As Jason mentioned in his previous post, we are getting ready to kick off a busy summer quarter. With this, we have a new set of priorities and goals that we want to achieve. This is going to be our second quarter implementing the Rockefeller habits, we learned a lot the first time around and will be aiming to improve the way we track and score our progress.
One of the biggest changes we are making this time around is in the area of product development, implementations and support. …

While Catherine prepares for her well-deserved vacation, I’ll do the honours by posting this for her. Catherine was recently interviewed by CMA Management Magazine regarding corporate disclosure and electronic reporting in Canada. You can read the full article here.
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Yesterday I had the pleasure of meeting with John Hughes from Deloitte. John shared some recent findings regarding “Fundamental Investors” that I thought were quite interesting. John said:
All companies make a choice (consciously or unconsciously) in deciding how they will present themselves to the market. The quality of the information provided to the market is a factor that contributes to increasing valuations and lowering cost of capital. This “premium” is not something a company can obtain for itself over night, but even incremental market gains from a long-term investment in …

Article from Don Tappscot from the first day of the World World Economic Forum in Davos showed up yesterday. It has an interesting note about transparency that I wanted to share:
One of most insightful for me was with Samuel DiPiazza, the CEO of PricewaterhouseCoopers. PWC has been a leader in the next generation of reporting – they call it value reporting – where the financial report is about al lot more than earnings and financial information. XBRL and the Web 2.0 are poised to transform reporting, where the focus will …

If your company is like many others, it may not be maximizing the full potential of its disclosure to generate value. With the right disclosure controls and processes in place, your company could move beyond compliance to a more strategic use of disclosure – an approach that builds value by imparting a greater understanding of your organization.

MI 52-109 and SOX 302 (CEO/CFO Certification) have caused most companies to think more systematically about the processes surrounding their key disclosure documents. However, some officers may be genuinely unsure whether the controls and …

Improving Disclosure Controls and Procedures
In our discussions with North American issuers over the past 12 months, we have noticed a consistent and increasing trend in their desire to improve their disclosure controls and procedures. In addition to streamlining processes, a key objective is improving the results of CEO/CFO certification under SOX 302 or in Canada, MI 52-109.
Disclosure controls and procedures (DC&P) include, but are not limited to the information processes designed by companies to ensure that material information is accumulated and communicated to management, including certifying officers, as appropriate to …