1:00 PM ET Wednesday, November 18, 2020 (4 1/2 hours)
XBRL US Meeting || CFA Society New York || Register for Free Event

Featuring Keynote Speakers SEC Commissioner Allison Herren Lee, and PwC Vice Chair Wes Bricker

Event Sponsors

Baruch College

Media Sponsor

Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises.

This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.

This event is hosted by CFA Society New York at 1540 Broadway, 10th Floor, New York, NY. The program was developed by XBRL US, in sponsorship with Baruch College Zicklin School of Business, 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


  • Eric Linder, CEO, SavaNet, LLC
  • Campbell Pryde, President and CEO, XBRL US
  • Representative from Baruch
1:10 – 1:40 PM Keynote: Wes Bricker, Vice Chair – US and Mexico Assurance Leader, PwC US, and Chair, XBRL International Board
1:40 – 2:10 PM Keynote: Allison Herren Lee, Commissioner, United States Securities and Exchange Commission
2:10 – 2:55 PM XBRL Use Reaching The Critical Tipping Point

XBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data.


  • Pranav Ghai, co-Founder and CEO, Calcbench
  • Christine Tan, co-Founder and Chief Research Officer, idaciti

Moderator: Mike Schlanger, Vice President Solution Sales, Toppan Merrill

2:55 – 3:35 PM What Investors & Regulators Need from Issuers in Uncertain Times

When crises hit, like the Great Recession of 2008 and the current pandemic, investors need timely, consistent information about the entities in which they invest, to make rapid, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors, standard setters, and regulators in managing crises, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis.


  • Marc Joffe, Senior Research Analyst, Reason Foundation
3:35 – 3:45 PM  Break
3:45 – 4:30 PM Standards to Manage Investment Risk

COVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty, and keep stakeholders informed. Hear how standards for data, as well as entity and securities identifiers, can be expanded to help the markets prepare for future uncertainties.


  • Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission
  • Mohini Singh, ACA, Director of Financial Reporting Policy, CFA Institute
  • Jeff Mahoney, CPA, General Counsel, Council of Institutional Investors
4:30 – 5:10 PM Legal Entity Identifiers for Investors, Business & Regulators

This session will address the value of the LEI for various constituencies, the status of LEI adoption, and how identifiers for entities and securities can be leveraged during times of crisis.


  • Jefferson Braswell, Member of the Board of Governors, Global LEI Foundation (GLEIF)
  • Stephen Meizanis, Global Data Product Manager, Bloomberg LP
5:10 – 5:40 PM APIs, Templates & Other Free Ways to Access Structured Data

The availability of free, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more.

Speaker: Campbell Pryde, XBRL US

5:40 – 6:45 PM

Networking Reception

Seating is limited and complimentary registration is required –
register today