“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...
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...
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...
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...
May 2020
New Report: As Global Pandemic Forces Companies to Hold Virtual Annual Shareholder Meetings, Momentum Builds for Some to Make the Change Permanent
RESTON, Va. (May 19, 2020) – The global health crisis forced an...
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,...
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
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.
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...