Tips & Tricks for 10-Q Season

About This Webinar

In this fast-paced webinar, see how you can identify trends, research language and pinpoint specific data with a high degree of efficiency. You’ll have more time to focus on disclosure strategy and optimizing what and how to disclose.

You’ll see how to be more effective using:

• The MD&A Matrix to see how peers’ disclosure has changed—including what’s new or has been deleted—to quickly anticipate hot topics in disclosure and spot trends not previously visible. MD&A is one of the most frequent targets of SEC Staff comments!

• The Intelligize 10-Q checklist to connect to peers’ filings, comment letters and regulations/codes

• Firm Memos for insights, guidance and knowledge about trending topics

• Redlining in both SEC Filings and Disclosure Benchmarking to strengthen your disclosure research

Time permitting, there will be a Q&A period for your questions.

Featured Presenters

Sean Coleman

Customer Experience Manager

Sean Coleman currently serves as the Team Lead for Customer Success at Intelligize. He has fourteen years of industry experience, serving as Manager of Research at Knowledge Mosaic, Consultant with Lexis Practical Guidance and now in his role with Intelligize. Sean has hosted over 1,800 in-person or virtual training sessions throughout his career. He holds degrees from the University of Washington and certifications from MIT.

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Hosted By

Intelligize

Expert insight for compliance and transactional professionals on trending topics, current events, or regulatory and rulemaking changes in SEC compliance.

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