Announcements

Bank MD&A Disclosures Workshop

Publicly reporting banks are increasingly focused on the quality of Management’s Discussion and Analysis (MD&A) disclosures in SEC filings.

Designed specifically for those preparing SEC filings for banks and bank holding companies, this seminar emphasizes key MD&A developments, including SEC guidance on non-GAAP disclosures, the SEC Disclosure Effectiveness Project, SEC releases, comment letters, speeches, and disclosure best practices with a focus on expanding and improving the effectiveness and compliance of MD&As.

Example bank holding company MD&As and hands-on exercises involving actual MD&A disclosures are incorporated throughout the seminar. The exercises provide participants a real-world opportunity to evaluate and critique MD&A disclosures, and discuss how they might be improved and applied to their own bank’s MD&A disclosures.

Date/Location:
5/18/2017 New York
CPE Credit:
8
Tuition:
$1,295 **

Venue and Hotel Details

Agenda

  • Overview of Management's Discussion and Analysis Requirements
  • Review and Analysis of Underlying MD&A Releases
  • Critical Accounting Policies and Estimates
  • Analysis of Example MD&As on Key Topical Issues
  • Goodwill Considerations
  • Cash Flow Disclosures
  • Impairment Testing Disclosures
  • Non-U.S. GAAP Financial Measure Disclosures
  • Common Practices in Drafting Guidance
  • Required Trend Disclosure
  • Forward-Looking Information
  • Trends in SEC Comments

Program Details

Prerequisite:   None
Preparation:   None
Level of Knowledge:   Basic
Field of Study:   Accounting
Delivery Method:   Group Live, Instructor-Led Course

Course Leaders

Mary Anne Busse, Former Senior Counsel in the Division of Corporation Finance at the SEC and currently Managing Director of Great Disclosure, LLC.

Ms. Busse is accompanied by a KPMG Banking Partner.

Course Testimonials

“Excellent training course! Effective and efficient learning that was useful and easily applied back in the office.” – SEC Reporting Manager, Public Bank Holding Company



* Discounts cannot be combined and must be applied at time of initial registration.

** Tuition price includes daily breakfast, lunch, and morning and afternoon refreshments.