SEC Proposes Change from Quarterly to Twice-Yearly Financial Reporting

Introduction

The U.S. Securities and Exchange Commission (SEC) has proposed a plan to reduce how often public companies must share their financial reports, moving from four times a year to just two.

Main Body

The proposal introduces a new document called Form 10-S. This would allow companies to replace their usual quarterly reports with semiannual ones, although they must still provide a full annual report. This move follows suggestions from President Donald Trump, who argued that quarterly reporting encourages managers to focus too much on short-term goals instead of long-term strategies. SEC Chairman Paul Atkins emphasized that the current rules are too strict and that this change would give companies more flexibility to choose a reporting schedule that fits their business needs. However, there are different opinions among business leaders and market experts. Some executives, such as the CEOs of JPMorgan Chase and Goldman Sachs, support the change because it could improve operational efficiency. On the other hand, institutional investors and the CFA Institute argue that less frequent reporting could reduce market transparency and make companies less accountable. Furthermore, a 2018 survey by the CFA Institute showed that 82% of participants believed it would be harder to get necessary information if reporting frequency decreased. Additionally, this transition could affect the professional services industry. Preparing quarterly reports currently creates a lot of work for lawyers, accountants, and investor relations experts. For example, a 2019 Nasdaq survey found that companies spend an average of 853 hours per quarter on these tasks. Consequently, while top executives might save time, consultants and auditors may see a drop in demand. At the same time, investors might start using 'alternative data' more often to get real-time information to make up for the lack of official reports.

Conclusion

The proposal is now open for a 60-day public comment period. After this, the SEC may implement the change if a majority of its members vote in favor.

Learning

⚡ The 'Logic Leap': From Basic to B2

At the A2 level, you use simple connectors like and, but, and because. To reach B2, you need Connectors of Contrast and Consequence. These words act like signals, telling the reader exactly how two ideas relate.

🛠️ The 'B2 Upgrade' Table

Instead of this (A2)...Try this (B2)...Context from the Article
ButOn the other handUsed to show a total opposite opinion between CEOs and investors.
AlsoFurthermoreUsed to add a stronger, second point to an argument.
SoConsequentlyUsed to show a direct result (Less reports \rightarrow less work for auditors).

🧐 Deep Dive: "On the other hand"

This is not just a phrase; it is a discourse marker.

  • A2 Style: "CEOs like the change. But investors don't like it."
  • B2 Style: "CEOs support the change because it improves efficiency. On the other hand, investors argue it reduces transparency."

Why is this better? It creates a balanced argument. It shows you are comparing two different perspectives, which is a requirement for B2 level writing and speaking.

💡 Quick Tip: The 'Weight' of the Word

Notice the word "Additionally". In A2, we say "Also, ...". In B2, we use "Additionally" at the start of a paragraph to signal a transition to a new topic (in this case, moving from the SEC's rules to the professional services industry).

B2 Strategy: Start your paragraphs with these 'heavy' words to make your English sound more professional and organized.

Vocabulary Learning

proposal (n.)
A plan or suggestion put forward for consideration.
Example:The SEC's proposal aims to reduce the frequency of financial reports.
document (n.)
A written or printed paper that records information.
Example:The proposal introduces a new document called Form 10‑S.
quarterly (adj.)
Happening or made four times a year.
Example:Companies currently submit quarterly reports.
semiannual (adj.)
Happening or made twice a year.
Example:The new form would allow companies to file semiannual reports.
annual (adj.)
Happening once a year.
Example:They must still provide a full annual report.
suggestions (n.)
Ideas or recommendations offered for consideration.
Example:The proposal follows suggestions from President Donald Trump.
encourage (v.)
To give support, confidence, or hope to someone.
Example:Quarterly reporting encourages managers to focus on short‑term goals.
focus (v.)
To concentrate attention or effort on something.
Example:Managers must focus on long‑term strategies rather than short‑term gains.
short‑term (adj.)
Related to or lasting for a brief period of time.
Example:Short‑term goals can distract from long‑term objectives.
long‑term (adj.)
Related to or lasting for a long period of time.
Example:Long‑term strategies require sustained effort and planning.
strategies (n.)
Plans of action designed to achieve a particular goal.
Example:Companies need sound strategies to navigate market changes.
strict (adj.)
Very rigorous or severe in enforcing rules or standards.
Example:The current rules are too strict for many businesses.
transparency (n.)
The quality of being open, honest, and clear about actions and decisions.
Example:Less frequent reporting could reduce market transparency.
accountable (adj.)
Responsible for one's actions and ready to explain them.
Example:Companies must remain accountable to shareholders.
survey (n.)
A systematic method of collecting information from a group of people.
Example:A 2018 survey by the CFA Institute measured participants' views.
participants (n.)
People who take part in an event, study, or activity.
Example:The survey included 82% participants who felt reporting was essential.
necessary (adj.)
Required to achieve a particular outcome or goal.
Example:Access to necessary information is crucial for investors.
professional (adj.)
Relating to a job that requires special training or skill.
Example:The transition could affect the professional services industry.
services (n.)
Work performed for others, often in a professional capacity.
Example:Lawyers and accountants provide essential services to companies.
industry (n.)
A group of businesses involved in similar economic activities.
Example:The professional services industry may see changes in demand.
preparing (v.)
The act of making ready or getting ready for use or action.
Example:Preparing quarterly reports currently creates a lot of work.
consultants (n.)
Professionals who give expert advice in a particular area.
Example:Consultants may see a drop in demand if reporting becomes less frequent.