Webinar: Get Ready for FERC XBRL Requirements (session 2 of 2)

1:30 PM ET Thursday, February 18, 2021
XBRL US Webinar
Register for two FREE webinars (Feb 16 and 18 @ 1:30P ET)

Are you ready? New disclosure requirements from the Federal Energy Regulatory Commission (FERC) are right around the corner with quarterly forms required to be prepared in XBRL format as early as November and December of this year. XBRL US is the nonprofit standards organization that worked with the FERC to create the FERC XBRL Taxonomy […more]


Webinar: Get Ready for FERC XBRL Requirements (session 1 of 2)

1:30 PM ET Tuesday, February 16, 2021
XBRL US Webinar
Register for two FREE webinars (Feb 16 and 18 @ 1:30P ET)

Are you ready? New disclosure requirements from the Federal Energy Regulatory Commission (FERC) are right around the corner with quarterly forms required to be prepared in XBRL format as early as November and December of this year. XBRL US is the nonprofit standards organization that worked with the FERC to create the FERC XBRL Taxonomy […more]


XBRL US Comments on SEC Tailored Shareholder Reports Proposal

XBRL US submitted a comment letter in response to the SEC proposal on Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements. The XBRL US letter advocated the use of XBRL for tailored shareholder reports […more]


SEC Final Rule Disclosure of Payments by Resource Extraction Issuers

On December 16, 2020, the Securities and Exchange Commission adopted the final rule Disclosure of Payments by Resource Extraction Issuers, regarding rules requiring resource extraction issuers to include in an annual report information relating to payments made to a foreign government or the Federal Government for the purpose of the commercial development of oil, natural […more]


SEC ESG Subcommittee of the Asset Management Advisory Committee Advocates Standards

The Securities and Exchange Commission’s Asset Management Advisory Committee published on December 1, 2020, the potential recommendations of its ESG (Environmental Social Governance) Subcommittee which focused on the adoption of standards for disclosures from issuers and for ESG investment products: Recommendations Regarding Issuer Disclosure of ESG Risks: The SEC should require the adoption of standards […more]


SEC Adopted Final Rule on MD&A – Opts Not to Require Structured Data

On November 19, the Securities and Exchange Commission adopted the final rule Management’s Discussion and Analysis, Selected Financial Data, and Supplementary Financial Information. The final amendments do not require registrants to structure disclosures required by the amendments in a machine-readable format as we proposed in the XBRL US comment letter submitted. Our comment letter suggested […more]


SEC Commissioner Lee “The Promise of Structured Data” at XBRL US Investor Forum

SEC Commissioner Allison Herren Lee gave a keynote presentation “The Promise of Structured Data: True Modernization of Disclosure Effectiveness” at the XBRL US Investor Forum: Ready for Anything – Using Data in Perilous Times.  Her speech focused on the importance of data quality (and notes the contribution to quality improvements made by the XBRL US […more]


SEC Commissioner Lee on Standardized Sustainability Metrics From Financial Institutions

Keynote remarks from Securities and Exchange Commissioner Allison Herren Lee at PLI’s 52nd Annual Institute on Securities Regulation on November 5, addressed “Playing the Long Game: The Intersection of Climate Change Risk and Financial Regulation“.  Commissioner Lee noted in her talk: “… investors, asset managers responsible for trillions in investments, issuers, lenders, credit rating agencies, analysts, […more]


Newsletter for the Reporting Standard of Business and Government

December, 2020 XBRL US commented on SEC proposal on tailored shareholder reports. The SEC proposal, Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements, recommends changes to modernize the disclosure framework for open-end management investment […more]


November 2020 Newsletter

November, 2020 This year’s XBRL US Investor Forum provided an insightful lens into the future of structured reporting. SEC Commissioner Allison Herren Lee touched on several topics in her keynote address (watch video). The Commissioner noted several areas including proxy, ESG, MD&A and earnings releases as disclosures that could benefit from structured data formatting: “As […more]