[Part 2 of 5] Insider Trading Arrangements and Related Disclosures (Rule 10b5-1 Plans) By George Wilson As we overviewed in the first post in this series, in late 2022 and early 2023, the SEC adopted four Final Rules that created a raft of new and detailed reporting...
#10Q #10K #SEC
FY23Q2 10k_10q Webinar.mp4
In this latest installment of our Disclosure Prep webinar series, our featured experts Paula Hamric (Professional Practice Partner - SEC Services, BDO) and Alyson Clabaugh (SEC Research Expert, Workiva) will help you prepare for your 10-Q by reviewing the latest trends and changes in regulatory...
06-27-2023 | 01:00 PM - 02:00 PM CT
Cross-post from the Practicing Law Institute 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. Discussion will include the requirements from...
11-27-2023 | 01:00 PM - 04:00 PM ET
Cross-post from the Practicing Law Institute Build the practical knowledge base, skills and tools needed to draft and review the business, risk factors and related company background sections in Part I of the Form 10-K annual report. Discussion will include requirements from...
11-21-2023 | 01:00 PM - 04:00 PM ET
Cross-post from the Practicing Law Institute Designed for financial reporting professionals, participants will build the practical knowledge base, skills and tools required to succeed in an SEC reporting role and apply these tools to examples from the Form 10-K annual report. Participants...
11-09-2023 | 01:00 PM - 04:00 PM ET
Cross-post from the Practicing Law Institute Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants...
12-06-2023 09:00 AM - 12-07-2023 05:00 PM ET
11-06-2023 09:00 AM - 11-07-2023 05:00 PM PT
10-Q and K Disclosure Prep Series During this session, we will review new regulatory guidance and share examples of recent disclosure language and other trends to help you prepare for your 10-K. These interactive sessions will include extensive disclosure examples, common pitfalls, and the...
10-Q and K Disclosure Prep Series Q4 2022 (1).pdf