NYC Tech Week Panel Explores a Hot Topic: the IPO Journey

IPOs are a crucial element in the tech ecosystem. They provide access to capital, liquidity for investors, and an avenue for increasing brand value. A successful public offering is an important milestone for every tech entrepreneur.

So, it’s no surprise that this week’s panel at NYC Tech Week, IPO journey in the era of AI, attracted a lively and engaged audience, eager for insights. I had the pleasure of participating in the discussion, which was sponsored by PwC and moderated by PwC partner Christina White.

How to Address SEC Comment Letters

Submitting filings to the U.S. Securities and Exchange Commission often comes with the possibility that the SEC will issue a comment letter in response. SEC comment letters aim to clear up an inconsistency, inaccuracy or vagueness in the filing. When companies receive one of these letters, they have a relatively short time to provide a comprehensive and accurate response. Timely and effective responses do more than ensure compliance — they also affect investor confidence in the business.

The Impact of Tariffs on Accounting and Financial Reporting

For decades, many American companies have relied on the global economy to provide them with the supplies, components, and talent they need to achieve their business goals. The recent introduction of new tariffs disrupts this balance, creating considerations that businesses must factor into their operations.

Tariffs involve adding a tax on imported goods paid to the government. In some cases, the institution of tariffs on imports from one country may lead other countries to place tariffs in retaliation, creating what is commonly called a “trade war.”

Mastering AI for Financial Reporting

AI is transforming finance by automating tasks, enhancing accuracy, and generating strategic insights. To fully harness AI's power, finance professionals must familiarize themselves with the technology itself and need to master effective prompting—crafting questions and instructions for optimal results.

This guide explores tools, techniques, and strategies to maximize AI's potential, enabling efficient, data-driven financial reporting.

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

As we head into the final stretch of 2025, the markets are ending the year on a high note, but not without a fair share of uncertainty. We’re seeing strong equity performance even as inflation, regulation, and economic headwinds persist, not to mention the ongoing government shutdown. For finance leaders, this means walking a fine line: staying cost-conscious while continuing to invest in AI and digital innovation.

DFIN's Software Transformation Boosted by ActiveDisclosure's Strong Quarterly Results

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.

XBRL Digital Tagging for CSRD & ESRS: How Companies Can Meet the EU’s New Digital Reporting Requirements

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.

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.

Improving Compliance with Audit Trails

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.

SEC Cryptocurrency Regulations

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.