SEC Annual Reporting Workshop Series

Partners Courtney Tygesson and Julia Boesch provided their top 10 tips to help you overcome the latest issues arising when preparing periodic reports and earnings releases.

Cooley partner Beth Sasfai, special counsel Michael Mencher, corporate governance senior strategic advisor Broc Romanek, and co-founder and CEO of Proxy Analytics, Steve Pantina discussed how to prepare for another wild proxy season, with up-to-date advice to keep proxy fresh and attuned to stakeholder demands – including specific disclosure samples, pre-meeting engagement, dealing with ISS and Glass Lewis, board preparation and more.

Cooley partners Ali Murata and Brad Goldberg, along with Compensia principal Mark Borges, provided an overview of hot-button topics in proxy disclosures leading into the 2025 proxy season – including proxy advisory firm and institutional investor policy updates – in this informative virtual session.

Cooley partners Christina Roupas and Ariane Andrade analyzed recent trends in the CD&A and human capital management disclosures in the proxy, with a focus on practical tips for proxy disclosures.

Cooley partner Carlos Ramirez and associate Alaina DeBona got practical and provided guidance through the latest on MD&A disclosures, with a focus on actionable tips that can be applied through the process of preparing MD&A disclosures that are at the heart of Form 10-Ks and 10-Qs, especially when there is so much attention focused on other disclosures today.

Join Cooley partners Kristen Mathews and Sarah Sellers as they explore the evolving role of AI in public companies and related corporate governance and disclosure matters.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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