Cybersecurity is an increasingly critical focus for the U.S. Securities and Exchange Commission (SEC) as cyber threats become more sophisticated and frequent. Public companies face growing pressure to disclose cyber risks and incidents transparently, ensuring investors are well-informed about potential vulnerabilities.

Presenting a financial report to leadership goes beyond numbers—it's about crafting a clear, compelling story that drives decision-making and aligns with business goals. This is your chance to shape strategy, highlight risks, and showcase company performance. Leadership teams seek focused insights, explained simply and purposefully.

This guide will help you prepare, structure, and deliver effective financial report presentations that resonate with leadership, emphasize key points, and inspire confident, informed action.

Kodak, a leading global manufacturer, faced financial reporting issues with an alternate vendor, including poor platform design, slow customer service, and missing roll forward features. 

Returning to ActiveDisclosure and leveraging DFIN’s market-leading SEC expertise, Kodak resolved these issues, streamlined efforts, and reduced reporting workloads by 25%, freeing up time for more strategic work.

The initial public offering (IPO) process includes a long list of responsibilities, and filing several disclosure forms is among the most important. Determining which documents to provide and assembling the information can take a significant amount of time. Among the disclosure forms that corporations must file is SEC Form 424. This form provides information about the offering for investors to review and use to decide whether to buy shares.

Broadly, investors are divided into two categories: retail and institutional. Retail investors are typically single investors making their own decisions, while institutional investors make investment decisions on behalf of a larger group. When smaller investors put money into an institution, they need to know where that money goes and its overall performance. To increase transparency in the management of institutional investments, the U.S. Securities and Exchange Commission requires certain filings, including SEC Form 13F.

Overview: UKSEF and the Future of Digital Financial Reporting in the UK

In 2025, the UK Single Electronic Format (UKSEF) is redefining how UK-listed companies prepare and submit their Annual Financial Reports (AFRs). As a localised extension of the European Single Electronic Format (ESEF), UKSEF aligns with FCA regulations while introducing enhanced tagging requirements tailored to UK-specific disclosures.