| Time | Session |
|---|---|
| 10:30 - 10:40 AM | Opening Remarks |
| 10:40 AM - 12:00 PM | Expanding the Technical Specification
Millions of reporting entities use XBRL to prepare financial and non-financial data in machine-readable format. To meet changing and expanding regulatory needs, the XBRL community has collaborated to enhance the technical specification. During this session, enhancements will be presented and discussed by a roundtable of standards and data scientists, with audience feedback encouraged. Roundtable participants:
Other speakers TBD. |
| 12:00 - 1:00 PM | Lunch |
| 1:00 - 2:15 PM | Artificial Intelligence and Data Standards
AI presents important opportunities to make data in structured, machine-readable format easier to create, manage, and analyze. Structured, standardized data is a more reliable source for AI platforms. Hear about research studies addressing machine learning and standardized data, and join a discussion among government agencies, standards organizations, and data scientists about the impact of AI on research, investment analysis, and regulators. Speakers:
Moderated by Pranav Ghai, co-Founder and CEO, Calcbench |
| 2:15 - 3:30 PM | The Future of Standards in Regulatory Reporting
Standards are a recognized means to gain efficiencies and scale, yet adoption and implementation is often met with significant hurdles. Join the conversation among standards organizations on how to meet these challenges and what we may see five or ten years down the road. Speakers:
|
| 3:30 - 4:30 PM | Networking Reception |
John Bottega, President, EDM Association
John Bottega is the President of the EDM Association. He began working with the Association as an industry contributor in 2005 and served as Chairman from 2007 to 2014. He joined the Association's executive team as a Senior Advisor in 2014 and took over as the Chief Executive in 2017. John is a senior strategy and data management executive with more than 40 years of experience in the industry. Over his career, John has served as Chief Data Officer in both the private and public sectors, serving as CDO for Citi and Bank of America, as well as for the Federal Reserve Bank of New York, and head of data management for the US Department of the Treasury's Office of Financial Research (OFR).
Pranav Ghai, co-founder and CEO, Calcbench
Calcbench is a data platform built to help analysts, investors, and researchers dig deeper into financial disclosures. Under his leadership, Calcbench has become known for bringing transparency, structure, and usability to the world of corporate filings—turning footnotes and fine print into something that’s actually usable. Before starting Calcbench, Pranav worked in equity research and quantitative analysis, where he saw first-hand how much time was lost wrangling data that should have been easier to access. That frustration became the seed for a company that now serves everyone from major asset managers to academic researchers.He’s passionate about the intersection of accounting, data, and technology—especially how structured data standards like XBRL are reshaping financial reporting and analysis. Pranav often speaks about how better data doesn’t just make life easier for analysts; it helps markets function more fairly and efficiently. Pranav serves on the boards of XBRL-US, Bates College and is a member of the CFA Institute's Corporate Disclosure Policy Council. Outside of his day job, Pranav enjoys connecting dots between disciplines—whether that’s helping students understand corporate disclosures or working with organizations to promote data transparency. He serves on several advisory and volunteer boards and continues to be a strong advocate for open, machine-readable data that benefits all stakeholders.
Nick Hart, President and CEO, Data Foundation
Dr. Nick Hart is President of the Data Foundation, a national non-profit organization that champions the use of open data and evidence-informed public policy to improve society. He is a fellow at the Bipartisan Policy Center and with the National Academy of Public Administration. Dr. Hart previously served as the Policy and Research Director for the U.S. Commission on Evidence-Based Policymaking and worked at the White House Office of Management and Budget.
Dr. Xiao-Yang Liu, Director of SecureFinAI Lab, Columbia University
Dr. Liu's research interests include deep reinforcement learning, big data, and high-performance computing. He created several open-source projects, such as FinGPT, FinRL, and ElegantRL. He contributed chapters to a textbook on reinforcement learning for cyber- physical systems and a textbook on tensors for data processing. He serves as a senior PC member for NeurIPS, ICML, ICLR, AAAI, IJCAI, AISTATS, and ICAIF. He organized FinRL Competition at ACM ICAIF 2023/2024/2025, the First/Second Workshop on Quantum Tensor Networks in Machine Learning (QTNML) at NeurIPS 2020/2021, and IJCAI 2020 Workshop on Tensor Networks Representations in Machine Learning.
Ariel Markelevich, Ph.D., CMA, Suffolk University
Ariel Markelevich is a Professor of Accounting at the Sawyer School of Business at Suffolk University, located in Boston, MA. His research focuses on the intersection of technology, financial markets, and financial reporting, with particular emphasis on eXtensible Business Reporting Language (XBRL) and artificial intelligence. Professor Markelevich's XBRL research explores how countries have adopted the standard and the factors influencing their implementation choices. He also examines the benefits of XBRL for users of financial information and other stakeholders—especially its potential when combined with AI. In addition to his academic work, Professor Markelevich collaborates with companies and regulators to help implement and leverage XBRL data. He earned his Ph.D. in Accounting from Baruch College – CUNY and his Masters degree in Accounting and Finance at Tel-Aviv University in Israel.
Anand Padmanabhan, President, IRIS Business Services LLC
Anand is the President of IRIS Business Services LLC, a subsidiary of IRIS Business Services Ltd. Anand also serves as CEO of their Singapore subsidiary and leads international business development. Earlier, Anand was based out of Singapore and was promoting the adoption of XBRL across regulators in APAC and the Middle East. He conducted workshops for over 40 Regulators. While facilitating the sale of IRIS’ products and services, he was actively involved in project implementation for most of IRIS’ regulatory customers. As a member of the projects’ Working Committees, Anand had a complete 360-degree view of the projects.
Scott Theis, CEO, Novaworks, LLC
Scott serves as the President and CEO of Novaworks, LLC, a leading provider of EDGAR filing tools including data aggregation and XBRL preparation. Scott has also served as a member of the XBRL US Domain Steering Committee since 2009 and as Chairman of the committee since 2015. He is also the leader of the XBRL Technical Advisory Committee (XTAC). Scott has been in the EDGAR industry for four decades, beginning with his role representing the interests of EDGAR filers during the process of designing the EDGAR System. Since the SEC's adoption of XBRL for regulatory reporting, Scott has taken an active role in working to improve the quality of XBRL data and expand the application of XBRL within the financial reporting industry.
Hamid Vakilzadeh, Associate Professor of Accounting, University of Wisconsin-Whitewater; Founder, VictorAI.bot
Hamid's research focuses on the intersection of artificial intelligence, machine learning, and financial reporting, with particular expertise in how generative AI can enhance accounting practices and data analysis. As an AI consultant, he helps small to mid-size businesses integrate AI-enabled workflow improvements into their operations. Hamid's work has been published in leading journals including the Review of Accounting Studies, Accounting Horizons, and Journal of Information Systems. His recent research includes developing AI applications for financial statement analysis and exploring how machine learning can improve the quality and utility of structured financial data. He holds a Ph.D. in Business Administration from Florida Atlantic University and a Master of Accountancy from North Dakota State University.
Beyond academia, Hamid bridges the gap between theoretical AI research and practical implementation, helping organizations leverage artificial intelligence to transform their accounting and reporting processes while maintaining data integrity and regulatory compliance.
Peter Warms, Business Development Manager, GLEIF
As the business development manager for the Global LEI Foundation (GLEIF), Peter Warms is focused on expanding the use of the LEI within the private sector, in particular client on-boarding and know your customer processes of financial institutions, as well as the public sector, via collaborations with regulators and emerging business use cases like payments, digital strategies, supply chain, and sustainability. Peter is also an active member of the International Organization for Standardization Technical Committee (financial services), Standards Advisory Group (SAG).
As a former senior manager at Bloomberg, he led the effort to bring the Financial Instrument Global Identifier (FIGI) to the financial services industry. Seeing the need in the financial industry for a unifying symbology that could provide unique identification across the asset class silos, Peter originated and championed the efforts within Bloomberg to offer a global solution as a public good and open data standard (see www.openfigi.com).
The national consortium for
the business reporting standard
