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EDGAR Next and Amended Form ID: What It Is, What You Need to Know and Next Steps

May 20 • 2:00–3:00 p.m. (ET) • Virtual

On September 27, 2024, the SEC adopted the final requirements for modernization of the EDGAR filing system to “EDGAR Next,” introducing significant technical and process changes.

Join us for a one-hour webinar on May 20, 2025, at 2:00 p.m. ET, covering the SEC's newly adopted rules, designed to modernize filing authorization, enhance the security of the EDGAR system, and improve filer account access and management.

 

Our EDGAR Next webinar will provide you with:

  • An overview of the rules 
  • Clear, step-by-step guidance on what to do next
  • Tips to navigate your enrollment process prior to the compliance date in September 2025.  

This event is open to ICI member firms only and closed to the media. 

Speakers

Dorina Spahija
Dorina Spahija, Moderator
Associate Director, Operations
Investment Company Institute
Tammy Lee
Tammy Lee
Director of Regulatory Technology
FilePoint
Brian F. Lynch
Brian F. Lynch
Vice President, Solutions Services
DFIN
Nicholas Matheys
Nicholas Matheys
Vice President, Financial and Regulatory Reporting
State Street

Materials:

  • Archive Recording
  • Slides (pdf)
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