"In-House Institute" Conference: On-Demand for Free Now
Below are links to the panels that comprise the “In-House Institute” conference that became available on-demand in June 2021:
A. Earnings, Periodic Disclosures & Investor Relations
1. A Wild Governance & ESG Day: ExxonMobil, Royal Dutch Shell and Chevron - Sustainable Governance Partners’ Jessica Wirth Strine
2. The In-House Lawyer Perspective of the Earnings Release Process - Southern California Edison’s Rushika de Silva and Juniper Networks’ Mary Catherine Malley
3. The In-House Lawyer Perspective of the Form 10-Q Process - Southern California Edison’s Rushika de Silva and Juniper Networks’ Mary Catherine Malley
4. How to Respond to Market Rumors - Gunster’s Bob Lamm
5. How to Handle Corp Fin’s Comment Letter Process – White & Case’s Era Anagnosti
6. Top 8 Things That Should Be Standard on IR Web Pages (But Aren’t Yet) - Bowen Craggs’ Scott Payton
7. The State of Using Social Media for IR – Q4’s Joe Di Bacco
B. Insider Trading Policies
8. How to Handle a FINRA Inquiry About Insider Trading - ZippyPoint.com’s Broc Romanek
9. 5 Ways Everyone’s Insider Trading Policy Stinks - ZippyPoint.com’s Broc Romanek
10. 5 Challenging Judgment Calls for Insider Trading Preclearance - ZippyPoint.com’s Broc Romanek
11. How to Scare Your Insiders So They Won’t Engage in Insider Trading - ZippyPoint.com’s Broc Romanek
12. Insider Trading Policies: The Litigator's Perspective - King & Spalding's Dixie Johnson and DLA Piper's Deborah Meshulam
C. Corporate Governance
13. Board Diversity Truly Matters - KPMG Board Leadership Center’s Annalisa Barrett, Perkins Coie’s Allison Handy and Ellig Group’s Nicole Sandford
14. The Definitive Guide to “Board Portals” - ZippyPoint.com’s Broc Romanek
15. Do Virtual Board Meetings Have “Staying Power”? - ZippyPoint.com’s Broc Romanek
16. Should Directors Be Allowed to Take Notes for a Board Meeting?- ZippyPoint.com’s Broc Romanek
17. Hot Tip: Provide Board Presentations in Advance By Video - ZippyPoint.com’s Broc Romanek
18. 5 Reasons Not to Hold Annual Board Strategy Retreats - ZippyPoint.com’s Broc Romanek
19. 5 “Tricks of the Trade” for Your Corporate Secretary Budget - ZippyPoint.com’s Broc Romanek
20. 7 Challenges of Signature Authority Policies - ZippyPoint.com’s Broc Romanek
21. How to Handle “Corporate Governance Guidelines” - Professor Susan Permut
22. 5 Hot Tips for Subsidiary Management - ZippyPoint.com’s Broc Romanek
D. New Services
23. How “Foresight” Can Improve Board (& Corporate Secretary) Effectiveness - Foresight’s Carol Ward
24. Three Things You Should Know About “equityabacus” & Stock Ownership Guidelines - equityabacus’s Geoff Hammel
25. How to Use the “ESG Engagement Dashboard” from ZMH Advisors - ZMH Advisors’ Waheed Hassan
26. Broadridge’s Virtual Meeting Platform With the Q4 Touch - Q4’s Darrell Heaps
E. Pure Fun
27. Jeopardy: Corporate Style - Doug Chia, Ginny Fogg and Carol Ward (coming soon)