Harvard Corporate Governance

JUNE 3, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Friday, June 3, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services, Inc. This post is based on an ISS memorandum by Brian Johnson, Executive Director at ISS Corporate Solutions. Related research from the Program on Corporate Governance includes Paying for Long-Term Performance by Lucian Bebchuk and Jesse Fried (discussed on the Forum here ); and The CEO Pay Slice by Lucia

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IVSC

MAY 31, 2022

In Part 1 of our series , we examined the Case for Realigning Reporting Standards with Modern Value Creation. While long acknowledged as a challenge of common accounting frameworks and related financial reporting regimes, a tipping point has seemingly been reached. The debate has shifted from why the problem should be addressed, to what should be done and how it can be implemented.

Intangible Assets 264

Intangible Assets Enterprise Value 264

Mckinsey and Company

JUNE 3, 2022

Worries about failure, criticism, and career impact hold back many people from embracing innovation. Here’s how to create a culture that accounts for the human side of innovation.

Corporate Finance 145

Corporate Finance Finance 145

Benzinga

MAY 31, 2022

Tata Motors Limited (NYSE: TTM ) subsidiary Tata Passenger Electric Mobility Limited (TPEML), has signed a Memorandum of Understanding (MOU) with the Government of Gujarat to acquire Ford Motor Co (NYSE: F ) Ford India Private Limited's (FIPL) vehicle manufacturing facility. Full story available on Benzinga.com.

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Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

MAY 30, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Monday, May 30, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services. This post is based on an ISS ESG memorandum by Viola Lutz. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance by Lucian A.

Finance 308

Finance Marketability Technology 308

Avanade

JUNE 3, 2022

Learn how banks can stay ahead of multiple, always-evolving risks that can impact their business with Avanade’s risk management solution on the Databricks Lakehouse platform.

Banking 98

Banking 98

Audit Board

JUNE 3, 2022

Environment, Social, Governance (ESG) is a framework for assessing risks to a company’s operations related to large-scale, long-term environmental, social, and governance issues. ESG covers a wide range of issues, from environmental threats like climate change, to social issues related to diversity, equity, and inclusion, to social responsibility in investing and production, to governance issues related to executive pay and financial reporting.

Compliance 98

Compliance Start-ups Equity Finance 98

Harvard Corporate Governance

JUNE 2, 2022

Posted by Maria Moats, Paul DeNicola, and Catie Hall, PricewaterhouseCoopers LLP, on Thursday, June 2, 2022 Editor's Note: Maria Castañón Moats is Leader, Paul DeNicola is Principal, and Catie Hall is Director of the Governance Insights Center, PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. Board and committee assessments are a critical part of driving continuous improvement in board performance.

Compliance 296

Compliance 296

Law 360 M&A

JUNE 2, 2022

Greenberg Traurig LLP mergers and acquisitions shareholder Daniella G. Silberstein was part of a Greenberg team that closed a $16 billion merger between mortgage lender United Wholesale Mortgage and The Gores Group last year, which is one of the reasons she's been picked as one of Law360's Rising Stars this year.

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Mckinsey and Company

MAY 31, 2022

Employers have invested unprecedented resources in employee mental health and well-being. With burnout at all-time highs, leaders wonder if they can make a difference. Our research suggests they can.

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Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

ThomsonReuters

JUNE 2, 2022

IRS Employee Plans News (May 25, 2022). Available at [link]. A recent edition of the IRS’s employee plans newsletter summarizes the electronic submission requirements for Form 5300, Application for Determination for Employee Benefit Plan, as set forth in Revenue Procedure 2022-4 (see our Checkpoint article ). Electronic filing of Form 5300 is available beginning June 1, 2022, and required beginning July 1, 2022.

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Harvard Corporate Governance

JUNE 1, 2022

Posted by Cynthia Mabry, Kerry Berchem, and John Goodgame, Akin Gump Strauss Hauer & Feld LLP, on Wednesday, June 1, 2022 Editor's Note: Cynthia Mabry , Kerry Berchem and John Goodgame are partners at Akin Gump Strauss Hauer & Feld LLP. This post is based on their Akin Gump memorandum, and is part of the Delaware law series ; links to other posts in the series are available here.

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LaPorte

JUNE 2, 2022

In early 2016, the Financial Accounting Standards Board (FASB) released new guidance on how businesses should account for leases. That new standard went into effect… The post Accounting for Leases in 2022 first appeared on LaPorte.

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Mckinsey and Company

JUNE 3, 2022

People have long worried about being replaced by machines, but Tsedal Neeley says the true threat to job security in the digital age is other humans—namely those who know how to use digital tools.

Technology 130

Technology 130

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Law 360 M&A

JUNE 2, 2022

Initial public offerings trudged through another tepid month in May, slowing the work pace for IPO lawyers and bankers, and a late spring surge does not appear likely even though select companies may brave waters in June and thereafter.

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Harvard Corporate Governance

MAY 31, 2022

Posted by David N. Katz and Laura A. McIntosh, Wachtell, Lipton, Rosen & Katz, on Tuesday, May 31, 2022 Editor's Note: David N. Katz is partner and Laura A. McIntosh is consulting attorney at Wachtell, Lipton, Rosen & Katz. This post is based on an article first published in the New York Law Journal. Related research from the Program on Corporate Governance includes Politics and Gender in the Executive Suite by Alma Cohen, Moshe Hazan, and David Weiss (discussed on the Forum here ); Wil

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Rhythm Systems

MAY 31, 2022

Successful SMART goal setting is an essential skill for both personal goals and your professional success. If you aren't writing goals for yourself, you're likely not making progress. However, research by the University of Scranton found that 92% of people who set New Year's resolutions never achieve them. Business goal achievement doesn't fare much better; 67% of great strategies fail due to poor execution.

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Mckinsey and Company

JUNE 2, 2022

Retailers are facing the possibility of persistent inflation—but they can meet that challenge in ways that streamline operations, retain customers, and drive profitable growth.

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Henry Horne

JUNE 1, 2022

With the real estate market still so hot, you might be tempted to cash in. If you do, consider the following tax matters when selling a home. Don’t miss: Arizona’s alternative tax Principal residence exclusion You may qualify to exclude from income all or part of any gain from the sale of your home (“principal … Keep Reading. The post Tax matters when selling a home appeared first on Henry+Horne.

Marketability 98

Marketability 98

Harvard Corporate Governance

MAY 31, 2022

Posted by Alexander May, Charles Riely, and Gabrielle Sigel, Jenner & Block LLP, on Tuesday, May 31, 2022 Editor's Note: Alexander May , Charles Riely , and Gabrielle Sigel are partners at Jenner & Block LLP. This post is based on their Jenner & Block memorandum. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance by Lucian A.

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Rhythm Systems

MAY 31, 2022

It is no secret that your people are instrumental to the success of your business. In order to have a great company, you not only have to hire the right people and get them in the right seats as Jim Collins says, you also have to work to retain and engage those people once you have them. The best companies use key performance indicators for employees to drive performance and ensure that they are getting the most out of their most important investment - their employees.

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Mckinsey and Company

MAY 31, 2022

Pfizer’s Chief Digital and Technology Officer explains how digital is transforming her organization’s ability to bring new medicines to patients at speed and at scale.

Technology 114

Technology 114

Benzinga

MAY 31, 2022

Chart Industries, Inc. (NYSE: GTLS ) has acquired Fronti Fabrications, Inc. for $20 million. Fronti is a specialist in engineering, machining, and welding for the cryogenic and gas industries; and also supplies new build pressure vessels and performs. Full story available on Benzinga.com.

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Harvard Corporate Governance

MAY 31, 2022

Posted by Yaron Nili (University of Wisconsin), on Tuesday, May 31, 2022 Editor's Note: Yaron Nili is Associate Professor of Law and the Smith-Rowe Faculty Fellow in Business Law at the University of Wisconsin Law School. This post is based on his recent paper , forthcoming in the Emory Law Journal. Related research from the Program on Corporate Governance includes Independent Directors and Controlling Shareholders by Lucian Bebchuk and Assaf Hamdani (discussed on the Forum here ).

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Meade & Moore

JUNE 2, 2022

Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has resulted in many changes to retirement and estate planning strategies, but it also raised some questions. The IRS has been left to fill the gaps, most recently with the February 2022 release of proposed regulations that have left many taxpayers confused and unsure of how to proceed.

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Mckinsey and Company

JUNE 2, 2022

Predicting the future is impossible, but traditional business models try anyway. Roger Martin says management leaders need to revisit the whiteboard.

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Truelytics

JUNE 2, 2022

Modern Financial Advisor Podcast ·. Episode 82 - How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm. Securing financing for your RIA or multi-advisor wealth management firm can be complex. First, if you are like most financial advisors you have likely never sought a commercial loan for your business. And second, it's not as simple as rolling down to your local bank and filling out a quick application.

Finance 98

Finance Banking 98

Harvard Corporate Governance

JUNE 1, 2022

Posted by Taisu Zhang and John Morley (Yale Law School), on Wednesday, June 1, 2022 Editor's Note: Taisu Zhang and John Morley are Professors of Law at Yale Law School. This post is based on their recent paper , forthcoming in the Yale Law Journal. The two great institutions of modernity are the corporation and the state. Together, these twin behemoths account for much of the bureaucracy, market-based exchange, impersonal social interaction, centralized power, and formal equality that characte

Marketability 249

Marketability 249

ThomsonReuters

JUNE 2, 2022

QUESTION: The claims administrator for our ERISA group health plan sometimes records telephone conversations between a plan participant or beneficiary and the claims administrator’s representative. These recordings are used for training and quality assurance purposes only, not claim administration. Contemporaneous notes of the conversation are used for tracking and administering the claim, and are included in the administrative record that is available to claimants upon request.

Compliance 98

Compliance 98

Mckinsey and Company

JUNE 2, 2022

Clean hydrogen is emerging as a viable way to reach net zero. In the United States, clean-hydrogen efforts in Houston, Texas, could serve as a template for other regions.

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Rhythm Systems

MAY 28, 2022

Measuring the right Key Performance Indicators (KPIs) is vital to the health and success of your business. However, when we onboard new clients, we find that some of them are uncertain about what they should be measuring and how they can use these powerful tools. They often ask "Why do we need KPIs?" or "Why use KPIs?" or "Why are KPIs important" or even " What are KPIs?

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Harvard Corporate Governance

JUNE 1, 2022

Posted by Michael R. Levin, The Activist Investor, on Wednesday, June 1, 2022 Editor's Note: Michael R. Levin is founder and editor of The Activist Investor. Related research from the Program on Corporate Governance includes Universal Proxies by Scott Hirst (discussed on the Forum here ). Like all good and sound SEC regulations, the one on Universal Proxy Cards (UPC) calls for some new notices—to shareholders, from the company, among activist investors, to the SEC, etc. etc.

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Law 360 M&A

JUNE 3, 2022

Twitter Inc. said Friday that a federal waiting period governing the antitrust review of Elon Musk's $44 billion offer to acquire the social media giant has expired, enabling the deal to proceed with one fewer hurdle.

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Mckinsey and Company

MAY 31, 2022

Biopharma companies’ pipelines are full of assets they source externally to access innovation. Four practices will help ensure their investments flourish at a time of fierce competition.

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