The 10-K Planning Playbook: A Practitioner's Guide to Predictable, Defensible Annual Filings
Every filing season, the same problems resurface: a PBC list that lands late, a segment restructured mid-year with no one flagging it downstream, a contingent liability that surfaces in the final week with no time left to think it through. None of this is bad luck. It's what happens when a reporting team runs on a calendar instead of a system.
This playbook is built for controllers, CAOs, and SEC reporting leaders who want to move past triage and toward a defensible, repeatable process for the annual filing, one that treats the 10-K as a core operating process rather than a once-a-year compliance hurdle.
What's Inside:
- Why linear calendars fail to account for competing, parallel workstreams, and how late disclosure decisions quietly drive up fees and burnout.
- An operational architecture for 10-K execution, including a quad-ownership model across Accounting, Legal, IR, and Audit, and a 90-day roadmap from scoping to submission.
- How connected automation on IRIS CARBON unifies data, drafting, iXBRL tagging, and SEC submission, so your team spends less time firefighting and more time closing.
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