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 * Home
 * Blog
 * Why Transparency
 * Transparency Awards
   * How the Transparency Awards Work
   * The Transparency Awards Criteria
   * The Most Recent “Transparency Awards Winners”
 * Contact
 * About
   * What We Do for You
   * The Transparency Scientific Committee
   * Our Mission & Values

 * The Disclosure Process

 * August 9, 2023
 * Broc Romanek


HOW TO DRAFT GOOD DISCLOSURE



I’m almost embarrassed that I’ve been hosting panels for over 20 years and never
thought to conduct a panel on this very important topic until I had gotten on
board with this transparency movement.

And I couldn’t have asked two better people to speak to the topic of drafting
good disclosure as WilmerHale’s Lily Brown and Broadridge’s Keir Gumbs did an
absolutely amazing job during this 40-minute video. During this riveting
discussion, Keir and Lily address:

 1. When you’re working on brand new disclosure – some new development or a new
    rule requirement – what is your recommended process for starting? Bulleted
    outlines, reviewing other sample disclosures?
 2. When you do look at peer disclosures, what type of “peers” do you look at?
    And how many peer disclosures?
 3. When updating a section of disclosure, what are you looking for to change?
    How much diligence do you conduct?
 4. How much do you think about design when you draft? Do you rely on others
    more for that type of thing?
 5. When you are in charge of a disclosure team, what is your process to ensure
    people deliver timely and competently?
 6. Any other disclosure tips to offer?
 7. How do you celebrate after you’ve wrapped up a nice piece of disclosure?




TRENDING

 * Good Disclosure Examples

The “Company Overview” in the Proxy Summary
 * August 7, 2023

 * Why Transparency

The Business Case for Transparency
 * August 2, 2023

 * Good Disclosure Examples

The Need for Overviews in the Proxy Summary (Including Addressing “Mission,
Purpose”)
 * July 31, 2023

 * Why Transparency

What is “Transparency”?
 * July 26, 2023

 * Good Disclosure Examples

Deep Dive: “Skills Matrix/Board Collective Skill Set/Discussion of Why Skill is
Relevant”
 * July 24, 2023

 * Good Disclosure Examples

Deep Dive Into Director Bios for the Proxy
 * July 17, 2023

 * The Transparency Journey

How Universal Proxy Fared This Season
 * July 13, 2023

 * Good Disclosure Examples

The “Board Demographic Summary” of the Proxy
 * July 11, 2023

 * The Transparency Journey

12 Highlights of the Society for Corporate Governance’s Annual Conference
 * June 26, 2023

 * The Transparency Journey

Why (and How to) Serve as a “Transparency Champion?”
 * June 20, 2023

 * Good Disclosure Examples

The “Board Summary Table” of the Proxy
 * June 20, 2023


RELATED POSTS

 * The Disclosure Process

THE ROLE OF IR IN ESG REPORTING

 * July 19, 2023

 * The Disclosure Process

A CHALLENGE FOR DISCLOSURE LAWYERS: THE HOLDING PATTERN OVER UPCOMING SEC RULES

 * June 20, 2023

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