Items tagged with "analysts"

Video: XBRL for Analysts and Investors

Analysts and investors gain from widespread availability of structured (XBRL) data. Find out how from: Adrien Cloutier, CFA, Global Director of Equity Data, Morningstar Pranav Ghai, CEO, Calcbench Diana Serbu, Head of Company Data Strategy and Management, Refinitiv (formerly Thomson Reuters) See excerpts from the video below. Pranav Ghai, CEO, Calcbench: “We can make data […more]


The Competitive Advantage of Quality XBRL Data

XBRL US member PwC recently published an article, “The Competitive Advantage of Quality XBRL Data”, which articulates the value of XBRL data, particularly in times like these when automation and technology become even more important to aid in analyzing data and making rapid, insightful decisions. It also calls for the need for a robust data […more]


SEC Commissioner Lee and PwC Vice Chair Bricker to Keynote XBRL US Investor Forum 2020


Municipal Beat Podcast on Data Standards

XBRL US member Liz Sweeney of Nutshell Associates discusses data standards to improve state and local government reporting on Municipal Beat Podcast. Listen to the podcast.


Investor Forum 2020: Ready for Anything – Using Data in Perilous Times

Tuesday, November 17 - Wednesday, November 18, 2020
XBRL US Web Conference

Featuring Keynote Speakers: SEC Commissioner Allison Herren Lee, and PwC Vice Chair Wes Bricker
Find out how standards help manage investment risk, and how they must be further leveraged to address future crises.

This virtual event across two days is complimentary and advanced registration is required.


SEC News from Novaworks Software

Posted this month: SEC Adopts Amendments to Improve Financial Disclosures about Business Acquisitions and Dispositions Reminder for Filers Who Obtain EDGAR Access Pursuant to Temporary Final Rule 10(c) New York Regional Office to Host Educational Call for Investors on Avoiding COVID-Related Fraud SEC Extends Relief for Virtual Meetings of Fund Boards and more news


The Calcbench Insider: June 2020

In this issue:

  • Covid-19 Disclosures
  • Earnings release & 10-K timing

Investors Need More (Not Less) Auditor Input about Smaller Companies

Mohini Singh, ACA, Director, Financial Reporting Policy Group, CFA Institute

Investors Need More (Not Less) Auditor Input about Smaller Companies. Structured (XBRL) data helps identify the risks of a proposed SEC change to definitions for accelerated and large accelerated filers.


How Data Transparency Can Help Fight COVID-19

Marc Joffe of the Reason Foundation, and Chair of the XBRL US Standard Government Reporting Working Group, writes that to make better-informed decisions about coronavirus, governments should be publishing comprehensive, machine-readable data sets. The article goes on to note: “In the weeks since COVID-19 became a pandemic, a plethora of data dashboards have been launched […more]


SEC Final Rule on Accelerated and Large Accelerated Definitions, New Cover Page Checkbox

The new rule changes the definition of accelerated and large accelerated filers, and requires a new check box to be added to the cover page of 10-Ks, 20-Fs, and 40-Fs, which must be tagged in Inline XBRL.