DFIN’s ActiveDisclosure (AD) achieved double-digit sales growth in the first quarter, marking another excellent quarter for our financial reporting software.

The continued success of AD is especially gratifying, because 2024 represented the first full year of DFIN’s operating only our upgraded and relaunched ActiveDisclosure, after sunsetting the previous solution. The robust growth shows that we are meeting — and exceeding — our clients’ needs.

The EU’s Corporate Sustainability Reporting Directive (CSRD) marks a shift in corporate transparency surrounding sustainability disclosures. At the heart of this transformation is XBRL, the digital language for tagging, structuring, and submitting ESG data. Companies subject to CSRD must comply with new sustainability standards as well as integrate digital reporting processes into their existing workflows.

A new DFIN-sponsored report from Governance Intelligence has everything you need to build a world-class proxy statement.

Especially timely, given the rise of shareholder activists, the report features an in-depth interview with Ron Schneider, director of corporate governance services at DFIN, on how to get the proxy development process right.

In addition, it contains a wealth of insights from experts, including:

In this video, Madeleine Nuttall, Director, Legal Counsel at PropertyGuru Group who managed the company's SEC Filings as a Foreign Private Issuer (including Annual Report Form 20-F and Form 6-K) shares her experience using ActiveDisclosure.

Watch this video to discover how the company has leveraged the software alongside DFIN’s 24/7/365 expert support to drive speed, accuracy and cost efficiencies in their financial reporting workflows when the company was listed on the NYSE.

In an era of heightened financial scrutiny, tracking every financial transaction is vital. You need to be able to look at all the relevant data, from the amount of the transaction to the person who processed it and the history of any edits. Having this information can help you run your business more efficiently, especially when you need to find the cause of inaccuracies or possible fraud.

Cybersecurity is an increasingly critical focus for the U.S. Securities and Exchange Commission (SEC) as cyber threats become more sophisticated and frequent. Public companies face growing pressure to disclose cyber risks and incidents transparently, ensuring investors are well-informed about potential vulnerabilities.

Cryptocurrency and digital assets have become a focal point for the SEC (United States Securities and Exchange Commission) as they continue to shape financial markets. Under certain conditions, the SEC classifies crypto asset securities and other digital assets as securities, making them subject to federal securities law – such as the Securities Act of 1933 and the Securities Exchange Act of 1934. This classification has significant implications for businesses engaging in token offerings, holding digital asset securities, or incorporating them into financial statements.

The Chief Compliance Officer (CCO) plays a pivotal role in maintaining regulatory compliance for publicly traded companies. As the SEC compliance officer, the CCO is responsible for ensuring that the organization adheres to SEC requirements for Chief Compliance Officer standards, mitigating legal risks and safeguarding investor trust. With SEC rules expanding and enforcement actions increasing, CCOs must navigate a complex landscape of disclosure requirements, cybersecurity risks, and investor expectations.

The IPO process is complex and building a solid foundation with the right software platforms backed by experts is essential to IPO success. Join speakers from DFIN, NetSuite, and MBX Biosciences as they provide valuable insights into why private companies are investing in business management (ERP) and financial reporting software well in advance of their potential Initial Public Offering (IPO).

Webinar topics covered:

Knowing what could happen to your company does not require a crystal ball. Rather, it calls for a plan to harness data to create insights, predictions and forecasts that can help you achieve your business goals. This is a chief benefit of predictive analytics, or the use of data to generate scenarios that allow you to predict how your organization can benefit from structural or operational changes. Data-driven forecasting makes it easier for you to weather fluctuations in the market and improve your decision-making.