Intermediate
8-K trigger assessment and drafting outline
Helps assess whether an event may trigger an 8-K and drafts an outline with required sections and data needs. Useful for controllers coordinating with legal/compliance.
Assess a potential 8-K event and prepare a drafting outline.
Inputs:
- Event description and date: {event_description_date}
- Parties involved: {parties}
- Financial impact estimate: {financial_impact}
- Prior disclosures related to event: {prior_disclosures}
- Counsel guidance (if any): {counsel_guidance}
Output:
1) Potential 8-K item(s) implicated (list as possibilities, not legal conclusions).
2) Data needed to confirm applicability and draft accurately.
3) Draft outline with section headings and placeholders.
4) Controls and review workflow (legal, finance, IR) and timeline.
Note: This is not legal advice; coordinate with securities counsel.Related Prompts
Compliance & Regulatory
Advanced10-Q MD&A draft from variance drivers (management-ready)
Drafts an MD&A section based on provided financial changes and drivers, with structured language and risk-aware tone. Useful for SEC reporting teams accelerating first drafts.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Compliance & Regulatory
Intermediate10-K footnote checklist mapped to owners and source systems
Creates a 10-K footnote checklist with owners, data sources, and validation checks. Useful for planning the annual reporting process and avoiding last-minute gaps.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Compliance & Regulatory
AdvancedXBRL tagging readiness: mapping table and validation checks
Creates an XBRL mapping plan and validation checklist for financial statement line items. Useful for SEC reporting teams preparing for tagging and review.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
0