Creator(s): Elliott, John A. Linder, Eric P. Diermeier, Jeffrey J. Larson, Tom Blake, Robert Krugman, Robert White, John W. Newsome, Mark Young, Donald M. Berkeley, Alfred R. , III Callan, Chuck Huh, Elmer Moran, Michael Skutinsky, Michael Burge, John M. ,III LaMonte, Mark
Publisher: Zicklin Center for Corporate Integrity, Bernard M. Baruch College
Date: 2007-04-11
Description: This event begins with presentations and demonstrations on how XBRL (eXtensible Business Reporting Language) can be used for equity research and analysis. The regulators and buy and sell side representatives talk about how XBRL will be implemented and used by analysts and investors. The program is presented by NYSSA's (New York Society of Security Analysis) Improved Corporate Reporting Committee.
The event takes place on April 11, 2007, at the Baruch College Vertical Campus, Room 14-220.
Agenda:
00:00:00 Opening Remarks
John A. Elliott, Dean, Zicklin School of Business, Baruch College
Eric P. Linder, CFA, President, SavaNet
00:10:43 Speech: Achieving the Potential of XBRL for Investors and Analysts
Jeffrey J. Diermeier, CFA, President and CEO, CFA Institute
00:27:38 Presentation: XBRL from the Investor & Analyst Perspective
Tom Larson, Chairman, CFA Institute XBRL Working Group
00:46:59 Demonstrations: XBRL in Use for Investment Research
Robert Blake, Vice President, XBRL US, Inc. - SEC Viewer
Robert Krugman, Senior Vice President, EDGAR Online - Spreadsheet Add-in
Eric P. Linder, CFA, President, SavaNet - XBRL Analyst
01:21:24 Speech
John W. White, JD, Director, Division of Corporation Finance, SEC
01:38:05 Regulatory Panel: Implementing XBRL for Regulatory Reporting
Moderators:
Mark Newsome, Director, ING Wholesale
Eric P. Linder, CFA, President, SavaNet
Panelists:
John W. White, JD, Director, Division of Corporation Finance, SEC
Jeffrey J. Diermeier, CFA, President and CEO, CFA Institute
Donald M. Young, Board Member, FASB
Alfred R. Berkeley, III, Board Member, XBRL US, Inc.
Chuck Callan, Vice President, Regulatory Affairs, Broadridge (formerly ADP)
02:28:40 Sell Side Panel: XRBL and the Analyst Research Process
Moderator: Elmer Huh, Senior Vice President, Lehman Brothers
Panelists:
Michael Moran, Vice President, Goldman Sachs
Michael Skutinsky, Executive Director, Rixml.org
John M. Burge, III, EVP, Director of Sales, Auerbach Grayson & Company, Inc.
Mark LaMonte, Vice President - Senior Credit Officer, Moody's Investor's Services
Subjects: XBRL (Document markup language) Business enterprises--Finance--Data processing Electronic data interchange
