Form 10-K (Part 2): Financial Statements & Parts II, III & IV Disclosures Essentials Workshop (Spons

In this virtual Workshop for SEC reporting professionals, using the SEC’s guidance discussed in our SEC 101 Reporting Essentials for Financial Professionals Workshop: Legal Foundations & SEC Research Tools or the SEC 101 Reporting Essentials for Lawyers Workshop: Legal Foundations & SEC Research Tools, you will build the practical knowledge base, skills and tools needed to draft and review the disclosures in Parts II, III & IV of the Form 10-K annual report, including the financial statements. 

[Please note that Business, Risk Factors & Part I Disclosures are addressed in the Form 10-K (Part One) Essentials Workshop and that MD&A is addressed in a separate Essentials Workshop.]

Discussion will include the requirements from Regulation S-K for non-financial statement disclosures, the financial statement requirements of Regulation S-X, as well as the requirements from Staff Accounting Bulletins, Compliance and Disclosure Interpretations and other SEC reporting sources. Discussion will include evolving disclosure areas as well as frequent SEC comment areas for these sections of the Form 10-K. 

This is an interactive Workshop (via Zoom), and open discussion is encouraged to enhance and deepen the learning process.

This event is hosted by the Practicing Law Institute (PLI), a Community Sponsor of Pro Groups. PLI is a nonprofit learning organization dedicated to keeping attorneys and other professionals at the forefront of knowledge and expertise.