October 2020 Newsletter

October, 2020 SEC Commissioner Allison Herren Lee, and PwC Vice Chair Wes Bricker will provide keynote addresses at the XBRL US Investor Forum 2020, November 17-18, 2020. Commissioner Lee has been an outspoken advocate for transparency and greater accountability to help small business, increase diversity and improve access to information for investors. Wes Bricker, who […more]


Webinar: Electric Transmitting Utilities & New FERC XBRL Requirements

3:00 PM EDT Thursday, December 10, 2020
XBRL US Webinar
Watch / listen to replay

Attend this free 50 minute webinar for an in-depth review of how to prepare annual FERC Form 714 in machine-readable (XBRL) format in compliance with new FERC requirements.ย  Learn what to expect from a vendor, questions to ask, processes to put in place internally, and lessons learned from other XBRL programs. CPE credit will be […more]


XBRL US Data Quality Committee Public Exposure of 12th Ruleset

US GAAP and IFRS filers, investors, XBRL providers encouraged to participate The XBRL US Data Quality Committee (DQC) has published its 12th Ruleset for a 45-day public review and comment period, which closes on June 1, 2020. DQC rules aid US GAAP and IFRSย  issuers in preparing consistent, error-free financials, by providing automated checks that […more]


FASB Chairman to Address Importance of Standardized Data in Setting Accounting Standard, at XBRL Investor Forum, Nov 4 in NY

Topics to be covered include blockchain, artificial intelligence, new reporting domains like municipal securities reporting, and more.


XBRL US Data Quality Committee Public Review for 10th Ruleset

SEC filers, investors, XBRL providers encouraged to comment, and to use approved Ruleset 9ย  The XBRL US Data Quality Committee (DQC) has published its 10th Ruleset for a 45-day public review and comment period, which closes on September 16, 2019. DQC rules are developed to aid issuers in preparing consistent, error-free financials, by providing automated […more]


FASB Chair Golden to Keynote Investor Forum 2019: Driving Actionable Analytics, Nov 4, New York

Topics to be covered include blockchain, artificial intelligence, new reporting domains like municipal securities reporting, and more.


FAST Act Compliance: Cover Page Tagging for SEC Filers

3:00 PM EDT Wednesday, June 26, 2019
XBRL US Webinar
Watch / listen to this program

Attend this one-hour session for a review of the SEC’s FAST Act rule which requires XBRL cover page tagging for Forms 10-Q, 10-K, 8-K, 20-F and 40-F.


Municipal Finance Data Forum

10:00 AM ET Wednesday, April 24, 2019
XBRL US Meeting || District Offices, 1025 Connecticut Avenue NW
Watch / listen to event


XBRL US Data Quality Committee Approves 7th Ruleset

8th Ruleset published for public review and comment period The XBRL US Data Quality Committee (DQC) has finalized, approved, and published its 7th Ruleset which includes 13 types of validation checks for filings prepared using the US GAAP Financial Reporting Taxonomy as well as two guidance documents. The DQC also published an 8th Ruleset for […more]


November/December 2018 Newsletter

November/December 2018 Regulatory and Legislative News SEC Publishes List of Rules to be Reviewed Including XBRL Requirement Rules SEC Posts Draft EDGAR Manual, Effective December 17, 2018 SEC Staff Finds IFRS Filings Have Higher Custom Tag Rates Than US GAAP Filings SEC Proposes Rule on Variable Annuity Referencing Inline XBR SEC Commissioner Kara Stein Speech […more]