Speaking Engagement

Annual Disclosure Documents 2017: Current Developments and Best Practices

PLI Seminar

11 Dec 2017 - 12 Dec 2017

PLI New York Center
1177 Avenue of the Americas
New York, NY 10036

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 PLI faculty, who will focus on anticipated changes to the SEC disclosure regime in 2017, current “hot issues,” best practices, and practical pointers. 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.

Partner Scott Lesmes will participate in three panel discussions on day two of the program:

Corporate Governance and Shareholder Proposals

  • Overview of the 2017 shareholder proposal season; what is anticipated for 2018
  • Shareholder proposals: tips on how to handle them; how to be alert to changes in staff positions
  • Developments in corporate governance practices and disclosures

Solicitation Issues Related to Annual Meetings

  • Getting the vote out
  • Proxy advisory firms
  • Communications with shareholders
  • Shareholder activism

Annual Reporting Practices and Shareholder Meeting

  • Preparing your 2018 proxy statement and annual report
  • Tips for conducting your annual meeting
  • SEC and other developments affecting annual reporting and the proxy solicitation process



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