Introduction to SEC Filing in XBRL (Earn up to 10 CPE)

Upcoming schedule:

There are no Introduction to SEC Filing in XBRL sessions scheduled at this time. Please check our the Essentials for SEC Filers link at left for more education options, or Replays & Past Events for past XBRL presentations.

What do you get?

In addition to the instruction and activities led by an experienced US GAAP taxonomist, attendees will receive:

opportunity to earn up to 10 CPE;
access to a replay of the online presentation for 180 days;
handouts, reference materials and templates;
trial licenses to software used in the workshop;
breakfast, lunch and snacks during the in-person portion of the training.

Workshop registration is $995. Register today - space is limited.

Contact training@xbrl.us to get a price quote for 3 or more seats.

About the NYC Session

The in-person part of the workshop is at a computer-equipped office in Times Square. Due to the size and location of these events, we do not offer hotel accommodations in connection with this event - view Google results for nearby hotels.

Are you ready to file XBRL with the SEC?
Get prepared during this introductory training

Program features:

Basic understanding of XBRL for US GAAP reporting, with emphasis on taxonomy fundamentals, strategies for element selection, and building an XBRL extension taxonomy.
Class-room style instruction led by an XBRL US team member gives attendees guided practice and hands-on work with live desktop applications.

This introductory program shows you how to use taxonomies, convert primary financial statements and block tag footnotes in XBRL format.

The training starts with a required 90-minute live presentation covering core concepts of the US GAAP Financial Reporting Taxonomy, an overview of SEC requirements as well as planning considerations and options for creating and reviewing financial statements in XBRL. Web-based attendees can qualify for 2 CPEs for attending the live session.

The second part of the training is an 8-hour hands-on session at a facility where a maximum of 9 attendees per class will be guided through mapping, extending, tagging, creating and validating XBRL. Attendees will step through an XBRL exhibit creation exercise with desktop and Web-based applications using onsite computers. The 8-hour workshop includes breakfast, lunch, & snacks and attendees will qualify for 8 CPEs.

Space is limited - register TODAY for $995

Who should attend?

CFOs, Controllers, External Reporting Managers, and finance staff members who have direct responsibility for implementing SEC XBRL filing requirements.

What you will learn:

How to plan, scope, budget and identify resources to meet the expected SEC mandate
How to create an XBRL-formatted financial statement, including footnotes

Overview of the combined online and in-person workshop agenda:

Overview of XBRL
Review of the SEC rule
Planning considerations – filing requirements, timing, resources, software and services
Building an XBRL exhibit – step-by-step

Mapping financial statements to taxonomy elements
Creating taxonomy extensions
Tagging financial statements
Validation
Filing XBRL-formatted documents

CPE credit available for this event XBRL US, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

Learn more about XBRL US CPE Policies