9 Reasons Finance Leaders Should Care About Disclosure Research

9 Reasons Why Finance Leaders Should Care About Disclosure Research

Reason: 1 2 3 4 5 6 7 8 9

There’s ONE primary reason why finance leaders should care about Disclosure Research

Reason: 1 2 3 4 5 6 7 8 9

Performing consistent disclosure research helps improve your business

Reason: 1 2 3 4 5 6 7 8 9

HOW???

Reason: 1 2 3 4 5 6 7 8 9

why disclosure research matters and how it can improve your business

Read on to discover

8 more reasons

Reason: 1 2 3 4 5 6 7 8 9

Reason

Disclosure filings are the best source for meaningful competitive intelligence

Reason: 1 2 3 4 5 6 7 8 9

Last year alone,

10,049 10-Ks were filed

26,852 10-Qs were filed1

1 “The Anatomy of 10-K & 10-Q Filings.” DisclosureNet™. DisclosureNet™, Apr. 2013. Web. 15 May 2013. <http://go.disclosurenet.com/The-Anatomy-of-10K-and-10Q-Filings.html>.

Reason: 1 2 3 4 5 6 7 8 9

Crucial information about your peers is contained in these documents

✓ company summary

✓ current financials

✓ plant and property

✓ directors and o�cers

✓ foreign operations

Reason: 1 2 3 4 5 6 7 8 9

of Fortune 500 companies conduct competitive intelligence.290 %

2 Finnegan, Orlaith. “Top Tips: Setting up a Market or Competitive Intelligence Function.” Setting up a Market or Competitive Intelligence Function. Market Intelligence Hub, 30 Aug. 2012. Web. 15 May 2013. <http://digimind.com/blog/best-practices/setting-up-an-intel-function/>.

Reason: 1 2 3 4 5 6 7 8 9

“In a competitive marketplace, up-to-date information can make the dierence between keeping pace, getting ahead, or being left behind.” 3

3 Helm, Burt. “How to Use Competitive Intelligence to Gain an Advantage.” Editorial. Inc.com. Inc.com, Apr. 2011. Web. 13 May 2013. <http://www.inc.com/magazine/20110401/how-to-use-competitive-intelligence-to-gain-an-advantage.html>.

Reason: 1 2 3 4 5 6 7 8 9

A good disclosure research solution provides quick, easy access to this information so your company can keep tabs on competitors and stay in the know.

Reason: 1 2 3 4 5 6 7 8 9

Reason

It’s an eective benchmarking tool

Reason: 1 2 3 4 5 6 7 8 9

A study from CFO Research and Genpact shows that external benchmarking is on trend in 2013.

Reason: 1 2 3 4 5 6 7 8 9

&of companies surveyed make extensive use of external benchmarks

of companies surveyed make some use of external benchmarks4

33% 50%

4 Surka, Matt, and Josh Hyatt. “The Long and Winding Road Is There a Way to Improve the Path to Better Business Processes?” Editorial. CFO.com. CFO Magazine, 8 Oct. 2012. Web. 13 May 2013. <http://www3.cfo.com/article/2012/10/benchmarking_cfo-research-benchmarking-business-processes?currpage=1>.

Reason: 1 2 3 4 5 6 7 8 9

“Third-party performance benchmarks can be especially useful as catalysts for change and as sources of guidance on areas that are ready for improvement.”5

Reason: 1 2 3 4 5 6 7 8 9

You can also use this data to benchmark your company’s general health and success against peers.

Reason: 1 2 3 4 5 6 7 8 9

Which leads us to…

Reason: 1 2 3 4 5 6 7 8 9

Reason

Disclosure research can help you make educated business decisions

Reason: 1 2 3 4 5 6 7 8 9

Conduct disclosure research and gather relevant data1

Reason: 1 2 3 4 5 6 7 8 9

Analyze data to identify trends, formulate forecasts, and make conclusions

Reason: 1 2 3 4 5 6 7 8 9

Based on this analysis, form a strategy for upcoming business decisions that will improve the bottom line3

Reason: 1 2 3 4 5 6 7 8 9

“Forecasting the future is risky, but businesses that fail to look forward will almost certainly be left behind in an increasingly competitive, globalized world.”6

6 Business Pulse: Exploring Dual Perspectives on the Top 10 Risks and Opportunities in 2013 and beyond. Rep. Ernst and Young, 2013. Web. 14 May 2013. <http://www.ey.com/GL/en/Services/Advisory/Business-Pulse--top-10-risks-and-opportunities>.

Reason: 1 2 3 4 5 6 7 8 9

Reason

It can help your company identify risks

Reason: 1 2 3 4 5 6 7 8 9

In a recent survey,

of companies reported loss of income from one/some of the Top 10 risks.

This is a 14% increase from 20117

7 Global Risk Management Survey 2013. Rep. Aon Risk Solutions, 2013. Web. 15 May 2013. <http://www.aon.com/2013GlobalRisk/2013-Global-Risk-Management-Survey-updated-05-01-2013.pdf>.

Reason: 1 2 3 4 5 6 7 8 9

What’s more,

risk readiness has dropped

7% from 66% to 59%8

8 Global Risk Management Survey 2013. Rep. Aon Risk Solutions, 2013. Web. 15 May 2013. <http://www.aon.com/2013GlobalRisk/2013-Global-Risk-Management-Survey-updated-05-01-2013.pdf>.

Reason: 1 2 3 4 5 6 7 8 9

A 2013 Ernst and Young survey reports that the following issues are among the Top 10 biggest risks facing organizations:

1. Managing talent and skill shortages2. Regulation and compliance9

Reason: 1 2 3 4 5 6 7 8 9

Disclosure filings can be leveraged to explore:

1. Executive profiles for recruiting purposes

2. Templates for best practice disclosures, helping to ensure compliance

Reason: 1 2 3 4 5 6 7 8 9

Researching best-practice financial disclosures is crucial because it helps mitigate the risk of companies having to issue restatements.

Reason: 1 2 3 4 5 6 7 8 9

One 2011 study found that when restatements occur, companies replace CFOs 17% more often than under normal circumstances.10

10 Chapelle, Tony. “We Restated? You’re Fired.” Editorial. Agenda. Financial Times, 6 May 2013. Web. 16 May 2013. <http://www.agendaweek.com/c/513751/57241?highlight=tony%20chapelle>.

Reason: 1 2 3 4 5 6 7 8 9

Reason

Conversely, disclosure research can help identify opportunities

Reason: 1 2 3 4 5 6 7 8 9

Two of the Top 10 opportunities identified by surveyed companies for 2013:

1. Innovation in products, services and operations

2. Investing in process, tools and training to achieve greater productivity11

Reason: 1 2 3 4 5 6 7 8 9

Capitalize on these opportunities by using a disclosure research tool to:

1. Leverage insights from successful competitors to drive innovation

2. Enhance the financial reporting process, save time and increase productivity

Reason: 1 2 3 4 5 6 7 8 9

Reason

Disclosure research saves time, increases productivity and enhances work quality

Reason: 1 2 3 4 5 6 7 8 9

In a recent user survey, 82% of respondents said their disclosure research tool saves them time12

12 “0% Is the Best Result to Get on a Customer Feedback Survey.” DisclosureNet™. DisclosureNet™, May 2013. Web. 14 May 2013. <http://go.disclosurenet.com/Zero-Percent-is-the-Best-Result-to-Get-on-a-Customer-Feedback-Survey.html>.

Reason: 1 2 3 4 5 6 7 8 9

of respondents said their disclosure research tool improves their financial reporting1354%

Reason: 1 2 3 4 5 6 7 8 9

say their productivity has increased by 51-75%

It increases productivity, too!

say their productivity hasincreased by 75-100%14

Reason: 1 2 3 4 5 6 7 8 9

Reason

It can help ease internal transitions related to business process or workflow

Reason: 1 2 3 4 5 6 7 8 9

In a survey of financial executives, over 60% strongly agreed that improving internal processes would yield meaningful financial benefit to their companies15

Reason: 1 2 3 4 5 6 7 8 9

of companies that often use external benchmarks agree that this can help with improving internal processes1678%

Reason: 1 2 3 4 5 6 7 8 9

When a company wants to improve its internal processes and workflow, it’s beneficial to look at examples from predecessors.

Reason: 1 2 3 4 5 6 7 8 9

This is where disclosure research comes in:

Your company can assess a third party organization’s processes to determine the e�ciency of its own operations and adapt accordingly.

Reason: 1 2 3 4 5 6 7 8 9

Reason

It’s scalable and easy to implement

Reason: 1 2 3 4 5 6 7 8 9

The best disclosure research solutions

• O�er enterprise wide licenses, to simplify pricing and usage rates

• Have di�erent modules that address specific needs

• Are cloud-based and automatically updated so therefore don’t require intervention from your IT department

Reason: 1 2 3 4 5 6 7 8 9

So not only is disclosure research extremely useful from a business improvement perspective...

Reason: 1 2 3 4 5 6 7 8 9

But the best solutions are also cost-e�ective and scalable, allowing it to e�ortlessly grow with your business.

Reason: 1 2 3 4 5 6 7 8 9

20+ million public disclosure filings that contain rich content are available in one place – so why not start benefiting from it?

Request a DisclosureNet™ live tour today.

Read this: Top Priorities for Financial Professionals

Print this: From Awareness to Execution: 3 Ways Automation will Help you Monitor Financial Rules and Regulations

Know this: 0% is the Best Result to get on a Customer Feedback Survey

Resources

Contact us.

DisclosureNet™330 Bay Street, Suite 200Toronto, ON M5H 2S8T: 866.974.3638F: 416.913.0446

General InquiriesT: 866.974.3638 x0info@disclosurenet.com

SolutionsT: 866.974.3638 x2solutions@disclosurenet.com

9 Reasons Finance Leaders Should Care About Disclosure Research

Economy & Finance

Key themes and contents coverage Reasons for the … themes and contents coverage Reasons for the Cold War ... - Tensions between the leaders at Yalta and Potsdam - The A Bomb began

CONTINUING EDUCATION UNITS: LEADERSHIPoregon.apwa.net/Content/Chapters/oregon.apwa.net/Documents/PWL20… · YOUR WORKSHOP LEADERS GREAT REASONS TO ATTEND 1. JOHN OSTROWSKI -Facilitator

Continuous Disclosure Policy - Telix · 3.3 ASX price query letters and aware letters 6 3.4 Infringement notices and statement of reasons 6 4 Disclosure is the Board’s responsibility

Overview of the Disclosure part of the Appointments Process Update for Leaders, Managers, Secretaries and Administrators in England and Wales

The Reasons why we should be leaders · Web viewThe Reasons why we should be leaders. And the ideas we have. D.E.P. D.E.P(Diamond Empowered Party. I see great power in this group

Top 9 Reasons Enterprise IT Leaders are Moving Their Video … · 2020. 7. 23. · Top 9 Reasons Enterprise IT Leaders are Moving Their Video Surveillance to the Eagle Eye Cloud As

Public Disclosure Authorized - World Bankdocuments.worldbank.org/curated/en/...Reasons for Regulatory Policies 93 Trade Policy Barriers 103 Domestic Factors that Enable Trade in Services

Determining the Motives or Reasons that Make …environmental disclosure varies from one country to another for economic, social, political and cultural reasons [20] -[22]. Consequently,

Best Practices in Corporate Climate Disclosure · BEST PRACTICES IN CORPORATE CLIMATE DISCLOSURE: HOW THE LEADERS ARE LEADING 4 Introduction Globally, many companies report on their

Digital Finance Series · their attention. Here are a few reasons why many leaders are moving algorithmic forecasting up their priority list: Competitive advantage Leaders who can

Why supply chain leaders are moving to the cloud · Why Supply Chain Leaders Are Moving to the Cloud: Six Top Reasons In IDC’s 2018 Supply Chain Survey, 75% of companies felt that

Arlingtongton The HomeLifeStyleconnection.media.clients.ellingtoncms.com/news/documents/... · 2016. 12. 14. · prominent government leaders. For these reasons, the transfer represents

6 Tested Reasons Why Leaders Don't Address Poor Performance

7 Reasons Why Business Leaders Outsource IT

BOAT PRODUCT DISCLOSURE INSURANCE …...maintenance reasons including spare parts for your boat • protective covers and canopies – including biminis – that are specifically designed

JAPANESE EXPANSION IN CHINA 1931 - 37 3 Reasons Social Reasons Economic Reasons Political Reasons Social Reasons Economic Reasons Political Reasons

INFORMATION HANDBOOKgujaratvidyapith.org/rti/GVP Pro-active Disclosure under RTI Act.pdftherefore spin regularly, except for unavoidable reasons and shall habitually wear khadi. •

10 Reasons why successful leaders ARE Keeping a …...Keeping a Journal successful leaders ARE 10 Reasons why #1 INCREASE YOUR EMOTIONAL IQ Writing as part of language learning has

Public Disclosure Authorized - · Public Disclosure Authorized 43743 Public Disclosure Authorized Public Disclosure Authorized Public Disclosure Authorized

Disclosure Document Long Term Incentive Plan€¦ · · 2015-10-16- Reasons for any decision to attribute compensation Plans based upon financial instruments ... The characteristics