Updates & Insights

Navigating the 2024 CMS Final Rule changes: what they mean for member communications programs

Open enrollment is just around the corner, and with it comes significant changes to how MAOs manage their member communications....

October 10, 2024 Jen Trewick - Principal Product Manager

Schedule 13D and Schedule 13G: Key challenges and considerations for the XML mandate

The new SEC mandate requiring Schedule 13D and 13G filings to be submitted in an XML format, effective December 18,...

October 9, 2024 Eva Schaeffer - Sr. Product Specialist

Podcast: RILA Rulemaking: The Highs, The Lows, and The Unknown [9:31]

On The Dot (Episode 7) - A conversation with Guy Stanzione discussing the highs, the lows, and questions to be...

October 1, 2024 Guy Stanzione - Director, SEC Compliance Services

The impact of SEC rulemaking on Business Development Companies

In March 2020, the SEC adopted rules modernizing disclosure and the offering process for Closed-End Funds (CEF) and Business Development...

August 21, 2024 Guy Stanzione - Director, SEC Compliance Services

PCAOB spotlights and trends for internal controls

Elizabeth Epler Jones, Partner at AXIA Partners, shares an overview of the 2024 PCAOB inspection priorities for external audit firms,...

August 21, 2024 Elizabeth Epler Jones, CPA - Partner, AXIA Partners

Perspective from when airport systems went down and confusion unfolded. Life’s twists and turns can teach us valuable ADA lessons.

Understanding the importance of accessibility will help benefit your investors and customers. Learn how the airline's software malfunction can show...

August 15, 2024 Gary Iverson - Global Composition and Accessibility Director

SEC mandates Inline XBRL for SPAC IPOs and de-SPAC transactions

On Jan. 24, 2024, the SEC adopted a final rule requiring the new tailored prospectus disclosures to be Inline XBRL...

August 6, 2024 Jennifer Froberg - Sr SEC Product Specialist

How health plans can better understand the member journey

A health plan’s success revolves around member experiences. But how do you find your best opportunities to improve member experiences...

July 24, 2024 Jen Trewick - Principal Product Manager

Innovation with purpose: How Bridge saves you more time and effort

Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare...

July 16, 2024 Chase Bongirno - Director of Product Management

The Ultimate Guide to Tailored Shareholder Reports

Tailored shareholder reports (TSR) are required by the SEC in an attempt to modernize shareholder communications. The SEC will require...

July 9, 2024 Guy Stanzione - Director, SEC Compliance Services