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24th 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
Keynote Speakers:
- Ed Trott, former FASB Board Member--in San Diego
- Ethiopis Tafara, SEC’s Director of the Office of International Affairs--in Washington, DC
- Greg Jonas, Managing Director of Moody’s Investors Service--in New York City
- Lynn Turner, former SEC Chief Accountant--in San Francisco
November 20-21
Washington, DC
The Ritz-Carlton, Pentagon City
December 15-16
New York City
Sheraton New York Hotel and Towers
December 16-17
San Francisco
The Ritz-Carlton, San Francisco
24th 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 28-29
Dallas
The Ritz-Carlton
May 28-29
Washington, DC
Four Seasons Hotel
June 15-16
San Francisco
The Ritz-Carlton
June 22-23
New York
Marriott Marquis
The Fair Value Challenge: SFAS 157 and SFAS 159 In Depth Conference: Thorough knowledge of the new accounting standards, while going beyond a pure conceptual discussion to provide specific examples of valuation examples and issues encountered. Senior staff from the FASB, the SEC, Big Four and industry adopters will guide you through the fair value minefield and help you successfully adopt and implement these challenging standards. 14 CPE Credits
December 17-18
New York
Sheraton New York Hotel and Towers
IFRS Conference: Today's Landscape...Tomorrow's Challenge: International Financial Reporting Standards may someday become the uniform set of global accounting standards that all market participants use. The SEC has already eliminated the reconciliation requirement for foreign private issuers using IFRS and they are currently contemplating whether and how to transition U.S. issuers to IFRS. This conference will provide you with a general knowledge of the major differences between IFRS and US GAAP, the ongoing convergence efforts, and the IFRS transition requirements. 9 CPE Credits
December 17
New York
Sheraton New York Hotel and Towers
2009 Dates and Locations
to be announced
SEC Reporting Skills Workshop: Setting the standard for 22 years. Our "signature" seminar is simply the best basic SEC training for mastering Forms 10–K, 10–Q, 8–K; writing your MD&A, preparing your proxy statement. PLUS... •The Major Overhaul of the Form 8-K--Many New Items and the 4-Day Deadline •The SEC's New MD&A Guidance •The Sarbanes-Oxley Act's Effects on You and Your Company •Your Role in CEO/CFO 302 and 906 Certifications •Developing Appropriate Disclosure Controls and Procedures •Tips for Disclosing Sensitivity Analysis of Your Critical Accounting Estimates in the MD&A. Perfect for beginners and an excellent refresher for anyone responsible for SEC reporting. 16 CPE Credits
Class
size approximates 25
|
November 20-21
Las Vegas
MGM Grand
November 24-25
Chicago
The Westin River North
December 4-5
Orlando
Disney's Beach Club Resort
December 11-12
San Francisco
The Westin St. Francis
December 18-19
New York
Sheraton Hotel & Towers
January 26-27
Las Vegas
Wynn
February 23-24
San Francisco
The Fairmont
2009 Dates and Locations
will be posted soon
Advanced SEC Reporting Skills Workshop: Get the most current updates and learn to deal with the newest and biggest challenges in your SEC reporting. 12 CPE Credits
Class
size approximates 25
|
November 25-26
New York
Marriott East Side
December 2-3*
Orlando
Disney's BoardWalk Inn Resort
December 18-19
San Francisco
The Fairmont
2009 Dates and Locations
will be posted soon
*$200
DISCOUNT |
SOX 404 Foundations: Understanding the Internal Control Process: If your are new to SOX 404 work, or your company is new to the SOX 404 process, this is the course for you. You will build a foundation with the core concepts you need to understand and perform the SOX evaluation, and learn the detailed steps in the process. Highlights: •Objectives of the process •Requirements for the first year, the second year and thereafter •Performing the assessment with no auditor's reporting in year one and year two •Using the NEW SEC Management guidance effectively •Emphasizing the role of entity level controls •Making your assessment "Top Down" and "Risk Based" •Using the definition of Internal Control Over Financial Reporting to make effective scoping decisions •Determining appropriate levels of documentation •Selecting controls to test efficiently and effectively •Designing tests of operating effectiveness •Choosing controls to test without going overboard •Anticipating issues when auditors are involved in year three •Writing management's report--what to say and what not to say. 12 CPE Credits
Class
size approximates 25
|
December 2-3
Orlando
Disney's Beach Club Resort
2009 Dates and Locations
will be posted soon
SOX 404: Beyond the Basics: Improving your process! Highlights: •The New Management Guidance and Auditing Standard for SOX 404 •Understanding the crucial principles behind the new principles based guidance •Understanding the process steps in the SEC Management Guidance AS 5 •Revisiting your “Top-Down” model •Remaking scoping decisions based on the new risk level guidance •Scoping to only identify “Material Weaknesses” •Internal Control Over Financial Reporting versus COSO – operation control issues •What is reasonably possible or probable? •Documenting entity level controls and their impact on risk and testing •The auditor’s new role – no evaluation of management’s assessment •Identifying opportunities to build efficiencies •Overcoming resistance to change in your process •The new definition of significant account •Reducing documentation •Issues with IT controls and how to identify which IT controls are relevant •Reducing the number of controls you test •The revised definitions of Significant Deficiency and Material Weakness. 12 CPE Credits
Class
size approximates 25
|
December 3-4*
Orlando
Disney's BoardWalk Inn Resort
2009 Dates and Locations
will be posted soon
Form 10-K In Depth Workshop: A “hands-on” workshop that leads you through the filing Item-by-Item using a comprehensive case study—A creative, highly acclaimed and unique concept in SEC training that goes beyond the basic requirements. Plus: All the changes for Internal Controls. Expanded to two and one-half days to accommodate the ever-expanding Form 10-K and to allow more participant involvement. 20 CPE Credits
Class
size approximates 25
|
November 17-19
New York
Marriott East Side
November 24-26
Chicago
Sheraton
December 8-10
Orlando
Walt Disney World Dolphin
December 17-19
San Francisco
Omni
2009 Dates and Locations
will be posted soon
MD&A In Depth Workshop: Completely revised and updated to reflect the SEC guidance in FR 72. All the "DOs and DON'Ts" of writing your Management’s Discussion & Analysis. Master the art of writing the MD&A section of any SEC filing. Learn what the SEC looks for when reviewing your MD&A -- from expert instructors using a series of hands-on case studies and outstanding practical examples. 13 CPE Credits
Class
size approximates 25
|
December 4-5
Orlando
Walt Disney World Dolphin
December 15-16
San Francisco
Omni
2009 Dates and Locations
will be posted soon
The Practical FASB: Top 10 FASB Pronouncements for SEC Reporting Professionals--and More!: This course provides SEC reporting professionals and others with the FASB knowledge they need to perform and excel in today’s complex accounting world. You will learn about the core FASB issues important for public companies and obtain an update of recent FASB pronouncements and current agenda projects.
8 CPE Credits
Class
size approximates 25
|
November 24
New York
Marriott East Side
December 17
San Francisco
The Fairmont
2009 Dates and Locations
will be posted soon
Applying SFAS 109: Accounting for Income Taxes: SFAS 109 requires more professional judgment in the reporting process and it can provide distinct advantages including: reduced complexity, easier recognition of deferred tax assets, mitigation of the stock option issues and other non-tax liabilities, more realistic balance sheet presentations and completeness in the tax disclosures. In order to maximize these benefits, a thorough understanding of the income tax standard is essential—and how to operate under it. Our newly revised SFAS 109 workshop covers all aspects of the standard and its FIN 48 implications. 8 CPE Credits
2009 Dates and Locations
will be posted soon
Implementing SFAS 123R: Share-Based Payments: Topics include: •Measuring fair value -- How to choose between Black-Scholes and the binomial models •Assuring you have all the required data to implement •Understanding the changed tax and cash flow presentation issues •The voluminous required disclosures •The accounting transition and differences from the old pro-forma disclosures. 8 CPE Credits
December 18
San Francisco
The Ritz-Carlton
Applying SFAS 133: Accounting for Derivatives and Hedging Activities: 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. 12 CPE Credits
November 12-13
New York
Marriott Marquis
2009 Dates and Locations
will be posted soon
Implementing SFAS 141R & 160: Business Combinations & Noncontrolling Interests: If you think you know the purchase accounting method and how to account for minority interests, think again, as major changes have recently been finalized. This workshop will help you understand the key principles and significant accounting and reporting implications of these new standards. 8 or 12* CPE Credits
November 19
San Diego
The Westin Gaslamp Quarter
(Annual National SEC Reporting Conference add-on workshop)
December 15
San Francisco
The Ritz-Carlton
(Annual National SEC Reporting Conference add-on workshop)
December 19
New York
Sheraton New York Hotel and Towers
(Annual National SEC Reporting Conference add-on workshop)
2009 Dates and Locations
will be posted soon
SFAS 157: Fair Value Measurements Workshop: This workshop covers the key elements of SFAS 157, Fair Value Measurements. 8 CPE Credits
November 14
New York
Marriott Marquis
2009 Dates and Locations
will be posted soon
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. 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 e-mail W. Anderson (Andy) Bishop, Executive Vice President and
Principal, at wabcpa@msn.com
for more information.
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 andysax@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 andysax@secinstitute.com.