In 2020, the Securities and Exchange Commission (SEC) modified the rules for disclosing acquisitions and dispositions, which are part of SEC Rule 3-05. The changes were intended to simplify financial reporting for matters including corporate property dispositions. This guide covers the changes to SEC Rule 3-05, including final amendments and the all-important Rule 3- 05 significance test. Read on to discover what's new and why these changes were made.

Businesses are grappling with the advent of AI and what the plethora of new, accessible AI tools means for their operations. But what’s the current reality of AI in the financial compliance space, and how can leaders make informed and insightful decisions to keep their data secure?

Preparing your company for an IPO (initial public offering) can be as strenuous, costly and time- consuming as founding the company.

You’ll need to allocate about 12 to 18 months for this process to allow enough time for due diligence, cross-team collaboration and completing all the necessary documentation.

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.