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The Regular Director Nominees profiled below who are elected by XBRL US Organizational Members will join the following Founding Member Directors as part of the XBRL US Board of Directors: Barry Melancon – President and CEO, AICPA; Jeffrey Naumann – Managing Director, Deloitte; Paul Penler – Executive Director, Ernst & Young, LLP; Landon Westerlund – Partner, Audit, KPMG; and Kathleen K. Healy – Managing Director, Assurance, PwC.

About the 2023 Regular Director Nominees


Al Berkeley
Chairman
Princeton Capital
Management

EDUCATION

  • Episcopal High School, Diploma, 1958-1962
  • University of Virginia, BA, 1962 – 1966
  • Wharton School of Finance, MBA, 1966 -1968

EMPLOYMENT

  • Chairman, Princeton Capital Management, LLC 2011 – present
  • Vice-Chairman, Gentag, Inc. 2011 – present
  • Pipeline Financial Group, Inc., Chairman, 2003 – 2011
  • NASDAQ Stock Market Inc., President, Vice Chairman, 1996-2003
  • Alex Brown & Sons, General Partner, Managing Director, 1972-1996. (CEO of Rabbit Software (a public company) from 1989 to 1991, while on leave of absence from Alex Brown & Sons.)
  • United States Air Force, 1968 – 1972, Captain. USAFR 1978- 1980, Major


PUBLIC SERVICE

CONGRESSIONAL TESITMONY

BOARD SEATS – NON PROFIT- CURRENT

BOARD SEATS – NON PROFIT – PAST

BOARD SEATS – FOR PROFIT, PUBLIC COMPANIES



Alexander Falk
President & CEO
Altova, Inc.

Alexander Falk founded Altova in 1992 in Vienna, Austria; member of the W3C XML Schema working group that defined the XML Schema 1.0 specs; member of the W3C Advisory Committee; co-creator of the popular Altova XMLSpy XML Editor; established US subsidiary Altova, Inc. in 2001 and relocated to the USA; President & CEO of Altova; VIP member of the Kepler Society (Alumni Club of the Johannes Kepler University). Always interested in new technologies and creating new developer products that improve the software development cycle. As an entrepreneur and investor the focus is clearly on software, drones, IoT, and XML-related technologies. See also https://www.linkedin.com/in/afalk/



Cathy H. Conlon
Vice President,
Issuer Strategy
& Product

Broadridge Financial
Solutions, Inc.

Cathy is the head of Corporate Issuer Strategy & Product for Broadridge’s $4.3 billion Investor Communications Solutions (ICS) division where she oversees the development and execution of the business growth strategy. In this role, Cathy spearheaded Broadridge’s entry into the financial compliance space with the acquisitions of Summit Financial Disclosure and Appatura, Inc. She leads innovation efforts in the issuer business including expansion of Broadridge’s governance suite of services such as Virtual Shareholder Meetings, ESG, and digital solutions to help public companies connect with their retail and institutional shareholders. During her tenure at Broadridge (ADP), Cathy gained roles of increasing seniority, with leadership and expertise in Business Development, New Product Development, Strategic Marketing and Development. Cathy is a founding board member of the Great Guy Foundation, a Babylon, NY non-profit organization providing financial support to local families in need.



Marc Joffe
Founder
Center for
Municipal Finance

Marc Joffe is the Founder of the Center for Municipal Finance, a non-profit dedicated to increasing the transparency and efficiency of government bond markets so they save taxpayer money, increase the affordability of new public infrastructure and provide effective interest rate signals to policymakers and voters. Marc has worked as a Senior Policy Analyst at the Reason Foundation, and was also a senior director at Moody’s Analytics. Prior to joining Moody’s, he held management and consulting positions at several money center banks in New York and London.

Joffe’s research focuses on municipal finances, alternative asset investments, transportation policy and federal, state and local fiscal policy. His financial research has been published by the California State Treasurer’s Office, UC Berkeley, the Mercatus Center at George Mason University, California Policy Center, and the Macdonald-Laurier Institute among others.

Marc is a regular contributor to The Orange County Register and his op-eds have also appeared in The Wall Street Journal, The Fiscal Times, Governing, National Review, The Hill, and The San Jose Mercury News.
He has an MBA from New York University and an MPA from San Francisco State University.




Mike Schlanger
Senior Vice President,
Solution Sales

Toppan Merrill

Mike Schlanger is a business leader who focuses on developing transaction and compliance solutions to support private and public company compliance with SEC regulatory requirements. Mike leads a team of experts that guide the development and sale of Toppan Merrill’s SEC compliance offerings, including its Annual Meeting and Proxy Solution program, Bridge periodic report SaaS platform, IPO and SPAC initiative and XBRL service offerings.

Mike is currently serving as the Vice Chairman of the Board of XBRL US, which he has been a Board member since 2009 and serves as an Advisor to idaciti, Inc.

During his forty-year career, he has been in the forefront crafting SEC filing solutions and educating public company professionals and their advisors of every major SEC initiative impacting how public companies prepare and file documents with the SEC. This includes extensive work over many years addressing the SEC initiatives specifically tied to EDGAR, the internet, proxy disclosures and XBRL.

He is a frequent speaker at law firms, financial industry conferences and professional associations on topics related to SEC regulatory initiatives. Additionally, he has had the opportunity to meet professionals responsible for SEC filings at well over 2,000 public companies during the last five years to discuss best practices for managing ever-changing SEC requirements.




Pranav Ghai
CEO & Co-Founder
Calcbench

Pranav is the co-founder and CEO. He manages the day-to-day activities of Calcbench. Pranav has a background in Applied Mathematics. He brings more than two decades experience as an analyst at TIAA and ITG and at Calcbench. In addition, Pranav was a vice president for ModelWare and Quantitative & Derivative Strategies at Morgan Stanley. He is a Board Member of XBRL–U.S. and is a member of the CFA Institute’s Corporate Disclosure Policy Council (“CDPC”) which addresses issues affecting the quality of financial reporting and disclosure worldwide.

Pranav holds a B.S. from Bates College and an M.S. from New York University.

 

 

 

 

 

 

 

 

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