An Update on the European Standard Electronic Format (ESEF)

Written by: Hugh Wallis, Director of  Regulatory Analysis There has been a lot of change in the regulatory reporting air recently and so, with the change of seasons from autumn to winter here in the Northern Hemisphere, it’s a good time to look at a very big change that is coming in Europe for companies […]

EDGAR Filer Manual Changes: Are You in Compliance?

Written by Jen Stretch, CPA Are you in compliance with the most recent changes to the EDGAR Filer Manual (“EFM”)?  The new version of the EFM was approved by the Securities and Exchange Commission in July of this year.  Read on for details about the changes that are most likely to directly affect your XBRL […]

The New Tax Cuts And Jobs Act: How It Could Affect You And Equity Compensation

Written by: Raul Fajardo, CEP Earlier this month, the House introduced H.R.1, otherwise known as the Tax Cuts and Jobs Act, a comprehensive tax reform bill. A week after that, the Senate released their own version. The House approved their final version of the Bill while the Senate revised their version and are expected to […]

Foreign Private Issuers: XBRL is on the Horizon

Back in March when the SEC announced the IFRS Taxonomy mandate for Foreign Private Issuers, who knew the December 15th date for impacted companies would sneak up on us as it has. Whether you’re late to the game or simply gut-checking where you should be in the process, read on for more information on what’s changed, what you’ll need to do, and best paths to compliance.

Announcing Better Plans, Better Management with Charles Schwab and Certent

A prestigious brokerage service and a dependable equity management system are key pieces to providing the best experience for your plan participants. When choosing what’s best for your company, you need to consider the individual attributes for each of these providers, and how well they work together. With the recent announcement of the enhanced integration […]

SEC Filing: 3 Reasons to Question Using a Printer

Once upon a time, there was no other way. Companies looking to file their financial statements with the SEC were best left in the hands of a printer to help. Looking elsewhere simply wasn’t worth the risk. But times are changing and many companies are now asking themselves, “is the printer model right for my SEC filing process?” Here are three specific areas where there could be room for improvement.

The Key to a Successful Share Request Proposal

One of the first thoughts a Compensation Committee member or Director of Executive Compensation has when faced with going for a new equity compensation pool is whether or not they will be able to pass the Institutional Shareholder Services, Inc. tests. Additionally, there is often heartburn across various internal teams, such as Finance, Human Resources and Legal, in trying to understand and then communicate the implications of the ISS analysis to the Compensation Committee to determine the best course of action going forward. Read this guest blog for the key to success.

3 Reasons You Need a Disclosure Research Solution

Filing time is hectic. With deadlines looming and pressure to stay compliant, we’re all looking for a little time back in our day. One of the most manual and time consuming elements of filing time is searching through the EDGAR database for peer disclosures. But it’s a necessary evil, an important part of all public filings. If only there was an easier way. Well, there is. Here are three reasons you need a disclosure research solution.