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(Click here for meetings with SEC officials)
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| Dec. 3, 2020 | Robert M. Tarola, CPA, CGMA, President, Right Advisory LLC |
| Jul. 23, 2020 | Roy T Van Brunt, Former Assistant Chief Accountant, OCA |
| May 26, 2020 | Andy Green, Managing Director of Economic Policy, Center for American Progress, et al |
| May 4, 2020 | Barbara Roper, Director of Investor Protection, Consumer Federation of America |
| Apr. 15, 2020 | Bonnie Stewart, Executive Director, Connecticut Society of CPAs |
| Mar. 17, 2020 | Steve Soter, National Advisor, SEC Professionals Group |
| Mar. 16, 2020 | Caspar Callerström, COO, Kim Henriksson, CFO, EQT AB |
| Mar. 16, 2020 | Martin A. Burns, Chief Industry Operations Officer,
Investment Company Institute; Thomas T. Kim, Managing Director, Independent Directors Council |
| Mar. 16, 2020 | Grant Thornton LLP |
| Mar. 16, 2020 | Tom Quaadman, Executive Vice President, U.S. Chamber of Commerce’s (“the Chamber”) Center for Capital Markets Competitiveness (“CCMC”) |
| Mar. 16, 2020 | Jason Mulvihill, Chief Operating Officer and General Counsel, American Investment Council |
| Mar. 16, 2020 | Andrew Cave, Head of Governance & Sustainability, Baillie Gifford & Co |
| Mar. 16, 2020 | Jeffrey P. Mahoney, General Counsel, The Council of Institutional Investors |
| Mar. 16, 2020 | Bill Parrett |
| Mar. 16, 2020 | Prat Bhatt, Chairman, Committee on Corporate Reporting, Financial Executives International |
| Mar. 16, 2020 | PricewaterhouseCoopers LLP |
| Mar. 16, 2020 | Brian S. Lynch, Chair, American Institute of Certified Public Accountants’ (AICPA) Professional Ethics Executive Committee (PEEC) |
| Mar. 16, 2020 | RSM US LLP |
| Mar. 16, 2020 | Crowe, LLP |
| Mar. 16, 2020 | Catherine Ide, Senior Managing Director of Professional Practice, Center for Audit Quality |
| Mar. 13, 2020 | KPMG LLP |
| Mar. 13, 2020 | Dennis E. Nixon, President, International Bancshares Corporation |
| Mar. 13, 2020 | Ernst and Young LLP |
| Mar. 13, 2020 | Ita M. Rahilly, President, New York State Society of Certified Public Accountants (NYSSCPA) |
| Mar. 12, 2020 | Edward B. Horahan |
| Mar. 10, 2020 | Charles E. Andrews, Audit Committee Chair – Washington Mutual Investors Fund Board Member and Advisor, MorganFranklin Consulting |
| Mar. 10, 2020 | BDO USA, LLP |
| Mar. 4, 2020 | Deloitte LLP |
| Feb. 25, 2020 | Laurie J. Tish, CPA, Chair, and Ken L. Bishop, President and CEO; National Association of State Boards of Accountancy |
| Feb. 21, 2020 | Scott Cosentine, CPA, Chair, and Genevra D. Knight, CPA, Vice Chair; Audit and Assurance Services Committee, Illinois CPA Society |
| Jan. 7, 2020 | Kent Vasquez |
Meetings with SEC Officials
(Click here for submitted comments from the public)
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| Oct. 6, 2020 | Memorandum from the Office of Commissioner Caroline Crenshawn regarding an October 2, 2020 meeting with representatives of Consumer Federation of America |
| Oct. 6, 2020 | Memorandum from the Office of Commissioner Caroline Crenshawn regarding an October 1, 2020 meeting with Lynn Turner |
| Jul. 8, 2020 | Memorandum from the Office of Commissioner Hester M. Peirce regarding a July 8, 2020 meeting with representatives of the American Investment Council |
| Jun. 19, 2020 | Memorandum from the Office of Chairman Clayton regarding a June 19, 2020 telephone conference with representatives of the American Investment Council |
| Jun. 16, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 16, 2020 regarding a telephone conversation with representatives of Ernst & Young |
| Jun. 16, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 16, 2020 regarding a telephone conversation with representatives of PricewaterhouseCoopers |
| Jun. 15, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 15, 2020 regarding a telephone conversation with a representative of Deloitte. |
| Jun. 12, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 12, 2020 regarding a telephone conversation with a representative of Grant Thornton |
| Jun. 12, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 12, 2020 regarding a telephone conversation with representatives of KPMG |
| Jun. 11, 2020 | Memorandum from the Office of the Chief Accountant regarding a June 11, 2020 regarding a telephone conversation with Partners of BDO |
