Missed us last week in Denver? Watch a replay of SEC Pro's session at Workiva Amplify 2024! As organizations embrace enhanced cross-team collaboration, it prompts the question: Have you ever wondered what your counterparts across the hall are thinking and doing, and how you can work better...
09-24-2024 | 11:00 AM - 12:00 PM CT
Missed us last week in Denver? Watch a replay of SEC Pro's session at Workiva Amplify 2024! What are your executives thinking about the challenges and changing regulatory and reporting requirements we face in 2024? From new and emerging disclosure requirements (including the SEC’s...
09-26-2024 | 01:00 PM - 02:00 PM CT
We invite you to our virtual, participant-led discussions to connect, share ideas, and ask questions. This follow-up community discussion will be a continuation of our webinar on June 18th. Attendees will be able to speak candidly with peers and dive deeper into how teams are coming...
06-27-2024 | 01:00 PM - 02:00 PM CT
In this virtual Workshop for SEC reporting professionals, building on the SEC’s materials discussed in our Foreign Private Issuer 101 Reporting Essentials Workshop 2024, you will develop the practical knowledge base, skills and tools needed to draft and review Parts II and III of the Form 20-F...
10-30-2024 | 09:00 AM - 05:00 PM ET
In this virtual Workshop for SEC reporting professionals, building on the materials discussed in our Foreign Private Issuer 101 Reporting Essentials Workshop 2024, you will develop the practical knowledge base, skills and tools needed to draft and review Part I of the Form 20-F Annual Report for...
10-29-2024 | 09:00 AM - 05:00 PM ET
In this virtual Workshop participants will review the FASB’s standards for operating segment disclosures with an emphasis on the new requirements adopted by the FASB in Accounting Standards Update (ASU) 2023-07. Current SEC perspectives and comments on segment reporting will be discussed....
11-18-2024 | 09:00 AM - 05:00 PM ET
By using interactive lectures and examples, this Workshop will give participants a mastery of the SEC’s Management’s Discussion and Analysis (MD&A) requirements for both annual and interim periods, enabling you to draft or review MD&A with confidence. SEC Institute provides discount...
12-04-2024 | 09:00 AM - 05:00 PM ET
In this hands-on Workshop participants will master the Form 10-K requirements and obtain takeaways to improve 10-K disclosures. Discussions involving core disclosure requirements and examples from Form 10-Ks will build a comprehensive understanding of each Form 10-K Item. Particular focus will...
11-13-2024 | 09:00 AM - 05:00 PM ET
11-12-2024 | 09:00 AM - 05:00 PM ET
This virtual Workshop provides an introduction to SEC reporting for foreign private issuers (FPIs). Participants will build the foundational knowledge, skills and tools required to successfully navigate the SEC’s reporting scheme for foreign private issuers. Topics addressed include building an...
10-08-2024 | 09:00 AM - 05:00 PM ET