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This
is the best workshop I go to annually. The content is always
up-to-date and useful!
William J. Billiard, Sr. Vice President & Corporate Controller
PCA International, Inc., Matthews, NC
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Advanced
SEC Reporting Skills Workshop
One and one-half days - 12 CPE Credits
Get the most current updates and learn to manage the newest and biggest challenges in your SEC reporting!
Continuously revised with examples of frequent SEC reviewer comments and even more reporting examples of dos and don’ts for your 10-Ks and 10-Qs!
This course has brought us rave reviews thanks to the depth of the topics
and the outstanding teaching skills of our instructors.
Specifically designed for professionals who have already mastered the basics.
Please Note: To get the most benefit from this workshop, we suggest that you attend our first level SEC workshop, our always highly rated “SEC Reporting Skills Workshop”, or be familiar with the SEC reporting process, including the use of the Instructions to the Forms, Regulations S-K and S-X, the Financial Reporting Codification and the Staff Accounting Bulletins before you attend our Advanced SEC Reporting Skills Workshop.
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Learn the latest about the SEC's IFRS roadmap and IFRS adoption challenges
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Freshly updated for the new guidance and the latest developments
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AGENDA
DAY 1
8:30 - 9:00 – Registration/Continental Breakfast
9:00 - 9:15 – Workshop Overview
9:15 - 10:30 – The SEC's Roadmap to IFRS
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A summary of the US roadmap’s provisions
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Impact of the 2007 decision removing the US GAAP reconciliation for foreign private issuers using IFRS
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Timing of the roadmap?
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Proposed phase in of IFRS for US companies
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Issues in adoption of IFRS
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Sources of IFRS
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SEC concerns about IFRS “comprehensiveness”
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The FASB and IASB’s new Memorandum of Understanding
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The SEC’s concern about IASB funding
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Overview of significant differences between IFRS and US GAAP
10:30 - Noon – Managing Today’s Challenges in SEC Financial Reporting
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Identifying challenges in your financial reporting
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Frequent causes of restatements
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Not forgetting the basics, get the “blocking and tackling” done
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Staying out of trouble with Enforcement
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SEC Corporation Finance focus areas
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Update on the Review Process
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Implications of the current economic environment
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Sub-prime
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Investment risk
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Fair value
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Accounting and Financial Statement Classification Issues
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Share-Based Payment Guidance
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Taxes
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Restructuring Charges
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Financial Instruments
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Commitments & Contingencies
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Financial Statement Classification
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Disclosure of Global Security Risk
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Update on SEC initiatives and rulemaking
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The SEC's Complexity Committee
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The SEC’s 21st Century Disclosure Initiative
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Smaller Reporting Company Initiatives:
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Offering Reform
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Reporting Simplification
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Eproxy
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Proxy Access
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Oil & Gas
Noon - 1:00 p.m. – Lunch
1:00 - 1:45 p.m. – Fair Value, the Current Credit Environment, & Other Thorny Items
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Overview of FAS 157 – definitions, hierarchy
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Fair Value Challenges in the Current Credit Environment
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How has/will FAS 157 impact disclosure?
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Use of Experts -- What is the SEC's positions?
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Issues Related to Adoption of FAS 159, Fair Value Option
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SEC Staff Guidance: Securitization Accounting and Sub-Prime Issues
1:45 - 5:00 p.m. – MD&A Update
5:00 - 6:30 p.m. – Cocktail
Party for Participants and Their Guests
DAY 2
8:00 - 8:30 – Continental Breakfast
8:30 - 9:30 a.m. – XBRL Transition Issues
9:30 - 10:00 a.m. – Critical Accounting Policies and Estimates
10:00 - 10:15 a.m. – Off-Balance Sheet Disclosure
10:15 - 10: 30 a.m. – Table of Contractual Obligations
10:30 - 11:00 a.m. – Non-GAAP Financial Measures
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Evolution of the Non-GAAP Financial Measures Rule
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Principles Behind the Non-GAAP Financial Measures Rule
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Drafting Appropriate Disclosure
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Prohibited Measures
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Ratio of Earnings to Fixed Charges & FIN 48
11:00 - 11:30 a.m. – Disclosure Controls & Procedures, Certifications, Internal Control
11:30 - Noon – Questions and Answers, Other SEC Developments
Learning
Objective: To provide
an update on advanced SEC filing requirements.
Delivery Method: Group-Live
Prerequisites/Advance Preparation:
“SEC Reporting Skills Workshop”, or be familiar with the SEC reporting process, including the use of the Instructions to the Forms, Regulations S-K and S-X, the Financial Reporting Codification and the Staff Accounting Bulletins
Program Level:
Intermediate.
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