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Horizons 2024: Bridge User Event

September 25, 2024

11 am - 1 pm EDT

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Whether you’re new to Bridge, or an experienced user, we are excited to have you join us for the Horizons 2024: Bridge User Event on Wednesday, Sept. 25. Click the Register button to RSVP. This event is open for Bridge clients only. 

 

Please be sure to take a quick glance at the following breakout room topics as you will be asked to select one at registration.    

 

Breakout room topics:

 

15 new Bridge features to increase efficiency in your SEC filing process 

Are you benefiting from the most recent Bridge updates? Or would a quick refresh help streamline your next filing? Join Todd Gruber as he demonstrates 15 newly added features to Bridge highlighted in the 2024 Summer Showcase, including running compares, scheduling a filing, and a new and enhanced way to add a single Excel® link. 

 

Excel® linking in Bridge: New features and the benefits of utilizing SharePoint® 

New Bridge functionality makes Excel linking more efficient than ever. Hear from Craig Sisler on best practices for Excel data linking, including the benefits of hosting your Excel linking file on SharePoint. 

 

Efficiently create versions, generate proofs and compares, and file out of the Bridge platform 

Whether you’re already a self-filer or are wanting to take the next steps to file yourself, join this session to learn how to efficiently navigate the Filings and Versions applications, and Word compares. Ben Johnson will walk through proof generation, including the new proof types available, and the key steps to successfully file out of Bridge. 

 

Managing SOX compliance with automation 

Managing the SOX compliance program is one of the most daunting challenges public companies face. Join Tina Hong to learn more on how Toppan Merrill SOX Automation provides you a structure and mechanism to track, manage and embed processes, as well as the ability to laser focus on the gap and remediation plans so you can focus on what matters most, reducing risk to the company. 

 

Can’t join us on Sept. 25, but interested in hearing what was shared? Contact [email protected] for a personalized demo of the features and functionality discussed during the event. 

Presenters

Chase Bongirno

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B2B SaaS Product Leader

Toppan Merrill

Todd Gruber

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Director, Technical Sales

Toppan Merrill

Craig Sisler

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Director of Technical Sales

Toppan Merrill

Ben Johnson

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Vice President, Sales Engineering

Toppan Merrill

Tina Hong, CPA, CGMA

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Director, Solution Sales

Toppan Merrill

Details

Date:
September 25
Time:
11 am - 1 pm EDT
Event Category:
Event Tags:
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Organizer

Toppan Merrill

Other

Category
Corporate Compliance

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