SEC Reporting Skills Workshop for Financial Professionals 2026

Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms. Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. Annual proxy requirements and SEC insider trading rules will also be discussed. Frequent SEC comment areas will be reviewed along with example comments. This interactive, in-depth Workshop is perfect for beginners or as a refresher for experienced SEC reporting professionals. 

What You Will Learn

After completing this program, participants will be able to:

• Identify and address key disclosure issues in Forms 10-K, 10-Q and 8-K, and the proxy statement 

• Apply the SEC’s Integrated Disclosure System, including Regulations S-K and S-X, Staff Accounting Bulletins, and all related guidance 

• Discuss the latest developments from the SEC, including accounting and disclosure related to cybersecurity risks and events, clawbacks, insider trading policies (Rule 10b5-1 plans), tariffs, and geo-political risk

• Enumerate areas where change is under discussion, including executive compensation disclosures