How to Prepare a “Glossy Annual Report”

One of the cooler parts of being a securities lawyer – are there any cool parts? – is assembling the glossy annual report. You get to work out your creative half.

At the 8:55 mark, our guests – Gibson Dunn’s Aaron Briggs and Mayer Brown’s Candace Jackson – tackle these queries:

1. Can you explain “filed” vs “furnished”?
2. What’s been your experience about who takes the lead on the glossy annual report?
3. Other than MD&A, how involved does a lawyer get with all the financial stuff? The numbers?
4. What’s the key to a good “Letter to Shareholders” in your opinion? What should be the goal of that?
5. How do you feel about all the other “feel good” stuff in a glossy annual report?
6. Have you ever seen a shareholder request a copy of the 10-K?

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