Form 10-K Series: Detailed Analysis of the Financial Statements Section ON DEMAND

Overview

This course provides an overview of the financial statements included in SEC Form 10-K, focusing on their structure and significance in assessing a company’s financial health. We will break down each primary statement, highlighting key components, classifications, and their relevance for analysis. The course also examines the role of accounting policies and estimates in shaping financial results as well as the importance of footnote disclosures. Finally, we’ll identify common pitfalls in financial reporting and outline best practices for ensuring accuracy and clarity, emphasizing the role of internal review processes in maintaining high-quality disclosures.

Highlights

Breakdown of financial statements. Balance sheet. Key accounting policies and estimates. Understanding footnote disclosures.

Prerequisites

None.

Designed For

CPAs, CEOs, CFPs, financial managers, and other accounting professionals.

Objectives

Identify the key components and classifications of financial statements included in SEC Form 10-K. Recognize the significance of each financial statement in assessing a company’s financial health. Distinguish between critical accounting policies and estimates that impact financial reporting. Determine the role of footnote disclosures in providing additional context to financial statements. Recognize common pitfalls in financial statement disclosures from effective disclosure practices.

Preparation

None.

Notice

None.