How to Prepare for EDGAR Next

Tuesday, March 18, 2025

1:30 pm EST – 2:45 pm EST

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The SEC's EDGAR Next platform will significantly change how you access EDGAR to submit filings for Section 16 insiders. Get ready for the rollout of multifactor authorizations and authorized account administrators and users. Go beyond the technical requirements to understand the practical considerations essential for a smooth transition to the new platform for you and your company's insiders. To get the latest from the experts, join:

  • Barbara Baksa, Executive Director, NASPP
  • Jim Brashear, Managing Principal Counsel, Securities & Corporate, Vice President and Assistant Corporate Secretary, McKesson
  • Linda Epstein, Legal Project Manager, HPE

Key questions this webinar will answer:

  • What will EDGAR Next change (and what won't be changing)?
  • What conversations do you need to have with your insiders? Will they need login.gov accounts?
  • What are the various roles that can be assigned to filer accounts and who should each role be assigned to?
  • How should you approach collaborating with the other companies that your insiders file Section 16 reports for?
  • What is an API? Will you need a technical administrator?

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    Continuing Education: We are not offering CLE credit for this webcast.

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