SEC Reporting Skills Workshop 2023
Event summary
Cooley’s public companies group hosted our annual SEC Reporting Skills Workshop. This event featured interactive sessions focusing 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 is designed for in-house counsel, paralegals, and members of in-house finance and compliance teams.
For more information, please email Brianna Vega.
All sessions last one hour.
Tuesday, January 17 | 11:00 am PT
Session 1: Writing 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.
Tuesday, January 17 | 12:30 pm PT
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.
Wednesday, January 18 | 11:00 am PT
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.
Wednesday, January 18 | 12:30 pm PT
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.
Tuesday, January 24 | 11:00 am PT
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.
Tuesday, January 24 | 12:30 pm PT
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.
Credit
Attendees may earn up to 1.0 CLE credit for each session by participating in the live webinar. Credit will not be granted for on-demand viewing. Cooley LLP is an approved provider, and can provide credit in CA, CO, IL, NY, PA and TX. Cooley LLP is a sponsor, and can apply for credit in OH, VA and WA. Credit in other jurisdictions may be available via reciprocity.
If you have specific CLE credit questions, please contact Cooley’s licensing and compliance team.
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