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 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…
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…
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.…
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 this 9-minute video, Freshfields’ Pam Marcogliese discusses:
What is your typical process when drafting disclosure to improve it?
What do you consider to be good disclosure?
What might be an example of a positive outcome for a client based…
In this 27-minute video, Compensia’s Mark Borges discusses:
1. What is your typical process when drafting disclosure to improve it?
2. What do you consider to be good disclosure?
3. Do you have any examples of how good disclosure resulted…
In this 14-minute video, Rob Main of Jasper Street Partners (formerly of Vanguard) discusses:
1. What areas of disclosure are most impactful for investors?
2. What areas of disclosure tend to be the most challenging to be transparent about?
3.…
As part of our blog series based on this great panel (see the first blog in the series about starting the drafting process) – featuring featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – here’s a blog that addresses…
This was such a great panel – featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – that I’ve decided to highlight their commentary in a series of blogs. This particular blog addresses the question of: “When you’re working on…
One of the hardest things for a disclosure draftsperson is addressing bad news in disclosure. Senior management might want to make light of it. Or not address it at all. That often can be a huge mistake – both from…
Here’s the intro from this fine piece from Labrador: “We continue to have conversations with our clients about “readiness” to transition to the new IFRS Sustainability Disclosure Standards from the International Sustainability Standards Board (ISSB). The ISSB has stated that…
