Proxy season field guide

Donnelley Financial Solutions (DFIN)

This useful report from DFIN provides an overview of recent legislative, regulatory and shareholder developments, and guidance on how these developments will impact you in the 2023 proxy season.

It includes these benefits, and many more:

  • an annotated model directors and officers questionnaire
  • compliance checklist of a summary of the proxy rules that are generally applicable to proxy statements for annual stockholder meetings
  • frequently asked questions about shareholder proposals and proxy access, including what a company must do if it seeks to exclude a proposal based on the failure of the proponent to meet an eligibility or procedural requirement

Download it below!

Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the report.

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Neither IR Magazine nor Donnelley Financial Solutions (DFIN) will share this information with any third parties, and will only process it in accordance with our respective privacy policies, available here: IR Magazine privacy policy and Donnelley Financial Solutions (DFIN) privacy policy.

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Upcoming events

  • Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support
    Wednesday, July 15, 2026

    Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes Winning investor confidence: how IR teams can anticipate sentiment and drive support The capital markets are becoming increasingly fragmented. Passive strategies, pass-through voting and evolving stewardship priorities mean…

    Online
  • Corporate Governance Forum
    Thursday, November 5, 2026

    Corporate Governance Forum

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US
  • Corporate Governance Awards
    Thursday, November 5, 2026

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US

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