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)

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