Surgent's SEC Form 8-K: When to File and What to Disclose

Course Details

Date

Thursday, May 1, 2025 – Thursday, April 30, 2026

Field of Study

Accounting

Course Number

SU0460

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

This course provides an overview of the SEC Form 8-K. This is a broad form used to notify investors in U.S. publicly traded companies of certain events that may be important - generally within four business days of the respective triggering event. This course provides a detailed look at the events that require a Form 8-K filing, the relevant disclosures, and presents a number of examples to help illustrate disclosure of these events.

Highlights

  • The overall purpose of the Form 8-K
  • Triggering events for filing the Form 8-K
  • Filing deadline for the Form 8-K

Objectives

  • Recognize the overall purpose of the Form 8-K
  • Identify the time period in which a Form 8-K must be filed with the SEC
  • Recognize the events that require the filing of a Form 8-K
  • Identify overall disclosure requirements for triggering events requiring a Form 8-K

Designed For

Financial practitioners who want an overview of the SEC Form 8-K

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$129.00
Your Price $129.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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