Proxy statements that drive shareholder engagement Optimize efficiencies — experience seamless, turn-key, expert-supported proxy statement solutions from advisory services, strategy, design and print to annual meeting services and more. Contact an expert Reimagine your proxy. Over 500 examples of innovative proxy disclosures. Our expert-supported, consultative approach and digital proxy statement solutions help streamline the proxy process and deliver a more effective shareholder communication. Our capabilities when it comes to financial proxy statement preparation, design and overall compliance management means you can have the ideal solution for your needs. Download the Guide Yield superior results with value-driven, intelligently-designed shareholder materials Proxy Strategy Disclosure Management, EDGAR Filing & Expertise Design & Editing Services Annual Meeting Services Production & Distribution Proxy Strategy Lean on our expert Corporate Governance team to review your proxy and shareholder materials, create efficiencies to optimize your shareholder engagement throughout the year, especially during your annual meeting. Disclosure Management, EDGAR Filing & Expertise Streamline financial reporting with our purpose-built public proxy statement software, ActiveDisclosure and ensure your proxy-related filings are compliant; even rely on DFIN’s expert service professionals to produce your SEC filings. Design & Editing Services Utilize our expert-led writing and editing services at every stage of your compliance efforts — from IPO to public, from board engagement to ESG services. Our proxy statement design process is data-driven, resulting in documents that are aesthetically pleasing as well as informative. Annual Meeting Services DFIN streamlines your annual or special meeting withproject management and coordination of all meeting-related activities, including:Broker search capabilitiesReal-time online vote resultsFinal tabulationInspector-of-election services Virtual, in-person or hybrid shareholder meetingsSEC (Form 8-K) filing tabulation results Production & Distribution Personalized, customized & branded shareholder documents in either a printed or digital interactive proxy reporting format and handled by our experienced staff and globally distributed. Book a demo Did you know your proxy could help you do this? Identify, understand and avoid risks Create communication strategies Put the spotlight on corporate strengths Make data-driven decisions about content Create custom designs for compelling storytelling Tap into industry trends and best practices Elevate your shareholder communications design Our proxy statement design experts can help you amplify your company story and define what sets your company apart. 1 Proxy 2 Annual Report 3 Sustainability Report 4 Investor Communications 5 IR Website Services Get in touch with us to talk affordable proxy solutions Talk to an expert or call +1 800 823 5304 Celebrating 2023-2024 award winning client partnerships Continue building your perfect tech stack Financial ReportingTake the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings. Learn more ESG ReportingFinancial reporting software integrated with a network of top global tech partners that provides an end-to-end ESG ecosystem. Navigate evolving regulations, simplify the complexity of reporting, and ensure accurate, audit-ready ESG disclosures to deliver superior results for stakeholders. Learn more Virtual Data RoomSafeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance. Learn more More findings, right this way Case study How We Helped a Medical Technology Company Collaborate on Proxy Statements October 2024 Read case study Resources What Is a Proxy Statement? October 2024 View resource Video Podcast Webinar Replay: An Early Look at the 2024 Proxy Season May 2024 Watch Podcast Case study How We Helped a Lifestyle Brands Company Modernize its Proxy Statements January 2024 Read case study Guide Executive Compensation Disclosure Handbook – Updated February 2023 March 2023 View guide Guide The Proxy Season Field Guide – 10th Edition February 2023 View guide Blog There Are No Shortcuts with SEC’s New Pay Versus Performance Rule February 2023 | Ron Schneider View blog Article Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong? February 2023 | Ron Schneider Read article Article Corporate Governance Outlook 2023 February 2023 | Ron Schneider Read article Resources What to Know About the New Universal Proxy Card Requirements February 2023 View resource Article Preparing for Proxy Season 2023 February 2023 | Ron Schneider Read article Guide DFIN Releases 10th Edition Guide to Effective Proxies January 2023 View guide Video Podcast Preparing for the 2023 Proxy & Disclosure Season with Ron Schneider October 2022 | Ron Schneider Watch Podcast Video Webinar Replay: Navigating DFIN’s Guide to Effective Proxies October 2022 Watch video Video Podcast Compliance Creative Design & Style in ESG & Proxy with Kelly Ball, Creative Manager for Corporate Governance and Compliance Services, DFIN October 2022 Watch Podcast Video Podcast DFIN's Guide to Effective Proxies with Ron Schneider, Director of Corporate Governance Services, DFIN September 2022 Watch Podcast Video Podcast EMEA and Key Opportunities Around VDR with Anthony Sharratt, DFIN's Head of Venue, EMEA July 2022 Watch Podcast Video Podcast DFIN Road to Transformation with Dan Leib, DFIN’s President and CEO June 2022 Watch Podcast Article Embarking on Your ESG Journey - A Five-Step Engagement Process April 2022 | Ron Schneider Read article Blog Anatomy of a Proxy: Practice Tips from the Experts – Key Takeaways February 2022 | Ron Schneider View blog