XBRL US conducts in-person training workshops to teach preparers how to create XBRL filings for submission to the SEC. This single-day hands-on session shows you how to use taxonomies, convert your primary financial statements and block tag your footnotes in XBRL format.

Schedule: 

• Thursday, March 11 - New York City
  
  
• Wednesday, May 26 - New York City Register NOW
  
  
• Thursday, September 16 - San Francisco Register NOW
  
  
• November - Philadelphia

Cost: $895 per person for the 8-hour workshop includes breakfast, lunch, & snacks.

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

Workshop agenda

• Overview of XBRL
• The SEC rule proposal
• Planning considerations – filing requirements, timing, resources, software and services
• Building an instance document – step-by-step
  • Mapping financial statements to taxonomies
  • Creating taxonomy extensions
  • Tagging financial statements
  • Validation
  • Filing XBRL-formatted documents

Requirements: Attendees will be required to bring their own laptops for use during the workshop. Attendees will need to install software applications prior to the workshop – software will be made available online for downloading.

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