Purchase Course

Bank MD&A Disclosures Workshop   

8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-218-EE
Course Leader
Mary Anne Busse
Hotel / Venue Details
View Details
8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-218-EE
Course Leader
Mary Anne Busse
Hotel / Venue Details
View Details

Course Details

The heightened interest in financial reporting and disclosure resulting from recent legislation, SEC rulemaking and SEC interpretive guidance is causing an increased focus on the kinds and 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 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 day. The exercises provide participants a real-world opportunity to evaluate and critique MD&A disclosures, and discuss how they might be improved.

Course 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
Course Leaders
Mary Anne Busse, Former Senior Counsel in the Division of Corporation Finance at the SEC and currently Managing Director of Great Disclosure.  Ms. Busse is accompanied by a KPMG Banking Partner.

Keywords: MD&A, Management’s Discussion and Analysis, Accounting, Goodwill, Cash Flow, Impairment, Financial Measure

Other Details

Special Notice/Instruction:
NASBA Delivery Method: Group Live
Prerequisite: None
Preparation: None
Level of Knowledge: Basic
Field of Study: Accounting
Delivery Method: Seminar
New York, New York
12/13/2019

The heightened interest in financial reporting and disclosure resulting from recent legislation, SEC rulemaking and SEC interpretive guidance is causing an increased focus on the kinds and 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 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 day. The exercises provide participants a real-world opportunity to evaluate and critique MD&A disclosures, and discuss how they might be improved.

Course 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
Course Leaders
Mary Anne Busse, Former Senior Counsel in the Division of Corporation Finance at the SEC and currently Managing Director of Great Disclosure.  Ms. Busse is accompanied by a KPMG Banking Partner.

Keywords: MD&A, Management’s Discussion and Analysis, Accounting, Goodwill, Cash Flow, Impairment, Financial Measure

Special Notice/Instruction:
NASBA Delivery Method: Group Live
Prerequisite: None
Preparation: None
Level of Knowledge: Basic
Field of Study: Accounting
Delivery Method: Seminar

Seminar Brochure

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Locations / Dates


New York, New York
12/13/2019


Seminar Brochure

Click to view, download, print