Learn the nuts and bolts of SEC reporting

SEC Reporting Skills Workshop 2017

Build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with a particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This definitive SEC course is perfect for beginners or as a refresher for experienced SEC reporting professionals. Learn How To:

  • Prepare and review Forms 10-K, 10-Q, and 8-K, and the proxy statement
  • Use all the important sources of SEC reporting rules and guidance
  • Write an effective MD&A
  • Deal with the SEC staff and understand their “hot buttons,” including frequent comment areas such as non-GAAP measures, revenue recognition, the statement of cash flows, segments, and contingencies
Dates and Locations:  

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