2016 Workshops

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SEC Reporting Skills Workshop 2016

Our experienced Workshop leaders use interactive lectures and examples to give participants the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms, including the 10-K Annual Report, the 10-Q Quarterly Report and the 8-K Current Report.  Participants will also gain an understanding of how to comply with the annual proxy requirements and how insider trading rules work.  Build an understanding of the structure and use of the SEC’s guidance and knowledge of the key disclosure issues in the SEC’s periodic and current reports.


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Date: Location:
Jul 14 - 15 Las Vegas Learn More
Aug 18 - 19 New York Learn More
Aug 22 - 23 Dallas Learn More
Sep 8 - 9 San Francisco Learn More
Oct 13 - 14 New York Learn More
Oct 24 - 25 Chicago Learn More
Nov 10 - 11 San Diego Learn More
Dec 1 - 2 Atlanta Learn More
Dec 5 - 6 Orlando Learn More
Dec 13 - 14 San Francisco Learn More
Dec 19 - 20 New York Learn More


SEC Reporting and Practice Skills Workshop for Lawyers 2016

Many lawyers learn SEC reporting through on-the-job training, which often is piecemeal, at best.  This Workshop is intended to replace that ad-hoc learning process by helping participants develop a comprehensive and in-depth understanding of the reporting requirements of the U.S. federal securities laws, including how to use the SEC’s online resources and all related sources of guidance.  Participants will learn, understand and apply the various requirements and principles that are a challenge to any publicly reporting company.


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Date: Location:
Jul 11 - 12 New York Learn More
Sep 26 - 27 Grapevine Learn More
Oct 27 - 28 Chicago Learn More


FASB, SEC and PCAOB Update for SEC Reporting Professionals Workshop 2016

Using interactive lectures and examples, this Workshop delivers an in-depth update on projects, pronouncements and developments from the Financial Accounting Standards Board (FASB), the U.S. Securities and Exchange Commission (SEC), and the Public Company Accounting Oversight Board (PCAOB).  Explore the latest FASB developments on leases, revenue recognition and other completed and in-process projects, including details and implementation challenges, and the latest Accounting Standards Updates.  Hear what’s happening at the SEC, including new reporting developments and current focus areas, and learn about developments at the PCAOB, including an update on independence developments for auditors and company management.


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Date: Location:
Aug 24 Dallas Learn More
Nov 17 San Francisco Learn More
Dec 21 New York Learn More


Form 10-K In-Depth Workshop 2016

By using a case study and actual example filings, this Workshop is designed to give participants a mastery of the requirements of the Form 10-K Annual Report.  Interactive exercises and lectures will enhance your understanding of each item, including the intricacies of the Management’s Discussion & Analysis (MD&A) section.


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Date: Location:
Sep 21 - 22 New York Learn More
Nov 10 - 11 Las Vegas Learn More
Dec 1 - 2 San Francisco Learn More
Dec 8 - 9 New York Learn More


MD&A In-Depth Workshop for Lawyers 2016

Lawyers involved in the preparation, drafting and review of SEC filings often struggle with Management’s Discussion and Analysis of Financial Condition and Results of Operation (“MD&A”) as it involves not only an understanding of the company’s business, but an ability to understand the company’s financial statement information and how it intersects with the SEC reporting process. This Workshop will help you build an in-depth understanding of how the financial statements fit together, the information they provide, and how to use financial statement information to make appropriate MD&A disclosures about financial position, changes in financial position, liquidity, results of operations, cash flow and other areas.


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Date: Location:
Sep 9 New York Learn More
Oct 18 San Francisco Learn More
Oct 26 Chicago Learn More
Nov 4 New York Learn More


MD&A In-Depth Workshop 2016

By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management’s Discussion and Analysis (MD&A), for both annual and interim periods, enabling you to draft or review an MD&A with confidence.


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Date: Location:
Nov 18 San Francisco Learn More
Dec 5 New York Learn More


Implementing the FASB/IASB New Revenue Recognition Standard Workshop 2016

By using interactive lecture, examples and case studies, Workshop participants will learn the provisions of the Financial Accounting Standards Board’s (FASB) and the International Accounting Standards Board’s (IASB) new revenue recognition standard.  Participants will build an understanding of how the new standard will change revenue recognition accounting, how it will affect the related estimates and judgments required, and discuss the process of building a concrete implementation plan, along with implementation issues identified to date.  Discussions of the Joint Transition Resource Group will also be reviewed.


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Date: Location:
Jun 30 - Jul 1 San Francisco Learn More
Aug 25 - 26 Dallas Learn More
Sep 19 - 20 Las Vegas Learn More
Dec 14 - 15 New York Learn More


Debt vs. Equity Accounting for Complex Financial Instruments Workshop 2016

This Workshop focuses on demystifying the debt versus equity conundrum for complex financial instruments such as warrants with re-pricing provisions and convertible instruments with embedded features.  These types of financing tools have become important for emerging and growth companies and other companies that seek alternative financing solutions rather than mainstream lending.  Unfortunately, because of the complex accounting issues they create, they have become a major source of confusion and restatements.


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Date: Location:
Sep 21 Las Vegas Learn More
Dec 16 New York Learn More


Accounting for Business Combinations Workshop 2016

Learn to apply the business combinations accounting guidance in a pragmatic, practical way. Workshop participants will gain an in-depth understanding of how to apply the FASB standard (codified in ASC 805) on business combinations, including recent ASUs related to business combinations, how to make journal entries in specific situations, the areas where estimation and judgment is required, the SEC requirements for financial statements and pro forma information for significant business combinations, and the appropriate financial statement disclosure.


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Date: Location:
Aug 17 New York Learn More



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