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Showing 1 - 25 of 44 Results

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SEC Reporting Foundations: A Primer to Key SEC Corporation Finance Concepts and Guidance

SECI On Demand - Seminar  SECI On Demand - Seminar    SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    

Recorded on: Oct. 7, 2015

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Begin to build, or reinforce, your knowledge base in SEC Reporting with the foundational concepts and guidance. Understand the mission of the SEC and how they fulfill their mission and responsibilities, with an emphasis on the Division of Corporation Finance. Gain an understanding of the structure of and use of the SEC’s rules ...

Second Annual Form 10-K Tune-Up

SECI Audio Only OD  SECI On-Demand OHB    SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    

Recorded on: Jan. 7, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. As you draft your annual report on Form 10-K it is always a challenge to be sure that you deal effectively with new and emerging issues and the ever-evolving focus areas of the SEC. Join our workshop leaders Carol A. Stacey and George M. Wilson, both Directors at PLI’s SEC Institute Division, as they review the key issues ...

FASB’s New Lease Accounting Standard - Balance Sheets Beware!

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SECI Audio Only OD  SECI On-Demand OHB    

Recorded on: Mar. 18, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:04:22] Upon the successful completion of this program, the participant will be able to: Outline the FASB’s rational for changing lease accounting. Categorize the major changes to lease accounting in the new standard. Identify the potential steps to take now in the adoption process.  ...

Non-GAAP Measures and Metrics: Getting it Right

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SECI Audio Only OD  SECI On-Demand OHB    

Recorded on: Mar. 29, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:05:46] Upon the successful completion of this program, the participant will be able to: Recall the major reasons why companies use non-GAAP measures to report financial performance and cash flow. Outline in detail the SEC’s guidance for the use of non-GAAP measures. Recognize situations ...

SEC Reporting for Lawyers: Segment Reporting

SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    SECI On Demand - Seminar  SECI On Demand - Seminar    SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    

Recorded on: Mar. 29, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics  [01:08:43] Upon the successful completion of this program, the participant will be able to: Recall the objectives of segment reporting disclosures required by US GAAP. List the criteria to identify operating segments. Recognize why the SEC’s CorpFin Staff focuses closely on reportable ...

Non-GAAP Measures and Metrics: Getting it Right

Transcripts  Transcripts    

Recorded on: Apr. 1, 2016

AMY TAUB: Hello. My name is Amy Taub, and I am a program attorney with PLI. I would like to welcome you to today's briefing, Non-GAAP Measures and Metrics, Getting it Right. Before I begin, I have some administrative announcements. The 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 materials for this briefing via the course materials tab in the program ...

SEC Reporting Foundations - The Staff Review Process

SECI On Demand - Seminar  SECI On Demand - Seminar    SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    

Recorded on: Apr. 1, 2016

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [Total time: 01:13:50] Upon the successful completion of this program, the participant will be able to: Recall the steps in the SEC Staff review process. Enumerate the steps in the process of initially responding to an SEC Comment Letter. Outline several examples of comments and responses.  ...

Preparing for Year-End SEC Reporting

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SECI Audio Only OD  SECI On-Demand OHB    

Recorded on: Nov. 21, 2016

Taken from the briefing Preparing for Year-End SEC Reporting recorded November, 2016 in New York. Thoughtful planning and preparation are keys to effective year-end reporting. Listen to Carol A. Stacey and George M. Wilson, Directors at The SEC Institute Division of PLI, as they present practical and proactive steps to avoid last minute problems and make your year-end process orderly and effective. Lecture Topics [01:05:17] Areas to be ...

Third Annual Form 10-K Tune-Up

Transcripts  Transcripts    

Recorded on: Jan. 23, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to Carol Stacey. CAROL STACEY: Good morning, or good afternoon, rather, everyone. Thank you for joining us. George and I are excited to have our first one-hour briefing for 2017. We have a lot to cover in our slides, but we will probably skip a few things around, because there are some that I think are more important than others. And then there are some that are going to be long-term issues. So ...

Third Annual Form 10-K Tune-Up

SECI Audio Only OD  SECI On-Demand OHB    SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    

Recorded on: Jan. 23, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics  [01:03:55] Upon the successful completion of this program, the participant will be able to: List the significant new and emerging issues affecting the preparation and review of Form 10-K this year end. Recall the recurring issues that have affected the preparation and review of Form 10-K over the last ...

Second Annual Dealing with MD&A Hot Topics

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    SECI On Demand - Seminar  SECI On Demand - Seminar    

Recorded on: Feb. 15, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [Total time 01:05:50] Upon the successful completion of this program, the participant will be able to: Recognize current developments in the overall objective and structure of MD&A. Apply the requirements for discussion of causal factors and forward-looking information in MD&A to areas including ...

SEC Reporting for Lawyers: Accounting for Goodwill and Other Impairments

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    SECI On Demand - Seminar  SECI On Demand - Seminar    

Recorded on: Mar. 23, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:09:53] Upon the successful completion of this program, the participant will be able to: Recall when accounting impairments may need to be recorded. Recognize when and how goodwill is recorded in a company’s financial statements. Outline the accounting process for goodwill and the impairment ...

SEC Reporting Foundations: Materiality

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    SECI On Demand - Seminar  SECI On Demand - Seminar    

Recorded on: Mar. 23, 2017

CPE credit (NASBA QAS Self-Study) is available by completing and passing the program’s CPE Review & Exam. Lecture Topics [01:11:30] Upon the successful completion of this program, the participant will be able to: Recall the definition of materiality and the related SEC Guidance. Outline when materiality can become an issue in the SEC comment letter process. Recognize facts and situations surrounding enforcement actions ...

First Quarter 2017 Form 10-Q Hot Topics - SAB 74 and Beyond!

SEC Institute MP4 Seminar  SEC Institute MP4 Seminar    SECI On Demand - Seminar  SECI On Demand - Seminar    SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    

Recorded on: May. 3, 2017

Taken from the Web Program Recorded April 28, 2017 in New YorkFirst Quarter 2017 Form 10-Q Hot Topics - SAB 74 and Beyond! [01:06:18]Presentation MaterialFirst Quarter 2017 Form 10-Q Hot Topics - SAB 74 and Beyond!Carol A. Stacey, MSA, CPA, George M. Wilson, MBA, CPAGlossary of Terms

Debt vs. Equity Accounting for Complex Financial Instruments Workshop 2017

Workshop  Workshop

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 ...

FASB’s New Financial Instrument Impairment (CECL) Standard

SEC Institute MP3 Seminar  SEC Institute MP3 Seminar    SECI Audio Only OD  SECI On-Demand OHB    

Recorded on: Sep. 28, 2017

Taken from the briefing FASB’s New Financial Instrument Impairment (CECL) Standard recorded September 2017 in New York. This One-Hour Briefing will help you build an understanding of the underlying principles, processes and implementation challenges in the FASB’s new financial instrument impairment standard. The standard’s current expected credit loss (or CECL) model requires complex new judgments and estimates. This new approach ...

FASB’s New Financial Instrument Impairment (CECL) Standard

Transcripts  Transcripts    

Recorded on: Oct. 3, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to George Wilson. GEORGE M. WILSON: Thank you very much, Amy. And Lou and I would both like to thank everybody for listening in to the program today as we explore the magic of CECL. Now Lou, as we advance to slide number 2 here, Lou, you actually worked at the FASB for a while. What's your perspective on how this whole new approach came about, and how it evolved with the FASB and the IASB? LOUIS ...

MD&A In-Depth Workshop 2017

Workshop  Workshop

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, ...

SEC Reporting Handbook 2018: Rules and Forms

Handbook  Course Handbook

SEC Reporting Handbook 2018: Rules and Forms is a must-have resource for all SEC reporting professionals involved in the preparation, drafting and review of SEC filings. The SEC Reporting Handbook contains all important sources of SEC reporting rules and guidance, including: Instructions to all the relevant 1934 Act forms, including 10-K, 10-Q and 8-K Instructions for the 1933 Act Registration Statements, including Forms S-1 and ...

The New Auditor’s Report – It’s Real This Year

One-Hour Briefing  One-Hour Briefing

November 28, 2017, 4:00 pm - 5:00 pm (E.T.) On June 1, 2017, after several years of work, including research and constituent feedback, the Public Company Accounting Oversight Board issued their new Audit Standard to significantly modify the Auditor’s Report.  On October 24, 2017, the SEC formally approved the new standard.  The standard will make several changes to the content and format of the auditor’s report for years ending ...

SEC Reporting Skills Workshop 2017

Workshop  Workshop

Why You Should Attend: 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 ...

Form 10-K In-Depth Workshop 2017

Workshop  Workshop

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 and exercises will enhance your understanding of each item, with particular focus given to the Management’s Discussion & Analysis (MD&A) section. What You Will Learn: The Workshop leader will guide you through Form 10-K item-by-item, using ...

FASB, SEC and PCAOB Update for SEC Reporting Professionals Workshop 2017

Workshop  Workshop

Why You Should Attend: 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 Emerging Issues Task Force (EITF), 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, statement of cash flow ...


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