Carrot: XBRL • Stick?: e-Proxy

  4. e-Proxy: Changing the Default Reduces Participation Findings of three, separately conducted surveys: Source: Comment letters on Internet Availability of Proxy Materials.

  5. Investor Communications Technology Suite:A Better Way to Engage Investors XBRL Support Secure, Shareholders-Only Discussion Room e-Only Contests Investor Mailbox Integrated Research & Recommendations Dual Distribution

  6. Shareholders-Only Chat Room A Qualitatively Improved Information Experience Awareness, Access & Preferences Relevance & Usage Identity Validation & Privacy Execution & Action Investor Driven: access to information, tools, and other investors. Broadly Inclusive: 90M+ investors, 1B+ notifications yearly Secure: unique 12-digit control number for each position Informed Participation: vote proxies, communicate, and transact InvestorDelivery.com 15 M+ Retail Investors Communications Vote Identify Shareholders as of Record Date ProxyEdge.com CHAT Corporate Action POST 2,500+ Institutional Investors (55% NYSE Shares) Survey Information Investor Mailbox Director Communications 90M+ Investor Accounts with 800+ Nominees -- Holding Shares in 13K+ Issuers SEC Filings Private Label Broker Portal – Regulatory & Transaction Communications Issuer Information Request Information Analysis Dual Distribution Research 800+ Nominees Potential: 20 M+ Tools My Preferences OBOs and NOBOs Investor Preferences Links 85 M+ Householding Voting, E-Delivery, Content

  7. SEC Rulemaking - Choices for Investors Investors have a number of choices today for information delivery and voting: • Can opt-in for Internet delivery • Can opt-in for ProxyEdge • Can utilize regular mail • Can utilize telephone voting on a 24x7 basis • Can utilize internet voting on a 24x7 basis • Can household mailings to the same address

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