| SEC Reporting Skills Workshop “The various stories and examples not only kept my interest, but --even better-- helped me understand the topics. This class has helped me understand why the SEC requires the information and where potential improvements could be made. The time flew by and it was only after the first day ended that I realized how much I had learned.”
“Met all of my expectations. Will apply much of what I learned immediately.”
“I took this course ten years ago and have been out of the workforce for several years, so I took this course as a refresher and feel very confident that I could go back and do my previous job.”
“The instructor is eminently well qualified to teach this course and he is very clear and articulate. He covers a lot of material in a well organized, efficient manner.”
“Great course! Best instructor experienced in several years.”
“The instructor never lost the attention of the group. He was willing to answer and encouraged questions. Actually made learning SEC reporting enjoyable.”
“Very informative. Extremely applicable for me. the instructor's teaching was very effective. It was a pleasure taking the course. the instructor did an excellent job.”
“Instructor was great at focusing on areas which companies currently have trouble with. Instructor was also able to engage participants. This workshop was extremely helpful for 10-K and 10-Q reporting.”
“Great workshop. Probably the best CPE I have attended. The leader kept us engaged for both days.”
“Extremely timely and directly applicable to job duties. Eye opening in many respects. I'll definitely be able to review our filings much more critically as a result of this class.”
“Great program--one of the best I have ever attended.”
“Very, very useful--Very well presented.”
“Very in-depth. the instructor was great and amusing, which made the class FUN as well as educational.”
“This course is a must for anyone pursuing SEC reporting.”
“The instructor 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!!!”
“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.”
“Excellent review of the rules related to SEC reporting. the instructor was very informative and his presentation style made the program very interesting.”
“Great class. I knew more about SEC Reporting than I ever knew on Day one of the class!”
“Excellent delivery and excellent content. Made a difficult subject engaging.”
“The instructor 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.”
“The structure of the seminar was easy to follow and a very good introduction to the SEC basics. the instructor, the instructor, was very knowledgeable and interesting. His delivery enabled me to retain information, and identify applicable issues. Overall, a wonderful experience.”
“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.”
“Great job! I thoroughly enjoyed the interactive nature of the class--The instructor does a great job captivating and keeping the audience's attention.”
“Excellent presentation, excellent materials, excellent facilities.”
“The instructor did an excellent job in giving this learning program!”
“Excellent presenter (). Worth every penny!”
“This is one of the best trainings I have been in during my fourteen year career!”
“One of the best courses I have ever taken.”
“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.”
“The instructor did a great job and made the class very interesting and entertaining. I really enjoyed the course and learned so much.”
“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!!”
“The SEC Institute workshops I've attended are by far the best classes I have experienced.”
“The instructor 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.”
“Content was very good. The instructor did a great job presenting the material. I would recommend this training to all my peers.”
“Excellent, a perfect introduction to SEC reporting!”
“Kept my interest peaked and I enjoyed learning from the instructor. His style turned what could've been a very boring training into an energizing and educational one.”
“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.”
“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.”
“This is one of the best sessions I have ever attended. the instructor made the session very interesting and interactive.”
“Most informative and entertaining CPE I've been to.”
“The instructor 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. the instructor used a 'plain English' approach.”
“Best course I've attended in quite some time. Instructor was excellent!”
“Excellent instructor, he has made SEC reporting 'fun'.”
“This seminar led by the instructor and the SOX seminar led by George Wilson are the two best seminars I have attended. I've been attending seminars for 20 years.”
“The instructor 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.”
“The instructor is the best presenter I have had in 20 years of CPE programs!!”
“I have attended many SEC Institute programs in the past and will continue to in the future. the instructor is great!”
“Extremely valuable training!!!”
“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.”
“The instructor 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.”
“I enjoyed the way the instructor brought humor to serious issues and as well used great examples to convey his points. There was lots of personalization, as the instructor related everything directly to our own company filings.”
“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.”
“The instructor did an incredible job! His energy, humor and stories really enhanced my enjoyment and understanding of the topics. Highly recommend!”
“Excellent class--well paced, informative and organization of materials was superb--one of the best I've attended.”
“Material was presented well. Relevant items were highlighted and the course was tailored to business represented in the class.”
“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.”
“Excellent! the instructor is a very engaging speaker.”
“The instructor was a fantastic presenter--involved the audience, very humorous, dynamic and knowledgeable.”
“I enjoyed the instructor 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.”
“Great program. the instructor is very knowledgeable and he created a friendly and interactive environment for learning. Food is great too.”
“Excellent seminar. I thoroughly enjoyed the presentation and learned a lot of useful information. the instructor is a great presenter and very entertaining. I will recommend this to my colleagues.”
“Fantastic workshop! Mr. is an excellent presenter and keeps the topics relevant to current events.”
“Never a dull moment! I was very engaged throughout the two days. Thanks for all the notes and reference materials.”
“Great instructor! Engaging stories and anecdotes make CPE so much more enjoyable.”
“The instructor showed a mastery of the material and I really enjoyed his teaching style. I learned a lot!”
“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.”
“Truly enjoyed the instructor's seminar.”
“The instructor is a great instructor. The content of the workshop is extensive and the instructor is able to cover a lot and make the topics interesting. Easy to follow and learn.”
“The workshop exceeded my expectations. the instructor is by far the best speaker/instructor that I've ever had. He kept the lecture alive and interesting. The materials are also fabulous!”
“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.”
“Program met or exceeded my expectations.”
“The instructor was fun, informative and not boring--learned more than I thought I would.”
“The instructor'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.”
“The instructor is a great teacher. He taught a fairly large group of people, dry information, in a way to remember and laugh.”
“The instructor was an outstanding lecturer and very knowledgeable. I have always enjoyed SEC Institute courses and will continue to attend. ”
“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. the instructor's experience and knowledge also helped keep the class engaging.”
“The instructor 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.”
“Great workshop! the instructor uses humor and real life events to cover all topics in a way that helps to understand SEC reporting. Highly recommend it!”
“Kept class interesting, very informative, would recommend to others--was absolutely not boring at all!”
“One of the best courses I have attended in my career.”
“Outstanding as always.”
“Every new CEO of a public company should be required to attend!”
“Very informative! Great class! Would recommend to anyone involved in the SEC reporting process.”
“I think the instructor made what could be a boring seminar very interesting, fun and, most important, a valuable learning tool.”
“Great program--I thoroughly enjoyed the instructor's approach. This is definitely not your standard, dry CPE!”
“Great speaker--very entertaining! I found the page number references for the SEC handbook and the list of interesting websites very useful.”
“This is the best class I have ever attended for accounting in my career.”
“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.”
“The instructor is an outstanding presenter and the instruction style is both educational and enjoyable.”
“Excellent instructor, class was interactive. Enjoyed not having PowerPoint for the class!”
“The instructor did a great job of working through the material and provided loads of entertaining and interesting stories to add color to the course.”
“Fantastic! Speaker was excellent!!!”
“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 “The instructor 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 “Always first rate!” Larry H. King, Vice President “This course was excellent. the instructor did a great job of making the material informative, relevant and stimulating.” Ashley C. Lester, Financial Reporting Analyst “One of the best CPE courses I’ve attended.” Paul Chaney, Partner “Very professional and felt like the quality of PWC training I’ve attended while with the firm.” Bradley J. Albrich, Senior SEC Reporting Analyst “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. the instructor 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. “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 “Amazing delivery!! the instructor 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 “I thought how the instructor 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 “Content, materials and, in particular, leader are absolutely outstanding…unmatched.” Jeffrey S. Hammel, Vice President, Finance “The instructor 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 “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 “Program was really good—thanks to the instructor—he kept it interesting, informative, gave relevant and current examples. Great presentation. I really enjoyed and learned a lot.” Laura Murphy, Assistant Controller “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 “The instructor 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 “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.”
“The best training class I have ever attended.”
“The instructor 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.”
“The instructor is an excellent instructor. Probably best I have ever had.”
“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.”
“This seminar far exceeded my expectations!”
“Entertaining and informative. The best training I have attended.”
“The instructor’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.”
“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.”
“Great overall view of SEC reporting. The best training seminar I’ve ever attended.”
“The instructor’s teaching style was superb. He brings enthusiasm and real-life examples to the lecture”
“I am so impressed by the professionalism and organization that went into the materials for the course. the instructor brought a lot of life (and humor) to an otherwise dry topic.”
“Time and money wisely spent.”
“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.”
“Extremely interesting. Great presentation and made two days seem like two hours.”
“I really enjoyed the program. Mr. was an extremely engaging instructor. I have several take-aways to present to others at my company as a result of the program.”
“The instructor 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.”
“One of the best engaging instructors/teachers I have ever taken a CPE course from.”
“Great class! Format was very informative and kept the class flowing well (never bored). Good injection of humor.”
“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.”
“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.”
“One of the best CPE classes I have taken.”
“The instructor did a great job—exceeded expectations.”
“Excellent class. This was my first SEC class and I learned an incredible amount more than I expected. the instructor’s stories made the ‘whys’ so much more understandable and I will remember them better.”
“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.”
“The instructor does an excellent job with this course. BRAVO!”
“Great course, I loved the instructor’s teaching style. Definitely want my next SEC course to be with him.”
“Very informative, can’t believe how much I learned in two days!”
“The instructor was an excellent instructor that presented the information in an enthusiastic manner and allowed the class to interact freely.”
“Unbelievably interesting. ”
“The instructor is hilarious. I wish the other seminars I went to were as good as this one.”
“This is an excellent presentation. I expected the topic to be really dry, but the instructor made the two days go by fast. A lot of great information was provided.”
“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.”
“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.”
“This seminar was my first CPE out of the office, and it was great. Mr. 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!”
“Relevant real-life examples and references. Informative including the ‘whys,’ not just the ‘wheres and whats.’ Great supply of additional resources.”
“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. ”
“Awesome class! I’m looking forward to getting back to work in order to put new knowledge into practice. the instructor is an awesome teacher and made the class interesting and relevant.”
“The instructor 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.”
“Best training seminar I’ve attended. the instructor 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.”
“Best workshop I have attended. the instructor made it lively and entertaining. I was pleasantly surprised.”
“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.”
“The program was excellent! I can’t wait to attend another. the instructor is an amazing speaker who constantly keep the audience engaged and interested. Way to go!!!”
“The instructor broke each component down and described in ‘plain english’ terms and principles that were once daunting. GREAT class!”
“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.”
“Great presentation by the instructor. Best presenter of technical SEC/Accounting materials that I have attended in last 15 years.”
“Fantastic presentation of very technical SEC requirements. Extremely informative.”
“Great seminar. the instructor is very knowledgeable. One of the best, if not the best, seminar I have attended.”
“One of the best CPE courses I’ve ever been to!”
“The instructor 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.”
Best speaker I’ve had yet!”
“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.”
“The instructor was amazing. The course content was very tailored to the audience.”
“The instructor is extremely knowledgeable and very entertaining. His presentation style/teaching is first rate, grabbing and keeping the participants interest.”
“The instructor 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.”
“Best instructor I’ve ever had for a CPE class.”
“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.”
“Great course. No wonder so many people recommended it to me!”
“The instructor makes this course interesting and fun. I would be interested in any course he teaches and will highly recommend him to others.”
“Mr. ’s knowledge of the subject matter and his presentation skills are extraordinary. Enjoyed the class!”
“Presenter, the instructor , 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.”
“Great presenter for this topic! the instructor 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.”
“Best educational conference I have participated in (even my public accounting seminars!) I look forward to doing the advanced session.”
“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’.”
“The instructor 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.”
“Great class! I’ve been to this twice, and I always get good information out of the class.”
“The instructor is fun and engaging. Training was superb. I enjoyed all of his stories and experiences. I would definitely attend another class put on by the instructor.”
“I thought the instructor (The instructor ) 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.”
“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.”
“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.”
“This is the second time I attended this program and it is probably the best seminar I attend.”
“Extremely informative, relevant and engaging. I feel I have gained more from this class than any other I have attended.”
“I learned more in two days than I would in a semester of college.”
“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.”
“The instructor is an engaging speaker who presents the information in an easy to understand (plain-English!) format. He kept the class moving and on track.”
“I enjoyed the instructor’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.”
“Course materials are great! the instructor 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. the instructor’s public speaking skills and use of examples made the course fly by.”
“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.”
“The instructor 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!”
“One of the best seminars I have attended. the instructor is a very informative and engaging speaker. The quality of information and the resources provided were excellent.”
“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.”
“I love the SEC Institute seminars. Always the perfect blend of detail and broad concept. Very professional. the instructor is awesome!”
“An interesting discussion of what has the potential to be a very dry topic. Great job the instructor. Kept my attention and provided an entertaining learning environment.”
“Best seminar I’ve been to in 40 years.”
“I was mesmerized by knowledge of material and presentation skills of the instructor. Thank you.”
“The course content and presentation were excellent. The rating for this course is primarily attributable to the instructor, the instructor ! I look forward to taking more courses with the SEC Institute.”
“Very informative and helpful for my position. I learned more here than I ever did at any internal public accounting trainings.”
“What a wonderful way to present such a dry topic! I truly enjoyed the humor and the straight-talk.”
“Captivating instructor--plain English discussion.”
“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.”
“The instructor 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.”
“Excellent presentation. Very informative, very lively and interesting. A great refresher course.”
“One of the best programs I have ever attended—lots of great information presented in an entertaining manner.”
“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. the instructor 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.”
“Having my company’s filings here made the program infinitely more effective! Great idea! Class size, perfect.”
“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.”
“Excellent workshop. Will return for other workshops.”
“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.”
“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.”
“The program was recommended to me so I signed up with good expectations, and the program exceeded those expectations. Mr. presented the information in an organized format that kept me interested.”
“The instructor 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.”
“Very good course. the instructor does a good job keeping the dry subject interesting. I will definitely recommend to my co-workers.”
“Most entertaining and informative course I have ever taken. Instructor was great.”
“This course was very helpful in teaching me how to navigate the SEC Handbook. the instructor was very effective and succeeded in capturing my attention during the entire length of the class.”
“The instructor is an exceptional instructor-knowledgeable, articulate, engaging, interesting and witty. The pace was perfect. Content and organization were excellent.”
“One of the best CPE classes I have ever taken.”
“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.”
“Excellent presentation skills based on obvious real life experience. The presenter was very poised, knowledgeable and fun to hear.”
“Presentation was nothing short of inspiring. the instructor is a true leader; probably the best speaker I have seen to date (why isn’t he a CPA politician?).”
“I never got ‘sleepy’. Very good info and great presentation.”
“The instructor kept things moving and no time to nod off. This has been the best training seminar that I have attended.”
“This seminar was clearly one of the best seminars I have ever taken.”
“One of the best programs I have been to.”
“Best instructor I have ever encountered at any CPE course. Outstanding job by Mr. .”
“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.”
“Very well done, hands down the most informative CPE course I’ve attended – Time well spent, excellent instructor.”
“Great introductory course, but also a good update for those already familiar with the topic.”
“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.”
“The only class that I did not want to leave the room – afraid I would miss something.”
“The instructor’s style is energetic and lively which makes an otherwise boring topic exiting and spurs others to participate.”
“This was the best class I have attended. The interactive style was not only helpful to learning the content, but kept everyone involved.”
“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.”
“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!”
“Highly knowledgeable entertaining presenter. It makes such a difference.”
“The instructor 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 the instructor as the presenter.”
“Outstanding class that held my interest and provided the foundation to understand SEC reporting requirements and areas that could result in problems”
“The instructor 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.”
“This has to be the BEST class on accounting and finance I have ever attended! I will spread the word.”
“Very hands on yet “Fun”. Best SEC class I have sat through. Excellent walkthrough the SEC Regs. Stayed on time which was great.”
“Outstanding session. Very well organized and relevant materials. Outstanding speaker—everything flowed well together. Bringing in real life experiences was a plus.”
“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”
“This is very beneficial to my position with Devon. the instructor is a great teacher, he related materials provided to us with our own company material. Very helpful!”
“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.”
“I thought the speaker was outstanding and far better than other speakers I have seen at similar events.”
“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.”
“The instructor 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.”
“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!”
“Pace of the class was excellent. Class time moved quickly yet allowed enough time for each topic. The instructor’s teaching style is excellent as it kept me attentive and focused on the topics covered.”
“Great instructor. Excellent topics and really enjoyable approach to this topic.”
“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.”
“This is a great course. The instructor kept the topic very interesting and he provided a very insightful analysis of what is going on in the industry and the SEC.”
“Excellent -- one of the best programs I’ve ever attended. The instructor’s presentation style is both informative and entertaining, no easy feat.”
“Amazing, informative. I will definitely be able to transfer what I learned to my work. EXCEEDED my expectations.”
“Great program. Always enjoy attending SEC institute workshops, whether as a refresher or for a new program.”
“Excellent course for providing the ‘ABCs’ of SEC -- really appreciated the SEC jeopardy! the instructor did an absolutely amazing job of keeping us engaged. Very helpful to ‘mark up the book’ too.”
“The instructor was an excellent instructor. He made topics that could have been very dry entertaining and interesting.”
“The instructor 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.”
“The class was very informative. I would recommend it to all of my peers in financial reporting. The program exceeded by expectations.”
“The instructor’s sense of humor, presentation skills and relating the material to actual events makes him an effective instructor.”
“Wonderful, wonderful, wonderful! I never knew SEC reporting could be interesting.”
“The instructor is an excellent instructor! He kept my attention the entire time and made the class very interesting and entertaining.”
“Extremely relevant. Good energy level and fantastic examples.”
“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.”
“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.”
“Very good presenter -- actually makes going through the SEC handbook fun!”
“Excellent presentation skills, lively-good information, good use of reference materials, good balance of actual examples.”
“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.”
“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.”
“Excellent course on the basics -- the instructor is a skilled presenter and manages to transform materials with the potential to be very dry to an entertaining format.”
“Excellent workshop leader -- the instructor is awesome! Well organized, great information.”
“The instructor really did a very good job in presenting the material. I would do this again.”
“First seminar where I did not doze off -- Thanks.”
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