Proxy Season Field Guide - 11th Edition
Proxy statements that drive shareholder engagement
Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more.
Yield superior results with value-driven, intelligently-designed shareholder materials
Proxy Strategy, Design & Advisory Services
Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting.
Disclosure Management, EDGAR Filing & Expertise
Streamline financial reporting with our purpose-built proxy statement software, ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings.
Design & Editing Services
Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services.
Annual Meeting Services
DFIN streamlines your annual or special meeting with
project management and coordination of all meeting-related activities, including:
- Broker search capabilities
- Real-time online vote results
- Final tabulation
- Inspector-of-election services
- Virtual, in-person or hybrid shareholder meetings
- SEC (Form 8-K) filing tabulation results
Production & Distribution
Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy reporting format and handled by our experienced staff and globally distributed.
Did you know your proxy could help you do this?
- Identify, understand and avoid risks
- Create communication strategies
- Put the spotlight on corporate strengths
- Make data-driven decisions about content
- Create custom designs for compelling storytelling
- Tap into industry trends and best practices
Elevating your shareholder communications design
Elevating your shareholder communications design
Our design experts can help you amplify your company story and define what sets your company apart.
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Proxy
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Annual Report
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Sustainability Report
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Investor Communications
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IR Website Services
Get in touch with us to talk affordable proxy solutions
or
call +1 800 823 5304
Super-charge your proxy process with our award-winning tools
A fast, affordable SEC filing platform
ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure proxy reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.
Accelerate your deal process with our award-winning virtual data room
Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.
Get ahead of regulatory momentum
New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.
Get ahead of regulatory momentum
New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.
Celebrating 2022 IR Magazine award winning client partnerships
Demands on ESG reporting are intensifying
Capital markets, regulatory bodies including the SEC, employees, and customers alike are increasingly seeking transparency on managing ESG initiatives. When aligned with business strategy and long-term value — from reporting, tax, HR to M&A — our ESG data management and reporting solution lets you capture the right opportunities.
Learn more
Continue building your perfect tech stack
Financial Reporting
Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.
ESG
Financial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders.
Virtual Data Room
Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.
More findings, right this way
Report
Equilar releases its “Corporate Governance Outlook 2024” report featuring DFIN commentary
| Ron Schneider
Report
Equilar releases its “Preparing for Proxy Season 2024” report featuring DFIN commentary
| Ron Schneider
Video Podcast
Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 11th Edition
Video Podcast
Webinar Replay: SEC Regulatory Update, Trends, Lessons Learned from Proxy Season
Video Podcast
DFIN's Digital Transformation and how Force Management Platform Assists with Sales
| Craig Clay
Article
Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong?
| Ron Schneider
Video Podcast
SEC Insider by DFIN | New SEC Rules for Universal Proxy Cards with Jean Luther and Ron Schneider
Video Podcast
Preparing for the 2023 Proxy & Disclosure Season with Ron Schneider
| Ron Schneider
