On September 22-23, 2022, SEC Institute will present the 18th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies.  Participants can attend in-person at PLI’s New York Conference Center or via Live Webcast.  The program will include our top-notch speakers addressing relevant and important topics which will help you:

• Understand the details of the SEC’s proposed rules on climate change and cybersecurity disclosure requirements
• Explore updates on other rulemaking and interpretive guidance in the SEC’s Division of Corporation Finance, plus hot topics in their comment process
• Evaluate the latest on FASB’s projects, including Segment Reporting and Disaggregation of Income Statement Expenses
• Review the status of the changes from reference rate reform and other financial instruments hot topics
• Discuss MD&A hot topics, including inflation, reference rate reform, cybersecurity, ESG matters and progress on implementing the 2020 rules
• Hear a lively SEC reporting roundtable discussion of current events, including discussion of the SEC’s proposed rules and other accounting and reporting issues
• Review recent SEC enforcement actions, whistleblowing developments and ethical challenges
• Recall tips for staying out of trouble with a focus on audit quality, enforcement and other PCAOB matters

You can learn more and register here. 

*Forums are included with Privileged Membership.

SEC Institute, a division of PLI, is searching for qualified Workshop Instructors.  Here are the details and follow-up information.

SEC Institute

Workshop Instructor Opportunities

Please contact Robin Goldstein, Director & Sr. Program Attorney, SEC Institute, at rgoldstein@pli.edu 

 Workshop Instructors

SECI is always looking for dynamic speakers to join our team of Workshop Instructors.  Workshop Instructors lead Workshops on various SEC reporting and accounting topics relevant to SEC reporting professionals.

Workshops are led in an interactive style and are designed to make the learning experience participant focused.  Because of the highly technical and complex material in the Workshops, Instructors must use a variety of teaching and discussion techniques to actively engage participants in the learning process and help them accomplish their learning objectives.  Instructors are encouraged to research the companies of our registered participants to identify relevant topics and provide targeted examples designed to encourage participant discussion and questions.

Workshop Topics

SEC Institute offers Workshops in the following practice areas:

• SEC reporting – Forms 10-K, 10-Q, and 8-K, the proxy statement, Section 16, and MD&A
• Forms 20-F and 6-K for foreign private issuers
• Accounting for business combinations
• Other relevant and timely SEC reporting and accounting topics

Workshop Instructors must have in-depth expertise in one or more of the above-referenced areas.

Requisite Experience and Qualifications

Technical Background

Workshop Instructors must be CPAs with 10 years of demonstrated expertise and possess in-depth, technical understanding of the content, as well as current knowledge of recent developments in SEC reporting and accounting issues most relevant to SEC reporting professionals. Candidates must have prior relevant work experience; such experience may come via public accounting or industry.

Teaching and Communication Skills

Candidates must have prior teaching experience and demonstrated success documented by classroom evaluations or other similar feedback tools.

Honorariums

SECI offers honorariums for teaching SECI Workshops.  A Workshop honorarium will be paid to the Instructor after a Workshop is conducted and such payment encompasses all advance preparation, planning, coordination, and time involved leading up to conducting the Workshop.

Workshop Instructor will also be reimbursed for reasonable hotel, travel, and meal expenses in accordance with PLI’s reimbursement policy in the event the Workshop Instructor is asked to travel to a PLI Conference Center to teach a Workshop.

This nature of this opportunity will be that of an independent contractor, not an employee of PLI.

About SEC Institute (SECI)

Founded in 1983, SEC Institute‘s mission is to provide the most up-to-date SEC reporting, compliance and accounting education through innovative Workshops and programs. SECI is committed to helping public companies, auditors and attorneys stay ever current in meeting the filing and financial reporting requirements of the U.S. Securities and Exchange Commission.

About Practising Law Institute (PLI)

Practising Law Institute is a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise. PLI is chartered by the Regents of the University of the State of New York, and was founded in 1933 by Harold P. Seligson. PLI provides the highest quality, accredited, continuing legal and professional education programs in a variety of formats. This content is delivered by more than 4,000 volunteer faculty, including prominent lawyers, judges, investment bankers, accountants, corporate counsel, and U.S. and international government regulators. PLI publishes a comprehensive library of treatises, course handbooks, answer books and journals, also available through the PLI PLUS online platform. The essence of PLI’s mission is its commitment to the pro bono community.

Interested Applicants
Interested applicants are to submit a biography and resume to rgoldstein@pli.edu for consideration.  Please indicate which practice area(s) you are most interested in instructing.  Only qualified applicants will be contacted.

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.

FORUMS

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)

ESSENTIALS WORKSHOPS

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)

TRADITIONAL WORKSHOPS

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

ON-DEMAND/RECORDED PROGRAMS

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.

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 16^th Annual SEC Reporting & FASB Forum for Mid-sized & Smaller Companies and our 36^th 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!

This June, SEC Institute’s 35^th Midyear SEC Reporting and FASB Forums will be offered as live webcasts only rather than being held in person in New York and San Francisco.  This will enable us to provide a safe learning environment for participants and faculty.

The live webcast of the New York program will be on June 11-12, 2020 and will begin at 8:00 a.m. EDT.  The live webcast of the San Francisco program will be on June 15-16, 2020 and will begin at 8:00 a.m. PDT.

Participants will  have access to all program materials, will be able to view the program slides and submit questions to the speakers during the presentation.

As always, the programs will be focused on the key issues facing us in the SEC reporting realm and will include:

• A review of accounting, disclosure and reporting relief related to COVID-19
• Focus on accounting and reporting on impairment issues
• SEC staff focus areas, including, revenue recognition, fair value measurements, segment reporting and non-GAAP measures and metrics
• Modernization of Regulation S-K and proposed changes to Regulation S-X
• Business combinations accounting issues, including business combination versus asset acquisition, assigning amounts to assets and liabilities, and contingent consideration
• Update on MD&A, including disclosures related to the impact of COVID-19, changes from the SEC’s Disclosure Effectiveness project and disclosures concerning reference rate reform and Brexit
• Status of the credit losses standard implementation and other financial instruments hot topics

You can learn more and register for the webcasts here.

As always, your thoughts and comments are welcome.