| Program |
Date of Program |
Credits Awarded |
| 2016 National Conference, Colorado Springs, CO |
June 22-25, 2016 |
13.75, including 1.5 ethics*
*ethics credit applies only if you attended the Saturday, June 25 post conference ethics workshop
|
| 2016 Essentials, Orlando, FL |
January 27-29 |
19.25 |
| 2015 Delaware Law Issues Update |
November 18-19 |
9.25 including 2.0 ethics |
| 2015 Western Regional, Seattle, WA |
October 8-9, 2015 |
6.6 |
| 2015 Essentials Express, Seattle, WA |
October 7-8, 2015 |
10.25 |
| 2015 National Conference, Chicago, IL |
June 24-27 |
11.25 |
| 2015 National Conference, Chicago, IL, Ethics I, II, III |
June 24-27 |
4.75 |
| 2015 Essentials |
January 28-30 |
16.6 |
| 2014 Delaware Law Issues Update |
November 19-20 |
8.25 |
| 2014 National Conference, The Westin Copley Place Hotel, Boston, MA |
June 25-28, 2014 |
11.25, including 1.25 ethics |
| 2014 Ethics Workshop, The Westin Copley Place Hotel, Boston, MA |
June 25, 2014 |
3.0 ethics |
| A Price Worth Paying Workshop, The Westin Copley Place Hotel, Boston, MA |
June 25, 2014 |
1.5 |
| 2013 Delaware Law Issues Update |
November 20-21, 2013 |
7.5 |
| Mini-Essentials Seminar, Omni Interlocken Hotel, Broomfield, CO |
September 18-19, 2013 |
10.0 |
| 67th National Conference, Seattle Sheraton Hotel, Seattle, WA |
July 10-13, 2013 |
14.3 |
| 2013 Mock Proxy Battle, Seattle Sheraton Hotel, Seattle, WA |
July 10, 2013 |
3.0 |
| 2013 Ethics Workshop: Reasonably Stubborn, Seattle Sheraton Hotel, Seattle, WA |
July 10, 2013 |
3.0 ethics |
| Essentials Seminar, Disney's BoardWalk Inn, Orlando, FL |
January 30 - February 1, 2013 |
16.5 |
| Essentials Seminar, W Hotel, Chicago, IL |
November 14-15, 2012 |
9.5 |
| 2012 Western Regional Fall Conference, The Claremont Hotel, Berkeley, CA |
November 8-9, 2012 |
5.0 |
| Essentials Seminar, The Claremont Hotel, Berkeley, CA |
November 7-8, 2012 |
9.5 |
| 2012 Regional Fall Conference, Time Warner Center, New York, NY |
October 18-19, 2012 |
9.75 |
| 2012 Southeastern Chapter Annual Meeting, Atlanta Botanical Garden, Atlanta, GA |
September 21, 2012 |
6.5 |
| 66th National Conference, JW Marriott Hotel, Washington, DC |
July 11-14, 2012 |
9.5 |
| Ethics Workshop, JW Marriott Hotel, Washington, DC |
July 11, 2012 |
3.0 ethics |
| Southern California Chapter Meeting, McCormick & Schmick's, Los Angeles, CA |
February 8, 2012 |
1.0 |
| Essentials of the Corporate Secretarial Function, Disney's BoardWalk Inn, Orlando, FL |
February 1-3, 2012 |
16.75 |
| 2011 Regional Fall Conference, Time Warner Center, New York, NY |
October 13-14, 2011 |
10.5 |
| 2011 Western Regional Fall Conference, Balboa Bay Club, Newport Beach, CA |
September 15-16, 2011 |
9.0 |
| Essentials: A Crash Course for the Corporate Secretary, Balboa Bay Club, Newport Beach, CA |
September 14, 2011 |
6.5 |
| Ethics Workshop, The Broadmoor, Colorado Springs, CO |
June 25, 2011 |
3.0 ethics |
| 65th National Conference, The Broadmoor, Colorado Springs, CO |
June 22-25, 2011 |
10.25 |
| Southern California Chapter Meeting - Serving on Non-Profit Board, McCormick & Schmick's Restaurant, Los Angeles, CA |
March 30, 2011 |
1.5 |
| Essentials of the Corporate Secretarial Function, Disney's BoardWalk Inn, Orlando, FL |
January 26-28, 2011 |
19.0 |
| Southern California Chapter Meeting - The Dodd-Frank Act and the New Face of Corporate Governance, City Club, Los Angeles, CA |
November 17, 2010 |
1.0 |
| 2010 Regional Fall Conference, Time Warner Center, New York, NY |
September 29 - October 1, 2010 |
10.25 |
| 2010 Western Regional Fall Conference, Intercontinental Mark Hopkins, San Francisco, CA |
September 15-17, 2010 |
10.75 |
| 64th National Conference, Sheraton Hotel & Towers, Chicago, IL |
July 7-11, 2010 |
15.5 |
| Ethics Workshop, Sheraton Hotel & Towers, Chicago, IL |
July 7, 2010 |
3.0 ethics |
| Essentials Seminar, Disney's Grand Floridian, Orlando, FL |
January 27-29, 2010 |
19.25 |
| Issues Update 2009 Webinar, Webcast from New York, NY |
November 12, 2009 |
4.25 |
| Los Angeles Chapter Meeting - The End of the Routine Annual Meeting, Walt Disney Company, Burbank, CA |
July 21, 2009 |
1.5 |
| 63rd National Conference, Hotel Del Coronado, San Diego, CA |
June 24-28, 2009 |
17.25 |
| Ethics Workshop, Hotel Del Coronado, San Diego, CA |
June 24, 2009 |
3.0 ethics |
| Northern California Chapter Meeting - Recent Changes to Delaware Corporate Law Proposed Changes to NYSE Rule 452, Gap Inc., San Francisco, CA |
June 3, 2009 |
1.5 |
| Essentials Seminar, Arizona Grand Resort, Phoenix, AZ |
January 28-30, 2009 |
19.25 |
| Issues Update 2008, Grand Hyatt New York, New York, NY |
November 13, 2008 |
6.25 |
| 2008 Western Regional Fall Conference, Argonaut Hotel, San Francisco, CA |
September 17-19, 2008 |
8.5 |
| 62nd National Conference, Boca Raton Resort & Club, Boca Raton, FL |
June 25-29, 2008 |
16.75 |
| Ethics, Law & Corporate Governance, Boca Raton Resort & Club, Boca Raton, FL |
June 25, 2008 |
3.0 ethics |
| Northern California Chapter Meeting - Best Practices with Insights from a Securities Litigator, Morrison & Foerster LLP, San Francisco, CA |
May 7, 2008 |
1.5 |
| Northern California Chapter Meeting - Subsidiary Governance, Gap, Inc., San Francisco, CA |
April 9, 2008 |
1.5 |
| Los Angeles Chapter Meeting - How Does "Notice & Access" Really Work?, City Club, Los Angeles, CA |
April 9, 2008 |
1.0 |
| Northern California Chapter Meeting - The Proxy Advisory Services Industry, Jones Day, San Francisco, CA |
March 12, 2008 |
1.0 |
| Essentials of the Corporate Secretarial Function, Disney's BoardWalk Resort, Orlando, FL |
January 30 - February 1, 2008 |
19.25 |
| Northern California Chapter Meeting - 2008 Proxy Season - Tackling Your Executive Compensation Disclosure, Fenwick & West, San Francisco, CA |
December 12, 2007 |
2.0 |
| Issues Update 2007, Grand Hyatt New York, New York, NY |
November 29, 2007 |
5.75 |
| 2007 Joint Regional Fall Conference, Hyatt Regency, Huntington Beach, CA |
September 19-21, 2007 |
9.0 |
| 61st National Conference, The Broadmoor, Colorado Springs, CO |
June 27 - July 1, 2007 |
15.25 |
| The Meaning & Practice of Ethics, The Broadmoor, Colorado Springs, CO |
June 27, 2007 |
3.0 ethics |
| Los Angeles Chapter Meeting - Compliance with the Final Regulations Under Section 409A, The Belamar Hotel, Manhattan Beach, CA |
May 21, 2007 |
1.0 |
| Northern California Chapter Meeting - SEC's E-Proxy Rules, Gap Inc., San Francisco, CA |
May 3, 2007 |
2.0 |
| Los Angeles Chapter Meeting - Impact of the McNulty Memorandum, California Club, Los Angeles, CA |
April, 4, 2007 |
1.0 |
| Northern California Chapter Meeting - 2007 Proxy Season Issues, Jones Day, San Francisco, CA |
February 1, 2007 |
1.5 |
| Essentials of the Corporate Secretarial Function, Disney's BoardWalk Resort, Orlando, FL |
January 24-26, 2007 |
18.75 |
| Issues Update 2006, Grand Hyatt Hotel, New York, NY |
November 30, 2006 |
6.5 |
| 2006 Chicago Chapter Fall Conference, University Club, Chicago, IL |
October 5, 2006 |
6.75 |
| 2006 Western Regional Fall Conference, Microsoft Conference Center, Bellevue, WA |
September 14-16, 2006 |
8.50 |
| 60th National Conference, The Loews Philadelphia Hotel, Philadelphia, PA |
June 28-July 2, 2006 |
15.75 |
| Ethics and the Law, The Loews Philadelphia Hotel, Philadelphia, PA |
June 28, 2006 |
3.0 ethics |
| Northern California Chapter Meeting - Highlights of the 2006 Proxy Season, The Bankers' Club, San Francisco, CA |
June 14, 2006 |
1.0 |
| 2006 Southeastern Chapter Annual Meeting, Hilton Oceanfront Resort, Hilton Head, SC |
May 18-21, 2006 |
5.0 |
| Los Angeles Chapter Meeting - Safeguarding Shareholder & Customer Privacy, California Club, Los Angeles, CA |
May 18, 2006 |
1.0 |
| Los Angeles Chapter Meeting - Current Issues & Trends for the 2006 Proxy Season, California Club, Los Angeles, CA |
February 21, 2006 |
1.0 |
| Essentials of the Corporate Secretarial Function & Beyond, Wyndham Phoenix Hotel, Phoenix, AZ |
January 25-27, 2006 |
19.50 |
| 2005 Joint Regional Fall Conference, Hotel du Pont, Wilmington, DE |
September 29-30, 2005 |
11.25 |
| 2005 Western Regional Fall Conference, St. Julien Hotel, Boulder, CO |
September 15-17, 2005 |
9.25, including 1.25 ethics |
| Supporting Ethical Behavior in Corporations, The Westin Century Plaza Hotel, Los Angeles, CA |
June 22, 2005 |
3.0 ethics |
| 59th National Conference, The Westin Century Plaza Hotel, Los Angeles, CA |
June 22-26, 2005 |
14.5 |
| Essentials of the Corporate Secretarial Function, The Westin Century Plaza Hotel, Los Angeles, CA |
June 21, 2005 |
5.75 |
| Los Angeles Chapter Meeting - Director Education Programs for Public Company Directors, California Club, Los Angeles, CA |
May 24, 2005 |
1.0 |
| 2005 Southeastern Chapter Annual Meeting, Hilton Oceanfront Resort, Hilton Head, SC |
May 12-15, 2005 |
5.40 |
| Los Angeles Chapter Meeting - Insider Trading Regulation & Prevention, California Club, Los Angeles, CA |
April 21, 2005 |
1.0 |
| Los Angeles Chapter Meeting - Remarks by SEC Associate Director Rosalind Tyson, California Club, Los Angeles, CA |
March 1, 2005 |
1.0 |
| Essentials of the Corporate Secretarial Function, Disney's Grand Floridian Resort & Spa, Orlando, FL |
January 27-28, 2005 |
11.50 |
| Northern California Chapter Meeting - The Research & Analysis Process: Evaluating Corporate Integrity & Financial Transparency of Public Companies, The Bankers' Club, San Francisco, CA |
October 20, 2004 |
1.0 |
| Los Angeles Chapter Meeting - Director Recruitment & Retention 2004, California Club, Los Angeles, CA |
May 25, 2004 |
1.0 |
| Northern California Chapter Meeting - Recent SEC Developments & Enforcement Issues, The Bankers' Club, San Francisco, CA |
May 19, 2004 |
1.0 |
| Northern California Chapter Meeting - Investor Relations, The Bankers' Club, San Francisco, CA |
April 13, 2004 |
1.0 |
| Los Angeles Chapter Meeting - Recent Developments in Executive & Director Compensation, California Club, Los Angeles, CA |
April 22, 2004 |
1.0 |
| Sarbanes-Oxley Section 404 & Internal Controls, Omaha, NE or via teleconference & webcast |
March 18, 2004 |
1.0 |
| Essentials of the Corporate Secretarial Function, Hilton Scottsdale Resort, Scottsdale, AZ |
January 29-30, 2004 |
11.5 |
| Los Angeles Chapter Meeting - SEC Commissioner Atkins on Significant Issues Currently the Focus of the Commission, California Club, Los Angeles, CA |
January 27, 2004 |
1.0 |
| Northern California Chapter Meeting - Update from Institutional Shareholder Services, The Bankers' Club, San Francisco, CA |
January 13, 2004 |
1.0 |
| Northern California Chapter Meeting - 2004 Proxy Season – The Institutional Investor's Perspective, The Bankers' Club, San Francisco, CA |
December 2, 2003 |
1.0 |
| Los Angeles Chapter Meeting - SEC Proposals on Director Nomination and Election Procedures, California Club, Los Angeles, CA |
December 2, 2003 |
1.0 |
| Northern California Chapter Meeting - Shareholders Get More Post-Enron, The Bankers' Club, San Francisco, CA |
October 15, 2003 |
1.0 |
| 57th National Conference, The Grand America Hotel, Salt Lake City, UT |
June 25-29, 2003 |
15.0 |
| Ethics and the Law Workshop, The Grand America Hotel, Salt Lake City, UT |
June 25, 2003 |
3.0 ethics |
| Los Angeles Chapter Meeting - The Buck Stops in the Boardroom, California Club, Los Angeles, CA |
June 5, 2003 |
1.0 |
| Northern California Chapter Meeting - The Last Six Months at the SEC, The Bankers' Club, San Francisco, CA |
May 15, 2003 |
1.0 |
| Northern California Chapter Meeting - Irreversible Changes in Investor Relations, Corporate Governance & Securities Markets, The Bankers' Club, San Francisco, CA |
April 8, 2003 |
1.0 |
| Essentials of the Corporate Secretarial Function, Radisson Hotel Orlando, Orlando, FL |
January 30-31, 2003 |
11.5 |
| Los Angeles Chapter Meeting - Updates from the SEC, California Club, Los Angeles, CA |
January 30, 2003 |
1.0 |
| Panel Discussion on Proxy Mechanics, The Bankers' Club, San Francisco, CA |
January 15, 2003 |
1.5 |
| Northern California Chapter Meeting - Corporate Governance Quotient, The Bankers' Club, San Francisco, CA |
November 12, 2002 |
1.0 |
| Northern California Chapter Meeting - Corporate Governance Quotient, Gray Cary, Palo Alto, CA |
November 11, 2002 |
1.0 |
| Los Angeles Chapter Meeting - Planning For Your 2003 Annual Meeting, Team Disney Building, Burbank, CA |
November 4, 2002 |
1.0 |
| New NYSE & Nasdaq Corporate Governance Standards, The Bankers Club, San Francisco, CA |
October 16, 2002 |
1.0 |
| Los Angeles Chapter Meeting - Board of Directors - 2002 and Beyond, California Club, Los Angeles, CA |
June 24, 2002 |
1.0 |
| San Francisco Chapter Meeting - Current Proxy Season, Corporate Governance and the Post-Enron Environment, Gray Cary Ware Freidenrich LLP, Palo Alto, CA |
May 24, 2002 |
1.0 |
| San Francisco Chapter Meeting - Current Proxy Season, Corporate Governance and the Post-Enron Environment, The Bankers' Club, San Francisco, CA |
May 15, 2002 |
1.0 |
| San Francisco Chapter Meeting & NIRI Breakfast Meeting, The Bankers' Club, San Francisco, CA |
April 16, 2002 |
1.0 |
| Los Angeles Chapter Meeting - Working with ISS During the 2002 Proxy Season, California Club, Los Angeles, CA |
March 20, 2002 |
1.0 |
| Essentials of the Corporate Secretarial Function, Hyatt Regency, Phoenix, AZ |
January 31-February 1, 2002 |
11.25 |
| Los Angeles Chapter Meeting - 2002 Proxy Statements & Annual Meeting Updates, California Club, CA |
January 30, 2002 |
1.0 |
| San Francisco Chapter Meeting - New Changes in the World of D&O Insurance, Bankers' Club, San Francisco, CA |
January 16, 2002 |
1.0 |
| Los Angeles Chapter Meeting - Maximizing the Contribution Potential of Board Members, Universal City Hilton, Universal City, CA |
December, 5, 2001 |
1.0 |
| Issues Update 2001, The Grand Hyatt Hotel, New York, NY |
November 15, 2001 |
6.75 |
| San Francisco Chapter Meeting - Current SEC Issues, The Bankers' Club, San Francisco, CA |
November 14, 2001 |
1.0 |
| Western Regional Fall Conference, Hyatt at Fisherman's Wharf, San Francisco, CA |
October 4-6, 2001 |
9.25
1.0 ethics
1.25 emotional distress |
| 55th National Conference, The Broadmoor, Colorado Springs, CO |
June 27-July1, 2001 |
12.5 |
| Ethics and the Law Workshop, The Broadmoor, Colorado Springs, CO |
June 27, 2001 |
2.75 ethics |
| San Francisco Chapter Meeting, Real Consequences of New Disclosure Products, Bankers Club, San Francisco, CA |
April 10, 2001 |
1.0 |
| San Francisco Chapter Meeting, Bankers Club, San Francisco, CA |
March 21, 2001 |
1.0 |
| San Francisco Chapter Meeting - Current SEC Issues, The World Trade Club, San Francisco, CA |
January 17, 2001 |
1.0 |
| Issues Update 2000, The Grand Hyatt Hotel, New York, NY |
November 16-17, 2000 |
9.25 |
| Essentials of the Corporate Secretarial Function, Omni Interlocken Resort, Broomfield (Denver), CO |
October 26-27, 2000 |
11.25 |
| Regional Fall Conference, Westin Mission Hills Resort, Rancho Mirage, CA |
September 21-23, 2000 |
7.25 |
| 54th National Conference, Fairmont Hotel, San Francisco, CA |
June 28- July 2, 2000 |
9.8 |
| Ethics and the Law Workshop, Fairmont Hotel, San Francisco, CA |
June 28, 2000 |
2.75 |
| Beyond the Basics, Hyatt Regency Pier 66, Ft. Lauderdale, FL |
March 23-24, 2000 |
8.5 |
| Essentials of the Corporate Secretarial Function, Omni Royal Orleans Hotel, New Orleans, LA |
January 27-28, 2000 |
11.75 |
| Issues Update 1999, Swissotel-The Watergate, Washington, DC |
November 18-19, 1999 |
9.75 |
| Essentials of the Corporate Secretarial Function, Radisson Plaza Hotel, Minneapolis, MN |
October 28-29, 1999 |
11.75 |
| Regional Dallas Chapter Fall Conference, El Dorado Hotel, Santa Fe, NM |
October 7-10, 1999 |
9.25 |
| Western Chapters Fall Conference, Coeur d'Alene Resort, Coeur d'Alene, ID |
September 30, October 2, 1999 |
7.5 |
| 53rd National Conference, The Greenbrier, White Sulphur Springs, WV |
June 23-27, 1999 |
13.25 |
| Ethics Workshop, The Greenbrier, White Sulphur Springs, WV |
June 23, 1999 |
2.75 ethics |
| 52nd National Conference, The Hotel del Coronado, San Diego, CA |
June 24-28, 1998 |
12.25 general, 2.75 ethics |
| Beyond the Basics, The Fairmont Hotel, San Francisco, CA |
March 19-20, 1998 |
9.25, of which 1.50 are ethics |
| Essentials of the Corporate Secretarial Function, Sheraton Crescent Hotel, Phoenix, AZ |
January 22-23, 1998 |
11.75 |
| 51st National Conference, The Westin Hotel - Copley Place, Boston, MA |
July 9-13, 1997 |
12.0 |
| Essentials of the Corporate Secretarial Function, The Westin Hotel - Copley Place, Boston, MA |
July 9, 1997 |
5.0 |
| Essentials of the Corporate Secretarial Function, Omni Houston Hotel, Houston, TX |
January 16-17, 1997 |
11.75 |
| Essentials of the Corporate Secretarial Function, Loews L'Enfant Plaza Hotel, Washington, DC |
October 31-Nov 1, 1996 |
11.75 |
| 1996 National Conference, The Seattle Westin Hotel, Seattle, WA |
June 26-30, 1996 |
15.75 |
| Mini Essentials, The Westin Hotel - Seattle, Seattle, WA |
June 26, 1996 |
5.5 |
| Essentials of the Corporate Secretarial Function, Hotel Inter-Continental in LA, Los Angeles, CA |
January 18-19, 1995 |
11.25 |
| Essentials of the Corporate Secretarial Function, The Westin Hotel - Cincinnati, Cincinnati, Ohio |
October 23-24, 1995 |
11.25 |
| 49th National Conference, The Greenbrier, White Sulphur Springs, WV (note: this includes the mini Essentials as well as the conference) |
June 28-July 2, 1995 |
16.75 (11.50 conf, 5.25 mini, no ethics) |
| Essentials of the Corporate Secretarial Function, San Francisco, CA |
January 19-20, 1995 |
11.25 |