Shareholder Forum for Verizon Communications, Inc.

Forum Home Page

Verizon Forum Home Page

Program Reference

 

Forum Report: Objectives for New Program and Initial Workshop

(June 15, 2007)

 

Sent: Friday, June 15, 2007 2:03 PM
Subject: New Forum program to find out where Verizon managers are placing their bets

 
For those of you interested in the analysis and valuation of investments, or in the issues relating to executive compensation -- or in both -- we are starting a new Forum program that addresses both together: looking at Verizon's business strategies, we will examine the relationship of compensation to the achievement of key business objectives as a means of finding out where managers are placing their own bets.
 
You'll note in the "Forum Summary" copied below that the program was organized with the support of the company's retiree association, which can be expected to provide us with the valuable insights of people who are familiar with Verizon and focused on its long term success.
 
As indicated in the Summary, we'll be starting with an informal "workshop" to determine what kind of information should be provided.  Please let me know if you're interested in participating in this process, or if you have any suggestions regarding the types of insights and expertise that may be helpful.
 
I will of course welcome your questions and comments.
 
           GL
 
Gary Lutin
Lutin & Company
575 Madison Avenue, 10th Floor
New York, New York 10022
Tel: 212-605-0335
Email: gl@shareholderforum.com
 
 

 
 
 
 
 

Forum Summary: Verizon Communications, Inc.

A “Forum” program is being initiated for shareholders of Verizon Communications Inc. (NYSE:VZ) to examine the relationship of executive compensation incentives to the company’s achievement of long term enterprise objectives, as a foundation for considering investor decisions about both capital commitment and voting.

Verizon was selected as a Forum subject based primarily on its apparent value enhancement opportunity.  Since the company’s stock has not performed as well as that of its rivals in spite of Verizon’s competitively superior operational performance, it is assumed that a significant portion of the comparatively lower valuation may be attributable to investment risk discount associated with widely reported analyst concerns about the company’s strategies.  The Forum’s objective, based on principles of shared investor and management interests defined in its recent “Options Policies” program, is therefore to facilitate an exchange of information that provides investors with a better understanding of the enterprise goals on which the company’s key executives, as well-informed and highly credible decision-makers, have staked their financial and career success.

The Forum program will start with an informal “workshop,” inviting Verizon management, shareholders, securities analysts and other professionals to develop consensus recommendations of (a) what investors should be considering in their decisions and (b) what information can reasonably be made available for required research and analysis.  Based on the directions established by the workshop, the Forum will present relevant information publicly to all participants and provide opportunities for open exchanges of views at one or more steps.  A final report of the program’s conclusions will include any comments offered by Verizon management.

The Forum will be open, free of charge, to all Verizon shareholders, whether institutional or individual, and to any fiduciaries or professionals concerned with their investment decisions, including members of the New York Society of Security Analysts.  As stated in the “Conditions of Participation” which are publicly posted on the Forum web site, the Forum will be conducted for the purpose of providing shareholders with access to information and a free exchange of views on issues relating to their evaluations of alternatives.  Participants are expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program has been organized with the support of the Association of BellTel Retirees Inc., believed to be the world’s largest such organization with over 110,000 members who are retired employees of Verizon and its predecessor companies.[*]

 

June 15, 2007

Forum chairman:

Gary Lutin

Lutin & Company, 575 Madison Avenue, New York, New York 10022

Telephone: 212-605-0335

Email: gl@shareholderforum.com


 

[*] The President of the retiree Association, a former strategic development and planning executive of Verizon, had been a member of the previous Forum program’s Advisory Panel which defined principles of shared management and investor interests concerning compensation policies that are a foundation for the current program.

 

 

 

 

 

This Forum program is open, free of charge, to all Verizon Communications, Inc. ("VZ") shareholders and to any fiduciaries or professionals concerned with their investment decisions.  Its purpose is to provide shareholders with access to information and a free exchange of views on issues relating to their evaluations of alternatives, addressing issues described in the Forum Summary.

As stated in the posted Conditions of Participation, all Forum participants are expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

The Verizon Forum program has been organized with the support of the Association of BellTel Retirees Inc., believed to be the world’s largest such organization with over 110,000 members who are retired employees of Verizon and its predecessor companies.

Inquiries and requests to be included in the Forum's distribution list may be addressed to vz@shareholderforum.com.  The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material.

All material on this web site is published by Gary Lutin, who is responsible for conducting the Forum.