Search the Site

Insights & Analysis

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

COVID-19 Drives 600% Increase in Disease-Related Risk Factors

Want a reminder of how much the world has changed in 2020? Well, we’re giving you one anyway. At this point last year, fewer than 200 public comp...

Read More
hexagons
Filings & Data Points

SEC’s CorpFin released CF Disclosure Guidance: Topic No. 9A; how are companies responding now?

The Securities and Exchange Commission (SEC) has more questions; see how companies are stepping up...

Filings & Data Points

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

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

blog

Six New Lessons from Latest Round of COVID-19 Comment Letters

While the COVID-19 outbreak has left many of us hanging around the house for months,...

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

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...

April 2020

Mind the Non-GAAP: A Look at Recent SEC Guidance on Non-GAAP Financial Measures

Public companies using non-GAAP financial measures continue to draw regulatory scrutiny and...

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

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,...

February 2020

Massive 2019 Unicorn IPOs Lead Market to More Than Triple the Value of 2018 Unicorn IPO Class According to New Intelligize Report

RESTON, Va. (February 25, 2020) – Unicorns – private companies valued at...

More »

Filings & Data Points

July 2020

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

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

July 2020

SEC’s CorpFin released CF Disclosure Guidance: Topic No. 9A; how are companies responding now?

The Securities and Exchange Commission (SEC) has more questions; see how companies...

July 2020

Face mask requirements: example meeting disclosure – July 17, 2020

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

More »

Podcasts

More »

Blog

COVID-19 Drives 600% Increase in Disease-Related Risk Factors

Want a reminder of how much the world has changed in 2020? Well, we’re giving you one anyway. At this point last year, fewer than 200 public comp...

Moneyball Savant Seeks Bargains at Sports SPAC

As general manager of the Oakland A’s, Billy Beane was so good at discovering undervalued assets that Michael Lewis wrote a book about him and Brad ...

New Rules for Proxy Advisors Divide Issuers, Investors

Is polarization coming to the financial markets? You might think so after hearing the divided reaction to the SEC’s new rules for proxy advisory fir...

More »