If you have been looking for basic or advanced SEC training that fits your schedule and does not require any travel, check out SECI’s new SEC Essentials and Best Practices series.  Featuring our standard of excellence Workshop leaders and ever-current content, Workshops are conducted in three to four-hour modules and delivered via our virtual, interactive platform.  You will be able to ask questions and interact directly with our Workshop leaders to ensure that your specific reporting issues are addressed.

You can find more information about these programs by following the links below:

SEC Reporting Essentials 101 Workshop

November 12, 2020 – 1:00 to 4:00 EST

 In this virtual Workshop for financial reporting professionals, you 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 will learn the process of researching SEC disclosure questions and working with the SEC staff in the review process.  This is an interactive Workshop (via Zoom) and open discussion is encouraged to enhance and deepen the learning process.

Form 10-K SEC Reporting Essentials Workshop

November 20, 2020 – 1:00 to 4:00 EST

In this virtual Workshop for financial reporting professionals, using the SEC’s guidance discussed in our SEC Reporting Essentials 101 Workshop, you will build the knowledge and skills needed to draft and review the Form 10-K annual report.  Discussion will include requirements from Regulation S-K for non-financial statement disclosures and the financial statement requirements of Regulation S-X as well as requirements from the Staff Accounting Bulletins, Compliance and Disclosure Interpretations and other sources.  Discussion will also include frequent SEC comment areas for Form 10-K.


SEC 10-K Disclosure Best Practices Workshop

December 1-2, 2020 – Day One: 1:00 to 4:45 EST / Day Two: 1:00 to 4:30 EST

Designed for accounting and financial reporting professionals with prior SEC reporting experience, this Workshop provides an in-depth examination of the Business, Risk Factors and MD&A sections in Form 10-K.  The Workshop is conducted over two afternoons (half-days)

Best practice examples from different industries and companies are discussed in each section to illustrate effective disclosure practices.  This is an interactive Workshop (via Zoom) and open discussion is encouraged to enhance the learning process.  Frequent SEC comment areas and hot topics will also be reviewed.