WEBINAR: SEC Reporting & Filing in the Trump Administration – JAN 26

Recently, there has been increased SEC guidance, scrutiny and enforcement surrounding reporting and disclosure requirements for public companies.  The SEC has, along with other actions, provided guidance to limit non-GAAP reporting, utilized disclosure to regulate social issues, from climate change to the use of conflict minerals, and adopting the final pay ratio disclosure rule.

  • Thursday, January 26, 2017  ~ 1:00 PM
  • REGISTER HERE Free, including CLE credit


The Trump administration has created a level of uncertainty surrounding how the SEC will look over the next four years.  Will the SEC continue its high level of scrutiny and enforcement in the same areas, or refocus?  Are the recently adopted rules likely to remain, and where reporting requirements change?  How should you advise your clients in preparing their filings and disclosures in this regulatory environment?


Join us for this 60-minute webinar, where our panelists will discuss the above questions, top considerations for advising your clients, and strategies for maintaining compliance in a landscape with potential to change drastically.

Educational Objectives:

  • Understand the current state of SEC reporting and disclosure requirements, and what might be likely to change
  • Learn about anticipated changes and developments to current regulations
  • Gain strategies and tactics to help your clients prepare for and maintain compliance with their SEC filings

Who would benefit most from attending this program?
Securities attorneys; practitioners advising companies of all sizes; CFOs at companies of all sizes; finance and accounting professionals.




Janie has substantial experience with a wide range of corporate finance, securities, corporate governance and mergers and acquisitions matters. She has represented public and private corporate, LLC and MLP issuers and their underwriters in a great variety of financing transactions from syndicated loan agreements to public and private offerings (including Rule 144A and ATM offerings) of debt and equity securities as well as hybrid securities, equity units, mandatorily convertible securities, convertible notes, junior subordinated notes and trust preferred securities. Her experience also includes equity self-tenders and other repurchases as well as liability management transactions such as tender and exchange offers and consent solicitations for outstanding debt securities.

Janie advises on securities disclosures for 1934 Act reports and proxy statements, and assists companies in engaging with shareholders and the SEC regarding shareholder proposals. Corporate governance matters in which she has been involved include advising boards of directors regarding fiduciary duties and conflicts of interest in mergers and acquisitions and other settings, proxy access bylaws, majority vote in director elections, shareholder-called special meetings and majority written consents. Her mergers and acquisitions experience includes stock and asset acquisitions and divestitures, public company mergers, spin-offs and MLP drop-downs. Janie has served on a number of nonprofit boards and been significantly involved in nonprofit activities, particularly involving independent schools and the arts.

Julie is a Partner in the National SEC Department in BDO’s New York office and is head of the firm’s Global Offerings and Support Services. She has more than 25 years of experience with accounting, financial reporting, auditing and business management.

Julie works extensively with BDO’s public clients and engagement teams to prepare SEC filings and resolve related accounting, reporting and SEC compliance issues. She also provides support to BDO Global firm clients on IFRS matters, private offerings and SEC filings. Julie also does technical writing and research and is co-author of the AICPA’s Guide to SEC Reporting and Annual Public Company Update: SEC, PCAOB, and AICPA Developments. Julie teaches and speaks in the US and around the globe on topics including SEC and PCAOB rules and regulations, US GAAP and IFRS. She also leads BDO’s XBRL Services team in performing AUP’s and other XBRL consulting services.

Prior to joining BDO, Julie worked in the public sector as Assistant to the Controller for Teligent, Inc., helping the company with its initial IPO filing and external financial reporting as well as working on acquisitions and mergers. Additionally, Julie served as Finance Director at Gannett Co., Inc., where she led the financial reporting department in the areas of consolidation accounting, SEC reporting and mergers and acquisitions. Julie began her career with KPMG in Rochester, New York.

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