In this webinar, you’ll hear from our corporate reporting & ESG data management experts about:

• Building an ESG reporting program with a good data management & tech strategy
   
• Adopting existing data management frameworks with the COSO Internal Control Over Sustainability Reporting framework
   
• ActiveDisclosure SEC filing & reporting solution combined with Diligent One ESG to centralise data & simplify reporting*.

Speakers:

It’s an exciting time at DFIN. We’re well into our client-focused transformation journey. Join host Dana Barrett as she talks with CEO Dan Leib about how DFIN keeps evolving for the benefit of employees, clients, and shareholders as a top-tier finance and compliance solutions company.

Navigating SEC reporting is a large task and a time-consuming endeavor, particularly for large, global public companies like WTW. Yet, Steve Horowitz, WTW's SEC Reporting Manager, discovered that ActiveDisclosure's compatibility with familiar tools like Excel served as both a time-saving asset and a source of comfort, minimizing the need for workarounds and amplifying overall efficiency.

DFIN’s ongoing strategic transformation into a software solutions company remained on track in the third quarter, with record software solutions net sales of $73.2 million, a year-over-year increase of 5.3%, or 6.8% on an organic basis. This accounted for 40.7% of total net sales, up from 36.8% in the third quarter of 2022.

Beta Testing Opens Today, September 30, 2024

The U.S. Securities and Exchange Commission (SEC) has adopted its final rule and form amendments for EDGAR Next. This is a major modernization of the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system that aims to address potential security issues with the legacy platform while enhancing the transparency and accountability of each EDGAR filing.

The SEC has proposed updates to its Electronic Data Gathering Analysis and Retrieval (EDGAR) system on September 13, 2023. Discover why the SEC plans to change EDGAR, reasons for the new developments, the timeline for SEC EDGAR Next and how to prepare.

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.

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.

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: