XBRL and Financial Analysis Conference

About the Program

Speakers and Agenda*

3:00 pm - Opening Remarks

Campbell Pryde, President and CEO, XBRL US

3:05 - Keynote

Agnes Grunfeld, CFA, Managing Director, GMI Ratings

3:30 - XBRL Data for Analysis – a Review of Data in Use Today and What’s Ahead

XBRL data has promised ease of use, greater accuracy and timeliness, and the ability to quickly and easily consume and analyze large volumes of company-specific data.  This group of panelists from the data aggregator community will discuss how their organizations are planning for the use of XBRL and are actively consuming XBRL data today for their buy- and sell-side clients.  Discussion will cover challenges and benefits of XBRL from a database standpoint, e.g., what needs to be done to prep the data, and how it can be beneficial from an analytical standpoint.

Moderated by Campbell Pryde, President and CEO, XBRL US
David Coluccio, Content Strategy – Company Related Data, Thomson Reuters
Glenn Doggett, CFA, Director, Standards of Practice, CFA Institute
Emily Huang, Co-Founder & SVP, Sales & Marketing, Rivet Software
Eric Wiseblatt, Software Architect and Innovator, Google

4:15- Keynote

Dan Gode, Clinical Associate Professor of Accounting, New York University's Stern School of Business

4:35 - How Analysts, Investors & Regulators Use Corporate Data: A Changing Landscape

Regulators, sell-side and buy-side analysts consume data in different ways, e.g., for historical analysis comparing multiple companies, for trading purposes, to identify outliers.  Learn how the use of XBRL is already changing the way these stakeholders perform day-to-day analysis and how that could change even more in the future with XBRL in earnings announcements, government data, corporate actions announcements.

Moderated by Mike Willis, Partner, PwC
Aaron Elstein, Senior Reporter, Crain's New York
Suzanne Morsfield, Director of Research, Columbia Business School
Monika Nica, Vice President, Morgan Stanley
Matthew F. Slavin, Division of Risk, Strategy and Financial Innovation, Office of Interactive Data, U.S. Securities and Exchange Commission

5:20 - XBRL Challenge Apps Review

Phillip Engel, Lead Technologist, XBRL US
Paul Ratnaraj, Director, Advanced Initiatives, Wharton Research Data Services (WRDS)

5:50 – Analytical Tools on the Market

Pranav Ghai, co-Founder, Calcbench
Elias-John Kies, Director, Edgar-Online

6:15 – Cocktail Reception

Who Should Attend?

• Investors, analysts
• Software companies and developers
• Regulators
• Issuers

Co-sponsored by

XBRL US is the non-profit consortium for XBRL business reporting standards in the U.S. and it represents the business information supply chain. Its mission is to support the implementation of XBRL business reporting standards through the development of taxonomies for use by U.S. public and private sectors, with a goal of interoperability between sectors, and by promoting XBRL adoption through marketplace collaboration. XBRL US has developed taxonomies for U.S. GAAP, credit rating and mutual fund reporting under contract with the U.S. Securities and Exchange Commission, and has developed a taxonomy for corporate actions. Learn more at http://xbrl.us.

The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA’s mission is to promote best practices and the highest professional and ethical standards in the industry. With nearly 10,000 members, NYSSA is the largest of the 135 societies worldwide that make up CFA Institute, which has more than 100,000 members. For more information about NYSSA, please visit http://nyssa.org.

Registration

Complimentary pre-registration is required to attend this program. Register online, by phone or e-mail:

1. Complete the online registration form
2. Call us at 646-312-3231

3. E-mail us at matthew.lepere@baruch.cuny.edu