Toppan Merrill

Check out this updated EDGAR Next blog from Jennifer Froberg sharing an overview of the final rule and what SEC issuers need to know to be prepared. https://lnkd.in/gqF97Wdt Plus, register to attend our EDGAR Next webinar on Oct. 28. https://lnkd.in/gQ-jwgVM #EDGARNext #SEC #AdvancingBusiness #ExpandingPossible

Is your MAO ready for 2024 open enrollment changes? Take a deep dive into the 2024 CMS Final Rule changes to improve accessibility, get key updates to the requirements, and learn the challenges MAOs face in ensuring compliance while optimizing for efficiency and cost-effectiveness. Check out our latest blog. https://lnkd.in/gvuzc-tk #AdvancingMemberCommunications #ExpandingPossible #CMS

The new SEC mandate requiring Schedule 13D and 13G filings to be submitted in an XML format, effective Wednesday, Dec. 18, 2024. Check out the blog where Eva Schaeffer shares insights into the challenges and key consideration as filers transition to structured, machine-readable formats. https://lnkd.in/gXjYJgKu #AdvancingBusiness #ExpandingPossible #SEC

Congratulations to the Northwestern University Pritzker School of Law on an outstanding 44th Annual Ray Garrett Jr. Corporate & Securities Law Institute conference. Once again, this event featured an exceptional lineup of panels and industry experts discussing critical corporate and securities law issues and developments confronting public corporations. #AdvancingBusiness #ExpandingPossible #SEC

With the July 2024 RILA rule adoption, there have been many discussions related to the regulatory and procedural impact to issuers. Guy Stanzione explores the highs, the lows, and questions that need to be addressed to ensure SEC compliance. Listen in: https://lnkd.in/ew-7eenP Learn more: https://lnkd.in/gTYw--yP Watch now: https://lnkd.in/eFZTFnpz #RILA #AdvancingBusiness #ExpandingPossible

EDGAR Next. It’s here. The SEC has announced the EDGAR Next final rule. https://lnkd.in/gAGtUcSn https://lnkd.in/g6wbnd7j Subscribe here for the latest from the SEC and to receive our EDGAR Next webinar invite. https://lnkd.in/gKu5xqus #AdvancingBusiness #ExpandingPossible #EDGARNext

As ICI’s 2024 Tax and Accounting Conference comes to a close, Guy Stanzione, Anthony Dalton, Tony Anzivino, and Kimberly Tostrud enjoyed the opportunity to connect with industry experts, peers, and customers. As expected, the event was packed with industry updates and valuable insights! #ICI #AdvancingBusiness #ExpandingPossible

First full day of educational sessions from our industry experts and an insightful presentation from Phil Gwoke on Working Across Generations, at the ICI TAC Conference. Toppan Merrill sponsored the Tequila tasting booth, which was a popular hit at the Boca Breeze reception! Anthony Dalton, Tony Anzivino, Guy Stanzione, and Kimberly Tostrud are ready for another day of networking and engaging with clients and prospects to solve challenges they face with the ever changing regulatory landscape. #ICI #AdvancingBusiness #ExpandingPossible

ICI 24 TAC Conference kicked off in Boca Raton, Florida with an incredible welcome reception sponsored by State Street where Anthony Dalton, Tony Anzivino, Guy Stanzione, and Kimberly Tostrud, were able to catch up with many clients followed by an intimate dinner hosted by our friends from Stradley Ronon. #ICI #AdvancingBusiness #ExpandingPossible #SEC

The 23rd Annual SEC "Hot Topics" Conference strives to provide you with insight, inspiration and practical approaches to discuss and explore topics related to Cyber, Crime and Climate issues. The event will feature cyber wargames, audience participation, panel on cyber incidents, updates from the SEC and FASB, and a discussion on climate regulation. You won’t want to miss this. If your company has not experienced a cyber-attack, consider yourself lucky but you need to be prepared. Join us for engaging live conversations with Jorge G. Tenreiro, Deputy Chief, Crypto Assets and Cyber units, Division of Enforcement at the SEC. Gain insights on cyber-attacks against corporations with interactive cyberwar games and hear about insurance considerations, hardware considerations, stories of how one can survive a cyber-attack and the FBI’s perspective! You will learn alongside executives, auditors, accountants, lawyers, and financial professionals, The event qualifies for 7 CPE & 5.75 California MCLE Credits. 🌐 Location: The Westin South Coast Plaza Hotel in Costa Mesa, CA[KR2] Register Here: https://lnkd.in/gtHW_xAK Nick Bergamo, CPA | Mark Hughes | Scott Maguire | Vivek Mande | Kristen McCarthy | Shea Milligan | Joseph Moderow | Jim Moloney | April Morris | Wayne Pinnell | Jon C. Smith | Summer Taylor | Jane Park | Paul Short | Scott Gorrell | David Chavez | Jackie Dees | Jason Emmons | John Gelinne | Katherine Le | Lauren Assaf-Holmes | Meg Schult | Patrick Loftus | Robert Renzulli