Financial Reporting and Analysis, Other Industry Events

Investor Forum 2019: Driving Actionable Analytics

November 4, 2019 | 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

Representative from Baruch

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

Anne Ross, Principal Consultant, Muni Credit & Compliance Advisors LLC

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

Avery Starr, Managing Director, Seatig

5:30 PM | NETWORKING RECEPTION

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.