Thought Leadership  •  April 28, 2025

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Building an Effective Creation Process for Your Proxy Statement

A new DFIN-sponsored report from Governance Intelligence has everything you need to build a world-class proxy statement.

Especially timely, given the rise of shareholder activists, the report features an in-depth interview with Ron Schneider, director of corporate governance services at DFIN, on how to get the proxy development process right.

In addition, it contains a wealth of insights from experts, including:

  • How to use external feedback and an internal review to save time and stress and improve performance
  • The value of noting potential shareholder proposals, which can wreak havoc with scheduling
  • Which sections of the document to prioritize
  • How to work with the board
  • Benchmarking the proxy statement
  • The importance of harmonizing tone, design and messaging between the proxy and other key disclosures
  • Setting clear expectations and deadlines
  • Using outside firms that can offer collaborative drafting technology that users generally report as a major help

After reading this report, you will be ready to take your proxy statement to the next level.

schneider

Ron Schneider

Director of Corporate Governance Services, DFIN