SEC Reporting Workshop 2025

Please use the links below to view the presentation materials and key takeaways.

Session 1: Tackling the Hot Spots in Periodic Reports and Earnings Releases

Presentation materials

Key takeaways


Session 2: Hot Governance and Engagement Proxy Tips You Need to Know

Course materials

Key takeaways


Session 3: Comp Talks Crossover: Proxy Season Preview (Including ISS and Glass Lewis Policy Updates)

Key takeaways


Session 4: Drafting Effective CD&A and HCM Disclosures

Presentation materials

Key takeaways


Session 5: Writing an Effective MD&A

Presentation materials

Key takeaways


Session 6: AI Disclosures for Public Companies

Presentation materials

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