SEC Reporting Skills Workshop 2024

January 23 – 30, 2024
Event details
January 23 – 30, 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. 

View on demand

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. 

View on demand

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.

View on demand

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.

View on demand

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. 

View on demand

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. 

View on demand

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.

View on demand


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.

This content is provided for general informational purposes only, and your access or use of the content does not create an attorney-client relationship between you or your organization and Cooley LLP, Cooley (UK) LLP, or any other affiliated practice or entity (collectively referred to as “Cooley”). By accessing this content, you agree that the information provided does not constitute legal or other professional advice. This content is not a substitute for obtaining legal advice from a qualified attorney licensed in your jurisdiction and you should not act or refrain from acting based on this content. This content may be changed without notice. It is not guaranteed to be complete, correct or up to date, and it may not reflect the most current legal developments. Prior results do not guarantee a similar outcome. Do not send any confidential information to Cooley, as we do not have any duty to keep any information you provide to us confidential. This content may be considered Attorney Advertising and is subject to our legal notices.