Changes to EDGAR: SEC Rules on Electronic Submission of Documents and E-Signature Rules

In September 2024, the SEC adopted wide-ranging changes to how filers access and manage their accounts on EDGAR (changes collectively referred to as “EDGAR Next” by the SEC). Among other things, EDGAR Next will phase out and ultimately eliminate the EDGAR access codes that filers (and financial printers and other filing agents) currently use to log in to EDGAR and make filings.

In late 2020, during the pandemic, the SEC adopted rules and rule amendments that provided additional flexibility in connection with documents filed with the Commission by permitting the use of electronic signatures if certain requirements are met.

During this session expert faculty will discuss:

• Important transition dates for EDGAR Next
•  Important information for current EDGAR filers
• Important information for new EDGAR filers
• Account administrators, users and two-factor authentication requirements
• The conditions for being able to use electronic signatures for EDGAR filings
• Key takeaways, practical considerations and Q&A

To register and learn more, visit the program website.