9 Reasons Finance Leaders Should Care About Disclosure Research

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Answer: A business process that is scalable, increases productivity and helps improve the bottom line.
Question: What is Disclosure research?

In this presentation, discover 9 reasons why finance leaders should care about disclosure research and learn the compelling evidence supporting its benefits.

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9 Reasons Finance Leaders Should Care About Disclosure Research

  1. 1. 9 Reasons Why Finance LeadersShould Care About Disclosure Research
  2. 2. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™2Reason: 1 2 3 4 5 6 7 8 9There’s ONE primary reason why financeleaders should care about Disclosure Research
  3. 3. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™3Reason: 1 2 3 4 5 6 7 8 9Performing consistent disclosure researchhelps improve your business
  4. 4. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™4Reason: 1 2 3 4 5 6 7 8 9HOW???? ???
  5. 5. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™5Reason: 1 2 3 4 5 6 7 8 9why disclosure research mattersand how it can improve your businessRead on to discover8morereasons
  6. 6. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™6Reason: 1 2 3 4 5 6 7 8 9Reason2#Disclosure filings are the best sourcefor meaningful competitive intelligence
  7. 7. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™7Reason: 1 2 3 4 5 6 7 8 9Last year alone,10,04910-Ks were filed26,85210-Qs were filed11“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>.
  8. 8. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™8Reason: 1 2 3 4 5 6 7 8 9Crucial information about your peersis contained in these documentscompany summarycurrent financialsplant and propertydirectors and officersforeign operations
  9. 9. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™9Reason: 1 2 3 4 5 6 7 8 9of Fortune 500 companiesconduct competitive intelligence.290%2Finnegan, Orlaith. “Top Tips: Setting up a Market or Competitive Intelligence Function.” Setting up a Market or Competitive IntelligenceFunction. Market Intelligence Hub, 30 Aug. 2012. Web. 15 May 2013. <http://digimind.com/blog/best-practices/setting-up-an-intel-function/>.
  10. 10. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™10Reason: 1 2 3 4 5 6 7 8 9“In a competitive marketplace, up-to-date informationcan make the difference between keeping pace,getting ahead, or being left behind.”33Helm, 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>.
  11. 11. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™11Reason: 1 2 3 4 5 6 7 8 9A good disclosure research solution provides quick,easy access to this information so your companycan keep tabs on competitors and stay in the know.
  12. 12. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™12Reason: 1 2 3 4 5 6 7 8 9Reason3#It’s an effectivebenchmarking tool
  13. 13. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™13Reason: 1 2 3 4 5 6 7 8 9A study from CFO Research and Genpact showsthat external benchmarking is on trend in 2013.2013
  14. 14. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™14Reason: 1 2 3 4 5 6 7 8 9&of companies surveyed makeextensive use of external benchmarksof companies surveyed makesome use of external benchmarks433%50%4Surka, Matt, and Josh Hyatt. “The Long and Winding Road Is There a Way to Improve the Path to Better Business Processes?” Editorial. CFO.com. CFOMagazine, 8 Oct. 2012. Web. 13 May 2013. <http://www3.cfo.com/article/2012/10/benchmarking_cfo-research-benchmarking-business-processes?currpage=1>.
  15. 15. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™15Reason: 1 2 3 4 5 6 7 8 9“Third-party performance benchmarks can beespecially useful as catalysts for change and assources of guidance on areas that areready for improvement.”55Surka, Matt, and Josh Hyatt. “The Long and Winding Road Is There a Way to Improve the Path to Better Business Processes?” Editorial. CFO.com. CFOMagazine, 8 Oct. 2012. Web. 13 May 2013. <http://www3.cfo.com/article/2012/10/benchmarking_cfo-research-benchmarking-business-processes?currpage=1>.
  16. 16. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™16Reason: 1 2 3 4 5 6 7 8 9You can also use this data to benchmark your company’sgeneral health and success against peers.
  17. 17. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™17Reason: 1 2 3 4 5 6 7 8 9Which leads us to…
  18. 18. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™18Reason: 1 2 3 4 5 6 7 8 9Reason4#Disclosure research can help youmake educated business decisions
  19. 19. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™19Reason: 1 2 3 4 5 6 7 8 9StepConduct disclosure researchand gather relevant data1
  20. 20. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™20Reason: 1 2 3 4 5 6 7 8 9StepAnalyze data to identifytrends, formulate forecasts,and make conclusions
  21. 21. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™21Reason: 1 2 3 4 5 6 7 8 9StepBased on this analysis, form a strategyfor upcoming business decisions thatwill improve the bottom line3
  22. 22. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™22Reason: 1 2 3 4 5 6 7 8 9“Forecasting the future is risky, but businesses thatfail to look forward will almost certainly be left behindin an increasingly competitive, globalized world.”66Business 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>.
  23. 23. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™23Reason: 1 2 3 4 5 6 7 8 9Reason5#It can help your company identify risks
  24. 24. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™24Reason: 1 2 3 4 5 6 7 8 9In a recent survey,of companies reported loss of incomefrom one/some of the Top 10 risks.42%This is a 14% increase from 201177Global 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>.
  25. 25. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™25Reason: 1 2 3 4 5 6 7 8 9What’s more,risk readiness has dropped7%from 66% to 59%88Global 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>.
  26. 26. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™26Reason: 1 2 3 4 5 6 7 8 9A 2013 Ernst and Young survey reports thatthe following issues are among the Top 10biggest risks facing organizations:1. Managing talent and skill shortages2. Regulation and compliance99Business Pulse: Exploring Dual Perspectives on the Top 10 Risks and Opportunities in 2013 and beyond. Rep. Ernst andYoung, 2013. Web. 14 May 2013. <http://www.ey.com/GL/en/Services/Advisory/Business-Pulse--top-10-risks-and-opportunities>.
  27. 27. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™27Reason: 1 2 3 4 5 6 7 8 9Disclosure filings can be leveraged to explore:1. Executive profiles for recruiting purposes2. Templates for best practice disclosures,helping to ensure compliance
  28. 28. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™28Reason: 1 2 3 4 5 6 7 8 9Researching best-practice financial disclosuresis crucial because it helps mitigate the risk ofcompanies having to issue restatements.
  29. 29. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™29Reason: 1 2 3 4 5 6 7 8 9One 2011 study found that when restatementsoccur, companies replace CFOs 17% more oftenthan under normal circumstances.1010Chapelle, 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>.
  30. 30. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™30Reason: 1 2 3 4 5 6 7 8 9Reason6#Conversely, disclosure research canhelp identify opportunities
  31. 31. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™31Reason: 1 2 3 4 5 6 7 8 9Two of the Top 10 opportunities identifiedby surveyed companies for 2013:1. Innovation in products, services and operations2. Investing in process, tools and trainingto achieve greater productivity1111Business 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>.
  32. 32. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™32Reason: 1 2 3 4 5 6 7 8 9Capitalize on these opportunities by using adisclosure research tool to:1. Leverage insights from successful competitorsto drive innovation2. Enhance the financial reporting process, savetime and increase productivity
  33. 33. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™33Reason: 1 2 3 4 5 6 7 8 9Reason7#Disclosure research saves time, increasesproductivity and enhances work quality
  34. 34. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™34Reason: 1 2 3 4 5 6 7 8 9In a recent user survey, 82% of respondents saidtheir disclosure research tool saves them time1212“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>.
  35. 35. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™35Reason: 1 2 3 4 5 6 7 8 9of respondents said their disclosure researchtool improves their financial reporting1354%13“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>.
  36. 36. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™36Reason: 1 2 3 4 5 6 7 8 9say their productivity hasincreased by 51-75%It increases productivity, too!say their productivity hasincreased by 75-100%1436%23.2%14“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>.
  37. 37. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™37Reason: 1 2 3 4 5 6 7 8 9Reason8#It can help ease internal transitionsrelated to business process or workflow
  38. 38. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™38Reason: 1 2 3 4 5 6 7 8 9In a survey of financial executives, over 60% stronglyagreed that improving internal processes would yieldmeaningful financial benefit to their companies1515Surka, Matt, and Josh Hyatt. “The Long and Winding Road Is There a Way to Improve the Path to Better Business Processes?” Editorial. CFO.com. CFOMagazine, 8 Oct. 2012. Web. 13 May 2013. <http://www3.cfo.com/article/2012/10/benchmarking_cfo-research-benchmarking-business-processes?currpage=1>.
  39. 39. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™39Reason: 1 2 3 4 5 6 7 8 9of companies that often use externalbenchmarks agree that this can helpwith improving internal processes1678%16Surka, Matt, and Josh Hyatt. “The Long and Winding Road Is There a Way to Improve the Path to Better Business Processes?” Editorial. CFO.com. CFOMagazine, 8 Oct. 2012. Web. 13 May 2013. <http://www3.cfo.com/article/2012/10/benchmarking_cfo-research-benchmarking-business-processes?currpage=1>.
  40. 40. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™40Reason: 1 2 3 4 5 6 7 8 9When a company wants to improve its internalprocesses and workflow, it’s beneficial to look atexamples from predecessors.
  41. 41. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™41Reason: 1 2 3 4 5 6 7 8 9This is where disclosure research comes in:Your company can assess a third party organization’sprocesses to determine the efficiency of its ownoperations and adapt accordingly.
  42. 42. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™42Reason: 1 2 3 4 5 6 7 8 9Reason9#It’s scalable and easy to implement
  43. 43. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™43Reason: 1 2 3 4 5 6 7 8 9The best disclosure research solutions• Offer enterprise wide licenses,to simplify pricing and usage rates• Have different modules that addressspecific needs• Are cloud-based and automaticallyupdated so therefore don’t requireintervention from your IT department
  44. 44. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™44Reason: 1 2 3 4 5 6 7 8 9So not only is disclosure research extremelyuseful from a business improvement perspective...
  45. 45. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™45Reason: 1 2 3 4 5 6 7 8 9But the best solutions are also cost-effectiveand scalable, allowing it to effortlessly growwith your business.
  46. 46. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™46Reason: 1 2 3 4 5 6 7 8 920+ million public disclosure filings thatcontain rich content are available in one place –so why not start benefiting from it?Request a DisclosureNet™live tour today.
  47. 47. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™47Read this:Top Priorities for Financial ProfessionalsPrint this:From Awareness to Execution: 3 Ways Automation will Helpyou Monitor Financial Rules and RegulationsKnow this:0% is the Best Result to get on a Customer Feedback SurveyResources
  48. 48. www.DisclosureNet.com | Copyright © 2013 DisclosureNet™48Contact us.DisclosureNet™330 Bay Street, Suite 200Toronto, ON M5H 2S8T: 866.974.3638F: 416.913.0446General InquiriesT: 866.974.3638 x0info@disclosurenet.comSolutionsT: 866.974.3638 x2solutions@disclosurenet.com

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