SEC Reporting Skills Workshop

“Very, very useful--Very well presented.”

Mary M. Hunt, Corporate Controller
Miscor, Inc., South Bend, IN (November 2008)

“Very in-depth.  The instructor was great and amusing, which made the class FUN as well as educational.”

Julie Ann Kotowski, Director, SEC Reporting
Patrick Industries, Inc., Elkhart, IN (November 2008)

“This course is a must for anyone pursuing SEC reporting.”

Andrew Sargent, Senior Financial Analyst
PSS World Medical, Inc., Jacksonville, FL (November 2008)

“Andy did a wonderful job!!! He was very knowledgeable on the subject matter and presented it in a very organized and efficient manner.  He was also a funny guy and made the class extremely interesting!!!”

Melissa Scarborough, Financial Reporting Analyst
Transocean Inc., Houston, TX (November 2008)

“This course is definitely one of the best  trainings/courses I have been in.  The content/material was interesting and the presenter was very captivating and knowledgeable, which made it conducive to an excellent learning environment.”

Jelena Andrin, Staff Accountant
Southern Company, Atlanta, GA (November 2008)

“Excellent review of the rules related to SEC reporting.  Andy was very informative and his presentation style made the program very interesting.”

David A. Bibler, Financial Reporting & Research Manager
Marathon Oil Company, Findlay, OH (November 2008)

“Great class.  I knew more about SEC Reporting than I ever knew on Day one of the class!”

Erica M. Hunter, Financial Reporting & Analysis Manager
Capital City Bank, Tallahassee, FL (November 2008)

“Excellent delivery and excellent content.  Made a difficult subject engaging.”

Ricardo J. Nuñez, SVP, General Counsel & Corp. Secretary
HD Supply, Inc., Atlanta, GA (November 2008)

“Andy Bishop is an excellent teacher and trainer.  The class was well organized, easy to understand and follow.  The trainer was probably one of the best teachers I've had in a CPE class.”

Laurie L. Wilcox, Staff Accountant, Internal Controls
Southern Company, Atlanta, GA (November 2008)

“The structure of the seminar was easy to follow and a very good introduction to the SEC basics.  The instructor, Andy, was very knowledgeable and interesting.  His delivery enabled me to retain information, and identify applicable issues.  Overall, a wonderful experience.”

Edelia Flores, Senior Financial Analyst
Anadarko Petroleum Corporation, The Woodlands, TX (October 2008)

“One of the best courses ever attended! Objectives were met through good blend of lecture and hands on experience.  'Jeopardy' exercise was a great way to communicate some needed learning at the start of the course.”

Jay Kilborn, Director, Audit Services
Team Industrial Services, Inc., Alvin, TX (October 2008)

“Great job! I thoroughly enjoyed the interactive nature of the class--Andy does a great job captivating and keeping the audience's attention.”

Heather M. Taylor, Sr. Financial Reporting Analyst
Rosetta Resources, Inc., Houston, TX (October 2008)

“Excellent presentation, excellent materials, excellent facilities.”

Michael S. Devine, Senior Manager
AC Lordi Consulting, LLC, West Chester, PA (October 2008)

“Andy Bishop did an excellent job in giving this learning program!”

Van Nguyen, Associate Director
Financial Industry Regulatory Authority, Inc., Rockville, MD (October 2008)

“Excellent presenter (Bishop).  Worth every penny!”

Chris Nice, Manager
Arnett & Foster, P.L.L.C., Charleston, WV (October 2008)

“This is one of the best trainings I have been in during my fourteen year career!”

Karen S. Guske, Manager, SEC Reporting
Eastman Chemical Company, Kingsport, TN (October 2008)

“One of the best courses I have ever taken.”

Kristoffer Kaiser, Sr. SEC Reporting Accountant
Intuit Inc., San Diego, CA (October 2008)

“The material was very pertinent and the instructor was great.  He kept our attention well with appropriate examples and led us through the material in an easily understandable way.  I was very impressed.”

Kathryn G. Burkhalter, Assistant Controller
EastGroup Properties, Inc., Jackson, MS (September 2008)

“Andy did a great job and made the class very interesting and entertaining.  I really enjoyed the course and learned so much.”

Sarah B. DiLullo, Financial Reporting Specialist
Heritage Oaks Bank, Paso Robles, CA (September 2008)

“Outstanding.  This is just the kind of program I was looking for to provide the fundamentals.  I particularly liked the part you led us to tag documents for future reference--very helpful!!”

Karen K. Duke, Associate General Counsel
A. O. Smith Corporation, Milwaukee, WI (September 2008)

“The SEC Institute workshops I've attended are by far the best classes I have experienced.”

Caryn M. Moreau, Vice President, Finance
Spartan Motors, Inc., Charlotte, MI (September 2008)

“Andy knows his stuff and presents it in a way that keeps the audience engaged throughout the entire workshop.  He was entertaining while also teaching much information.”

Blake Lowry, Analyst
ConocoPhillips, Houston, TX (September 2008)

“Content was very good.  Andy did a great job presenting the material.  I would recommend this training to all my peers.”

Jeffrey M. Palmer, Manager, Financial Reporting
Inverness Medical Innovations, Inc., Waltham, MA (September 2008)

“Excellent, a perfect introduction to SEC reporting!”

Eric M. Roach, Corporate Controller
AtriCure, Inc., West Chester, OH (August 2008)

“Kept my interest peaked and I enjoyed learning from Andy.  His style turned what could've been a very boring training into an energizing and educational one.”

Elizabeth K. Ware, Manager, External Reporting
Towers Perrin, Philadelphia, PA (August 2008)

“This has been one of the most interesting and informative CPE classes I have attended.  The leader was insightful and knowledgeable yet fun and interactive.”

Christopher B. White, Senior Compliance Accountant
Aflac Incorporated, Columbus, GA (August 2008)

“I had high expectations from my discussions with previous attendees.  I am happy to say that the course met those lofty expectations.  Clearly, this course is the gold standard for an introduction to SEC reporting.”

Robert Carraway, Group Manager, External Reporting
The Procter & Gamble Company, Cincinnati, OH (June 2008)

“This is one of the best sessions I have ever attended.  Andy made the session very interesting and interactive.”

Sreeram Arunachalam, Manager, Finance
Cognizant Technology Solutions Corp., Teaneck, NJ (June 2008)

“Most informative and entertaining CPE I've been to.”

Trenton D. Cloer, Auditor
Dixon Hughes PLLC, Atlanta, GA (June 2008)

“Andy is excellent.  I used to dislike the 10K and 10Q documents, but after taking this class, I feel very comfortable and I can't wait to start drafting the Q.  Everyone was awake and well laughed.  Andy used a 'plain English' approach.”

Mercedes M. Frias, Assistant Vice President
Centerline Capital Group Inc., New York, NY (June 2008)

“Best course I've attended in quite some time.  Instructor was excellent!”

John T. Hayes, Vice President & Controller
Urstadt Biddle Properties Inc., Greenwich, CT (June 2008)

“Excellent instructor, he has made SEC reporting 'fun'.”

Christina M. Hood, Director, Financial Reporting
CPI Corp., St. Louis, MO (June 2008)

“This seminar led by Andy Bishop and the SOX seminar led by George Wilson are the two best seminars I have attended.  I've been attending seminars for 20 years.”

Laura Jennings, Dir., Corporate Finance & SOX Compliance
Lenox Group Inc., Bristol, PA (June 2008)

“Andy was very engaging and kept me interested for the full two days (which could be difficult with the material).  Cross referencing the book for future use will certainly be beneficial and helps me feel comfortable with the material.”

Necole R. Knight, Manager, Financial Reporting
Universal Orlando, Orlando, FL (June 2008)

“Andy is the best presenter I have had in 20 years of CPE programs!!”

Roger L. Rawlins, Jr., Vice President, Finance
DSW Inc., Columbus, OH (June 2008)

“I have attended many SEC Institute programs in the past and will continue to in the future.  Andy is great!”

Christopher L. Smith, Controller
Drew Industries Incorporated, White Plains, NY (June 2008)

“Extremely valuable training!!!”

David A.  Yanik, VP Audit Risk & Compliance
Warnaco Inc., Milford, CT (June 2008)

“This was a great class for seeing my impact on the filing.  Also it has helped me understand why I get the questions from our External Reporting Group.”

Kurt Anderson, Accounting Manager, Swimwear
Warnaco Inc., Milfort, CT (June 2008)

“Andy did an outstanding job making a topic that could otherwise be dry and boring very interesting and engaging.  He's got a great ability to make complex issues clear and unambiguous.”

Christopher Donaldson, Corporate Revenue Recognition Manager
Quest Software, Inc., Aliso Viejo, CA (June 2008)

“I enjoyed the way Andy brought humor to serious issues and as well used great examples to convey his points.  There was lots of personalization, as Andy related everything directly to our own company filings.”

Dustin Duhon, Financial Analyst
Weatherford International Ltd., Houston, TX (June 2008)

“Very interesting, the instructor made the boring material very colorful and vivid.  So many examples, and case analysis, it makes the class very interesting and useful.”

Qi Han, Senior Accountant
Symantec Corporation, Cupertino, CA (June 2008)

“Andy did an incredible job!  His energy, humor and stories really enhanced my enjoyment and understanding of the topics.  Highly recommend!”

Heather E. Nehls, Financial Reporting Manager
Crocs, Inc., Niwot, CO (June 2008)

“Excellent class--well paced, informative and organization of materials was superb--one of the best I've attended.”

Paul M. Coe, Asst. General Counsel, Oper. & Asst. Secretary
Rockwell Collins, Inc., Cedar Rapids, IA (June 2008)

“Material was presented well.  Relevant items were highlighted and the course was tailored to business represented in the class.”

Nikki Dauer, Finance & Accounting Analyst
The Standard, Portland, OR (June 2008)

“Great course, exactly as advertised.  Got exactly what I wanted and now know how the different schedules/forms tie together and the purpose for each.”

James R. Eldridge, Vice President, Investor Relations
Amazon.com, Inc., Seattle, WA (June 2008)

“Excellent! Andy is a very engaging speaker.”

Scott Sieppert, Certified Management Accountant
TransCanada Corporation, Calgary, AB, Canada (June 2008)

“Andy was a fantastic presenter--involved the audience, very humorous, dynamic and knowledgeable.”

Thaedra Thullbery, Assistant Controller
Omeros Corporation, Seattle, WA (June 2008)

“I enjoyed Andy as a commentator/presenter.  He has an incredible wealth of knowledge and can present this technical information in such an enjoyable format.  He never loses your attention.”

DeAnn M. Totta, Principal Accounting Officer & Corporate Secretary
Maxus Realty Trust, Inc., North Kansas City, MO (June 2008)

“Great program.  The instructor is very knowledgeable and he created a friendly and interactive environment for learning.  Food is great too.”

Joanna Zhao, Senior Accountant
Starbucks Corporation, Seattle, WA (June 2008)

“Excellent seminar.  I thoroughly enjoyed the presentation and learned a lot of useful information.  Andy is a great presenter and very entertaining.  I will recommend this to my colleagues.”

Katherine A. Kitchen, Director, Financial Reporting
Forestar Real Estate Group Inc., Austin, TX (May 2008)

“Fantastic workshop!  Mr. Bishop is an excellent presenter and keeps the topics relevant to current events.”

Heather L. Rayl, External Financial Reporting Manager
FinCor Holdings, Inc., Lansing, MI (May 2008)

“Never a dull moment!  I was very engaged throughout the two days.  Thanks for all the notes and reference materials.”

Diane Tedore, Staff Accountant
Nicor Inc., Naperville, IL (May 2008)

“Great instructor!  Engaging stories and anecdotes make CPE so much more enjoyable.”

Matthew G. Andrus, Accountant
Wells Fargo & Company, San Francisco, CA (May 2008)

“Andy showed a mastery of the material and I really enjoyed his teaching style.  I learned a lot!”

Darin M. Copeland, Financial Reporting Analyst
ONEOK, Inc., Tulsa, OK (May 2008)

“Very helpful.  Excellent instructor, excellent material.  Step by step instruction on a complicated subject.  I now feel confident that I have the skills and tools to begin 10K/10Q.”

Grace Hu, Controller
Abbott Vascular, Santa Clara, CA (May 2008)

“Truly enjoyed Andy's seminar.”

Brian R. Jones, Chief Financial Officer
CKX Lands, Inc., Lake Charles, LA (May 2008)

“Andy Bishop is a great instructor.  The content of the workshop is extensive and Andy is able to cover a lot and make the topics interesting.  Easy to follow and learn.”

Elizabeth C. Stumm, Controller, APC Subsidiary
Anadarko Petroleum Corporation, Denver, CO (May 2008)

“The workshop exceeded my expectations.  Andy is by far the best speaker/instructor that I've ever had.  He kept the lecture alive and interesting.  The materials are also fabulous!”

Cornelia J. Couture, Paralegal
IPG Photonics Corporation, Oxford, MA (April 2008)

“This has been the most informative and interesting reporting seminar I have ever attended.  Speaker engaged participants from the beginning and continued until the end.  Very effective use of time.  Great take home materials.”

Laura Jordan, Accounting Manager
The National Security Group, Inc., Elba, AL (April 2008)

“Program met or exceeded my expectations.”

James E. Browne, Asst. General Counsel & Director, HR
Mueller Industries, Inc., Memphis, TN (April 2008)

“Andy Bishop was fun, informative and not boring--learned more than I thought I would.”

Michael Rakusin, Consultant
MSR Consultants Ltd., New York, NY (April 2008)

“Andy's professionalism and teaching style are excellent.  His thoroughness and approach to the information of the SEC reporting skills was easy to follow along with.  Would definitely recommend this training to colleagues.”

Cheryl L. Waterbury, Exec. Asst. to the VP, Finance & CFO
The Connecticut Water Company, Clinton, CT (April 2008)

“Andy is a great teacher.  He taught a fairly large group of people, dry information, in a way to remember and laugh.”

John D. Emerick, Vice Pres, Corp. Development & Treasurer
Fair Isaac Corporation, Minneapolis, MN (April 2008)

“Andy was an outstanding lecturer and very knowledgeable.  I have always enjoyed SEC Institute courses and will continue to attend. ”

Gregory T. Jackson, Director, Financial Reporting
Integrated Electrical Services, Inc., Houston, TX (April 2008)

“Really enjoyed the course.  Pace was perfect and I never felt like the class was dragging on with SEC details.  The material to take home and use is also highly beneficial.  Andy's experience and knowledge also helped keep the class engaging.”

Christopher J. Tufano, Financial Reporting Staff Accountant
Frontier Airlines Holdings, Inc., Denver, CO (April 2008)

“Andy Bishop was everything I expected based on referrals of past participants, and then add 100%.  This is a 'must attend' workshop for any SEC reporting party.”

Deborah A. Bastian, Consultant
Jefferson Wells, Fort Worth, TX (March 2008)

“Great workshop!  Andy uses humor and real life events to cover all topics in a way that helps to understand SEC reporting.  Highly recommend it!”

Tahimi Hargrove, Financial Reporting Manager
AmeriCredit Corp., Fort Worth, TX (March 2008)

“Kept class interesting, very informative, would recommend to others--was absolutely not boring at all!”

Kasey Taylor, Accountant
Patterson-UTI Drilling Company, Snyder, TX (March 2008)

“One of the best courses I have attended in my career.”

Mark A. Hodkinson, Corporate Controller
Packeteer, Inc., Cupertino, CA (March 2008)

“Outstanding as always.”

David T. Beule, Chief Executive Officer
Appalachian Basin CPAs Inc., Canton, OH (March 2008)

“Every new CEO of a public company should be required to attend!”

Timothy W. Crawford, Chief Executive Officer
Capital City Petroleum, Inc., Columbus, OH (March 2008)

“Very informative! Great class! Would recommend to anyone involved in the SEC reporting process.”

Holly Davis, Manager, SEC Reporting
Amedisys, Inc., Baton Rouge, LA (March 2008)

“I think the instructor made what could be a boring seminar very interesting, fun and, most important, a valuable learning tool.”

Stephanie L. Manuel, Senior Accountant
Warnaco Group, Inc., Milford, CT (March 2008)

“Great program--I thoroughly enjoyed Andy's approach.  This is definitely not your standard, dry CPE!”

Eric D. Nelson, Sr. Financial Reporting Analyst
Noble Drilling Corporation, Sugar Land, TX (March 2008)

“Great speaker--very entertaining!  I found the page number references for the SEC handbook and the list of interesting websites very useful.”

Carolyn Chan, Sr. Financial Analyst, External Reporting
Open Text Corporation, Richmond Hill, ON, Canada (February 2008)

“This is the best class I have ever attended for accounting in my career.”

Brian Kim, SEC Reporting Manager
KLA-Tencor Corporation, San Jose, CA (February 2008)

“Teacher was well organized; kept us interested; answered questions well. Great job!  I stopped going to training seminars because of disappointments in sessions.  This was extremely beneficial.”

David F. Pietrantoni, Division Chief Financial Officer
Brooks Automation, Inc., Chelmsford, MA (February 2008)

“Andy is an outstanding presenter and the instruction style is both educational and enjoyable.”

Charles Schmaderer, Director, SEC & Financial Reporting
AMCON Distributing Company, Omaha, NE (February 2008)

“Excellent instructor, class was interactive.  Enjoyed not having PowerPoint for the class!”

Tania Van De Wiel, Manager
The Clorox Company, Oakland, CA (February 2008)

“Andy did a great job of working through the material and provided loads of entertaining and interesting stories to add color to the course.”

Alfred L. Withrow, Inspections Specialist III
Public Company Accounting Oversight Board (PCAOB), Denver, CO (February 2008)

“Fantastic!  Speaker was excellent!!!”

Kate Wright, Assistant Controller
Minn-Dak Farmers Cooperative, Wahpeton, ND (February 2008)

“I learned a lot from this class and really enjoyed the instructor.  He is very knowledgeable and made the class fun.”

Lisa Bargas, Senior Accountant, Financial Reporting
Cascade Corporation, Fairview, OR (January 2008)

“Andy was a fantastic instructor, he provided real-life examples and humor to give color to very bland topics”

Milagros L. G. Catanzaro, Financial Reporting Manager
Eaton Vance Corp., Boston, MA (January 2008)

“Always first rate!”

Larry H. King, Vice President
Tropicana Casinos & Resorts, Crestview Hills, KY (January 2008)

“This course was excellent.  Andy Bishop did a great job of making the material informative, relevant and stimulating.”

Ashley C. Lester, Financial Reporting Analyst
CarMax, Inc., Richmond, VA (January 2008)

“One of the best CPE courses I’ve attended.”

Paul Chaney, Partner
Charry, Bekaert & Holland, L.L.P., Raleigh, NC (January 2008)

“Very professional and felt like the quality of PWC training I’ve attended while with the firm.”

Bradley J. Albrich, Senior SEC Reporting Analyst
FEI Company, Hillsboro, OR (December 2007)

“Outstanding presenter and very engaging.  Easy to learn and retain information presented.  Key reason is that it was a discussion that was contained with no reading by the presenter or Power Point slides.  Andy provided real life situations and reasons for the rules.  Take-aways from class are outstanding and will greatly benefit me.”

Susan M. Ball, Chief Accounting Officer & V.P.
CVR Energy, Inc., Kansas City, KS (December 2007)

“Pace of course was excellent.  Very practical focus of content and materials.  Will definitely recommend to our accounting staff.  Excellent instructor.”

Christopher S. Coleman, Vice President & Controller
Harbor Point Re Limited, Pembroke, Bermuda, Bermuda  (December 2007)

“Amazing delivery!! Andy does a great job in dissecting the SEC Handbook over the course of two days.  He ties in current events seamlessly.  Never a dull moment.  Thanks!!”

Jason Dueno, Manager
Ernst & Young, New York, NY (December 2007)

“I thought how Andy related each time into our own 10K was great.  Also, how he broke up the different topics with real world stones.”

Sara M. Gates, Financial Reporting Manager
ExpressJet Airlines, Inc., Houston, TX (December 2007)

“Content, materials and, in particular, leader are absolutely outstanding…unmatched.”

Jeffrey S. Hammel, Vice President, Finance
Orthofix International N.V., Huntersville, NC (December 2007)

“Andy made the course very interesting and kept my attention the entire time.  I have gained a better understanding of SEC reporting and would recommend this course to others.”

Kristie Lindberg, Senior Accountant
MBIA Insurance Corporation, Armonk, NY (December 2007)

“This program was well structured to incorporate a large amount of info in a short period of time while making the delivery as enjoyable as possible.”

Kristi L. Macht, Assurance Manager
Grant Thornton LLP, Minneapolis, MN (December 2007)

“Program was really good—thanks to Andy—he kept it interesting, informative, gave relevant and current examples.  Great presentation.  I really enjoyed and learned a lot.”

Laura Murphy, Assistant Controller
TiVo, Inc., Alviso, CA (December 2007)

“Excellent content, but even better delivery.  Never boring.  I usually find myself nodding off at some point during a class like this.  However, that never happened in this class.”

Louis M. Perugini, Senior Advisor
Technology Partners International, Inc., Thomaston, CT (December 2007)

“Andy was superb.  Quite possibly the best presenter I’ve ever had at a seminar.  Great interaction.  Kept my attention the entire time.”

Brian P. Pietrandrea, Financial Analyst
Equitable Resources, Inc., Pittsburgh, PA (December 2007)

“I learned a ton of applicable information related to the filings and even caught a few things that need attention.  The class was very interesting.  Thank you.”

Archana Hiranandani, Sr. Accountant, Fixed Assets & Fin. Rprtg.
Royal Caribbean Cruises Ltd., Miami, FL (December 2007)

“The best training class I have ever attended.”

Elizabeth M. Johnson, Assistant Controller
Rayonier Inc., Jacksonville, FL (December 2007)

“Andy Bishop is an engaging speaker.  I’ve heard from past participants that he does a great job, and I concur.  His wit, humor and knowledge result in a very effective presentation.”

Debra J. McDonald, Senior Accountant
Quality Distribution, Inc., Tampa, FL (December 2007)

“Andy is an excellent instructor.  Probably best I have ever had.”

Willam E. Moss, Jr., Partner
Berman Hopkins Wright & LaHam, CPA's & Assoc., LLP, Winter Park, FL (December 2007)

“Great teaching; glad he taught us how to manage the SEC Handbook, it helped me know where I can find the info I need.  Also enjoyed the stories and examples—the instructor was great.”

David Ritzler, Compliance Manager
Brightpoint, Inc., Plainfield, IN (December 2007)

“This seminar far exceeded my expectations!”

J. Andrew Rhea, Vice President, Finance
ProLink Solutions, LLC, Chandler, AZ (November 2007)

“Entertaining and informative.  The best training I have attended.”

Jill Briesch, Senior Financial Accountant
St. Mary Land & Exploration Company, Denver, CO (November 2007)

“Andy’s teaching style was superb.  This was by far the best accounting related seminar I have attended.  I now have a better understanding of reporting requirements and have useful resources as take-aways.”

Carole A. Myser, Manager, External Financial Reporting
American Electric Power Company, Inc., Columbus, OH (November 2007)

“Jeopardy approach on first day was an excellent way to cover multiple concepts.  LOTS of information to cover so instructor taught class in a very smooth, transitional, effective manner.”

Rebekah Schrieber, Financial Analyst
Verenium Corporation, San Diego, CA (November 2007)

“Great overall view of SEC reporting.  The best training seminar I’ve ever attended.”

Bryan H. Weiss, External Reporting Analyst
Great Plains Energy Inc., Kansas City, MO (November 2007)

“Andy’s teaching style was superb.  He brings enthusiasm and real-life examples to the lecture”

Nicole Overbey, Financial Specialist
Ameren Corporation, St. Louis, MO (November 2007)

“I am so impressed by the professionalism and organization that went into the materials for the course.  Andy brought a lot of life (and humor) to an otherwise dry topic.”

Rebekah A. Barrientos, Manager, Financial Reporting & Research
McDermott International, Inc., Houston, TX (November 2007)

“Time and money wisely spent.”

Dalia Cantor, Financial Reporting Analyst
AuthenTec, Inc., Melbourne, FL (November 2007)

“Excellent overview with appreciable amount of detail—teacher knows how to teach, which makes all the difference—he was not afraid to get very basic when needed—was very detailed, ‘turn to page x, circle this, highlight that’—that’s what I want—the bottom line, but also the key points of how to get there.”

Kevin Hill, Manager, Financial Accounting & Rptg.
Energen Corporation, Birmingham, AL (November 2007)

“Extremely interesting.  Great presentation and made two days seem like two hours.”

Sharon Long, Director, Financial Reporting
Assurant Solutions, Atlanta, GA (November 2007)

“I really enjoyed the program.  Mr. Bishop was an extremely engaging instructor.  I have several take-aways to present to others at my company as a result of the program.”

Kevin L. Martin, Staff Accountant
Southern Company, Atlanta, GA (November 2007)

“Andy is a great speaker/lecturer!!  He keeps participants involved and makes everything interesting!!  Best speaker I have ever attended in 19 years of being a CPA.”

Lawrence D. Martin, Chief Financial Officer
Sunrise Coal LLC, Terre Haute, IN (November 2007)

“One of the best engaging instructors/teachers I have ever taken a CPE course from.”

James G. W. Mullis, Corporate Controller
Community Bankshares, Inc., Cornelia, GA (November 2007)

“Great class!  Format was very informative and kept the class flowing well (never bored).  Good injection of humor.”

Nancy A. Powell, Supervisor
Ford Motor Company, Dearborn, MI (November 2007)

“The instructor’s knowledge and style was perfect.  I finally understand why.  I would recommend this class to everyone who assists in SEC filings.  This class was well worth the time and money.”

Richard D. Sieradzki, Assistant Vice President, Finance
Synalloy Corporation, Spartanburg, SC (November 2007)

“This completely met my objectives.  I was hoping to gain a broad high level understanding of the major areas of SEC Reporting and the class delivered.”

Mark J. Vendetti, Sr. Vice President, Corporate Finance
XM Satellite Radio Inc., Washington, DC (November 2007)

“One of the best CPE classes I have taken.”

Christopher J. Casselman, Director, SOX Compliance
Alion Science & Technology Corporation, McLean, VA (October 2007)

“Andy Bishop did a great job—exceeded expectations.”

Paul D. McNiel, Controller
MTC Technologies, Inc., Dayton, OH (October 2007)

“Excellent class.  This was my first SEC class and I learned an incredible amount more than I expected.  Andy’s stories made the ‘whys’ so much more understandable and I will remember them better.”

Maren Norris, Assistant Controller
New Frontier Media, Inc., Boulder, CO (October 2007)

“SEC was a mystery to me.  This course connected a lot of the dots for me.  The material was excellent and the approach to putting it all together was very useful.”

George R. Ritter, Vice President, Finance & Accounting
Nine West Footwear Corp., Bristol, PA (October 2007)

“Andy Bishop does an excellent job with this course.  BRAVO!”

Kenneth M. Sullivan, Vice President
Smithfield Foods, Inc., Smithfield, VA (October 2007)

“Great course, I loved Andy’s teaching style.  Definitely want my next SEC course to be with him.”

Stephanie N. Coggins, Manager, Outside Reporting
Hastings Entertainment, Inc., Amarillo, TX (October 2007)

“Very informative, can’t believe how much I learned in two days!”

Christina Freeman, Staff Accountant
Sempra Energy, San Diego, CA (October 2007)

“Andy was an excellent instructor that presented the information in an enthusiastic manner and allowed the class to interact freely.”

Kevin S. Tannahill, Senior Financial Analyst
Plains All American Pipeline, L.P., Houston, TX (October 2007)

“Unbelievably interesting. ”

Monte Zwieg, Corporate Controller
Hines Horticulture, Inc., Irvine, CA (October 2007)

“The instructor is hilarious.  I wish the other seminars I went to were as good as this one.”

Grace Lau, Financial Analyst
CallWave, Inc., Santa Barbara, CA (September 2007)

“This is an excellent presentation.  I expected the topic to be really dry, but Andy made the two days go by fast.  A lot of great information was provided.”

Anthony Loreno, Partner
Control Solutions, Brisbane, CA (September 2007)

“Great class.  Very informative and entertaining.  I would definitely recommend it.  I learned quite a bit I can use for next QE—starting in one week.”

Michelle Sutton, Senior Finance Manager
Silicon Graphics, Inc., Sunnyvale, CA (September 2007)

“Very informative and entertaining.  The overall course review will be useful to my current external reporting position and enjoyed the history/stories the most—they kept it interesting and fun.”

Paula D. Ankarlo, Lead General Accountant
Qwest Communications International, Inc., Denver, CO (September 2007)

“This seminar was my first CPE out of the office, and it was great.  Mr. Bishop is intelligent and presents the materials in an informative and non-intimidating manner.  He is an excellent teacher.  This seminar has set the bar for future CPEs!”

Tammie Horlacher, Audit Senior
Maggart & Associates, P.C., Nashville, TN (September 2007)

“Relevant real-life examples and references.  Informative including the ‘whys,’ not just the ‘wheres and whats.’  Great supply of additional resources.”

Scott R. Jensen, Vice President & Controller
Orion Energy Systems, Ltd., Plymouth, WI (September 2007)

“Very detailed and informative!  Instructor very knowledgeable and entertaining at the same time.  Learned more at this seminar than one previously attended from another firm. ”

Barbara S. Parrent, Mgr., SEC Rptg. & Acctg. Compliance
Wolverine Tube, Inc., Decatur, AL (September 2007)

“Awesome class!  I’m looking forward to getting back to work in order to put new knowledge into practice.  Andy is an awesome teacher and made the class interesting and relevant.”

Oliver D. Waltman, Vice President & Assistant Controller
Parkway Properties, Inc., Jackson, MS (September 2007)

“Andy has a thorough understanding of the material and was able to communicate it clearly.  I really enjoyed the course and will be able to apply the material in my current job.”

Richard S. Williamson, Project Manager, Audit Services
American Electric Power Company, Inc., Columbus, OH (September 2007)

“Best training seminar I’ve attended.  Andy Bishop did a masterful job of not only teaching us the content, but helping us to understand how to navigate through the content in the future.  He really is teaching a methodology for learning as well as telling us what the rules mean, how to prepare reports, etc.  Additionally, his story telling and humor are priceless, and really make the content interesting and memorable/easy to remember.”

Kyle A. Bettigole, Director & General Counsel
Sapient Corporation, Cambridge, MA (September 2007)

“Best workshop I have attended.  Andy made it lively and entertaining.  I was pleasantly surprised.”

Tina L. Griffiths, Senior Accountant
IONA Technologies PLC, Waltham, MA (September 2007)

“Took this class with you about ten years ago and opinion is still the same…Best class I’ve taken in 20 years of continuing education.”

Paul Kawa, Corporate Controller
Evergreen Solar, Inc., Marlborough, MA (September 2007)

“The program was excellent! I can’t wait to attend another.  Andy is an amazing speaker who constantly keep the audience engaged and interested.  Way to go!!!”

J. Armando Martinez, Assistant Controller
Transaction Network Services, Inc., Reston, VA (September 2007)

“The instructor broke each component down and described in ‘plain english’ terms and principles that were once daunting.  GREAT class!”

Sara J. Butler, Senior Reporting Analyst
Kimberly-Clark Corporation, Irving, TX (August 2007)

“I was very impressed with the presentation of the material, especially recognizing the complexity, and yes ‘dryness’ of the information.  Although I am not a CPA, I thought the mix of narrative was perfect.”

Jeffrey M. Gershon, Associate Counsel
U.S. Global Investors, Inc., San Antonio, TX (August 2007)

“Great presentation by Andy.  Best presenter of technical SEC/Accounting materials that I have attended in last 15 years.”

Mark S. Heil, Chief Financial Officer
Ascendant Solutions, Inc., Dallas, TX (August 2007)

“Fantastic presentation of very technical SEC requirements.  Extremely informative.”

Danny A. Patterson, Accounting Supervisor
Commercial Metals Company, Irving, TX (August 2007)

“Great seminar.  Andy is very knowledgeable.  One of the best, if not the best, seminar I have attended.”

Casandra Reyer, Vice President, Accounting
WISE Well Intervention Services, Inc., Houston, TX (August 2007)

“One of the best CPE courses I’ve ever been to!”

Jason G. Taibel, Manager
UHY LLP, Houston, TX (August 2007)

“Andy Bishop is an engaging instructor who made this course both fun and a learning experience.  Relating course materials to current events provided a clearer picture of the rules and forms for financial statements.”

Gregory Whitby, Senior Accountant
PrimeEnergy Management Corp., Stamford, CT (August 2007)

Best speaker I’ve had yet!”

Kimo Akiona, Director, Financial Reporting
Shuffle Master, Inc., Las Vegas, NV (July 2007)

“This was a fantastic starting point for me, without any SEC filing background, I gained confidence that if I don’t know an answer, I know where I can go to look.  I got much more out of this than what I was expecting.”

Megan M. Dahle, Consultant
Milo Belle Consultants, LLC, Sioux Falls, SD (July 2007)

“Andy Bishop was amazing.  The course content was very tailored to the audience.”

Jeffrey R. Daniel, Director, Accounting & Controller
Iomai Corporation, Gaithersburg, MD (July 2007)

“Andy is extremely knowledgeable and very entertaining.  His presentation style/teaching is first rate, grabbing and keeping the participants interest.”

Jason A. Dauenhauer, Accounting Manager
Ferrellgas Partners, L.P., Liberty, MO (July 2007)

“Andy was an excellent instructor.  He kept this seminar extremely interesting and fun.  I was anticipating some very dry moments, but there weren’t any.  My time on SEC reporting is very limited, but I easily followed the program.”

Wesley A. Johnson, Senior Tax Associate
Union Pacific Railroad Company, Omaha, NE (July 2007)

“Best instructor I’ve ever had for a CPE class.”

Aaron Karlson, Assistant Controller
Iomai Corporation, Gaithersburg, MD (July 2007)

“Best compliance/reporting seminar I have ever attended.  Engaging, thorough, easy to follow.  Very good for non-accountants/auditors like myself.  Will definitely recommend to co-workers/colleagues.”

David Corrado, Associate Editor
Thomson RAA, New York, NY (June 2007)

“Great course.  No wonder so many people recommended it to me!”

Keira Forker-Greshko, Associate Director
Verizon Wireless, Basking Ridge, NJ (June 2007)

“Andy Bishop makes this course interesting and fun.  I would be interested in any course he teaches and will highly recommend him to others.”

Jessica L. Harris, Financial Reporting Manager
MAXXAM Inc., Houston, TX (June 2007)

“Mr. Bishop’s knowledge of the subject matter and his presentation skills are extraordinary.  Enjoyed the class!”

Robert M. Jansen, Vice President, Finance
Breeze-Eastern Corporation, Union, NJ (June 2007)

“Presenter, Andy Bishop, was well informed, and had an enjoyable way of presenting information.  All info was relevant and up-to-date. He was able to show us how to use the SEC Handbook in the future.”

Amy Nobile, External Reporting Analyst
Tiffany & Co., Parsippany, NJ (June 2007)

“Great presenter for this topic!  Andy made a very dry topic interesting and kept my attention when most classes would have been a struggle to get through.  Great job of relating the rules and forms to real life examples and current events.”

Darren Schluter, Corporate Controller
Linn Energy, LLC, Houston, TX (June 2007)

“Best educational conference I have participated in (even my public accounting seminars!)  I look forward to doing the advanced session.”

Keely A. Keenan, External Reporting Financial Analyst
Kennametal Inc., Latrobe, PA (June 2007)

“Informative—provided explanations as to ‘why’ certain things were done for 10Q and 10K.  I also thought the pace was appropriate.  It allowed me time to look at my company’s filings as we went through the book’.”

Jonna Denton, Corporate Reporting Team Leader
Kimberly-Clark Corporation, Irving, TX (June 2007)

“Andy was very entertaining and really kept my attention.  This was a great class and we plan to try to make it a standard for all of our new corporate reporting staff.”

Elizabeth S. Haynes, Senior Reporting Analyst
Kimberly-Clark Corporation, Irving, TX (June 2007)

“Great class!  I’ve been to this twice, and I always get good information out of the class.”

Ray Wood, Assistant Controller
Encore Capital Group, Inc., San Diego, CA (June 2007)

“Andy is fun and engaging.  Training was superb.  I enjoyed all of his stories and experiences.  I would definitely attend another class put on by Andy.”

Aaron Hirst, External Reporting Specialist
Intel Corporation, Santa Clara, CA (June 2007)

“I thought the instructor (Andy Bishop) did an excellent job of teaching this course, and I think the course was definitely set up in a way that it met the course objectives.”

Tara J. Spackeen, Analyst
The Boeing Company, Renton, WA (May 2007)

“Great class because of a great instructor—truly made a difference to add humor and stories to this type of class.  Would highly recommend to others.”

Tami Vienna, Vice Pres., Corporate Accounting & Rptg.
Edwards Lifesciences Corporation, Irvine, CA (May 2007)

“Excellent teacher and teaching style.  I was very worried that this class would be the most boring class I ever attended, but it was actually very interesting.  I am looking forward to doing my company’s next filing.”

Shari L. Adams, Vice President & Controller
TransCommunity Financial Corporation, Glen Allen, VA (May 2007)

“This is the second time I attended this program and it is probably the best seminar I attend.”

John J. Augustine, Director
Quaint Oak Bancorp, Inc., Southampton, PA (May 2007)

“Extremely informative, relevant and engaging.  I feel I have gained more from this class than any other I have attended.”

Robert L. Cunningham, Accountant III
Southern Company Services, Inc., Atlanta, GA (May 2007)

“I learned more in two days than I would in a semester of college.”

Douglas Dowe, Supervisor
Washington Gas Light Company, Washington, DC (May 2007)

“Very thankful for this course.  This has been the most productive and informative CPE course I have taken.  Excellent teaching, very well organized and a nice personal touch.”

Jeff Schmidt, Sr. Accountant, SEC & Financial Rptg.
MicroStrategy, Inc., McLean, VA (May 2007)

“Andy is an engaging speaker who presents the information in an easy to understand (plain-English!) format.  He kept the class moving and on track.”

Meg Taylor, Senior Manager
Goodman & Company, LLP, McLean, VA (May 2007)

“I enjoyed Andy’s presentation very much.  His knowledge of the subject matter was extensive and he delivered the material in a very engaging way.  His presentation style (not using power point) was very refreshing.  The course time really flew by.”

Katie Casso, Sr. Accountant, Financial Reporting
Centene Corporation, St. Louis, MO (May 2007)

“Course materials are great!  Andy is an excellent facilitator.  We got through the material rapidly, yet with a clear understanding.  It is great to not sit and watch PowerPoint slides being read to me.  Andy’s public speaking skills and use of examples made the course fly by.”

Margaret Darbro, Senior Financial Reporting Analyst
Hill-Rom Company, Inc., Batesville, IN (May 2007)

“Even though much of the discussion was geared toward CPAs, I learned more than I thought I would.  In addition, the ‘book’ is invaluable and will be in my pocket from now on.”

Dan Follis, Esq., Vice President
Compuware Corporation, Detroit, MI (May 2007)

“Andy was awesome.  He is an ideal lecturer for the SEC workshop.  He makes fairly dry information interesting.  He was able to keep me awake after those wonderful lunches.  His greatest achievement!”

Christopher A. Moore, Senior Financial Analyst
WMS Gaming Inc., Waukegan, IL (May 2007)

“One of the best seminars I have attended.  Andy is a very informative and engaging speaker.  The quality of information and the resources provided were excellent.”

James A. Pagnusat, Vice President, Finance
Macquarie Infrastructure Company, Chicago, IL (May 2007)

“I got a very good understanding of reporting requirements and how to improve my company’s filings.  This is the best course I ever had.”

Guilherme H. Santos, Financial Reporting Manager
P&H Mining Equipment Inc., Milwaukee, WI (May 2007)

“I love the SEC Institute seminars.  Always the perfect blend of detail and broad concept.  Very professional.  Andy is awesome!”

Jo B. Usry, Senior Director
SONIC Corp., Oklahoma City, OK (May 2007)

“An interesting discussion of what has the potential to be a very dry topic.  Great job Andy.  Kept my attention and provided an entertaining learning environment.”

Daniel Cavanaugh, Director, Financial Reporting
Infor Global Solutions, Alpharetta, GA (April 2007)

“Best seminar I’ve been to in 40 years.”

Jesse R. Cheatham, Chief Financial Officer
The Buckhead Community Bank, Atlanta, GA (April 2007)

“I was mesmerized by knowledge of material and presentation skills of Andy.  Thank you.”

Ilya Smirnov, General Counsel & Corporate Secretary
Golden Telecom, Inc., Moscow, Russia (April 2007)

“The course content and presentation were excellent.  The rating for this course is primarily attributable to the instructor, Andy Bishop!  I look forward to taking more courses with the SEC Institute.”

Tammy L. Burke, SEC Reporting Manager
Schnitzer Steel Industries, Inc., Portland, OR (April 2007)

“Very informative and helpful for my position. I learned more here than I ever did at any internal public accounting trainings.”

Jillian L. Stephenson, Sr. Financial Reporting Analyst
Belk, Inc., Charlotte, NC (April 2007)

“What a wonderful way to present such a dry topic!  I truly enjoyed the humor and the straight-talk.”

Hope R. Brown, Financial Analyst
Con-way, Inc., Portland, OR (April 2007)

“Captivating instructor--plain English discussion.”

Thomas J. DaPolito, Director, Financial Reporting
Take-Two Interactive Software, Inc., New York, NY (April 2007)

“Probably one of the best SEC classes.  Less technical (i.e., boring) and more conceptual.  Really retained and learned more from the class.  Teaching style more effective than PowerPoint slides.”

Joseph Diaspro, Director, Finance
Reader's Digest Association Inc., Pleasantville, NY (April 2007)

“Andy does a great job of keeping the class engaged and is able to strike a good balance between the course book and relative business events.”

Kevin M. Gillis, Vice President, Finance
Coley Pharmaceutical Group, Inc., Wellesley, MA (April 2007)

“Excellent presentation.  Very informative, very lively and interesting.  A great refresher course.”

M. Michelle Boyer, Senior Director, Financial Reporting
PSS World Medical, Inc., Jacksonville, FL (March 2007)

“One of the best programs I have ever attended—lots of great information presented in an entertaining manner.”

Kristina Z. Ditto, Assistant Controller
Porter Bancorp, Inc., Louisville, KY (March 2007)

“I enjoyed the program a great deal.  I learned an awful lot.  The material is very pertinent to what I do.  The examples and stories were most helpful in understanding the material.  Andy is able to take a very dry subject and make it interesting with his practical techniques and knowledge of what has happened in the public markets.”

Mark Bloom, Managing Director
RSM McGladrey, Inc., Chicago, IL (March 2007)

“Having my company’s filings here made the program infinitely more effective!  Great idea!  Class size, perfect.”

Emily B. Terry, SEC Reporting Accountant
Rohm and Haas Company, Philadelphia, PA (March 2007)

“Excellent presentation.  Kept my attention for two days—I am not a CPA, and my focus is on IR.  This program will enhance my skills.”

Paul H. Cooksey, Sr. Vice Pres., IR & Gov't  Affairs
Horne International, Inc., Fairfax, VA (February 2007)

“Excellent workshop.  Will return for other workshops.”

Charles R. Kearns, Manager, Group Audit Services
Alcatel-Lucent, Ottowa, ON, Canada  (February 2007)

“This course was extremely timely and answered all of my questions.  I am new to SEC reporting and this course was the perfect beginning to a career in SEC reporting.”

Tyler Majors, Senior Accountant
Syntroleum Corporation, Tulsa, OK (February 2007)

“I think the approach of walking people through the regs is excellent.  I will recommend to my fellow executives as an excellent overview of the reporting process.”

William R. Marlow, General Counsel
KGen Power, LLC, Houston, TX (February 2007)

“The program was recommended to me so I signed up with good expectations, and the program exceeded those expectations.  Mr. Bishop presented the information in an organized format that kept me interested.”

LaKisha C. Peterson, Asst. Manager, External Reporting
Parker Hannifin Corporation, Cleveland, OH (February 2007)

“Andy gave excellent presentations, relevant and current examples, engaged and promoted participation from audience.  Highly recommended by Cisco Director of SEC Reporting (Bob Tey).  He brought humor to a very complex and boring subject.  Very informative and provided plenty of resources to find information.”

Audrey Szutu, Corporate Controller
California Micro Devices Corporation, Milpitas, CA (February 2007)

“Very good course.  Andy does a good job keeping the dry subject interesting.  I will definitely recommend to my co-workers.”

Kelly Youngblood, Sr. Mgr., ESG Global Operations Acctg.
Halliburton Company, Houston, TX (February 2007)

“Most entertaining and informative course I have ever taken. Instructor was great.”

April D. Peterson, Vice President
U.S. Bancorp, Minneapolis, MN (Dec '06)

“This course was very helpful in teaching me how to navigate the SEC Handbook. Andy Bishop was very effective and succeeded in capturing my attention during the entire length of the class.”

Brooke Phillips, Compliance Accountant
Aflac Incorporated, Columbus, GA (Dec '06)

“Andy Bishop is an exceptional instructor-knowledgeable, articulate, engaging, interesting and witty. The pace was perfect. Content and organization were excellent.”

Kim Chang, Director, Finance
Silicon Graphics, Inc., Mountain View, CA (Dec '06)

“One of the best CPE classes I have ever taken.”

Gerald P. McDaniel, Assistant Controller
Titan Propane LLC, Florence, KY (Dec '06)

“Extremely knowledgeable speaker with a great sense of the ‘hot topics’ and relevant issues. He has a great way of making mundane SEC requirements seem interesting.”

Darren R. Stewart, Manager
Deloitte & Touche LLP, Calgary, AB, Canada (Dec '06)

“Excellent presentation skills based on obvious real life experience. The presenter was very poised, knowledgeable and fun to hear.”

John Sullivan, Senior Vice President & CFO
Desert Community Bank, Victorville, CA (Dec '06)

“Presentation was nothing short of inspiring. Andy Bishop is a true leader; probably the best speaker I have seen to date (why isn’t he a CPA politician?).”

Dali Kranzthor, Staff Accountant
Wheeler, Herman, Hopkins & Lagor, P.A., Tampa, FL (Dec '06)

“I never got ‘sleepy’. Very good info and great presentation.”

Susan Dechant, VP & CAO
NPC International, Inc., Pittsburg, KS (Dec '06)

“The instructor kept things moving and no time to nod off. This has been the best training seminar that I have attended.”

John Abolins, Sr. Manager, External Reporting
Celgene Corporation, Summit, NJ (Dec '06)

“This seminar was clearly one of the best seminars I have ever taken.”

Curt J. Banos, Controller
Epoch Investment Partners, Inc., New York, NY (Dec '06)

“One of the best programs I have been to.”

Robert D. Bright, Principal
Lordi Consulting LLC, West Chester, PA (Dec '06)

“Best instructor I have ever encountered at any CPE course. Outstanding job by Mr. Bishop.”

Mark Brachbill, VP, Finance
Keystone Consolidated Industries, Inc., Peoria, IL (Nov '06)

“This has been the most informative and interesting seminar/skills workshop I have been to so far. Other seminars I have been to have not met the quality as this one.”

Michael J. Fiser, Jr., Staff Accountant
Atlas America Inc., Uniontown, OH (Nov '06)

“Very well done, hands down the most informative CPE course I’ve attended – Time well spent, excellent instructor.”

Todd Murray, Financial Reporting Analyst
ONEOK, Inc., Tulsa, OK (Nov '06)

“Great introductory course, but also a good update for those already familiar with the topic.”

Deborah Vance, Manager, Financial Reporting
Kellogg Company, Battle Creek, MI (Nov '06)

“This is one of the best CPE courses I have taken, by far. The instructor is lively, maintains a strong knowledge of the subject matter and did a wonderful job of keeping my interest. I would recommend this course (and instructor) to anybody. This is definitely a top-tier program.”

Geoff Braun, Assistant Controller
Security Bank Corporation, Macon, GA (Nov '06)

“The only class that I did not want to leave the room – afraid I would miss something.”

Catherine Rector, SEC Reporting Accountant
Caterpillar Financial Services Corporation, Nashville, TN (Nov '06)

“Andy’s style is energetic and lively which makes an otherwise boring topic exiting and spurs others to participate.”

David Reimer, Manager, Financial Reporting
Verizon Information Services, Inc., Dallas, TX (Oct '06)

“This was the best class I have attended. The interactive style was not only helpful to learning the content, but kept everyone involved.”

Carren E. Walters, External Reporting Manager
Nordstrom, Inc., Seattle, WA (Oct '06)

“The overview was great. We touched all significant areas and went into detail on the more important areas. Class size and setup was excellent, and the course materials are very valuable.”

Marcus Foreman, Finance Analyst
Dell Inc., Round Rock, TX (Oct '06)

“Best training I’ve attended since I’ve been in industry! Instructor very knowledgeable; information practical. I will definitely use what I learned during these sessions!”

Rhonda Carlson, Manager, Financial Reporting
MWI Veterinary Supply, Meridian, ID (Sep '06)

“Highly knowledgeable entertaining presenter. It makes such a difference.”

Raquel Stratton, Financial Reporting Accountant
Montpelier Re Holdings Ltd., Hamilton, Bermuda (Sep '06)

“Andy is a really interesting and engaging presenter. You can tell he is passionate about what he does and he knows SEC reporting inside and out. I am grateful to have had Andy as the presenter.”

Paula Albertson, Manager, Financial Reporting
Sensus Metering Systems Inc., Raleigh, NC (Sep '06)

“Outstanding class that held my interest and provided the foundation to understand SEC reporting requirements and areas that could result in problems”

Steven R. Mickelson, VP, Finance & Admininstration
Del Global Technologies Corp., Franklin Park, IL (Sep '06)

“Andy is an incredible public speaker and does a great job of presenting the information and delivering it in an interesting manner. I enjoyed the workshop! It exceeded my expectations.”

Eric Ongaro, Accounting Manager
M/I Homes, Inc., Columbus, OH (Sep '06)

“This has to be the BEST class on accounting and finance I have ever attended! I will spread the word.”

Timothy Webb, Assistant Corporate Controller
Option Care, Inc., Buffalo Grove, IL (Sep '06)

“Very hands on yet “Fun”. Best SEC class I have sat through. Excellent walkthrough the SEC Regs. Stayed on time which was great.”

Jeffrey T. Jackson, Chief Financial Officer
PGT, Inc., North Venice, FL (Sep '06)

“Outstanding session. Very well organized and relevant materials. Outstanding speaker—everything flowed well together. Bringing in real life experiences was a plus.”

Susan M. Ball, VP & CAO
Coffeyville Resources, LLC, Kansas City, KS (Aug '06)

“Speaker was very knowledgeable and kept my attention. He made time to make conversation with attendees during breaks, etc. I feel the information was presented clearly--in a manner easy to understand”

Whitney Dillard, SEC Accountant
Eastman Chemical Company, Kingsport, TN (Aug '06)

“This is very beneficial to my position with Devon. Andy is a great teacher, he related materials provided to us with our own company material. Very helpful!”

Amy Smoot, Financial Accountant
Devon Energy Corporation, Oklahoma City, OK (Aug '06)

“This was a great course and it totally helped me achieve my personal objectives relative to the ‘why’ items are included and disclosed in my company’s 10K and 10Q.”

Yolanda Guobadia, Manager, SEC Reporting
TerreStar Networks, Inc., Reston, VA (Aug '06)

“I thought the speaker was outstanding and far better than other speakers I have seen at similar events.”

Christopher Wade, Assistant Controller
KKR Financial Corp., San Francisco, CA (Jul '06)

“Very knowledgeable instructor. Able to present a large volume of material very rapidly. The right mix of stories and anecdotes to help make material more meaningful.”

J. Scott Pruitt, Manager, External Reporting
ConocoPhillips, Houston, TX (Jul '06)

“Andy kept my interest the entire two days and I didn’t think that could happen with an SEC class. My expectations have been exceeded significantly. I have received the ‘nuggets’ of information I had hoped to receive. Great real-life examples for every subject matter.”

Richard D. Strong, Assistant Treasurer
National R.V., Inc., Perris, CA (Jul '06)

“The SEC Institute continues to put on the best road show re: securities law and accounting compliance. The first class I took was this one in 2004. Yes, a repeat, but great speaker!”

Jill Zimmer, Paralegal
Irwin Financial Corporation, Columbus, IN (Jul '06)

“Pace of the class was excellent. Class time moved quickly yet allowed enough time for each topic. Andy’s teaching style is excellent as it kept me attentive and focused on the topics covered.”

Linda V. Conn, Manager, Financial Reporting
Prudential Financial, Inc., Newark, NJ (Jun '06)

“Great instructor. Excellent topics and really enjoyable approach to this topic.”

Vasyl Tsykhulyak, Assistant Vice President
Merrill Lynch & Co., Inc., Jersey City, NJ (Jun '06)

“The instructor is very knowledgeable and entertaining! He does a great job of pointing out relevant information for future reference. The binder and book will be great reference tools.”

Teresa A. Warne, Director, Accounting
Caribou Coffee Company, Inc., Minneapolis, MN (Jun '06)

“This is a great course. Andy kept the topic very interesting and he provided a very insightful analysis of what is going on in the industry and the SEC.”

Karen Zhou, Senior Accountant
Forest City Enterprises, Inc., Cleveland, OH (Jun '06)

“Excellent -- one of the best programs I’ve ever attended. Andy’s presentation style is both informative and entertaining, no easy feat.”

Robert P. Bedwell, Partner
Berenfeld, Spritzer, Shechter & Sheer, CPA’s, Coral Gables, FL (Jun '06)

“Amazing, informative. I will definitely be able to transfer what I learned to my work. EXCEEDED my expectations.”

John A. Hepokoski, Principal Reporting Analyst
Exelon Corporation, Chicago, IL (Jun '06)

“Great program. Always enjoy attending SEC institute workshops, whether as a refresher or for a new program.”

Lev Cela, Director, Financial Reporting
Viragen, Inc., Plantation, FL (Jun '06)

“Excellent course for providing the ‘ABCs’ of SEC -- really appreciated the SEC jeopardy! Andy did an absolutely amazing job of keeping us engaged. Very helpful to ‘mark up the book’ too.”

Melinda D. Whittington, Director
The Procter & Gamble Company, Cincinnati, OH (Jun '06)

“Andy was an excellent instructor. He made topics that could have been very dry entertaining and interesting.”

Heather O’Grady, Project Accountant
International Game Technology, Reno, NV (Jun '06)

“Andy was a great instructor. He used a lot of relevant stories/examples to teach the material. Normally these rules would be ‘dry,’ but he made it fun.”

Jeffery P. Watson, Manager, Corporate Reporting
Playboy Enterprises, Inc., Chicago, IL (Jun '06)

“The class was very informative. I would recommend it to all of my peers in financial reporting. The program exceeded by expectations.”

Veronica Fairbanks, Financial Reporting Analyst
Builders FirstSource, Inc., Dallas, TX (Jun '06)

“Andy’s sense of humor, presentation skills and relating the material to actual events makes him an effective instructor.”

Natalie G. Hayashi, Senior Financial Reporting Analyst
Puget Sound Energy, Inc., Bellevue, WA (Jun '06)

“Wonderful, wonderful, wonderful! I never knew SEC reporting could be interesting.”

Malisa Bailey, Sr. Accountant, Financial Reporting
Corinthian Colleges, Inc., Santa Ana, CA (Jun '06)

“Andy is an excellent instructor! He kept my attention the entire time and made the class very interesting and entertaining.”

Grace Lame, Senior Accounting Analyst
William Wrigley Jr. Company, Chicago, IL (May '06)

“Extremely relevant. Good energy level and fantastic examples.”

Caroline Armour, Director
Verizon Wireless, Bedminster, NJ (May '06)

“This was a great hands on program. I got more out of this program than any other I have attended. I recommend anyone beginning SEC reporting to take this course first.”

William Skinner, Jr., Sr. VP & Controller
Mercantile Bankshares Corporation, Linthicum, MD (May '06)

“This is the first SEC Institute seminar I have attended and I look forward to attending others. Very informative and applicable information that can be used.”

Jeffrey Elmore, AVP & Fin. Reporting Manager
First National Bank of the South, Spartanburg, SC (Apr '06)

“Very good presenter -- actually makes going through the SEC handbook fun!”

Abdoulaye Diarra, Director, Financial Reporting Controls
Freddie Mac, McLean, VA (Apr '06)

“Excellent presentation skills, lively-good information, good use of reference materials, good balance of actual examples.”

David Krajanowski, Managing Partner
Singer Lewak Greenbaum & Goldstein, LLP, Santa Ana, CA (Apr '06)

“The instructor is excellent. He is very organized and able to hold the class’ attention with his teaching style and stories. He seems highly knowledgeable of the class material.”

Stephanie Pham, Accounting Compliance Manager
Pixar, Emeryville, CA (Apr '06)

“Learned what I set out to learn and much more. Look forward to continuing to learn about this subject matter. Instructor was very informative and very willing to answer questions before/after class and during breaks.”

John H. Phillips, Financial Analyst
Sensus Metering Systems, Inc., Raleigh, NC (Mar '06)

“Excellent course on the basics -- Andy is a skilled presenter and manages to transform materials with the potential to be very dry to an entertaining format.”

Barbara Thompson, Sr. Financial Analyst
Allied World Assurance Company, Ltd., Hamilton, Bermuda (Mar '06)

“Excellent workshop leader -- Andy is awesome! Well organized, great information.”

Guy Mazula, Accounting Manager
InterMune, Inc., Brisbane, CA (Feb '06)

“Andy really did a very good job in presenting the material. I would do this again.”

Jeffrey Frye, Director, Finance
Cardinal Health, Inc., St. Petersburg, FL (Feb '06)

“First seminar where I did not doze off -- Thanks.”

David Walker, VP, Finance, Treasurer & CAO
Fontainebleau Resorts, LLC, Las Vegas, NV (Feb '06)

 



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