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25th Midyear SEC Reporting Forum: The finest SEC reporting and GAAP update. SEC officials and a star-studded faculty from public accounting, law and industry will tackle the most challenging and relevant issues and provide you with the practical answers you need! 17 CPE Credits

May 24-25
Dallas
Four Seasons Resort & Club at Las Colinas

May 27-28
Washington, DC
Four Seasons

June 21-22
New York
Marriott Marquis

June 28-29
San Francisco
The Ritz-Carlton

 
 

26th Annual National SEC Reporting Conference: The must-attend event for preparers of corporate financial statements. Keynote speakers will join senior SEC and FASB officials and other nationally recognized experts to cover everything you need to know about the changing financial landscape. 18 CPE Credits

November 15-16
Washington, DC
Ritz-Carlton, Pentagon City

December 2-3
San Diego
Omni

December 13-14
San Francisco
Ritz-Carlton

December 20-21
New York
Marriott Marquis

 

 

SEC Reporting and FASB Forum for Mid-sized and Smaller Public Companies: Exclusively designed for mid-sized and smaller public companies. An intensive two-days, the program has been thoughtfully created around carefully chosen FASB topics and SEC Reporting issues with "take away" pointers that can be responsibly applied to a broad range of mid-size and smaller company concerns. 18 CPE Credits

September 22-23
Las Vegas
Four Seasons

 

 

 

SEC Reporting Skills Workshop: The best basic SEC training for mastering Forms 10–K, 10–Q, 8–K; writing your MD&A, preparing your proxy statement. PLUS... Stay abreast of current SEC "hot topics" The new rules for Smaller Reporting Companies Disclosure Control lessons from the Coca-Cola enforcement Your role in CEO/CFO 302 and 906 certifications Tips for disclosing sensitivity analysis of your critical accounting estimates in the MD&A. 16 CPE Credits

April 8-9
Dallas
Hyatt Regency

April 21-22
New York
The Westin at Times Square

May 17-18
Chicago
Hyatt Regency

May 17-18
San Francisco
InterContinental Mark Hopkins

May 20-21
Washington, DC
Hyatt Regency

May 27-28
Atlanta
Grand Hyatt

June 3-4
San Diego
Crowne Plaza

June 14-15
New York
Marriott Marquis

 

IPO: Your Guide to Going Public: Created for companies considering an IPO and looking for practical guidance to navigate the many steps involved in the process. 8 CPE Credits

April 23
New York
The Westin Times Square

July 16
Las Vegas
Wynn

 

 

Revenue Recognition In Depth Workshop: Learn to navigate the maze of existing GAAP literature to successfully account for revenue recognition challenges. 12 CPE Credits

April 28-29
Las Vegas
Mandalay Bay Resort & Casino

June 24-25
New York
The Westin at Times Square

June 30-July 1
San Francisco
The Ritz-Carlton

 

Advanced Accounting & Reporting For SEC Professionals: Learn about the most problematic and challenging accounting and disclosure issues in SEC reporting, and review recent developments at the SEC. 8 CPE Credits

March 9
Las Vegas
Mandalay Bay Resort & Casino

May 21
San Francisco
The Fairmont

June 17
New York
Marriott Marquis

 

SOX 404: Mastering the SOX 404 ICFR Evaluation Process: Learn how to plan and complete the evaluation of Internal Control Over Financial Reporting required by Section 404 of the Sarbanes-Oxley Act. 8 CPE Credits

June 18
New York
Marriott Marquis

 

 

 

Form 10-K In Depth Workshop: Build the knowledge base and practice all the skills you need to prepare and review Form 10‑K. A “hands-on” workshop that leads you through the filing Item-by-Item using a comprehensive case study. 16 CPE Credits

May 24-25
Chicago
Sheraton Hotel & Towers

June 17-18
New York
The Westin at Times Square

June 24-25
San Francisco
The Fairmont

 

Accounting for Derivatives and Hedging Activities Under US GAAP: Build the knowledge base and, with case studies, practice all the skills you need to effectively deal with derivatives and hedge accounting. 12 CPE Credits

April 26-27
Las Vegas
Mandalay Bay Resort & Casino

June 3-4
San Francisco
The Fairmont

June 7-8
Orlando
Disney’s BoardWalk Inn

June 16-17
New York
The Westin at Times Square

 

 

Accounting for Business Combinations: Learn to apply the business combinations accounting standard in a pragmatic, practical way. 8 CPE Credits

May 26
Dallas
Four Seasons

May 26
Washington, DC
Four Seasons

June 23
New York
Marriott Marquis

June 30
San Francisco
The Ritz-Carlton

 

 

 

SEC Reporting Skills for Foreign Private Issuers: The Annual Report on Form 20-F -- ON-SITE: Get the latest information on Form 20-F. Most everything the non-U.S. company needs to know in order to file the Annual Report on Form 20-F. Examine outstanding filing examples and hear about the latest developments at the Securities and Exchange Commission, including no more reconciliations to U. S. GAAP for those that follow IFRS. Please contact Andrew Saxlehner, President and CEO, at (305) 529-1550 or e-mail onsite@secinstitute.com. 16 CPE Credits

IPO: Your Guide to Going Public -- ON-SITE: This in-depth workshop now brought to your office and customized to your needs. Designed for private companies contemplating this major move. Also includes periodic reporting obligations under the 1934 Exchange Act after the IPO. Please contact Andrew Saxlehner, President and CEO, at (305) 529-1550 or e-mail onsite@secinstitute.com. 16 CPE Credits

 

Understanding SFAS 133: Accounting for Derivatives and Hedging Activities -- ON-SITE: Your roadmap to understanding and implementing the FASB's most complex standard -- carefully selected, practical case studies and examples will lead you through the maze of this important Statement. Available as an on-site program only. Please contact Andrew Saxlehner, President and CEO, at (305) 529-1550 or e-mail onsite@secinstitute.com. 12 CPE Credits

 

SEC Institute On-Site: Seminars customized specifically for your company or CPA firm on SEC reporting requirements, FASB and related topics are also available through the SEC Institute. Please contact Andrew Saxlehner, President and CEO, at (305) 529-1550 or e-mail onsite@secinstitute.com.

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