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SEC Filings Master Class: Online, Oct. 8-10

The Particulars

When: Oct. 8-10, 2013.
One hour a day at
either noon or 4 p.m. ET.
(This webinar was originally
scheduled for Sept. 17-19, but
has since been changed.)

Where: Online

Instructor: Michelle Leder,
editor and founder of
Footnoted.com

Registration is now closed.

Did you miss our live sessions?

Check out archived recordings and materials at the self-guided training page.

Photo by flickr user Images_of_Money

Covering public companies involves plowing through the documents they file with the Securities and Exchange Commission (SEC). Have you ever wondered if you’re missing good stories because you don’t know where or what to look for?

This free webinar with Michelle Leder, who makes her living unearthing news in SEC filings, is designed to help you feel more confident in your SEC-document sleuthing. In just one hour a day Oct. 8-10, you’ll enhance your ability to spot red flags in SEC filings.

IS THIS WEBINAR FOR YOU?

This training is for reporters and editors who already have a basic understanding of and familiarity with SEC documents. If you wonder whether this training is at your level, please see the recordings of a similar webinar that Leder taught last year.  We are building a guide to SEC documents, written by veteran business journalist Theo Francis. The first two primers are on the proxy and the 10-Q. 

WHAT YOU WILL LEARN

  • At least four things to look for in Form 10Ks that can result in good stories
  • At least four things to look for in proxies that can result in good stories
  • At least four things to look for in Form 10Qs that can result in good stories

AGENDA

For each of the documents below, Leder will point out at least four key things to watch for that can produce good stories. She’ll offer examples of stories that have been done, point out where to find these types of stories in the fine print of the SEC document and offer attendees a chance to practice finding the news themselves.

  • Oct. 8: Form 10-K, or the annual summary of the company’s performance, is filed within 60 days of the end of its fiscal year.
  • Oct. 9: Proxy, or Schedule 14A, provides information to shareholders before the annual meeting. It includes executives’ compensation.
  • Oct. 10: Form 10-Q, or the quarterly summary of the company’s performance, is filed within 35 days of the end of each of its first three fiscal quarters. This session will also touch on other key filings.

There will be a short homework assignment each night. Those who submit correct answers all three times will be entered in a drawing for Leder’s book, Financial Fine Print: Uncovering a Company’s True Value.

Michelle Leder

YOUR INSTRUCTOR

Michelle Leder launched Footnoted.com (originally Footnoted.org) in 2003 to take “a closer look at the things that companies try to bury in their routine SEC filings,” according to the website. Its launch coincided with the release of her book, Financial Fine Print: Uncovering a Company’s True Value. Morningstar bought the site in 2010, but Leder bought it back in 2012. A longtime presenter for the Reynolds Center, she spent 10 years as a reporter and editor at daily newspapers in Florida, Connecticut and New York before launching a freelance career and the Footnoted website. She holds a degree in economics from Brandeis University.

FIRST-TIME ATTENDEES

Check out our Technology Help Page for connectivity requirements, helpful tips and an instructional video on how to access Reynolds Center webinars. You will receive an email with the URL and instructions on how to join the session. We archive recordings of all our training at http://bit.ly/self-guided-training.

ABOUT THE PROGRAM

This free webinar is sponsored by the Donald W. Reynolds National Center for Business Journalism at the Walter Cronkite School of Journalism and Mass Communication at Arizona State University.

The Reynolds Center is funded by a grant from the Donald W. Reynolds Foundation in Las Vegas. Besides its free regional workshops and online training, the center runs BusinessJournalism.org, offering daily tips, training and resources for those who want to do a better job of covering business.

Those who successfully complete three regional workshops or webinars presented by the Reynolds Center are eligible to receive a “Circle of Achievement” award certificate. If you have any questions about the webinar or the center, please email Executive Director Linda Austin or call 602-496-9187.

In Calendar: Workshops, Webinars, Investigation, Training.

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