Don’t miss SEC Institute’s two new Form 20-F workshops for foreign private issuers.  To learn more and to register for these interactive virtual workshops click the links below:

Form 20-F (Part One): Key Information, Risk Factors & Part I Disclosures Essentials Workshop 2024

Form 20-F (Part Two): Parts II & III Disclosures Essentials Workshop 2024

You can find our entire curriculum of conferences and workshops here.

As always, your thoughts and comments are welcome!

In this blog post we overviewed the SEC’s new climate-related disclosure rules and mentioned that we would be providing two One-Hour Briefings delving into the details of the rules.  Those briefings, both scheduled for April 18, 2024, are now available for registration:

The SEC’s Revolutionary New Climate Disclosure Requirements – A Deep Dive Into Governance, Strategy, and Risk Disclosures – April 18, 2024 – 1:00 PM EDT

The SEC’s Revolutionary New Climate Disclosures – New Greenhouse Gas Disclosure, Attestation, and Financial Statement Disclosure Requirements– April 18, 2024 – 3:00 PM EDT

As always, your thoughts and comments are welcome.

Customize your SEC training to meet your specific learning needs and experience level through our extensive and varied curriculum.  Choose from among our Forums, Workshops, Briefings, and On-Demand content to build a curriculum that works for you.

You can also keep up to date with the latest SEC reporting news and developments by following our blog, subscribing to our quarterly Newsletter (which you can do at our SEC Institute home page), and listening to PLI’s InSecurities podcast.

Be sure to check out PLI’s new SEC Financial and Reporting Professionals page for all SEC related legal and accounting programs.

FORUMS

SECI’s midyear and annual Forums provide comprehensive updates on new and emerging developments at the SEC, FASB, and PCAOB. Get important insights and updates from the regulators as well as industry and topic experts from accounting, legal, and audit to keep pace with the ever-changing reporting landscape. Attend in person or via live webcast!

38th Midyear SEC Reporting & FASB Forum 

19th Annual SEC Reporting & FASB Forum for Mid-Sized & Smaller Companies 

39th Annual SEC Reporting & FASB Forum

ESSENTIALS WORKSHOPS 

SECI’s Essentials Workshops are half-day interactive, virtual Workshops for busy SEC reporting professionals. Our Essentials Workshops are built in a modular format, allowing you to pick and choose the content to meet your experience level and educational needs on a flexible schedule and from the comfort of your own workspace. In our small virtual classrooms, you will be able to see and interact with our Workshop leaders and other class participants directly through our interactive learning platform (via Zoom). Essentials Workshops are offered multiple times throughout the year and are continuously updated to address new and emerging topics.

SEC 101 Reporting Essentials for Lawyers Workshop 

SEC 101 Reporting Essentials for Financial Professionals Workshop 

Form 10-K (Part One): Business, Risk Factors & Part I Disclosures Essentials Workshop 

Form 10-K (Part Two): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop 

MD&A SEC Reporting Essentials Workshop 

Form 8-K SEC Reporting Essentials Workshop 

Form 10-Q, Proxy Statement, and Section 16 SEC Reporting Essentials Workshop

TRADITIONAL WORKSHOPS 

SECI’s traditional SEC Reporting Skills and other in-depth Workshops are one- and two-day intensive programs, offered at various times throughout the year at PLI’s New York and San Francisco Conference Centers and via live webcast. Workshops feature small class sizes to facilitate discussion and the longer program format allows for a deeper dive into the more technical and complex aspects of SEC reporting and accounting.  Workshops are continuously updated to address new and emerging topics.

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 and Foreign Private Issuer In-Depth Workshop 

One-Day Workshops:

MD&A In-Depth Workshop 

Accounting for Business Combinations Workshop

ONSITE WORKSHOPS

Our onsite workshops feature tailored agendas to meet the specific training needs of your company.  They can draw from topics addressed in our regular workshops as well as other SEC reporting and accounting topics.  They are typically one- or two- day programs and can be tailored to your company’s schedule.  You can call 800.260.4754 or email info@pli.edu for additional information.

BRIEFINGS & ON-DEMAND PROGRAMS 

SECI offers many briefings and on-demand programs featuring subjects such as ESG reporting, ethics, and materiality.  Visit our SEC Institute home page often as we are continually adding new programs. Look for the “Load More” button at the bottom of the page for additional content.

Please reach out to us at 1-800-260-4PLI or via email at info@pli.edu if you have questions about any aspect of our programs.

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.