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 day - 8 CPE Credits

Get the most current updates and the tools you need to address the biggest challenges in your SEC reporting! Specifically designed for professionals who want more than just the basics.

Continuously revised as the SEC issues proposed and final rules.

Learn from examples of frequent SEC reviewer comments and examples of dos and don’ts for your 10 Ks and 10-Qs!

Now in its ninth year, this course has brought us rave reviews thanks to the depth of the topics and the expertise and outstanding teaching skills of our instructors.

In this workshop you will:

• Advance your knowledge of SEC reporting to help you manage the challenges in a complex reporting world

• Learn what is happening with XBRL including the timing of your implementation

• Understand where the SEC roadmap to move to IFRS stands

• Consider how to improve MD&A, aided by understanding SEC staff focus areas:

  • The need for a full analysis of results of operations and liquidity in the current economic environment

  • Fair value disclosure - critical for level 3 valuations

  • The continued focus on critical accounting estimates and non-GAAP financial measures

• Learn about the latest in SOX 404, such as COSO’s final guidance on monitoring internal controls

  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.

AGENDA

8:00-8:30 a.m. -- Registration/Continental Breakfast

8:30-8:45 a.m. -- Workshop Overview

8:45-9:45 a.m. -- Latest Developments in the SEC’s Roadmap to IFRS

• Building your plan do deal with IFRS

• A summary of the proposed roadmap’s provisions

• Timing of the roadmap?

• Possible timing of the phase in of IFRS for US companies

• Issues in adoption of IFRS

• Sources of IFRS

• SEC concerns about IFRS “comprehensiveness”

• The FASB and IASB’s new Memorandum of Understanding

• The SEC’s concern about IASB funding

9:45-Noon -- Managing Today’s Challenges in SEC Financial Reporting

• Crucial issues and major challenges in the current economic environment

• SEC focus areas and comment letter emphasis topics

• Liquidity and going concern issues

• Impairment

• Materiality developments

• Impact of the CIFR recommendations

• Identifying challenges in your financial reporting

• Frequent causes of restatements

• Update on the Review Process

• Fair value and the “Dear CFO” letters

• Commitments & Contingencies

• The SEC’s 21st Century Initiative

• Eproxy

• Proxy Access

• Oil & Gas

Noon-1:00 p.m. -- Lunch

1:00-1:45 p.m. -- XBRL Transition Issues

• The SEC’s final rule for adoption of XBRL

• The SEC’s IDEA and technology evolution plan

• Timing of the phase in

• What will come next?

• How does XBRL work?

• Tagging fundamentals

• Tagging software

• Taxonomies

• Viewers

• Issues to be resolved

• Building your plan to implement XBRL

1:45-4:00 p.m. -- MD&A Update

• Current areas of emphasis in MD&A

• Critical issues in the current economic environment

• Focus on liquidity and capital resources

• Impairment issues

• Restructuring and required MD&A disclosurse

• Frequent Areas of SEC Staff Comment

  • Overview/Introduction

  • Results of Operations – analysis is key

  • Cash Flow & Liquidity

  • Forward-Looking Information

• Critical Accounting Policies and estimates

  • Recent Examples and Comments from the Staff

  • .Improving your Disclosure

• Off-Balance Sheet Arrangements

• Frequent SEC Comments

• Adequately Addressing the Risks of the Current Credit Environment

• Table of Contractual Obligations

• Non-GAAP Financial Measures

  • SAB 74 Disclosure

  • Safe Harbor

4:00-4:30 p.m. -- 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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