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SEC Hot Topics - MD&A and Non-GAAP Financial Measures

  • CPA (US)
  • CIA
  • CFE
  • CMA
  • CVA
  • CPA/ABV
  • CPA/CFF
  • CFA
  • CGFM
  • IAP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • QIAL
  • CIPM
  • ME LPA
  • DE LPA
  • Accountant/Bookkeeper/Tax Professionals
SEC Hot Topics - MD&A and Non-GAAP Financial Measures

Free (Only Today)

5 Credits

Subject Area

Accounting
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Dive deep into regulatory expertise with our specialized CPE webinar by Kelen Camehl, immersing yourself in Management’s Discussion and Analysis (MD&A) and Non-GAAP Financial Measures. These pivotal elements consistently rank among the SEC's Top 10 areas for comment letters on public company filings, making them the core focus of our course.

Master the art of MD&A compliance by unraveling interpretive SEC guidelines and insights shared by top-tier accounting firms. Understanding these intricacies is crucial for robust and compliant MD&A, vital for transparent financial disclosures.

Explore the nuances of non-GAAP financial metrics, analyzing SEC and FASB insights alongside analyses from industry experts. Grasp the pivotal differences between GAAP and non-GAAP measures to ensure precise and accurate financial reporting.

Enroll now to achieve various learning objectives, from grasping SEC guidelines for MD&A disclosures to identifying key focus areas within MD&A. Gain insights into the components that compose a comprehensive MD&A, pinpointing specific transactions requiring inclusion in your disclosures. Additionally, learn effective strategies to enhance clarity and accuracy in presenting MD&A information.

Elevate your regulatory prowess in these critical SEC areas. Ensure your financial reporting meets rigorous compliance standards while enhancing precision and clarity in disclosures. Join our CPE Accounting webinar to navigate these paramount aspects of SEC compliance with confidence and expertise.

Learning Objectives

  • To identify the SEC Regulation applicable to MD&A.
  • To discuss the primary objective and focus areas related to MD&A.
  • To identify key information that should be included within a company’s MD&A.
  • To analyze the types of transactions that should be discussed in MD&A.
  • To identify methods to enhance the presentation of MD&A.
  • To differentiate between a GAAP financial measure and a non-GAAP financial measure.
  • To discuss examples of different types of non-GAAP financial measures.
  • To identify which SEC guidance applies to different types of non-GAAP financial measures.
  • To explain disclosures within the scope of Regulation G.
  • To identify key requirements included within both Regulation G and Regulation S-K related to these measures.

Course Qualification

Webinar Qualifies For

  • 5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 5 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 5 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 5 CPE Credit of Accounting for Certified Management Accountants (CMA)
  • 5 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 5 CPD Credit for Accredited in Business Valuation (ABV)
  • 5 CPD Credit for Certified Financial Forensics (CFF)
  • 5 PL Credit of Accounting for Chartered Financial Analyst (CFA)
  • 5 CPE Credit of Accounting for Certified Government Financial Manager (CGFM)
  • 5 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 5 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 5 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
  • 5 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
  • 5 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
  • 5 PL Credit of Accounting for CIPM
  • 5 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
  • 5 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

Additional details

  • Course Level :
    Basic
  • Credits :
    5
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Kelen Camehl, CPA (US), MBA

Advisor, Kelen Camehl CPA

Kelen is a recognized author and reviewer of CPE courses and has authored over 85 courses (225+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics.  His courses are available for purchase from many online CPE providers including the AICPA.  Kelen has also remained involved in CPA exam content development for nearly 10 years and has authored more than a thousand multiple choice questions for various sections of the CPA exam.  He also serves as an Editorial Advisor for the AICPA’s "Journal of Accountancy".   

Kelen has over 15 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Consultant with HP, Inc. in Dallas, TX.  Most recently he was located in Budapest, Hungary on a three-year international assignment and served in the company’s Houston, TX location prior to this assignment.  Prior to HP, he served in multiple accounting roles in the oil & gas industry with ConocoPhillips including technical accounting policy, SOX compliance, and internal audit. He also gained public accounting experience with PricewaterhouseCoopers, working with various clients in the energy, electric, power, gas, and utility sectors.

About Company


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.7

67 Ratings

Excellent

45

Very Good

22

Average

0

Poor

0

Terrible

0

CC

Cheryl Collett, CPA (US)

Feb 7th, 2024

Good content, easy to follow and complete

LG

Lee Godwin,, CPA (US)

Dec 6th, 2023

Helpful information!

KW

Kristina Williams, CPA (US)

Dec 13th, 2023

good

DT

Dana Teller, CPA (US)

Dec 14th, 2023

educational

DF

Donald Folston, CPA (US)

Dec 27th, 2023

Good