Proxy season field guide

Donnelley Financial Solutions (DFIN)

The 2021 proxy season occurs in an environment of heightened shareholder activism and an ever-increasing focus on compensation and corporate governance disclosures. 

This proxy season field guide provides you with an overview of recent legislative, regulatory and shareholder developments, and provides guidance on how these developments will impact you in the 2021 proxy season.

It includes useful resources:

  • a compliance checklist, Schedule 14A, for an annual meeting of stockholders, updated February 2021
  • an annotated model directors and officers questionnaire
  • frequently asked questions about shareholder proposals and proxy access

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 – 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
  • Think Tank – Europe
    Thursday, June 18, 2026

    Think Tank – Europe

    About the event The IR Impact Think Tank – Europe will take place on Thursday, June 18, 2026 in London and exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s…

    London, UK
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    Thursday, November 12, 2026

    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 fast-moving stage of adoption, IR teams are asking important questions regarding…

    New York, US

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