Donnelley Financial Solutions (DFIN) provides the most efficient way to review your XBRL financial reporting documents. Our collaborative, web-based platform facilitates a streamlined review process, including automated disclosure comparisons, SEC validation reporting, collaboration, commenting and approvals.
Is reporting accuracy and greater efficiency important to you? See how DFIN can simplify your XBRL review process.
Benchmark’s President and CEO, together with its General Counsel and Chief Legal Officer, wanted to broaden their investor base and shareholder engagement and prepare for SEC mandate compliance.
ActiveDisclosure helped Benchmark with corporate initiatives and regulatory compliance are now supported by collecting and sharing ESG information with stakeholders using annual sustainability reports, annual and quarterly SEC filings, and proxy statements.
Boards of directors must have expertise and provide oversight over an ever-expanding array of risks and topics (including sustainability, human capital, cybersecurity, AI, and who knows what’s next. Skills matrices have for many years been used for strategic board refreshment purposes. More recently, boards of directors are being included in proxies and elsewhere, to instill confidence in investors and others that the board has the requisite skills to effectively provide oversight of this expanding array of challenges.
DFIN achieved record software solutions net sales of $82.2 million, a year-over-year increase of 12.3%, or (13.6% on an organic basis), in our 3rd quarter 2024 earnings results, announced this week. Software solutions net sales accounted for 45.8% of total net sales, up from 40.7% in the third quarter of 2023, and the highest percentage of our sales mix attributable to software solutions achieved to date.
OneStream, in collaboration with Wilson Sonsini and DFIN subject matter experts, used ActiveDisclosure financial reporting and SEC filing software to optimize IPO process efficiency.
The European Single Electronic Format (ESEF) is the electronic reporting format in which issuers on EU regulated markets must prepare their annual financial reports. Listed entities in Europe must file their annual report in the digital European Single Electronic Format (ESEF).
In the latest White Paper, ESEF Annual Reporting Inline XBRL Explained, DFIN explains how using iXBRL formatting will improve data quality, accessibility and continue the modernisation of financial and sustainability reporting.
In it, you’ll learn:
As cyber threats grow increasingly sophisticated, the pressure on public companies is intensifying. They must not only strengthen their cybersecurity defenses but also navigate increasingly stringent reporting requirements. The latest SEC regulations require U.S. listed public companies to disclose cybersecurity incidents within four business days, heightening the need for proactive risk management and corporate transparency.
STAAR Surgical was successfully using ActiveDisclosure for financial reporting and SEC filing, and greatly benefited from the easy-to use and time-saving collaboration it enabled among its financial team. They wanted to experience similar benefits during their proxy disclosure projects involving legal staff, financial staff and others.
As Opera continues to grow and its finance and reporting team is facing an ever-expanding scope of responsibilities and tight deadlines, they needed a future-proof software solution for SEC filings and ESG reporting.
Every year in connection with the annual shareholder meeting, and sometimes more often in the case of a special meeting, public companies must file a proxy statement. Proxy statements outline various plans for the company to shareholders, from the election of directors, to pay for executives, approval or amendment of equity plans, and even shareholder-sponsored proposals should any be received. The proxy is a requirement for any company with public securities and must be filed with the Securities and Exchange Commission as proscribed in SEC Form DEF 14A.