Updates & Insights

Podcast: TSR ready. Are you absolutely sure? Tackling the print and distribution challenges. [9:31]

On The Dot (Episode 4) - A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling...

Guy Stanzione - Director, SEC Compliance Services

January 8, 2024

Financial Services

Podcast: Why Every SEC Filer Needs to Prepare for EDGAR Next Now

On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC...

Gordon Ruckdeschel - Vice President, Compliance Services and Funds

January 4, 2024

Corporate Compliance Financial Services

Corp Fin Director Erik Gerding Speaks on Cyber Incident Disclosure

On December 18, 2023, public companies were required to begin reporting any material cybersecurity incident under the final SEC rule....

Perkins Coie

January 3, 2024

Corporate Compliance

What to consider when looking for Evidence of Coverage software solutions

Having the right solution for EOCs can help ensure your plan meet the CMS deadlines. Get an understanding of solution...

Jen Trewick - Principal Product Manager

December 13, 2023

Health Plans

Podcast: What are the early benefits of EDGAR Next?

Episode 2 - A conversation with Jennifer Froberg about the SEC’s EDGAR Next proposal designed to improve EDGAR filing access,...

Jennifer Froberg - Sr SEC Product Specialist

December 8, 2023

Corporate Compliance Financial Services

The state of ESEF – Part 2: What is next for ESEF?

In this second blog of a three-part ESEF series, Danny Northey, Bartek Czajka and Martin Lorentsson share their thoughts on...

Toppan Merrill

November 9, 2023

Corporate Compliance

SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview

The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL...

Jennifer Froberg - Sr SEC Product Specialist

November 7, 2023

Corporate Compliance

Drawing within the lines during Medicare Advantage sales presentations

Prevent marketing complaints by helping your sales force understand which materials are required during sales discussions.

Summer Beach – Associate Director, Medicare Compliance Solutions

October 18, 2023

Health Plans

The state of ESEF – Part 1: Taking stock of the first few years

After this year’s filings, we are seeing a shift in conversations with filers: The focus is more on quality and...

Toppan Merrill

September 20, 2023

Corporate Compliance

Podcast: Cybersecurity risk management, strategy, governance and incident disclosure [10:54]

On The Dot (Episode 1) - A conversation with Jennifer Froberg, Senior SEC Product Specialist, about the new cybersecurity disclosure...

Jennifer Froberg - Sr SEC Product Specialist

September 19, 2023

Corporate Compliance