STAAR Surgical was successfully using ActiveDisclosure for financial reporting and SEC filing, and greatly benefited from the easy-to use and time-saving collaboration it enabled among its financial team. They wanted to experience similar benefits during their proxy disclosure projects involving legal staff, financial staff and others. 

Every year in connection with the annual shareholder meeting, and sometimes more often in the case of a special meeting, public companies must file a proxy statement. Proxy statements outline various plans for the company to shareholders, from the election of directors, to pay for executives, approval or amendment of equity plans, and even shareholder-sponsored proposals should any be received. The proxy is a requirement for any company with public securities and must be filed with the Securities and Exchange Commission as proscribed in SEC Form DEF 14A.

Tune in to listen to experts from DFIN, Alliance Advisors, American Outdoor Brands and The Williams Companies about the 2024 proxy season and 2025 proxy plans. The featured speakers share their thoughts about emerging trends and recommend strategies for evolving your proxy statements. 

Speakers: 

Discover how DFIN helped American Outdoor Brands develop highly stylized proxy statements focused on better amplifying their company story and defining what sets their company apart. 

“ActiveDisclosure gives us the flexibility of doing a lot of the work on our own and then using DFIN proxy statement experts to make everything look amazing.” 
Douglas Brown 
Chief Counsel and Corporate Secretary at American Outdoor Brands

Lessons learned from year-one of the SEC Universal Proxy and Pay versus Performance disclosure requirements, along with pending SEC proposed and final rules, and key trends in ESG and Human Capital Management oversight.

During this webcast, you'll hear from a range of experts about this new environment, what’s driving it, how companies can make sense of an often-confusing landscape, and best practices in engagement and messaging.

Topics on the agenda include:

In this video, Craig Clay, President of Global Capital Markets, DFIN, discusses how the Force Management Command Center allowed the company to be initially all virtual and then hybrid, while delivering engaging content in one location, providing the sales team with necessary resources.

In this video, Craig Clay, President of Global Capital Markets, DFIN, highlights DFIN’s five-year transformation journey from RR Donnelley’s legacy of print to the company’s strategic focus on software.

Amidst economic uncertainty, civil unrest, the pandemic, and more, DFIN has been able to create sales success in software utilizing Force Management through the following avenues:

DFIN Drives Revenue after Digitizing Its Product-Line

“Force Management gave us a galvanizing moment to memorialize our purpose…It's a framework we use with almost everything within the sales motion.”

- Craig Clay, President of Global Capital Markets, DFIN

The Client

A Practical Guide to the SEC’s Executive Compensation Disclosure Rules

Executive compensation disclosures in proxy statements and annual reports continue to garner attention and scrutiny by the Securities and Exchange Commission (SEC), shareholders, employees, the media and other stakeholder groups. Pay programs can be technical and multi-layered, increasing the challenge of explaining these programs in clear, credible, understandable terms.

The Securities and Exchange Commission’s (SEC) new Pay Versus Performance rule is broad and deep, including a highly technical regulation that demands close attention. Shortcuts are not an option.

Fortunately, the SEC has issued a helpful FAQ that answers a lot of the questions companies might have.