How to Draft Good Disclosure

I’m almost embarrassed that I’ve been hosting panels for over 20 years and never thought to conduct a panel on this very important topic until I had gotten on board with this transparency movement.

And I couldn’t have asked two better people to speak to the topic of drafting good disclosure as WilmerHale’s Lily Brown and Broadridge’s Keir Gumbs did an absolutely amazing job during this 40-minute video. During this riveting discussion, Keir and Lily address:

  1. When you’re working on brand new disclosure – some new development or a new rule requirement – what is your recommended process for starting? Bulleted outlines, reviewing other sample disclosures?
  2. When you do look at peer disclosures, what type of “peers” do you look at? And how many peer disclosures?
  3. When updating a section of disclosure, what are you looking for to change? How much diligence do you conduct?
  4. How much do you think about design when you draft? Do you rely on others more for that type of thing?
  5. When you are in charge of a disclosure team, what is your process to ensure people deliver timely and competently?
  6. Any other disclosure tips to offer?
  7. How do you celebrate after you’ve wrapped up a nice piece of disclosure?

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