Announcements

MD&A Disclosures Workshop

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

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 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 MD&A Disclosures.

Date/Location:
5/24/2017 San Diego
8/30/2017 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.

Course Testimonials

“Great course! Some huge takeaways that I want to implement immediately and Mary Anne is an amazing educator!” - VP, M&A and Accounting, Global Higher Education Provider



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

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