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…
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 …
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…
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…
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…
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…
This new study – “The AI-Induced Disclosure Pressure Model and Empirical Evidence from MD&A Reporting” – is getting a lot of buzz between being mentioned in several prominent blogs in our space, as well as being highlighted in this WSJ…
In this 10-minute video, Ginny Fogg – former Norfolk Southern General Counsel and Chair of the Society of Corporate Governance discusses:
Is this disclosure material? How can we establish processes to best make a determination?
Have we used plain English?…
A few months ago, I blogged about the evolution of the names replacing the “ESG Report.” I threw out a few names of possible replacements like the “impact report” or the old-fashioned “corporate responsibility report.” But I didn’t mention the…
With the proxy season behind us, I thought it would be a good time to take a breather and remind ourselves about how to best manage XBRL tagging in SEC filings. Here is a set of 19 practice pointers:
1.…
Remember when most proxies discussed board oversight only in the context of risk? Although not required, it is now common practice to discuss the board’s responsibilities more broadly, including at a minimum the board’s role with respect to strategy and…
In this 13-minute video, Kevin LaCroix of RT ProExec and “The D&O Diary” discusses:
1. How much impact do the recent Delaware law amendments have on D&O coverage?
2. Will premiums vary according to the state – if a company…
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: “When updating a section of disclosure, what are you looking…
In this 12-minute video, DLA Piper’s Sanjay Shirodkar delves into:
1. What is your typical process when drafting disclosure to improve it?
2. What do you consider to be good disclosure?
3. What might be an example of a positive…
In the proxy, the board skills matrix, which presents the qualifications and experience of each individual director, is key to demonstrating that the proposed slate of nominees has the expertise needed to guide the company’s long-term strategy and create shareholder…
