Check out the latest Governance Matters podcast where Ron Schneider of Donnelley Financial Solutions discusses best practices for these key documents Many companies’ proxy statements have evolved in recent years from a simple compliance document in line with SEC requirements to become a key tool in communicating with shareholders and other stakeholders and sharing the corporate narrative. The range of both the topics covered and the stylistic methods by which disclosures are made have expanded beyond what most professionals would have anticipated.

Nearly every public company in the United States is required by its charter documents, the corporate law of its state of incorporation, and the federal securities laws to hold a meeting of shareholders at least once each year. However, holding an annual meeting of shareholders involves much more than merely fulfilling a legal requirement.

Join us as we unveil the 11th Edition Guide to Effective Proxies. The Guide is a searchable catalog of innovative and shareholder-friendly best practice proxy disclosures, drawn from the public filings of DFIN’s blue-chip client base.

Speakers:
Kelly Ball, Creative Manager, Corporate Governance & Compliance Services, DFIN
Stephen Brown, Senior Advisor, Board Leadership Center, KPMG LLP
Ron Schneider, Director, Corporate Governance Services, DFIN

WEBINAR AGENDA

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

Full-service management of proxy events as they happen

VIP Proxy Monitor has been created specifically for insurance firms with variable life and variable annuity products. As firms seek to give their participants more choices and diversity in their fund offerings, managing the status of proxy events for each fund can be a complex, time-consuming task.

"The Insider by DFIN" is a series of video interviews featuring the latest trends, topics and key perspectives on the global capital markets.

Join DFIN's Director of Corporate Governance Services, Ron Schneider, as he shares key insights on DFIN's 10th Anniversary Guide to Effective Proxies in this special podcast edition of The Insider by DFIN.