Description

This course provides an in-depth look at Management’s Discussion and Analysis (MD&A), highlighting its critical role as a narrative supplement to financial statements that offers essential context for understanding a company’s financial performance and position. It covers key elements of MD&A, such as liquidity, capital resources, and results of operations. The course also presents best practices for drafting effective MD&A as well as common challenges, including managing forward-looking statements, estimating critical accounting estimates, and navigating legal considerations.

This course is a part of Form 10-K Series Courses. The other courses of this series are:

1. Form 10-K Series – Introduction to SEC Form 10-K Requirements (Text Based Course)
2. Form 10-K Series – Detailed Analysis of the Financial Statements Section (Text Based Course)
3. Form 10-K Series – Management’s Discussion and Analysis (MD&A) (Text Based Course)
4. Form 10-K Series – Risk Factors, Controls, and Corporate Governance Disclosures) (Text Based Course)

NOTE: There is a 4 CPE Credit Hours combined course also available:
The Essential Guide to SEC Form 10-K – Compliance, Disclosures, and Best Practices (Text Based Course)