Search the Site

Insights & Analysis

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

NYSE Caught in Political Fight Over China

If you don’t like the New York Stock Exchange’s policy toward China’s state-run telecoms, just wait. It could change at any moment. The NYSE ...

Read More
hexagons
blog

Issuers Speak Volumes on Insurrection

Avoiding politics is a popular conversational tactic today—so much so that some people may not...

blog

Five Big Questions for 2021

If you had asked us what to expect from the year 2020 last January, suffice...

blog

2020: The Year in Review

Psst. Hey there. It’s okay to come out now—we made it to 2021. That’s certainly...

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

December 2020

A Whirlwind Recap of the SEC’s Principal 2020 Rulemakings

Given that 2020 was such a tumultuous year, even the most dedicated...

December 2020

Time to Get Ready: Preparing for the 2021 US Proxy & Annual Reporting Season

Preparation is key to a successful proxy and annual report season, and...

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...

More »

Special Reports

December 2020

2021 Playbook on ESG Shareholder Proposals

Black Lives Matter. Raging wildfires. A deadly pandemic. A bitter election. The...

October 2020

Only fools rush in: A study of SEC comment letters on lease accounting

Nearly two years after the implementation of a radical change to the...

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...

More »

Press Releases

November 2020

New Intelligize® Company Insights Application Brings Together Comprehensive Corporate Snapshots to Power Investor Relations and Market Research

NEW YORK – November 2, 2020 – Intelligize, the industry-leading provider of...

October 2020

New Intelligize Report Highlights Challenges for Companies in Adapting to New Lease Accounting Rules

NEW YORK (October 1, 2020) – Nearly two years after the implementation...

More »

Filings & Data Points

December 2020

Zoom Video Communications, Inc. 10-Q (Dec. 4, 2020)

Zoom cites the end of the pandemic as a risk factor.

October 2020

Top 10 risk factors from 10-K filings

Top ten 10-K risk factors for review. For this report, we analyzed...

August 2020

Negative event disclosure: Form 8-K items

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

More »

Videos

October 2020

Intelligize Current Report: human capital disclosure

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 the disclosure of human capital measures or objectives that address the attraction, development and retention of personnel.

September 2020

Intelligize Current Report: risk factor summaries

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 recent Reg. S-K amendments that require a risk factor summary.

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 the SEC Professionals Group’s Executive Advisor, Steve Soter. This conversation covers:

  • How the role of financial accounting goes beyond just the results, but serves as the beating heart of an organization.
  • Steve’s experience writing one of the very first technical accounting memos on how to account for blockchain. 
  • How he deals with the constant wave of new subject matter in his current role. 

November 2020

Steve Soter, Executive Advisor, SEC Professionals Group


In this episode, our host Marc Butler interviews IR Magazine Editor Ben Ashwell. This conversation covers:

  • How Ben got his start in the financial sector and how launching his career during the Great Recession shaped his current approach to change. 
  • How the investor relations and governance industries is facilitating network, continued education and participation among professionals. 
  • The value of transparency and communication in the relationship between investors and organizations. 

October 2020

Ben Ashwell, Editor, IR Magazine

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

Blog

NYSE Caught in Political Fight Over China

If you don’t like the New York Stock Exchange’s policy toward China’s state-run telecoms, just wait. It could change at any moment. The NYSE ...

Issuers Speak Volumes on Insurrection

Avoiding politics is a popular conversational tactic today—so much so that some people may not even know how their family and friends feel about the...

Five Big Questions for 2021

If you had asked us what to expect from the year 2020 last January, suffice it to say that we would have been wrong. So we’re staying out of the pre...

More »