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

Loading Events
This event has passed.

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

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