Please note that this Workshop will only be offered as a live, interactive webcast via Zoom. Speakers and participants will be participating in the program remotely.  Participants will have the ability to interact with faculty and the live remote audience during the Workshop and will have access to all program materials. Attendees will need to download Zoom Client for Meetings Software prior to the program. If you are using a VPN please disconnect from the VPN prior to starting the program.

Half Day Program

See Credit Details Below

Overview

Why You Should Attend

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 foreign private issuers (FPIs). This program focuses on disclosure requirements for key information about the company, including risk factors; directors, shareholders, and related matters; and qualitative and quantitative disclosures regarding market risks. Please note that the Part II and Part III item requirements of the Form 20-F are addressed in our Form 20-F (Part Two) Essentials Workshop and that the Operating and Financial Review and Prospects (Item 5 of the Form 20-F) is addressed in our MD&A SEC Reporting Essentials Workshop. This is an interactive Workshop (via Zoom), and open discussion is encouraged through breakout sessions. The Workshop includes online access to PLI’s SEC Reporting Handbook.

What You Will Learn

After completing this Workshop, participants will be able to:

  • Navigate the instructions to the Form 20-F, including deadlines and possible extensions through Rule (and Form) 12b-25
  • Prepare and review the Form 20-F cover page
  • Utilize Regulations S-X and S-K as well as SEC guidance in preparing or reviewing Items 1 through 12 (except for Item 5) of the Form 20-F, including information about the company, its business and its management, and risk factors regarding investments in the company’s securities
  • Understand and review the qualitative and quantitative market risk disclosure requirements
  • Understand the requirements for specialized industry disclosures

What You Should Bring 

To customize your Workshop and gain the most benefit from this interactive learning experience, we recommend you have access to your company’s or a client’s most recent SEC Form 20-F. If you work with a company that is not yet public, filings from a company in your industry are a reasonable alternative. 

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 

Basic 

Prerequisites 

Attendees should have some prior experience with SEC reporting and foreign private issuer matters. We recommend first attending our Foreign Private Issuer 101 Reporting Essentials Workshop 2024, so that you have the foundational tools and skills necessary for this program.

Advanced Preparation 

None

Suggested add-on courses:

Continue your learning at these other advanced SEC Reporting Essential Workshops:

  • Form 20-F (Part Two): Parts II & III Disclosures Essentials Workshop 2024
  • MD&A SEC Reporting Essentials Workshop (Note this program addresses the Form 20-F’s Operating and Financial Review and Prospects)
Topics
Accounting and financial reporting Disclosure (Securities and other financial products) Risk factors (Securities and other financial products) Regulation and compliance (Securities and other financial products) Form 20-F
Industries
Securities Accounting and Auditing

Credit Details

Schedule & Location