SEC Reporting Changes – Updated Requirements for XBRL and EDGAR Next

Are you public company focused?  For those people working for, talking to, on Boards of, advising, or investing in public companies, there are new SEC and reporting requirements, both domestically and abroad.  This program will briefly cover what finance professionals need to know XBRL SEC data changes and the EDGAR Next transition that began March 24, 2025 and has to be completed in 6 months.  Better to learn it here from experts at the Printer than wade through all the new requirements by yourself!

XBRL

• Introduction – XBRL requirements expanding globally – Why?
• SEC structured data initiatives revisited -  what problem is the SEC attempting to solve by adding more structured data requirements
• What is XBRL?
• Who is using XBRL and examples of benefits derived through its use?
• SEC
• Investors
• Other stakeholders dependent on SEC data
• Challenges and risks to Registrants
• Best practices for Registrants to achieve high quality XBRL submissions

The EDGAR Next portion of the presentation will include:

• Overview of the rule and impact
• Timing considerations
• Practical steps filers need to take to comply
• Managing Officers and Directors
• Demonstration of the live EDGAR Next dashboard

Our presenters from Toppan Merrill

Jennifer Froberg - Business Consultant IT - https://www.linkedin.com/in/jennifer-froberg-57320210/

Mike Schlanger - Vice President, Solution Sales - https://www.linkedin.com/in/mike-schlanger-8208b03/

Anne Seban - International Sales Director - https://www.linkedin.com/in/anne-seban-a85442a/

Toppan Merrill is a global leader committed to simplifying the process of regulatory disclosure and regulated communications for clients around the world.

Simply, our global teams provide industry-leading technology and service expertise to help and support our financial and healthcare clients as they create required business communications for capital market transactions, regulatory disclosure filings, shareholder and member communications, and sustainability reporting.

Anne Rachel Seban

International Sales Director

1325 Avenue of the Americas, 33rd Floor

New York, NY 10019

(t) 212.367.5917

(m) 917.327.0817

[email protected]

toppanmerrill.com