Author: Broc Romanek

Stakeholders want details about the culture fostered by the company related to compliance, including whether adequate training is a priority. Transparency Criteria #61 for the ESG report states: “The company discusses its ethics and compliance culture.” And related to this…
As part of our blog series based on this great panel of in-house practitioners – featuring Leidos’ Henrique Canarim, Etsy’s Jennifer Card and Intel’s Alex Shukhman – here’s a blog that addresses the question of: “When you are in charge…
Following up on this Part 1, these eight things can help you understand what “transparency” is – and isn’t: Transparency is all about trust – Transparency is an essential condition for building and keeping lasting trust. Transparency requires timeliness. Transparency…
With the “6th Annual Transparency Awards” in the US behind us, it’s a good time to be thinking about “what is ‘transparency’ anyway?” Defining “transparency” as applied to corporate disclosure is not be as easy as some think. It’s the…
With heightened importance on the disclosure regarding the director nomination process, the “skills & qualifications” section has evolved considerably in recent years. One of the latest innovations comes from Chevron. Page 4 of the 2024 proxy statement has a fantastic…
Prudential has a history of being one of the best when it comes to proxy disclosure. No surprise since the wonderful Peggy Foran oversees that company’s disclosure. One of the latest disclosure innovations from Pru is this director renominations discussion…
In his 3rd quarter issue of the “Shareholder Service Optimizer,” Carl Hagberg devotes his lead piece to our most recent “Transparency Awards” and urges us all to be more transparent in our disclosures. In addition to listing the winners of…
Objectively applying the 71 transparency criteria for the ESG report during our “Transparency Awards” process, Ecolab won best ESG Report this year. Here’s their 2023 Growth & Impact Report. Bearing in mind again that the criteria are objectively applied, here…
Objectively applying the 27 transparency criteria for the Code of Conduct during our “Transparency Awards” process, NextEra Energy won best Code of Conduct this year after being ranked 16th last year. Here’s their Code of Business Conduct and Ethics. Bearing…
Last month, I ran a blog about cybersecurity disclosures for your Form 10-K and in your proxies. Here are four sample disclosures to consider in this area: Raytheon’s 2024 Form 10-K Wrap (pages 27-30) has a cyber discussion that is…
Objectively applying the 25 transparency criteria for the IR web site during our “Transparency Awards” process, both Honeywell and Bank of America won best IR Web Site this year. It was a tie for first! Here’s Honeywell’s IR web site…
I am happy to announce the first 50 “Transparency Advocates.” Among this initial group of 50 Advocates are 19 former SEC Staffers. The Transparency Advocates consist of a group of well-known disclosure drafters and disclosure readers. These influential people believe…
One of the reasons I’ve touted for you getting onboard the transparency train is the beautiful feeling when you can take pride in the work that you do. That’s why I want to highlight this Freeport-McMoRan press release in which…
Objectively applying the 28 transparency criteria for the Form 10-K during our “Transparency Awards” process, ConocoPhillips won best Form 10-K this year after coming in second last year. Here’s their 2024 Form 10-K. Bearing in mind again that the criteria…
Objectively applying the 234 transparency criteria to the five disclosure documents we track during our “Transparency Awards” process, Ford Motor Company came up big as the winner this year of “Most Improved.” Here’s their 2024 proxy statement; the 2023 Form…

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Disclosures Related to Compliance Training
How to Manage Your Disclosure Team
What is “Transparent Disclosure”? (And Why You Need It to Build Real Value) – Part 2
What is “Transparent Disclosure”? (And Why You Need It to Build Real Value)
Chevron’s Director Skills & Qualifications: “What the Board Is Looking For”
Prudential’s Director “Time Commitment” Disclosure