Artificial intelligence and AI tools are revolutionizing industries, including the financial industry. Every day, it seems as if a new AI tool is announced that promises to streamline and simplify, so business can move at a faster pace. While technologies are still in development, there are clear benefits to using AI in the finance industry. Organizations that understand the power of AI for financial reporting, including the outlook for the future, can identify and implement the right solutions.

STAAR Surgical was successfully using ActiveDisclosure for financial reporting and SEC filing, and greatly benefited from the easy-to use and time-saving collaboration it enabled among its financial team. They wanted to experience similar benefits during their proxy disclosure projects involving legal staff, financial staff and others. 

As Opera continues to grow and its finance and reporting team is facing an ever-expanding scope of responsibilities and tight deadlines, they needed a future-proof software solution for SEC filings and ESG reporting.

Every year in connection with the annual shareholder meeting, and sometimes more often in the case of a special meeting, public companies must file a proxy statement. Proxy statements outline various plans for the company to shareholders, from the election of directors, to pay for executives, approval or amendment of equity plans, and even shareholder-sponsored proposals should any be received. The proxy is a requirement for any company with public securities and must be filed with the Securities and Exchange Commission as proscribed in SEC Form DEF 14A.

The Compensation Discussion and Analysis (CD&A) section is one of the most important parts of the proxy statements that public companies must file with the Securities and Exchange Commission. It provides a detailed narrative that outlines how executive compensation decisions are made and describes how these decisions align with shareholder interests.

The Corporate Sustainability Reporting Directive (CSRD) is a new European Union regulation that requires companies to provide more detailed reports on their environmental, social and governance (ESG) practices.

Singapore-based Hummingbird Bioscience is a rapidly expanding biotechnology firm, a key strategic initiative for the organization is to establish a comprehensive financial reporting framework to effectively support the company's growth objectives.

Having assessed various solutions, DFIN’s ActiveDisclosure stood out with the most straightforward onboarding process owing to its proprietary connectivity features with Microsoft Office applications, which syncs seamlessly with the team’s daily use of Microsoft Word and Excel.

Discover how DFIN helped American Outdoor Brands develop highly stylized proxy statements focused on better amplifying their company story and defining what sets their company apart. 

“ActiveDisclosure gives us the flexibility of doing a lot of the work on our own and then using DFIN proxy statement experts to make everything look amazing.” 
Douglas Brown 
Chief Counsel and Corporate Secretary at American Outdoor Brands

What is an F-6 form? Publicly traded companies are legally required to file many kinds of documents with the Securities and Exchange Commission, including in certain conditions the F-6. Learn when the SEC Form F-6 is needed, what it means and how to file easily.

What Is SEC Form F-6?

In his new SecurityInfoWatch article, Craig Clay discusses the exponential growth in cyberthreats and how a partnership between the CEO and CISO holds the key to defeating those threats. Working together, they can master two essential components of an effective cybersecurity strategy, data management and risk mitigation, to defend the company’s critical assets.