Posted on Tuesday, September 29, 2015

Speakers from Bloomberg, Credit Suisse, OFR/Treasury, SEC, S&P Capital IQ confirmed

XBRL US today announced a ½ day forum for investors, analysts, regulators, data and analytical tool providers:  Improving Financial Analysis through Structured Data. The forum is hosted by Baruch College’s Zicklin School of Business at their E. 25th Street campus and offered through partnerships with the New York Society of Security Analysts (NYSSA) and CFA Institute.

Sessions will show attendees how to build XBRL databases and conduct analysis using XBRL, and feature discussion panels on how structured data is being used today. Attendance is free to the public and requires registration.

What – sessions will include:

  • Conversation among analysts and data providers about who’s using XBRL data and how
  • Regulator panel discussion about additional areas of corporate and financial institution reporting where structured data is soon to be required or under consideration, including mutual funds, derivatives and executive compensation
  • Step by step instruction on how to build a database and use XBRL data to perform financial analysis that’s better and faster than conventional methods

Who – speakers confirmed to date include:

  • Emil Efthimides, global regulatory monitor, Bloomberg
  • Pranav Ghai and Alex Rapp, co-Founders, Calcbench
  • Eric Linder, Vice Chairman, NYSSA Corporate Reporting and Analysis Committee
  • Sandra Peters, CPA, CFA, Head of Financial Reporting Policy Group, CFA Institute
  • Campbell Pryde, President and CEO, XBRL US
  • Mohini Singh, ACA, Director, Financial Reporting Policy Group, CFA Institute
  • Amit Varshney, CFA, FRM, HOLT, Credit Suisse
  • David vun Kannon, Senior Standards Specialist – Office of Financial Research, U.S. Department of the Treasury
  • Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, Securities and Exchange Commission
  • Representative from S&P Capital IQ

When:  1:50 PM to 7:00 PM ET (includes networking reception)

Where:  Baruch College Newman Library, 151 East 25th St., New York, NY

About Baruch College

Baruch College is a senior college in the City University of New York (CUNY) with a total enrollment of more than 18,000 students, who represent 164 countries and speak more than 129 languages. Ranked among the top 15% of U.S. colleges and the No. 4 public regional university, Baruch College is regularly recognized as among the most ethnically diverse colleges in the country. As a public institution with a tradition of academic excellence, Baruch College offers accessibility and opportunity for students from every corner of New York City and from around the world.  For more about Baruch College, go to

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 138,000 members in 148 countries and territories, including 131,199 CFA charterholders, and 146 member societies. For more information, visit


Founded in 1937 by value investing pioneer Benjamin Graham, the New York Society of Security Analysts (NYSSA) is a leading forum for the financial services industry and a provider of professional education and career development. In addition to delivering more than 200 events annually for its members, investment professionals and the general public, NYSSA prepares hundreds of candidates to obtain the Chartered Financial Analyst® designation. With a membership of nearly 9,000, NYSSA is the largest CFA® society in North America and a founding member of the CFA Institute. NYSSA is committed to promoting best practices and the highest ethical standards in finance. Visit for more information.


XBRL US is the non-profit consortium for XBRL business reporting standards in the U.S. and it represents the business information supply chain. Its mission is to support the implementation of XBRL business reporting standards through the development of taxonomies for use by U.S. public and private sectors, with a goal of interoperability between sectors, and by promoting XBRL adoption through marketplace collaboration. XBRL US has developed taxonomies for U.S. GAAP, credit rating and mutual fund reporting under contract with the U.S. Securities and Exchange Commission and has developed a taxonomy for corporate actions. About XBRL US:

Register to attend:

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