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Practical Analysis

The Art of the Proxy’s CD&A’s Executive Summary

In this 21-minute video, White & Case’s Scott Levi discusses the CD&A executive summary of the proxy: When should you have a CD&A executive summary? What are the basic components? Who should be involved in preparing/reviewing the executive summary? What…
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Many Sustainability Reports Delayed (Or Abandoned)

As we gear up for the 2025 Transparency Awards – coming up in just over a month – we weren’t surprised to see in this report from “The Conference Board” that in the first half of 2025, just 432 Russell …
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Disclosure Practice Pointers: Consider Simplicity and Management’s Perspective

As part of our blog series based on this great panel – featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – here’s a blog that addresses the question of: “Any other disclosure tips to offer?” Lily Brown, WilmerHale: I…
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More on “Practice Tips for Drafting Disclosure for Your Newfangled AI Readers”

I heard a lot of feedback on my recent blog about this new study – “The AI-Induced Disclosure Pressure Model and Empirical Evidence from MD&A Reporting” – in which I provided some practice pointers about how to consider writing for…
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Donna Anderson on “All Things Disclosure”

In this 20-minute video, Donna Anderson, Vice President and Head of Corporate Governance at T. Rowe Price, discusses: What do companies do during an engagement that helps an investor the most? What types of behavior frustrates you the most during…
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Working for a Mission-Driven Company

At the Society of Corporate Governance Conference last week, I was excited to see my Labrador colleagues: Deb Koenen, Pierre Saddi, Leslie Bellamy, Diana Frank (not pictured) and Jenn Cooney. To be clear, I am an independent contractor – not…
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The Art of the Proxy’s CD&A’s Executive Summary
Many Sustainability Reports Delayed (Or Abandoned)
Disclosure Practice Pointers: Consider Simplicity and Management’s Perspective
More on “Practice Tips for Drafting Disclosure for Your Newfangled AI Readers”
Donna Anderson on “All Things Disclosure”
Working for a Mission-Driven Company