2-Day Program

See Credit Details Below

Overview

Why You Should Attend

Mid-sized and smaller reporting companies need to keep pace with a changing regulatory landscape as well as new and emerging issues. Although most have adopted the new revenue and leasing standards, reporting continues to be a challenge for mid-sized and smaller companies.  Attendees will learn about the standard-setting agenda of the FASB as well as updates on rulemaking, interpretive guidance, frequent comments, and enforcement actions emanating from the SEC. In addition, we have a panel on ethical challenges which qualifies for ethics credit for CPE purposes. Our expert faculty will provide practical approaches to new and complex accounting and disclosure requirements.

What You Will Learn

  • Understand the current regulatory landscape and emerging issues, including recent and anticipated developments
  • Impact of the SEC’s focus on the Main Street investor
  • Our SEC Reporting Roundtable will provide a lively discussion of current events, including the SEC’s rulemaking and enforcement agenda, reporting fatigue, and best practices in the close process
  • Important developments in CorpFin
  • An update on internal control over financial reporting, with a discussion of best practices
  • Post implementation issues from the FASB’s leases standard
  • Status of the credit losses standard implementation, including SAB 74 disclosures
  • Tuning up your MD&A – understand the current focus areas of investors and regulators and how to meet their expectations
  • Recent SEC enforcement actions, whistleblowing developments and ethical challenges
  • And, of course, detailed updates on the latest developments at the SEC and FASB

Who Should Attend

SEC reporting professionals, including those involved in the preparation or review of financial statements, partners of public accounting firms and their staff, lawyers and corporate legal staff, investor relations professionals, and audit committee members.

Program Level: Overview

Intended Audience: SEC reporting professionals, including those involved in the preparation or review of financial statements, partners of public accounting firms and their staff, lawyers and corporate legal staff, investor relations professionals, and audit committee members.

Prerequisites

We recommend first attending the SEC Reporting Skills Workshop for Financial Professionals or SEC Reporting and Practice Skills Workshop for Lawyers or prior experience with the SEC reporting process and use of the Instructions to Forms, and Regulations S-K and S-X. 

Advanced Preparation: None

Credit Details

Schedule & Location