Form 10-K In Depth Workshop

This highly acclaimed and unique concept in SEC training goes beyond the basic requirements–a “hands-on” workshop that leads you through the filing Item-by-Item, using a comprehensive case study. Prepare your company’s Form 10-K, so that it meets all accounting and legal requirements and satisfies any SEC reviewer.

• Grapple with the most challenging issues within each Item
• Learn the intricacies of preparing MD&A in the current economic environment
• Develop the case study company’s MD&A

• Learn about recent as well as possible future changes to Form 10-K
• Comprehensive analysis of the requirements of each 10-K Item
• Key items that SEC reviewers are most likely to look for

Agenda

CPE Credits:

16

Program Level:

Intermediate

Prerequisites:

Yes*

*Prerequisites: "SEC Reporting Skills Workshop," or experience with the SEC reporting process and use of Instructions to Forms, Regulations S-K and S-X, Financial Reporting Codification and Staff Accounting Bulletins.

Learning Objective: By using an actual case study, this course is designed to give participants a mastery of the requirements of the Form 10-K Annual Report. Interactive exercises and lecture will help deepen the understanding of each Item, including the intricacies of the MD&A section.