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
21 Reviews (98 ratings)
Reviews
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.
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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- Phone: 408-400-3993
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