DFIN’s second quarter earnings, released this week, demonstrate the strength of our business strategy to become the leader in deal-making, regulatory and compliance software.

We achieved record quarterly software solutions net sales of $85.6 million, an increase of 13.1%, or 14.4% on an organic basis from the second quarter of 2023. Software solutions net sales accounted for 35.3% of total net sales, up from 31.3% in the year-ago quarter.

Now, it’s smaller companies’ turn.

In July 2023, the Securities and Exchange Commission (SEC) announced new rules designed to enhance and standardize disclosures regarding cybersecurity risk management, strategy, governance, and incidents by public companies.

The first set of businesses required to comply were large reporting companies, which were given a start date of December 15, 2023. The next group up are smaller reporting companies, which, beginning on June 15, must start complying with these rules. That means these businesses should be prepared to do the following:

There are many different types of financial statements, each with its own requirement and purpose. Yet, they are often lumped in as a category. If you do not know the differences in financial statements, it is easy to get lost in the sea of paperwork. This guide to the 4 major financial statements provides clear-cut answers to the use, purpose and audience for 4 types of financial statements you will most commonly encounter.

Last week’s FDTA Forum 2024, hosted by the Data Foundation in partnership with DFIN, gave industry participants the opportunity to talk about a subject on everyone’s mind: the Financial Data Transparency Act, which will make financial information more accessible, more uniform, and more useful to all stakeholders. And people had a lot to say.

It’s no exaggeration that financial professionals in both the public and private sectors are eagerly anticipating the expected proposed joint rules that establish data standards for the collection of information.

The Best AI Prompts for Finance & Financial Reporting

Every year, certain kinds of companies report information on proxy votes to the SEC using Form N-PX. This required form is important for accountability and information sharing. A new rule change in 2022 requires even more disclosures. Discover what's on this important SEC form and who must file it.

What Is SEC Form N-PX?

Beginning June 15, 2024, smaller reporting companies must comply with the new SEC Cybersecurity disclosure rule. The rule mandates heightened reporting and disclosure requirements around cybersecurity risks and incidents aiming to help companies preserve investor confidence and build trust with their stakeholders. Are you ready? 

Read our fact sheet for information on: 

Governance, risk, and compliance (GRC) brings business goals and industry regulations into alignment using a systemic approach. GRC encompasses a wide array of systems and processes designed to reduce risk, streamline operations and, ultimately, reduce uncertainty. Learn more about the GRC framework and best practices.

What Is Governance, Risk and Compliance?

Tune in to listen to experts from DFIN, Alliance Advisors, American Outdoor Brands and The Williams Companies about the 2024 proxy season and 2025 proxy plans. The featured speakers share their thoughts about emerging trends and recommend strategies for evolving your proxy statements. 

Speakers: