The SEC Professionals Group is a community of over 7,100 financial reporting professionals from over 3,000 companies who prepare SEC filings. It was founded in 2008 to provide a forum for members to discuss challenging accounting issues. Members meet quarterly in 38 local chapters and via webcast to share best practices. The membership has grown rapidly since 2009 and includes professionals from a variety of industries and company sizes. The group is sponsored by organizations that support the mission of advancing expertise and resources for financial reporting professionals.
The Connecticut Society of CPAs is the state’s premier professional association for accounting and finance professionals.
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Chapter Building Workshops were offered to BDPA leaders at the 3rd quarter National BDPA board of directors meeting in 2001.
The session on 'Leadership' was led by (then) BDPA Cincinnati chapter president-elect Gina Billings.
The Connecticut Society of CPAs is the state’s premier professional association for accounting and finance professionals.
We’re committed to continuously expanding and enhancing our programs and benefits to make sure we’re delivering a strong return on investment for your CTCPA membership. Explore the benefits of membership and join us today!
GTEC Presentation: “Future Role of the CIO” delivered by Sharon Squire, Executive Director, Service and GC 2.0 Policy and Community Enablement Division, Chief Information Officer Branch, Treasury Board Secretariat.
Chapter Building Workshops were offered to BDPA leaders at the 3rd quarter National BDPA board of directors meeting in 2001.
The session on 'Leadership' was led by (then) BDPA Cincinnati chapter president-elect Gina Billings.
CoreNet Global is the world’s leading association for corporate real estate (CRE) and workplace professionals, service providers and economic developers. Over 8,000 members, who include 70% of the Fortune 100 and nearly half of the Forbes Global 2000, meet locally, globally and virtually to develop networks, share knowledge, learn and thrive professionally.
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On-demand available here: bit.ly/2iklNR2
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2018 IABC First Quarter Report: See what IABC is doing to advance the profession, create connection and develop strategic communicators around the world.
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2. What is XPX London?
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4. Live Case Study – Founder/Owner Perspective
5. XPX London Membership/Activities 2019 & Vision 2020
6. Networking, Canapés and Drinks
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CoreNet Global is the world’s leading association for corporate real estate (CRE) and workplace professionals, service providers and economic developers. Over 8,000 members, who include 70% of the Fortune 100 and nearly half of the Forbes Global 2000, meet locally, globally and virtually to develop networks, share knowledge, learn and thrive professionally.
Case Study: CPA Australia, Career Guidance System - Tony Gleeson WileyProLearn
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On-demand available here: bit.ly/2iklNR2
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2018 IABC First Quarter Report: See what IABC is doing to advance the profession, create connection and develop strategic communicators around the world.
Executive Peer Forum - Mexico City Global Inroduction V1.2cynkaplan
The Executive Peer Forum™ offers key executives a secure consultative group of true peers, including expatriate heads of multinationals, entrepreneurs and heads of global corporate divisions, for a diveerse and global perspective. The Forum focus is on addressing key business goals and managing challenges with the combined experience and wisdom of the group and its expert moderator.
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1. What is XPX – Exit-Planning Exchange?
2. What is XPX London?
3. Professional adviser collaboration – experience how it works
4. Live Case Study – Founder/Owner Perspective
5. XPX London Membership/Activities 2019 & Vision 2020
6. Networking, Canapés and Drinks
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This will be used as part of your Personal Professional Portfolio once graded.
Objective:
Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
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Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
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A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
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June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...
SEC Pro Group Media Kit
1. SEC Professionals Group
2016 Media Kit
The preeminent group for financial reporting
professionals—learning from each other and
sharing best practices.
2. WHO WE ARE
The SEC Professionals Group is a community of in-house professionals who actively prepare and file financial
reports with the U.S. Securities and Exchange Commission.
The purpose of the community is to foster communication between members on matters of common
professional interest.
We are a rapidly growing, dynamic group of external reporting professionals from a diverse group of
industries. Currently, we have over 7,100 individual members from over 3,000 companies across the country.
3. HOW WE STARTED
Joe Howell, Co-Founder
It all began in the Silicon Valley in mid-2008. Joe Howell, co-founder of Workiva, was
ruminating on how challenging it was for SEC reporting professionals to resolve their
issues and demands with limited internal resources. He noted that when dealing with
highly technical accounting or disclosure issues, a dialogue with other experienced
professionals is often needed to flush out answers. Even in the largest companies, there
are often a limited number of technically proficient individuals. For middle market and
smaller companies, it is even more challenging. The large accounting firms have the
greatest concentration of technical competency, but in many cases, reporting teams
are not yet ready to reach out to their auditors.
4. After informal discussions with a number of reporting teams, Howell convened a meeting of SEC
reporting professionals in December of 2008 at the East Palo Alto offices of DLA Piper. The initial
group of seven companies included Apple, eBay, Electronic Arts, HP, Intel, Maxim Integrated
Products, and Symantec.
The stated purpose of the meeting was to provide a safe forum to discuss challenging accounting
and reporting issues and to provide a resource for confidential and open discussion. The discussion,
collaboration, and peer–to–peer conversation was fruitful. The group agreed to meet on a quarterly
basis and to expand.
HP hosted the second quarterly meeting, with a significant increase in attendance. It became clear
that the SEC Professionals Group addressed an unmet need amongst reporting professionals, and
member feedback indicated a high interest in continuing to expand the group.
HOW WE STARTED
5. The SEC Professionals Group meets quarterly to discuss challenging issues facing financial
reporting professionals, including IFRS, SEC comment letters, XBRL, changes to accounting rules,
and other member-driven topic suggestions.
WHAT WE DO
• A member-driven organization that is actively involved in benchmarking best practices
• Bringing professionals together in a collaborative, congenial environment
• Providing cutting-edge, practical information on highly technical, esoteric financial
reporting issues
• Sharing case studies and hands-on experience to make on-the-job challenges
more manageable
• Networking to share best practice technology solutions that streamline and enhance the
financial reporting processes
About the SEC Professionals Group:
6. The SEC Professionals Group is a members-only, invitation-only group
for individuals involved in overseeing or preparing financial reports.
Meeting conversations are off-the-record and remain within the group.
On average, members include two or more reporting professionals
per company. We encourage the entire reporting team to join!
Members attend in-person meetings at 38 local chapters around the
country. Members may also participate remotely via our live webcast.
CPE is offered.
MEMBERSHIP IS EXCLUSIVE
7. So that members may connect with each other outside of quarterly meetings, a confidential,
password-protected membership directory has been created on a secure website: secprofessionals.org
Members also have the option to connect with each other via our SEC Professionals LinkedIn group.
There is no charge to join the SEC Professionals Group or to attend meetings. Our sponsors underwrite
the cost of programs and events.
PROFESSIONAL CONNECTIONS
Added Value for Members–CPE Credits
With our partner SmartPros, the SEC Professionals Group offers CPE credits to
members who attend our meetings or participate remotely in the webcast.
8. The SEC Professionals Group offers many opportunities to participate in events throughout
the year, including:
• Quarterly, national meetings hosted in different locations around the country
• National, live webcast streaming from the meeting host location
• Local chapters host lunch and learn networking sessions throughout the year
• Additional training opportunities
EVENTS
9. CHAPTERS
Atlanta
Austin
Bay Area: Silicon Valley
Boston
Charlotte
Chicago
Cincinnati
Cleveland
Columbus
Dallas
Denver
Detroit
Fort Worth
Houston
Indianapolis
Kansas City
Las Vegas
Los Angeles
Milwaukee
Minneapolis-St. Paul
Nashville
New Jersey
New York: Tri-State Area
Northern Virginia-Metro D.C.
Omaha
Orange County, Calif.
Phoenix
Portland
Salt Lake City
San Antonio
San Diego
San Francisco
Seattle
South Florida
Spokane
St. Louis
Tampa
Tulsa
SEC
Professionals
Group Member
Titles
SEC
Professionals
Group Member
Industries
Other 1%
Vice President 10% Assistant Controller 4% Utilities 7% Banking 10%
Basic Materials 8%
Finance 11%
Healthcare 7%
Manufacturing 9%
Other 7%Retail 9%
Services 7%
Technology 25%
Controller 7%
CFO/CAO 15%
Manager 27%
Director 18%
Analyst 8%
Accountant 10%
11. VALUE PROPOSITION FOR SPONSORS
Sponsors receive the following benefits:
• Share marketing materials and/or collateral at quarterly meetings and local chapter meetings
• Invitation for sponsor representatives to attend quarterly meetings in their regions
• Promotional gift offering at meetings
• Logo displayed on home page of SEC Professionals Group website
• Brief description of company and services on SEC Professionals Group website
• Communication with membership via the SEC Professionals Group website based on sponsorship level
• Expertise/content on SEC Professionals Group website and/or LinkedIn
• One email per year to SEC Professionals Group regional membership list
• Sponsor content may be included in quarterly newsletters
• Mention of sponsors in all SEC Professionals Group emails
• Logo on all SEC Professionals Group quarterly newsletters, based on membership level
• Access to names, titles, and mailing addresses of members in their regions
12. MEMBERSHIP BENEFITS SUMMARY
The SEC Professionals Group is a community of
in-house professionals who actively prepare and
file financial reports with the U.S. Securities and
Exchange Commission.
The purpose of the community is to foster
communication between members on matters of
common professional interest, including:
• Collaboration
• Shared learning
• Intellectual capital
• Cutting-edge technology and information
• Building professional communities
The SEC Professionals Group is the preeminent
group in the country providing these resources for
in-house financial reporting professionals.
Sponsor Contributions:
Organizations who will be considered for
sponsorship are those that have the ability to
advance the mission of the SEC Professionals
Group, i.e., membership growth, industry
expertise, financial and in-kind support, including
hosting meetings.
Sponsors will actively promote the SEC
Professionals Group to clients and in professional
financial reporting circles.
13. For more information, please contact:
Camille Kearns Rudy
National Director
SEC Professionals Group
camille.rudy@secprofessionals.org
