Seminar  One-Hour Briefing

Gearing Up for Inline XBRL


  • Webcast


    Oct. 30, 2018

    1:00 PM Eastern

On June 28, 2018 the SEC published final amendments requiring operating companies and funds to use the Inline XBRL format.  Join our expert panel of SEC staff including John Foley, Mark Green and Mike Willis, and George M. Wilson from the SEC Institute as they explain how this change will affect filers and users and offer suggestions that may be helpful considerations in your implementation plan.  Questions to be addressed include:

  • What is Inline XBRL?
  • Why is Inline XBRL better than having all the XBRL in a separate exhibit?
  • How will the use of Inline XBRL affect the preparation of financial statements?
  • How will the use of Inline XBRL affect the preparation of risk/return summaries?
  • What other changes accompany the requirement to use Inline XBRL?
  • How do filers benefit from Inline XBRL?  How do  users of financial information benefit from Inline XBRL?
  • Who uses XBRL and how are they using it?
  • What do companies need to do and when do they need to do it to be ready for this change?

Program Level:  Update

Intended Audience:  In-house counsel, outside attorneys, audit committee and other board members, corporate officers, CFO’s, controllers, partners and staff in public accounting firms, and other allied professionals involved in the preparation, review and oversight of financial reporting and related compliance matters 

Prerequisites:  Basic knowledge of SEC XBRL Reporting Rules

Advanced Preparation:  None 


Cancellations

All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.

Speaker(s)
John Foley ~ U.S. Securities and Exchange Commission
Mark Green ~ U.S. Securities and Exchange Commission
Mike Willis ~ U.S. Securities and Exchange Commission
George M. Wilson, MBA, CPA ~ Director, SEC Institute, a Division of PLI
Program Attorney(s)
Amy Taub ~ Director, One-Hour Briefings, Practising Law Institute
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

SEC Institute’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered. If two or more individuals wish to participate in a webcast and receive credit, PLI would be happy to provide a Groupcast – group viewing of a webcast. To schedule a Groupcast, please contact PLI at groupcasts@pli.edu.


U.S. MCLE States

Alabama:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Alaska:  All SEC Institute products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Arizona:  SEC Institute’s live one-hour briefings qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

California:  SEC Institute’s live one-hour briefings qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All SEC Institute products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Connecticut: Effective January 1, 2017, all SEC Institute products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Delaware:  SEC Institute’s live one-hour briefings qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period.

Florida:  All SEC Institute products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Georgia:  SEC Institute’s live one-hour briefings qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All SEC Institute products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Idaho:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Illinois:  All SEC Institute products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Indiana:  SEC Institute’s live one-hour briefings qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

Iowa:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Kansas:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Kentucky:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Louisiana:  SEC Institute’s live one-hour briefings qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Minnesota:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Mississippi:  SEC Institute’s live one-hour briefings qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Montana:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Nebraska:  SEC Institute’s live one-hour briefings qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

New Hampshire:  All SEC Institute products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

New Jersey:  SEC Institute’s live one-hour briefings qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

New York

Experienced Attorneys:  All SEC Institute products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Newly Admitted Attorneys:  SEC Institute’s transitional live one-hour briefings can be used to fulfill the requirements for New York newly admitted attorneys. Ethics credit, professional practice credit, and law practice management credit may be earned via transitional live one-hour briefings. Skills credits may not be earned via live one-hour briefings.

North Carolina:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

North Dakota:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Ohio:  SEC Institute’s live one-hour briefings qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Oregon:  All SEC Institute products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Pennsylvania:  SEC Institute’s live one-hour briefings qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  All SEC Institute products can fulfill Puerto Rico’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Rhode Island:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

South Carolina:  SEC Institute’s live one-hour briefings qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  SEC Institute’s live one-hour briefings qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All SEC Institute products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Utah:  SEC Institute’s live one-hour briefings qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Virgin Islands:  All SEC Institute products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Virginia:  SEC Institute’s live one-hour briefings qualify as “live interactive” credit. There is no limit to the number of credits an attorney can earn via live interactive programs.

Washington:  All SEC Institute products can fulfill Washington’s CLE requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

West Virginia:  SEC Institute’s live one-hour briefings qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.

Wyoming:  SEC Institute’s live one-hour briefings qualify as “live” credit. There is no limit to the number of credits an attorney can earn via live one-hour briefings.


CPD Jurisdictions

British Columbia (CPD-BC):  SEC Institute’s live one-hour briefings qualify as “real-time” credit. There is no limit to the number of credits an attorney can earn via real-time programs.

Ontario (CPD-ON):  SEC Institute’s live one-hour briefings qualify as “interactive” credit. There is no limit to the number of credits an attorney can earn via interactive programs.

Quebec (CPD-QC):  SEC Institute’s live one-hour briefings can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  SEC Institute’s live one-hour briefings qualify as “distance learning” credit. Attorneys are limited to 15 points of distance learning programs per reporting period.

United Kingdom (CPD-UK):  SEC Institute’s live one-hour briefings can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  SEC Institute’s live one-hour briefings may fulfill Australia’s CPD requirements. Credit limits for live one-hour briefings vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All SEC Institute products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via SEC Institute products.

Dubai (CLPD-DUBAI):  SEC Institute’s live one-hour briefings may fulfill CLPD credit requirements.


Other Credit Types

CPE Credit (NASBA):  SEC Institute’s live one-hour briefings qualify as the “Group-Internet-Based” (GIB) delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  SEC Institute’s live one-hour briefings may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  SEC Institute’s live one-hour briefings may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  SEC Institute’s live one-hour briefings may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  SEC Institute’s live one-hour briefings may fulfill HR credit requirements.

SHRM Recertification (SHRM):  SEC Institute’s live one-hour briefings qualify as "instructor-led" credit. There is no limit to the number of credits an SHRM professional can earn via instructor-led programs.

Compliance Certification Board (CCB):  SEC Institute’s live one-hour briefings qualify as “live” training events. There is no limit to the number of credits a candidate or certification holder can earn via live one-hour briefings.

Certified Anti-Money Laundering Specialists (CAMS):  SEC Institute’s live one-hour briefings may fulfill CAMS credit requirements.

New York State Social Worker Continuing Education (SW CPE):  SEC Institute’s live one-hour briefings may fulfill SW CPE credit requirements.

American Bankers Association Professional Certification (ABA):  SEC Institute’s live one-hour briefings may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  SEC Institute’s live one-hour briefings may fulfill CFP credit requirements.

 

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