XBRL US member volunteers are the driving force helping to set the strategic direction of the organization. All members have the opportunity to join one of the primary steering committees. Each steering committee may also establish working groups for a specific activity.
Communications Steering Committee (CSC)
With a mission of facilitating the adoption and widespread use of XBRL by the business reporting supply chain, the CSC engages members, government and the public at large to increase the awareness of the benefits of using XBRL data and build community among a diverse audience.
The CSC meets the third Tuesday of the month at 3 PM ET. Send a note to firstname.lastname@example.org to learn more & participate in upcoming meetings.
- Ami Beers, AICPA
- Chase Bongirno, Toppan Merrill – Steering Committee Chair
- Lisa Cousino, Broadridge
- Jason Elkins, Certent
- Steven Huddart, The Pennsylvania State University, Smeal College of Business
- Colin Johnson, Donnelley Financial Solutions
- Patrick Loughry, Toppan Merrill
- Ariel Markelevich, Suffolk University
- Angela McTere, Donnelley Financial Solutions
- Robert Nehmer, Oakland University
- Topher Taylor, EDGAR Agents, LLC
- John Truzzolino, Donnelley Financial Solutions
Data Quality Committee (DQC)
The Committee is responsible for developing guidance and validation rules that can prevent or detect inconsistencies or errors in XBRL data filed with the SEC. Working within its Guiding Principles for Element Selection, the Committee focuses on data quality issues that adversely affect data consumption and analysis and prioritizes issues based on input from users.
Approximate Public Exposure Periods for DQC Rules and Guidance
Generally, rules are considered for approval within 45 days of Public Exposure, and effective within 90 days of approval.
The Committee provides an open collaborative process with stakeholders through exposure of its proposed guidance and validation rules for public comment. Members of the Committee include representatives from software providers, data aggregators, institutional investors, the accounting profession and academia. To contact the Data Quality Committee email DQC@xbrl.us.
The Committee’s key activities include:
- Developing unambiguous guidance on how to tag financial data using XBRL and freely available, automated validation rules to verify compliance with its guidance and to prevent or detect tagging errors.
- Obtaining input through public exposure of its proposed guidance and validation rules for a sixty day period and incorporating the input, as appropriate, in the final approved guidance and validation rules.
- Providing progress updates to SEC staff and input to FASB staff to aid in simplifying and improving the US GAAP Taxonomy.
Shelly Wavrin, Toppan Merrill (Chair)
Shelly Wavrin joined Toppan Merrill in July 2012. Shelly supports international and domestic filers to meet their Interactive Data requirements with the Securities Exchange Commission (SEC), and is responsible for developing, implementing and managing XBRL technical training programs. She is a member of the IFRS Taxonomy Consultative Group and a member of the FASB Taxonomy Advisory Group.
Shelly has more than twenty years of professional experience in private industries and public accounting. Before joining Toppan Merrill, Shelly worked for a number of international consulting and public accounting firms. Her services are concentrated on consulting and other assurance related engagements rendered to public entities registered with the SEC as well as to private equity portfolio companies.
Shelly graduated from National ChengChi University in Taiwan with a B.A in Accounting, and received her MBA from University of Birmingham in England.
Amit Varshney, Credit Suisse HOLT
Amit Varshney is a Vice President in HOLT at Credit Suisse. Prior to that he was a member of Accounting & Tax Equity Research team for 8 years at Credit Suisse. Before that Amit was an IT consultant in Financial Services industry. Amit is a Chartered Financial Analyst, a Financial Risk Manager and a member of CFA Institute, NYSSA and Global Association of Risk Professionals. He holds an MS in Computer Science (Application) from IIT Delhi, India.
Adrien Cloutier, Morningstar, Inc.
Campbell Pryde, XBRL US, Inc
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde 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, Mr. Pryde was a Partner in the Risk and Advisory Practice of KPMG LLP. He is a member of the New Zealand Institute of Chartered Accountants.
Charles Kessler, S&P Global Market Intelligence
Charles Kessler is a Data Steward with S&P Global Market Intelligence who specializes in fundamental data. He is responsible for content and policy decision-making as it pertains to general fundamentals, and is a subject matter expert on the Compustat database. He monitors changes in financial reporting and its impact on data aggregation, and consequently is well-versed in U.S. GAAP and IFRS reporting standards. Charles was previously a research analyst covering the ‘Gold & Precious Metals Mining’ and ‘Upstream Oil & Gas’ industries, so he has a strong understanding of financial reporting from that perspective.
Gladimyr Sully, idaciti
Jennifer Liu, Bloomberg
Jennifer is a member of Equity Taxonomy Team in Bloomberg. She leads a Global Standardization group which is in charged with developing and implementing Fundamental data processing rules and standards. Tactically this would involve performing research on new accounting standards, facilitating discussions and creating new fields to adapt new rules for Bloomberg products. Ms Liu holds a master degree specialized in Accounting and is a Chartered Financial Analyst.
Pranav Ghai, Calcbench
Pranav Ghai is Co-Founder and CEO of Calcbench. He is an analytics professional who has built expert systems that interact with information to return actionable ideas. The majority of Mr. Ghai’s professional career has been based in financial services, with time spent at Morgan Stanley and ITG. He is also a contributing member to the Microsoft Technical Computing Customer Advisory Board. Mr. Ghai graduated with a BS from Bates College and an MS in Applied Mathematics from the Courant Institute at New York University.
Izabela Ruta, IASB
Izabela Ruta is Technical Manager at the International Accounting Standards Board (IASB). She is responsible for the development of the IFRS Taxonomy, mainly from the IFRS content perspective. She is also involved in the IFRS Foundation’s global outreach activities to promote understanding and adoption of IFRS Standards and the IFRS Taxonomy. Before joining Taxonomy team, Izabela worked at the IASB for 6 years on developing IFRS 17 Insurance Contracts.
Izabela holds an MSc in Management and Marketing from the University in Lodz, Poland. She also worked for KPMG Poland for 6 years, where she was supervising audit teams.
Louis Matherne, FASB
As FASB Chief of Taxonomy Development, Louis Matherne is responsible for all aspects of the ongoing development and maintenance of the US GAAP Financial Reporting Taxonomy in support of the annual taxonomy release as required for use by Securities and Exchange Commission registrants. Prior to joining the FASB, Louis was Director of XBRL Services at Clarity Systems where he was responsible for providing XBRL leadership and subject matter expertise to Clarity Systems’ clients as well as sales and product development teams. Prior to joining Clarity Systems, Louis was a member of the Securities and Exchange Commission’s XBRL project team that developed the US GAAP taxonomy.
Prior to joining the SEC project, Louis was a Director with the American Institute of CPAs, most recently as Director XBRL. In that capacity, Louis also served as the Founding President of XBRL International. Prior to joining the AICPA, Louis achieved more than 15 years of accounting, auditing and related experience at Grant Thornton while based in New Orleans, Philadelphia, the UK Accounting and Auditing Group in London, and ultimately landing in the US Accounting and Auditing Group in New York. Louis has been deeply involved with XBRL from its inception in 1999 and has been referred to as one of the Founding Fathers of XBRL.
Domain Steering Committee (DSC)
With a mission to support technology and development efforts of XBRL US necessary to meet the business reporting needs of key markets in the United States, the DSC approves taxonomy development work, performs quality control by setting standards for the taxonomy development process and standards program implementations, and provides feedback to working groups.
The DSC meets the third Tuesday of every month at 2 PM ET. Send a note to email@example.com to learn more & participate in upcoming meetings.
- Corporate Actions Architecture Guide (2011)
- Taxonomy Approval Metrics and Process (2018)
- Taxonomy Developers Handbook (2020)
- US GAAP Architecture Guide (2008)
- US GAAP Technical Guide (2008)
- Work in Process Taxonomy Guide (2016)
- XBRL US Style Guide (2017)
- Scott Theis, Novaworks, LLC – Steering Committee Chair
- Lisa Cousino, Broadridge
- Jaret Klekota, EY
- Josh Ladner, NeXtBRL
- Patrick Loughry, Toppan Merrill
- Joe Luczka, KPMG
- Robert Nehmer, Oakland University
- Chris Taylor, EDGAR Agents, LLC
- Shelly Wavrin, Toppan Merrill
You must be logged in to post a comment.