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Tuesday, March 19. 2019

SEC Staff to Hold Spring Fintech Forum on Distributed Ledger Technology and Digital Assets

The SEC will hold a public forum discussing distributed ledger technology (DLT) and digital assets on May 31st, 2019. The Commission’s Strategic Hub for Innovation and Financial Technology (FinHub) is organizing the forum, which was announced as part of the launch of FinHub last year. FinHub’s mission concerns maintaining active engagement with market participants about emerging financial technologies. As the second such meeting hosted by FinHub, the forum will focus on fostering greater communication and understanding around issues involving DLT and digital assets. It will feature panelists from industry and academia who will explore topics like initial coin offerings, digital asset platforms, DLT innovations, and the impact these technologies have on markets and investors.

Continue reading "SEC Staff to Hold Spring Fintech Forum on..." »
Posted by
The Novaworks Team
in Events, SEC at 14:34

Monday, October 22. 2018

Event: 2018 Government-Business Forum to Be Held at The Ohio State University

On October 18th, the SEC announced it is partnering with the National Center for Middle Market at The Ohio State University Max M. Fisher College of Business to host the SEC’s annual Government-Business Forum on Small Business Capital Formation. The Government-Business Forum, which is an annual forum providing a platform to highlight additional measures to improve small business capital formation, will be held on December 12th.

Continue reading "Event: 2018 Government-Business Forum to Be..." »
Posted by
The Novaworks Team
in Events, SEC at 12:56

Friday, September 28. 2018

Event: SEC to Host Roundtable on Market Data and Market Access

Members of the SEC’s staff will host a two-day roundtable on October 25 and October 26 on market data and market access. This roundtable is hosted by the SEC’s Division of Trading and Markets.

Continue reading "Event: SEC to Host Roundtable on Market Data..." »
Posted by
The Novaworks Team
in Events, SEC at 10:07

Thursday, September 27. 2018

Event: SEC to Host Roundtable on the Proxy Process

Members of the SEC’s staff will host a roundtable on November 15 to hear investor, issuer, and other market participant views about the proxy process and rules. This roundtable will focus on key aspects of the proxy system in the US, including proxy voting mechanics and technology, the shareholder proposal process, and the role and regulation of proxy advisory firms.

Continue reading "Event: SEC to Host Roundtable on the Proxy Process" »
Posted by
The Novaworks Team
in Events, SEC at 14:18

Wednesday, March 28. 2018

FASB Hosts Webinar on 2018 GAAP and SEC Taxonomy Improvements

On April 3rd from 1:00 to 2:30 PM EST, the Financial Accounting Standards Board (FASB) will host a webinar covering 2018 GAAP and SEC taxonomy improvements. During the webinar, the FASB staff will demonstrate how to apply the new modeling using example disclosures and discuss the new 2018 SEC Reporting Taxonomy.

Continue reading "FASB Hosts Webinar on 2018 GAAP and SEC..." »
Posted by
The Novaworks Team
in Events, FASB News, SEC, US GAAP Taxonomy at 13:02

Monday, December 04. 2017

CFA Investor Forum Explores an Earnings Release Case Study

The CFA’s Investor Forum 2017, developed by XBRL US and held in sponsorship with CFA Institute and CFA Society New York, recently explored numerous issues applicable to the use of XBRL in the financial data analysis and reporting industries. During the conference, Michelle Savage, Vice President of Communication for XBRL US, and Scott Theis, CEO of Novaworks, LLC and Chairman of XBRL US’s Domain Steering Committee, discussed an earnings release case study that discussed how building an XBRL taxonomy to represent the data held within the release could be beneficial to the financial and investment communities.

Continue reading "CFA Investor Forum Explores an Earnings Release..." »
Posted by
The Novaworks Team
in Events, Novaworks News, SEC, XBRL at 11:07

Wednesday, November 15. 2017

CFA Investor Forum Discusses Who's Using XBRL and Why

At CFA’s Investor Forum 2017, a panel of industry experts discussed case studies that illustrate XBRL’s use in accounting and financial reporting and the rationale behind its adoption. This panel discussed different ways in which XBRL is employed in the financial sector.

Continue reading "CFA Investor Forum Discusses Who's Using XBRL..." »
Posted by
The Novaworks Team
in EDGAR News, Events, SEC Filing Help, XBRL at 08:50

Monday, September 25. 2017

SEC To Host Compliance Outreach Program for Municipal Advisors

The Securities and Exchange Commission (SEC), the Municipal Securities Rulemaking Board (MSRB), and the Financial Industry Regulatory Authority (FINRA) opened registration for the Compliance Outreach Program for Municipal Advisors earlier this month.

Continue reading "SEC To Host Compliance Outreach Program for..." »
Posted by
The Novaworks Team
in Events, SEC at 11:20

Thursday, August 17. 2017

XBRL US Offers Second IFRS Taxonomy Deep Dive Webinar

XBRL US will be offering a second IFRS Taxonomy Deep Dive Webinar on August 23rd at 3:00 PM EST. This webinar will cover the IFRS Taxonomy and SEC rules requiring foreign private issuers to file their financials in XBRL format.

Continue reading "XBRL US Offers Second IFRS Taxonomy Deep Dive..." »
Posted by
The Novaworks Team
in Events, IFRS Taxonomy, SEC Filing Help, XBRL at 11:30

Monday, April 17. 2017

SEC Announces Dates for 2017 Compliance Outreach Seminars

The SEC has opened registration for its compliance outreach seminars for investment companies and investment advisers. Seminars are being held in four different cities around the country in May and June.

Continue reading "SEC Announces Dates for 2017 Compliance..." »
Posted by
The Novaworks Team
in Events, Investor Education, SEC at 09:21

Friday, September 30. 2016

Join Us At the XBRL US SEC Filer Workshop

Update: The November 2 XBRL US SEC Filer Workshop has been cancelled.


XBRL US is hosting a one-day workshop for SEC filers on Wednesday, November 2, 2016 at the AICPA offices in New York City. Topics covered by the workshop will include the changes to financial reporting that regulators are proposing, including the permitted use of Inline XBRL and revisions to disclosure requirements.

Continue reading "Join Us At the XBRL US SEC Filer Workshop" »
Posted by
The Novaworks Team
in EDGAR News, Events, SEC Filing Help, XBRL at 14:30

Friday, June 19. 2015

Join Us At the 2015 National Conference of the Society of Corporate Secretaries

Novaworks is proud to be a sponsor for the 2015 National Conference of the Society of Corporate Secretaries and Governance Professionals taking place in Chicago, June 24-27. This is our second year sponsoring the Society’s National Conference, and we’re looking forward to seeing you there! Continue reading "Join Us At the 2015 National Conference of the..." »
Posted by
The Novaworks Team
in Events at 11:02

Monday, May 04. 2015

Join Us at ICI’s 2015 General Membership Meeting

Novaworks will be attending ICI’s General Membership Meeting this year, taking place in Washington DC at the Marriott Wardman Park Hotel, May 6-8. This is our first year attending ICI’s GMM, and we’re looking forward to seeing you there!
Continue reading "Join Us at ICI’s 2015 General Membership Meeting" »
Posted by
The Novaworks Team
in Events at 14:51

Wednesday, March 11. 2015

Join Jeff Burcham at the ICI Mutual Funds and Investment Management Conference

Jeffrey Burcham, our customer service advocate, will be attending ICI’s 2015 Mutual Funds and Investment Management Conference this week in Palm Desert, California and is looking forward to seeing you there! Continue reading "Join Jeff Burcham at the ICI Mutual Funds and..." »
Posted by
The Novaworks Team
in Events at 10:49

Thursday, December 04. 2014

Scott Theis Joins Mark Gruba for an Interview on Why Rochester Is the Ideal Setting for Novaworks

On December 3, 2014, Novaworks’ President and CEO, Scott Theis, joined Mark Gruba for his Why ROC segment on News 8 at Sunrise. Why ROC is a short segment on WROC in Rochester, NY that highlights local businesses and discusses why Rochester is such a great setting for business. Continue reading "Scott Theis Joins Mark Gruba for an Interview..." »
Posted by
The Novaworks Team
in Events at 15:21
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