Using XBRL for Investment Research
| When |
Apr 17, 2008
from 04:00 PM to 06:30 PM |
|---|---|
| Where | 55 Lexington Avenue, Room 14-220 |
| Contact Name | Matthew LePere |
| Contact Phone | 646-312-3231 |
| Attendees |
This event was targeted towards professional buy- and sell-side equity analysts, research directors, portfolio managers, and corporate finance reporting personnel, but was open to any interested parties. |
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Program Description
XBRL —or eXtensible Business Reporting Language— is fast becoming the new standard for the exchange of financial information, both for regulatory and research reports. This year, the SEC will be making a decision regarding the mandated use of XBRL for regulatory filings and the RIXML organization has adopted XBRL for use in Wall Street research reports.
XBRL is a new technical standard format for the electronic communication of business information which individually tags all of the numbers and content items in a financial report using a standardized format to allow for hyper-detailed automated analysis and comparison of financial reports without the need for re-keying of information. The new technology standard is revolutionizing financial reporting by enabling more timely, efficient, accurate, inexpensive, and comprehensive financial analysis.
This program demonstrated how to use XBRL in your investment research and analysis process through discussions, presentations and live demonstrations. Attendees learned how to improve their everyday tasks, including accessing and analyzing information from corporate filings, earnings releases, and research reports to perform advanced research and comparative analytics.
Key regulators and stakeholder representatives explained how the implementation of XBRL in regulatory reporting and research systems will greatly increase the capabilities of individual investors and professional analysts. A panel discussion centered on ways in which XBRL adds the most value to investors and what can be done from a regulatory perspective in order to best meet these objectives.
This event was targeted towards professional buy- and sell-side equity analysts, research directors, portfolio managers, and corporate finance reporting personnel, but was open to any interested parties. A reception with food & drink was hosted by the RIXML organization and directly followed the event.
Visit http://www.xbrl.org/ for more information about XBRL.
Speakers
Speakers and panelists from regulatory organizations including:
JEFFEREY J. DIERMEIER, CFA, President and CEO, CFA Institute
DAVID BLASZKOWSKY, Director, Division of Interactive Data, SEC
PHILIP D. MOYER, Board Member, XBRL US
DONALD M. YOUNG, Board Member, FASB
Speakers and panelists from the Wall Street investment community including representatives from:
Auerbach Grayson
Bear Stearns
Bowne & Co.
Edgar Online Inc.
Moody's Investors Service
RIXML.org
UBS Securities
Chaired by ERIC P. LINDER, CFA, SavaNet
Sponsors
This program was presented by the New York Society of Security Analysts (NYSSA) Improved Corporate Reporting Committee and co-sponsored by the Robert Zicklin Center for Corporate Integrity at Baruch College.
