Governance Playbook: From compliance to confidence: Proxies that win trust and votes

The proxy statement is no longer just a compliance document, but a strategic communication tool that reflects your company’s governance priorities, transparency and responsiveness to stakeholder expectations. 

Click to read Governance Playbook – From compliance to confidence: Proxies that win trust and votes – DFIN

The 2025 proxy season introduced a wave of new practice, from evolving ESG and DE&I disclosures to heightened attention on cybersecurity and AI. As investor demands grow more sophisticated, companies must respond with greater clarity, depth and strategic foresight. 

This playbook offers a comprehensive, actionable framework to help your organization elevate its proxy disclosures. Learn how leading companies are navigating the changing landscape and positioning their proxy statements as both regulatory assets and strategic narratives. 

In this playbook, you’ll learn: 

  • What investors and proxy advisors expect for 2026 and how requirements are changing 
  • Case studies that demonstrate award-winning governance 
  • How to balance and prioritize proxy advisors, investors and company needs 
  • Key compliance risks, expected regulatory changes and proactive mitigation strategies 
  • AI tools and technologies governance leaders are leveraging for developing their proxies.

Upcoming events

  • Forum – AI & Technology Europe
    Thursday, March 12, 2026

    Forum – AI & Technology Europe

    About the event Stay ahead. Harness AI. Transform IR. In today’s rapidly evolving financial landscape, AI is transforming how IROs engage with investors, analyze market sentiment and deliver insights. Yet, many IR teams face challenges in understanding and employing these tools effectively. WHEN WHERE America Square Conference Centre, London The…

    London, UK
  • Think Tank – West Coast
    Thursday, March 19, 2026

    Think Tank – West Coast

    Our unique format – Exclusively for in-house IRO’s The IR Impact Think Tank – West Coast will take place on Thursday, March 19, 2026 in Palo Alto and is an  invitation-only event exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, and discuss, debate and dissect…

    Palo Alto, US
  • Awards – US
    Wednesday, March 25, 2026

    Awards – US

    About the event The IR Impact Awards – US will take place on Wednesday, March 25, 2026 in New York. This very special event honors excellence in the investor relations profession across the US. WHEN WHERE Cipriani 25 Broadway, New York Celebrating IR excellence Since the annual event first launched…

    New York, US

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