SEC Smaller Reporting Companies and foreign private issuers will need to begin preparing their financials, including cover pages for forms 10-K, 10-Q, 20-F, 40-F, and 8-K, using Inline XBRL starting with their first fiscal period after June 15, 2021.
XBRL service and tool providers have successfully helped large accelerated and accelerated filers prepare their EDGAR filings; and now are ready to help phase 3 filers with lessons learned and best practices. During this 2-part series, you'll learn basics of the rule change, and fundamentals of Inline XBRL such as hidden tags, continuations and exclusions, and transformations.
Plus, you'll hear the following guest speakers:
- Session 1: Julie Marlowe from the SEC's Office of Structured Disclosure will discuss the SEC rule and observations from first and second phase filers in Inline XBRL.
- Session 2: CEO from Calcbench, a data analytics platform used by hedge funds, investors and analysts, on how XBRL-formatted data from small companies is used by the investment and research communities.
Pranav Ghai, co-Founder and CEO, Calcbench
Steven Horowitz, Manager of Technical Services and Web Applications, Novaworks LLC
Julie Marlowe, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, Securities and Exchange Commission
The events in this series are free to attend, with an option to participate and earn 1 CPE for each session ($49 for non-members or $39 XBRL US Members), OR save 20% if you register for both sessions) – look for details in the registration confirmation.