Taking You Beyond Compliance to Excellence
Great Disclosure is the premier consulting firm on disclosure, governance and RFP formation and evaluation.



​Training

Both directly and through KPMG Learning, we provide superior training for the financial reporting, legal, executive, communications and investor relations professional. Whether you are looking for a continuing education course through which you can earn CLE or CPE credits or an on-site course tailored to the needs of your organization, we are here for you.

We assist States in transforming their 529 Plans from ordinary to extraordinary. Our vision is simple – help families save for college.



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​Services
529 Plan Services

We assist States in carrying out their legislative mandates – to design and implement the best 529 Plan available for State residents to save for college. We are focused on providing State clients with the tools necessary to make critical decisions in the constantly evolving 529 Plan marketplace. With almost 27 years’ experience in the securities industry, 14 of those in the 529 Plan market, we are dedicated to the industry and have significant experience and expertise in providing a variety of services including

  • RFP formation and evaluation
  • Contract negotiation
  • Conversion services
  • Marketing strategy and support
  • Social media strategies
  • Operations support  



Disclosure Consulting

Great Disclosure offers consulting services to public and private companies on a variety of SEC reporting and compliance topics. Our services include:

  • Overall disclosure framework evaluation and consultation
  • SEC Form "scrubbing"
  • Comment letter response evaluation and recommendations
  • Disclosure Committee formation
  • Pre-IPO checklists
  • Investor Relations/Corporate Communications Best Practices
  • Corporate Governance Best Practices



Contact us to learn more!