TheCorporateCounsel.net

January 8, 2024

Transcript: “Related Party Transactions: Refresher & Lessons Learned from Enforcement Focus”

We’ve posted the transcript for our recent “Related Party Transactions: Refresher & Lessons Learned from Enforcement Focus” webcast featuring Deloitte’s William Calder, Maynard Nexsen’s Bob Dow, White & Case’s Maia Gez, and Vinson & Elkins’s Zach Swartz. The webcast covered:

– Overview of Disclosure Requirements

– Common Types of RPTs & Computing Transaction Amounts

– Financial Statement Requirements & Note Disclosures

– Related Party Transaction Due Diligence and Process

– Interplay with Other Considerations

– Wrap-Up & Recent Enforcement Focus

Our panelists shared practical tips for improving your related party transaction process right now in preparation for proxy season, including how to improve your D&O questionnaire process, involve your accounts payable and HR teams, and update your related party information on a more regular basis to ensure potential related party transactions are flagged in advance.

Members of this site can access the transcript of this program and all of our other webcasts by visiting the “archives page.” If you are not a member of TheCorporateCounsel.net, email sales@ccrcorp.com to sign up today and get access to the full transcript – or sign up online.

– Meredith Ervine