6 ways to boost the accessibility for your financial institution
People with disabilities deserve digital access to their financial institution's information. Just as financial institutions added Braille to ATMs and...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Simplifying EDGAR Next enrollment and delegation [18:34]
On The Dot (Episode 8) - A conversation with Jennifer Froberg, Gordon Ruckdeschel and Jon Regan discussing the EDGAR Next enrollment and delegation process.
Updated: May 27, 2025
SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL)
On October 26, 2022, by a vote of 5-0, the SEC adopted amendments to the requirements for Annual Report and...
Guy Stanzione - Director, SEC Compliance Services
The Inflation Reduction Act’s impact on drug benefits for health plans
The Inflation Reduction Act of 2022 (IRA) made substantial changes to federal healthcare provisions and will help reduce the cost...
Summer Beach – Associate Director, Medicare Compliance Solutions
Why is the CMS Readiness Checklist important? What value does it bring to health plans?
The infamous CMS Readiness Checklist was created by the Centers for Medicare & Medicaid Services (CMS) as a tool for...
Summer Beach – Associate Director, Medicare Compliance Solutions
Block Tagging: 7 ESEF compliance insights and best practices
As originally mandated in the ESEF iXBRL requirements, effective for financial years starting on or after 1 Jan 2022, issuers...
Inline XBRL becomes a reality for variable product issuers
Effective January 1, 2023, Variable Product issuers of actively sold contracts are required to file registration statements and definitive updates...
Guy Stanzione - Director, SEC Compliance Services
Climate Change and Corporate Governance – Where is the intersection for public companies?
A new 3-part webinar series from Toppan Merrill provides a roadmap to building, enhancing and future-proofing an ESG disclosure strategy...
Guide to M&A transactions: M&A types, corporate examples and process
M&A transactions (mergers and acquisitions) are typically the largest transaction types in the corporate world — and both the number...
Pay Versus Performance: SEC modernization brings Inline XBRL tagging to the proxy statement
The SEC adopted a significant new rule, Pay Versus Performance, on Thursday, August 25, 2022 requiring companies to disclose information...
Sarbanes-Oxley (SOX) Act – we’ve come a long way since 2002
The Sarbanes-Oxley Act was passed in 2002. The Public Company Accounting Oversight Board (PCAOB) was born, and with it, the...
Elizabeth Epler Jones, CPA - Partner, AXIA Partners