Events
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Thursday
Nov 21
11 am - 11:45 am EST
Webinar
Webinar Replay: Decoding the Notice and Access Model: Challenges and Best Solutions for Issuers (Session Two)
Building on the insights from the first session, in session two of our webinar series Mike turned his attention to “Strategic Methods for Improvement” within the Notice and Access model. This session tackled current challenges and inefficiencies that issuers face and provided actionable strategies to enhance the effectiveness of their shareholder communication processes. Topics...
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Tuesday
Nov 19
11 am - 11:45 am EST
Webinar
Webinar Replay: Decoding the Notice and Access Model: Challenges and Best Solutions for Issuers (Session One)
In session one of our two-part webinar series, Mike Spelman took a dive into the intended outcome of the Notice & Access model, which aimed to reduce costs, enhance shareholder communications, and simplify processes for issuers. Unfortunately, the reality is that many issuers have never realized those outcomes. Mike also reflected on the critical events...
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Monday
Oct 28
1 pm - 1:30 pm EDT
Webinar
Webinar Replay: EDGAR Next is now final. Your SEC filing process is about to change.
On Sept. 27, 2024, the SEC announced the EDGAR Next final rule which will significantly impact all SEC 1934 and 1940 Act filers.  View our insightful 30-minute webinar replay featuring an in-depth review of the final rule and key timeline considerations.  Topics include: Overview of the EDGAR Next final rule How...
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Wednesday
Sep 25
1:30 pm - 2 pm EDT
Webinar Replay: Efficiency and control over the proxy drafting process with Toppan Merrill Bridge
Drafting, collaborating, stylizing and publishing an effective proxy statement is a complex, multi-step process.  Listen to our proxy experts highlight the benefits of utilizing Toppan Merrill Bridge, a single, secure, integrated SaaS platform, to manage the proxy drafting, XBRL tagging and filing process. In addition, you will see an exclusive demonstration of how Bridge...
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Monday
Sep 16
12:30 pm - 1:15 pm EDT
Webinar Replay: RILA Rulemaking: The Highs, The Lows, and The Unknown
Beginning September 23, the SEC will allow Registered Index Linked Annuities (RILAs) to use amended Form N-4 to establish a consistent registration process for all annuity issuers transitioning from Form S-1 and S-3. Hear our RILA experts explore the highs, the lows, and questions to be resolved to ensure SEC compliance. This webinar replay...
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Thursday
Sep 12
1 pm - 1:30 pm EDT
Webinar Replay: Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, join us online for our Annual Meeting and Shareholder Communications Best Practices webinar and our Proxy Experts will help guide you on solutions that impact shareholder connectivity while adhering to your budget. In this webinar, four key areas...
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Wednesday
Aug 14
1 pm - 1:30 pm EDT
Webinar Replay: Annual Meeting and Shareholder Communications Best Practices
Whether you have 20 years of experience in planning your annual meeting, or it is your first, our Proxy Experts will help guide you on solutions that impact shareholder connectivity while adhering to your budget. In this webinar, we cover four key areas:Â Timeline Development: Guidance on how to manage the process internally before...
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Thursday
Jun 27
1 pm - 1:30 pm EDT
Webinar Replay: 2025 ANOC and EOC CMS Models are in – how will they impact member communications
View this 30-minute session to understand how the 2025 CMS Model changes may impact your approach to your Annual Notice of Change (ANOC) and Evidence of Coverage (EOC) documents and key challenges to navigate. Topics include: Exploration of significant CMS Model changes for 2025 How the 2025 model changes will impact your compliance...
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Tuesday
Jun 18
1 pm - 2 pm EDT
Webinar Replay: Don’t just comply…communicate. Simple, yet effective design & content strategies for shareholder communications
With continuously evolving SEC rules and regulations and increased disclosure expectations from shareholders, companies are being pressured to deliver more in their shareholder documents than ever before. Join our panel of experts as they share specific strategies to take some of this burden off your team’s shoulders.  Discover how to optimize and improve your...
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See Upcoming Webinars
Expand your knowledge with our informative webinars.