The latest on Using XBRL Data

Posted Wednesday, November 3, 2021

October, 2021 Newsletter

October, 2021 New speakers added to the XBRL US Investor Forum: Data that Delivers. Experts from William Blair Investment Management, Sustainability Accounting Standards Board (SASB), Moody’s Investor Service, and more have joined the speaker lineup at this year’s half-day forum. Keynote speakers at the 2021 event include SEC Commissioner Caroline A. Crenshaw, and Leslie Seidman, […more]


Posted Tuesday, October 5, 2021

September, 2021 Newsletter

The Federal Government and individual agencies are rapidly recognizing the value of structured data. Recent legislation and regulatory actions show the increasing call to treat data as a strategic asset and embrace standardization to safeguard decision-useful data. Congressional Budget Justification Transparency Act of 2021 Signed by President – Requires Agencies to Post Budget Materials in […more]


Posted Friday, September 3, 2021

August, 2021 Newsletter

August, 2021 SEC Commissioner Caroline Crenshaw and Independent Corporate Director, former FASB Chair, Leslie Seidman to keynote XBRL US Investor Forum: Data that Delivers. The half-day, virtual event, to be held on November 10, will feature case studies and demonstrations of how machine-readable data has changed the analytics dynamic for investors, corporate financial planners, researchers, […more]


Posted Thursday, August 26, 2021

SEC Commissioner Crenshaw and Former FASB Chairperson Seidman to Keynote XBRL US Investor Forum 2021

XBRL US announced today that the annual XBRL US Investor Forum 2021: Data that Delivers, will feature two keynote speakers, Commissioner Caroline A. Crenshaw of the United States Securities and Exchange Commission; and Independent Corporate Director and former FASB Chairperson, Leslie F. Seidman. This year’s virtual forum, which will take place on November 10, 2021, […more]


Posted Friday, August 20, 2021

SEC Announced Open Data Access Enhancements

The Securities and Exchange Commission (SEC) made an announcement today concerning enhancements to open data access including a new API that allows users to aggregate XBRL financial data. Read the release. Access the documentation.


Posted Tuesday, August 3, 2021

July, 2021 Newsletter

July, 2021 The Securities and Exchange Commission (SEC) announced an ambitious schedule in their Spring 2021 UnifiedAgenda of Regulatory and Deregulatory Actions. The announcement outlines both proposed and final rules for thisFall and Spring 2022. Rules coming out in October most likely to impact the XBRL community, as well as issuers,include a final rule for […more]


Posted Wednesday, July 7, 2021

June, 2021 Newsletter

June, 2021 SEC announced tools and programs to support issuers, XBRL application providers, and data users. On June 22, the Commission announced its intent to conduct a test pilot program to support the planned roll-out of the final rule Securities Offering Reform for Closed-End Investment Companies. This is an important development that will help issuers […more]


Posted Tuesday, June 1, 2021

May, 2021 Newsletter

May, 2021 Financial Transparency Act (FTA) reintroduced to 117th Congress. This important bill, if passed, calls for eight financial regulatory agencies to require data standards for their reporting entities. The FTA was reintroduced on May 4, 2021, as H.R. 2989 by co-sponsors Carolyn Maloney (D-NY) and Patrick McHenry (R-NC). Agencies named in the bill include […more]


Posted Thursday, May 6, 2021

The Calcbench Insider: May 2021

In this issue:

  • non-GAAP adjustments
  • executive compensation
  • Rite Aid Corp. and negative goodwill
  • corporate income taxes

Posted Monday, May 3, 2021

April, 2021 Newsletter

Sustainability and climate issues remain in the headlines in the US and Europe. US Treasury Secretary Janet Yellen gave a compelling speech this month outlining Treasury’s “whole-of-government” approach to climate change, emphasizing the importance of ESG data, and Treasury’s intent to work with the Securities and Exchange Commission (SEC) to ensure an effective approach to […more]


Comment