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XBRL-Checklist
Guide

5-Minute XBRL Health Checklist

Got 5 minutes? Before you submit your next XBRL filing, ensure it’s in line with SEC requirements by completing the critical health-check processes outlined in this guide. Published June 2016.
Featured
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Guide
Infographic

2016 SEC Filing Calendar

As a financial reporting professional, you often have a lot on your mind. In an effort to make all the important dates and deadlines floating around in your head a little more manageable, we’ve created a handy calendar to help you manage your SEC filing deadlines. Published November 2015.
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Strat Chat

Strat Chat – XBRL: Same Mandate, Different Problems (And How to Fix Them)

When it comes to XBRL, new complications are cropping up quickly and require your immediate attention to ensure continued compliance and less stressful filing periods. Join DisclosureNet’s in-house XBRL expert Jason Martin in this Strat Chat that discusses these latest problems and the best ways to manage them.
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Strat Chat

Strat Chat – Disclosure Management 101

Every public company practices disclosure management, the question is whether they’ve formalized the process or not. This is often the factor which determines a filing’s success – not to mention, whether its creation is pain-free. In this Strat Chat, Kevin Beckberger gives an overview of disclosure management processes common to all companies, from updates to corporate data sources to the final submission of a document.
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Webinar

XBRL: Same Mandate, Different Problems (& How to Fix Them)

For the past 8 years, many companies have struggled through the tangled web of compliant XBRL filing. While some of these original challenges were overcome and paved the way for smoother filing, new complications are cropping up quickly and require your immediate attention to ensure continued compliance and less stressful filing periods. Join DisclosureNet’s in-house XBRL expert Jason Martin for a webcast that will discuss these latest problems and why it’s essential to stay abreast of the new complications filers are encountering.
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Infographic

Revenue Recognition: The ASU in a Nutshell

FASB’s new revenue recognition standard is set to transform the way public companies report on one of the most critical business processes. This infographic details everything from the 5Ws of the ASU to easy tips and tricks for the transition. Published September 2015.
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Webinar

Expert Roundtable: Identifying 3 Critical Financial Reporting Risks

This webcast will feature an expert panel that will lead you through an evaluation of three commonly overlooked areas in the average Disclosure Management Cycle that could be putting your company at risk. The discussion will also pinpoint where you’re going wrong, and provide methods for how to reduce risk in these areas.
Whitepaper

The Biggest Financial Reporting Risk You Don’t Know You’re Taking

This short whitepaper evaluates three areas in the average Disclosure Management Cycle that suffer from poor research methods, pinpoints where they’re going wrong, and provides examples for how to fix them to fix your relationship with filing risk. Published July 2015.
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Guide

Data Set Overview

Welcome to DisclosureNet Analytics; the newest and most efficient way to analyze the corporate data your company cares about! Read this short guide for a high-level overview of the data sets provided in the solution. Published March 2015.
Success Story

EnerSys

See how Sandhya Chakrapani, Director of External Reporting at EnerSys, uses DisclosureNet to improve her day-to-day work and reporting processes.
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Success Story

Oban Mining Corporation (Formerly Braeval Mining)

Since introducing DisclosureNet™ as the primary research solution at Oban Mining, it has streamlined research processes by eliminating hours of time wasted browsing through public filings.
Guide

DisclosureNet Solution Overview

This short guide provides an overview of DisclosureNet’s full suite of disclosure management and research products and services. Published December 2014.
Guide

2015 SEC Filing Calendar

We all have important dates to keep track of: Appointments, birthdays, our children’s sporting events… SEC filing deadlines. Download this calendar to better manage your reporting due dates. Published December 2014.
Success Story

MSCM LLP

MSCM turned to DisclosureNet™ to extract the information that would help the firm’s clients reach their destination: IFRS compliance.
Guide

Disclosure Research and Analytics 101

As the old adage goes, knowledge is power. That’s especially true when it comes to disclosure research and analytics – discover how DisclosureNet can boost your business by delivering the data that matters. Published October 2014.
Success Story

Linamar Corporation

With DisclosureNet™, Linamar gained an immediate advantage in their reporting with thousands of global, financial statements filed using IFRS at their fingertips.
Webinar

FSR to DisclosureNet CDM – 7 Reasons to Migrate Now

In this webcast, FSR to DisclosureNet CDM – 7 Reasons to Migrate Now, a panel of financial reporting SMEs will discuss how FSR has evolved into DisclosureNet CDM and why it’s important for the health of your financial reports to make the switch. Published September 2014.
Webinar

Your XBRL Health Check and Action Plan

In this session, DisclosureNet’s XBRL SME Jason Martin presents a series of compelling diagnostic questions so you can gauge the health of your XBRL filings and improve processes that may be suffering. Published September 2014.
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Strat Chat

Strat Chat – 3 Minute UGT Migration Plan

With the release of the 2015 UGT fresh in the minds of SEC reporting teams, DisclosureNet’s XBRL expert, Jason Martin has put together a quick Strategy Chat on how to update your XBRL taxonomy to reflect the most current reporting requirements.
Success Story

Lavery, de Billy, LLP

For Marie-Ève Gauthier, a translator at law firm Lavery, de Billy, L.L.P., finding documents to assist in translation and review has never been so easy.
Guide

Disclosure Management 101

What is disclosure management? Why is it so imperative to every public company’s long term success? Learn the answers to these questions and more in this short guide. Published August 2014.
Whitepaper

Is Your XBRL Filing Falling Short?

In this short article, DisclosureNet’s Jason Martin, Manager, XBRL Services, talks about four common problems with XBRL filings and why you need to understand them. Published August 2014.
Success Story

Hugessen Consulting Ltd

Using information from DisclosureNet™, Damian Yu, Principal of Hugessen Consulting Inc. made an executive bonus recommendation that will dramatically reduce his client’s costs.
Success Story

Grant Thornton LLP

How one Senior Investigator and his team at Grant Thornton LLP use DisclosureNet™ to find key information that helps complete cases more efficiently.
Success Story

AltaGas Ltd

With the initial and ongoing support from the client success team, AltaGas has increased its research proficiency by learning how to maximize the capabilities in DisclosureNet™.
Whitepaper

Financial Reporting and Disclosure Management For Dummies

Financial Reporting and Disclosure Management For Dummies is the Wiley guide to smarter disclosures. This e-book is sure to help you – and your company – optimize your financial reporting processes and experience the strategic benefit of best-in-class disclosures. Published May 2014.
Success Story

Agrium Inc

Agrium’s financial statements are at the leading edge of financial reporting and their time spent researching has been reduced by over 50%.
Guide

Canada / U.S. Filing Equivalency Chart

Although they share a border and a lot of business, U.S. and Canadian public companies are often speaking the different languages in their public filings – IFRS vs. U.S. GAAP. To make things easier, we’ve created a filing equivalency chart to help you bridge the GAAP. Published March 2014.
Whitepaper

The Difference Smarter Disclosure Makes

This short whitepaper discusses what top companies are doing – and not doing – to ensure their disclosures are leading edge. Plus, it explores practices you can employ to join the Smart Disclosure ranks. Published February 2014.
Guide

2014 SEC Filing Calendar

We’re throwing you a lifeline for your SEC deadlines. With so many reports and so little time, use this calendar as an aid when you’re putting together your 2014 work back schedule.
Infographic

The Anatomy of 10-K & 10-Q Filings

This infographic looks at the bare bones of 10-K and 10-Q filings, exploring how these two key documents, rich with intelligence and actionable material, were filed in 2012. Published April 2013.
Guide

A Guide to Security Throughout the Disclosure Management Cycle

When there’s a security breach in the Disclosure Management Cycle, there’s no siren or flashing red light to alert you. This guide discusses the vulnerable parts of the DMC and how to fortify them against security risk. Published August 2013.
Presentation

Financial Reporting – Common Challenges & Winning Strategies

Whether it’s hiring the right people or keeping track of standards, there are many challenges encroaching on the financial reporting world, but there are also many exciting solutions that will both expedite and improve the financial reporting process. Published June 2013.
Presentation

The Power of Analytics

More and more finance leaders are applying analytics, insight and action to strategic business decisions. How are they applying this methodology to real research examples? Published May 2013.
Presentation

Common XBRL Misconceptions

This presentation, which lists four common XBRL misconceptions and their corresponding realities, offers an opportunity to learn the basics and can help guide your company toward XBRL compliance. Published May 2013.
Presentation

10-K and 10-Q Filings

Minding your 10-Ks and 10-Qs can mean the difference between sustaining shareholder confidence and watching it sink, along with stock value. This presentation explores the importance of filing on time. Published May 2013.
Presentation

Cutting Through the Clutter to the Intelligence You Need

In today’s fast paced and content-drenched business environment, we’re constantly overloaded with information. This presentation will discuss four ways to enable precise research so that you can zero-in on action items you need. Published September 2012.
Presentation

Cloud-Based Software and Infinite ROI

Get your head IN the clouds and learn why more and more businesses are turning towards cloud-based software in order to save money. Published July 2012.
Webinar

DisclosureNet™: Your Essential Business App for 2013

As professionals engulfed in reporting season, it’s time you ask what DisclosureNet™ can do for you. Understand how our product can alleviate your pain points and expedite year-end reporting, particularly during crunch time. Published July 2013.
Webinar

5 Compelling Reasons to Call for IFRS Adoption in the U.S.

Right now, U.S. companies feel no sense of urgency to understand IFRSs. The SEC staff’s prolonged study and its ambiguous timeline communicate that adopting IFRS will either never happen or at worst “not in our lifetime.” Even if that’s true, IFRSs are here to stay. Watch Patricia Walters and Peter Kaju in this engaging webcast that firmly supports IFRSs. Published November 2012.
Whitepaper

3 Public Documents, Infinite Intelligence

Raw financial data has its place in every stakeholders’ action plan, but by breaking down key information in these filings you can find enough insight to motivate real, tangible, lucrative results. Published June 2013.
Whitepaper

The Top 4 XBRL Myths Debunked

Filers today are not only tasked with XBRL integration but they are also burdened with separating speculation from reality when it comes to XBRL dos and don’ts. This paper will evaluate four common misperceptions about XBRL, debunk these myths and identify next steps for filers. Published March 2013.
Guide

3 Financial Reporting Areas Prone to Material Weaknesses

Financial reporting is complex, but three areas in particular remain prone to material weakness. This list offers tips on tightening internal controls to help minimize risks that lead to misstatements surrounding these topics. Published April 2013.
Infographic

A Financial Reporting Spring Clean

Most filers are familiar with the old adage, “happy wife, happy life” as “happy SEC, happy public company.” This infographic explores the latest ASUs for filers, some current exposure drafts and the best ways to prepare. Published May 2013.
Whitepaper

The Disclosure Management Cycle

Learn how the disclosure landscape is constantly changing, improving and then changing again – and the effects these new regulations and trends have on your business’s Disclosure Management Cycle. Published August 2012.
Guide

A Guide to Common Filing Errors and How to Avoid Them

With the SEC’s reins tightening on noncompliance and deficiencies, public companies everywhere are looking for ways to avoid errors from the start. This guide explores three common filing errors, how they occur, their consequences and how to avoid them. Published April 2013.
Guide

5 Ways In-House XBRL Can Make Your Life Easier

With a handle on best practices, businesses can easily adhere to XBRL requirements. The first step? Understand these why filers are bringing XBRL tagging in-house. Published March 2013.
Infographic

The XBRL Cup

Tagging has entered the major leagues, as outsourcers and in-house solutions face off to see who will take the XBRL cup. Published March 2013.
Infographic

IFRS Around The World

This Infographic explores what IFRS looks like globally and drills down on what adoption would mean for the US on a micro-level. Published December 2012.
Guide

Top 10 Most Desired Public Filings

Countless professionals across all industries are finding that public filings expedite their research process and facilitate an easier way to create their own public filings. Here are the ten most desired public filings and why professionals need them today more than ever before. Published November 2012.
Guide

Three Ways to Enhance Your Disclosure Management Cycle

Leading companies are constantly evolving their processes to keep up with the ever-changing disclosure landscape. Here are three ways to enhance your Disclosure Management Cycle that we rank on the “high priority” list. Published August 2012. Published August 2012.
Infographic

Who Uses DisclosureNet?

See how your department can use the information public companies disclose to drive your own bottom line. Published August 2012.
Guide

How to Build a Business Case for Disclosure Management

Getting executive buy-in from the C-Suite isn’t rocket-science. But it’s also not easy, especially if you’re not speaking their language. Download a business case sure to charm the C-Suite. Published September 2013.