Training and Gearing Up for Third-Quarter and Year-End Reporting

In the closing months of 2020, we are all facing new and unique SEC reporting challenges. You may be asking yourself: What will be the appropriate disclosures about the uncertainty and disruption created by COVID-19?  How should risk factors and MD&A be updated?  And how should companies grapple with the SEC’s new business, legal proceedings and risk factor guidance?

To help SEC reporting professionals prepare for these challenges and more, we have built new interactive modular Workshops and new on-demand content.  We are also offering our traditional Workshops and conferences via live Webcast.

New Interactive Modular Workshops

We are now offering three new half-day interactive, virtual Workshops to better fit hectic and sometimes disrupted schedules. Our half-day Workshops are designed in a modular format which allows you to pick and choose the content to meet your educational needs on a schedule that works for you.  Participants will be able to ask questions and speak directly to the discussion leaders through our interactive platform.  SECI is adding more dates and modules in 2021 so please be sure to visit our website to continue customizing your learning curriculum!

SEC Reporting Essentials 101 Workshop

Form 10-K SEC Reporting Essentials Workshop

SEC 10-K Disclosure Best Practices Workshop


On-Demand Content

Our on-demand content, including our new Ethical Challenges for SEC Reporting Professionals program, each offer one hour of CPE credit and can be taken anytime and anywhere!

Ethical Challenges for SEC Reporting Professionals

Using Non-GAAP Measures and Metrics to Explain the Impact of COVID-19 

Master the SEC Reporting and Research Process – Part One 

Master the SEC Reporting and Research Process – Part Two 

Master Form S-1 for an Initial Public Offering 

A Deep Dive Into COVID-19’s Impact on Quarter One Goodwill Impairment Testing

Impairment Testing Considerations for Quarter One in the 2020 Coronavirus Environment

SEC’s New Metric Guidance and a Non-GAAP Measure Update

Fifth Annual Dealing with MD&A Hot Topics 

Sixth Annual Form 10-K/Proxy Tune-Up 


Our Traditional Workshops via Live Webcast

Our time-tested, high quality Workshops have also been adapted for the Live Webcast format.  These one- or two-day Workshops are continuously updated for the latest SEC and FASB developments.

SEC Reporting Skills Workshop for Financial Professionals

SEC Reporting and Practice Skills Workshop for Lawyers

MD&A In-Depth Workshop

Form 20-F In-Depth Workshop


Our Traditional Conferences via Live Webcast

Our 16th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies and our 36th Annual SEC Reporting & FASB Forum will be offered via Live Webcast.  Our conferences will feature the same high-quality content and expert speakers as always, provide a focus on disclosures in the current COVID-19 environment, and include discussion of the latest developments from the SEC and FASB.  Our Webcast platform also provides an easy and convenient way to submit questions to our speakers.

16th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies

36th Annual SEC Reporting & FASB Forum (PDT)

36th Annual SEC Reporting & FASB Forum (EDT)

As always, your thoughts and comments are welcome!

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