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

XBRL Investor Forum 2021: Data that Delivers

November 10, 2021 | 12:30 PM - 5:00 PM

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Overview

Hear SEC Commissioner Caroline A. Crenshaw and Independent Corporate Director, former FASB Chairperson Leslie Seidman give keynote speeches at the XBRL US Investor Forum. This half-day event focuses on how good quality, granular, machine-readable data drives greater automation and produces more dependable and consistent outcomes for researchers, analysts, investors, corporate planners, auditors, and regulators. Structured financial statement data makes fintech applications like Artificial Intelligence more reliable. Case studies will cover topics like the implications of the CARES Act on public companies, effective analysis of tax-related issues, benchmarking, ESG reporting, and peer analysis.

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

Agenda

12:30 – 12:40 PM | WELCOME & INTRODUCTIONS

Campbell Pryde, President and CEO, XBRL US

Mike Schlanger, Vice President Solution Sales, Toppan Merrill

12:45 – 1:15 PM | KEYNOTE PRESENTATION

Leslie Seidman, Independent Corporate Director, Former Chair of the Financial Accounting Standards Board (FASB)

1:20 – 1:50 PM | KEYNOTE PRESENTATION

Commissioner Caroline A. Crenshaw, United States Securities and Exchange Commission

1:55 – 2:15 PM | HOW DATA STANDARDS SUPPORT BETTER ANALYTICS
The structure of standardized data allows users to disaggregate to a highly granular level, and to combine and query facts in meaningful ways. Get a “bird’s eye view” into the structure of XBRL-formatted data and why it is so valuable to app builders and data consumers.

Speakers:

Phillip Harrison, Director – Assurance Innovation, PwC

Jennifer J. Neglia, Partner, PwC

2:20 – 3:10 PM | DELIVERING VALUE FOR ANALYSTS & INVESTORS
Analytics can involve querying and screening on vast amounts of data, as well as conducting highly granular research on individual company disclosures. Corporate financials must be timely, good quality, and easily accessible. Attend this session to hear securities analysts and investors provide examples to illustrate how access to machine-readable, detailed data available through SEC filings today has lowered the cost of analytics, delivering better value to the investment community.

Speakers

Swathy Sekhar Anand, Vice President, Moody’s Investor Services

Christine Cheng, Visiting Academic Scholar at the Securities Exchange Commission’s Division of Economic and Risk Analysis Office of Structured Disclosure

Pranav Ghai, CEO, Calcbench

Moderator

Cathy H. Conlon, Vice President, Issuer Strategy & Product, Broadridge Financial Solutions, Inc.

3:15 – 4:05 PM | CONDUCTING BETTER, MORE EFFECTIVE CORPORATE DISCLOSURE RESEARCH
Corporate financials are not just for investors. Auditors, public companies, academics, and regulators are all intensive users of public company financial statement data. Walk through real-world case studies to learn how data users leverage machine-readable data to perform better, faster, more effective analytics.

Speakers:

Aaron Astrachan, Director, Financial Planning & Analysis, MOOG, Inc.

Leslie Robinson, Professor of Business Administration, Tuck School of Business, Dartmouth College

Jenny Simpson, Financial Reporting Manager, Whiting Petroleum Corporation

4:10 – 5:00 PM |  FUTURE OF MACHINE-READABLE DATA FOR INVESTORS
Structuring “unstructured” data, improving outcomes from AI platforms, automating corporate Environmental-Social-Governance (ESG) data. These are all programs we will see in the very near future. Attend this session to find out where these initiatives stand and how soon we can expect to see them realized.

Speakers:

Christine Tan, PhD, Co-founder and Chief Research Officer, idaciti

Kristina Blaschek, Director of Business and Technology Solutions, William Blair

Madhu Mathew, Director of Technology, Sustainability Accounting Standards Board (SASB)

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.

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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.

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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.