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XBRL US Investor Forum: Improving Financial Analysis Through Structured Data Send this page to somebody Print this page
Start Date: 10/24/2016Start Time: 1:00 PM
End Date: 10/24/2016End Time: 7:00 PM
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Event Description:

About the Program

Attend this free, half-day forum for investors, analysts, financial data providers and others interested in how financial data standards are being used to improve business reporting. Hear the SEC’s Investor Advocate Rick Fleming in a keynote address and explore use cases using financial fundamentals in structured format in building ETFs, structuring databases and performing analysis.

Who Should Attend?

Investors, analysts, data providers, investor relations officers, analytical tool providers, XBRL community, regulators

Preliminary Agenda

Welcome & Introductions – 1:00 PM

Campbell Pryde, President and CEO, XBRL US

Keynote - 1:15 PM

Rick Fleming, Investor Advocate, U.S. Securities and Exchange Commission

Corporate Regulatory Reporting: Improving Data Quality - 1:45 PM

Thousands of public companies have been reporting their financial data in structured data format since 2009. More and more data providers rely on XBRL data as an efficient, cost-effective means to extract data from public company filings. The quality of structured data has been improving due to actions taken by regulators and by industry. This session will explore these initiatives, such as the use of inline XBRL and the XBRL US Data Quality initiative and their impact on the use of structured data for public company financials.

Moderated by Paul Penler, Executive Director, EY

Walter Hamscher, IT Manager, Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission

Mike Starr, Chair, XBRL US Data Quality Committee; Vice President, Governmental and Regulatory Affairs, Workiva

Analysis with Smart Data - 2:30 PM

Standardized data is computer-readable and less expensive to manage, allowing analysts and developers to improve the way they work and perform analysis that is difficult, if not impossible, using traditional datasets. During this session, we’ll examine how XBRL data lets analysts find information not available in traditional databases. You’ll also learn what a fundamental index is, how it differs from traditional price-driven indices and how structured (XBRL) data can streamline the building of fundamental indexes. Experts on this panel will give a technical explanation and demonstration.

Dan Gode, Clinical Associate Professor of Accounting, Leonard N. Stern School of Business, New York University

Radha Radhakishna, Founder, FAV Partners

Alex Rapp, co-Founder, Calcbench

Break - 3:30 PM

Structured Data Use Today - 3:45 PM

Hear specific use cases for standardized data from investors, data intermediaries, auditors and the media. Find out why structured data improves timeliness, accuracy and efficiency.

Moderated by Liam Power, President, Vintage, a Division of PR Newswire

Jack Ciesielski, R.G. Associates, Inc., Publisher of The Analyst's Accounting Observer

Joey French, President and Director of Product, Intrinio

Howard Kaplan, Division of Enforcement, U.S. Securities and Exchange Commission

Campbell Pryde, President and CEO, XBRL US

Gladimyr Sully, Senior Content Specialist, Thomson Reuters

Three Year Predictions for Data Standards - 4:45 PM

We know where data standards are now but what’s next? This session features a lightning fast data blitz of predictions about the next hot area for data standards. Blockchain? Smart contracts? Data visualization and non-traditional SEC data?

Seth Phillips, Director of Product, Bankchain

Campbell Pryde, President and CEO, XBRL US

Christine Tan, Co-Founder, idaciti

Networking Reception 5:15 PM

Co-sponsored by

XBRL USXBRL US is the non-profit consortium for XBRL business reporting standards in the U.S. and it represents the business information supply chain. Its mission is to support the implementation of XBRL business reporting standards through the development of taxonomies for use by U.S. public and private sectors, with a goal of interoperability between sectors, and by promoting XBRL adoption through marketplace collaboration. XBRL US has developed taxonomies for U.S. GAAP, credit rating and mutual fund reporting under contract with the U.S. Securities and Exchange Commission and has developed a taxonomy for corporate actions. Learn more at


Complimentary pre-registration is required to attend this program. Register online, by phone or e-mail:

  1. Complete the online registration form
  2. Call us at 646-312-3231
  3. E-mail us at

Location Information:
Baruch College - Newman Vertical Campus  (View Map)
55 Lexington Ave
New York, NY 10010
New York
Room: Room 14-220
Contact Information:
Name: Matthew LePere
Phone: 646-312-3231
  • Zicklin School of Business

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