Demand for transparent, digital data has never been greater, driven by global climate reporting mandates and U.S. regulatory requirements introduced by the Financial Data Transparency Act (FDTA) — all calling for machine-readable (digital) data standards. The standardization and modernization of data collected to assess climate risk and understand business and government impact is of critical importance to the functioning of a modern economy. With increases in geopolitical, environmental, market, liquidity, counterparty, climate and political risk, the need for timely and comprehensive information is essential to navigate these risks.
This one-day conference will address the impact of digital requirements established through the FDTA and climate mandates, state, federal, and global. Modernized, digital reporting requirements will have a profound positive impact on citizens, business, governments, and policy setters.
Seating is Limited – REGISTER TODAY
| Agenda | |
| 8:45 – 9:00 AM | Opening Remarks |
| 9:00 – 9:30 AM | Keynote Presentation |
| 9:30 – 10:00 AM | Features of the Financial Data Transparency Act (FDTA) Rule Proposal Review the features of the proposed rule for the FDTA including data standard options and identifier requirements that may be established and in turn adopted by the nine federal agencies. Speaker: Parth Venkat, Office of the Chief Data Officer, U.S. Securities and Exchange Commission |
| 10:00 – 10:50 AM | Standard Setters, Regulators & FDTA: Discussion of aspects of the FDTA LEI and XBRL standard setters, and US regulators that have adopted data standards will discuss aspects of the FDTA including how the LEI can support FDTA data collections, and how data standards like XBRL and data transmission formats like XML, CSV, and PDF would work in practice. Learn from the experiences of regulators that have successfully implemented data standard programs. Speakers:
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| 10:50 – 11:10 AM | Break |
| 11:10 AM – 12:10 PM | Data Standards Primer for Digital Reporting Attend this session for a deep dive into “digital reporting” and “data standards” for a practical understanding into what they mean, how they work, and why US regulators are adopting them for required reporting. Speakers:
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| 12:10 – 1:00 PM | Lunch |
| 1:00 – 1:30 PM | Sustainability Investing & Standards
Join the conversation with Elizabeth Seeger, member of the ISSB, formerly Managing Director of Sustainability Investing at the global investment firm, KKR, to discuss sustainable investing, the development of SASD and TCFD-aligned reporting, and how financial and sustainability standards organization are working to establish standards to support climate mandates worldwide. Speaker: Elizabeth Seeger, International Sustainability Standards Board (ISSB) Member |
| 1:30 – 2:10 PM | Climate Reporting Mandates Impact US Business – State, Federal, Global Global and US climate reporting requirements, many of which include digital (XBRL) preparation, will affect many US companies tasked with reporting to multiple regulatory authorities. Learn about initiatives and specific requirements underway. Find out how global regulators are working together to reach a concordance on requirements to limit reporting burden. Speaker: John Turner, CEO, XBRL International |
| 2:10 – 2:30 PM | Break |
| 2:30 – 3:15 PM | Preparing and Using Climate Data Corporate climate-related data includes greenhouse gas emissions, policy statements, and target disclosures. Investors have been demanding and using this data for years. Hear ESG data analytics providers share their insights into the complexity of climate data, how it is collected and normalized, and how investors and analysts use the data today. Learn about recent trends in data usage, and hear expectations with the plethora of digital climate data mandates coming up in the next few years. Speakers:
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| 3:15 – 4:00 PM | How Data Standards Express Climate Data The IFRS Foundation and the European Financial Reporting Advisory Group (EFRAG) have been building taxonomies (ontologies) to help reporting entities prepare ESG data in structured (XBRL) format to support climate mandates including the Corporate Sustainability Reporting Directive (CSRD) as well as those in various IFRS reporting countries. These taxonomies are likely to be required to be used by US companies as well. Find out about taxonomies underway and how they support a global business market. Speaker: Stuart Rowan, Director, ROWDIX LIMITED; Independent Digital Reporting Expert |
| 4:00 – 4:45 PM | Federal Regulator Use of Climate Data U.S. federal agencies use climate data to help communities and businesses develop strategies to adapt to climate change, and assist in establishing government policies to track and monitor climate impact on the US economy. Data may include temperature, precipitation, and carbon gas measures. Regulators on this panel will speak to what data they collect and how it is used. |
| 4:45 – 5:00 PM | Closing Remarks |
| 5:00 – 6:00 PM | Networking Reception |
Seating is limited – register today
Prerequisites: None
Program Knowledge Level: Basic
Advance Preparation: Be familiar with the Federal Data Transparency Act
Program Format: Group Live
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