AI and Structured Data Forum: Optimizing Performance
Agenda
| Time | Session |
|---|---|
| 900 - 9:30 AM | Opening Remarks
|
| 9:30 - 10:00 PM | Keynote
Julie Marlowe, Assistant Director, Office of Structured Disclosure, Division of Economic and Risk Analysis |
| 10:00 - 11:15 PM | AI, Audit & Assurance
AI is increasingly becoming a critical tool for business, including the audit community. This session will address how firms are leveraging AI to perform procedures, and what enhancements it brings; how companies are using AI and the impact on internal controls, potential risks; and will consider risk management and whether assurance should be required for AI. Speakers confirmed to date:
|
| 11:15 - 11:30 PM | Break |
| 11:30 - 1:00 PM | CRAFT AI Tools for Audit
Learn about research conducted on the XBRL standard and technology lessons learned. Find out about CRAFT plans for an initiative to develop AI-driven tools to support the accounting community. Speakers confirmed to date:
|
| 1:00 - 2:00 PM | Lunch |
| 2:00 - 2:30 PM | Keynote |
| 2:30 - 3:30 PM | Interoperability in DeFi
Communication between blockchains is difficult without interoperability. Without consistent, easily understood data, blockchains can experience delays and miscommunication. Structured, standardized data can facilitate that process. Panelists will discuss data standards used in Decentralized Finance applications to improve efficiencies and accuracy. Speakers confirmed to date:
|
| 3:30 - 4:00 PM | Break |
| 4:00 - 5:00 PM | Standards and Machine Learning
Machine learning works better when sourcing data that adheres to a structured semantic data model. Join a discussion about optimizing data standards to best support today's language models, both large and small. Get insights into how AI can improve the efficiency of creating structured data. Speakers confirmed to date:
|
| 5:00- 6:00 PM | Networking Reception |
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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.
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. Steve Yang is currently the Director of the Center for Research toward Advancing Financial Technologies (CRAFT - https://www.stevens.edu/school-business/craft-center/craft-center-leadership-and-affiliated-faculty) 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.
