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SEC Reporting Skills Workshop 2022

A webinar series

Pacific Time

Cooley’s public companies group hosted the SEC reporting skills workshop webinar series. The event featured interactive sessions that dove into the particulars of drafting various SEC disclosures, identified common pitfalls to avoid and offered practical guidance for today's dynamic reporting environment.

Topics included the proxy statement and annual report, drafting periodic reports, drafting Form 8-K, liability risks for Section 16 reporting persons and drafting the MD&A.

The webinar series was designed for in-house counsel, paralegals and members of in-house finance and compliance teams.

For more information, please email Joey Anderson.

Session 1: Preparing an EGC Proxy Statement

This session covers the nuts and bolts of preparing proxy disclosure for emerging growth companies, including compensation-related disclosures, as well as the role of proxy advisory firms and key considerations in preparing for an annual meeting.

60-minute program

View on demand

Session 2: Emphasis on the “A”: Writing an Effective MD&A

This session features an overview of the MD&A requirements, including recent SEC amendments, with a focus on practical tips that public companies and advisors can apply as they work through the process of preparing MD&A disclosures.

90-minute program

View on demand

Session 3: Do I Have to Report That? Intro to 8-K Reporting

This session covers events that trigger an 8-K filing, reporting significant acquisitions and related financial statement requirements, pitfalls for the unwary and impact on Form S-3 eligibility.

60-minute program

View on demand

Session 4: Why it Matters: Section 16 Reporting and Liability

This session covers Section 16–purpose and overview, Section 16 insiders and timing considerations–entering and leaving the system, short swing profits and disgorgement and disclosure considerations.

72-minute program

View on demand

Session 5: Proxy Advisory Firm and Institutional Investor Policy Updates and Advice for the 2022 Proxy Season

This session focuses on proxy advisory firm and institutional investor policy updates, as well as advice for the 2022 proxy season.

65-minute program

View on demand

Session 6: 10 for 10 – Top 10 Tips for 10-K and 10-Q Drafting (and Earnings Releases Too!)

This session covers key considerations and helpful tips for drafting Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and more.

60-minute program

View on demand


Cooley LLP is an approved provider and can provide credit in CA, CO, IL, NY and TX. Cooley LLP is a sponsor and can apply for credit in OH, VA, WA. Credit in other jurisdictions may be available via reciprocity. For specific CLE credit questions, please email our Licensing + Compliance team.

Related Contacts
Chadwick Mills  Partner San Francisco
Jason Kent  Partner New York
Siana Lowrey  Partner San Francisco
Alessandra Murata  Partner Palo Alto
Sarah Sellers  Partner New York
Su Lian Lu  Special Counsel Los Angeles – Santa Monica, Los Angeles – Downtown
Nicolas H.R. Dumont  Partner New York
Christina T. Roupas  Partner Chicago
Reid Hooper  Special Counsel Washington, DC
Courtney Thorne  Partner Boston
Amy M. Wood  Partner San Diego
Megan Arthur Schilling  Partner San Diego
Carlos Ramirez  Partner San Diego
Related Practices & Industries

Public Companies