Events

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...

If you’re in Vancouver on June 20, the Summer Garden Party is back! Join co-hosts Toppan Merrill, Datasite, and Linde Equity at 1931 Gallery Bistro (the Vancouver Art Gallery’s patio) for food, drinks, music and fun. DJ Ricco @riccoricco will be spinning and @galeriethebrand will be featured (galeriethebrand.com). This is the perfect opportunity to socialize...

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...

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:    Timeline Development: Guidance on how to manage the process internally before...

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...

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...

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...

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...

Join us at NOG 2024 for an incredible opportunity to connect, celebrate, and enjoy an evening of dynamic conversations with icons of Vancouver capital markets, private equity, legal and corporate communities. Whether you’re looking to grow your network, catch up with familiar faces, or just enjoy an engaging evening filled with music, food and drinks,...