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MD&A In-Depth Workshop 2017

Chair(s): George M. Wilson, MBA, CPA

Practice Area: Accounting and financial reporting, Management discussion and analysis, Securities and other financial products, Securities filings and financial statements

Published: Nov 2017 i Other versions can be found in the Related Items tab.
ISBN: N/A
PLI Item #: 186646

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Front Matter
Faculty Bios
Table of Contents
Chapter 1. SEC Institute, Item 7—Management’s Discussion and Analysis of Financial Condition and Results of Operations (Principal source of requirement–Item 303 of Regulations S-K, as interpreted by Financial Reporting Release Nos. 36 and 72)
Chapter 2. SEC Institute, Reminder List—A Creative Approach to Writing Your MD&A (Revised January 2017)
Chapter 3. W. Brinkley Dickerson, Jr., Troutman Sanders LLP, MD&A “Top-Down” Checklist
Chapter 4. U.S. Securities & Exchange Commission, Interpretation: Commission Guidance Regarding Management’s Discussion and Analysis of Financial Condition and Results of Operations, Release Nos. 33-8350; 34-48960; FR-72 (Effective Date: December 29, 2003)
Chapter 5. Boris Feldman, Navigating the Safe Harbor for Forward-Looking Statements
Chapter 6. PwC-MD&A Report, Report of Independent Accountants on Management’s Discussion and Analysis of Financial Condition and Results of Operations, Goldman Sachs Prospectus (March 15, 1999)
Chapter 7. Tabular Example of Critical Accounting Estimates: Kaman Corporation, Form 10-K for the Fiscal Year Ended December 31, 2014
Chapter 8. SEC Institute, SEC Guidance for Non-GAAP Measures (November 2014)
Chapter 9. WilmerHale, Applying the New SEC Staff Guidance on Non-GAAP Measures to Your Next Earnings Announcement (May 25, 2016)
Chapter 10. U.S. Securities and Exchange Commission, Compliance and Disclosure Interpretations: Non-GAAP Financial Measures (Last Update: May 17, 2016)
Chapter 11. MD&A—Related Enforcement Releases: Caterpillar, Inc.; Sony Corporation; The Coca-Cola Company; and Bank of America
Chapter 12. United States of America Before the Securities and Exchange Commission, Exchange Release No. 80947, AAER No. 3877, Administrative Proceeding File No. 3-18024, In the Matter of Eric W. Kirchner and Richard G. Rodick (June 15, 2017)
Chapter 13. U.S. Securities & Exchange Commission, Litigation Release No. 22711, AAER No. 3462, Securities and Exchange Commission v. PACCAR Inc., et al., Civil Action No. 2:13-cv-00953 (W.D. Wash. filed June 3, 2013)
Chapter 14. The Procter & Gamble Company, Form 10-K for the Fiscal Year Ended June 30, 2017 (excerpt—example MD&A disclosure)
Chapter 15. The Coca-Cola Company, Form 10-K for the Fiscal Year Ended December 31, 2016 (excerpt—example MD&A disclosure)
Chapter 16. Tesla Motors, Inc., Form 10-K for the Fiscal Year Ended December 31, 2016 (excerpt—example MD&A disclosure)
Chapter 17. Kaman Corporation, Form 10-K for the Fiscal Year Ended December 31, 2016 (excerpt—example MD&A disclosure)
Chapter 18. Whole Foods Market, Inc., Form 10-K for the Fiscal Year Ended September 25, 2016 (excerpt—example MD&A disclosure)
Chapter 19. Jeff Aughton, Jennifer Burns, and Kathy Crawford, Deloitte, Heads Up, Volume 23, Issue 21, Controls and Non-GAAP Measures (July 19, 2016)
Chapter 20. Matter of Salant Corporation and Martin F. Tynan, AAER No. 561, Exchange Release No. 34-34046, Administrative Proceeding File No. 3-8362 (May 12, 1994)
Chapter 21. Intel Corporation, Form 10-K for the Fiscal Year Ended December 31, 2016 (excerpt—example MD&A disclosure)
Chapter 22. Brown-Forman Corporation, Form 10-K for the Fiscal Year Ended April 30, 2017 (excerpt—example MD&A disclosure)
Chapter 23. U.S. Securities & Exchange Commission, Commission Guidance on Presentation of Liquidity and Capital Resources Disclosures in Management’s Discussion and Analysis, Release Nos. 33-9144; 34-62934; FR-83 (Effective Date: September 28, 2010)
Chapter 24. SEC Institute, SEC Frequent Comments—Recent Examples in Specific Areas (Updated September 2017)
Chapter 25. U.S. Securities and Exchange Commission, Division of Corporation Finance, Financial Reporting Manual (last updated August 25, 2017) (excerpt—Table of Contents)
Chapter 26. U.S. Securities and Exchange Commission, Division of Corporation Finance, Financial Reporting Manual (last updated August 25, 2017) (excerpt—Topic 8: Non-GAAP Measures of Financial Performance, Liquidity, and Net Worth)
Chapter 27. U.S. Securities and Exchange Commission, Division of Corporation Finance, CF Disclosure Guidance: Topic No. 2, Cybersecurity (October 13, 2011)
Chapter 28. U.S. Securities and Exchange Commission Division of Corporation Finance, Financial Reporting Manual (last updated August 25, 2017 (excerpt—Topic 9: Management’s Discussion and Analysis of Financial Position and Results of Operations (MD&A))
Chapter 29. U.S. Securities and Exchange Commission, Summary by the Division of Corporation Finance of Significant Issues Addressed in the Review of the Periodic Reports of the Fortune 500 Companies (February 27, 2003)
Chapter 30. U.S. Securities and Exchange Commission, Sample Letter Sent to Public Companies on MD&A Disclosure Regarding the Application of SFAS 157 (Fair Value Measurements) (March 27, 2008)
Chapter 31. U.S. Securities and Exchange Commission, Sample Letter Sent to Public Companies on MD&A Disclosure Regarding the Application of SFAS 157 (Fair Value Measurements) (September 16, 2008)

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