Description
Prepare for proxy season and understand the important issues and significant updates.
As companies begin to look ahead to the upcoming 2023 proxy season, there are several recent developments companies need to consider as their reporting preparations commence. This presentation will provide an overview of these important issues and other significant updates, including Security and Exchange Commission (SEC) disclosure and filing requirements, pending SEC rulemaking, executive compensation matters, and corporate governance trends.
Date: 2023-02-23 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
SEC Disclosure Requirements
• MD&A
• Risk Factors
• Human Capital Management
• Share Repurchase Disclosure
• Russia/Ukraine Disclosures
Recent SEC Guidance and Status of Pending Matters
• Filing Fee Modernization
• Climate Change and ESG in Disclosures Dolansky/Salmon Hossein
• Proxy Rules Reform (Universal Proxy)
• Edgar Submission of Glossy Annual Reports
• Disclosure Controls and Procedures
Executive Compensation Considerations
• SEC Clawback
• Compensation Agenda Items (Say on Pay, Pay vs. Performance)
Annual Meeting and Corporate Governance Trends
• Board Diversity
• Proxy Voting Advice (Glass Lewis/ISS)
• Shareholder Proposals
• Virtual Meetings
• Director Expertise and Board Governance
• D&O Questionnaires (Picks up ITRA)
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Adam Finerman-Baker & Hostetler LLP, Macy Munz – Baker & Hostetler LLP, Stefan P. Smith – BakerHostetler
