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Writing a Great MD&A

Vancouver, British Columbia · November 27, 2019
   
 
8:00 - 9:00 Registration and Continental Breakfast

 
9:00 - 9:15
Welcome and Opening Remarks
Leon Bloom, Consultant, Deloitte
   
9:15 - 10:15
Writing an MD&A - Don’t Make a Mess of It!
Norman Baldwin, Managing Partner, DDR Brasil Risk Consulting
  • More than a compliance requirement, it's a powerful IR tool
  • Who reads it and why?
  • Inherent risks, and how to avoid them
  • The warts and all approach
  • Plain English mini workshop
 
10:15 - 10:30        Networking Break

 
10:30 - 11:30
Leveraging MD&A for Shareholder Value and in Response to Wider Scrutiny
Leon Bloom, Consultant, Deloitte
  • MD&A and shareholder objectives
  • Why should management develop a 'great' MD&A?
  • MD&A stakeholders, interested parties and divergent self-interests
  • Shareholder value levers
  • Leveraging risk and capital management, good governance, conduct and reputation
  • Governance and regulatory expectations
 
11:30 - 12:30
MD&A Leading Practices
Leon Bloom, Consultant, Deloitte
  • Understanding and developing effective processes for MD&A
  • Importance of content over form
  • Benefits of using plain language
  • Maximizing the effectiveness of regulator and client comments on MD&A
  • Monitoring and ongoing assessment, refinement and enhancement of existing disclosures
  • Clear financial statement implications
 
12:30 - 1:30 Luncheon Break

 
1:30 - 2:30
Regulatory Updates for 2019
  • Explore the key regulatory updates
  • Understand the six key disclosure principles and the five key elements in the disclosures framework
  • Apply the enhancements to MD&A reporting, the interim reporting considerations and the timeliness of disclosures
  • Explore quantitative and qualitative elements
  • Draft an MD&A that meets all regulatory requirements
 
2:30 - 2:45        Networking Break

 
2:45 - 3:45
MD&A Case Studies
  • Perform a critical analysis on a number of case studies
  • Explore industry leaders successes and failures in complying with regulatory obligations
  • Explore techniques on providing reliable and timely information
  • Capitalize on the insights of industry peers
  • Learn how to critically analyze a competitor’s MD&A
 
3:45 Closing Remarks from the Chair

 
 
   
 
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