• Feb. 25 - 26, 2019 New York, NY
• Apr. 11 - 12, 2019 San Francisco, CA
• Jun. 27 - 28, 2019 New York, NY
• Sep. 12 - 13, 2019 Dallas, TX
• Oct. 24 - 25, 2019 Chicago, IL
• Nov. 4 - 5, 2019 San Francisco, CA
• Nov. 19 - 20, 2019 Atlanta, GA

Why You Should Attend 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 an in-depth understanding of the reporting requirements of the U.S. federal securities laws. Workshop participants will build the foundational knowledge and practical experience necessary to understand, prepare and review periodic and ...

Recorded on: Jan. 22, 2019

AMY TAUB: Hello. My name is Amy Taub. And I'm a program attorney with PLI, a non-profit organization. I would to welcome you to today's briefing, 5th annual form 10-K tune-up. Before I begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material for this briefing via the program mateirals tab in the program ...

Recorded on: Jan. 22, 2019

Taken from the Web Program Fifth Annual Form 10-K Tune-Up Recorded January, 2019 in New York [01:02:00] As you prepare your company’s Form 10-K this year, you will have to consider incorporating changes required by the SEC’s Disclosure Update and Simplification Final Rule as well as deal with complex, emerging disclosure questions surrounding cybersecurity risks and the impact of Brexit, among others. Please join our SEC Institute ...

• Mar. 18 - 19, 2019 New York, NY
• Apr. 29 - 30, 2019 San Francisco, CA
• May. 7 - 8, 2019 McLean, VA
• May. 14 - 15, 2019 Dallas, TX
• May. 22 - 23, 2019 San Francisco, CA
• Jun. 3 - 4, 2019 Houston, TX
• Jun. 4 - 5, 2019 New York, NY

Why You Should Attend Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance.  ...

• Aug. 15 - 16, 2019 New York, NY
• Aug. 19 - 20, 2019 Dallas, TX
• Aug. 26 - 27, 2019 San Francisco, CA
• Oct. 3 - 4, 2019 New York, NY
• Oct. 21 - 22, 2019 Chicago, IL
• Nov. 18 - 19, 2019 Orlando, FL
• Nov. 21 - 22, 2019 Atlanta, GA
• Nov. 25 - 26, 2019 San Francisco, CA
• Dec. 10 - 11, 2019 New York, NY

Why You Should Attend Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance.  ...

• Apr. 9, 2019 San Francisco, CA
• May. 21, 2019 Chicago, IL
• Aug. 21, 2019 Dallas, TX
• Dec. 6, 2019 New York, NY

Why You Should Attend In this interactive Workshop participants will learn the details and mechanics of the FASB’s new hedge accounting standard.  Discussion and case studies will include changes to the designation and documentation requirements and the process of assessing hedge effectiveness, along with the revisions to the accounting and presentation for hedging activities.  This new hedge accounting guidance has two main goals: ...

• Apr. 10, 2019 San Francisco, CA
• May. 13, 2019 Dallas, TX
• Jun. 25, 2019 New York, NY
• Sep. 27, 2019 LAS VEGAS, NV
• Oct. 16, 2019 San Francisco, CA
• Oct. 31, 2019 New York, NY

Why You Should Attend The FASB’s new lease accounting standard presents complex accounting, internal control, system and implementation challenges. In this interactive Workshop, you will learn the conceptual underpinnings, overall structure, and details of this new standard as it applies to both lessees and lessors. Implementation considerations, including issues being experienced by different companies and industries, will be discussed in ...

• Apr. 24 - 25, 2019 New York, NY
• Jun. 19 - 20, 2019 San Francisco, CA
• Aug. 22 - 23, 2019 Dallas, TX
• Sep. 25 - 26, 2019 LAS VEGAS, NV

Why You Should Attend Learn how to successfully use the new revenue recognition model in ASC 606. Through interactive lecture, case studies, and review of examples from adopting companies, Workshop participants will learn how the new revenue recognition standard measures and records revenue and affects the related estimates and judgments required. Participants will also grasp where problems and challenges, including SEC comments, are most likely ...

• May. 20, 2019 Chicago, IL
• Sep. 9, 2019 New York, NY
• Nov. 14, 2019 San Francisco, CA

Why You Should Attend The FASB’s new current expected credit loss (CECL) impairment standard creates an entirely new model for estimating allowances for loss on all financial assets.  Under this new model, systems and methodologies will need to be adapted and implementation will require complex estimation processes, including developing new information about historical credit losses and making judgments about when and how to adjust historical ...

• Jun. 10 - 11, 2019 New York, NY
• Sep. 16 - 17, 2019 New York, NY
• Dec. 2 - 3, 2019 New York, NY
• Dec. 16 - 17, 2019 San Francisco, CA

Why You Should Attend A hands-on Workshop designed to give participants a mastery of the Form 10-K requirements, and takeaways on how to improve 10-K disclosures. Interactive discussions involving participants’ and example 10-Ks will enhance your understanding of each item, with particular focus given to the Management’s Discussion & Analysis (MD&A) section. Workshop leaders will guide Participants through Form 10-K item-by-item, ...

• Jun. 13 - 14, 2019 New York, NY
• Jun. 17 - 18, 2019 San Francisco, CA

Why You Should Attend Make your CPE time count with a midyear update from current and former SEC staff and leading experts on GAAP, disclosure, and audit!  Attendees will learn about the standard-setting agendas of the FASB and PCAOB, as well as updates on rulemaking, interpretive guidance, frequent comments, and enforcement actions emanating from the SEC. Our expert faculty will provide practical approaches to new and complex accounting and ...

• Jun. 21, 2019 San Francisco, CA

Why You Should Attend This Workshop will provide the knowledge and tools to demystify 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 growing companies that seek alternative financing solutions rather than mainstream lending.  Unfortunately, because of ...

• Aug. 14, 2019 New York, NY

Why You Should Attend 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 ...

• Sep. 23 - 24, 2019 LAS VEGAS, NV

Mark Your Calendar. More Information to Come!

• Nov. 11 - 12, 2019 Dallas, TX
• Dec. 2 - 3, 2019 San Francisco, CA
• Dec. 19 - 20, 2019 New York, NY

• Dec. 19 - 20, 2019 Webcast

• Nov. 15, 2019 San Francisco, CA

Why You Should Attend 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. What You Will Learn Learn in detail the requirements and rules for each section of MD&A – results of operations, liquidity and capital resources, ...

• Dec. 12 - 13, 2019 New York, NY

Why You Should Attend In this Workshop designed for lawyers and financial reporting professionals, our experienced Workshop leaders will use interactive lectures and examples to give participants the foundational knowledge and practical experience necessary to prepare and review the SEC’s Foreign Private Issuer periodic and current reporting forms, including the 20-F Annual Report and Form 6-K. Participants will build an understanding of the ...