Writing a Great MD&A

Toronto, Ontario · June 5, 2019
8:00 - 9:00 Registration and Continental Breakfast

9:00 - 9:15
Welcome and Opening Remarks
9:15 - 10:15
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 audiences: divergent self-interests and scrutiny from shareholders, "sell side" financial analysts, bankers, special interest groups and the public at large
  • Shareholder value levers
  • Leveraging risk and capital management, good governance, conduct and ethics
  • Governance and regulatory expectations
10:15 - 10:30        Networking Break

10:30 - 11:30
MD&A Best Practices
Leon Bloom, Consultant, Deloitte
  • Understanding and developing effective processes
  • Importance of content over form
  • Benefits of using plain language
  • Maximizing the effectiveness of regulator and client comments on MD&A
  • Monitoring the ongoing assessment of existing disclosures
  • Clear financial statement implications
11:30 - 12:30
COSO ERM Framework: Enterprise Risk Management - Integrating with Strategy and Performance
Eric Anastacio, Senior Consultant, IT Governance, Risk and Controls, CIBC
  • Explore the best practices for an effective MD&A writing
  • Answer the questions and challenges when drafting the quarterly MD&A
  • Learn techniques to balance regulatory requirements, investor perspectives and the company’s best interest
  • Explore how to align the MD&A with the competitors
  • Discuss how to convert negative financial data to competitive advantage
12:30 - 1:30 Luncheon Break

1:30 - 2:30
Regulatory Updates for 2019
Eric Anastacio, Senior Consultant, IT Governance, Risk and Controls, CIBC
  • 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
Eric Anastacio, Senior Consultant, IT Governance, Risk and Controls, CIBC
  • 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 End of Program

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