1:00 PM ET Monday, November 4, 2019 (4 1/2 hours)
XBRL US Meeting hosted by Baruch College || Newman Vertical Campus Conference Center || Register for this Free Event

Event Sponsors
Baruch College

Featuring FASB Chairman Russell G. Golden as Keynote Speaker

Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state and local governments.

This half-day forum provides practical information about how data standards are disrupting the information ecosystem, how you can leverage it, and where it’s headed.

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. The event is free to attend but registration is required.

This event will be preceded by the Annual General Meeting for XBRL US Members, which is closed to the public.

Seating is limited and complimentary registration is required – register today

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

Speakers:

  • Eric Linder, CEO, SavaNet, LLC
  • Campbell Pryde, President and CEO, XBRL US
  • Representative from Baruch
1:10 – 1:40 PM Keynote Presentation: Russell G. Golden, Chairman, Financial Accounting Standards Board (FASB)

Introduction: Arthur Fliegelman, Chair, Financial Reporting & Analysis Group, CFA Society of New York

1:40 – 2:10 PM Data Standards for Municipal Securities 

Florida and California are on the road to standardized financial data for all local governments. Is this the next frontier for structured data? Learn more in this session about how standards could impact the world of municipal securities.

Speakers: To be determined

Moderated by Liz Sweeney, Principal, Nutshell Associates, LLC (moderator)

2:10 – 2:40 PM Modernizing Regulatory Disclosures

Funds, public companies, foreign private issuers, and NRSROs are required to report financial data to the Securities and Exchange Commission in structured format. The SEC has proposed that other reporting entities such as variable annuity and variable life insurance companies report in structured format. This session will address what’s required, what’s pending, and what investors are interested in seeing in structured format in the future.

Speakers:

  • Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, Securities and Exchange Commission
  • Other speakers to be determined

Moderated by Mike Schlanger, Vice Chair, XBRL US Board of Directors, and Vice President Solution Sales, Toppan Merrill

2:40 – 3:10 PM Rethinking Quarterly Financials

Earnings announcements and 10-Q filings are submitted to the SEC every quarter. Do quarterly submissions encourage short-termism? Does the earnings announcements provide a different value than the 10-Q? Do one or both impose an unnecessary burden on issuers? Get perspectives on these issues from the view of preparers and investors in this discussion panel.

Speakers:

  • Michael Becker, Executive Vice President, Strategic Partnerships and Initiatives, Business Wire
  • Todd Castagno, Executive Director, Morgan Stanley Research
  • Mohini Singh, ACA, Director of Financial Reporting Policy, CFA Institute
3:10 – 3:40 PM Legislation and Regulation

Data standardization is increasingly recognized as a means to improve data quality, timeliness, and transparency, and to reduce the unnecessary expense of data collection and analysis. From regulatory actions taken by government agencies, to the recently passed Open Government Data Act, government is embracing the use of standards. Attend this session to learn about legislation such as the GREAT Act and the Financial Transparency Act, that may impact the availability of standardized data for investors in the future.

3:40 – 3:50 PM Break
3:50 – 4:20 PM Blockchain, Smart Contracts & XBRL

Blockchain is a distributed, decentralized ledger that offers a unique method to establish trust among “untrusted” parties. Blockchain technology can support digital contracts. Data standards are a critical component driving the implementation of the blockchain. Join this session to hear Sandra Ro, fintech entrepeneur, and head of the Global Blockchain Business Council, provide insights into the intersection of blockchain and data standards.

Speaker: Sandra Ro, CEO, Global Blockchain Business Council (GBBC)

4:20 – 4:50 PM Artificial Intelligence, Machine Learning & XBRL

AI is about creating technology that allows computers and machines to function in an “intelligent” manner. Much of AI is based on machine-learning – deriving information and making decisions by identifying patterns in data. An AI system needs to review lots of data, supported by an open data ecosystem with unambiguous standards for structuring and labeling that data. Join this session to learn how standards play an integral role in driving the future of AI.

Speakers:

  • Ned Gannon, President, eBrevia
  • John Truzzolino, Director of Business Solutions, Donnelley Financial Solutions (DFIN)
4:50 – 5:40 PM Data Like Never Before

The promise of standards is to improve efficiencies and timeliness, and to reduce costs. But XBRL can also give investors access to information that is much more detailed and is often buried in the footnotes of financial statements. Participate in this session, where you’ll find out how you can access information you never thought possible.

Speakers:

  • Christine Tan, co-Founder and Chief Research Officer, idaciti
  • Rachel Carpenter, CEO, Intrinio
  • Campbell Pryde, President and CEO, XBRL US
5:40 – 6:40 PM

Networking Reception

Seating is limited and complimentary registration is required – register today