The complete IPO readiness checklist: Proven best practices
Going public offers private companies significant growth opportunities but introduces scrutiny from government regulators, analysts, and investors, along with ongoing...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Simplifying the annual proxy planning process [12:59]
On The Dot (episode 10) - A conversation with Proxy expert Mike Spelman discussing how issuers can simplify annual meeting prep, cut costs, and streamline the proxy process.
Updated: August 20, 2025
The return of the Multi-Language Insert (MLI): where did it ever go?
CMS instituted a requirement in 2012 for Medicare Advantage Organizations (MAOs) and Part D Plans to communicate the availability of...
Summer Beach – Associate Director, Medicare Compliance Solutions
How a Strategic Communications Plan Impacts Customer Trust and Loyalty in Financial Services (Part 2)
It is crucial for financial services firms to meet customer expectations when it comes to communications to establish trust, build...
SEC launches modernization of filing fee disclosures, Inline XBRL to follow
In October 2021, the SEC adopted the Filing Fees and Payment Method Modernization final rule. The mandate was far-reaching, transforming...
Jennifer Froberg - Sr SEC Product Specialist
Preparing for iXBRL: A foreign private issuer’s guide to SEC filing requirements
After more than a decade of traditional XBRL tagging of financial statements and following the inception of iXBRL required for...
The Six Keys to Customer Communication for Financial Services Firms- Part 1
In today’s business landscape, customers expect clear and consistent communication from every company they work with, especially when it comes...
Guide to virtual annual meetings of shareholders: types, benefits & best practices
Prior to 2020, many wondered if shareholder meetings can effectively be held online and now it’s clear how critical they...
Navigating Year 1 ESEF compliance – with an eye on the future
To help companies find a path to ESEF iXBRL compliance that addresses both the here-and-now and the future, here is...
Bartek Czajka - Director of XBRL Consulting Services
Advertising Practices Prohibited Under the New Modern Marketing Rule
With the new Modern Marketing Rule that the Securities and Exchange Commission (SEC) unveiled in December of 2020, firms need...
What can a dynamic health insurance welcome kit do for you? (part 2)
It's easy to get caught up in the words when you're creating a new health plan member welcome kit, but...