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Quarterly SEC Update for Accountants Webinar

CPE

When
Sept. 24
2:00 - 4:00 p.m.

CPE Credits
2-A&A

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
QSEC-2021-01-WEBNR-267-01
Level
Intermediate
Prerequisites
Experience in accounting and auditing issued related to publicly traded companies
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

The United States Securities and Exchange Commission (SEC) is the prime regulator of capital markets in the United States. Whether your company is an SEC registrant, contemplating a securities offering or you are a CPA who provides services to an SEC client, you need to stay up to date on what is going on at the SEC, especially as Chair Clayton continues to implement his agenda. In this quarterly two-hour update, we’ll explore the key topics on the SEC agenda, such as non-GAAP disclosures, common comment letter themes, SEC enforcement activities, implementation of new SEC rules and regulations, and other initiatives to both safeguard investors as well as increase access to markets. Also, with so many new accounting Updates becoming effective over the next few years, we’ll explore recent SEC guidance on SAB 74 disclosures and other SEC feedback on implementing new standards that will be valuable for both registrants and non-filers alike. If you are involved with SEC matters or clients, or just want to stay on top of the latest accounting regulatory news, this is the course for you.

Highlights

  • SEC guidance in the areas of financial accounting and reporting
  • Other SEC rules and regulations with which entities will need to comply
  • Other issues related to the SEC


Speaker(s)

Richard Daisley, CPA

 

Rich is a CPA and has over 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses.  He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy, and pharmaceutical industries.

 

Prior to joining Surgent, Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors. 

 

In 2015 he joined Surgent as Director, Accounting & Financial Reporting Content. In this role, he researches and develops the technical content for Surgent’s Accounting and Financial Reporting curriculum.

 


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