
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:
- Representative from the Securities and Exchange Commission (SEC)
- Nikkyann Berteau, Sales Engineer, Disclosure Solutions, Broadridge Financial Solutions, Inc.
- 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.