Financial Reporting and Analysis, Other Industry Event, Other Industry Events, Virtual Events & Programming

Investor Forum 2020: Ready for Anything – Using Data in Perilous Times

November 17, 2020 - November 18, 2020

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Overview

Periods of crises demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises.

This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.

This event is hosted by CFA Society New York. The program was developed by XBRL US, in sponsorship with Baruch College Zicklin School of Business, CFA Institute, and CFA Society New York. The event is free to attend but registration is required.

Please note that this event has been changed to an online format spanning two days. 5 minute breaks will be taken between each session.

Agenda

TUESDAY, NOVEMBER 17, 2020

1:00 – 1:10 PM | WELCOME & INTRODUCTIONS

Eric Linder, CFA Vice-Chair, Financial Reporting & Analysis Group, CFA Society New York
Campbell Pryde, President and Chief Executive Officer, XBRL US
David Rosenberg, Associate Professor of Law, Associate Director of the Robert Zicklin Center for Corporate Integrity, Baruch College

1:15 – 1:50 PM | KEYNOTE PRESENTATION

Introduced and Moderated by: Alfred R. Berkeley, III, Chairman, Princeton Capital Management, Vice Chairman, Gentag, Inc.

Allison Herren Lee, Commissioner, United States Securities and Exchange Commission

2:00 – 2:55 PM | FINANCIAL IDENTIFIERS FOR INVESTORS BUSINESS & REGULATORS
This session will address the value of the Legal Entity Identifier as well as securities identifiers for various constituencies, the status of identifier adoption, and how identifiers for entities and securities can be leveraged during times of crisis.

Moderator

Thomas L. Brown Jr., Associated Director – Data Strategy and Standards, Office Of Financial Research, U.S. Department of the Treasury

Panelists

Jefferson Braswell, former Member of the Board of Governors, Global LEI Foundation (GLEIF), Founding Partner, Tahoe Blue

Stephen Meizanis, Global Data Product Manager, Bloomberg LP

3:00 – 3:50 PM | STANDARDS TO MANAGE INVESTMENT RISK
COVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty, and keep stakeholders informed. Hear how standards for data, as well as entity and securities identifiers, can be expanded to help the markets prepare for future uncertainties.

Speakers:

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

Jeff Mahoney, CPA, General Counsel, Council of Institutional Investors

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

Moderator:

Jeff Naumann, Managing Director, Audit & Assurance, Deloitte

3:55 – 4:45 PM | APIs, TEMPLATES & OTHER FREE WAYS TO ACCESS STRUCTURED DATA
The availability of free, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more.

Speaker:

Campbell Pryde, President and Chief Executive Officer, XBRL US

WEDNESDAY, NOVEMBER 18, 2020

1:00 – 1:10 PM | WELCOME & INTRODUCTION

Campbell Pryde, President and Chief Executive Officer, XBRL US
David Rosenberg, Associate Professor of Law, Associate Director of the Robert Zicklin Center for Corporate Integrity, Baruch College

1:15 – 1:45 PM | KEYNOTE PRESENTATION

Introduced and Moderated by: John Turner, Chief Executive Officer, XBRL International 

Wes Bricker, Vice Chair, US and Mexico Assurance Leader, PwC US, Chair, XBRL International Board

1:50 – 2:40 PM | XBRL USE REACHING THE CRITICAL TIPPING POINT 
XBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data.

Speakers:

Pranav Ghai, Co-Founder, Chief executive Officer, Calcbench

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

Moderator:

Mike Schlanger, Vice President Solution Sales, Toppan Merrill

2:45 – 3:30 PM |  WHAT INVESTORS & REGULATORS NEED FROM ISSUERS IN UNCERTAIN TIMES
When crises hit, like the Great Recession of 2008 and the current pandemic, investors need timely, consistent information about the entities in which they invest, to make rapid, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors, standard setters, and regulators in managing crises, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis.

Speakers:

Marc Joffe, Senior Research Analyst, Reason Foundation

Todd Castagna, Executive Director, Morgan Stanley Research

Moderator:

Dean Ritz, Senior Director, Structured Data Initiatives, Workiva

3:30 – 3:40 PM | CLOSING REMARKS

Eric Linder, CFA Vice-Chair, Financial Reporting & Analysis Group, CFA Society New York

Agenda

1:00 – 1:10 PM | WELCOME & INTRODUCTIONS

Eric Linder, CEO, SavaNet, LLC

Campbell Pryde, President and CEO, XBRL US

David Rosenberg, Associate Professor of Law, Associate Director of the Robert Zicklin Center for Corporate Integrity, Baruch College

1:15 – 2:00 PM | KEYNOTE PRESENTATION

2:05 – 2:55 PM | LEGAL ENTITY IDENTIFIERS FOR INVESTORS, BUSINESS & REGULATORS
This session will address the value of the LEI for various constituencies, the status of LEI adoption, and how identifiers for entities and securities can be leveraged during times of crisis.

Speakers:

TBA

3:00 – 3:50 PM | STANDARDS TO MANAGE INVESTMENT RISK
COVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty, and keep stakeholders informed. Hear how standards for data, as well as entity and securities identifiers, can be expanded to help the markets prepare for future uncertainties.

Speakers:

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

More to come

3:55 – 4:45 PM | APIs, TEMPLATES & OTHER FREE WAYS TO ACCESS STRUCTURED DATA
The availability of free, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more.

Speaker: TBA

1:00 – 1:10 PM | WELCOME & INTRODUCTION

1:15 – 1:45 PM | KEYNOTE PRESENTATION

John Turner, CEO, XBRL International

1:50 – 2:40 PM | XBRL USE REACHING THE CRITICAL TIPPING POINT 
XBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data.

Speakers:

TBA

2:45 – 3:30 PM |  WHAT INVESTORS & REGULATORS NEED FROM ISSUERS IN UNCERTAIN TIMES
When crises hit, like the Great Recession of 2008 and the current pandemic, investors need timely, consistent information about the entities in which they invest, to make rapid, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors, standard setters, and regulators in managing crises, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis.

Speakers:

TBA

3:30 – 3:40 PM | CLOSING REMARKS

Additional Details

Learning Outcomes

  • What are the compensation & talent management trends affecting the industry
  • How large and small companies from different facets of the finance industry are tackling the issue of a tight labor market
  • Expectations of the new generation of employees in the workplace and how companies are addressing them

Features, Benefits, Values

This event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm.

Who Should Attend?

CEOs, Chief Operating Officers, Chief Technology Officers, Chief Compliance Officers, Job Seekers, Portfolio Managers, Analysts, Investor Relations

Sponsors

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.