PLI “Safe Return” Policy for In-Person Programs

PLI has resumed live programming in both New York and San Francisco as well as our offsite venues. Learn more about our “Safe Return” policy to keep faculty, attendees, and staff safe and upload your proof of vaccination. Please note: the in-person locations of this program include at least one location scheduled at an offsite venue managed by another organization. Please be prepared to show paper or digital documentation verifying your full COVID-19 vaccination status, along with an official form of ID, in order to enter the venue.

2-Day Program

See Credit Details Below

Overview

Why You Should Attend

Companies need to keep pace with a changing reporting landscape as the SEC ramps up its rulemaking activities, especially with regards to ESG related disclosures. Attendees will learn about the standard-setting agenda of the FASB, 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

  • The latest initiatives from the SEC on ESG and climate change disclosures
  • Understand the current regulatory landscape and emerging issues, including the SEC’s human capital resources disclosure requirements and other Disclosure Modernization changes
  • The latest on the FASB’s Projects, including Identifiable Assets and Subsequent Accounting for Goodwill and Segment Reporting
  • Status of the changes from reference rate reform and other financial instruments hot topics
  • Discussion of lease accounting and reporting issues, including SEC observations, public remarks, and comment letters
  • Gearing up for your MD&A disclosures as the pandemic subsides and implementing the SEC’s new requirements
  • Lessons from SEC comment letters
  • Recent SEC enforcement actions, whistleblowing developments and ethical challenges
  • Our SEC Reporting Roundtable will provide a lively discussion of accounting, disclosure, and reporting issues
  • Key focus areas and hot topics throughout

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

Topics
Accounting and financial reporting Accounting standards Securities and other financial products
Industries
Accounting

Credit Details

Schedule & Location