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SEC Reporting Skills Workshop

Cooley – 3175 Hanover Street
Palo Alto, CA

Join Cooley's public companies group for an SEC reporting skills workshop. This event will feature interactive sessions that will dive into the particulars of drafting various SEC disclosures, identify common pitfalls to avoid and offer practical guidance for today's dynamic reporting environment.

This workshop is intended for in-house counsel, paralegals, finance and compliance teams.

Event Registration

For more information, please email Leah Lowery or call +1 858 550 6465.


9:00 am Registration and Continental Breakfast
9:25 am

Opening Remarks
Rob Phillips

9:30 am

Drafting the Periodic Reports
Carlton FlemingJohn McKenna

11:10 am

Annual Meetings and Proxy Statements
Siana LowreyBarbara Mirza

12:50 pm
1:00 pm Working Lunch

1:00 pm

Drafting the MD&A
Rob Phillips, Jon Avina

2:30 pm Break
2:40 pm

Drafting the Form 8-K
Rachel Proffitt, Mike Tenta

3:30 pm

Section 16 Reporting Obligations and Liabilities
Calise Cheng, Brett White

4:00 pm

Closing Remarks
Rob Phillips

 4:10 pm Networking Reception

* Topics and speakers may change


Cooley LLP certifies that this activity has been approved for MCLE credit by the State Bar of California in the amount of 6.0 hours. Cooley LLP is an MCLE approved activity provider.

Related Contacts
Jon Avina Partner, Palo Alto
Calise Cheng Partner, Palo Alto
Carlton Fleming Partner, Palo Alto
Siana Lowrey Partner, San Francisco
John McKenna Partner, Palo Alto
Chadwick Mills Partner, San Francisco
Barbara Mirza Partner, Los Angeles
Robert Phillips Principal in Charge – Hong Kong
Rachel Proffitt Partner, San Francisco
Michael Tenta Partner, Palo Alto
Brett White Of Counsel, Palo Alto