Items tagged with "SEC filers"

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

3:00 PM EDT Wednesday, May 15, 2024
XBRL US Webinar
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Attend this one-hour session to what small fund groups need to do to comply with the SEC’s Inline XBRL requirements. Hear the SEC’s Division of Investment Management’s Branch Chief – Jacob Sandoval – on lessons learned from last year’s roll-out for large funds.


Newsletter for the Reporting Standard of Business and Government

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]


2024 GAAP/SRT Taxonomy Improvements & SEC Update

1PM ET Tuesday, April 2, 2024
Webinar hosted by FASB
Register to attend

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]


FASB Hosting Webinar: 2024 GAAP & SEC Reporting Taxonomy Improvements & SEC Update

The Financial Accounting Standards Board (FASB) announced that they will be holding a webinar, “2024 GAAP and SEC Reporting Taxonomy Improvements and SEC Update” on Tuesday, April 2 from 1:30 – 3:00 PM ET. The discussion will feature a fireside chat with Christine Botosan, FASB Board Member, and Christine Cheng, Assistant Professor of Accounting at […more]


Center for Data Quality Committee Meeting

10 AM ET Thursday, March 14, 2024
XBRL US Web Conference
Register to attend

At this meeting, industry leaders will participate in discussions and plans for developing guidance and rules for use by public companies complying with the XBRL requirements of the US Securities and Exchange Commission. Learn about the Data Quality Committee.


SEC Publishes Regulatory Flexibility Agenda

The Securities and Exchange Commission (SEC) published the Regulatory Flexibility Agenda (RFA) in the Federal Register. The listing includes only those agenda entries for which an RFA analysis is required. An analysis is required where there will be a significant impact on a large number of small reporting entities.  Comments concerning the RFA agenda and […more]


January 2024 Newsletter

January, 2024 California Senate Bill 253 mandates GHG emissions reporting by companies doing business in the state. The Climate Corporate Data Accountability Act (SB 253) requires companies with revenue of $1 million or more to report GHG emissions, scopes 1, 2, and 3. While the legislation does not call for structured data reporting, it provides […more]


SEC Publishes Interim Release 24.0.1 of EDGAR, Now Supports FFD Taxonomy

The Securities and Exchange Commission (SEC) published interim release 24.0.1 of the EDGAR System on January 26 which now supports the Filing Fee Disclosure (FFD) taxonomy. This taxonomy provides the elements for tagging disclosures related to the Commission’s final rule on filing fee disclosures using Inline eXtensible Business Reporting Language (XBRL). Please see taxonomies.  


FASB Implementation Guides on Leases and Investment Companies

The Financial Accounting Standards Board (FASB) issued for public comment two proposed Taxonomy Implementation Guides which were made available in December 2023 pending SEC acceptance. The first proposed Guide, Leases under Topic 842, includes a new example that illustrates the modeling for disclosures reporting information about leases not yet commenced. The second proposed Guide, Financial […more]


SEC Adopts Final Rule for Special Purpose Acquisition Companies

The Securities and Exchange Commission (SEC) announced that they are adopting the final rule for Special Purpose Acquisition Companies, Shell Companies, and Projections, which calls for Inline XBRL tagging for information in Subpart 1600 of Regulation S-K. In the XBRL US comment letter submitted in response to this rule in proposal stage, we suggested that […more]