Financial Reporting and Analysis, Other Industry Events

Investor Forum 2019: Driving Actionable Analytics

Monday, November 4 | 1:00 PM - 6:30 PM

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Overview

Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state and local governments.

This half-day forum provides practical information about how data standards are disrupting the information ecosystem, how you can leverage it, and where it’s headed.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

The event is free to attend but registration is required.

Seating is limited and complimentary registration is required – register today

Agenda

12:30 PM | REGISTRATION & NETWORKING


1:00 PM | WELCOMING & INTRODUCTIONS

Eric Linder, CEO, SavaNet,LLC

Campbell Pryde, President and CEO, XBRL US


1:10 PM | KEYNOTE PRESENTATION

Introduced by Arthur Fliegelman, Chair, Financial Reporting & Analysis Group, CFA Society of New York

Russell G. Golden, Chairman, Financial Accounting Standards Board (FASB)


1:40 PM | Data Standards for Municipal Securities 

Florida and California are on the road to standardized financial data for all local governments. Is this the next frontier for structured data? Learn more in this session about how standards could impact the world of municipal securities.

Speakers:

Robin Prunty, Managing Director, Head of Analytics and Research, U.S. Public Finance, S&P Global Ratings

Moderator

Liz Sweeney, Principal, Nutshell Associates, LLC (moderator)


2:10 PM | Modernizing Regulatory Disclosures

Funds, public companies, foreign private issuers, and NRSROs are required to report financial data to the Securities and Exchange Commission in structured format. The SEC has proposed that other reporting entities such as variable annuity and variable life insurance companies report in structured format. This session will address what’s required, what’s pending, and what investors are interested in seeing in structured format in the future.

Speakers

Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, Securities and Exchange Commission

Pranav Ghai, CEO and co-Founder, Calcbench

Other speakers TBD

Moderator

Mike Schlanger, Vice Chair, XBRL US Board of Directors, and Vice President Solution Sales, Toppan Merrill


2:40 PM | Rethinking Quarterly Financials

Earnings announcements and 10-Q filings are submitted to the SEC every quarter. Do quarterly submissions encourage short-termism? Does the earnings announcements provide a different value than the 10-Q? Do one or both impose an unnecessary burden on issuers? Get perspectives on these issues from the view of preparers and investors in this discussion panel.

Michael Becker, Executive Vice President, Strategic Partnerships and Initiatives, Business Wire

Todd Castagno, Executive Director, Morgan Stanley Research

Mohini Singh, ACA, Director of Financial Reporting Policy, CFA Institute


3:10 PM | Modernizing Disclosures from Utilities

In June 2019, the Federal Energy Regulatory Commission (FERC) announced a plan to adopt XBRL as the standard for filing Commission Form Nos. 1, 1-F, 2, 2-A, 3-Q electric, 3-Q natural gas, 6, 6-Q, 60, and 714. Attend this session for a conversation with FERC Energy Industry Analyst, Robb Hudson, in a conversation about how and why the Commission chose to adopt data standards. Learn about limitations in FERC’s legacy system that standards are expected to resolve, expectations for the new standards implementation, how the FERC taxonomy is being built, and the future of standards in utilities reporting.

Robert Hudson, Energy Industry Analyst, Federal Energy Regulatory Commission (FERC)

Campbell Pryde, XBRL US


3:40 PM | BREAK


3:50 PM | Blockchain, Smart Contracts & XBRL

Blockchain is a distributed, decentralized ledger that offers a unique method to establish trust among “untrusted” parties. Blockchain technology can support digital contracts. Data standards are a critical component driving the implementation of the blockchain. Join this session to hear Sandra Ro, fintech entrepeneur, and head of the Global Blockchain Business Council, provide insights into the intersection of blockchain and data standards.

Sandra Ro, CEO, Global Blockchain Business Council (GBBC)


4:20 PM | Artificial Intelligence, Machine Learning & XBRL

AI is about creating technology that allows computers and machines to function in an “intelligent” manner. Much of AI is based on machine-learning – deriving information and making decisions by identifying patterns in data. An AI system needs to review lots of data, supported by an open data ecosystem with unambiguous standards for structuring and labeling that data. Join this session to learn how standards play an integral role in driving the future of AI.

Ned Gannon, President, eBrevia

John Truzzolino, Director of Business Solutions, Donnelley Financial Solutions (DFIN)


4:50 PM | Data Like Never Before

The promise of standards is to improve efficiencies and timeliness, and to reduce costs. But XBRL can also give investors access to information that is much more detailed and is often buried in the footnotes of financial statements. Participate in this session, where you’ll find out how you can access information you never thought possible.

Christine Tan, co-Founder and Chief Research Officer, idaciti

Rachel Carpenter, CEO, Intrinio

Campbell Pryde, President and CEO, XBRL US


5:30 PM | NETWORKING RECEPTION