SEC Institute
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(800) 529-1550

About The SEC Institute

Founded in 1983 by Andrew C. Saxlehner, MBA, CPA, the SEC Institute has been dedicated to one goal: helping public companies in the United States and abroad do the best possible job of meeting the filing requirements of the U.S. Securities and Exchange Commission. Our organization conducts workshops and conferences focusing on SEC and FASB rules and regulations.

As SEC Reporting Specialists we are in the unique position to offer you:

  • Our unbeatable workshop instructors include former high-ranking SEC and FASB officials, accounting partners as well as financial executives. They live up to their high ratings by tailoring presentations to your needs.
  • The country's highest-rated speakers presenting at our SEC Reporting and FASB Forums are also the "movers and shakers" in the industry. Analysis of the latest developments.
  • Expect our instructors to provide quick answers to your technical questions--even after the seminar is over!
  • The SEC Institute stands behind the top quality of its programs to provide you with relevant and current SEC and FASB updates and guidance--or your money back.

Who Should Attend:

  • CFOs
  • Controllers
  • Directors of Financial Reporting
  • Internal Audit
  • Partners of public accounting firms
    and their staff
  • Audit Committee members
  • Investor Relations professionals
  • Other preparers of financial statements
  • General counsel, in-house counsel
    and corporate legal staff

The SEC Institute contributes editorial assistance to CCH's SEC Handbook: Rules and Forms for Financial Statements and Related Disclosures, the most respected publication of its kind among accountants and attorneys. The SEC Institute is a non-affiliated, self-funded organization with no commercial or political interests. Therefore, every effort is made to provide our audience with best practices and unbiased information.
  

National Advisory Board

Our programs are monitored by the following group of prestigious SEC & FASB experts:

  • James W. Barge, CPA, SVP and Chief Financial Officer, Viacom, Inc. (Former Professional Accounting Fellow, U.S. Securities and Exchange Commission)
  • R. Scott Blackley, CPA, Senior Vice President, Controller and PAO, Capital One Financial Corporation
  • Christine Q. Davine, CPA, Partner, National Director of SEC Services, Deloitte & Touche LLP (Former Associate Chief Accountant, Division of Corporation Finance, U.S. Securities and Exchange Commission)
  • Jordan D. Eth, Esq., Partner, Morrison & Foerster LLP
  • Melanie F. Dolan, Partner, Professional Practice, Audit & Risk Advisory, KPMG LLP (Former Associate Chief Accountant, Division of Corporation Finance, U.S. Securities and Exchange Commission)
  • W. Brinkley Dickerson, Jr., P.C., Partner, Troutman Sanders LLP
  • Tracey C. Golden, CPA, Partner-in-Charge, External Inspections, Deloitte & Touche LLP (Former Professional Accounting Fellow, U.S. Securities and Exchange Commission)
  • Leland E. Graul, CPA, National Director of Accounting, BDO Seidman LLP (Former Professional Accounting Fellow, U.S. Securities and Exchange Commission)
  • Arnold C. Hanish, CPA, Vice President, Finance & CAO, Eli Lilly & Company
  • Brian L. Heckler, CPA, Partner, KPMG LLP (Former Professional Accounting Fellow, Office of the Chief Accountant, U.S. Securities and Exchange Commission)
  • Christopher M. Holmes, CPA, Partner & National Director of SEC Regulatory Matters, Assurance Services, Ernst & Young LLP (Former Professional Accounting Fellow, U.S. Securities and Exchange Commission)
  • Teresa E. Iannaconi, CPA, Partner-in-Charge of Knowledge Sharing, KPMG LLP (Former Associate Director and Deputy Chief Accountant, Division of Corporation Finance, U.S. Securities and Exchange Commission)
  • Paul R. Kepple, CPA, Partner & Chief Accountant, PricewaterhouseCoopers LLP (Former Professional Accounting Fellow, U.S. Securities and Exchange Commission)
  • Robert J. Laux, MBA, CPA, CMA, Senior Director, Financial Accounting & Reporting, Microsoft Corporation
  • Philip B. Livingston, CPA, CEO Martindale-Hubbell and SVP Marketing and Business Solutions Division, LexisNexis Corporation (Former CEO of Financial Executives International, FEI)
  • David M. Lynn, Esq., Partner, Morrison & Foerster LLP (Former Chief Counsel, Division of Corporation Finance, U.S. Securities and Exchange Commission)
  • Joseph D. McGrath, CPA, Partner - National AABS Professional Practice, Ernst & Young LLP (Former Professional Accounting Fellow, Office of the Chief Accountant, U.S. Securities and Exchange Commission)
  • Edward E. Nusbaum, CPA, Executive Partner and Chief Executive Officer, Grant Thornton LLP
  • Richard Paul, Partner, Deloitte & Touche LLP (Former Practice Fellow, FASB)
  • Stephen D. Poss, Esq., Senior Partner, Goodwin Procter LLP
  • Peter J. Romeo, P.C., Partner, Hogan & Hartson LLP (Former Chief Counsel, U.S. Securities and Exchange Commission)
  • Brian C. Stevens, CPA, Partner, KPMG LLP (Former Practice Fellow, FASB)
  • Harry J. Weiss, Esq., Partner, Wilmer Cutler Pickering Hale and Dorr LLP (Former Associate Director, Division of Enforcement, US Securities and Exchange Commission)


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       Year after year, an excellent program. I expect to attend this program every year until I retire!

Pamela B. Bruno Vice President, Controller & CAO BNP Residential Properties, Inc. Charlotte, NC

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