Form 10-K In Depth Workshop

“This was by far the best seminar I have ever attended. The information presented was very timely and relevant.”

Patrice A. Armbruster, Manager, Financial Reporting
Energy Transfer Partners, L.P., Helena, MT (August 2004)

“As always, the instructor has done a great job of providing up-to-date information in an interesting presentation.”

Robert A. Burk, Vice President & General Counsel
Energy Transfer Partners, L.P., Tulsa, OK (August 2004)

“Accomplished what I expected and wanted. The instructor was great.”

Janet M. Long, Manager, Financial Reporting
Enbridge Energy Company, Inc., Houston, TX (August 2004)

“As expected, the class was a very thorough review of the rules and issues. A good balance of material and relevant real-life examples.”

Andrea D. Stewart, Senior Accountant
SCANA, Columbia, SC (August 2004)

“This instructor is extremely effective in his delivery of the material. Information is presented in a way that can be retained.”

Barbara Reiling, Internal Control Compliance Manager
SCANA, Columbia, SC (August 2004)

“Excellent speaker, great at keeping attention, good examples, good humor, good pace, good coverage.”

Cynthia W. Adams, Senior Accountant
SCANA, Columbia, SC (August 2004)

“Excellent instructor with outstanding teaching skills, also very positive: long-term experience with SEC topics/reviews.”

Irmgard M. Jobst, SEC Reporting Accountant
Siemens AG, Munich, Germany (August 2004)

“Very good course that included up-to-date information.”

Glen R. Kampschneider, Director, Regulatory Reporting
Transaction Systems Architects, Inc., Omaha, NE (August 2004)

“Very good course. The entire SEC Institute staff was very helpful.”

Jill M. Loy, Manager, Financial Reporting,
Salton, Inc., Columbia, MO (August 2004)

“The instructor has an excellent grasp of material and communicates that knowledge in plain English.”

Gerald A. Sattora, Vice President, Accounting
Genesee & Wyoming Inc., Rochester, NY (August 2004)

“Very good overview of what is needed. Far too many notes on my own 10K that I have to bring back to my management.”

Joseph A. Sorrentino, Director, Financial Reporting
Photronics Inc., Brookfield, CT (August 2004)

“The instructor was very knowledgeable on subject and passed that knowledge onto the participants in an excellent manner.”

Harold R. Wagener, Asst. Vice Pres. & Financial Analyst
UMB Financial Corporation, Kansas City, MO (August 2004)

“Wonderful class -- the instructor was more than willing to help and respond to all or our questions.”

Brian C. Woolf, Chief Financial Officer
Rubicon Medical Corp., Salt Lake City, UT (February 2004)

“Class has prepared me to improve my company’s 10-K and get it in compliance with new SEC requirements.”

Ashley Vukovits, Senior Financial Reporting Manager
Interactive Intelligence, Inc., Indianapolis, IN (February 2004)

“Excellent seminar, speaker has excellent presentation style by encouraging participation. Case study was very helpful to reinforce points.”

David E. Wittermeier, Controller
Derma Sciences, Inc., Princeton, NJ (December 2003)

“Instructor was wonderful -- He kept my interest throughout the workshop -- Very knowledgeable on topics discussed.”

Michelle Overmeyer, Assistant Vice President, Finance
Amedisys, Inc., Baton Rouge, LA (December 2003)

“One of the best courses I’ve taken. I’m actually taking back relevant information and knowledge that will help me succeed in my job. I’m actually learning with my company’s 10K and proxy flagged with areas that will be enhanced for the 2004 10K.”

Anita K. Adams, Director, Corporate Accounting & Finance
First Data Corporation, Greenwood Village, CO (December 2003)

“Instructor was excellent! Class was very informative and interesting. Presented in a very understandable format.”

Denise A. Vander Weg, Financial Reporting Advisor
FedEx Corporation, Memphis, TN (December 2003)

“Best continuing education class I’ve ever attended. The instructor was a great facilitator -- kept my interest.”

Allison J. Leonard, Senior Business Analyst
Steelcase Inc., Grand Rapids, MI (December 2003)

“This was an excellent course. I would highly recommend it for anyone working with financial reporting. The instructor was awesome, very knowledgeable and also humorous. Made it a pleasure to come to class.”

James Breen, Financial Reporting Senior
The Pep Boys - Manny, Moe & Jack, Philadelphia, PA (December 2003)

“Excellent training! In enough detail to get a healthy understanding of entire K.”

Brian S. Carr, Manager
Time Warner Inc., New York, NY (December 2003)

“I thoroughly enjoyed the class. The instructor did an excellent job in covering all the relevant data.”

Brent V. West, Vice President, Finance & CAO
Winston Hotels, Inc., Raleigh, NC (December 2003)

“Outstanding -- excellent materials that I will use in the workplace. Seminar leader kept the subject matter moving well and gave good insight.”

Greg Garside, Assistant Controller
Endurance Specialty Insurance Ltd., Hamilton, Bermuda (December 2003)

“Thought this course was excellent. The instructor made listening easy and interesting.”

Lindsay L. Piper, Financial Reporting Analyst
Katy Industries, Inc., Middlebury, CT (December 2003)

“The content was thorough, the instructor extremely knowledgeable and the class size perfect. The class itself brought on extensive broad base of experience into the discussion.”

Robert Pucko, Manager, Accounting
Concord Communications, Inc., Marlboro, MA (December 2003)

“The knowledge I acquired will be very helpful. The course is worthwhile and the instructor did a great job of making the course interesting.”

Brian M. Cashman, Assistant Controller
Concord Communications, Inc. Marlboro, MA (December 2003)

“I liked the fact that this seminar was more interactive in nature. It was good to go through a case study and point out the various errors. I also liked the detail we went into for each item in the K. It was a very in-depth look at the K (hence the name of the workshop).”

Jeffrey DeGuzman, Senior Accountant
CNA Financial Corporation, Chicago, IL (December 2003)

“SEC Institute’s classes are always excellent.”

Jennie Doe, Manager, Financial Reporting
Energy Transfer Company, San Antonio, TX (December 2003)

“Very good and comprehensive study of 10-K requirements; case study was very helpful.”

Scott R. Hunter, Corporate Counsel
Salem Communications Corporation, Camarillo, CA (December 2003)

“Did enjoy the workshop very much. Came in with very little knowledge -- leaving with a BIG suitcase of it. The instructor was excellent.”

Gaguik Grigoryan, Senior Financial Analyst
Golden Telecom, Inc., Washington, DC (December 2003)

“The instructor is excellent -- Communicates well, very knowledgeable, keeps it interesting. I keep coming back to your courses because of their high quality.”

Norman E. Rush, Corporate Controller
TriQuint Semiconductor, Inc., Hillsboro, OR (December 2003)

“Being fairly new to the SEC group at my Company, and having had no prior training in SEC, this class was extremely valuable to me. I leave here much more qualified for my job and ready for year-end.”

James Roark, Accountant
El Paso Corporation, Houston, TX (August 2003)

“This event reinforced why attend SEC Institute workshops. The class was well organized, informative and contained current, relevant examples to prepare a Form 10-K.”

J. Michael Edwards, Controller
BioNumerik Pharmaceuticals, Inc., San Antonio, TX (August 2003)

“This course was excellent, I’ve learned so much here that I can’t wait to go back and share it with my coworkers.”

Rachel Simpson, Senior Accountant
International Game Technology, Reno, NV (August 2003)

“Very good review of the 10-K and the related SEC literature. Very good materials.”

Shelly Nonaka, Assistant Controller
Tickets.com, Inc., Costa Mesa, CA (July 2003)

“Great instructor, used real life examples of current issues facing the profession along with the reasons why the issue has become a ‘hot topic.’”

Eric D. Givens, Manager, Residential Accounting
NTS Development Company, Louisville, KY (June 2003)

“One of the best seminars I have attended. Really pulled together a lot of my knowledge, and other areas I didn’t know.”

Jason Carter, Assistant Controller
Spectrum Bancorporation, Inc., Omaha, NE (June 2003)

“The instructor is an excellent lecturer -- very clear and organized. Also, he adds interesting comments from his prior experiences and current events.”

Denise Murdock, Accounting Manager
CNL Restaurant Properties, Inc., Orlando, FL (June 2003)

“The presentation kept on tract and was presented in a useful ways. The hands-on approach was also helpful (cases).”

Larry J. Boyd, Accounting Manager
Berry Petroleum Company, Bakersfield, CA (June 2003)

“Great class. Right on target.”

Daphne M. Mehringer
Halliburton Company, Houston, TX (June 2003)

“Enjoyed the course. Well organized. Had all new pronouncements I was interested in.”

Lucinda Renaud, Financial Reporting Supervisor
The Commerce Group, Inc., Webster, MA (June 2003)

“The instructor is great. Topics relevant to the 10-K requirements were explained. Very well organized and put together course. I think this course is worth attending every couple of years to keep up to date on the changes.”

Shannon M. Felker, Senior Accountant
CNL Restaurant Properties, Inc., Orlando, FL (June 2003)

“This was my first SEC Institute workshop, and I was very impressed. The workshop did a great jog of covering the basics while at the same time covering new developments. The instructor did an outstanding job facilitating and was a joy to learn from. The program exceeded my expectations.”

Kevin R. Cummer, Director, Finance
FBL Financial Group, Inc., West Des Moines, IA (June 2003)

“This course has given me the fundamentals necessary to prepare my first 10-K for my company.”

Anthony Diego, Senior Accountant
Emisphere Technologies, Inc., Tarrytown, NY (May 2003)

“The instructor is a great instructor and is able to keep his audience interested. It is very apparent he has significant expertise in the subject area.”

Michelle D. Stalick, Financial Reporting & Audit Manager
United Online, Inc., Westlake Village, CA (May 2003)

“Relaxed learning environment with hands-on involvement and group interaction was very beneficial for my learning as we were able to see how different sized companies operating in different industries presented their information.”

Thomas Maxwell, Financial Reporting Analyst
Horizon Telecom, Inc., Chillicothe, OH (May 2003)

“An excellent overall review of the entire 10K. Good focus on current issues.”

Marla R. Hyndman, Divisional Controller
The Hain Celestial Group, Inc., Melville, NY (May 2003)

“Terrific update on importing changes to 10-K filing.”

Rodolfo M. Michelon, Director, Financial Reporting
Dolby Laboratories, Inc., San Francisco, CA (March 2003)

“Acquired better SEC research skills and understanding of new reg requirements.”

Mei C. Liang, Senior Financial Analyst
Flextronics International Ltd., San Jose, CA (March 2003)

“This course was great. I now have a solid foundation to build on.”

Joshua J. Cagle, Senior Financial Analyst
ADC Telecommunications, Inc., Eden Prairie, MN (March 2003)

“I really enjoyed this class. It was extremely well organized and structured.”

Julie A. Henderson, Assistant Controller
Brio Software, Inc., Santa Clara, CA (March 2003)



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