Optimizing Shareholder Communication & Engagement
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Explore our global network of ideal technology and consulting partners for every stage of your growth lifecycle.
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FEATURED
Accounting workflow automation and close management software
Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests.
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FEATURED
Cloud-based business management software
A single, fully integrated ERP that helps over 34,000 organizations streamline processes, improve visibility, and reduce IT costs.
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Audit, Risk & Compliance Unified Platform
Partner Advantage: Trusted by over 40% of the Fortune 500, AuditBoard is the leading cloud-based platform transforming audit, risk, and compliance management.
Advisory Consulting Services
Partner Advantage: Centri specializes in financial reporting, internal controls, valuation services, technical accounting research and strategic transaction and advisory services.
Non-Audit Accounting Advisory
Partner Advantage: The largest non-audit accounting advisory firm supporting Finance and Private Equity Sponsors with critical finance and accounting operations.
Shareholder Communications, PR and Website Services
Partner Advantage: Deliver and disclose important financial and material news to investors with the highly credible source of news distribution.
Specialized professional services in financial & accounting advisory
Partner Advantage: Specialized professional services firm providing advisory services with financial accounting and operations, digital solutions, IPO, and M&A services.
Specialized finance, operations, and technology services
Partner Advantage: CrossCountry Consulting creates and protects enterprise value through accounting and risk, tech-enabled transformation, and transaction solutions.
Connected Governance, Risk, Compliance, Audit & ESG tools
Partner Advantage: Diligent is a leading provider of modern governance solutions trusted by over 700,000 board members and leaders globally to drive success & control.
ESG Consulting & Research Institute
Partner Advantage: G&A Institute is focused on helping clients become leaders in corporate sustainability and responsibility, including the full range of ESG issues.
Compliance & Business Intelligence for Energy
Partner Advantage: HData is digitizing the entire regulated energy industry by automating critical analysis and enabling seamless compliance for energy companies.
Investor Communications Solutions
Partner Advantage: Simplify the proxy management process for brokers, corporate issuers, and funds.
End-to-end sustainability reporting software
Partner Advantage: A global brand for actionable ESG & climate strategies, governance excellence, simplified response management and progress communications.
Lease Management and Accounting Automation
Partner Advantage: Simplify and automate processes, from lease compliance, advanced fixed assets, and loan management to closing the books.
Technical Accounting, Valuation, Tax and Reporting Advisory
Partner Advantage: Opportune combines deep expertise and a sense of urgency to efficiently resolve clients’ potential complex financial reporting and SEC-related issues.
Sustainability management software for ESG data collection & tracking
Partner Advantage: Salesforce Net Zero Cloud is a sustainability management platform designed to help organizations manage their environmental footprint and track their progress to net zero.
Finance Automation: AP, Procurement, Expense Management
Partner Advantage: Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process.
15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem.
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webinar replay
IPO Readiness: Preparing for the Market Return
Watch NetSuite and DFIN IPO experts on how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process.
More findings, right this way
Case Study
How We Helped a Medical Technology Company Collaborate on Proxy Statements
Case Study
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting
White Paper
How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations
Resources
Government Virtual Data Rooms: Secure, Compliant Solutions for Government Agencies
Case Study
How We Helped a Global Investment Bank Drive Secure Collaborations & Data Sharing Worldwide
Blog
Top Cybersecurity Questions Answered: The Latest on Ransomware, AI, and Supply Chain Threats
| Dannie Combs
Audio Podcast
Proxy Statements: Addressing Boards’ AI and Cybersecurity Oversight and Looking to 2025
| Ron Schneider
