Insights & Analysis

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

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Crypto Companies Enlist (Former) SEC Leaders

Plucking executives from the federal government is a go-to move for co...

blog

Banks and Shareholders at Odds Over Racial Equity Audits

Last year, the consultants at McKinsey & Company set out to study ...

blog

Banks Push for a Return to the Office

The Covid-19 pandemic was supposed to revolutionize the modern workpla...

Whitepapers & Special Reports

2021 Playbook on ESG Shareholder Proposals

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

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...

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

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

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Filings & Data Points

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

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

Top 10 risk factors from 10-K filings

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

Negative event disclosure: Form 8-K items

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

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Press Releases

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...

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...

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Webinars

IBOR Transition: Current Status of US Federal Tax Guidance

Interbank Offered Rates (IBORs), including the London Interbank Offered Rate (LIBOR), serve...

COVID-19 Considerations for SEC Reporting Companies

In 2021, the COVID-19 pandemic continues to raise a number of issues...

A Whirlwind Recap of the SEC’s Principal 2020 Rulemakings

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

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Blog

BlackRock Bets on Its ESG Record

As the manager of $8.7 trillion in assets, BlackRock has a big voice in the business community. It famously exercises that voice in an annual letter t...

Is the SEC Ready to Play Ball with SPACs?

If you’re a baseball card enthusiast who left your collection to gather dust in an attic somewhere, you may want to stop reading now. Earlier this y...

Infrastructure Plan Builds Corporate Tax Debate

In the S-1 filed ahead of its April IPO, Frontier Airlines cited several risk factors it said could threaten its business model of providing cheap fli...

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Videos

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.

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.

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.

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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

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