2025 SEC Annual Reporting Workshop
Event summary
Cooley’s public companies group is hosting our SEC Annual Reporting Workshop.
More practical than ever before, this series features a number of interactive sessions focused on drafting various SEC disclosures, identifying pitfalls you need to avoid and offering the type of pragmatic guidance that companies need to tackle another complicated proxy season.
This webinar series is designed for in-house counsel, paralegals, and members of in-house finance and compliance teams, along with everyone else involved in proxy season reporting.
For more information, please contact Brianna Vega.
All sessions last for one hour.
Session 1: Tackling the Hot Spots in Periodic Reports and Earnings Releases
Tuesday, December 10, 2024 | 1:00 pm PST // 2:00 pm MST // 3:00 pm CST // 4:00 pm EST
Partners Courtney Tygesson and Julia Boesch will provide their top 10 tips to help you overcome the latest issues arising when preparing periodic reports and earnings releases.
Session 2: Hot Governance and Engagement Proxy Tips You Need to Know
Thursday, December 12, 2024 | 11:30 am PST // 12:30 pm MST // 1:30 pm CST // 2:30 pm EST
Join 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, as they discuss how you can prepare for another wild proxy season, with up-to-date advice to keep your proxy fresh and attuned to stakeholder demands – including specific disclosure samples, pre-meeting engagement, dealing with ISS and Glass Lewis, board preparation and more.
Session 3: Comp Talks Crossover – Proxy Season Preview (Including ISS and Glass Lewis Policy Updates)
Wednesday, January 15, 2025 | 10:00 am PST // 11:00 am MST // 12:00 pm CST // 1:00 pm EST
Cooley partners Ali Murata and Brad Goldberg, along with Compensia principal Mark Borges, will provide 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.
Session 4: Drafting Effective CD&A and HCM Disclosures
Tuesday, January 21, 2025 | 11:00 am PST // 12:00 pm MST // 1:00 pm CST // 2:00 pm EST
Join Cooley partners Christina Roupas and Ariane Andrade as they analyze recent trends in the CD&A and human capital management disclosures in the proxy, with a focus on practical tips for proxy disclosures.
Session 5: Writing an Effective MD&A
Wednesday, January 22, 2025 | 12:30 pm PST // 1:30 pm MST // 2:30 pm CST // 3:30 pm EST
Join Cooley partner Carlos Ramirez and associate Alaina DeBona as they get practical and guide you through the latest on MD&A disclosures, with a focus on actionable tips that you can apply as you work 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.
Session 6: AI Disclosures for Public Companies
Thursday, January 23, 2025 | 11:00 am PST // 12:00 pm MST // 1:00 pm CST // 2:00 pm EST
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.
Credit
- Attendees may earn up to 1.0 CLE credit for participating in this live webinar. Credit will not be granted for on-demand viewing.
- Cooley LLP is an approved provider and will provide credit in CA, CO, IL, NY, PA and TX.
- Cooley LLP is a sponsor and will 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.
Related contacts
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