Timely Takes Podcast: Preparing for the 2024 Annual Reporting and Proxy Season


Alexander McClean

Margaret Rhoda

Alexander McClean is a partner of Harter Secrest & Emery LLP and chairs the Securities and Capital Markets practice group, Alex counsels domestic and foreign companies of all sizes, ranging from early-stage start-up companies to publicly traded companies, with market capitalizations in the tens of billions of dollars.

Margaret Rhoda is a senior associate of Harter Secrest & Emery LLP. She advises publicly held and private companies in federal securities compliance and corporate governance matters. Maggie’s experience includes counseling public companies with respect to regulatory requirements, including the Securities Act of 1933, the Securities Exchange Act of 1934, and NYSE and Nasdaq rules, as well as corporate governance best practices.


  1. Significant new SEC disclosure requirements
  2. Recently adopted disclosure requirements that won’t apply in 2024
  3. ISS & Glass Lewis 2024 policy updates
  4. Advice for companies tackling their annual disclosure obligations

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The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of their firm, company, institution, other organizations, or any of the clients with which they are associated.