Jun 06, 2024

Where SEC Rule-Making, Shareholder Reporting, and Plan Design Collide

Presented by: Equilar

Boston, MA

  • Daniel Laddin

The SEC has issued a flurry of new rules covering insider trading, clawbacks, proxy reporting, and more. These rules have plan design implications and, therefore, accounting and disclosure consequences. This session will look at the trifecta of how SEC rule-making, plan design, and investor reporting come together to create new opportunities for differentiation, shareholder / external reporting risk, and incentive design challenges. We’ll walk through each new regulation and its effects across plan design and accounting. Our session will help answer the question of how current total rewards practices may evolve over the upcoming three to five years as a result of the recent flurry in regulation and interest coming from the office of the CFO.
Speakers: Dan Laddin, Partner, CAP and Takis Makridis, CEO, Equity Methods
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