XBRL US conducts in-person training workshops to teach preparers how to create XBRL filings for submission to the SEC. This single-day hands-on session shows you how to use taxonomies, convert your primary financial statements and block tag your footnotes in XBRL format.
Schedule:
Westin San Francisco Market Street (map)
50 Third Street
San Francisco, CA 94103
- Register NOW for Monday, November 8 - Philadelphia
NOTE: this workshop precedes our National Conference - register for both events and save $495!
Philadelphia Marriott Downtown (map)
1201 Market Street
Philadelphia, PA 19107
Cost: $895 per person for the 8-hour workshop includes breakfast, lunch, & snacks.
CPE: Earn 8 CPE Credits
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 a laptop that meets or exceeds the requirements below for use during the workshop and will need to install software applications prior to the workshop – software will be made available online for downloading.
- Windows XP Pro with Service Pack 2, Vista Business, Ultimate, or Enterprise or Windows 7 Professional or Ultimate operating system
- At least 2 GB of RAM
- Intel Pentium 4 or higher / AMD Athlon/Duron or higher CPU
- 300 MB hard disk space available
- Java version 6 or higher, verify installed version here: http://java.com/en/download/installed.jsp
- Microsoft Excel and Word (2003/2007 Professional)
- Wireless network capability
XBRL US, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
Learn more about XBRL US CPE Policies