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News

Posted Monday, March 18, 2024

SEC EDGAR XBRL Guide Published

The Securities and Exchange Commission (SEC) has published their EDGAR XBRL Guide , covering Instance Content, Filing Fee Exhibits, Custom Taxonomies, Rendering and Validation.  


Event date - Wednesday, May 15, 2024

Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs

Attend this 75 minute webinar to hear from the SEC’s Division of Investment Management about the Tailored Shareholder Report rule for mutual funds and ETFs. Learn about rule requirements, how workflow could change, and how to comply.


Posted Thursday, March 7, 2024

SEC Final Rule on Climate-Related Disclosures for Investors

The Securities and Exchange Commission (SEC) published the final rule on The Enhancement and Standardization of Climate-Related Disclosures for Investors which requires electronic (XBRL) tagging of certain climate-related disclosures. Requirements include the reporting of narrative climate-related disclosures including material risks, mitigation, oversight, and targets, for all companies. Reporting of scopes 1 and 2 greenhouse gas […more]


Posted Tuesday, March 5, 2024

February 2024 Newsletter

February, 2024 Climate disclosure rule on the agenda for SEC Open Meeting. On Wednesday, March 6, 2024, during the Securities and Exchange Commission Open Meeting, the Commission will consider the proposed rule, “The Enhancement and Standardization of Climate-Related Disclosures for Investors“. The meeting will be webcast so be sure to check the SEC website on […more]


Event date - Tuesday, April 2, 2024

2024 GAAP/SRT Taxonomy Improvements & SEC Update

This webcast will discuss improvements to the 2024 GAAP Financial Reporting Taxonomy (Taxonomy) for recently issued FASB Accounting Standards Updates (ASUs) and to the 2024 SEC Reporting Taxonomy (SRT) based on feedback and internal analysis collectively referred to as the “2024 Taxonomy Releases.” A fireside chat featuring Christine Botosan, FASB Board Member, and Christine Cheng, […more]


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