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PLI's Annual Disclosure Documents 2017

December 11-12, 2017

PLI New York Center
1177 Avenue of the Americas, (2nd floor), entrance on 45th Street
New York, New York 10036

The priorities of the new administration and new chair of the SEC are expected to bring significant changes in 2017, including developments in compensation disclosure and changes to a variety of regulations affecting public reporting companies. When coupled with potential changes affecting businesses and the economy, the 2018 annual reporting cycle should be interesting indeed. Our faculty will discuss any proposed or final regulatory changes, plus domestic and international economic, political and regulatory uncertainties and developments; cybersecurity; 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.

Topics Include:

  • Practical guidance on drafting annual disclosure and proxy documents
  • SEC, FASB and PCAOB developments affecting financial disclosures
  • Disclosure developments reflecting the priorities of the new SEC chair and administration
  • Updates on new and current hot topics in executive compensation disclosures
  • Updates on disclosure effectiveness initiatives
  • Practical guidance for holding a successful annual meeting
  • Tips for interfacing with shareholders
  • Ethical, regulatory and litigation developments

Jones Day Securities Litigation & SEC Enforcement partner Joan McKown will speak on a panel titled "Learnings from Enforcement and the Impact on Disclosure Practices"


Registration for this event is required. To register for this event and groupcast sessions, sign up for the webcast, or determine CLE credit, please visit the Practising Law Institute event site.