2019 SEC and PEZA Updates

This course will keep you updated of the latest rulings, issuances and advisories released by the Securities and Exchange Commission (SEC) and the Philippine Economic Zone Authority (PEZA), especially the Revised Corporation Code recently signed into law, and develop these knowledge and application of the principles and concepts of tax and governmental regulations. This course runs from March 29, 2019.

Non editable automatic button

Access for 3 months

3.0 CPD units

Course description

The course is divided into two (2) parts:

1. 2019 SEC Updates

a. 2019 SEC Notices

b. 2019 SEC Memorandum Circulars

2. 2019 PEZA Updates

Course benefits

The course has a ‘Check Your Understanding’ Course Quiz for every section, and a Final Assessment at the end of the course, which will allow you to test what you have learned throughout the course and put your learning into practice.
The 2019 SEC and PEZA Updates e-learning course has 3.0-equivalent CPD units, which is accredited by the Professional Regulation Commission (PRC) and the Board of Accountancy (BOA).

Why take this course?

Completing the course will enable you to comply with the SEC and PEZA legislation and, where possible, identify efficient solutions and recommendations in the management of SEC and PEZA compliance and reportorial requirements.

The course is aimed at those who require a working knowledge of statutory reporting and government compliance with the SEC and PEZA, and will be useful for:

· Finance Directors/Controllers/Head of Finance

· Accountants

· Bookkeepers

· Tax Practitioners and Consultants

· Auditors

· Business Owners and Managers

· Entrepreneurs, Professionals and Students

What will I learn?

This e-learning course of the 2019 SEC and PEZA updates will help you to keep update of the latest rulings, issuances and advisories released by the SEC and PEZA, and develop these knowledge and application of the principles and concepts of tax and governmental regulations.

Frequently asked questions

When does the course begin?

This class is self paced. You can begin whenever you like and then follow your own pace. It's a good idea to set goals for yourself to make sure you stick with the course.

How long will the course be available?

This class is available from March 29, 2019 and certificates issued from this date.

Can I skip individual videos? What about entire lessons?

Yes! The point is for you to learn what YOU need (or want) to learn. If you already know something, feel free to skip ahead. If you ever find that you're confused, you can always go back and watch something that you skipped.

What should I do while I'm watching the videos?

Learn actively! You will retain more of what you learn if you take notes, draw diagrams, make notecards, and actively try to make sense of the material.

This course cannot be used and distributed freely by those registering with the site, as well as altered from the original form, subject to the terms of the CPDPhilippines instructor’s copyright over the material.

Created by

Kathleen O. Perez

Manila, Philippines

Kathleen graduated with Honorable Mention from the De La Salle University-Manila where she earned her double Bachelor of Science degrees in Applied Economics and Accountancy, and was awarded with Best Thesis in Accounting by E&Y / SGV & Co. in 2006 and Best Position Paper in the 3rd Asia-Pacific Young Economists Convention.

Thereafter, she passed the CPA board exam and worked as an Associate Director in the Tax Reporting and Operations Group of E&Y Philippines (SGV & Co.) where she gained significant knowledge and experience in financial statements and government taxes compliance and controls audit, tax return preparation, income tax review, and tax advisory engagements for six (6) years. She handled and led audit engagements for various multinational companies (MNCs), among of which were engaged in the following industries:

1. Business Process Outsourcing (BPO)

2. Call Centers / Contact Centers

3. Marketing / Advertising

4. Telecommunication

5. Holdings

6. Manufacturing

7. Broadcast Communications and Entertainment

8. Real Estate

9. Wholesale / Retail / Distributorship

10. Information Technology (IT)

11. Manufacturing

12. Power, Oil and Energy

13. Mining

14. Shipping

15. Pharmaceutical

16. Services

17. Special Economic Zones (e.g., PEZA / BOI registered entities)

Kathleen also worked as a Director for Accounting, Tax and Payroll for more than two (2) years in a business consulting firm assisting foreign investors in starting and doing business in the Philippines. This experience further enhanced her skill and expertise in building and maintaining great client relationships, and helping clients resolve their accounting and tax issues, and identify tax-saving opportunities as a value-adding work for them.

Currently, Kathleen is the Managing Partner of her own accounting & auditing firm, Perez & Sardoncillo, Certified Public Accountants (http://www.pns-cpas.com) which started operations in May 2016. Perez & Sardoncillo, Certified Public Accountants (PnS) is a general professional partnership (GPP) accounting & auditing firm in the Philippines, which provide timely and quality accounting, bookkeeping, taxation, payroll, advisory/consulting, business registration, and audit and assurance services to start-ups, small and medium enterprises (SMEs), domestic corporations, foreign corporations such as branch and representative offices, as well as practicing independent professionals and individual business owners in the Philippines.

She is also a Resource Person at the Philippine Institute of Certified Public Accountants (PICPA) which is the national association for all CPAs in the Philippines playing a big role in upholding the standards and quality of the CPA professional practice, and at the Professionals of the Future (POF) which provides the avenue, guidance, tools, techniques, network, training, seminars and certifications for the accounting professionals to be extraordinary. In addition, she was a Writer Contributor to the online publication of the Association of Certified Public Accountants in Public Practice (ACPAPP).

She was awarded in August 2016 with a Management Executive Dean's ASEAN Scholarship for a Master's degree in International Taxation and Finance in the UK.

In December 2017, Kathleen was also awarded with the Entraprofessional Award 2017 at the Philippine Tax Congress 2017 for being an inspirational leader who made a difference, and extraordinary contributions and performance in the Accounting industry. On the same event, she was a distinguished guest speaker for Taxation.

She is featured as well in the book publication "Entraprofessional Accountants 50 Stories" as the Young Accountant-Entrepreneur to Watch in 2018.

Kathleen is both a BIR-accredited CPA tax practitioner and a BOA-accredited CPA in Public Practice.

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2019 SEC and PEZA Updates