1-Day Program

See Credit Details Below


A new, revamped agenda was created for this year's Annual Disclosure Documents program. Shorter in length and more narrow in its focus, this program will highlight the crucial changes and updates over the past year in disclosure requirements. A faculty of experienced practitioners from law firms and publicly traded companies will break down regulatory developments and the practical and useful best practices attorneys need to have when working with disclosure documents.

Corporate finance and executive compensation developments will be reviewed, and the faculty will address the best practices for attorneys advising clients on what the SEC is most concerned about. Nontraditional and emerging disclosure developments will also be discussed, with an emphasis on trends in ESG and the impact of social media on disclosures. A thorough ethics segment will conclude the day, addressing the issues connected with whistleblower activity and the varying roles attorneys play for their clients when handling disclosure documents.

This program will be of interest to attorneys, accountants, and others responsible for preparing public company disclosures.

What You Will Learn 

  • What are the most recent SEC rule changes about disclosure requirements?
  • Update on Compliance and Disclosure Interpretations (CDIs) and other staff guidance.
  • Review of the recent developments in non-traditional disclosures, including ESG.
  • How does the use of social media impact disclosure?
  • What are the most recent FCPA developments?
  • Best practices in executive compensation.
  • Review of the legal ethics issues that arise when preparing disclosure documents. What ethical pitfalls should attorneys be on the look out for?

Special Feature

  • Earn one hour of Ethics credit.

Program Level: Overview

Intended Audience: Attorneys, accountants, and others responsible for preparing public company disclosures.

Prerequisites: None

Advanced Prep: None

Credit Details

Schedule & Location