Form 10-K In Depth Workshop

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.

• 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

• Current hot topics in XBRL data tagging for both first and second year tagging

• Key items that SEC reviewers are most likely to look for

Agenda