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, including a final rule on cybersecurity disclosures and a proposed rule on climate change. Attendees will learn about the standard-setting agenda of the FASB, and hear 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

After completing this program, participants will be able to:

  • Prepare for the SEC rule proposal: “The Enhancement and Standardization of Climate-Related Disclosures for Investors”
  • Understand the current regulatory landscape and emerging issues, including the SEC’s final rule “Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure”
  • Anticipate potential rulemaking from the FASB’s technical agenda, including segment reporting and disaggregation of income statement expenses
  • Identify changes from the FASB on accounting for financial instruments
  • Discuss best practices for drafting MD&A, including key focus areas such as non-GAAP measures, impact of the current economic climate, geopolitical disruption, ESG matters, cybersecurity and inflation
  • Recall the most frequent areas for SEC comments
  • Gain insight on recent SEC enforcement actions, whistleblowing developments and ethical challenges
  • Summarize accounting and reporting issues incurred with income taxes, including the FASB Exposure Draft “Improvements to Income Tax Disclosures”
  • Understand the current focus areas of the PCAOB
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

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 Financial reporting (Accounting and financial reporting) Regulation and compliance (Securities and other financial products)
Industries
Accounting Legal Services Securities

Credit Details

Schedule & Location