2019 Workshops

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Implementing the FASB’s New Lease Accounting Standard Workshop 2019

The FASB’s new lease accounting standard presents complex accounting, internal control, system and implementation challenges. In this interactive Workshop, you will learn the conceptual underpinnings, overall structure, and details of this new standard as it applies to both lessees and lessors. Implementation considerations, including issues being experienced by different companies and industries, will be discussed in detail. Concepts will be reinforced by working examples and a case study. This Workshop is geared to financial reporting professionals who are involved in lease accounting, review such accounting, or need to understand how lease accounting affects their financial reporting. In addition, professionals in other areas such as treasury, analysis and operations who need to understand how lease accounting changes will affect financial statements will benefit from this Workshop.


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Date: Location:
Jun 25 New York Learn More
Sep 27 Las Vegas Learn More
Oct 16 San Francisco Learn More
Oct 31 New York Learn More


Implementing the FASB’s New Hedge Accounting Standard Workshop 2019: A Simplified and Practical Approach to Hedge Accounting

In this interactive Workshop participants will learn the details and mechanics of the FASB’s new hedge accounting standard.  Discussion and case studies will include changes to the designation and documentation requirements and the process of assessing hedge effectiveness, along with the revisions to the accounting and presentation for hedging activities.  This new hedge accounting guidance has two main goals: to simplify the application of hedge accounting and to better match the economics of hedging activities with the results of hedge accounting.  Through these goals companies can reduce the costs and complexities of using hedge accounting.  In addition, this standard creates opportunities for companies that previously avoided the complexities of hedge accounting to utilize the new standard to better match hedging strategy with accounting results.  This Workshop is geared to financial reporting professionals who are involved in applying hedge accounting or who need to understand how hedge accounting affects their financial reporting.  In addition, professionals in other areas such as treasury, analysis and operations who need to understand how the new hedge accounting will affect financial statements will benefit from this Workshop.


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Date: Location:
Aug 21 Dallas Learn More
Dec 6 New York Learn More


Implementing the FASB’s New Financial Instrument Standard on Credit Losses (CECL) Workshop 2019

The FASB’s new current expected credit loss (CECL) impairment standard creates an entirely new model for estimating allowances for loss on all financial assets.  Under this new model, systems and methodologies will need to be adapted and implementation will require complex estimation processes, including developing new information about historical credit losses and making judgments about when and how to adjust historical information to reflect expectations of future losses.  In this interactive Workshop participants will learn the foundational concepts of the CECL model along with practical implementation steps to move from incurred loss to current expected credit loss accounting.  The less pervasive changes for available-for-sale financial instruments along with required system changes and practical steps for implementation will also be reviewed in-depth. This Workshop is geared to financial reporting professionals who are involved in developing allowances for loss on financial instruments or need to understand how this accounting affects their financial reporting.  In addition, professionals in other areas such as treasury, analysis and operations who need to understand how the new accounting for financial instrument impairment will affect financial statements will benefit from this Workshop.


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Date: Location:
Sep 9 New York Learn More
Nov 14 San Francisco Learn More


SEC Reporting Skills Workshop for Financial Professionals 2019

Build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms, including the 10-K Annual Report, the 10-Q Quarterly Report and the 8-K Current Report. Learn how to comply with the annual proxy requirements and how insider trading rules work. This Workshop is geared to beginners or as a refresher for experienced SEC reporting professionals. CFOs, controllers and their staff, internal auditors, partners of public accounting firms and their staff, investor relations professionals, audit committee members, and others involved in the preparation of SEC filings will take away valuable practical information and skills necessary to succeed in the current SEC reporting environment. For attorneys, general counsel, in-house counsel and corporate legal staff, we recommend taking our SEC Reporting and Practice Skills Workshop for Lawyers, for a more in-depth analysis of legal issues in SEC reporting.


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Date: Location:
Jun 3 - 4 Houston Learn More
Jun 4 - 5 New York Learn More
Aug 15 - 16 New York Learn More
Aug 19 - 20 Dallas Learn More
Aug 26 - 27 San Francisco Learn More
Oct 3 - 4 Live Webcast Learn More
Oct 3 - 4 New York Learn More
Oct 21 - 22 Chicago Learn More
Nov 18 - 19 Orlando Learn More
Nov 21 - 22 Atlanta Learn More
Nov 25 - 26 San Francisco Learn More
Dec 10 - 11 New York Learn More


SEC Reporting and Practice Skills Workshop for Lawyers 2019

Many lawyers learn SEC reporting through on-the-job training, which often is piecemeal at best. This Workshop is intended to replace that ad-hoc learning process by helping participants develop an in-depth understanding of the reporting requirements of the U.S. federal securities laws. Workshop participants will build the foundational knowledge and practical experience necessary to understand, prepare and review periodic and current reports and proxy statements in order to comply with the SEC’s detailed disclosure requirements. Participants will also learn important rules and techniques for communicating with the public, including when the “duty to disclose” arises, the importance of “insider trading” policies, and the art of drafting disclosure documents and press releases with a view toward limiting potential liability.


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Date: Location:
Jun 27 - 28 Live Webcast Learn More
Jun 27 - 28 New York Learn More
Sep 12 - 13 Dallas Learn More
Oct 24 - 25 Chicago Learn More
Nov 4 - 5 San Francisco Learn More
Nov 19 - 20 Atlanta Learn More


Form 10-K In-Depth Workshop 2019

A hands-on Workshop designed to give participants a mastery of the Form 10-K requirements, and takeaways on how to improve 10-K disclosures. Interactive discussions involving participants’ and example 10-Ks will enhance your understanding of each item, with particular focus given to the Management’s Discussion & Analysis (MD&A) section. Workshop leaders will guide you through Form 10-K item-by-item, using PLI’s SEC Reporting Handbook, example filings from different industries, and a Workbook with reference materials. This Workshop is geared for experienced SEC reporting professionals: CFOs, controllers and their staff, partners of public accounting firms and their staff, in-house counsel, investor relations professionals, and others involved in the preparation of SEC filings. Participants will take away valuable practical information and skills necessary to succeed in the current SEC reporting environment.


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Date: Location:
Jun 10 - 11 New York Learn More
Sep 16 - 17 New York Learn More
Dec 2 - 3 New York Learn More
Dec 16 - 17 San Francisco Learn More


Form 20-F In-Depth Workshop 2019

In this Workshop designed for lawyers and financial reporting professionals, our experienced Workshop leaders will use interactive lectures and examples to give participants the foundational knowledge and practical experience necessary to prepare and review the SEC’s Foreign Private Issuer periodic and current reporting forms, including the 20-F Annual Report and Form 6-K. Participants will build an understanding of the structure and use of the SEC’s guidance and knowledge of the key disclosure issues in the SEC’s periodic and current reports. This Workshop is geared to beginners or as a refresher for lawyers and financial reporting professionals.  CFOs, controllers and their staff, internal auditors, partners of public accounting firms and their staff, attorneys, general counsel, in-house counsel, corporate legal staff, investor relations professionals, and others involved in the preparation of SEC filings will take away valuable practical information and skills necessary to succeed in the current SEC reporting environment.


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Date: Location:
Dec 12 - 13 Live Webcast Learn More
Dec 12 - 13 New York Learn More


MD&A In-Depth Workshop 2019

By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management’s Discussion and Analysis (MD&A), for both annual and interim periods, enabling you to draft or review an MD&A with confidence. Preparers of financial statements, partners of public accounting firms and their staff, attorneys, general counsel, in-house counsel and corporate legal staff, investor relations professionals, and others involved in the preparation of SEC filings will take away valuable practical information and skills necessary to succeed in the current SEC reporting environment.


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Date: Location:
Nov 15 San Francisco Learn More


Implementing the FASB/IASB New Revenue Recognition Standard Workshop 2019

Learn how to successfully use the new revenue recognition model in ASC 606. Through interactive lecture, case studies, and review of examples from adopting companies, Workshop participants will learn how the new revenue recognition standard measures and records revenue and affects the related estimates and judgments required. Participants will also grasp where problems and challenges, including SEC comments, are most likely to occur and develop the necessary tools to resolve these issues. This Workshop is geared to financial reporting professionals who are involved in revenue recognition accounting, who review such accounting, or who need to understand how revenue recognition affects their financial reporting.  In addition, professionals in other areas such as treasury, tax, analysis, counsel and operations who need to understand how the new revenue recognition standard affect financial statements and related disclosure will benefit from this Workshop.


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Date: Location:
Jun 19 - 20 San Francisco Learn More
Aug 22 - 23 Dallas Learn More
Sep 25 - 26 Las Vegas Learn More


Debt vs. Equity Accounting for Complex Financial Instruments Workshop 2019

This Workshop will provide the knowledge and tools to demystify the debt versus equity conundrum for complex financial instruments, such as warrants with re-pricing provisions and convertible instruments with embedded features. These types of financing tools have become important for emerging and growing companies that seek alternative financing solutions rather than mainstream lending. Unfortunately, because of the complex accounting issues they create, they have become a major source of confusion and restatements. Through a detailed review of the accounting literature, including ASU 2017-11 dealing with down-round provisions and the FASB’s project to improve GAAP in this area, along with numerous examples and case studies, this Workshop will help you build the knowledge and experience to appropriately recognize, initially record and subsequently account for these complex financing tools. The Workshop is geared to auditors and financial officers of companies who raise capital with these types of financial instruments.


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Date: Location:
Jun 21 San Francisco Learn More


Accounting for Business Combinations Workshop 2019

Learn to apply the business combinations accounting guidance in a pragmatic, practical way.  Workshop participants will gain an in-depth understanding of how to apply the FASB standard (codified in ASC 805) on business combinations, including recent ASUs related to business combinations; how to make journal entries in specific situations; the areas where estimation and judgment is required; the SEC requirements for financial statements and pro forma information for significant business combinations; and the appropriate financial statement disclosure. This Workshop is geared for financial reporting professionals who are involved in accounting for business combinations, who review or audit such transactions, or who work in functional areas that could be impacted by a business combination transaction, such as tax professionals or lawyers involved in M&A transactions.


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Date: Location:
Aug 14 New York Learn More



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