Compliance requirements for investment management companies related to the new Securities and Exchange Commission’s (SEC) final rule will start early next year. Variable annuities and life insurance companies will be preparing their disclosures in XBRL format for the very first time. Don’t miss the opportunity to learn from XBRL experts with years of experience working with investment management companies.
Join XBRL US and the SEC to find out details about the rule as well as technical requirements so that you can successfully comply. Public companies will need to begin XBRL preparation as early as April of next year (for those with 12/31 year end dates).
Attend this session to get a snapshot of the AI landscape today, and to learn where it is likely to go tomorrow. Explore case studies on how machine learning, combined with structured, machine-readable data, is being used for data normalization, catching anomalies and problems in corporate public company data, and more.
Investment Schedule Guidance also published for public review The XBRL US Data Quality Committee (DQC) has published its 19th Rule Set for a 45-day public review and comment period, which closes on September 1, 2022. The freely available DQC rules are developed through a collaborative process with stakeholders by exposing proposed guidance and validation rules […more]
Dive into how best to prepare reports featuring debt securities. This webinar and supporting guidance is designed by the XBRL US Data Quality Committee (DQC) as a companion to the Financial Accounting Standards Board (FASB) implementation guide on “Financial Instruments – Debt Securities”
By Christine Cheng*, Assistant Professor, Patterson School of Accountancy at University of Mississippi; and Campbell Pryde, President and CEO, XBRL US Resources Teaching Case (PDF) Data script (Python) XBRL API provisioning Academic Member Benefits Controversial questions require the right dataset. Case studies are often the best tool for students to learn how to untangle the […more]
Attend session 2 to learn how the new requirements will change filers current workflow, and issues to consider during the transition; it will also address SEC staff interpretations and FAQs that can be used as resources.
Attend this first session (of 2) for a review of what needs to be tagged, where to find (and how to use) samples provided by the SEC, and learn from a discussion of where facts that must be tagged appear in your own filings.
Executive Summary Data used for investment decisions, policy-setting and risk assessment should be made available in non-proprietary machine-readable formats. Current best practices for disclosures as machine-readable data have improved quality, reduced the cost of processing, and improved timeliness and usability of reported data. Prepared by: XBRL US ESG Working Group chaired by: Anna Kwok, Vice […more]
The International Financial Reporting Standards (IFRS) Taxonomy is the global standard issued by the IFRS Foundation to mark up electronic IFRS financial statements. By providing the IFRS Taxonomy, the International Accounting Standards Board can ensure that the taxonomy used is an accurate representation of International Financial Reporting Standards (IFRS Standards). SEC’s IFRS Taxonomy FAQ 2022 IFRS Taxonomy […more]
The national consortium for
the business reporting standard
