Runway Growth Capital, a specialty finance company, was looking for a software that would allow their team to efficiently collaborate on their filings, remove duplicate work, and save time. See how DFIN helped them save 30 hours a week on financial reporting with ActiveDisclosure.

EDGAR, which stands for Electronic Data Gathering, Analysis and Retrieval, is the Securities and Exchange Commission (SEC) filing system. If you've ever had to file an annual report or quarterly financial statement, you've interacted with EDGAR already. Brush up on what EDGAR does and how to use the system.

What Does EDGAR Do?

All public companies must use the EDGAR system when filing documents with the SEC.

Lessons learned from year-one of the SEC Universal Proxy and Pay versus Performance disclosure requirements, along with pending SEC proposed and final rules, and key trends in ESG and Human Capital Management oversight.

During this webcast, you'll hear from a range of experts about this new environment, what’s driving it, how companies can make sense of an often-confusing landscape, and best practices in engagement and messaging.

Topics on the agenda include:

In DFIN’s just-released 2Q23 earnings results, software solutions achieved record quarterly net sales — increasing 5.7%, or 7.9% on an organic basis, compared to the year-ago quarter. It is notable that performance actually accelerated, with growth in both our recurring compliance and transactional software offerings exceeding the trend of the last several quarters.

Software solutions made up approximately 31% of total second quarter net sales, up approximately 4.4% year over year.

ChoiceOne Financial Inc., a major regional bank, was looking for a reliable software that would save time, ensure accuracy and eliminate concerns about missing SEC filing dates. See how DFIN helped ChoiceOne Financial Inc. improve reporting efficiencies by 20%.

The responsibility Boards must shoulder is on the rise. CFOs today go beyond the financials to bring the Board tech-focused strategies for long-term sustainable growth.

Learn about the areas that CFOs are making the greatest impact:

• Tech-Enabled Financial Analysis
• Predictive Risk Management & Mitigation
• GDPR & Data Protection Preservation
• Building an ESG Strategy

This week the SEC announced the adoption of final rules requiring the disclosure of material cybersecurity incidents on Form 8-K. It also calls for periodic disclosure of a registrant’s cybersecurity management, strategy, and governance in annual reports.

On Wednesday, May 3, the SEC adopted the final rules on the amendments to the Share Repurchase Disclosure Modernization, which require the disclosure of an issuer’s equity repurchase program and its share repurchases. The forms impacted by the amended disclosure require iXBRL tagging and include Forms 10-Q, 10-K, 20-F, N-CSR, and new Form F-SR.

The Financial Data Transparency Act (FDTA) was enacted on December 23, 2022 and directs certain regulatory agencies (including the SEC) to jointly issue proposed rules for public comment that establish new data reporting standards on format, searchability, and transparency within 18 months. The FDTA only changes how information is submitted; it does not contain any new disclosure requirements. The FDTA requires information to be made available in an open data format that allows for digital access and bulk downloads with no restrictions.

Navigating SEC’s Newly Adopted and Proposed Rule Changes, SEC Comment Letters and Enforcement Trends to Prepare for 2023