Category Archives: Education

SEC Reporting Skills Workshop – Registration is Open for March Programs!

GO-4049_SEC_Reporting_Skills_Wksp_800x469Whether you are new to SEC Reporting or need a refresher – attend an upcoming SEC Reporting Skills Workshop being held in March at a convenient location near you!

March 14-15     New York City

March 19-20     San Francisco

March 22-23     San Diego

March 26-27     Ft. Lauderdale

Topics Include

  • Key disclosure issues in Forms 10-K, 10-Q and 8-K, and the proxy statement
  • Understanding the structure and use of the SEC’s Integrated Disclosure System, including Regulations S-K and S-X, Staff Accounting Bulletins and all related guidance
  • Mastering the art of writing an effective MD&A
  • Understanding the SEC staff’s hot-buttons issues, including frequent comment areas such as non-GAAP measures, revenue recognition, the statement of cash flows, segments, and contingencies


Getting the Pay Ratio Disclosure Done Right!

As you may have heard, on September 21, 2017, Corporation Finance issued additional guidance about the new pay ratio disclosure and updated some of the existing C&DI’s. While many may have hoped that this requirement would be revised or eliminated, so far all indications are that we will see it in the next proxy season.


To help you with this challenging new rule, PLI will offer a One-Hour Briefing titled “Preparing for the New CEO Pay Ratio Disclosure — What You Need to Know” on October 25, 2017. It is at a special time, 4PM eastern.


As always, your thoughts and comments are welcome!