XBRL US announced that they will present a 1 ½ day conference, GovFin 2024: Municipal Reporting Workshop, on Monday and Tuesday, July 29-30, 2024. The workshop aims to address the implications of the Financial Data Transparency Act (FDTA) on municipal bond market stakeholders, from government bond issuers to portfolio managers and analysts to regulators. The […more]
This 1½ day workshop on July 29 and 30 in New York City will address the implications of the Financial Data Transparency Act (FDTA) for stakeholders: governments, municipal analysts and portfolio managers, data and analytics tool providers, and regulators.
Seating is limited and early pricing ends May 31 – register today!
March, 2024 The SEC published the final rule on climate-related disclosures for investors. The new rule, The Enhancement and Standardization of Climate-Related Disclosures for Investors requires electronic (XBRL) tagging of climate-related disclosures including narrative disclosures of material risks, mitigation, oversight, and targets, for all companies. Reporting of scopes 1 and 2 greenhouse gas (GHG) emissions […more]
February, 2024 Climate disclosure rule on the agenda for SEC Open Meeting. On Wednesday, March 6, 2024, during the Securities and Exchange Commission Open Meeting, the Commission will consider the proposed rule, “The Enhancement and Standardization of Climate-Related Disclosures for Investors“. The meeting will be webcast so be sure to check the SEC website on […more]
Regulators require the use of many different entity identifiers, from the LEI to the CIK to the DUNS to the UEI. Likewise, they use many different securities identifiers, from the CUSIP to the FIGI to the ISIN. Identifiers in use today may be open-source or commercially used. They may be globally used or limited to […more]
January, 2024 California Senate Bill 253 mandates GHG emissions reporting by companies doing business in the state. The Climate Corporate Data Accountability Act (SB 253) requires companies with revenue of $1 million or more to report GHG emissions, scopes 1, 2, and 3. While the legislation does not call for structured data reporting, it provides […more]
Ten tips & techniques for using the XBRL API
Everyone appreciates a good tip. Get some insights that could improve your use of the XBRL API to explore and research our collection of reports copied from the US SEC, FERC and XBRL International’s ESEF Filing Index.
December, 2023 Happy New Year, and welcome back from the holidays! We’re excited about the opportunities ahead in 2024 – here’s a short preview of what to expect: Continued support for the Financial Data Transparency Act (FDTA), with planning underway for a workshop in Colorado focused on government reporting, ongoing engagement with FSOC agencies, legislative […more]
The Securities and Exchange Commission (SEC) has published the second FDTA Semi-Annual Report to Congress. The report notes that there are 54 forms, schedules, and statements containing disclosures required under Securities Act Section 7, Exchange Act Section 13, or Exchange Act Section 14. Three-quarter (42) of these forms, schedules, and statements require some machine-readable data. […more]
By Christine Kuglin JD, LLM, CPA, Director – Truth in Accounting – Daniels College of Business, University of Denver For those of you who have ever used the online app, “NextDoor”, you probably know the benefits of keeping in touch with neighbors. The app, which is a subscriber-only network, offers up handy tips, lets residents post […more]
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the business reporting standard
