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SEC Reporting Skills Workshop 2023

Previously Recorded

Pacific Time

Cooley’s public companies group hosted our annual SEC Reporting Skills Workshop. This event featured interactive sessions focused on drafting various Securities and Exchange Commission disclosures, identifying common pitfalls and offering practical guidance for today’s dynamic reporting environment.

Topics included the recent pay-versus-performance rule, environmental, social and governance (ESG) reporting, the pending climate and cybersecurity rules, proxy statement trends, and drafting periodic reports, MD&A and earnings releases.

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

For more information, please email Brianna Vega.

Session 1: Drafting an Effective CD&A and HCM Disclosure

Partner Christina Roupas and special counsel Ariane Andrade covered an overview of recent trends in the Compensation Discussion and Analysis (CD&A) and Human Capital Management (HCM) disclosures in the annual proxy statement, with a focus on practical tips for proxy statement disclosures.

View on demand

Session 2: Tackling the Pay-Versus-Performance Rule

Partners Brad Goldberg and Alessandra Murata, joined by Takis Makridis, CEO and President of Equity Methods, discussed the recently finalized pay-versus-performance disclosure rule mandated by the Dodd-Frank Act, as well as reporting companies’ new disclosure requirements in 2023 proxy statements.

View on demand

Session 3: Proxy Statement Trends and Hot Topics

Partners Siana Lowrey and Megan Arthur Schilling covered hot-button topics in proxy disclosures leading into the 2023 proxy season, as well as proxy advisory firm and institutional investor policy updates.

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Session 4: ESG Reporting and Update on Climate and Cybersecurity Rules

Special counsel Michael Mencher discussed trends impacting ESG reporting in 2023, including climate, human capital, and other ESG disclosure in 10-Ks and proxy statements, as well as planning for disclosure under the SEC’s proposed climate and cybersecurity rules.

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Session 5: Writing an Effective MD&A

Partner John-Paul Motley and special counsel Su Lian Lu provided an overview of the Management Discussion and Analysis (MD&A) requirements, with a focus on practical tips that public companies and advisers can apply as they work through the process of preparing MD&A disclosures.

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Session 6: Drafting Periodic Reports and Earnings Releases

Partners Natalie Karam and Carlos Ramirez provided an overview of periodic reporting and earnings release requirements, as well as helpful tips and key considerations for drafting reports on Forms 10-K and 10-Q, earnings releases, and more.

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 contact Cooley’s licensing and compliance team.

Related Contacts
Ariane A. Andrade  Special Counsel Chicago
Brad Goldberg  Partner New York
Natalie Karam  Partner Palo Alto, Los Angeles – Santa Monica
Siana Lowrey  Partner San Francisco
Su Lian Lu  Special Counsel Los Angeles – Santa Monica, Los Angeles – Downtown
Michael Mencher  Special Counsel San Francisco
John-Paul Motley  Partner in Charge, Los Angeles – Downtown Los Angeles – Downtown, Los Angeles – Santa Monica
Alessandra Murata  Partner Palo Alto
Carlos Ramirez  Partner San Diego
Christina T. Roupas  Partner Chicago
Megan Arthur Schilling  Partner San Diego
Related Practices & Industries

Public Companies