I’m just back from the “Securities Regulation Institute” in San Diego and I had the good fortune of running into John Olson, the former Gibson Dunn legend who I’ve always admired so much (see this podcast I taped with John…
One of the reasons why the proxy has become so much more important in the last decade is that shareholders have taken the elections of directors more seriously and are more apt to vote against a director than they used…
I like Lockheed Martin’s “Disclosure Hub.” And not because I used to be employed there twenty-five years ago. The “Disclosure Hub” is all about Lockheed Martin’s sustainability disclosures. The toolbar at the top breaks down the disclosure documents into four…
One of the top challenges for disclosure teams – and for companies trying to communicate to the market in general – is attaining internal alignment. For example, when tackling the earning season – the Form 10-Q, the earnings release, and…
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: “Any other disclosure tips to…
A number of our Transparency Criteria relate to the type of qualifications that a company seeks for C-Suite officers – or officers that should be in the C-Suite – that have titles that tend to be on the newer side…
As a “Transparency Champion,” my ears truly perk up if I see the term “transparency” – particularly if it’s uttered by a SEC Commissioner. The title of this statement by Commissioner Jaime Lizarraga is “Integrity and Transparency in Financial Reporting:…
2023 was the hardest year of my life and as we turned towards 2024, I blogged some tips about how to help those in your life in need of support. I’m happy to say that I’ve turned it all around…
I found this blog entitled “Can Improved Communication About Executive Compensation Pay Off?” by Pearl Meyer’s Sharon Podstupka to be interesting. It analyzes a study about whether boards and their management teams believe they adequately educate participants about executive compensation…
Recently, I blogged an example from Pru about director time commitments, noting that more companies are providing this type of disclosure in the proxy in response to investor demands. I received a lot of feedback on that blog – so…
I spent the heart of the pandemic teaching myself how to make videos and made several dozen about what is – and what isn’t – considered a perquisite for proxy reporting purposes. As noted in this video, the question of…
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…

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Recent Posts

Pam Marcogliese on “The Disclosure Journey”
Mark Borges on “The Art of Disclosure”
What’s in a Name? The Evolution of the Names Replacing the “ESG Report”
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How to Consider Peer Disclosures When Drafting Disclosures
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