Past Webinars

November 30, 2022

Preparing for 2023 Proxy and Annual Reporting Season

Join our experts for a free, Intelligize-sponsored CLE* webinar, Preparing for 2023 Proxy and Annual Reporting Season (Wednesday, December 14, 2022, at 1 p.m. EST) as they cover the details of the SEC’s rulemaking and regulatory changes affecting this proxy and annual reporting cycle.

We’ll cover key issues companies should consider as they prepare for the upcoming 2023 proxy and annual reporting season:

  • Shareholder proposals
  • Pay versus performance
  • Compensation agenda items
  • Climate change, human capital and board diversity
  • Director expertise and governance
  • Universal Proxy and much more!

Jennifer Carlson
Partner, Mayer Brown
Brian Hirshberg
Partner, Mayer Brown
Kilian Moote
>Managing Director of ESG Advisory, Georgeson
Laura Richman
Counsel, Mayer Brown
*CLE is approved or in the process of approval for CLE credit. The type of credit allowed will be determined by the state governing MCLE Board. Contact cle@lexisnexis.com regarding state accreditation status.
NOTE: If you are licensed in New York, this content is appropriate for both newly admitted and experienced New York attorneys. Although, this content is appropriate for all New York attorneys, newly admitted attorneys cannot earn CLE credit for the completion of the course when presented via webinar or webcast.


September 21, 2022

Impairment: Reminders and Hot Topics

Wednesday, October 19, 2022 (1 p.m. EDT)

Recent global events, coupled with the SEC’s growing focus surrounding reporting on impaired assets has created new financial reporting challenges with respect to impairment.

Get a refresher on the proper accounting for impairment under U.S. GAAP and learn how others are disclosing such issues in their financial statements in this free CPE-eligible* webinar, co-sponsored with GAAP Dynamics.

In this session, we’ll cover:

  • Recent global events causing a renewed focus on impairment
  • Impairment models set out in ASC 350 and 360
  • Required ordering of impairment tests
  • ASU 2017-04 Simplifying the Test for Goodwill Impairment
  • Example financial statement and non-GAAP disclosures
  • Comment letters and SEC focus areas related to impairment

*In order to be awarded full CPE credit, you must respond to at least 3 polling questions asked during the program.


August 10, 2022

Best Practices for Earnings Calls

Any time of year, especially in uncertain and volatile markets, preparing for earnings calls, earnings guidance and investor updates requires careful consideration. Among other factors, companies must consider recent statements and guidance from the Securities and Exchange Commission and SEC Staff.

Join us for a free CLE* webinar to address best practices in preparing for earnings calls and investor updates.

During this session, our experts will address:

  • Communications safe harbors
  • Forward-looking statements and cautionary statements
  • KPIs and non-GAAP financial measures
  • Trend information and earnings guidance
  • SEC guidance related to COVID-19
  • Undertaking securities offerings post-earnings announcements

After this session, attendees will:

  • Become familiar with materiality; knowing what, when, and how issuers should disclose information
  • Understand the background and scope of Regulation Fair Disclosure (“Regulation FD”)
  • Become familiar with earnings releases’ content and what the SEC expects of issuers
  • Recognize best practices of complying with Regulation FD and appropriate language for disclosures and communication to the public

May 25, 2022

Preparing to be a public company: reporting requirements

Among the various considerations for companies seeking to go public, companies should understand the significant public reporting requirements created by the Securities Exchange Act of 1934, and its associated rules and regulations.

Topics included:

  • Triggers for deeming a company “public” and thus subject to the Exchange Act’s reporting requirements
  • Tests for determining filer status and implications
  • Overview of information required in periodic reports on Forms 10-K, 10-Q, and 8-K
  • Officer certification requirements under the Sarbanes-Oxley Act of 2002
  • Legal principles relating to the concept of “materiality”
  • Regulation FD
  • Requirements for Insiders (Section 16)

Please Note: Recordings of CLE webinars do not qualify for CLE credit.


May 12, 2022

Climate Change Disclosure: SEC’s Proposed New Rules & Impact on Public Companies

In a departure from existing “principles-based” disclosure requirements rooted in materiality, the SEC last month proposed rules that are prescriptive and intended to provide investors with consistent and comparable data, despite recent evidence that many companies do not find climate change-related physical or transition risks to be material to their businesses.

Our experts covered:

  • An overview and background of the proposed new rules
  • Proposed changes to Regulation S-X affecting financial statement disclosures
  • Proposed changes to Regulation S-K affecting non-financial statement disclosures
  • Proposed scope and phase-in periods
  • Practical considerations for public companies

Please Note: Recordings of CLE webinars do not qualify for CLE credit.


April 20, 2022

SEC & FASB Developments (April 2022)

During this session focusing on recent developments and trends with the Securities Exchange Commission (SEC), panelists Ryan Castillo and Anna Pinedo, partners at Mayer Brown, joined by Polia Nair, Assurance Partner at CohnReznick, covered the following topics:

  • Holding Foreign Companies Accountable Act, Disclosure and Implementation by SEC and PCAOB
  • SEC amendments to Form 10-K, including an overview of new Item 9C of the Holding Foreign Companies Accountable Act and data tagging, and disclosure practices
  • Filing Fee Disclosure and Payment Methods Modernization
  • Universal Proxy
  • SEC Staff Comments on key performance indicators and non-GAAP financial measures, and enforcement actions
  • Climate Change Disclosures
  • SEC proposal on cybersecurity disclosures
  • SEC proposal on beneficial ownership reporting
  • SEC proposal on shortening the securities transaction settlement cycle

Please Note: Recordings of CLE webinars do not qualify for CLE credit.