January 20, 2023

Navigating the 2023 Annual Report and Proxy Season

Overview

The Faegre Drinker team held three-part series for updates on year-end financial reporting and the 2023 proxy season. The first two sessions were one-hour webinars. The last session was a two-hour program held in person at several of our Faegre Drinker offices, along with a webinar alternative. 


Webinars in This Series

Session One – Planning for Proxy Season and Annual Reporting (Thursday, November 17, 2022)

  • Twenty things you need to know for the upcoming proxy season
  • Preparing for the new Pay versus Performance disclosure requirement
  • Shareholder proposals trends and rule changes
 

Session Two – Governance and Disclosure Updates (Tuesday, December 6, 2022)

  • Delaware law developments
  • Shareholder activism and universal proxy
  • Proxy advisory firm updates
  • Best practices in Form 10-K and proxy statement disclosure
 

Session Three – More Governance, Executive Compensation, ESG and SEC Updates (January 2023)

  • Climate change disclosures, including SEC rulemaking
  • Executive compensation trends and hot topics
  • Cybersecurity updates
  • SEC enforcement trends
  • Insider trading policy and 10b5-1 plans
  • Other SEC developments affecting 2023 and beyond
  • More trends in proxy statement disclosure 
 

Questions? Please contact Kelley Stephens or call +1 317 237 1161.

Continuing Education Credit

Session One – Planning for Proxy Season and Annual Reporting

This program has been approved only for the following continuing legal education credits: 

  • California: 1 hour participatory general credit
  • Connecticut: 1 hour of general credit  
  • Delaware: 1 hour of general credit 
  • Illinois: 1 hour of general credit
  • Indiana: 1 hour of general credit
  • Iowa: 1 hour of general credit
  • Minnesota: 1 hour of general credit
  • New Jersey: 1 reciprocal hour of CLE Credit
  • New York: 1 reciprocal hour of professional practice credit 
  • Pennsylvania: 1 hour of general credit
  • Texas: 1 hour of general credit

An application for approval of this course has been submitted and is pending in the following states: Colorado and Virginia

This program is approved for NASBA – CPE Accountant: 1.2 hours of credit

Session Two – Governance and Disclosure Updates

This program has been approved only for the following continuing legal education credits: 

  • California: 1 hour participatory general credit
  • Connecticut: 1 hour of general credit
  • Delaware: 1 hour of general credit
  • Pennsylvania: 1 hour of general credit
  • Illinois: 1 hour of general credit      
  • Indiana: 1 hour of general credit      
  • Iowa: 1 hour of general credit         
  • New Jersey: 1 reciprocal hour of CLE Credit
  • New York: 1 reciprocal hour of professional practice credit 
  • Texas: 1 hour of general credit

An application for approval of this course has been submitted and is pending in the following states: Colorado, Minnesota and Virginia

This program is pending for NASBA – CPE Accountant: 1.2 hours of credit

Session Three – More Governance, Executive Compensation, ESG and SEC Updates

This program will be sent to the following state bars requesting approval: CA, CO, CT, DE, IA, IL, IN, MN, NJ, NY, PA, TX and VA.

All approvals are at the decision of the state bar based on content and deadlines.

No applications are currently pending.

The CLE provider for this event, CEU Institute (national CLE provider) will seek 2.0 hour General Law credit for this program.

They will seek 2.0 hours CPE credit for this program.

Please check back closer to the event date for updated credit information.

Speakers