SEC Institute Training Schedule – Spring, Summer and Fall Overview

With the end of second quarter 2021 approaching and the necessity of implementing the SEC’s November 2020 MD&A and related changes looming, we thought it would be helpful to provide an overview of our current SEC Institute curriculum.  SECI’s 2021 curriculum includes conferences (“Forums”), Essentials Workshops, traditional Workshops and On-Demand content.


SECI’s Forums are two-day conferences that feature expert speakers addressing SEC reporting, FASB and other key developments.  In June and September 2021, our conferences will be Webcast only.  In December 2021, we are offering a live in-person option as well as a Webcast.

36th Midyear SEC Reporting & FASB Forum – Webcast

June 10-11, 2021 (EDT)

June 17-18, 2021 (PDT)

17th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies – Webcast

September 13-14, 2021 (PDT)

37th Annual SEC Reporting & FASB Forum – Live in person & Webcast

December 2-3, 2021 (PDT)

December 13-14, 2021 (EDT)


Our new Essentials Workshops are virtual-only, half-day programs delivered via Zoom to provide enhanced participant involvement and engagement.  They feature small class sizes and deep dives into specific areas and topics.  Each program is offered multiple times during the year.  You can find the dates and related agendas for each program module using the links below:

SEC 101 Reporting Essentials for Lawyers Workshop

SEC 101 Reporting Essentials for Financial Professionals Workshop

Form 10-K SEC Reporting Essentials Workshop

MD&A SEC Reporting Essentials Workshop

Form 8-K SEC Reporting Essentials Workshop

Form 10-Q, Form 8-K and Proxy Disclosures SEC Reporting Essentials Workshop

SEC 10-K Disclosure Best Practices Essentials Workshop (two half days)



Our traditional SEC Reporting Skills and other in-depth Workshops are SECI’s one- and two-day intensive courses, offered at various times throughout the year.  They feature small class sizes to facilitate discussion and deep dives into the technical and more complex issues in SEC reporting and accounting.  Typically, SECI’s Workshops are offered live in-person and via Webcast.  Starting in October 2021, SECI will again be offering the live in-person option at our Conference Centers in New York and California.  You can find the dates and related agendas for each program using the links below:

Two-Day Workshops:

SEC Reporting and Practice Skills Workshop for Lawyers

SEC Reporting Skills Workshop for Financial Professionals

Form 10-K In-Depth Workshop

Form 20-F In-Depth Workshop

One-Day Workshops:

MD&A In-Depth Workshop

Accounting for Business Combinations Workshop


We also offer several on-demand and recorded programs featuring subjects such as ESG reporting, ethics, and materiality.  You can find them all here, and look for the “Load More” button at the bottom of the list for additional content.

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