How We Helped a Medical Technology Company Collaborate on Proxy Statements 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.
How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting 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.
What Is a Proxy Statement? 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.
Compensation Discussion and Analysis (CD&A) Guidelines 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.
CSRD Readiness: Key Steps and Challenges for Compliance 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.
How We Helped Hummingbird Bioscience Modernize its Financial Reporting Workflow with ActiveDisclosure 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.
How Chemours Streamlined Their SEC Filing with Elevated XBRL Tagging and Data Verification Chemours was experiencing difficulties getting their filing done efficiently and accurately. It was a cumbersome process especially for new members of the reporting team. They also weren’t familiar with the steps for XBRL tagging which caused inconsistencies and left room for error.
SEC Form F-6: Depositary Shares Registration 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?
Three Technologies for Future-Ready Financial Controllers Financial controllers today face an increasingly complex, demanding, and evolving role. Achieving success requires more than traditional methods — it demands advanced technology. In the latest White Paper, Three Technologies for Future-Ready Financial Controllers, DFIN outlines solutions for financial controllers to navigate their evolving roles while driving organizational success. In it, you’ll learn:
M&A Pitfalls to Avoid In transactions as complex as mergers and acquisitions (M&As), many companies encounter pitfalls that can weaken their negotiating positions and jeopardise the success of the deal. This article will show you how to avoid the most common ones.