On March 24, 2025, the new EDGAR Filer Management dashboard will go live. Registrants must be enrolled by year-end 2025.
The Securities and Exchange Commission (SEC) final rule, EDGAR Next - Improving Filer Access and Account Management presents an important change in how public companies and investment management companies will submit filings to the EDGAR System. The SEC has provided a wealth of information and guidance to help registrants prepare.
Enrollment is the first step for registrants and one of the most critical aspects of making a smooth transition. Before you begin enrollment, make sure you have all information at the ready for a smooth and efficient process. Attend this 60-minute session to learn about important deadlines, get a "prep for enrollment" checklist, and see technical walk-throughs of both the bulk and manual enrollment process.
Speakers will include:
- Nikkyann Berteau, Sales Engineer, Disclosure Solutions, Broadridge Financial Solutions, Inc.
- Daniel Chang, Senior Special Counsel, EDGAR Business Office, Office of Chief Counsel, Securities and Exchange Commission (SEC)
- Rosemary Filou, Deputy Director and Chief Counsel, EDGAR Business Office, Securities and Exchange Commission (SEC)
- Laurita Finch, Senior Special Counsel, EDGAR Business Office, Office of Chief Counsel, Securities and Exchange Commission (SEC)
- Angela McTere, Business Requirements Analyst, Donnelley Financial Solutions (DFIN)
- Scott Theis, CEO, Novaworks LLC
- Wanda M. Welch, Business Analyst, Donnelley Financial Solutions (DFIN)
Who should attend? SEC reporting registrants, law firm representatives, corporate governance professionals, investor relations officers, filing agents, and reporting tool providers.
Upcoming XBRL US Events
