Foreign Filers: What You Need to Know about Filing with XBRL

On March 1, the U.S. Securities and Exchange Commission (SEC) announced support for the International Financial Reporting Standards (IFRS) interactive data (or XBRL) mandate. This directly impacts over 500 Foreign Private Issuers (FPI) – over 40% of which are in Canada – that have not previously had to create, review, and submit XBRL to the SEC. This means 20-Fs, 40-Fs, and 6-Ks with periods beginning on 12/15/2017 must now be submitted in interactive date format.

5 Things You Need to Know About Inline XBRL

By Rob Blake, Vice President of Product Management Now that the dust has settled on the SEC press release and proposed rule from last week (more on that in our previous blog), let’s take a closer look at the operational impact. If you’re one of the many who saw the 121-page Proposed Rule on Inline […]

SEC Proposes Inline XBRL Filing of Tagged Data

There’s been a lot of buzz surrounding Inline XBRL, but so far not a lot of concrete answers could be found. That’s all about to change. In an SEC press release dated March 1st, the SEC unanimously voted to require the use of iXBRL for public company reporting. Citing benefit to investors, improved accessibility, and […]

Disclosure Research and Peer Analysis isn’t for Dummies

There’s a sea of valuable information in your competitor’s SEC filings. But as anyone who has researched public disclosure can attest, they’re not easy to follow. It’s not just finding the filing you’re looking for, but interpreting the dense, hard to read material is both time consuming and tedious. Surely there are better ways to get after this information…

3 Critical Components for Producing Exceptional Disclosures

Financial reporting is a practice that’s constantly evolving. Each year, companies have new regulatory standards to comply with, more data to report, and different market conditions to contend with. This post explores three components required to produce exceptional disclosures that are compliant and improve investor confidence.

4 Internal Reporting Challenges You Can Overcome Today

Internal reporting is the monthly consolidation of departmental results and is a process – and pain – shared by public and private companies alike. In this post, learn the top four challenges associated with internal reporting and how you can overcome them now.

Leading vs. Lagging Disclosure Intelligence Strategies

Competitive intelligence and business intelligence are two very broad concepts, and the world of disclosure has traditionally been separate. But where does the hard evidence come from? Financial reports contain the most accurate and telling information about a company. This is what we call disclosure intelligence. What makes for a leading disclosure intelligence strategy as opposed to a lagging one? Let’s explore the difference.

3 Ways to Boost Disclosure Effectiveness

As financial reporting professionals, we frequently ask ourselves how we can be better at what we do. That’s why it’s always a good time to adopt habits that will help us improve, for the benefit of both our organization and ourselves. One way to do this is to take a more individualistic approach to one of the recent overriding industry themes: disclosure effectiveness. One of the simplest ways you can be a more effective cog in your company’s Disclosure Management Cycle is to adopt these 3 simple, yet effective time management tips.

9 Times Public Filing Search Saved the Day

Companies new to disclosure research – also known as public filing search – often ask us: “How will it help me?” Over the years we’ve learned that regardless of industry, having access to a robust and reliable database of publicly filed documents is a game-changer for companies. It places directly in your hands the most relevant information in the least amount of time, making you look like a superstar in front of your bosses and colleagues. Read this article for real-world examples of how disclosure research saves the day.

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