How To Read a Company 10Q Financial Report Required by SEC

Chris Benjamin, Instructor, MBA and CFO

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15 Videos (1h 31m)
    • Course Introduction

      1:36
    • Instructor Introduction

      2:47
    • Introduction to the 10Q

      5:47
    • Deadlines for 10Q

      4:52
    • Introduction to Apple

      4:42
    • Introduction to the AAPL 10Q

      5:56
    • Financial Statements

      9:44
    • Notes 1 and 2

      11:16
    • Item 1 Notes 3 11

      13:04
    • Item 2 MD&A

      11:03
    • Item 3 and 4

      2:44
    • Item 1 and 1a Legal and Risk Factors

      8:45
    • Items 2 to 6

      3:40
    • Course Conclusion

      3:28
    • Assignment

      1:07

About This Class

Paul R says  “Must have knowledge for anyone trying to make sense of a Form 10-Q report”

John V says "Helpful course. Now I understand far better how to read a Q.  Chris has saved me time and energy now that I can easily read through a 10Q.  The concepts are far easier than I expected"

The Securities and Exchange Commission has several reporting requirements for public companies, one of which is the filing of a 10Q, or Form 10-Q, every 3 months.  Often this report is 50+ pages, and full of valuable, and not so valuable, information.  Learn how to dissect this report by following along as we use Apple as a case study. 

This course is in 2 main sections.  

First, we learn all about the 10Q overall.  

  • Who is the SEC
  • What are the deadlines for a 10Q
  • What are the sections of the 10Q
  • Who is required to file a 10Q
  • What is the process 

Second, we go through, section by section, the 10Q report for Apple. 

  • Review each and every page of Apples 10Q
  • Point out the areas that are most important to focus on
  • Also show which areas can be skimmed over
  • Denote the common threads between all 10Q filers
  • Determine any oddities in Apples 10Q
  • And Much Much More!

Learn the in's and out's of reading a 10Q.  There are several parts and items included, with some being far more intense and interesting than the others.  Become a pro at reading a company 10Q report with this course. 

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

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Chris Benjamin

Instructor, MBA and CFO