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Your Financial Reporting
Resource Library​

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SEC Filings
At-a-Glance

This guide is designed to demystify the SEC’s complex filing system. It provides a concise, easy-to-navigate overview of the most used SEC forms, complete with plain-language definitions and explanations of their purpose. Whether you're doing peer or competitor research, ensuring regulatory compliance or tracking M&A or major events, this guide offers a quick and reliable reference.

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Mastering AI for Financial Reporting

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Mastering AI for Financial Reporting

AI is already reshaping finance and financial reporting. How can finance professionals unlock the full potential of this new technology? Download our guide to learn more.

How to Present Financial Reports to Leadership

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How to Present Financial Reports to Leadership

This guide will walk you through the preparation, structure and delivery of effective financial report presentations that resonate with leadership, highlight what truly matters and inspire confident, informed action.

Free Custom SEC Filing Calendar​

Free Custom
SEC Filing Calendar​

Try our free custom SEC filing calendar tool to help you keep track of critical dates for your required forms—all organized based on your company’s fiscal calendar

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More findings, right this way

Resources

How Compliance Workflow Automation Transforms Financial Reporting

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Resources

What is a Virtual Data Room (VDR)?

What Is a Virtual Data Room (VDR)?
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Resources

What is a Due Diligence Data Room?

What is a Due Diligence Data Room?
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Resources

The Top 5 Benefits of Virtual Data Rooms

The Top 5 Benefits of Virtual Data Rooms
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Resources

The Role of Financial Reporting in Building Investor Confidence

The Role of Financial Reporting in Building Investor Confidence
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Resources

Peer Benchmarking in Financial Reporting

Peer Benchmarking in Financial Reporting
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Resources

Legal Data Rooms: Secure Document Management and Collaboration for Legal Services

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Resources

How Historical Filing Analysis Strengthens Financial Reporting

Historical Filing Analysis
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Article

DFIN at the 2025 Asia Pacific Capital Markets Forum: Why London Remains a Strategic Listing Destination for APAC Issuers

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Resources

Protecting Financial Data Privacy in the Age of Artificial Intelligence

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Blog

Q4 2025 Market Outlook: Balancing the AI Boom and Economic Reality

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Resources

SEC Form TA-2

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Resources

What is SEC Regulation S-K?

DFIN Blog - SEC Forms and Reporting
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Blog

SEC Rule 16b-3

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Blog

What is A 10-K SEC Filing?

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Blog

What Is SEC Rule 10b5-1?

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Blog

Universal Proxy Card Requirements

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Blog

What is the Financial Data Transparency Act?

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Blog

Corporate Development Strategy Guide

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Blog

What Is a Proxy Statement?

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