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 May 14, 2025
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 FundsJon Regan - Director, Center of Excellence May 8, 2025
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 April 24, 2025
The annual do’s and don’ts…when planning your annual meeting Issuers preparing for their proxy campaign can benefit from a comprehensive checklist that covers essential steps in planning, cost management,... Mike Spelman April 16, 2025
Important updates from the SEC on EDGAR Next enrollment requirements and bulk enrollment Theresa Jasper shares an overview of the recent SEC announcement on changes to the EDGAR Next enrollment requirements. Theresa Jasper - Senior SEC Product Specialist March 24, 2025
How to navigate Forms 10-K, 10-Q, 20-F, 40-F, 8-K and 6-K Understand the significance of Form 10-K, 10-Q, 20-F, 40-F, 8-K and 6-K, and how they shape the story of a... Toppan Merrill March 19, 2025
EDGAR Next Frequently Asked Questions Filers can begin EDGAR Next enrollment on March 24, 2025. The deadline to enroll and comply with the mandate is... Toppan Merrill February 12, 2025
iXBRL tagging of cybersecurity disclosures in SEC filings enhances transparency In 2023, the SEC adopted a final rule requiring public companies to provide specific disclosures regarding their material cybersecurity incidents... Jennifer Froberg - Sr SEC Product Specialist December 20, 2024
Redefining proxy design: How W&T Offshore moved the needle as a finalist for the 2024 Best Proxy Statement (Small Cap) award W&T Offshore, Inc. is highlighted for being a finalist for the 2024 Best Proxy Statement (Small Cap) award, showcasing their... Mike Spelman November 8, 2024
Why Notice and Access (N&A) can end up costing more — and yield lower voting results When the SEC introduced Notice and Access (N&A), the goal was to cut printing and postage costs while simplifying the... Mike Spelman October 30, 2024