In recent years, new technologies have increased the demand for ESG reporting and automation tools have transformed financial reporting. Increasingly, companies are looking to leverage new technologies to reshape their data analytics, with an emphasis on maintaining compliance and increasing transparency.

As part of their commitment to transparency, the SEC adopted new rules in 2023 regarding

Companies need access to capital to grow. The funding opportunities available to a company vary by the structure of that company, such as public or private.

The SEC has recently passed new rules that pertain to shareholder votes on executive pay, including Say-on-Pay provisions and Golden Parachute votes. Learn about the purpose of these new rules for corporate governance and accountability and how these laws may potentially impact companies.

DFIN experts stay on top of new SEC regulations and evolving financial reporting requirements. Whether it’s high-profile ESG regulations or more nuanced updates, our goal is to keep clients informed while providing the necessary level of guidance.

At the recent Corporate Reporting Forum in NY hosted by IR Magazine and Governance Intelligence, Ron Schneider, DFIN’s Director of Corporate Governance Services, participated on a panel titled “Preparing for the next proxy season: Essential Steps”. Following the panel, Ron was interviewed by the sponsors.

Wilson Sonsini, a global law firm, ushering promising and innovative companies through their business life cycle, needed a time- and resource-intensive process to meet tight deadlines.

They leverage DFIN’s ActiveDisclosure platform to increase the operational efficiency of OneStream’s IPO process which provides an ecosystem of digital workflows, allowing the attorneys to securely share documents for real-time reviews and comments by clients, bankers, auditors, and other stakeholders.

For years, organizations have touted their sustainability and corporate social responsibility efforts in voluntary reports. Increasingly, though, company stakeholders are demanding more accurate and transparent Environmental, Social, and Governance (ESG) data.

The 2025 proxy season is here, and for the third year, virtually all public companies will be required to include pay-versus-performance (PVP) disclosure details. Companies that recently left Emerging Growth Company (EGC) status in the past year may need to include the disclosure for the first time in their next proxy.

In 2022, the SEC adopted new rules for proxy votes, which changed the process used for shareholder votes in contested board elections at publicly traded companies. Notably, both companies and any dissident groups soliciting proxies for director nominees and slates are now required to provide voters with a universal proxy card that lists all candidates for election to the board in the same place, no matter who (management or dissident) is promoting the candidates.