SEC Commissioner Caroline A. Crenshaw and Independent Corporate Director, former FASB Chairperson Leslie Seidman to provide keynote speeches.
Good quality, granular, machine-readable data drives greater automation, and produces more dependable and consistent outcomes for researchers, analysts, investors, corporate planners, auditors, regulators, and standard setters. Structured financial data makes fintech applications like AI more reliable.
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Attend this free, half-day event to hear real-world case studies about how corporate financial planners and SEC managers are better able to benchmark against peers, and identify trends. Learn how structured data is enabling more informed decisions for policy setting. Find out how academics are getting better insights into how companies are managing tax obligations under the impact of COVID. In a rapidly changing world, digitized data users can perform faster, better analysis.
The program was developed by XBRL US, and is held in partnership with Baruch College’s Zicklin School of Business, CFA Institute and CFA Society New York. The event is free to attend but registration is required.
The XBRL US Annual General Meeting for XBRL US Members will be held on November 16, 2021. Details have been sent to members.
|12:30 – 12:40 PM||Welcome & Introductions
|12:45 – 1:15 PM||Keynote Presentation:
Leslie F. Seidman, Independent Corporate Director, Former Chair of the Financial Accounting Standards Board (FASB)
|1:20 – 1:50 PM||Keynote Presentation:
Commissioner Caroline A. Crenshaw, United States Securities and Exchange Commission
|1:55 – 2:15 PM||How Data Standards Support Better Analytics
The structure of standardized data allows users to disaggregate to a highly granular level, and to combine and query facts in meaningful ways. Get a “bird’s eye view” into the structure of XBRL-formatted data and why it is so valuable to app builders and data consumers.
|2:20 – 3:10 PM||Delivering Value for Analysts & Investors
Analytics can involve querying and screening on vast amounts of data, as well as conducting highly granular research on individual company disclosures. Attend this session to find out from securities analysts and investors how they are tapping into machine-readable, XBRL data for more robust, timely analysis. Case studies will cover building XBRL databases to fuel analytic applications; analyzing tax implications of CARES Act policies and how they impact corporate liquidity; and using better data to discover the real impact of changes in the accounting treatment of intangible assets.
Moderated by Cathy H. Conlon, Vice President, Issuer Strategy & Product, Broadridge Financial Solutions, Inc.
|3:15 – 4:05 PM||Conducting Better, More Effective Corporate Disclosure Research
Corporate financials are not just for investors. Auditors, public companies, academics, and regulators are all intensive users of public company financial statement data. Case studies presented will cover using data analytics during restructuring coming out of bankruptcy, investigating the implications of effective tax rates, and corporate benchmarking and peer review.
|4:10 – 5:00 PM||Future of Machine-readable Data for Investors
Investors and analysts constantly search for ways to better inform their analysis. Getting unstructured data into a more functional, structured format. Improving outcomes from AI platforms. Automating alternative data like ESG. Attend this session to hear the “asset manager wish list”, and learn how technology solutions and the increasing standardization of data are helping meet global market needs.
Swathy Sekhar Anand, Vice President, Moody’s Investor Service
Swathy Anand has been a Data Management professional for over 2 decades with experiences in startups and large organizations. Currently a VP in Moody’s Investor services, she is overseeing the ingestion of XBRL data from SEC for US Fundamental issuers. Prior to Moody’s, she managed reference data operations in Goldman Sachs, and built XML tags on EDGAR filings at Thomson Reuters.
Aaron Astrachan, Director, Financial Planning & Analysis, MOOG, Inc.
For 20 years, Aaron has strived to deliver enterprise insights across various finance and FP&A roles. The first half of his career was spent at a rapidly-growing, publicly traded telecommunications company where he developed business KPIs and enterprise-wide performance analyses. He then moved to Moog, an Aerospace and Defense and Industrial high-performance motion controls manufacturer, where he is currently the Director of FP&A, leading the enterprise forecasting and modeling processes. He also shapes the external financial performance by developing the external guidance and authoring the MD&A, as well as conducts in-depth internal and external performance benchmarking analyses.
Kristina Blaschek, Director of Business and Technology Solutions, William Blair Investment
Kristina Blaschek is director of business and technology solutions for William Blair Investment Management. In this role, she provides strategic direction and oversight regarding technology development, oversees data integrity and governance, and is William Blair Investment Management’s chief liaison with the firm’s human resources, information technology, and recruiting groups.
Before assuming this role in November 2017, Kristina was a global research manager, working closely with directors of research to oversee research operations and managing the global and U.S. equity research associates. Before joining the global research team, Kristina was a senior associate in William Blair’s sell-side research group, where she focused on the healthcare sector for six years. She joined William Blair in 2007.
Previously, Kristina worked in the advisory investment banking industry as an associate at Lazard Middle Market and as an analyst at JPMorgan Chase & Company in Chicago. Before that, Kristina worked in JPMorgan’s equity products division and completed the firm’s capital markets development program, rotating between asset-backed finance, high-yield products, interest-rate-derivative marketing, and equity products. Kristina co-leads the William Blair Women’s Alliance.
She received a B.B.A. in finance with honors from Loyola University Chicago and an M.B.A. from the University of Chicago’s Booth School of Business.
Christine Cheng, Visiting Academic Scholar at the Securities Exchange Commission’s Division of Economic and Risk Analysis Office of Structured Disclosure
Christine Cheng is an Assistant Professor of Accountancy at the University of Mississippi and a visiting scholar at the Securities Exchange Commission. In both her teaching and research Christine focuses on the intersection of data analytics and taxation. She specifically seeks to understand areas where data analytics can inform business and policy decisions in taxation. Of particular interest, Christine has been examining how XBRL data can provide important early information regarding the impacts of the CARES act Net Operating Loss carryback provision on firms’ liquidity during the global pandemic and the current policy discussions regarding corporate tax reform.
Cathy H. Conlon, Vice President, Issuer Strategy & Product, Broadridge Financial Solutions, Inc.
Cathy is the head of Corporate Issuer Product and Strategy for Broadridge’s Investor Communications Solutions (ICS) division where she oversees the development and execution of the business growth strategy. In this role, Cathy spearheaded Broadridge’s entry into the financial compliance space with the acquisitions of Summit Financial Disclosure and Appatura. She leads innovation efforts in the issuer business including expansion of Broadridge’s governance suite of services such as Virtual Shareholder Meetings, ESG, and digital solutions to help public companies connect with their retail and institutional shareholders. During her tenure at Broadridge (ADP), Cathy gained roles of increasing seniority, with leadership and expertise in Strategy, Business Development, New Product Development, and Strategic Marketing.
Caroline A. Crenshaw, U.S. Securities and Exchange Commissioner
Caroline A. Crenshaw was appointed by President Donald J. Trump to the U.S. Securities and Exchange Commission, unanimously confirmed by the U.S. Senate, and sworn into office on August 17, 2020.
Commissioner Crenshaw brings to the SEC a range of securities law and policy experience and a commitment to public service and the SEC’s mission. Most recently, she served as Counsel to Commissioners Kara Stein and Robert Jackson, focusing on strengthening investor protections in our increasingly complex markets. Commissioner Crenshaw also served as a career SEC staff attorney in the Office of Compliance Inspections and Examinations and the Division of Investment Management, helping oversee the institutions that manage millions of Americans’ savings. In addition, Commissioner Crenshaw currently serves as a captain in the United States Army Reserve, Judge Advocate General’s Corps.
Prior to government service, Commissioner Crenshaw practiced law in the Washington, D.C., office of Sutherland, Asbill and Brennan LLP. At Sutherland, she represented public companies, broker-dealers, and investment advisers on complex securities law investigations and enforcement matters.
Commissioner Crenshaw graduated cum laude from Harvard College and received a law degree, magna cum laude, from the University of Minnesota. She is a native of Washington, D.C., where she currently resides.
Pranav Ghai, CEO, Calcbench
Pranav is the co-founder and CEO. He manages the day-to-day activities of Calcbench. Pranav has a background in Applied Mathematics. He brings more than two decades of experience as an analyst at TIAA and ITG, and at Calcbench. In addition, Pranav was a vice president for ModelWare and Quantitative & Derivative Strategies at Morgan Stanley. He is a Board Member of XBRL US, is on the Technical Computing Advisory Board for Microsoft and is a member of the CFA Institute’s Corporate Disclosure Policy Council (“CDPC”) which addresses issues affecting the quality of financial reporting and disclosure worldwide.
Pranav holds a B.S. from Bates College and an M.S. from New York University.
Phil Harrison, PwC – Director of Trust Solutions Innovation & Tech
Phil Harrison is a Director of Trust Solutions Innovation & Technology for PwC, leading product development teams and strategic alliances. He also contributes to strategy development related to the future of corporate reporting, including ESG reporting. Phil is the father of four kids (three boys and a girl), all of whom attend the same elementary school in Spring, TX.
Currently Phil leads commercial operations for PwC’s Workiva Alliance, helping clients bring greater automation and governance to their SEC, statutory, and ESG reporting processes. He and his team were recently recognized as Workiva’s North American Partner of the Year for 2021.
Phil started with PwC in 2008 as part of the core assurance practice, serving many high-profile clients in Banking, Trading, and Energy/Utilities, developing technical accounting expertise in derivatives, consolidation, and leasing. He has also instructed many technical training courses for clients and universities as well as professional training forums. Before joining PwC, he was a software developer/consultant, assisting companies create custom solutions for data management and translation.
Phil graduated from Brigham Young University in 2008 with a Master’s degree in Accountancy, with a minor in Information Systems. He is a certified public accountant in the state of Texas.
Madhu Mathew, Director of Technology, Sustainability Accounting Standards Board (SASB)
Madhu Mathew is the Director of Technology for the Value Reporting Foundation. In this role, he leads technology initiatives that support the Value Reporting Foundation’s standards research, stakeholder engagement and market adoption. Mr. Mathew has over 15 years of experience in technology. Before joining Value Reporting Foundation, he worked as a Technology Strategy Consultant at Accenture. Prior to Accenture, he led technology initiatives at Caterpillar, Inc. Mr. Mathew holds an BMA from the Kellogg School of Management at Northwestern University.
Jennifer Neglia, PwC – Risk Assurance Partner
Jenn, a Risk Assurance Partner at PwC, began her career in the Philadelphia office in 1998. Jenn’s focus has been in the areas of financial accounting, system transformations, IT internal controls and business process controls, primarily focused in the financial services sector. Jenn additionally delivers Service Organization Control (SOC) reports under the AICPA criteria for many of her insurance sector clients.
Additionally, she is a leading thinker in the fast evolving area of digitization of financial data and disclosures. She currently serves as the firm’s US XBRL Technology Leader, focused on delivering the full spectrum of XBRL services. This includes delivering XBRL quality services as well as building XBRL based taxonomies to guide environmental, social and governance (ESG) disclosures, among other topics.
Jenn was recently recognized by Crain’s NY as one of the Notable women in accounting and consulting of 2020. Jenn graduated from Muhlenberg College in 1998 with BA in accounting and a BS in Biology. Additionally, she is certified as a CPA and CISA in the state of Pennsylvania.
Campbell Pryde, President and CEO
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before becoming President and CEO, Campbell led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. He joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based valuation framework. He has been involved with XBRL since 2001, and served as Chairman of the XBRL US Domain Steering Committee during the critical initial build of the US GAAP Taxonomy under contract with the Securities and Exchange Commission. Prior to joining Morgan Stanley, Campbell was a Partner in the Risk and Advisory Practice of KPMG LLP. He is a member of the New Zealand Institute of Chartered Accountants.
Leslie Robinson, Professor of Business Administration, Tuck School of Business, Dartmouth College
Leslie Robinson teaches accounting and taxation courses in the MBA and Business Bridge programs. Before joining the Tuck faculty in 2006, Leslie was an adjunct lecturer at the Kenan-Flagler Business School of the University of North Carolina where she earned her Ph.D. in Accounting. She appeared twice in Poets and Quants 40 best business school professors under the age of 40. Her research interests include the interaction of tax and accounting policy, and her expertise centers on the tax and accounting issues associated with multinational operations. Leslie has published her work in leading academic journals including The Accounting Review, the Journal of Accounting and Economics, and the Journal of Accounting Research. Leslie receives grants by national and international policy organizations to fund ongoing research, which she is invited to present at conferences and business schools in the U.S. and abroad each year. Before entering academia, she practiced as a CPA in the tax practice of Ernst & Young LLP and as a manager of tax planning for Wachovia Corporation from 1999 through 2002. The American Institute of CPAs named Leslie to the Candidate High Distinction Report in 1999 for being among the 100 highest scoring candidates nationally who took and passed all four sections of the CPA exam.
Michael Schlanger, Vice President, Solution Sales, Toppan Merrill
Michael Schlanger is a business leader and innovator, with decades of experience in financial printing, who focuses on developing transaction and compliance product strategies based on client needs and regulatory changes. Mike leads a team of experts that guide the development and sale of Toppan Merrill Corporation’s SEC compliance and XBRL service offerings. Prior to joining Toppan Merrill Corporation, Mike performed numerous roles with other companies, including sales, sales management, division president and business development. He is currently serving as the Vice Chairman of the Board of XBRL US, where he has been a Board member since 2009. He is a frequent speaker at law firms, financial industry conferences and professional associations on topics related to SEC regulatory initiatives.
Leslie F. Seidman, Independent Corporate Director, Former Chair of the Financial Accounting Standards Board (FASB)
Leslie F. Seidman is an independent corporate director with over thirty years of experience in the accounting profession. Ms. Seidman currently serves as a member of the board and chair of the audit committees of General Electric Company and Moody’s Corporation. She is an advisor to idaciti, Inc., an analytical platform for structured financial and nonfinancial data, including ESG. Previously, she served as a Public Governor for the Financial Industry Regulatory Authority (FINRA).
A CPA by training, Ms. Seidman spent the bulk of her career working on accounting and disclosure policies and standards, as an auditor with EY, in industry with J.P. Morgan, then with the Financial Accounting Standards Board (FASB) as a member of the technical staff, and then as a member of the standard-setting board, which she chaired in the final years of her term. In that capacity, Ms. Seidman worked closely with the Securities and Exchange Commission and other regulators to improve financial reporting in the U.S. capital markets, including the introduction of digital reporting standards. She guided the FASB’s joint agenda with the International Accounting Standards Board to converge U.S. and international financial reporting standards. Ms. Seidman represented the U.S. in the International Forum of Accounting Standard Setters and was an Observer to the International Integrated Reporting Council.
Ms. Seidman earned an M.S. in accounting from New York University Stern School of Business and a B.A. in English from Colgate University. She is certified in cybersecurity oversight by the Software Engineering Institute at Carnegie Mellon University and was recently certified in ESG Oversight by Competent Boards (GCB.D).
Jenny Simpson, CPA, Financial Reporting Manager at Whiting Petroleum Corporation
Jenny has worked on Whiting’s financial reporting team for 3.5 years, specializing in the Company’s external SEC filings as well as internal reporting and other technical and corporate accounting functions. Prior to Whiting, Jenny worked in technical accounting at SM Energy from May 2017-April 2018 and as an auditor at EKS&H LLLP (now Plante Moran) from 2014-2017, focusing mainly on the oil and gas and hospitality industries. Jenny has a Bachelor of Business Administration degree in accounting from the University of Notre Dame and Master of Business Administration degree from the University of Denver.
Christine Tan, PhD, Co-founder and Chief Research Officer of idaciti
Christine is also a professor in accounting at Hunter College – City University of New York. At idaciti, Christine oversees all research functions related to financial data analyses, data quality assurance and the application of machine learning to financial and non-financial datasets. Prior to that, she was the XBRL Project Manager at the Financial Accounting Standards Board (FASB) for two years from 2010-2011. At the FASB, she led the team that was responsible for updating the US GAAP Financial Reporting Taxonomy for new accounting pronouncements, common reporting practices and for ongoing taxonomy architectural developments. Christine was also part of the core team at XBRL US that was contracted by the SEC to design and build the XBRL US GAAP Taxonomy. She is a member of the FASB’s Taxonomy Advisory Group and the IFRS Taxonomy Consultative Group. Christine has consulted with a number of Fortune 500 companies, government agencies, investment banks and private equity firms on matters related to financial reporting, financial data analyses, XBRL and quantitative analyses of large financial data sets. She received her Ph.D. in Accounting and Finance, and a Bachelor of Commerce and Economics with First Class Honors from the University of Melbourne in Australia.