SEC Reporting Skills Workshop 2024
Event summary
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 SEC’s pay-versus-performance rule, environmental, social and governance (ESG) reporting, the recent cybersecurity reporting rule, proxy statement trends, and drafting periodic reports, management discussion and analysis (MD&A), and earnings releases.
Select sessions in the 2024 series were also hosted live in our Cooley offices for audiences to interact and ask questions in-person.
This series is designed for in-house counsel, paralegals, and members of in-house finance and compliance teams.
For more information, please email Brianna Vega.
Tuesday, January 23 | San Diego and virtual | 11:00 am PT / 1:00 pm CT / 2:00 pm ET
Session 1: Operationalizing SEC Cybersecurity Disclosure Rule – 2024
Partner David Navetta and special counsel Asa Henin provided an overview of the SEC’s cybersecurity reporting requirements that were passed in August 2023, and discussed practical implementation of the rules as the deadline for implementation comes into effect – and what this means for companies moving forward.
Tuesday, January 23 | San Diego and virtual | 12:30 pm PT / 2:30 pm CT / 3:30 pm ET
Session 2: Proxy Statement Trends and Hot Topics
Partners Carlos Ramirez and Austin Holt covered hot-button topics in proxy disclosures leading into the 2024 proxy season, as well as proxy advisory firm and institutional investor policy updates.
Wednesday, January 24 | Virtual only | 11:00 am PT / 1:00 pm CT / 2:00 pm ET
Session 3: Pay-Versus-Performance Rule: Updates for Year Two
Partners Brad Goldberg and Alessandra Murata, joined by Mark Borges, principal at Compensia, discussed the SEC’s pay-versus-performance disclosure rule enacted in 2022, updates on its implementation in 2023, and reporting companies’ disclosure requirements in 2024 proxy statements.
Wednesday, January 24 | Virtual only | 12:30 pm PT / 2:30 pm CT / 3:30 pm ET
Session 4: Climate Reporting Expectations and Obligations in 2024
Partner Beth Sasfai and special counsel Michael Mencher covered climate reporting rules that passed in 2023 and how companies should be implementing these requirements, as well as forward-looking obligations and trends impacting ESG reporting in 2024, including planning for disclosure under the SEC’s proposed climate rules.
Thursday, January 25 | Chicago and virtual | 11:00 am PT / 1:00 pm CT / 2:00 pm ET
Session 5: Writing an Effective CD&A and HCM Disclosure
Partners Christina Roupas and Ariane Andrade discussed 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.
Thursday, January 25 | Chicago and virtual | 12:30 pm PT / 2:30 pm CT / 3:30 pm ET
Session 6: Drafting Periodic Reports and Earnings Releases
Partners Courtney Tygesson and Julia Boesch 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.
Tuesday, January 30 | Virtual only | 11:00 am PT / 1:00 pm CT / 2:00 pm ET
Session 7: Writing an Effective MD&A
Partner John-Paul Motley and special counsel Su Lian Lu took a look at 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.
Credits
Attendees may earn up to 1.0 CLE credit for each session by participating in person or 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 FL, 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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