Shareholder Forum for Verizon Communications, Inc.

Forum Home Page

Verizon Forum Home Page

Program Reference



Discussions at the meeting may be expected to refer to information found in the following Verizon reports filed with the SEC:

For a review of Verizon's investment in its "FiOS" strategy, see

For general guidance on research use of proxy statements for securities analysis, see

For a subsequent report of the meeting, see



Open Meeting

of the

Shareholder Forum for Verizon Communications, Inc.



Thursday, March 27, 2008


3:00pm to 4:30pm


New York Society of Security Analysts (“NYSSA”)

1177 Avenue of the Americas, 2nd Floor

(between 45th and 46th Streets)

New York, New York 10022

Photo identification will be required for access to the building


Reservations required,* open without charge to all NYSSA members and participants in the Verizon Forum program

Finding Out How Verizon Executives Are Placing Their Bets

            Focusing on Verizon’s controversial “FiOS” strategy – investing $20+ billion in a fiber-optics system as a foundation for competitive advantage – a panel of experts in telecom industry analysis and executive compensation will guide meeting participants through the process of obtaining the information they need to find out whether the company’s managers are betting their own money alongside shareholders.


Part I: Panel review

What can be found in Verizon’s annual report, proxy statement and other SEC filings to show how much executive compensation is linked to the progress of their FiOS strategy?

Part II. Open session

What additional information should be requested of the company for a full understanding of management’s financial commitments to success?


C. William Jones, President of Association of BellTel Retirees, former senior Verizon executive for strategic development and corporate planning

Richard Klugman, CFA, NYSSA member and top ranked telecom analyst

Barry M. Sine, CFA & CMT, NYSSA member and top ranked telecom analyst

Richard V. Smith, Sibson Consulting, SVP and Executive Compensation Practice Leader


 More Information

Additional information, including material presented by James F. Reda of Reda & Associates in the recent NYSSA program about “What Analysts Can Find in Compensation Reports,” will be posted on the Verizon Forum web site:


* Address reservation requests to:

   (NYSSA members can also register online.)

March 12, 2008





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  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.