4.0 CPE 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.
Learning 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 disclosures requirements for triggering events requiring a Form 8-K.
Last updated/reviewed: March 18, 2024
25 Reviews (109 ratings)
Reviews
Anonymous
()
Course was very informative and format was easy to understand.
Anonymous
(Senior Revenue Manager)
I enjoyed this course, and I found it very informative.
Anonymous
(Senior Accountant)
Solid course on a topic relevant to public filers.
Anonymous
()
Nice discussion of events requiring an 8-k. As someone who usually only sees 8-ks related to financial information, was nice to understand some of the other triggering events.
Anonymous
(Accounting Manager)
This was a great course. The textbook was easy to follow and navigate. Great overview of Form 8-K and what situations require it to be filed. Highly recommend.
JIN ZOU
(Senior Accountant at STS Traders)
The textbook material is well-structured and easy to follow.
The instructor has provided excellent examples in each section. I highly recommend this course.
Naddav Paran
(Auditor at Google)
The course is very detailed. It opens with a quote from Wikipedia which worried me, but then I saw it actually goes into technical and authoritative detail.
MARY LEHAN
(CFO at EW Tax Inc)
I needed this class so much to keep me out of trouble. It is very comprehensive. I really appreciate the interesting presentation with lots of examples.
Anonymous
()
Very detailed course regarding 8-k disclosures. Covers many different areas that I have never learned about.
Anonymous
()
Great refresher on 8K filing requirements. Course was well organized by section and easy to follow.
Anonymous
(SVP)
Great overview of Form 8-K, its sections and requirements. Easy to follow text for this course.
Anonymous
()
Lots of facts, the final exam was challenging but covered many sections of the SEC 8-K guidance.
Anonymous
(Assistant Controller)
Good review course for SEC Reporting folks who need to make frequent public communications.
Berta Rufat
(retired at not applicable)
This course was easy to read and information is well organized. I like the format used.
Anonymous
()
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Anonymous
()
I thought this class very thoroughly explained the form 8-k disclosure and sections
Erin McCorry
(Accounting Manager at Ascend Wellness Holdings)
Really great comprehensive lesson on the 8-k, when to file and what goes into it.
Anonymous
()
Great class. Loved refreshing myself on the 8-K requirements and considerations.
Susan Nielsen
( at MasterControl)
Very helpful training of 8-k requirements and associated conditions. Thanks!
christina sparano
( at blockchain.com)
Good course for understanding disclosure requirements for public companies.
Anonymous
(Financial Systems)
I truly enjoyed taking this course and learning more about form 8-K.
Anonymous
(Analyst)
Thoroughly covers when to file and what to disclose in an 8-K.
Anonymous
()
This course was informative yet simple to follow and direct.
Hannah Niman
( at Live Nation Entertainment)
great text, should be even more useful for future reference
Jennifer LeBeau
( at Twitch)
Very succinct despite a lot of information, and helpful
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Kelen CamehlCPA, MBA
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