ChoiceOne Financial Inc., a major regional bank, was looking for a reliable software that would save time, ensure accuracy and eliminate concerns about missing SEC filing dates. See how DFIN helped ChoiceOne Financial Inc. improve reporting efficiencies by 20%.
Beyond the Financials: CFOs Can Help Boards Address New Challenges
The responsibility Boards must shoulder is on the rise. CFOs today go beyond the financials to bring the Board tech-focused strategies for long-term sustainable growth.
Learn about the areas that CFOs are making the greatest impact:
- Tech-Enabled Financial Analysis
- Predictive Risk Management & Mitigation
- GDPR & Data Protection Preservation
- Building an ESG Strategy
The SEC Announces New Cybersecurity Risk Disclosure Rules
This week the SEC announced the adoption of final rules requiring the disclosure of material cybersecurity incidents on Form 8-K. It also calls for periodic disclosure of a registrant’s cybersecurity management, strategy, and governance in annual reports.
An Inside Look at Share Repurchase Disclosure Modernization
On Wednesday, May 3, the SEC adopted the final rules on the amendments to the Share Repurchase Disclosure Modernization, which require the disclosure of an issuer’s equity repurchase program and its share repurchases. The forms impacted by the amended disclosure require iXBRL tagging and include Forms 10-Q, 10-K, 20-F, N-CSR, and new Form F-SR.
The FDTA and a New Digital Data Future
The Financial Data Transparency Act (FDTA) was enacted on December 23, 2022 and directs certain regulatory agencies (including the SEC) to jointly issue proposed rules for public comment that establish new data reporting standards on format, searchability, and transparency within 18 months. The FDTA only changes how information is submitted; it does not contain any new disclosure requirements. The FDTA requires information to be made available in an open data format that allows for digital access and bulk downloads with no restrictions.
Webinar Replay: SEC Compliance for FPIs – 2023 Mid-year Update
Navigating SEC’s Newly Adopted and Proposed Rule Changes, SEC Comment Letters and Enforcement Trends to Prepare for 2023
CEO & CISO: A Critical Partnership for Data Management
In his new SecurityInfoWatch article, Craig Clay discusses the exponential growth in cyberthreats and how a partnership between the CEO and CISO holds the key to defeating those threats. Working together, they can master two essential components of an effective cybersecurity strategy, data management and risk mitigation, to defend the company’s critical assets.
Taking a Look at the SEC’s Final Rule on Insider Trading Disclosure
The SEC recently adopted final rules on the amendments to Insider Trading Arrangements and Related Disclosures. These rules require issuers to disclose insider trading policies and procedures in accordance with Rule 10b5-1. Introduced in 2000, the rule was designed to provide clarity around trading based on material nonpublic information. Now, with these newest amendments, companies will be required to disclose detailed 10b5-1 plans for directors and executives on a quarterly and annual basis.
How We Helped an Online Marketplace Save 25% in Software Costs & Several Hours on SEC Filings
Leafly, a newly public company and online marketplace, was looking for an affordable, efficient financial reporting software that could streamline their filing process while ensuring accuracy. See how DFIN helped Leafly save 25% in software costs & several hours on SEC filings.
How We Helped a Controlled Environment Agriculture Company Reduce Their SEC Filing Time by 25%
Village Farms, a controlled environment agriculture company, was in search of a tool that would increase team collaboration and streamline their SEC filing process. See how DFIN helped Village Farms boost collaboration and reduce their SEC filing time by 25%.