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.

We need this information so that we can make the report available to you, and so that we and Donnelley Financial Solutions (DFIN) can keep you updated via email and telephone of our products and services.

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.

You may choose to unsubscribe at any time by clicking on the “unsubscribe” link in any email communication from IR Magazine or Donnelley Financial Solutions (DFIN).

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Upcoming events

  • Awards – Canada
    Thursday, April 2, 2026

    Awards – Canada

    About the event The IR Impact Awards – Canada will take place on Thursday, April 2, 2026 in Toronto. This very special event will honor excellence in the investor relations profession across Canada. WHEN WHERE Fairmont Royal York, Toronto Celebrating IR excellence Since the annual event first launched in 1996,…

    Toronto, Canada
  • Forum – Canada
    Thursday, April 2, 2026

    Forum – Canada

    About the event The IR Impact Forum – Canada 2026 brings together investor relations professionals, analysts and governance experts to explore the future of IR in Canada. Designed for today’s rapidly evolving capital markets, the forum delivers practical insights through expert panels, real-world case studies and interactive discussions. Gain fresh…

    Toronto, Canada
  • Awards – Europe
    Thursday, June 18, 2026

    Awards – Europe

    About the event The IR Impact Awards – Europe takes place on Thursday, June 18, 2026 in London. This very special event honors excellence in the investor relations profession across Europe and we are excited to welcome everyone for an evening of fine food and lots of celebrating! WHEN WHERE…

    London, UK

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