
Explore eight to ten Securities and Exchange Commission reports and forms, their purposes, deadlines, and information, through examples from other companies. Gain confidence reading and interpreting these filings.
Meet Chris Benjamin, an MBA and seasoned CFO, as he outlines the course focus on SEC reporting, including Form 10-Q, Form 10-K, proxy statements, the EDGAR system, and XBRL.
Learn how the Udemy course review system prompts you to rate with stars, or choose 'ask me later' or at the end, and how feedback informs instructors and future courses.
Master Excel basics by building tables, formatting data, and using AutoSum and formulas efficiently. Create quick, polished charts from your data and apply currency formatting for clear reports.
Identify who the Securities and Exchange Commission is, its mission to protect investors and ensure fair markets, and key mandated filings like Form 10-K and 10-Q.
Explore the Edgar system, the SEC's electronic data gathering and retrieval system for filings like 10-Ks and 10-Qs, searchable by company names and filed in XBRL.
Explore regulation s-k as the SEC's rule book for issuers, detailing filings like the 10-K and 10-Q, and disclosures on business, legal proceedings, and mergers and acquisitions.
Examine how a Form 10-Q is filed and analyzed using Apple’s quarterly report as a practical example, including financial statements, MD&A, disclosures, and EDGAR data.
Explore how the Form 10-K serves as the annual report, detailing the fiscal year, audited financials, risk factors, and management discussion analysis, with notes and exhibits.
Form 8-K, the SEC's current report, informs investors of significant events in a timely manner within a few days, from press releases to debt issuances and leadership changes.
Explore how form def 14a proxy statements solicit shareholder votes before annual meetings, detailing board and executive compensation, auditors, and voting procedures.
Explore how a company files the form s-1 to register securities, navigates amendments, and responds to sec correspondence on the path to going public.
Wrap up this course on SEC securities exchange commission reporting and point learners to Form 10s and the going public process, with downloads and feedback.
Explore the 2023 entrepreneur trends, including accelerated digital transformation, AI, IoT, VR/AR, and immersive customer experiences. Evaluate inflation, supply chains, sustainability, talent globalization, and remote work shaping strategic opportunities.
Do Securities and Exchange Commission Reports Seem Daunting?
Are You A CEO or CFO of a Public or soon-to-be Public Company?
Are You An Entrepreneur Who Will Take Your Company Public via IPO?
Do You Want a Better Understanding of the 10K, 10Q, 8K and More?
Do You Need To Know Which Reports To File and When?
If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!
*** Updated with new content! ***
Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!
Three reasons to TAKE THIS COURSE right now:
You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly!
You will are being taught by a professional with a proven track record of success!
Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!
Recent Review:
John R. says "Great course, exactly what I needed to learn about all of the SEC reports. There are so many, as a CEO to a growing company I know eventually I'll have to understand the full extent of SEC reporting and this course gave me a great insight into what those reports are and what it takes to prepare them. Definitely recommend!"
Become a PRO at reading SEC reports with this course!
This course is intended to help companies who plan to become publicly traded in the next year, companies who recently became publicly traded, or for executives who are joining their first company where they will have to meet SEC filing requirements. Learn the basics of the 10K, the 10Q and the 8K reports, the sections required, and the timelines.
In this course we will cover:
Reg S-K
Form 10K
Form 10Q
Management Discussion and Analysis (MD&A)
Form 8K
Proxy Statements DEF 14A
Form S-1
And much More!!
I'm here to help you learn! If at any point you have a question during the course, send me a message and I'll be happy to answer.
***CLICK "BUY NOW" AND LEARN ALL ABOUT SECURITIES AND EXCHANGE COMMISSION REPORTING! ***
About The Instructor
Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting and finance. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.
The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.
Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!
Chris Benjamin, Instructor, CFO & MBA