Navigating EDGAR Next: Top Questions Answered
Thursday, June 26 | 1pm EST
Last September, the SEC announced its final EDGAR Next rule, enhancing security, transparency, and accountability in filings. In response, DFIN introduced the intuitive EDGAR Next Enrollment Portal to help clients quickly enroll and prepare for the new authentication requirements for all filing types.
What You'll Learn? Since the launch of our portal, and during our last webinar, we have received numerous inquiries, and are excited to answer them in this session.
Join us as we cover the top client questions, including:
- How do I reset my passphrase?
- What are the benefits of using DFIN’s Enrollment Portal versus enrolling on the SEC Filer Management Dashboard?
- What is the difference between account administrators, users, technical administrators, and delegated filers?
- How do we coordinate the annual confirmation process for filers with multiple Account Administrators?
- How do we handle board members enrolled in EDGAR Next who serve on multiple companies?
- What are the plans for testing and GO LIVE?
- Industry status: How many client CIKs are enrolled and delegated to DFIN?
Interactive Q&A: We encourage you to submit any questions you want to cover ahead of time via the registration form.
DFIN’s Enrollment Portal Update: Discover how DFIN’s clients are using the Enrollment Portal and see how you compare to your peers for EDGAR Next readiness. We will also demonstrate the Portal’s user-friendly features and share insights into our upcoming release schedule.
Speakers:
- Brian Lynch: VP of Solution Services, expert in regulatory compliance solutions.
- Marcie Clark: Director of Regulatory Services, with extensive knowledge in SEC regulations.
- Sean Lively: Director of Product Development, specializing in regulatory compliance tools.
- Veronique Joseph: Manager of Solutions Development, skilled in compliance strategy implementation.
If this time doesn't suit your local timezone, or if you are unable to attend at this time, please register anyway — we'll send a replay to all registrants, so you can watch at your convenience.
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