The latest on Using XBRL Data

Posted Thursday, December 21, 2017

November/December 2017 Newsletter

November/December, 2017 Regulatory & Legislative News SEC Publishes XBRL Datasets for Mutual Fund Risk/Return Data XBRL US News XBRL US Submits Letter to SEC on FAST Act Modernization and Simplification of Regulation S-K CFA View on Standards, Webinar Scheduled for January 10, 2018 XBRL Tagging in IFRS, Webinar Scheduled for January 31, 2018 Video Recording […more]


Posted Thursday, December 7, 2017

Calcbench Newsletter (December 2017)

In this issue:
In this issue:

  • Talking about bitcoin
  • Corporate financial highlights
  • Breakups can be painful

Posted Wednesday, December 6, 2017

Novaworks Recap – CFA Investor Forum Explores an Earnings Release Case Study

This Novaworks article recaps a presentation & audience discussion with Michelle Savage, Vice President of Communication for XBRL US, and Scott Theis, CEO of Novaworks, LLC and Chairman of XBRL US’s Domain Steering Committee, on the proposed development of an XBRL taxonomy to represent the data held within the release, which could be beneficial to […more]


Posted Wednesday, November 15, 2017

Novaworks Recap – CFA Investor Forum Discusses Who’s Using XBRL and Why

This Novaworks article recaps CFA’s Investor Forum 2017, where a panel of industry experts discussed case studies that illustrate XBRL’s use in accounting and financial reporting and the rationale behind its adoption. This panel discussed different ways in which XBRL is employed in the financial sector.


Posted Thursday, November 9, 2017

Calcbench Newsletter (November 2017)

In this issue:

  • Advanced Calcbench: How to use the XBRL Data Query tool
  • Tracking disclosure of hurricane damage
  • Time to regulate the unicorns?

Posted Monday, October 23, 2017

October 2017 Newsletter

September/October, 2017 Regulatory & Legislative News SEC Proposes XBRL Requirement for Corporate Financial Statement Cover Pages SEC Updates Interactive Data Test Suite with IFRS Test Cases SEC Updates Interactive Data Test Suite to Accommodate Files Prior to EDGAR Submission XBRL US News XBRL US and SunSpec Alliance Hold Orange Button Public Review SFAA and NASBP […more]


Posted Friday, October 6, 2017

CFA Institute Publishes Blog: Realizing the Potential of Structured Data

Despite its presence and use for several years now, XBRL has not achieved its full potential for either investors or companies in the United States. One reason is that companies continue to see structured data as a compliance and cost burden, and they have shared these views with regulators. Securities regulators worldwide are examining costs […more]


Posted Thursday, September 7, 2017

Calcbench Newsletter (September 2017)

In this issue:

  • Health of the health insurers
  • Business services sector: key metrics
  • Public Company Accounting Oversight Board’s list of priorities for inspecting audit firms this year
  • FASB’s new standard for hedge accounting

Posted Wednesday, August 30, 2017

How well do you tick and tie your XBRL?

David Tauriello, Vice President, Operations, XBRL US

Reporting supply chain participants – public company personnel and partners, regulators, analysts and researchers – know the value of telling a company’s story with standardized data. And now, XBRL Achievements are showing up on LinkedIn and other professional/social networking platforms to let colleagues and other professionals know who sets and keeps the pace in a transformed reporting environment.


Posted Thursday, August 10, 2017

August 2017 Newsletter

August 2017   Regulatory & Legislative News IASB Published Proposed Changes to IFRS Taxonomy for Public Review SEC Publishes Public Company Datasets, Now Including Notes SEC Posts Further Guidance on Signage in XBRL Tagging XBRL US News XBRL Investor Forum: Smart Data, Better Results, Set for November 1, New York City Data Quality Committee (DQC) […more]


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