Intelligize will be exhibiting at the annual SLA conference in Philadelphia this year June 12 through June 15.  We will be in booth 941 and will show the latest features of the intelligize platform including our enhanced Precedent Checker with Proxies and 20F filings added as well as our Linking to Exhibits Incorporated by Reference.  Here is a brief write up of the event which is at : http://sla2011.tornado1.com/general-information/about-sla-2011/

Come Get ‘Future Ready’ in Philadelphia!

As the birthplace of America’s Declaration of Independence and the home of the earliest electronic computer, Philadelphia–the City of Brotherly Love–offers a unique blend of history and progress. But did you know that Philadelphia is also the site of the nation’s first public library? What more fitting destination, then, for thousands of information professionals to gather for four days of learning, networking and sharing at the 2011 SLA Annual Conference and INFO-EXPO.

Conference highlights will include the VIP Need to Know Forum, designed to educate local executives about the information profession; the opening keynote speaker, award-winning New York Times columnist Thomas Friedman; the closing speaker, James Kane, a leading authority on building and maintaining loyal business relationships; and the INFO-EXPO, a showcase of the latest industry products and a place to network with top service providers, colleagues and friends.

Don’t miss this opportunity to become ‘future ready’ by exchanging ideas and connecting with thousands of fellow information professionals, all gathered in the historic city where the U.S. Constitution was written and the Declaration of Independence was signed. Join SLA 12-15 June 2011 at the Pennsylvania Convention Center for the SLA 2011 Annual Conference & INFO-EXPO.

http://www.mofo.com/files/Uploads/Images/2011-Combined-Proxy-Season-Field-Guide.pdf

Intelligize is proud to announce the newest in a series of product enhancements designed to make research simpler, faster and smarter.  If you have ever had to retrieve a major filing, including its exhibits, and had your heart sink when you saw how many of those exhibits are incorporated by reference, then this enhancement is for you!

Approximately 75% of all exhibits in SEC filings are incorporated by reference to another filing.  Intelligize now offers the ability to link directly to these documents.  Simply click on the exhibits button on the document view screen and instantly see the exhibits that have been filed with the document and the exhibits that are incorporated by reference.  We have started with the major filing-types (such as Forms 10-K, 10-Q and S-1) and over half of the incorporated exhibits are now linked and retrievable.  We will be expanding our coverage to all documents in the coming months.

Many options are available to navigate around the documents.  Click on the document link to view the exhibit or check the boxes beside each document link to download, print or save it.  It’s that easy. 

Intelligize is the only SEC Research Tool that provides this functionality!

Looking for an easy way to keep on top of law firm guidance to clients?  Intelligize is pleased to announce that we now provide easy access to tens of thousands of law firm memos from over 125 law firms. 

 

What does it cost? 

The law firm memo database is currently included with your license to the SEC Checker application. 

 

How do I access law firm memos?

Log on to the Intelligize SEC Checker application, open the Filters menu, select “Law Firm Memos”, enter your search terms and click search.  In the example below, we chose “Say on Pay within 10 words of Frequency Requirements” as our search criteria.

NEW YORK, Jan. 11, 2011 /PRNewswire/ — When preparing SEC filings in the current economic climate, legal and accounting professionals must deal with two often conflicting constraints: (1) greater pressures on cost efficiency and (2) dealing with more onerous regulatory requirements and stepped up SEC staff review. To meet both challenges requires new technology, that enhances both the quality of public company disclosure and workflow productivity.

Intelligize recently introduced the SEC Checker to revolutionize the preparation, analysis and review of SEC filings. This easy-to-use product allows for more granular searches (down to the section level), detailed company/insider information and smart comparison tools across different filings. The SEC Checker is geared toward both practitioners and research specialists.

“Lawyers and financial professionals are under increasing pressure to provide timely and accurate information to the SEC,” noted Gurinder Sangha, President of Intelligize. “The Intelligize applications have dramatically improved the speed by which companies compile SEC disclosure.”

In addition, Intelligize has released new versions of their market-leading Comment Checker and Precedent Checker products. These next generation SEC research tools are unique in that they apply metrics and trending data to specific disclosure items and comment/response threading to SEC staff correspondence via a unique, intuitive platform.

“Intelligize’s applications are powerful yet easy-to-use,” said Michael Rave, a partner with broad experience in Exchange Act compliance at Day Pitney LLP. “Their tools give our firm an advantage in crafting timely and accurate responses to SEC correspondence on behalf of our clients.”

For more information regarding Intelligize, please visit www.intelligize.com or call 212-590-2564

Intelligize Publishes 2010 SEC Comment Letters – Count of Staff Reviews by Industry through November 2010

Through the use Intelligize’s Comment Checker, the Intelligize team has published the count of SEC Staff Review Comment Letters by industry (AD Office).

As background, the Securities Exchange Committee’s Division of Corporation Finance selectively reviews filings made under the Securities Act of 1933 and the Securities Exchange Act of 1934 through its eleven Assistant Director Offices. The SEC staff provides comments on topics specific to these industries such as consumer and industrial products, energy and resources, financial services, health sciences, and technology and telecommunications. The published Comment Letters provide tremendous value for financial companies, public companies, auditors and attorneys, who are using these for future guidance for their company’s own financial reporting and auditing.
Using Intelligize’s Comment Checker, one can determine the total number of SEC Comment Letters released by SEC AD Office, by industry, by filing type, by year of disclosure and by release date.  The Chart below shows a list of released SEC Staff Review Comment Letters for 2010 filings by SEC AD Office.

In comparing the SEC Comment Letters released for 2009 filings to those in the chart below, the percentages of letters released by AD Office as a percentage of the total remain relatively consistent from one year to the next. The largest increase of SEC Comment letters released by AD Office came from the Real Estate and Business Services  sector (AD Office 8 ) with a 2.0% increase as compared to 2009.  Conversely, the Financial Services Industry sector (AD Office 7) had the largest decrease with a drop of 2.1%.

For more information, please contact us

Phil Brown has joined the Intelligize team as a strategic advisor

We are very pleased to announce that Phil Brown has joined the Intelligize team as a strategic advisor. Phil brings extensive knowledge of SEC filings, processes and regulatory framework.  A pioneer in the development of electronic document retrieval, Phil will be providing Intelligize with strategic guidance on product development and further enhance our customer focus.

Phil is the former CEO and co-founder of Global Securities Information (GSI).  Under Phil’s leadership, GSI introduced Livedgar which became the leading SEC research platform in the marketplace.  GSI was acquired by Thomson Reuters in July of 2005.  Phil has over 20 years of experience in the legal and business information industry and has written two books on SEC Research.  He has won numerous awards for entrepreneurship and product innovation.

When asked why he chose to join the Intelligize team, Phil stated “I thought innovation in SEC Research was stagnant.  But the stuff Intelligize is doing is unique and really exciting”.

Welcome Phil!

Upcoming Filing Due Dates:Large Accelerated Filers:

* 10-K: for Fiscal Year Ended 05/31/10 due Friday, July 30, 2010
* 10-Q: for Quarterly Period Ended 06/30/10 due Monday, August 09, 2010
* 10-K: for Fiscal Year Ended 06/30/10 due Monday, August 30, 2010
* 10-Q: for Quarterly Period Ended 07/31/10 due Thursday, September 09, 2010
* 10-K: for Fiscal Year Ended 07/31/10 due Wednesday, September 29, 2010
* 10-Q: for Quarterly Period Ended 08/31/10 due Tuesday, October 12, 2010

Accelerated Filers:

* 10-Q: for Quarterly Period Ended 06/30/10 due Monday, August 09, 2010
* 10-K: for Fiscal Year Ended 05/31/10 due Monday, August 16, 2010
* 10-Q: for Quarterly Period Ended 07/31/10 due Thursday, September 09, 2010
* 10-K: for Fiscal Year Ended 06/30/10 due Monday, September 13, 2010
* 10-Q: for Quarterly Period Ended 08/31/10 due Tuesday, October 12, 2010
* 10-K: for Fiscal Year Ended 07/31/10 due Thursday, October 14, 2010

Non-Accelerated Filers:

* 10-K: for Fiscal Year Ended 04/30/10 due Thursday, July 29, 2010
* 10-Q: for Quarterly Period Ended 06/30/10 due Monday, August 16, 2010
* 10-K: for Fiscal Year Ended 05/31/10 due Monday, August 30, 2010
* 10-Q: for Quarterly Period Ended 07/31/10 due Tuesday, September 14, 2010
* 10-K: for Fiscal Year Ended 06/30/10 due Tuesday, September 28, 2010
* 10-Q: for Quarterly Period Ended 08/31/10 due Friday, October 15, 2010

Other Deadlines:

* 24F-2: for Fiscal Year ended 04/30/10 Due Thursday, July 29, 2010
* 11-K: for Fiscal Year ended 01/31/10 Due Friday, July 30, 2010
* 20-F: for Fiscal Year ended 01/31/10 Due Monday, August 02, 2010
* 13-F: for Quarterly Period ended 06/30/10 Due Monday, August 16, 2010
* 5: for Fiscal Year ended 06/30/10 Due Monday, August 16, 2010
* 11-K: for Fiscal Year ended 02/28/10 Due Friday, August 27, 2010
* 20-F: for Fiscal Year ended 02/28/10 Due Monday, August 30, 2010
* 24F-2: for Fiscal Year ended 05/31/10 Due Monday, August 30, 2010
* N-PX: Due Tuesday, August 31, 2010
* 5: for Fiscal Year ended 07/31/10 Due Tuesday, September 14, 2010
* 11-K: for Fiscal Year ended 03/31/10 Due Monday, September 27, 2010
* 24F-2: for Fiscal Year ended 06/30/10 Due Tuesday, September 28, 2010
* 20-F: for Fiscal Year ended 03/31/10 Due Friday, October 01, 2010
* 5: for Fiscal Year ended 08/31/10 Due Friday, October 15, 2010

In today’s competitive market, it is more important than ever to know a client’s business, and business development professionals expend a significant amount of resources getting to know the client. They gain valuable knowledge from news articles, analysts’ reports and various other sources. Yet one of the cheapest, most valuable and most often overlooked source is the client itself.

Public companies are required by the U.S. Securities and Exchange Commission to provide information to the public. There are dozens of types of mandatory SEC filings, such as those for making acquisitions or offering stock options, and they often run into the hundreds of pages. Searching for the right information can be daunting. Fortunately, there are ways to find the fight information – in a company’s annual filing – the 10K.

Most Common Form 10-K Risk Factors in the Oil & Gas Industry

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