Search the Site

Insights & Analysis

Special reports, whitepapers, data and insights on timely SEC topics, powered by the Intelligize platform.

New Intelligize Podcast Tackles Return-to-Work Issues

Dust off those AirPods, everyone. That’s right, Intelligize is getting into the podcast game with “Forward-Looking Statements,” a new monthly po...

Read More
hexagons
blog

Vanguard Says No on Pay at Alphabet, Uber

“Over the past year, the pandemic, economic uncertainty, and a historic social justice movement have...

blog

SEC Wants Quality, Not Quantity, in Risk Factor Disclosure

Here’s all you really need to know about this blog post: In a new rule...

blog

SEC Rule on Human Capital Disclosure Leaves Specifics to Issuers

In a year dominated by conversation of furloughs, payroll protection and corporate diversity, it’s no...

Whitepapers

October 2019

Critical Audit Matters: Public Company Adaptation to Enhanced Auditor Reporting

Based on data from the August 2019 survey of 171 compliance specialists...

August 2019

Impact of New Revenue Recognition Standards on Public Companies, Part II

Part II of Intelligize’s revenue recognition (Topic 606) research series checks back...

April 2019

No-Action Letter Citation: Analyzing Excluded Shareholder Proxy Proposals

More than half of all shareholder proxy proposal exclusions allowed by the...

More »

Webinars

September 2020

Getting social (without the distance): How investors are looking for the “S” in “ESG”

The global pandemic and the social climate have exposed how crucial the...

July 2020

Changes to the Securities Offering Process: Confidential Submissions, Test the Waters and Direct Listings

Direct listings as an alternative to traditional IPOs has generated increased attention...

June 2020

Developments affecting social media usage by issuers and regulated entities

The growing use of social media has created challenges for federal securities...

More »

Special Reports

May 2020

Proof of concept: an Intelligize report on virtual annual shareholder meetings

This proxy season, an unprecedented number of public companies adopted a virtual...

February 2020

Analysis of 2019 unicorn IPOs

See the offering trends and other important developments in unicorn IPOs from...

January 2020

2020 playbook on ESG shareholder proposals: Evaluating last year’s proxy vote results

Carry last year's proxy vote results into this season with our 2020...

More »

Press Releases

September 2020

Intelligize’s ‘Forward-Looking Statements’ Podcast Helps Public Companies Remain on Leading Edge of Evolving Regulatory Landscape

NEW YORK (September 17, 2020) – Intelligize, the industry-leading provider of compliance...

April 2020

Intelligize Makes Access to Compliance Management Platform Complimentary to Help Corporations Prepare for Filings and Earnings Calls Amid COVID-19 Outbreak

NEW YORK (April 1, 2020) – Compliance management and analytics provider, Intelligize,...

More »

Filings & Data Points

August 2020

Negative event disclosure: Form 8-K items

See the trends in Form 8-K disclosure for negative events

August 2020

UPDATE: Face mask requirements: example meeting disclosure – August 14, 2020

Example 2020 earnings call and meeting transcripts that mention face mask requirements

July 2020

UPDATE: Face mask requirements: example meeting disclosure – July 31, 2020

Example 2020 earnings call and meeting transcripts that mention face mask requirements

More »

Videos

August 2020

Intelligize Current Report: coronavirus credit rating downgrade

Intelligize, the #1 market leader in compliance research, delivers insights and analysis on all of the latest news affecting your disclosure. In this episode of Current Report, we dive into thorny issues involved in a coronavirus-related credit rating downgrade.

More »

Podcasts

In this episode, our host Marc Butler interviews Matt Waters, Director of Lease Accounting at CoStar Group. This conversation covers:

  • The value of mentorship and coaching for professionals entering the lease accounting space.
  • The role of re-measurement in lease accounting and how companies are rising to the challenge.
  • Matt’s go-to resources for learning and how they’ve evolved over time.

September 2020

Matt Waters, Director of Lease Accounting, CoStar Group

In this episode, our host Marc Butler interviews Intelligize CEO Todd Hicks. This conversation covers:

  • How to respond to the changing work environment.
  • Todd’s approach to maintaining a growth trajectory amid evolving norms.
  • Why Todd prioritizes learning and growth, and his current professional development endeavor.

September 2020

Todd Hicks, CEO, Intelligize

September 2020

Forward-Looking Statements: The Intelligize Podcast Trailer

Blog

Vanguard Says No on Pay at Alphabet, Uber

“Over the past year, the pandemic, economic uncertainty, and a historic social justice movement have brought environmental, social, and governance r...

New Intelligize Podcast Tackles Return-to-Work Issues

Dust off those AirPods, everyone. That’s right, Intelligize is getting into the podcast game with “Forward-Looking Statements,” a new monthly po...

Corporate Boards Get Wake-Up Call on Climate Change

The National Association of Corporate Directors (NACD) just issued a report stating that only 13% of public company directors place climate change amo...

More »