1:00 PM ET Monday, October 24, 2016 (5 hours)
XBRL US Meeting hosted by Baruch College || Newman Vertical Campus Conference Center

Event Sponsors
Baruch CollegeWorkiva

Smart data  helps regulators, investors, analysts and the media find value in corporate filings by providing actionable information to improve decision making.  This half-day forum provided insights into how structured data can be harnessed to vastly improve the analytical process. Speakers from the Securities and Exchange Commission, the investment community and more discussed how structured data provides the perfect tool to find value in corporate filings.
Choose one of the sessions from the playlist below – click on the “hamburger menu” playlist in the upper left corner of the video to select a session, or browse the playlist on YouTube.

Learn from the SEC’s Investor Advocate Rick Fleming in a keynote address and explore use cases using financial fundamentals in structured format in building ETFs, structuring databases and performing analysis. The forum was hosted by Baruch College’s Zicklin School of Business in their Newman Vertical Campus, 55 Lexington Ave, New York, NY.

Preliminary Agenda
12:45 – 1:00 PM Registration Check-in
1:00 – 1:15 PM Welcome & Introductions – Campbell Pryde, President and CEO, XBRL US
1:15 – 1:45 PM Keynote: Rick Fleming, Investor Advocate, U.S. Securities and Exchange Commission
1:45 – 2:30 PM Corporate Regulatory Reporting: Improving Data Quality

Thousands of public companies have been reporting their financial data in structured data format since 2009. More and more data providers rely on XBRL data as an efficient, cost-effective means to extract data from public company filings. The quality of structured data has been improving due to actions taken by regulators and by industry. This session will explore these initiatives, such as the use of inline XBRL and the XBRL US Data Quality initiative and their impact on the use of structured data for public company financials.


  • Walter Hamscher, IT Manager, Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission
  • Mike Starr, Chair, XBRL US Data Quality Committee; VP, Governmental and Regulatory Affairs, Workiva

Moderator: Paul Penler, Executive Director, Ernst & Young LLP

2:30 – 3:30 PM Analysis with Smart Data

Standardized data is computer-readable and less expensive to manage, allowing analysts and developers to improve the way they work and perform analysis that is difficult, if not impossible, using traditional datasets. During this session, we’ll examine how XBRL data lets analysts find information not available in traditional databases. You’ll also learn what a fundamental index is, how it differs from traditional price-driven indices and how structured (XBRL) data can streamline the building of fundamental indexes. Experts on this panel will give a technical explanation and demonstration.


  • Dan Gode, Clinical Associate Professor of Accounting, Leonard N. Stern School of Business, New York University
  • Radha Radhakishna, Founder, FAV Partners
  • Alex Rapp, co-Founder, Calcbench
3:30 – 3:45 PM  Break
3:45 – 4:45 PM  Structured Data Use Today

Hear specific use cases for standardized data from investors, data intermediaries, auditors and the media. Find out why structured data improves timeliness, accuracy and efficiency.


  • Jack Ciesielski, R.G. Associates, Inc., Publisher of The Analyst’s Accounting Observer
  • Joey French, President & Director of Product, Intrinio
  • Howard Kaplan, Division of Enforcement, U.S. Securities and Exchange Commission
  • Campbell Pryde, President and CEO, XBRL US
  • Gladimyr Sully, Senior Content Specialist, Thomson Reuters

Moderator: Liam Power, President, Vintage, a Division of PR Newswire

4:45 – 5:15 PM  Three Year Predictions for Data Standards

We know where data standards are now but what’s next? This session features a lightning fast data blitz of predictions about the next hot area for data standards. Blockchain? Smart contracts? Data visualization and non-traditional SEC data?


  • Seth Phillips, Director of Bankchain Products, Paxos
  • Campbell Pryde, President and CEO, XBRL US
  • Christine Tan, co-Founder, idaciti
5:15 – 6:15 PM Networking Reception

Seating is limited and complimentary registration is required – register today