SEC filing fee tables: How to convert and accurately apply iXBRL tags
Beginning July 31, 2024, SEC large accelerated filers were required to submit filing fee data in iXBRL format. The final...
Theresa Jasper - Senior SEC Product SpecialistUpdates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Why Every SEC Filer Needs to Prepare for EDGAR Next Now [9:07]
On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC filers can take now to be ready for the final rule.
Updated: March 17, 2026
Theresa Jasper - Senior SEC Product Specialist
SEC Mandates Inline XBRL Tagging for SPAC Filings: What You Need to Know
The SEC mandates new disclosures and Inline XBRL tagging for SPACs and the companies they acquire. The tagging compliance begins...
Jennifer Froberg - Sr SEC Product Specialist
Social Determinants of Health and Supplemental Benefits
Social determinants of health (SDOH) directly influence healthcare outcomes – and Medicare Advantage plans are responding by expanding supplemental benefits...
April Chambers - Healthcare Service Technology Manager
EDGAR Next Transition: Guide to Enrollment and Delegation
The transition to EDGAR Next, which requires active SEC filers to enroll through the new Filer Management website and delegate...
Jennifer Froberg - Sr SEC Product Specialist
From complexity to clarity: One company’s proxy breakthrough story
When a new Deputy General Counsel joined a mid-cap flooring company, she inherited a proxy process built on a maze...
Mike Spelman - Director, Proxy Solutions
EDGAR Next for ’40 Act filers
On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which significantly impacts all SEC filers. Filers began...
Gordon Ruckdeschel - Vice President, Compliance Services and Funds
Podcast: Climate & ESG Reporting: Navigating the changing landscape [14:02]
On The Dot (Episode 9) - A conversation with Chelsi Tryon discussing the evolution of ESG reporting from early sustainability...
Chelsi Tryon - Director of ESG
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...
Jennifer Froberg - Sr SEC Product SpecialistGordon Ruckdeschel - Vice President, Compliance Services and Funds
Jon Regan - Director, Center of Excellence
Nine steps to ensure member delivery preferences are met
The 2025 Medicare Advantage and Part D final rule introduces critical changes that directly impact how plans manage member communication...
Jen Trewick - Principal Product Manager
Navigating the annual proxy season
Proxy season is a critical time for companies and investors. Understanding key trends, regulatory updates, and best practices can help...
Mike Spelman - Director, Proxy Solutions