1:00 PM ET Thursday, November 8, 2018 (4 hours)
XBRL US Meeting hosted by Baruch College || Newman Vertical Campus Conference Center || Watch/listen to replay

Event Sponsors
Baruch College

Featuring SEC Commissioner Robert J. Jackson as Keynote Speaker

Blockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

This event was preceded by the Annual General Meeting for XBRL US Members.

Preliminary Agenda
12:30 – 1:00 PM Registration Check-in
1:00 – 1:10 PM Welcome & Introductions


  • Eric Linder, CEO, SavaNet, LLC
  • Campbell Pryde, President and CEO, XBRL US
  • Representative from Baruch
1:10 – 1:45 PM Regulatory Standard Setting: Challenges and Successes at the SEC and FDIC

Regulators are looking to standards to improve the efficiency of the processing of financial data from banks, public companies, utilities, and investors. This panel session will discuss approaches taken by regulators to establish standards programs in the US; the successes, challenges, and hurdles they’ve worked to overcome.


  • Julie Marlowe, Division of Economic and Risk Analysis, Office of Structured Disclosure, U.S. Securities and Exchange Commission
  • Mark Montoya, Senior Business Analyst of Data Strategy, Federal Deposit Insurance Corporation
  • Moderator: Mike Schlanger, Vice Chairman, XBRL US Board of Directors; Vice President, Solutions Sales, Merrill Corporation
1:45 – 2:25 PM Flash Analytics: XBRL Presentations

Learn from 10 minute talks and demonstrations by startup analytical tool providers, each presenting an analytical case study using structured data.


  • Christine Tan, Chief Research Officer and co-Founder, idaciti
  • Joey French, CPA, President and CFO, Intrinio
  • Chad Sandstedt, co-Founder, TagniFi
  • Avery Starr, Managing Director, Seatig
2:25 – 3:00 PM Data and the Capital Markets

Data is critical to the smooth flow of information in the capital markets. Attend this discussion session to learn about data-related trends like alternative data, data quality, fintech, legislative and regulatory issues, data ownership and monopolies. How are these trends affecting the IPO market? What constitute threats to the markets? What would be the ideal data ecosystem to ensure strong, smoothly functioning markets?


  • Ken Bertsch, Executive Director, Council of Institutional Investors
  • Will Janesch, co-Founder and COO at TruSet
  • Moderator: Pranav Ghai, co-Founder and CEO, Calcbench
3:00 – 3:30 PM  Beyond Financial Statements – Earnings Announcements

Should earnings announcements be available in computer-readable, standardized format? Attend this session to find out how the availability of structured earnings announcements could impact the reporting supply chain, pros, cons, and what could be coming next.


  • Alex Rapp, co-Founder, Calcbench
  • Michelle Savage, Vice President, Communication, XBRL US
  • Gladimyr Sully, Senior Content Specialist, Refinitiv (formerly Thomson Reuters)
  • Scott Theis, CEO, Novaworks LLC
3:30 – 3:45 PM  Break
3:45 – 4:05 PM Data Standards Powering Fintech

Blockchain-driven smart contracts need data to trigger actions. Only computer-readable structured data can ensure effective, accurate automation in smart contracts. Attend this session to learn how XBRL data can fuel fintech tools and applications.


Eric Cohen, Director of Assurance and XBRL Architecture, Auditchain

4:05 – 4:40 PM  Alternative Data

Alternative data has taken on a much greater role in investment analysis process in recent years.  Alternative data sets are compiled from various sources such as financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Attend this panel session to learn more about what’s available and how to source and employ alternative data.


  • Elizabeth Pritchard, Head of Go-To-Market, Crux Informatics
  • Yiannis Tsiounis, Ph.D., CEO, Advan Research Corporation
  • John Walsh, CFA, Innovation Manager, Applied Innovation, New Content, Refinitiv
  • Moderator: Eric Linder, CEO, SavaNet LLC
4:40 – 5:00 PM Use XBRL Now: Open Source APIs, Tools, Templates, Validation

Discussion and demo of XBRL US open source tools that anyone can use to create applications, validate data.


Campbell Pryde, President and CEO, XBRL US

5:00 – 5:30 PM Keynote Presentation

Commissioner Robert J. Jackson, United States Securities and Exchange Commission

Introduction: Arthur Fliegelman, CFA, Senior Financial Analyst at Office of Financial Research, U.S. Department of the Treasury

5:30 – 6:30 PM

Networking Reception

Sponsored by:

and Certent - Compliance with Confidence