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Critical Audit Matters: Public Company Adaptation to Enhanced Auditor Reporting

Based on data from the August 2019 survey of 171 compliance specialists at public companies, our report illustrates how public company compliance officials are adapting their own corporate disclosure and processes to comply with the PCAOB’s critical audit matters (CAMs) rule change.

What company-drafted language might change in the next annual report? Which company representatives engaged with the auditing firm as part of so-called “dry runs?” How long did that process take? Should auditors be talking to investor relations teams? Our survey report provides critical insight into these and other questions.

Download the report to gain more insight into how public companies are preparing for reporting CAMs.

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Impact of New Revenue Recognition Standards on Public Companies, Part II

Part II of Intelligize’s revenue recognition (Topic 606) research series checks back in on the early adopters discussed in Part I to see how the adoption process has gone, and where SEC review has focused for both early and standard adopters.

In this whitepaper, Intelligize’s Rob Peters and Erin Connors leverage public company filings, SEC correspondence and other data available on the Intelligize platform to detail the Commission’s investigative priorities and highlight significant compliance trends.

Download the whitepaper today to gain more insight into what the SEC wanted in companies’ Topic 606 disclosures.

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No-Action Letter Citation: Analyzing Excluded Shareholder Proxy Proposals

More than half of all shareholder proxy proposal exclusions allowed by the SEC are based on Rules 14a-8(i)(7) and 14a-8(i)(10), according to research and analysis in our new report.

In this special report, Intelligize’s Rob Peters and Alyson Clabaugh leverage public company filings and SEC correspondence available in Intelligize’s No-Action Letters database to examine and visualize discernible and instructive trends over the last three years in companies’ ability to exclude certain shareholder proposals from proxy materials – particularly those relating to environmental, social and governance (ESG) issues.

Download this special report today to gain more insight into which methods of securing shareholder proposal exclusions through the no-action letter process have proven to be most effective.

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Impact of Revenue Recognition Standards on Public Companies, Part I

U.S.-based public companies are choosing the less onerous (but riskier) of two possible methods for complying with new standards for recognizing revenue from customer contracts. Nearly 12 years in the making, the new rules cut across all industries and have been called the regulatory change with the most profound impact on corporate finance since the Sarbanes-Oxley legislation at the start of the century.

In this whitepaper, Intelligize Senior Director, Rob Peters, explores the impact of the new revenue recognition standards on public companies, and the SEC’s approach to enforcing them.

This whitepaper contains:

  • An overview of revenue recognition changes
  • Results from early and standard adopters of the new rules
  • An analysis of the SEC’s response to adopters of the standard

Listen to the January 31, 2019 edition of the “CPA Conversations” podcast to hear more from Intelligize on this topic.

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The Cyber Risk Disclosure Groundswell: Corporate Governance Response in the Specter of SEC Oversight

The threat of cybersecurity breaches has evolved from a matter of “if” to “when” for corporations and government entities around the globe. While more public companies have come forward to disclose cybersecurity as a risk factor in recent years, still less than half (38%) of U.S. public companies cite cybersecurity as a risk factor in their annual and quarterly SEC filings. See what lies ahead, and learn about the consequences of improper – or a lack of – disclosure in our free whitepaper.

This free whitepaper explores the far-reaching effects of cyber breaches, including:

  • Why companies are increasingly reporting cybersecurity as a risk factor
  • Cybersecurity in the Boardroom & the GC’s office
  • Possible SEC guidance on disclosure
  • The possible ramifications of a breach
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The Earnings Call: When Investor Relations Officers Prove Their Worth

The Earnings Call is arguably the single most important point of contact between a public company and the market. A wrong word, phrase or poor explanation could cause your stock price to tumble.  Enter the Investor Relations Officer, the unsung hero of earnings calls.

Intelligize Chief Strategy Officer, Phil Brown, explores the modern earnings call and identifies the sheer volume of information IROs must consider when preparing.

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Understanding Disclosure Effectiveness

The reach of disclosure effectiveness could graze all corners of the business and finance sphere. This whitepaper takes a balanced. insightful look at disclosure effectiveness. considering its immediacy, its roots, and how it is already projected to affect corporations. law firms, accounting firms, and the shareholders who invest in them.

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