Purchase Course

MD&A Disclosures Workshop   

8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-203-EE
Course Leader
Mary Anne Busse
Hotel / Venue Details
View Details
8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-203-EE
Course Leader
Mary Anne Busse
Hotel / Venue Details
View Details

Course Details

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

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

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
Seattle, Washington
12/06/2019

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

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

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

Click to view, download, print
Locations / Dates


Seattle, Washington
12/06/2019


Seminar Brochure

Click to view, download, print

Related Courses