SEC Pro

How is your organization thinking about semiannual reporting? The SEC’s proposal to allow optional semiannual reporting is prompting companies to evaluate impacts on timelines, processes, and stakeholder expectations. Pro Groups is gathering practitioner input to better understand how teams are approaching this potential shift and where questions remain. Take a few minutes to share your perspective: How your organizations will likely approach semiannual reporting Implications for reporting processes and timelines Key stakeholder and disclosure considerations Where you see opportunities or challenges The survey takes less than 5 minutes to complete, and all responses are anonymous. Participants will receive access to aggregated results and peer insights. If your team is thinking about what this change could mean, this is your chance to contribute to the conversation and amplify the practitioner voice. Complete the survey now – membership is NOT required to participate! https://lnkd.in/eC_cbAYz

There’s only one week left to register – have you reserved your spot? With Q2 filing deadlines approaching, now is the time to get current on the SEC developments, disclosure trends, and policy shifts that could shape your next filing cycle. Join us on June 9 for the next 10-Q & K Disclosure Prep webinar, featuring Melissa Rocha (KPMG) and Chelsea Hall (Workiva). This quarter’s discussion will cover timely updates across the SEC reporting landscape, including recent rulemaking and policy developments, emerging proposals, comment letter themes, and common disclosure pitfalls seen in recent filings. Whether you’re drafting, reviewing, or advising on upcoming disclosures, you’ll walk away with practical insights to help strengthen your approach and stay ahead of SEC expectations. Join us for real-world examples, live Q&A, and 1 CPE credit. Share with your colleagues, too! Register now: https://ow.ly/K00w50Z6ce0 Can’t attend June 9? Register for the June 11 reply and earn 1 CPE https://ow.ly/Z5Tm50Z6ccZ

What happens when you get the right people in the room? Last week, Pro Groups Live Philadelphia: Adapting to the New Reporting Reality brought together professionals across financial reporting, internal audit, and sustainability reporting for a packed afternoon of discussion on shifting reporting responsibilities and practical AI implementation. The room was buzzing. Conversations spilled past the break, people stayed after the event to keep talking, and there were so many moments of unexpected connection: from “I almost didn’t come, but I’m so glad I did” to “we’ve worked together virtually for years and finally met in person today.” That’s what made this event so special. Not just the content, but the energy, candor, and peer exchange in the room. A big thank you to our speakers, attendees, Philadelphia chapter leaders, and Eliassen Group for helping make it such a strong event. This is what Pro Groups is all about: bringing professionals together to connect, learn, and share. Want to be part of the next one? Join us at an upcoming Pro Groups event https://lnkd.in/gkWkhUg3

As the SEC considers the future of Regulation S-K, practitioner perspective matters. To help bring that perspective forward, Pro Groups launched a survey to better understand how accounting and financial reporting professionals are working through these disclosure requirements in practice. What we heard: - 42 practitioners responded - 19 U.S. states and Bermuda represented - Feedback pointed to opportunities to improve clarity, reduce repetition, and make disclosures more decision-useful One theme came through clearly: practitioners are not asking for less transparency. They are asking for more effective disclosure that better serves investors while reflecting the realities of preparation and review. Those insights helped shape the Pro Groups comment letter submitted to the SEC. This is one of the ways Pro Groups works to elevate practitioner voices on issues affecting the profession. Read the summary and review the comment letter Pro Groups submitted to the SEC: https://lnkd.in/eKmxNcZk

What happens when reporting responsibilities outgrow the org chart? That’s the question at the heart of one of the featured sessions at Pro Groups Live Philadelphia on May 21: Adapting to the New Reporting Reality: Skills and Structures Every Organization Needs Now This conversation will explore how reporting work is evolving across finance, sustainability, audit, and governance — and what that means for the people doing the work. Hear perspectives from leaders at Hershey, M&T Bank, AdaptHealth & more. We’ll discuss: how responsibilities are shifting across functions where ownership and accountability are getting more complex what skills and structures teams need to adapt Free to attend 2.5 CPE credits available Open to all practitioners. No membership required. If this is the kind of change your team is navigating right now, join us in Philadelphia. Register here: https://lnkd.in/egjmQvTJ

Reporting is changing fast, and the work is becoming more connected across functions. Join Pro Groups in Philadelphia on May 21 for Pro Groups Live Philadelphia: Adapting to the New Reporting Reality. This free half-day event bings together professionals across accounting and financial reporting, internal audit, and sustainability reporting and management. We’ll dig into timely topics including: the changing landscape of reporting roles and responsibilities practical AI implementation across cross-functional teams what peers are seeing and doing right now Free to attend. Eligible for 2.5 CPE credits. No Pro Groups membership required. If you’re looking for practical insight, peer discussion, and a chance to step back from the day-to-day, we’d love to have you – and your colleagues – join us. Register here: https://lnkd.in/egjmQvTJ

Preparing for Q2 filings? SEC expectations continue to evolve, raising new questions around comment letter trends, disclosure clarity, and areas of regulatory focus. In our next 10-Q & K Disclosure Prep webinar, Steve and Morgan are joined by guests from KPMG and Workiva who will break down: Key SEC trends shaping the current filing cycle Common disclosure pitfalls seen in recent filings Practical strategies to strengthen your disclosures Join us for real-world insights, live Q&A, and 1 CPE credit. Register now: https://lnkd.in/gk2WtbEJ

AI is changing corporate accounting faster than many teams have had time to fully evaluate. Is your team prepared? From automating reconciliations and detecting anomalies in real time to improving forecasting and decision-making, these tools are creating new opportunities for speed, accuracy, and insight. But they’re also raising important questions around risk, compliance, governance, and confidence in AI-generated outputs. Join Pro Groups and XBRL US to explore what corporate accountants need to know now. We’ll discuss: Practical ways AI is showing up in accounting workflows The opportunities and efficiencies these tools can create Key considerations around governance, reliability, and risk How finance teams can prepare for a more automated future If AI is starting to show up in your accounting environment, this session is for you. Register here: https://lnkd.in/guviwGfF

The SEC recently requested public input on Regulation S-K. Pro Groups will submit a formal comment letter, and we need your help! To make it easy to provide feedback, we’ve created a short survey designed to capture real-world insights from professionals who prepare and review disclosures – no drafting required. All responses will be aggregated and anonymized before drafting our comment letter. Your input helps strengthen the practitioner's voice in the regulatory conversation. This survey is open through Friday, March 27. Membership is required to participate. Login to take the survey now: https://lnkd.in/gtuRiHiN Not a member yet? Create your free Pro Groups member account: https://lnkd.in/gYzvNCEg

Change is constant, and your career strategy should be too!! Join Pro Groups on April 2 for Building Career Resilience: Navigating Change, AI, and the Future of Reporting. In this fireside chat, Pro Groups Executive Advisor Steve Soter sits down with Joe Howell, founder of Pro Groups, co-founder of Workiva and former public company CFO, to discuss how professionals can stay resilient as AI advances and regulatory expectations evolve. Learn timeless, practical strategies for building strong networks, staying visible in a digital-first world, and adapting to change so you can protect and advance your career. Register now to earn CPE and join the conversation! https://lnkd.in/emDeT_ct