MD&A In Depth Workshop
- Review in detail the requirements and rules for each section of MD&A
- Grapple with the most challenging issues within each section
-
Review examples of good and bad MD&A disclosures
| Date |
City |
Hotel |
Register |
| No events |
|
|
|
Agenda
| Day 1 |
| 8:00 - 8:30 a.m. |
Registration/Breakfast |
| 8:30 - 9:00 a.m. |
Objective and Evolution of the MD&A Requirements
- Why the MD&A has been so controversial from day one
- The SEC's ever-increasing concern in today's environment
- Evolution of the requirements – Item 303 of Regulation S-K – FR 36 – the Caterpillar, the Sony and other enforcement actions -- significant new proposals and guidance in 2003 including FR 72
- The SEC's increased emphasis through the "financial review" of 1934 Act filings
|
| 9:00 - 10:00 a.m. |
The Overall Concept of the MD&A in General
- The three pronged approach – liquidity, capital resources and results of operations
- Should you add an "executive level" summary?
- The historical analysis of each of the three prongs
- The prospective discussion of each of the three prongs
- The concept of the known trend, demand, event, commitment and uncertainty
- The probability/materiality test regarding known uncertainties –"more likely than not" vs. "reasonably likely"
- Effective use of cautionary language under the U.S. Private Securities Litigation Reform Act – examples: Good and bad
|
| 10:00 - Noon |
Specific Requirements of the Discussion of Results of Operations
- The year-by-year historical analysis
- Deeper ANALYSIS!
- Getting rid of "elevator music"
- The discussion of gross revenues – the price/volume/product mix analysis
- Unusual and non-recurring items – their cause and their impact
- The need for discussion by segment, product line or other business components
- Impact of an acquisition, a disposition and the effect of exchange rate changes on the discussion
- Changes in accounting policy – the expected impact (SAB 74) and the resultant impac
- Proper use of alternative measures of performance (e.g. EBITDA) – New S-K Item 10 Guidance
- Critical accounting policies (as prescribed by FR-60) and the related May 2002 proposal for discussion and analysis of significant accounting estimates in their application
|
| Noon - 1:00 p.m. |
Luncheon |
| 1:00 - 2:00 p.m. |
Specific Requirements of the Discussion of Liquidity and Capital Resources
- Analysis of the cash flow statement for the past three years
- Changes in liquidity during the current year
- Short-term vs. long-term future requirements
- The availability of funds to meet future requirements
- The projected deficiency in future requirements – the proposed or intended resolution
- Year-by-year future liquidity requirements for contractual obligations and the effects of off-balance sheet financing arrangements and related party transactions (as prescribed by FR-61) and the related Sarbanes-Oxley amendment to Item 303.
|
| 2:20 - 4:15 p.m. |
Specific Current Areas of Emphasis by the SEC
- The contractual obligations table
- Off-balance sheet financing disclosures
- Restructuring and impairment charges (as prescribed by SAB 100)
- Purchase price allocation of a business combination – especially any in-process research and development costs contained therein
- Significant foreign operations and/or foreign currency transactions – their impact and resultant risks
- The net deferred tax asset under SFAS 109
- The use of derivative financial instruments – relationship to the market risk disclosures in Item 7A
- Significant research and development activities
- Effects of related party transactions and off-balance sheet financing arrangements
- Discontinued operations
- Environmental and other contingencies
- Current SAB 74 issues – describing the expected effect of new GAAP standards
- Industry trends and uncertainties
- Mini-cases on selected areas of emphasis
|
| 4:15 - 4:30 p.m. |
The MD&A in Interim Filings
- Differences between the interim and the annual MD&A
- The "updating" concept of the discussion
- The period-by-period historical analysis
- The prospective discussion – the importance of seasonality
- Case study on the interim MD&A
|
 |
CPE Credits: |
8 |
 |
Program Level: |
Intermediate |
 |
Prerequisites: |
None |
Learning Objective: By using lecture and interactive exercises, this workshop will give participants a basic understanding of how to prepare the US SEC's Management's Discussion and Analysis section of the Form 10-K Annual Report, 10-Q Quarterly Reporting, and registration statements, including the scope and types of disclosures required by the SEC.
| Date |
City |
Hotel |
Register |
| No events |
|
|
|
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