Updates & Insights

Medicare, Medicaid & Mental Health: understanding CMS’s new behavioral health strategy

As mental health care access becomes an even greater priority, CMS recently implemented a new comprehensive behavior health strategy. Learn...

October 30, 2024 April Chambers - Healthcare Service Technology Manager

What is the purpose of the Management Information Circular in Canada?

The Management Information Circular (MIC) plays an important role in Canadian corporate governance, serving purposes beyond regulatory requirements. The MIC...

October 18, 2024 Jason Barnard - Business Development Manager, Canadian Compliance

EDGAR Next: How to navigate the SEC rule and requirements

On September 27, 2024, the SEC announced the EDGAR Next final rule. In this blog, Jennifer Froberg shares an overview...

October 14, 2024 Jennifer Froberg - Sr SEC Product Specialist

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