You, Me and the SEC - Analyzing Financial Data

Saturday, July 30, 2022

8:00 AM EDT

Speaker(s)

JS

Juli Stahl

Research Services Manager
Akerman LLP
Orlando, Florida, United States
KM

Kevin Miles

Manager of Library Services
Norton Rose Fulbright
Dallas, Texas, United States
Mark Gediman

Reference Librarian
Alston & Bird LLP
Los Angeles, California, United States

PDF

Experienced CI professionals will delve into how the data found in SEC corporate filings can be used to provide analytical data for a report on a publicly held entity. The presenters will cover a range of research topics including basic tips and tricks for finding, understanding, and incorporating financial and other relevant information into a report. Attendees will learn tips for researching SEC filings and applying the information found in those filings, and how that data can be used in a competitive intelligence report. Attendees will learn how to analyze financial data found in a 10-K and amended 10-K filing, and how and why the information is relevant and can be used in a competitive intelligence report.

Learning Objectives:

Upon completion, attendees will have the ability to utilize at least 3 tips related to researching and applying SEC corporate filings.
Upon completion, attendees will have the ability to identify which, of at least 3 specific SEC forms, provide which data types and how the data can be used in CI.
Upon completion, attendees will be able to analyze financial data found in 10-K filings, and understand how & why the information is relevant to a CI report.