About the Program

Attend this free investor event featuring keynote speakers Agnes Grunfeld, CFA, MD, GMI Ratings and Dan Gode, Professor, Clinical Associate Professor of Accounting, NYU Stern School of Business, plus speakers from the Securities and Exchange Commission and the investment community at this free event for analysts and investors.

This event will cover how technology changes the way we analyze companies and make investment decisions and will explore and demonstrate how XBRL is used by the SEC, data aggregators, buy- and sell-side firms. Learn about new open source and commercial tools that now offer more timely, functional data. Hear from data aggregators that are serving up XBRL data to their clients. Find out what’s ahead for corporate data and potential changes in other areas like corporate actions, earnings releases and even government data.

This conference is brought to you by the NY Society of Security Analysis (NYSSA), Baruch College’s Robert Zicklin Center for Corporate Integrity and XBRL US.

Speakers and Agenda

3:00 pm – Opening Remarks: Campbell Pryde, President and CEO, XBRL US

3:05 – Keynote: Agnes Grunfeld, CFA, Managing Director, GMI Ratings

3:30 – XBRL Data for Analysis – a Review of Data in Use Today and What’s Ahead

XBRL data has promised ease of use, greater accuracy and timeliness, and the ability to quickly and easily consume and analyze large volumes of company-specific data. This group of panelists from the data aggregator community will discuss how their organizations are planning for the use of XBRL and are actively consuming XBRL data today for their buy- and sell-side clients. Discussion will cover challenges and benefits of XBRL from a database standpoint, e.g., what needs to be done to prep the data, and how it can be beneficial from an analytical standpoint.

Moderated by Campbell Pryde, President and CEO, XBRL US

  • David Coluccio, Content Strategy – Company Related Data, Thomson Reuters
  • Glenn Doggett, CFA, Director, Standards of Practice, CFA Institute
  • Eric Wiseblatt, Software Engineer, Google
  • Alex Rapp, Co-Founder, Calcbench
  • Emily Huang, Co-Founder & SVP, Sales & Marketing, Rivet Software

4:15- Keynote: Dan Gode, Clinical Associate Professor of Accounting, New York University’s Stern School of Business

4:35 – How Analysts, Investors & Regulators Use Corporate Data: A Changing Landscape

Regulators, sell-side and buy-side analysts consume data in different ways, e.g., for historical analysis comparing multiple companies, for trading purposes, to identify outliers. Learn how the use of XBRL is already changing the way these stakeholders perform day-to-day analysis and how that could change even more in the future with XBRL in earnings announcements, government data, corporate actions announcements.

Moderated by Mike Willis, Partner, PwC

  • Suzanne Morsfield, Director of Research, Columbia Business School
  • Matthew F. Slavin, Division of Risk, Strategy and Financial Innovation, Office of Interactive Data, U.S. Securities and Exchange Commission
  • Aaron Elstein, Senior Reporter, Crain’s New York
  • Monika Nica, Vice President, Morgan Stanley

5:20 – XBRL Challenge Apps Review

  • Phillip Engel, Lead Technologist, XBRL US
  • Paul Ratnaraj, Director – Advanced Innovation, WRDS (Wharton Research Data Services)

5:50 – Analytical Tools on the Market

  • Pranav Ghai, co-Founder, Calcbench
  • Elias-John Kies, Director, Edgar-Online
  • Emily Huang, Co-Founder and SVP, Sales and Marketing, Rivet Software
  • Campbell Pryde, President and CEO, XBRL US

6:15 – Cocktail Reception

Who Should Attend?

  • Investors, analysts
  • Software companies and developers
  • Regulators
  • Issuers

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