Tuesday, July 07. 2015

SEC Proposes Amendments to Form ADV and Investment Advisers Act

On May 20, the Securities and Exchange Commission published a proposed rule (Release Number IA-4091) to amend certain rules under the Investment Advisers Act. The aim of the changes is to fill data gaps, to enhance reporting requirements, and to allow for “umbrella registration” for private fund advisers.

Continue reading "SEC Proposes Amendments to Form ADV and..." »
Posted by
The Novaworks Team
in SEC at 10:09

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, April 01. 2015

What’s New in UGT 2015

With the 10-K season wrapped up, now is a great time to start preparing for the transition to the 2015 US GAAP taxonomy. On March 9, the Securities and Exchange Commission updated EDGAR to accept this new taxonomy. While this taxonomy should not be used for reports with a reporting period that ends before March 9, 2015, it’s a good idea to transition your SEC filings as soon as possible for reporting periods that end after March 9. Continue reading "What’s New in UGT 2015" »
Posted by
The Novaworks Team
in EDGAR News, SEC Filing Help at 13:36

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

Friday, March 06. 2015

Novaworks Featured in Local Rochester Business Journal

Novaworks was recently featured in local Rochester newspaper, the Rochester Business Journal, which highlighted Novaworks' responsive approach to EDGAR filing software and steady growth. Continue reading "Novaworks Featured in Local Rochester Business..." »
Posted by
The Novaworks Team
in Novaworks News at 17:48

Friday, January 09. 2015

Conquering Risk Return XBRL: How to Manipulate Labels and Remain Compliant

There are plenty of aspects of the Risk Return taxonomy that make preparing filings for the SEC significantly simpler and faster than creating XBRL reports using the US GAAP taxonomy. But, despite the fact that Risk Return can be easier to prepare, it comes bundled with its own unique set of challenges. Continue reading "Conquering Risk Return XBRL: How to Manipulate..." »
Posted by
The Novaworks Team
in SEC Filing Help at 10:33

Tuesday, December 16. 2014

7 Tips For Tidying Up Your XBRL Report

One of the more challenging aspects of preparing XBRL reports for the SEC is the uncertainty that comes with how that report will view when stakeholders, clients or investors open that data in the SEC’s Interactive Data Viewer. It can be discouraging to put the final touches on a 10-Q or 10-K only to find that something doesn’t look quite right when you send it to the SEC’s previewer or - even worse - to the EDGAR System. What looked completely fine in your editor suddenly doesn’t look anything like the report you were editing.

Continue reading "7 Tips For Tidying Up Your XBRL Report" »
Posted by
The Novaworks Team
in SEC Filing Help at 10:36

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

Tuesday, November 11. 2014

What Regulation AB II Means For ABS Issuers

The Securities and Exchange Commission recently adopted revisions to the rules that govern the disclosure, reporting, and offering process for asset-backed securities (commonly referred to as ABS). These revisions address issues and concerns regarding transparency in order to provide better protection for ABS holders and investors. Continue reading "What Regulation AB II Means For ABS Issuers" »
Posted by
The Novaworks Team
in Filing Technology, SEC at 10:12

Friday, October 24. 2014

Preventing SSL Vulnerability POODLE From Compromising Your Security

Most of us in the Internet world have heard of the security bug called Heartbleed. Now, there is new threat called POODLE, which is also known as CVE-2014-3566. (For those of you who don’t know, CVE stands for “Common Vulnerabilities and Exposures”.) POODLE is an exploit that takes advantage of an SSL 3.0 vulnerability. Continue reading "Preventing SSL Vulnerability POODLE From..." »
Posted by
The Novaworks Team
in Information Technology at 12:51

Wednesday, October 15. 2014

Completely Integrate Your EDGAR Filing Software With Legato

With the release of version 4.1d of the GoFiler Family, you may have noticed the addition of a new menu on the File and/or Submission Ribbons (depending on which application you are running). These new menus contain “extensions” to the application, written and developed by Novaworks’ staff using an open scripting language called Legato. Continue reading "Completely Integrate Your EDGAR Filing Software..." »
Posted by
The Novaworks Team
in Filing Technology at 14:50

Monday, July 07. 2014

Materiality and Compliance

Last week, I represented Novaworks at the National Conference of the Society of Corporate Secretaries and Governance Professionals in Boston, Massachusetts. There were over 750 professionals in attendance with many public corporations (ranging from small companies to large accelerated companies) and law firms attending. Continue reading "Materiality and Compliance" »
Posted by
The Novaworks Team
in Events at 08:55

Friday, June 20. 2014

Join Us At the 2014 National Conference of the Society of Corporate Secretaries

Novaworks is proud to be a sponsor for the 2014 National Conference of the Society of Corporate Secretaries and Governance Professionals taking place in Boston, June 25-28. This is our first year sponsoring the Society’s National Conference, and we’re looking forward to seeing you there! Continue reading "Join Us At the 2014 National Conference of the..." »
Posted by
The Novaworks Team
in Events at 12:05

Wednesday, June 04. 2014

SEC To Approve 2014 US GAAP Taxonomy

The SEC will approve the US-GAAP 2014 Taxonomy on June 16th of this year. Because the EDGAR System will only accept XBRL reports that use the two most recent taxonomies released by FASB and approved for use by the SEC, this means that XBRL filings that use the US-GAAP 2012 Taxonomy will have the XBRL portion of the submission truncated when they are filed after June 16.
Continue reading "SEC To Approve 2014 US GAAP Taxonomy" »
Posted by
The Novaworks Team
in EDGAR News, SEC at 13:33
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