create, compare, and communicate your financial …...and communicate all crucial aspects of...

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Accuracy and automation are critical to ensure regulatory compliance for your company’s financial disclosures. Certent Disclosure Management (DM) provides greater control over your reporting process by eliminating manual workflows and improving the quality of your filings. Certent delivers the three critical pieces of a Disclosure Management solution: EFFICIENCY – Gain process improvements with multi-user collaboration controlled by role-based access, workflow automation, and linkage to your source financial data – all within familiar Microsoft ® Office ® applications. QUALITY – Improve disclosures by combining a software platform that alerts you to both technical and business level errors with a team of expert resources to ensure you get it right. SUPPORT – Choose the right level of service to ensure your success – from hands-on training and support for self- filing your documents, to managing the entire process for you as an extension of your team. Dial these services up or down as your needs change. Certent’s comprehensive web-delivered Disclosure Management solution enables you to create, compare, and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office environment, integration with your ERP and/or consolidation system, one-click EDGARization, and extensive XBRL creation, review, and analysis functionality — all of which streamline the SEC reporting process, improve productivity, and strengthen controls and compliance. DISCLOSURE MANAGEMENT CREATE, COMPARE, AND COMMUNICATE YOUR FINANCIAL DISCLOSURES © 2015 Certent | All Rights Reserved | Disclosure Management

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Page 1: create, coMPare, anD coMMunicate your financial …...and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office Certent DM provides

Accuracy and automation are critical to ensure regulatory compliance for your company’s financial disclosures. Certent Disclosure Management (DM) provides greater control over your reporting process by eliminating manual workflows and improving the quality of your filings.

Certent delivers the three critical pieces of a Disclosure Management solution:

EffiCiEnCy – Gain process improvements with multi-user collaboration controlled by role-based access, workflow automation, and linkage to your source financial data – all within familiar Microsoft® Office® applications.

Quality – Improve disclosures by combining a software platform that alerts you to both technical and business level errors with a team of expert resources to ensure you get it right.

Support – Choose the right level of service to ensure your success – from hands-on training and support for self-filing your documents, to managing the entire process for you as an extension of your team. Dial these services up or down as your needs change.

Certent’s comprehensive web-delivered Disclosure Management solution enables you to create, compare, and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office environment, integration with your ERP and/or consolidation system, one-click EDGARization, and extensive XBRL creation, review, and analysis functionality — all of which streamline the SEC reporting process, improve productivity, and strengthen controls and compliance.

Disclosure ManageMent

create, coMPare, anD coMMunicate your financial Disclosures

© 2015 Certent | All Rights Reserved | Disclosure Management

Page 2: create, coMPare, anD coMMunicate your financial …...and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office Certent DM provides

Disclosure Management

© 2015 Certent | All Rights Reserved | Disclosure Management

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CONNECTCertent Disclosure Management offers a direct connection to your underlying accounting or consolidation system – eliminating the need for manual data entry and reducing the risk of errors. Pulling financial data directly into the Disclosure Management platform means no more exporting of data or file conversions. Certent also provides you with the power to link data across Microsoft products, updating tables and content from Excel® spreadsheets right into your regulatory documents in Microsoft Word® and management and board reports in Microsoft

powerpoint®. Repeated sections of content can be centrally managed. Connect your reporting process from one step to the next, increase the efficiency of your team, and maintain one version of the truth with Certent.

COLLABORATEWith Certent, you have the ability to collaboratively edit, comment on, and review your financial disclosures simultaneously across your reporting team – including both content and XBRL. Our web-based Disclosure Management platform provides multi-user access with user-defined roles which allows your team to work with confidence and control. Need a colleague to edit a particular disclosure? Certent’s workflow capabilities allow you to control access, coordinate reviews and approvals, capture the audit trail, and receive notification when it’s done. Certent

Disclosure Management also enables you to efficiently collaborate with your Certent Accountant Team and work side-by-side when you need support.

COMPAREincrease the value and quality of your financial disclosures with Disclosure Research and Analytics. This tool contains a repository of more than 20 million public disclosure filings, allowing you to benchmark both qualitative and quantitative data points with customizable peer groups. Easily locate qualitative, unstructured information in public disclosure filings to guide compliance or establish precedent. Compare structured, quantitative financial data to identify trends and analyze competitors, and provide decision-makers with market data alongside your

financial data in all formats including dashboards, presentations and reports.

COMMUNICATEin order to effectively communicate your financial story both internally and externally, your information must be in an easy-to-access format. Certent utilizes familiar Microsoft applications and provides your reporting team with tools to easily generate, present, and exchange data across departments. Real-time management dashboards in Excel, peer benchmarking reports in Word, and board presentations in PowerPoint never need re-formatting – they are connected to your live source data and are updated automatically. Within Certent, you can easily prepare SEC-

compliant submissions, XBRL, and EDGARized HTML based upon a single source document and file directly to the SEC.

Page 3: create, coMPare, anD coMMunicate your financial …...and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office Certent DM provides

© 2015 Certent | All Rights Reserved | Disclosure Management

ONBOARdINg ANd EdUCATIONyour experience starts with the most comprehensive implementation services of any disclosure management solution provider.

Your onboarding includes:

• a dedicated implementation specialist• Personalized guidance through your initial 10-Q and 10-K filing• Document sectioning, linking, and formatting for EDGAR• XBRL tagging, quality review, and validation

We believe in empowering our customers, and our Education team provides regular online and in-person training to continually enhance your learning on topics such as document formatting and XBRL. You will gain online access to video tutorials, step-by-step modules, knowledge base articles, and more. We also provide classroom training at our headquarters or onsite at your company. These forums provide the opportunity to join a small group of peers for hands-on instruction including:

• Comprehensive XBRL Education • Data Automation• Validation • Internal Report Building• SEC Filing

SERvICE ANd SUPPORTCertent’s U.S.-based team are experts in all aspects of corporate financial disclosures from XBRL to SEC requirements. All of our service plans include access to our team of experts, who work side by side with you inside your document no matter what service level you choose. Your data is managed safely and securely on our web-delivered platform – making it easy to dial up or dial down services as your needs change.

Prefer to outsource your filings? Our team can serve as your SEC filing partner, providing document conversion to EDGAR-compliant HTML for virtually all SEC filings, and also validating, testing and filing your submissions with the SEC. Our experts comb through your documents, and assess tagging completeness, calculation validity, custom tag usage, and much more to ensure the highest quality standards.

Disclosure Management

Types of filings supported include:

Periodic filings:• 10-Q/K• 20-F• 40-F• 6-K• 11-K Annual proxy statements:• Def 14a• Pre 14a

Ownership forms:• 3, 4, and 5

Transactional filings:• Registration statements • S-8POS• POSASR• 424s• 8-K• S-1

Additional:• IranNotice• Form SD• 13F• And many others

Page 4: create, coMPare, anD coMMunicate your financial …...and communicate all crucial aspects of regulatory reporting. Certent DM provides a native Microsoft Office Certent DM provides

4683 Chabot Drive, Suite 260 Pleasanton, California 94588 USA

Tel: +1 866.336.3274 www.certent.com

© 2015 Certent | All Rights Reserved | Disclosure Management

HOw wE MAkE YOU SUCCESSfUL

When you need the best in regulatory reporting, the choice is Certent. From a comprehensive onboarding process, to the flexibility to choose the right level of services to meet your needs, to an assigned customer relationship manager ensuring your success, you are never alone in your pursuit of efficiently-produced, high-quality disclosure documents. Our experts are here to help you address and resolve questions about complex SEC compliance and XBRL tagging issues. We provide robust customer support, extensive online resources, and regular software updates. We are committed to ensuring you derive the maximum value from your investments through an unwavering focus on customer success. Maybe that’s why more than 1,300 companies rely on Certent.

Disclosure Management

Microsoft, Encarta, MSN, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

ABOUT CERTENT

Certent makes it easier for companies to meet their financial compliance requirements. Certent’s user-friendly, web-based technology streamlines equity plan management, financial reporting for ASC718, and financial filings (in XBRL and HTML) with the U.S. SEC. With technology based on in-depth accounting expertise, an open ecosystem of industry partners, and an expert services organization focused on customer success, Certent has helped more than 1,300 companies worldwide innovate their financial compliance processes.