Seminar  Seminar

Annual Disclosure Documents 2013


Select a Location:

Why you should attend

Full, fair and timely communications to investors and the financial markets is a cornerstone of effective corporate governance and investor relations. As you prepare your annual disclosure documents, hear from our experienced faculty, including SEC staff, in-house counsel, private practitioners, and compensation and corporate governance advisers. Our faculty will discuss key areas of staff comment, staff review priorities and interpretations, disclosure drivers and best practices, and “must know” accounting developments affecting financial disclosures. The discussions also will cover implementation of Dodd-Frank Act, JOBS Act and other SEC rulemaking; disclosure and corporate governance developments and best practices; compensation committee and adviser independence and other executive compensation issues and trends; insider sales of company securities, including rule 10b5-1 plans; domestic and international economic, political and regulatory uncertainties and developments; cybersecurity; and ethics and whistleblower requirements that further challenge both in-house and outside counsel.

What you will learn

  • Practical how-to guidance on drafting annual disclosure and proxy documents
  • SEC staff, FASB and PCAOB developments affecting financial disclosures
  • Updates on current hot topic executive compensation disclosures and requirements
  • Updates on various SEC rulemaking initiatives
  • Practical guidance on communicating with investors and holding a successful annual meeting
  • Updates on the 2013 shareholder proposal season; what to expect for 2014
  • Impact of social media on disclosure practices
  • Insider trading update, including rule 10b5-1 plans
Special Feature
  • Earn one hour of Ethics credit

Who should attend

Attorneys, accountants, financial and compliance officers, disclosure committee members and others responsible for preparing public company disclosures and otherwise overseeing compliance with the securities laws.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Program Schedule To Come
Co-Chair(s)
Abigail Arms ~ Shearman & Sterling LLP
Mary J. Mullany ~ Ballard Spahr LLP
Program Attorney(s)
Meghan K. Carney ~ Program Attorney, Practising Law Institute
New York City Seminar Location

PLI New York Center
, 1177 Avenue of the Americas, (2nd floor), entrance on 45th Street, New York, New York 10036. Message Center, program days only: (212) 824-5733.

New York City Hotel Accommodations

Crowne Plaza Times Square Manhattan
, 1605 Broadway (at 48th Street), New York, NY 10019 (212) 977-4000. You can also make reservations online to access PLI's rates.

PLI's live programs are approved in all states that require mandatory continuing legal education for attorneys, except Arizona. Please be sure to check with your state for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.


Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

Why you should attend

Full, fair and timely communications to investors and the financial markets is a cornerstone of effective corporate governance and investor relations. As you prepare your annual disclosure documents, hear from our experienced faculty, including SEC staff, in-house counsel, private practitioners, and compensation and corporate governance advisers. Our faculty will discuss key areas of staff comment, staff review priorities and interpretations, disclosure drivers and best practices, and “must know” accounting developments affecting financial disclosures. The discussions also will cover implementation of Dodd-Frank Act, JOBS Act and other SEC rulemaking; disclosure and corporate governance developments and best practices; compensation committee and adviser independence and other executive compensation issues and trends; insider sales of company securities, including rule 10b5-1 plans; domestic and international economic, political and regulatory uncertainties and developments; cybersecurity; and ethics and whistleblower requirements that further challenge both in-house and outside counsel.

What you will learn

  • Practical how-to guidance on drafting annual disclosure and proxy documents
  • SEC staff, FASB and PCAOB developments affecting financial disclosures
  • Updates on current hot topic executive compensation disclosures and requirements
  • Updates on various SEC rulemaking initiatives
  • Practical guidance on communicating with investors and holding a successful annual meeting
  • Updates on the 2013 shareholder proposal season; what to expect for 2014
  • Impact of social media on disclosure practices
  • Insider trading update, including rule 10b5-1 plans
Special Feature
  • Earn one hour of Ethics credit

Who should attend

Attorneys, accountants, financial and compliance officers, disclosure committee members and others responsible for preparing public company disclosures and otherwise overseeing compliance with the securities laws.

PLI Group Discounts

Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.

Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Program Schedule To Come
Co-Chair(s)
Michael L. Hermsen ~ Mayer Brown LLP
William L. Tolbert, Jr. ~ Jenner & Block LLP
Program Attorney(s)
Meghan K. Carney ~ Program Attorney, Practising Law Institute
Chicago Seminar Location

University of Chicago Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, Il 60611. (312) 464-8787.

PLI's live programs are approved in all states that require mandatory continuing legal education for attorneys, except Arizona. Please be sure to check with your state for details.


Please check the CLE Calculator above each product description for CLE information specific to your state.


Special Note: In New York, newly admitted attorneys may receive CLE credit only for attendance at "transitional" programs during their first two years of admission to the Bar. Non-traditional course formats such as on-demand web programs or recorded items, are not acceptable for CLE credit. Experienced attorneys may choose to attend and receive CLE credit for either a transitional course or for one geared to experienced attorneys.  All product types, including on-demand web programs and recorded items, are approved for experienced attorneys.

Please note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.

If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.

Credit will be granted only to the individual on record as the purchaser unless alternative arrangements (prearranged groupcast) are made in advance.

Print Share Email