On-Demand   On-Demand Web Programs

Annual Disclosure Documents 2018: Current Developments and Best Practices

Released on: Dec. 19, 2018
Running Time: 13:00:42

Stay current on disclosure requirements and developments affecting annual disclosure documents and proxy soliciting materials prepared by SEC reporting companies. Hear from the SEC staff and our faculty, who will focus on anticipated changes to the SEC disclosure regime, current “hot issues,” best practices, and practical pointers. Our faculty will discuss any proposed or final regulatory changes, plus domestic and international economic, political and regulatory developments; the impact of tax law changes on disclosures; results of the first year of pay ratio disclosure; cybersecurity disclosure; and trends in environmental, social and governance (ESG) disclosure. Regulatory developments, key areas of staff comment, staff review priorities and interpretations, disclosure drivers and best practices, and “must know” accounting developments affecting financial disclosures will be covered. We will also address ethics and whistleblower developments, as these matters impose even further challenges on both in-house and outside counsel. This program will be of interest to 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.

Lecture Topics [Total time 13:00:42]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Opening Remarks* [00:05:17]
    Sandra L. Flow, Michael L. Hermsen, Mary J. Mullany
  • Corporation Finance Developments and Priorities [01:06:21]
    Mary Beth Breslin, Sandra L. Flow, Michael L. Hermsen, Mary J. Mullany
  • Disclosure Practices and Challenges [01:15:35]
    Mary Beth Breslin, Sandra L. Flow, Peter W. Hennessey, Michael L. Hermsen, Dase Kim, Abena A. Mainoo, Todd J. Russo
  • Emerging Disclosure Developments [01:00:49]
    Mary Beth Breslin, Sandra L. Flow, Peter W. Hennessey, David A. Kanarek, Dase Kim
  • Accounting and Financial Reporting Developments and Priorities Affecting Financial Disclosures [01:01:19]
    Mary Beth Breslin, David A. Kanarek, Todd J. Russo, Amy J. Dorfmeister
  • Learnings from Enforcement and the Impact on Disclosure Practices [01:00:07]
    David A. Kanarek, Kenneth R. Lench, Todd J. Russo, Joan E. McKown
  • Ethics and Whistleblower Developments: Challenges to Be Aware of When Preparing and Reviewing Disclosure Documents [00:59:14]
    Michael L. Hermsen, Kenneth R. Lench, Joan E. McKown
  • Dodd-Frank Requirements and Disclosures [01:01:09]
    Lillian Brown, Melissa L. Burek, Edward A. Hauder, Jillian L. Hunt, Christopher M. Hayden, Doreen E. Lilienfeld, Mary J. Mullany
  • Developments and Best Practices in Executive Compensation [01:14:21]
    Chip Brixius, Edward A. Hauder, Christopher M. Hayden, Jillian L. Hunt, Doreen E. Lilienfeld, Mary J. Mullany
  • Environmental, Health, Safety and Sustainability Disclosure and Shareholder Engagement [01:01:24]
    Chip Brixius, Lillian Brown, Beth Sasfai, Yumi Narita, Sandra L. Flow
  • Corporate Governance and Shareholder Proposals [01:15:43]
    Lillian Brown, Richard H. Grubaugh, Scott Lesmes, Katherine Kelly, Beth Sasfai, Yumi Narita
  • Solicitation Issues Related to Annual Meetings [00:59:53]
    Lillian Brown, Richard H. Grubaugh, Scott Lesmes, Katherine Kelly, Yumi Narita
  • Annual Reporting Practices and Shareholder Meeting [00:59:26]
    Chip Brixius, Keir D. Gumbs, Katherine Kelly, Scott Lesmes, Todd J. Russo

The purchase price of this Web Program includes the following articles from the Course Handbook available online:

  • COMPLETE COURSE HANDBOOK
  • Annual Report on Form 10-K, Proxy Statement and Annual Report to Shareholders (September 2018)
    Mary J. Mullany
  • Laura Richman, Michael L. Hermsen and David Schuette, Mayer Brown LLP, SEC Updates Proxy Interpretations (May 16, 2018)
    Michael L. Hermsen
  • Michael L. Hermsen, David Bakst, John Berkery, Robert Gray, Jr., Philip Niehoff, Anna Pinedo, Laura Richman and David Schuette, Mayer Brown LLP, SEC Expands Definition of Smaller Reporting Company (July 9, 2018)
    Michael L. Hermsen
  • Laura Richman, John Berkery, Robert Gray, Jr., Michael L. Hermsen and Adam Kanter, Mayer Brown LLP, SEC Adopts Inline XBRL Rule (July 10, 2018)
    Michael L. Hermsen
  • SEC Decreases Filing Fees for Fiscal Year 2019 (August 30, 2018)
    Michael L. Hermsen
  • Roadmap to Capital Markets Regulatory Changes: Proposed, Potential and Recently Adopted or Enacted Rulemaking and Legislation Relating to the US Capital Markets, Public Company Reporting and Corporate Governance (September 5, 2018)
    Michael L. Hermsen
  • Laura Richman, John Berkery, Matthew Bisanz, Jennifer Carlson, Rajesh De, Robert Gray, Jr., Michael L. Hermsen, Stephen Lilley, David Schuette and David Simon, Mayer Brown LLP, SEC Issues Updated Guidance on Cybersecurity Disclosures (February 28, 2018)
    Michael L. Hermsen
  • Laura Richman, Michael L. Hermsen, David Bakst, Robert Gray, Jr. and Anna Pinedo, Mayer Brown LLP, Capital Markets Implications of Amendments to Simplify and Update SEC Disclosure Rules (August 29, 2018)
    Michael L. Hermsen
  • Mary J. Mullany and Alice J. Huang, Ballard Spahr LLP, SEC Releases Guidance on Cybersecurity Disclosures (February 26, 2018)
    Mary J. Mullany
  • Douglas M. Fox, Gerald J. Guarcini, Elizabeth A. Hecker, Mehrnaz Jalali and Thomas G. Lovett, IV, Ballard Spahr LLP, New SEC Thresholds in Definition of Smaller Reporting Company Effective September 10 (July 12, 2018)
    Mary J. Mullany
  • Using Social Media to Make Regulation FD Compliant Disclosure (September 2018)
    Peter W. Hennessey
  • Ernst & Young LLP, SEC Comments and Trends, An Analysis of Current Reporting Issues (September 2018)
    Amy J. Dorfmeister
  • Insider Trading and SEC Rules 10b5-1(c) Trading Plans (September 2018)
    Mary J. Mullany
  • Relevant New York Rules of Professional Conduct (January 2017)
    Michael L. Hermsen
  • Shannon D. Farmer, Jessica G. Federico, Theodore R. Flo, Gerald J. Guarcini, Barbara S. Mishkin, Beth Moskow-Schnoll and Brian D. Pedrow, Ballard Spahr LLP, The Definition of Whistleblower Under the Dodd-Frank Act Is Shrinking (March 1, 2018)
    Mary J. Mullany
  • Lauren Walas and Joan E. McKown, SEC Proceedings Against Attorneys FY2018: Attorneys Behaving Badly (August 31, 2018)
    Joan E. McKown
  • Jones Day, White Paper, SEC Enforcement in Financial Reporting and Disclosure—2018 Mid-Year Update (July 2018)
    Joan E. McKown
  • Exequity LLP, Client Briefing, CEO Pay Ratio: Ratios in Context (February 26, 2018)
    Edward A. Hauder
  • Exequity LLP, Client Briefing, What Does the CEO Pay Ratio Data Say About Pay? (August 21, 2018)
    Edward A. Hauder
  • Exequity LLP, Client Briefing, Bouncing Back from a Low Say-on-Pay Vote (August 28, 2018)
    Edward A. Hauder
  • The EC Minute, Episode #20: Dodd-Frank Update (September 5, 2018) (Podcast Supplemental Slides)
    Edward A. Hauder
  • Doreen E. Lilienfeld, John J. Cannon III, Kenneth J. Laverriere, Linda Rappaport, K. Mallory Brennan, Richard Fischetti, Lona Nallengara, Scott Petepiece, Gillian Emmett Moldowan and Matthew Behrens, Shearman & Sterling LLP, Perspectives, Hot Topics: Focus on the Gender Pay Gap (April 18, 2018)
    Doreen E. Lilienfeld
  • Alan Bickerstaff, John J. Cannon III, J. Russel Denton, Brian Dillavou, Ted Gilman, Carmelo Gordian, Doreen E. Lilienfeld, Kenneth J. Laverriere, J. Matthew Lyons, Lona Nallengara, Linda Rappaport, George Spera, Jr., Matthew Behrens and Gillian Emmett Moldowan, Shearman & Sterling LLP, Perspectives, Rule 701 Enhanced Disclosure Threshold to Increase (May 29, 2018)
    Doreen E. Lilienfeld
  • Richard Alsop, John J. Cannon III, J. Russel Denton, Christopher Forrester, Stephen T. Giove, Harald Halbhuber, Kenneth J. Laverrier, Doreen E. Lilienfeld, J. Matthew Lyons, Lona Nallengara, Alan Bickerstaff, Gillian Emmett Moldowan, Linda Rappaport, Arielle Katzman and Matthew Behrens, Shearman & Sterling LLP, Perspectives, SEC Issues Final Rules to Increase Rule 701 Enhanced Disclosure Threshold (July 20, 2018)
    Doreen E. Lilienfeld
  • Shearman & Sterling LLP, 16th Annual Survey of the 100 Largest U.S. Public Companies, Corporate Governance & Executive Compensation Survey 2018
    Doreen E. Lilienfeld
  • Doreen E. Lilienfeld, K. Mallory Brennan, John J. Cannon III, Matthew L. Craner, Kenneth J. Laverriere, Lona Nallengara, Gillian Emmett Moldowan and Matthew Behrens, Shearman & Sterling LLP, Perspectives, Hot Topics: Enforceability of Arbitration Provisions in Employment Agreements (June 14, 2018)
    Doreen E. Lilienfeld
  • Exequity LLP, Client Alert, ISS Issues Final FAQs and Updated Documents for the 2018 Proxy Season (January 17, 2018)
    Edward A. Hauder
  • Exequity LLP, Client Alert, IRS Issues Guidance on Section 162(m) Amendments (August 31, 2018)
    Edward A. Hauder
  • Georgeson LLC, Georgeson Report, BlackRock Asks Companies to Deliver Social Value and Sustainable, Long-Term Financial Growth (February 22, 2018)
    Christopher M. Hayden
  • Corporate Governance, Shareholder Proposals—SEC Guidance (September 2018)
    Mary J. Mullany
  • Katayun I. Jaffari and Shonterra M. Jordan, Ballard Spahr LLP, The Role of Private Ordering in Corporate Governance, The Legal Intelligencer (May 1, 2017)
    Mary J. Mullany
  • Directors’ and Officers’ Questionnaire, 2019 Annual Meeting, 2018 Annual Report (September 2018)
    Mary J. Mullany
  • 2018 Annual Reporting, May 2019 Annual Meeting, Proposed Timeline (September 2018)
    Mary J. Mullany
  • Principles and Best Practices for Virtual Shareowner Meetings, The Best Practices Committee for Shareowner Participation in Virtual Annual Meetings (2018)
    Keir D. Gumbs

Presentation Material

  • Disclosure Practices and Challenges
    Mary Beth Breslin, Sandra L. Flow, Peter W. Hennessey, Michael L. Hermsen, Dase Kim, Abena A. Mainoo, Todd J. Russo
  • Emerging Disclosure Developments
    Mary Beth Breslin, Sandra L. Flow, Peter W. Hennessey, David A. Kanarek, Dase Kim
  • Accounting and Financial Reporting Developments and Priorities Affecting Financial Disclosures
    Mary Beth Breslin, Amy J. Dorfmeister, David A. Kanarek, Todd J. Russo
  • Learnings from Enforcement and the Impact on Disclosure Practice
    David A. Kanarek, Kenneth R. Lench, Joan E. McKown, Todd J. Russo
  • Ethics and Whistleblower Developments: Challenges to be Aware of When Preparing and Reviewing Disclosure Documents
    Michael L. Hermsen, Kenneth R. Lench, Joan E. McKown
  • Dodd-Frank Requirements and Disclosures
    Lillian Brown, Melissa L. Burek, Edward A. Hauder, Christopher M. Hayden, Jillian L. Hunt, Doreen E. Lilienfeld, Mary J. Mullany
  • Developments and Best Practices in Executive Compensation
    Chip Brixius, Edward A. Hauder, Christopher M. Hayden, Jillian L. Hunt, Doreen E. Lilienfeld, Mary J. Mullany
  • Environmental, Social and Governance (ESG) Disclosure and Shareholder Engagement
    Chip Brixius, Lillian Brown, Sandra L. Flow, Yumi Narita, Beth Sasfai
  • Corporate Governance and Shareholder Proposals
    Lillian Brown, Richard H. Grubaugh, Katherine Kelly, Scott Lesmes, Beth Sasfai
  • Solicitation Issues Related to Annual Meetings
    Lillian Brown, Richard H. Grubaugh, Katherine Kelly, Scott Lesmes
  • Annual Reporting Practices and Shoreholders Meeting
    Chip Brixius, Keir D. Gumbs, Katherine Kelly, Scott Lesmes, Todd J. Russo
Co-Chair(s)
Sandra L. Flow ~ Cleary Gottlieb Steen & Hamilton LLP
Michael L. Hermsen ~ Mayer Brown LLP
Mary J. Mullany ~ Ballard Spahr LLP
Speaker(s)
Mary Beth Breslin ~ Legal Branch Chief, Division of Corporation Finance, U.S. Securities and Exchange Commission
Chip Brixius ~ Deputy General Counsel & Assistant Secretary, Graco Inc.
Lillian Brown ~ Wilmer Cutler Pickering Hale and Dorr LLP
Melissa L. Burek ~ Founding Partner, Compensation Advisory Partners, LLC
Amy J. Dorfmeister ~ Ernst & Young LLP
Richard H. Grubaugh ~ Senior Vice President, D.F. King & Co., Inc.
Keir D. Gumbs ~ Associate General Counsel, Global Corporate, M&A and Securities, Deputy Corporate Secretary, Uber Technologies, Inc.
Edward A. Hauder ~ Lead Consultant and Senior Advisor, Exequity LLP
Christopher M. Hayden ~ Senior Managing Director, Georgeson LLC
Peter W. Hennessey ~ Ballard Spahr LLP
Jillian L. Hunt ~ Deputy General Counsel, Exela Technologies, Inc.
David A. Kanarek ~ Vice President and Senior Counsel, American Express Company
Katherine Kelly ~ Vice President, Associate General Counsel and Corporate Secretary, Bristol-Myers Squibb Company
Dase Kim ~ Kohlberg Kravis Roberts & Co L.P.
Kenneth R. Lench ~ Kirkland & Ellis LLP
Scott Lesmes ~ Morrison & Foerster LLP
Doreen E. Lilienfeld ~ Shearman & Sterling LLP
Abena A. Mainoo ~ Cleary Gottlieb Steen & Hamilton LLP
Joan E. McKown ~ Jones Day
Yumi Narita ~ AllianceBernstein
Todd J. Russo ~ Senior Vice President, General Counsel & Secretary, Buckeye Partners, L.P.
Beth Sasfai ~ Vice President, Governance, Verizon Legal Dept
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  All PLI products can fulfill Puerto Rico’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Rhode Island:  PLI’s on-demand web programs qualify as “video replay” credit. Attorneys are limited to 6 video replay credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  All PLI products can fulfill Washington’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s on-demand web programs may fulfill CLPD credit requirements.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as the “QAS Self-Study” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s on-demand web programs are not approved for CFP credit.

 

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