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:
- 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?
- When you do look at peer disclosures, what type of “peers” do you look at? And how many peer disclosures?
- When updating a section of disclosure, what are you looking for to change? How much diligence do you conduct?
- How much do you think about design when you draft? Do you rely on others more for that type of thing?
- When you are in charge of a disclosure team, what is your process to ensure people deliver timely and competently?
- Any other disclosure tips to offer?
- How do you celebrate after you’ve wrapped up a nice piece of disclosure?