SEC Filer Training Workshop

XBRL US is conducting in-person training workshops to teach preparers how to create XBRL filings for submission to the SEC. This hands-on session shows you how to use taxonomies, convert your primary financial statements and block tag your footnotes in XBRL format.

Where, When & How Much:

  • Wednesday, September 16, 2009
    San Francisco, California
    Hotel Nikko (google map)
    222 Mason Street
    San Francisco, CA 94102

    Price $795 - register today CPE Credit available!

Who should attend? CFOs, Controllers, External Reporting Managers, and finance staff members who have direct responsibility for implementing SEC XBRL filing requirements.

What you will learn

  • How to plan, scope, budget and identify resources to meet the expected SEC mandate
  • How to create an XBRL-formatted financial statement, including footnotes

Workshop agenda

  • Overview of XBRL
  • The SEC rule proposal
  • Planning considerations – filing requirements, timing, resources, software and services
  • Building an instance document – step-by-step
    • Mapping financial statements to taxonomies
    • Creating taxonomy extensions
    • Tagging financial statements
    • Validation
    • Filing XBRL-formatted documents

Requirements: Attendees will be required to bring their own laptops for use during the workshop. Attendees will need to install software applications prior to the workshop – software will be made available online for downloading.

Find additional information at XBRL.us.

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