Taking You Beyond Compliance to Excellence

On-Site

We offer courses directly at your location. Each course can be customized to meet your organization’s needs. We offer training in:

  • SEC Reporting & Compliance
  • 10-K Advanced 
  • Investor Relations/ Corporate Communications for Publicly Reporting Companies
  • MD&A Disclosures
  • Customized Topics 

We also offer training for 529 College Savings Plans in:

  • Disclosure
  • RFP Formation and Evaluation
  • Governance


K​PMG Learning

Advanced SEC Reporting Workshop

It takes top-notch skills to prepare the SEC’s Form 10-K Annual Report given the level of detail required and the potential level of scrutiny by the SEC. Gain an advanced understanding of complex reporting scenarios at this live seminar, which takes a deep dive into Form 10-K requirements and relevant regulations including Regulation S-X and Regulation S-K. It is intended for experienced SEC reporting professionals.

It is assumed you have mastered the topics covered in our Introduction to SEC Reporting & Compliance program as well as our Intermediate SEC Reporting & Compliance program.

                                                                                                                                                                                                            CPE Credit: 8

Intermediate SEC Reporting & Compliance

​Take your SEC skills to the next level in this live virtual seminar. This course provides intermediate guidance in SEC reporting and compliance for financial professionals at public companies or companies planning an IPO.

By the end of this course, participants should be able to:

*   prepare sections of annual reports (Form 10-K), quarterly reports (Form 10-Q), current reports (Form 8-K), and proxy statements in compliance with SEC       disclosure requirements
*   describe current issues on the SEC’s agenda such as cybersecurity disclosures, climate-related disclosure, COVID-19 guidance, non-GAAP disclosures, the       Disclosure Effectiveness Project, Dodd-Frank initiatives, SEC guidance on the adoption of new accounting policies, and trends in SEC comments.

SEC filings and case studies are integrated into the course to demonstrate how the regulations are implemented in practice. Tips for dealing effectively with SEC staff are provided. It is assumed you have mastered the topics covered in our foundational program, Introduction to SEC Reporting & Compliance and have a basic understanding of the SEC, its operations, the statutes, and forms.​
                                                                                                                                                                                                           CPE Credit: 16

Bank MD&A Disclosures Workshop

Bank MD&A disclosures and developments will be discussed, including analysis of actual MD&A disclosures by banks and bank holding companies.
CPE Credit: 8


Bank SEC Reporting & Compliance

This seminar is designed to give accounting staff at banks and bank holding companies practical, hands-on experience in what's required to prepare the
Form 10-K Annual Report, Form 10-Q Quarterly Report, Form 8-K Current Report, and the proxy statement (Schedule 14A).
CPE Credit: 16


MD&A Disclosures Workshop

MD&A disclosures and developments will be discussed, including analysis of actual MD&A disclosures by companies.
CPE Credit: 8


​Introduction to SEC Reporting & Compliance

Geared toward finance professionals who are new to SEC reporting, this live virtual seminar provides a practical introduction to SEC reporting and compliance, with an emphasis on understanding the rules, forms, and SEC guidance. Actual SEC filings and case studies are integrated into the course to demonstrate how the regulations are implemented in practice.

                                                                                                                                                                                                           CPE Credit: 4


To find out more about our training services, please Contact us.


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​Training Services