Bring home our unsurpassed expertise...

• Customized On-Site Programs

• List of organizations that have benefited from our on-site programs

• On-Site Course Offerings

Our organization offers many innovative and creative options for quality, customized training on SEC, FASB and related topics. We invite you to take advantage of our 21 years of excellence in SEC compliance education.

CUSTOMIZED ON-SITE PROGRAMS:

Mix-and-match topics from our various programs to create a unique program tailored to your organization’s specific needs. (See list of On-Site Course Offerings).

Here are some leading organizations that have benefited from our cost-effective on-site programs:

Advent Europe Holding BV
Advanced Micro Devices
AgFirst Farm Credit Bank
Alcon Laboratories, Inc.
American Railcar
Assurant
Bermuda Institute of Chartered Accountants, Hamilton, Bermuda
BJ Services
Boulay, Heutmaker, Zibell & Co., PLLP
Burger King Corporation
Central European Media Enterprises Ltd., London, England
Cinergy Corporation
Compuware Corporation
ConocoPhillips
Consumer’s Energy
Dell Inc.
Deloitte & Touche LLP
Dial Corporation
Eastman Chemical Co.
Eaton Vance
Eide Bailly
Eisner LLP
El Paso Energy, Inc.
Energy Transfer Partners
Ernst & Young LLP
Ethyl Corporation
FannieMae
FastClick, Inc.
Federal Home Loan Banks
Financial Accounting Standards Board
First Data Corp.
FreddieMac
Golden Telecom, Moscow, Russia
Hawaiian Electric Industries, Inc.
Infonet Services Corporation
Intel
International Game Technology
Kinko’s, Inc.
KPMG LLP
Lawson Software, Inc.
Mahoney, Cohen & Co., CPA, PC
McGladrey & Pullen LLP
Men’s Wearhouse, Inc.
MetLife
Microsoft Corporation
Mobile Telesystems, Moscow, Russia
NASDAQ Stock Market
Noble Energy
Peterson Sullivan
Plante & Moran PLLC
Protection One and Westar Energy
Prudential Financial, Inc.
RINKER
Royal Dutch Institute of Registered Accountants, Amsterdam, The Netherlands
SAS Institute Inc.
SCANA
Shin Nihon & Co. (member, Ernst & Young International) Tokyo, Japan
Smithfield Foods
Southern Company
Southside Bank
State Bank, La Grange, TX
SunGard Data Systems, Inc.
Switch & Data
TELEVENT, Madrid, Spain
Texas United Bancshares
The Republic Group
Travis Wolff
Universal Technical Institute, Inc.
Viasystems
Westvaco Corporation
Williams Companies
Wright Express
Yount, Hyde & Barbour CPAs

Please e-mail Andrew Saxlehner, President & CEO, or telephone (305) 529-1550 for more information.

ON-SITE OFFERINGS:

SEC REPORTING SKILLS WORKSHOP

Our "signature" seminar is simply the best basic SEC training for mastering Forms 10–K, 10–Q, 8–K; writing your MD&A, preparing your proxy statement. PLUS... •The Major Overhaul of the Form 8-K--Many New Items and the 4-Day Deadline •The SEC's New MD&A Guidance •The Sarbanes-Oxley Act's Effects on You and Your Company •Your Role in CEO/CFO 302 and 906 Certifications •Developing Appropriate Disclosure Controls and Procedures •Tips for Disclosing Sensitivity Analysis of Your Critical Accounting Estimates in the MD&A. Perfect for beginners and an excellent refresher for anyone responsible for SEC reporting. 16 CPE Credits

IPO: A GUIDE TO GOING PUBLIC

For private companies contemplating this major move. Covers the preliminaries of going public; the SEC registration process; selecting stock market; investor relations; all the steps needed to complete the offering. Also includes periodic reporting obligations under the 1934 Exchange Act after the IPO. 16 CPE Credits

ADVANCED SEC REPORTING SKILLS

Get the most current updates and learn to deal with the newest and biggest challenges in your SEC reporting! Continuously revised with examples of frequent SEC reviewer comments and even more reporting examples of dos and don’ts for your 10-Ks and 10-Qs! The topics are immediately updated as the SEC adopts new rules or rule proposals. Therefore, the course is updated frequently. This course has brought us rave reviews thanks to the depth of the topics and the outstanding teaching skills of our instructors. Specifically designed for professionals who want more than just the basics. 12 CPE Credits

S0X 404 FOUNDATIONS: UNDERSTANDING THE INTERNAL CONTROL PROCESS

Highlights: Objectives of the process; Requirements for the first year, the second year and thereafter; Performing the assessment with no auditor's reporting in year one; Using the NEW SEC Management guidance effectively; Emphasizing the role of company level controls; Making your assessment "Top Down" and "Risk Based"; Using the definition of Internal Control Over Financial Reporting to make effective scoping decisions; Determining appropriate levels of documentation; Selecting controls to test efficiently and effectively; Designing tests of operating effectiveness; Choosing controls to test without going overboard; Anticipating issues when auditors are involved in year two; Writing management's report--what to say and what not to say. 12 CPE credits

SOX 404: BEYOND THE BASICS

Highlights: The New Management Guidance and Auditing Standard for SOX 404; Key issues and opportunities; Making it work for you; Improving your process; Understanding and using the principles to reduce workload and costs; Remaking scope decisions based on the new risk level guidance; What is reasonably possible or probable? The Auditor's new role--no evaluation of mangement's assessment; Identifying opportunities to build efficiencies; Building buy-in for making changes in your process; Overcoming resistance to change in your process. 12 CPE credits

MD&A IN DEPTH WORKSHOP

All the "DOs and DON'Ts" of writing your Management’s Discussion & Analysis. Master the art of writing the MD&A section of any SEC filing. Reflects the SEC guidance in FR 72. Learn what the SEC looks for when reviewing your MD&A -- from expert instructors using a series of hands-on case studies and outstanding practical examples. 13 CPE Credits

FORM 10-K IN DEPTH WORKSHOP

A “hands-on” workshop that leads you through the filing Item-by-Item using a comprehensive case study—A creative, highly acclaimed and unique concept in SEC training that goes beyond the basic requirements. Plus: All the changes for Internal Controls. Expanded to two and one-half days to accommodate the ever-expanding Form 10-K and to allow more participant involvement. 20 CPE Credits

FASB/GAAP IN DEPTH WORKSHOP

This course provides SEC reporting professionals and others with the FASB knowledge they need to perform and excel in today’s complex accounting world. You will learn about the core FASB issues important for public companies and obtain an update of recent FASB pronouncements and current agenda projects. -Guidance for the most frequent SEC comment and restatement areas. -Major changes to purchase accounting. -The latest EITF and FASB developments. -The FASB agenda. -Practical examples and real-life implementation issues. ...and much, much more! 8 CPE Credits

APPLYING SFAS 109: ACCOUNTING FOR INCOME TAXES

SFAS 109 requires more professional judgment in the reporting process and it can provide distinct advantages including: reduced complexity, easier recognition of deferred tax assets, mitigation of the stock option issues and other non-tax liabilities, more realistic balance sheet presentations and completeness in the tax disclosures. In order to maximize these benefits, a thorough understanding of the income tax standard is essential—and how to operate under it. Our newly revised SFAS 109 workshop covers all aspects of the standard and its FIN 48 implications. 8 CPE Credits

IMPLEMENTING SFAS 123R: SHARE-BASED PAYMENTS

Topics include: •Measuring fair value -- How to choose between Black-Scholes and the binomial models •Assuring you have all the required data to implement •Understanding the changed tax and cash flow presentation issues •The voluminous required disclosures •The accounting transition and differences from the old pro-forma disclosures. 8 CPE Credits

APPLYING SFAS 133: ACCOUNTING FOR DERIVATIVES AND HEDGING ACTIVITIES:

Your roadmap to understanding and implementing the FASB's most complex standard -- carefully selected, practical case studies and examples will lead you through the maze of this important Statement. 12 CPE Credits

IMPLEMENTING SFAS 141R & 160: BUSINESS COMBINATIONS & NON-CONTROLLING INTERESTS:

If you think you know the purchase accounting method and how to account for minority interests, think again, as major changes have recently been finalized. This workshop will help you understand the key principles and significant accounting and reporting implications of these new standards. 12 CPE Credits

SEC REPORTING FOR FOREIGN COMPANIES – THE ANNUAL REPORT ON FORM 20-F

Get the latest information on Form 20-F. Most everything the non-U.S. company needs to know in order to file the Annual Report on Form 20-F. Examine outstanding filing examples and hear about the latest developments at the Securities and Exchange Commission, including no more reconciliations to U. S. GAAP for those that follow IFRS. 16 CPE Credits

Please e-mail Andrew Saxlehner, President & CEO, or telephone (305) 529-1550 for more information.