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Preparing for the 2020 Reporting Season

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Posted by Douglas Schnell, Lisa Stimmell, Jose Macias, Wilson Sonsini Goodrich & Rosati, on Thursday, December 26, 2019
Editor's Note:

Douglas Schnell, Lisa Stimmell, and Jose Macias are partners at Wilson Sonsini Goodrich & Rosati. This post is based on a Wilson Sonsini memorandum by Mr. Schnell, Ms. Stimmell, Mr. Macias, John Aguirre, and Courtney Mathes.

With the 2020 reporting season just around the corner, there are several compliance “musts” to focus on, as well as items that can be addressed in the remainder of 2019 to make 2020 a little easier.

Several broader themes from prior years will continue into the 2020 proxy season, together with some new areas of focus and new rules that will be applicable for Annual Reports on Form 10-K and proxy statements filed in 2020. Several themes that have emerged over the past several reporting cycles—including an increased focus on effective disclosure and analysis in the Form 10-K and proxy statement, as well as the ongoing need for effective shareholder engagement—will continue into 2020.

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