AI and Structured Data Forum: Optimizing Performance

Machine learning has already made dramatic changes in businesses worldwide, including in the accounting community. Auditors are using artificial intelligence to improve workflow for themselves and their clients, from corporate to government.

co-produced with

This forum, co-produced by the Center for Research toward Advancing Financial Technologies (CRAFT) and XBRL US, will explore how structured, standardized data improves the ability of large language models to accurately and consistently understand data, and facilitates data interoperability for reduced friction in decentralized finance applications like blockchain.

Agenda

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Speakers

Brian Crowley, Managing Director, Deloitte & Touche LLP
Brian Crowley leads the Data Science group within Audit & Assurance (A&A) Technology and Transformation. To help elevate audits and enhance operational excellence, the Data Science team designs, develops, and deploys artificial intelligence (AI) and machine learning capabilities, including Generative AI.

Dr. Zachary Feinstein, Associate Professor in the School of Business at Stevens Institute of Technology
Dr. Feinstein serves as the Director of the FinTech Certificate and Co-Directors of the Doctoral Programs in the School of Business at Stevens Institute and is the Secretary/Treasurer for the INFORMS Section on Finance. Prior to joining Stevens Institute, Dr. Feinstein earned his Ph.D. from Princeton University in 2014 and was a faculty member at Washington University in St. Louis from 2014-2019. He has published numerous works in financial systemic risk, decentralized finance, and machine learning. Dr. Feinstein has written multiple articles on financial topics related to popular fiction; these works have been highlighted on Bloomberg TV, the New York Times, and the Wall Street Journal among many other prominent news outlets.

Rob Krugman, Chief Digital Officer, Broadridge Financial Solutions
As Chief Digital Officer for Broadridge Rob leads digital strategy and innovation. These teams work to define and iterate transformative digital strategies, research and incubate new products and create disruptive client experiences on behalf of our clients. By leveraging new technologies and supplementing traditional channels with new and emerging digital approaches towards execution and engagement. Rob’s team helps businesses disrupt business models, reduce costs, improve customer relationships and make every touchpoint a meaningful interaction. Rob holds several patents and is a frequent speaker on digital transformation, Web 3.0, the API economy, identity management, design based thinking and omni-channel communications. Rob is a member of the advisory Board of the Engineering and Computer Science School at SUNY Oswego and through Broadridge works closely with Cornell as a sponsor of their Fintech program.

Dr. Xiao-Yang Liu, Director of SecureFinAI Lab, Columbia University
Dr. Xiao-Yang Liu is a researcher of SecureFinAI Lab, Columbia University. His research interests include deep reinforcement learning, high-performance computing, and quantum computing. He leads several popular open-source projects, such as FinGPT, FinRL, and FinBen.

Julie Marlowe, CPA, Assistant Director, Office of Structured Disclosure, Division of Economic and Risk Analysis, Securities and Exchange Commission (SEC)
The SEC’s OSD collaborates with other SEC staff on designing data structuring approaches for required disclosures and supports the SEC’s data collections and usage by designing taxonomies, validation rules, and applications for conducting data analyses. Further, OSD performs data quality assessments and participates in rulemakings that intersect with structured disclosure and standard identifiers.

Ms. Marlowe joined DERA as a senior staff accountant and managed taxonomies and led data quality assessment efforts. She also participated in rulemaking and assisted with developing analytical applications. Prior to her time in DERA, Ms. Marlowe reviewed filings to monitor registrants’ compliance with disclosure and accounting requirements in the SEC’s Division of Corporation Finance. Before joining the SEC, Ms. Marlowe was an assurance manager at KPMG, LLP. Ms. Marlowe is a Certified Public Accountant and serves as an observer on the Financial Accounting Standards Board’s Taxonomy Advisory Group.

Jason Meyers-Lead Architect, Auditchain Labs AG.
Jason is the creator of Pacioli.ai, an AI regulatory disclosure automation platform featuring the world’s first decentralized physical infrastructure (“DePIN”) that validates machine-readable regulatory disclosures. Jason is also a member of the XBRL US Digital Asset Working Group whose mission is to design and develop the disclosure taxonomies that will operationalize the GENIUS
and CLARITY Acts.

Jason has broad based investment banking and venture capital experience. He took public Alexion Pharmaceuticals which was acquired by AstraZeneca for $40 billion, Medarex, Inc which was acquired by Bristol Myers for $2.5 billion, VCA which was acquired by Mars, Inc. for $9 billion and many others. Jason founded one of the first FinTech investment banks in 2008. He built the world’s first regulatory compliant multi-jurisdictional automated equity compensation plan administration platform. His clients included Facebook, Kayak, Steve Madden, Rowan Cos and SIMS Metal Management. Jason also built one of the first automated quantitative XBRL based fundamental research platforms which provided actionable research on over 11,000 public companies around the world. Jason began incubating Pacioli.ai in April 2017 after a long and extensive observation of what he believed to be significant deficiencies in traditional audit standards and financial reporting practices. Jason believed that the field of accounting, audit and financial reporting was ripe for disruption when he first read Ian Grigg’s theory of triple entry accounting. Jason spends a significant amount of his time examining the vectors across the accounting, audit and reporting information supply chain.

Campbell Pryde, President and CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Campbell led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Campbell joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based valuation framework. He has been involved with XBRL since 2001, and served as Chairman of the XBRL US Domain Steering Committee during the critical initial build of the US GAAP Taxonomy under contract with the Securities and Exchange Commission. Prior to joining Morgan Stanley, Campbell was a Partner in the Risk and Advisory Practice of KPMG LLP. He is a member of the New Zealand Institute of Chartered Accountants.

Dr. Steve Yang, Associate Professor of the School of Business at Stevens Institute of Technology; Director, CRAFT
Dr. Yang holds a Ph.D. in Systems and Information Engineering from University of Virginia with concentration on Financial Engineering. His research has been focused on understanding markets’ irrationality and its impact on trading, portfolio, risk management, and systemic risk using decision science tools such as Markov decision processes, reinforcement learning, and other artificial intelligence (AI) methods. His research has been funded by a variety of NGOs, government agencies and industry firms such as, NSF, SWIFT, IRRC, IAAER, CFTC, DoD, Accenture, Northrop Grumman, KPMG, etc. He graduated at the top of his class with a B.S. degree in Aerospace Engineering from the Beihang University.

Dr. Yang is currently the Director of the Center for Research toward Advancing Financial Technologies (CRAFT) established by Stevens Institute of Technology and Rensselaer Polytechnic Institute, co-sponsored by the National Science Foundation (NSF). He has worked with several major federal financial regulators such as, the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and Treasury in the capacity as either a research consultant or visiting scholar. He currently serves as an Associate Editor for European Journal of Finance. He also served as the Associate Editor for Expert Systems With Applications (ESWA) journal, the guest editor for Quantitative Finance journal, and NSF review panelist in the past. His research has been published on journals such as Quantitative Finance, Decision Sciences, Journal of Banking & Finance, Expert Systems with Applications, European Journal of Finance, Neurocomputing, etc.

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