Below is an archive of thought-leaders on a variety of XBRL implementation topics related to US GAAP reporting. Visit our replay page for more comprehensive coverage and specific recent topics.

Trends in XBRL Data Consumption & Disclosure Management

Thursday, September 19, 2013 – Lisa Cousino of Thomson Reuters XBRL Best Practices and Professional Standards, discusses trends in data consumption and in the use of disclosure management by public companies.

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SEC Filer Challenges After Limited Liability

Wednesday, September 18, 2013 – Colby Santana of Thomson Reuters shares insights into biggest public company challenges now that limited liability has gone away.

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The Service Provider’s View – Current and Anticipated Directions in XBRL

Friday, August 30, 2013 – Gary Purnhagen of DataTracks Services Limited discusses challenges for filers, trends among public companies related to XBRL in the enterprise, and other reporting possibilities.

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Lessons Learned from the XBRL Rollout

Friday, September 07, 2012 – Lisa Cousino of Thomson Reuters Accelus discusses her perspective on the learning process in the XBRL rollout to date, and the importance of practice, practice, practice with respect to creating quality XBRL data.

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Perspectives on the Cloud-Based Future of XBRL

Friday, September 07, 2012 – TRS, Chairman and CEO of DataTracks, discusses the importance of emerging cloud-based services as a component to improving financial statement controls.

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The Service Provider’s View of the XBRL Rollout

Thursday, September 06, 2012 – Brenda Bowman of Thomson Reuters Accelus discusses the importance of a well-defined process, proper training and the support of experts when working with XBRL filings.

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The Auditor’s View of the XBRL Rollout

Wednesday, September 05, 2012 – Ted Uehlinger of PwC discusses important trends he’s seeing with clients and stresses that standardization that should make the XBRL process easier.

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The Software Provider’s View of the XBRL Rollout

Tuesday, September 04, 2012 – Dan O’Brien of IBM recaps important XBRL developments in 2012, and discusses what the next phase of XBRL development holds in financial reporting, software development, and academia.

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The Auditor’s View of the XBRL Rollout

Thursday, September 15, 2011 – PwC’s Director Risk Assurance – Jennifer Neglia – offers insights on how detailed footnote tagging and the expiring limited liability provision are impacting audit procedures.

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Marc Donner, Google and Judge for XBRL Challenge

Tuesday, August 30, 2011 – Engineering Director at Google talks about how XBRL fits Google’s mission of organizing the world’s information.

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Fujitsu’s Jaideep Shah Gives Progress Report on XBRL Rollout for SEC Filers

Friday, August 26, 2011 – Senior Project Manager Jaideep Shah says that the growing number of examples and choices in the marketplace have helped all companies improve XBRL filing to the SEC.

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XBRL Challenge Judge Phillip Moyer Encourages Competitors to Solve Data Problems

Tuesday, August 16, 2011 – Safeguard’s Phil Moyer says VCs look for companies and tools that solve ‘previously unsolveable’ data problems.  XBRL represents great opportunity for solutions.

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XBRL Challenge Judge Al Berkeley comments on the competition

Monday, August 08, 2011 – Vice Chair, Security First, and former chair, Pipeline Trading LLC Al Berkeley encourages contestants to be creative and ‘think outside the box’ with their application entries.

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XBRL Challenge Judge Eric Gillespie, VC from Viano Capital sees XBRL as the Gold Standard for Data

Monday, August 08, 2011 – Sees XBRL as eliminating "data oppression" and XBRL-focused business’ as an opportunity for venture capitalists.

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CFA Institute Comments on XBRL Challenge

Wednesday, August 03, 2011 – Listen to the CFA Institute’s Glenn Doggett (Director, Standards of Practice) discuss the opportunities for contestants and offer tips for creating a compelling XBRL application.

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National Conference 2010: Paul Penler of Ernst & Young Summarizes Data Issues Seen in Filings (Part 2)

Wednesday, November 03, 2010

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National Conference 2010: Paul Penler of Ernst & Young Summarizes Data Issues Seen in Filings (Part 1)

Thursday, October 28, 2010

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XBRL and Regulatory Reporting: Past, Present and Future

Wednesday, June 16, 2010 – Charlie Hoffman, the recognized "father of XBRL" talks to Oracle’s Performance Management Applications – Product Marketing Director, Nigel Youell and gives his perspective on the current state of XBRL and XBRL technologies for regulatory reporting.

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Regulatory Reporting using XBRL – The SEC Viewpoint

Friday, June 11, 2010 – Oracle’s Nigel Youell interviews Jeff Naumann, Assistant Director in the Office of Interactive Disclosure at the SEC, about XBRL. This podcast is a must for all public companies who will need to publish filings in XBRL over the next few years. Get the SEC viewpoint of the current requirements and some insight into what the future might hold.

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2009 Conference: Opening Remarks – Taylor Hawes (Microsoft)

Tuesday, November 17, 2009

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2009 Conference: XBRL and Changing Accounting Standards

Tuesday, November 03, 2009 – A case study about Fujitsu as discussed with Hiro Makita, Senior Director of Product Marketing & Management, Fujitsu America.

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2009 Conference: XBRL Global Adoption

Tuesday, November 03, 2009 – A conversation with Bill King, Senior Vice President, Sales, Fujitsu America on XBRL adoption across the globe and the financial reporting chain.

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2009 Conference: The Next Frontier in XBRL

Thursday, October 01, 2009 – Phillip Moyer – CEO of EDGAR Online, member of the XBRL US Board of Directors and session facilitator – previews the moderator and panelists for this look into the XBRL-enabled future.

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2009 Conference: Lessons Learned from Public Company Financial Executives

Friday, September 25, 2009 – Mike Schlanger – Vice president of Strategy and Business Development at Merrill Corporation and Member the Board of Directors for XBRL US – talks about the importance of planning and other key takeaways for attendees of this session.

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2009 Conference: Understanding US GAAP Taxonomy from XBRL Essentials, Understanding Reporting Requirements

Wednesday, September 16, 2009 – Christine Tan, Gregg Saunders and Stuart Zatkow explain why the US GAAP Taxonomy is important for YOU to get to know, how it can help you, what you need to convey to your team.

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2009 Conference: Detailed Footnote Tagging from XBRL Essentials, Understanding Reporting Requirements

Wednesday, September 09, 2009 – Lou Rohman, Christine Tan and Stuart Zatkow discuss why you need to understand how to tag footnotes, challenges, issues that lie ahead.

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2009 Conference: Getting Started Session from XBRL Essentials, Understanding Reporting Requirements

Friday, September 04, 2009 – Louis Matherne talks about this session and why it will be valuable to you.

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Global Standards, Corporate Actions and XBRL

Friday, May 15, 2009 – David Hands of DTCC and Karla McKenna of Citi discuss ways to improve the flow of information from issuers to investors.

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XBRL for Corporate Actions?

Thursday, April 30, 2009 – Hear Bill Lutz of the SEC and Max Mansur of SWIFT discuss the possibilities.

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Microsoft: How to develop an XBRL Implementaton Plan

Wednesday, August 27, 2008 – Microsoft’s Susan Yount offers practical advice for external reporting managers on how to develop an XBRL implementation plan.

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PepsiCo: Experiences as an XBRL voluntary filer

Wednesday, August 20, 2008 – Christine Tammara of PepsiCo discusses her experiences as an XBRL voluntary filer and the benefits of early adoption.

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Advice for Preparers: Filing in XBRL

Monday, July 07, 2008 – Voluntary Filing Program participant John Stantial of United Technologies talks about his experiences and offers tips for filing in XBRL format.

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Getting Started with XBRL – Tips for Preparers

Monday, April 28, 2008 – Clare O’Leary of Pfizer Inc. discusses her company’s experiences with the SEC’s Voluntary Filing Program and offers tips for preparers on how to get started using XBRL.

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Using XBRL from a Preparer’s Viewpoint

Friday, February 22, 2008 – Lisa Nelson of Microsoft shares her experiences with XBRL and the SEC Voluntary Filing Program, and talks about using the new release of the US GAAP Taxonomy.

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XBRL investor impact

Tuesday, February 19, 2008 – Tom Larsen and Sam Jones talk about the impact of XBRL on investors.

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XBRL and the accounting profession

Sunday, December 02, 2007 – AICPA President and CEO Barry Melancon talks to XBRL US CEO Mark Bolgiano about AICPA’s past, present and future involvement with the XBRL movement.

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Analysts and XBRL

Thursday, November 15, 2007 – CFA Institute President and CEO Jeff Diermeier talks to XBRL US CEO Mark Bolgiano about the benefits of XBRL to the analyst community, and how CFA Institute is involved.

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Interactive Data Podcasts from the Securities and Exchange Commission

Interview with Campbell Pryde, Director of Standards at XBRL US

Tuesday, July 08, 2008 – Mark Story of the SEC’s Office of Interactive Disclosure interviews Mr. Campbell Pryde, Chief Standards Officer XBRL US. They discuss interactive data (XBRL) tags and taxonomies.
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Interview with Alfred Berkeley, Chairman of XBRL US

Monday, June 16, 2008 – Mark Story of the SEC’s Office of Interactive Disclosure interviews Mr. Alfred Berkeley, former President and then Vice-Chairman of The Nasdaq Stock Market, Inc and Chairman of XBRL US.
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Questions on Interactive Data

Monday, June 16, 2008 – Mark Story of the SEC’s Office of Interactive Disclosure spends some time talking with Michelle Savage, the Vice President for Communications for XBRL US. Michelle answers questions about market adoption and interactive data implementation.
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Introduction to Interactive Data

Thursday, May 22, 2008 – In this podcast David Blaszkowsky (Director of the office of Interactive Disclosures) explains what interactive data is and how it is being used around the world.
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