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

  • Briefing – Lessons from the 2025 Proxy Season
    Tuesday, July 22, 2025

    Briefing – Lessons from the 2025 Proxy Season

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event The 2025 proxy season was influenced by several key issues, including changes announced in Staff Legal Bulletin 14M regarding the interpretation of Rule 14a-8, and…

    Online
  • Briefing – Effective earnings preparation amid macro volatility
    Thursday, August 07, 2025

    Briefing – Effective earnings preparation amid macro volatility

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event Amid constant tariff news, geopolitical upheaval and other developments stemming from the new US administration, IR teams have their work cut out as they prepare…

    Online
  • IR Impact Forum – AI & Technology
    Wednesday, November 12, 2025

    IR Impact Forum – AI & Technology

    About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision-making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind. At this early but fast-moving stage of adoption, IR teams are asking important questions…

    New York, US

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