Bring home our unsurpassed expertise...
Please e-mail Andrew Saxlehner, President & CEO, or telephone (305) 529-1550 for more information.
Our organization offers many innovative and creative options for quality, customized training on SEC, FASB and related topics. We invite you to take advantage of our 28 years of excellence in SEC compliance education.
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Mix-and-match topics from our various programs and other SEC and FASB areas to create a unique program tailored to your organization’s specific needs. (See list of On-Site Course Offerings).
Here are some leading organizations that have benefited from our cost-effective on-site programs:
Advent Europe Holding BV
Advanced Micro Devices
AgFirst Farm Credit Bank
Alcon Laboratories, Inc.
American Railcar
Assurant
Bermuda Institute of Chartered Accountants, Hamilton, Bermuda
BJ Services
Boulay, Heutmaker, Zibell & Co., PLLP
Burger King Corporation
Central European Media Enterprises
Ltd., London, England
Cinergy Corporation
Compuware Corporation
ConocoPhillips
Consumer’s Energy
Dell Inc.
Deloitte & Touche LLP
Dial Corporation
Eastman Chemical Co.
Eaton Vance
Eide Bailly
Eisner LLP
El Paso Energy, Inc.
Energy Transfer Partners
Ernst & Young LLP
Ethyl Corporation
FannieMae
FastClick, Inc.
Federal Home Loan Banks
Financial Accounting Standards Board
First Data Corp.
FreddieMac
Golden Telecom, Moscow, Russia
Hawaiian Electric Industries, Inc.
Infonet Services Corporation
Intel
International Game Technology
Kinko’s, Inc.
KPMG LLP
Lawson Software, Inc.
Mahoney, Cohen & Co., CPA, PC
McGladrey & Pullen LLP
Men’s Wearhouse, Inc.
MetLife
Microsoft Corporation
Mobile Telesystems, Moscow, Russia
NASDAQ Stock Market
Noble Energy
Peterson Sullivan
Plante & Moran PLLC
Protection One and Westar Energy
Prudential Financial, Inc.
RINKER
Royal Dutch Institute of Registered Accountants, Amsterdam, The Netherlands
SAS Institute Inc.
SCANA
Shin Nihon & Co. (member, Ernst & Young International) Tokyo, Japan
Smithfield Foods
Southern Company
Southside Bank
State Bank, La Grange, TX
SunGard Data Systems, Inc.
Switch & Data
TELEVENT, Madrid, Spain
Texas United Bancshares
The Republic Group
Travis Wolff
Universal Technical Institute, Inc.
Viasystems
Westvaco Corporation
Williams Companies
Wright Express
Yount, Hyde & Barbour CPAs
Please e-mail Andrew Saxlehner, President & CEO, or telephone (305) 529-1550 for more information.
Our "signature" seminar is simply the best basic SEC training for mastering Forms 10–K, 10–Q, 8–K; writing your MD&A, preparing your proxy statement. PLUS... •Learn to use all the important sources of SEC reporting rules and knowledge •Learn to deal with the SEC staff and understand their “hot-buttons” •Understand the format, content and key issues in Forms 10-K, 10-Q and 8-K •Learn how to craft a strong MD&A •Review proxy and insider trading issues •Learn the latest details about XBRL and the SEC’s proposed IFRS Roadmap. Perfect for beginners and an excellent refresher for anyone responsible for SEC reporting. 16 CPE Credits
For private companies contemplating this major move. Covers the preliminaries of going public; the SEC registration process; selecting stock market; investor relations; all the steps needed to complete the offering. Also includes periodic reporting obligations under the 1934 Exchange Act after the IPO. 16 CPE Credits
ADVANCED ACCOUNTING AND REPORTING FOR SEC PROFESSIONALS
Learn about the most problematic and challenging accounting and disclosure issues in SEC reporting, and review recent developments at the SEC and FASB. The topics are continually updated with the latest SEC and FASB developments and projects. 8 CPE Credits
S0X 404 FOUNDATIONS: UNDERSTANDING THE INTERNAL CONTROL PROCESS
Highlights: Objectives of the process; Requirements for the first year, the second year and thereafter; Performing the assessment with no auditor's reporting in year one; Using the NEW SEC Management guidance effectively; Emphasizing the role of company level controls; Making your assessment "Top Down" and "Risk Based"; Using the definition of Internal Control Over Financial Reporting to make effective scoping decisions; Determining appropriate levels of documentation; Selecting controls to test efficiently and effectively; Designing tests of operating effectiveness; Choosing controls to test without going overboard; Anticipating issues when auditors are involved in year two; Writing management's report--what to say and what not to say. 8 CPE credits
SOX 404: MASTERING THE SOX 404 ICFR EVALUATION PROCESS
Make your SOX 404 Internal Control Over Financial Reporting (ICFR) evaluation process more efficient and effective and reduce the overall costs of your SOX 404 process! Highlights: •Continously Improve Your SOX 404 Process Using the SEC's Management Guidance and Auditing Standard 5 •Understand the crucial principles behind the new principles based guidance •Understand the process steps in the SEC Management Guidance AS 5 •Document entity level controls and their impact on risk and testing •Overcome resistance to change in your process Strategies to reduce the number of controls you test. 8 CPE credits
All the "DOs and DON'Ts" of writing your Management’s Discussion & Analysis. Master the art of writing the MD&A section of any SEC filing. Reflects the SEC guidance in FR 72. Learn what the SEC looks for when reviewing your MD&A -- from expert instructors using a series of hands-on case studies and outstanding practical examples. 13 CPE Credits
A “hands-on” workshop that leads you through the filing Item-by-Item using a comprehensive case study—A creative, highly acclaimed and unique concept in SEC training that goes beyond the basic requirements. Plus: All the changes for Internal Controls. Expanded to two and one-half days to accommodate the ever-expanding Form 10-K and to allow more participant involvement. 16 CPE Credits
IFRS FOUNDATIONS WORKSHOP -- BUILDING YOUR IFRS IMPLEMENTATION STRATEGY AND PLAN
Understand the SEC's proposed transition and build your PLAN. Understand how IFRS works and major differences between IFRS and US GAAP. 8 CPE Credits
REVENUE RECOGNITION IN DEPTH WORKSHOP
We will guide you through the over 100 pieces of accounting guidance on revenue recognition principles: •When and how much revenue should be recognized •Identifying performance obligations •Accounting for service contracts •Accounting for multi-element arrangements, including those related to software ...and more. Practical case studies and examples will help lead you through the maze of literature, while also learning the SEC hot buttons related to revenue recognition. 12 CPE Credits
Accounting for income taxes requires substantial professional judgment in the reporting process and it is the source of many material weaknesses and reporting problems with distinct advantages including: reduced complexity, easier recognition of deferred tax assets, mitigation of the stock option issues and other non-tax liabilities, more realistic balance sheet presentations and completeness in the tax disclosures. In order to minimize these risks, a thorough understanding of the income tax standard is essential—and how to operate under it. Our workshop covers all aspects of the standard and its implications. 8 CPE Credits
Topics include: •Measuring fair value -- How to choose between Black-Scholes and the binomial models •Assuring you have all the required data to implement •Understanding the changed tax and cash flow presentation issues •The voluminous required disclosures •The accounting transition and differences from the old pro-forma disclosures. 8 CPE Credits
ACCOUNTING FOR DERIVATIVES AND HEDGING ACTIVITIES
Your roadmap to understanding and implementing the FASB's most complex standard -- carefully selected, practical case studies and examples will lead you through the maze of this important Statement. 12 CPE Credits
ACCOUNTING FOR BUSINESS COMBINATIONS
If you think you know the purchase accounting method and how to account for minority interests, think again, as major changes have recently taken effect. This workshop will help you understand the key principles and significant accounting and reporting implications of these new standards. 8 CPE Credits
FAIR VALUE MEASUREMENTS WORKSHOP
•Understanding the provisions of Fair Value Standards •Deepening and expanding your understanding with industry specific case studies and examples •Applying the key concepts including exit cost, principle market, highest and best use •Using the valuation methods: market, cost and income •Implementing the three tier hierarchy of inputs to fair value measurements •Building the required disclosures •Understanding the complex valuation techniques required •Deciding when to use a valuation expert •Also included in the workshop will be the latest updates on the SEC’s positions about mentioning the use of valuation experts in Forms 10-K and 10-Q; the latest perspectives on Fair Value from the SEC and FASB; IFRS issues in Fair Value; and much more! 8 CPE Credits
SEC REPORTING FOR FOREIGN COMPANIES – THE ANNUAL REPORT ON FORM 20-F
Get the latest information on Form 20-F. Most everything the non-U.S. company needs to know in order to file the Annual Report on Form 20-F. Examine outstanding filing examples and hear about the latest developments at the Securities and Exchange Commission, including no more reconciliations to U. S. GAAP for those that follow IFRS. 16 CPE Credits
Please e-mail Andrew Saxlehner, President & CEO, or telephone (305) 529-1550 for more information.