Surgent's SEC Form 8-K: When to File and What to Disclose

Overview

This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. This course provides a detailed look at the events that require a Form 8-K filing, the relevant disclosures, and presents a number of examples to help illustrate disclosure of these events.

Highlights

• The overall purpose of the Form 8-K
• Triggering events for filing the Form 8-K
• Filing deadline for the Form 8-K

Prerequisites

None

Designed For

Financial practitioners who want an overview of the SEC Form 8-K

Objectives

• Recognize the overall purpose of the Form 8-K
• Identify the time period in which a Form 8-K must be filed with the SEC
• Recognize the events that require the filing of a Form 8-K
• Identify overall disclosure requirements for triggering events requiring a Form 8-K

Preparation

None

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education. The course expires one year from the purchase date. Format = on demand webcast to view with the course materials.