Plan Your SEC Training Using Our Comprehensive Curriculum

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.

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