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

XBRL Investor Forum 2021: Data that Delivers

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

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Overview

Good quality, granular, machine-readable data is driving greater automation, and producing more dependable and consistent outcomes for researchers, analysts, investors, corporate planners, auditors, regulators, and even standard setters. Structured financial statement data even makes fintech applications like Artificial Intelligence more reliable.

Attend this free, half-day event to hear real-world case studies. Find out how corporate financial planners and SEC reporting managers are better able to benchmark against peers, and identify trends when preparing new ASU disclosures. Learn how structured data is enabling more informed decisions for standard setters making policy decisions, for example when investigating changes to the accounting treatment of Goodwill. Find out how academics are getting better insights into how companies are managing tax obligations under the impact of COVID. In a rapidly changing world, data users need to perform faster, better analysis. Structured, standardized data makes that happen.

This half-day forum provides concrete illustrations of how structured data delivers that value.

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 – 1:40 PM | KEYNOTE PRESENTATION

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


1:45 – 2:05 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


2:10 – 3:15 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.

Speaker:

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


3:20 – 4:25 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.

Pranav Ghai, CEO, Calcbench

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

Jenny Simpson, Financial Reporting Manager, Whiting Petroleum Corporation


4:30 – 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:

Emily Huang, co-Founder and CEO, idaciti, Inc.

Sponsors