Navigating the new SEC Form SHO: What every 13F filer needs to know 13F filers who meet specific requirements will need to report short positions to the SEC monthly, beginning in 2025, on... Jennifer Froberg - Sr SEC Product Specialist September 6, 2024
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,... Elizabeth Epler Jones, CPA - Partner, AXIA Partners August 21, 2024
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... Gary Iverson August 15, 2024
Innovation with purpose: How Bridge saves you more time and effort Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare... Chase Bongirno - Director of Product Management July 16, 2024
7 Things to Do When You Change a Company’s Name (With the SEC & Otherwise) In a blog posted on June 13, 2024, Ben Dale, from the law firm Perkins Coie, discusses 7 key factors... Perkins Coie June 27, 2024
What to know about the upcoming Resource Extraction filing requirements Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the... Jennifer Froberg - Sr SEC Product Specialist June 20, 2024
SEC filing fee tables: How to convert and accurately apply iXBRL tags Beginning July 31, 2024, SEC large accelerated filers are required to submit filing fee data in iXBRL format, with all... Theresa Jasper - Senior SEC Product Specialist June 5, 2024
ESG, 10-K and Proxy report design: Solving consistency and content challenges Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this... Mike SpelmanKaren Fisher June 4, 2024
Common XBRL tagging issues in proxy statements A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common... Shelly Wavrin - Advisor, XBRL Consulting Services May 16, 2024
What Fund Managers Need to Know About SEC Form N-PX In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on... Cooley LLP May 6, 2024