Combined solution helps expedite cashflow and speed up financial reporting process

CHICAGO and SAN MATEO, Calif., Oct. 13, 2021 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading risk and compliance company, today announced a strategic partnership with Tipalti, the leading global payables automation platform. The companies bring together a combined end-to-end solution to help organizations  scale and manage the accounts payable (AP) and financial reporting processes expediently and smoothly.

The U.S. Securities and Exchange Commission (SEC) is about to get busy. This month it will enter the next phase of the modernization of the Electronic Data Gathering, Analysis, and Retrieval system – better known as EDGAR or “EDGAR NEXT.” This is defined by the SEC as improving filer access and account management.

Learn how our NewActiveDisclosure software played a key role in simplifying and accelerating the Autoliv SEC filing process.

“All the years we have been working with DFIN we have received the best support possible with our SEC filings. The DFIN team members assigned to us have all been dedicated experts and crucial for our successful filings with the SEC. Thanks to the new AD, it is very easy to collaborate with internal and external contributors, as well as with the DFIN team to ensure effective and accurate SEC filings.”

ROGER ELMBRO
Head of GAAP Compliance

New partnership equips companies with SOX compliance, board management and financial reporting technology tools to successfully go public

Public corporations take note: The next phase of the modernization of the Electronic Data Gathering, Analysis, and Retrieval system – better known as EDGAR – is set to begin at the end of October. This will impact how your company’s financial documents are filed.

The repository of thousands of corporate filings -- such as 10Ks, 8Ks, 10Qs, proxy and registration statements – EDGAR helps ensure transparency in the securities markets.  

Following a very challenging 18 months, the US (if not all areas of the world) appears to be making significant progress emerging from the COVID pandemic.  During 2020, many companies were forced into survival mode. Recognizing this, investors showed some forbearance as they evaluated company progress on longer-term sustainability initiatives. That said, the pandemic experience has galvanized investor resolve that their longer-term focus on sustainability is correct, and they expect their portfolio companies to resume progress on their “sustainability journeys” and related reporting. 

DFIN Supports Reintroduction of the Financial Transparency Act (FTA) to Help Bring Financial Transparency to Financial Markets and Foster Economic Growth and Capital Formation for Industry

I’ve been in the financial industry a long time. Some may disagree, but I believe in transparency. I believe it enables businesses, organizations—and governments—to work better, together.

A Form S-4 is a M&A registration statement required under the Securities Act of 1933. The purpose of this statement is to give the public notice of a pending merger or acquisition. The primary reason to file a Form S-4 is to comply with the SEC, but it also is essential for providing transparent communications with shareholders. Read on to learn more about what this statement contains, when it needs to be filed and how your public company can meet all the requirements for it.

Special purpose acquisition companies (SPACs) offer an alternative path to the IPO when taking a company public. Below, we’ll answer the question, “What is a SPAC?” along with covering the SPAC process and why more business leaders are choosing SPAC vs. IPO when taking their companies public in the present market.

Mergers and acquisitions promise to create value for the business, but they are only truly successful when there is an integration practice after the fact. Bringing together two distinct organizations often means there are cultural and operational differences that must be overcome to prevent friction and get the newly formed enterprise off on the right foot. With the right processes in place, companies undergoing a merger can ensure a smooth transition into the future, avoid unnecessary complications and maintain a high level of morale among the rank-and-file.