Join technologists, developers, consultants and project managers at the 3rd annual XBRL Data Forum, to share ideas, and learn new technologies and techniques in working with structured data and databases. This year we’ve expanded the program to a day and a half to accommodate new technologies and reporting domains including Government Reporting, Corporate Actions and Construction. Sessions will range from informative panel sessions and demonstrations, to interactive, small-group workshops to spark ideas and technical learning.

Monday, September 15, 2014

5:30 PM – 6:30 PM

Pre-Conference Networking Reception

Tuesday, September 16, 2014

7:30 AM – 9:00 AM

Breakfast with Exhibitors

8:00 AM – 9:00 AM

Technical Introduction to XBRL Fundamentals

This session is geared towards newcomers to XBRL and those looking for a refresher. It covers basics of taxonomies and instance documents, organizations involved, and explains the XBRL standard versus other standards, e.g., US GAAP, ISO 20022, etc.

Phillip Engel, Data Architect/Lead Technologist

9:00 AM – 9:30 AM

Keynote Speaker: Opening Remarks

XBRL is not just for US corporate reporting. Learn how corporate XBRL data is used around the world for securities reporting to facilitate cross-border investment. Find out about the DATA Act, legislation mandating structured data for government reporting, confirming the importance of data standards in all reporting domains.
Al Berkeley, Chairman, Principal Capital Management, and Chair, XBRL US Conference Advisory Committee
John Turner, CEO, XBRL International
9:30 AM – 10:00 AM

Keynote Speaker: Taylor Hawes, General Manager, Finance Systems & Operations, Microsoft

Find out about trends in data consumption, including Microsoft’s use of XBRL data internally for competitive purposes.
10:00 AM – 10:30 AM

Keynote Speaker: John Connors, Partner, Ignition Partners

Learn about Big Data trends and how your own corporate financial data is being used. Explore how XBRL is changing the dialogue between public companies and their stakeholders including shareholders, the media and regulators.
10:30 AM – 11:00 AM

Break with Exhibitors

11:00 AM – 11:10 AM

Maximize Quality in the Data Lifecycle

Join the introduction to this 3-Step session that will walk you through the steps in creating structured data. Understanding how data is created is critical information for tool and data providers so they can effectively manage the data produced.

Mike Willis, Partner, PwC
Phillip Engel, Data Architect/Lead Technologist, XBRL US
Glenn Doggett, Director, CFA Institute

11:10 AM – 12:00 PM

Step 1 – How the Taxonomy & the Reporting Standard Affect Quality

Obtaining high quality data requires significant upfront planning and a solid understanding of what’s being reported. First, it’s critical to create a taxonomy that accurately reflects the necessary architecture of the data, with clear and appropriate concept definitions with key players engaged. What are the restrictions and the flexibility in the underlying standard? What data needs to be reported and how will it be used? Data intermediaries and analytical tool providers should be aware of the basics of taxonomy building so they can adapt their tools and be prepared to manage the data extracted. Facilitated discussion groups will be used to brainstorm ways to manage this critical step in the process.
Mark Montoya, Chief of Data Strategy, FDIC
Louis Matherne, Chief of Taxonomy Development, FASB
Mike Willis, Partner, PwC (moderator)
12:00 PM – 12:40 PM

Step 2 – How Filers Affect the Usefulness of their Data

What happens when filers (government agencies, public companies, contractors) tag their own data? Is there sufficient guidance and an automated means of testing their own work? How does flexibility affect the data produced? Attend this session to learn how different implementations produce different kinds of data, based in part on the kind of validation methods made available to the reporting entities.
Greg Zegarowski, Assistant Controller-Integrated Reporting, URS Corporation
Phillip Engel, Data Architect/Lead Technologist, XBRL US
12:40 PM – 1:40 PM

Lunch with Exhibitors

1:40 PM – 2:40 PM

Step 3 – How to Effectively Extract & Use XBRL Data

The third step in the process involves extracting and using the data. Analytical tool providers and data intermediaries must analyze the data and determine how best to handle any unresolved data quality issues. Learn from financial experts who manage these problems effectively and efficiently every day to produce good quality data for commercial use. Facilitated discussion groups focusing on data usage in other reporting domains will follow the presentations.
Pranav Ghai, co-Founder, Calcbench
Ilya Vadeiko, Founder, FinDynamics
Pooja Patel, Project Manager, Iris Business Services
Glenn Doggett, Director, CFA Institute (moderator)
2:40 PM – 2:50 PM

Maximize Data Quality Lifecycle – Discussion Wrap-Up

Mike Willis, Partner, PwC
Glenn Doggett, Director, CFA Institute
Phillip Engel, Data Architect/Lead Taxonomist, XBRL US
2:50 PM – 3:10 PM

Standards Business Case – Government, Corporate Actions, Construction & More

Standards have been proven to increase transparency, accuracy and reliability of reporting in many different reporting domains around the world. Join this session to learn about the business case for using the XBRL standard in 1) government reporting covering specifics of the DATA Act, 2) corporate actions processing, and 3) surety reporting. Attend this session for a review of what’s to come during the next day’s deep dive into specific reporting areas.
Len Lipton, Managing Director, GlobeTax
K. Dixon Wright, Surety, Wells Fargo Insurance Services USA, Inc.
Michelle Savage, Vice President Communication, XBRL US
3:10 PM – 4:00 PM

Building the Construction Energy Transportation Taxonomy

4:00 PM – 4:30 PM

Break with Exhibitors

4:30 PM – 5:30 PM

Performing Analysis with XBRL

Attend this session to see brief tool demos and learn how XBRL makes them unique. This session will spark ideas for new forms of analysis and visualization that you may want to do in your own business.
Chen Zou, Product Manager, Fujitsu
Ari Mitra, CTO, Apurba Technologies
Qinlin Luo, Founder, Prime Aim Technology
K. Balachandran, Co-Founder & Director, Iris Business Services
Jordan Woodard, Director of Business Development, Rivet Software (moderator)
5:30 PM – 7:00 PM

BONUS: XBRL Working Group Meeting – Construction Energy Transportation

A special meeting will be held immediately following the Tuesday close of the XBRL Data Forum for those interested in learning more and participating in the XBRL Construction Energy Transportation (CET) Working Group.

NOTE: this Working Group meeting is open to anyone attending the XBRL Data Forum or Current Developments Conference.

5:30 PM – 7:00 PM

Networking Reception with Exhibitors

Wednesday, September 17, 2014

7:30 AM – 8:30 AM

Breakfast with Exhibitors

8:30 AM – 9:20 AM

Exploring the Corporate Actions Taxonomy

The current release of the taxonomy contains specific actions for over 50 events, ranging from simple dividend announcements to complex mergers. Attend this session for an in-depth review of how the taxonomy was developed and what it contains. Learn how the XBRL International Working Group is continuing the development process. Find out about upcoming milestones and how you can get involved.

Campbell Pryde, President & CEO, XBRL US<

9:20 AM – 10:10 AM

A Better Way to Process Corporate Actions – From Intermediaries to Downstream Users

Attend this session to learn how XBRL formatting makes it easier to receive and consume corporate actions messages but most importantly, how it can reduce the cost of processing corporate actions events. Learn how XBRL formatted messages can be absorbed into your own entity’s infrastructure without rekeying or reworking. Case studies will be used to illustrate.
Len Lipton, Managing Director, GlobeTax
Herm Fischer, Developer, Mark V Systems
Campbell Pryde, President and CEO, XBRL US
10:10 AM – 10:40 AM

Break with Exhibitors

10:40 AM – 11:30 AM

Government Reporting, Big Data & the DATA Act

The Digital Accountability Transparency (DATA) Act promises to transform government reporting across agencies. Learn specifics of the DATA Act, how Big Data factors into it and see examples of how government data can be made more transparent, timely and functional.
Hudson Hollister, Executive Director, Data Transparency Coalition
Eric Gillespie, CEO, Govini
Gianluca Garbelotto, CEO, PHIX
Mike Willis, Partner, PwC (moderator)
11:30 AM – 12:10 PM

How US Government is Implementing the DATA Act

Learn about specific use cases that will soon be possible with implementation of the DATA Act. How is the rollout progressing so far? What will be the impact on the auditor community? Get more technical details that can help accountants, consultants, and tool providers identify opportunities through the DATA Act.

Campbell Pryde, President and CEO, XBRL US

12:10 PM – 1:10 PM

Lunch with Exhibitors

1:10 PM – 2:00 PM

XBRL Technical Update

Get the status and find out what’s new in the XBRL technical spec, including Table Linkbase, Inline XBRL, XBRL databases and more. Learn about the XBRL International registries, what’s in them, how to use them.
Paul Warren, Technical Director, XBRL International
Herm Fischer, Developer, Mark V Systems