Stephen O’Byrne
President | Shareholder Value Advisors Inc.
Jared Rosamilia
Senior Associate | ClearBridge Compensation GroupMastering the SEC’s Pay vs. Performance Rule: Essential Guidance for Companies and Investors | Live Webinar
Webinar Date: Tuesday, July 1, 2025, from 12:00 PM to 1:00 PM ET | On-Demand 24 hrs Later
The SEC’s Pay vs. Performance (PvP) rule marks a significant development in executive compensation disclosure, requiring public companies to clearly outline the link between compensation paid to executives and the financial performance of the company. This rule presents both technical challenges and strategic opportunities for companies aiming to align pay practices with shareholder expectations.
Join Stephen O’Byrne, Shareholder at Value Advisors Inc., and Jared Rosamilia, Senior Associate at ClearBridge Compensation Group, as they provide a deep dive into the regulatory framework, technical requirements, and practical implications of PvP disclosures. Attendees will gain valuable insights into how these disclosures can be leveraged to evaluate incentive strength, improve compensation design, and strengthen shareholder engagement.
Key Topics:
- Regulatory background and key technical elements of the SEC’s Pay vs. Performance rule
- Overview of key components and structure of the new PvP disclosures
- Using PvP disclosures to measure incentive strength and assess executive pay effectiveness
- What PvP disclosures reveal about compensation practices across 1,100 public companies
- How companies can use PvP data to enhance pay design and support Say on Pay initiatives
Learning Objectives:
- Understand the regulatory background and technical requirements of the SEC’s Pay vs. Performance (PvP) disclosure rules.
- Identify and explain the key components and intended outcomes of the new PvP rules.
- Analyze how PvP disclosures can be utilized to evaluate incentive strength and assess the alignment between executive pay and performance.
- Apply insights from PvP disclosures to enhance executive pay design and inform Say and Pay voting decisions.
Agenda:
SEGMENT 1:
Jared Rosamilia, Senior Associate, ClearBridge Compensation Group
- Regulatory background and key technical aspects of the Pay vs. Performance disclosure
SEGMENT 2:
Stephen O’Byrne, President Shareholder, Value Advisors Inc.
- The New PvP Rules: An Overview of Key Components
- How the PvP Disclosures Can Be Used to Measure Incentive Strength and Other Key Dimensions of Executive Pay
- What the PvP Disclosures Tell Us About Pay for Performance at 1,100 Public Companies
- How PvP Disclosures Can Be Used to Improve Pay Design and Say on Pay Voting
Who Should Attend:
- Corporate Lawyers
- General Counsel
- C-Suite Executives
- Board Members and Directors
- Financial Advisors & Consultants
- Investment Professionals
CLE Credit:
Course Level: Intermediate | Advance Preparation: Print and review course materials
Method of Presentation: Live Webinar; Group-Internet Based| Prerequisite: General knowledge of executive compensation/securities laws
Course Code: 1411425 | Total Credits: 1.0
CPE Credit:
1.0 CPE (Not eligible for QAS (On-demand) CPE credit)
CLE Credit:
CA CLE 1.00 General – Approved Until: 07/01/2027
PA CLE 1.00 General – Approved Until: 07/01/2027
VT CLE 1.00 General – Approved Until: 12/31/2026
NJ CLE 1.00 General – Credits through Reciprocity
NY CLE 1.00 Areas of Professional Practice – Credits through Reciprocity
AR CLE 1.00 General – Credits through Reciprocity
CT CLE 1.00 General – Credits through Reciprocity
NH CLE 1.00 General – Meets the requirements of NH Supreme Court Rule 53
MO CLE 1.00 General – Approved Until: 07/01/2025
Pending CLE Application: MS, GA, TN, WI
Self-Apply: AL, CO, DE, FL, ID, IL, IN, IO, KS, KY, LA, NC, ME, MN, MT, NE, NV, NM, ND, OH, OK, OR, SC, TX, UT, VA, WA, WV, WY
If you’d like us to apply for CLE, you may opt to pay the CLE processing fee here.
No MCLE Requirements: DC, MD, MA, MI, SD
Not Eligible for CLE: AK, AZ, HA
Instructions for Participating the Live Webinar
-
- Please Register for the course by clicking the "take the course: button if you have not already registered.
- Check Your Email – 24 hours before the webinar, you will receive an email with all necessary instructions, including access details and course materials. This information will also be posted here in this window when it is available.
- Download Course Materials – Course materials will be available for download **24-48 hours before** the live webinar. Be sure to review them in advance. The Link to download is available by clicking the lesson tab.
- Join the Webinar – Follow the instructions in the email to access the live broadcast at the scheduled time.
- Note the Secret Words – During the webinar, secret words will be announced periodically. Please write them down.
- Take the Quiz – After the webinar, click on the quiz link below and enter the secret words to complete the quiz.
- Print Your Certificate – Upon completing the quiz, you will be able to print your Certificate of Attendance, which includes instructions on how to obtain CLE, CPE, or other applicable credits for the course.
- On-Demand Access – The on-demand version of this course will be available 24-48 hours after the live webinar. If you miss the live presentation or need to review the content, you will have access to the on-demand version as an enrolled student. To access on-demand content, click the lesson and follow the instructions.
- Support: If you have any questions, please refer to the email instructions or contact support: support@theknowledgegroup.zohodesk.com.