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...
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...
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
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,...
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...
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
Podcasts
January 2019
Early Adopters Confront the Challenges of Revenue Recognition
Implementation of new revenue recognition standards was always going to be a...