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Investor Forum 2017: Smart Data, Better Results

November 1, 2017 at 1:50 pm - 6:45 pm EDT

About the Program

Smart analysts and investors leverage structured data to improve efficiency, reduce costs and increase the accuracy of analysis. This half-day forum provides practical information about where you can get structured data on US and non-US data, and on who’s using this data today. The program will include a step-by-step discussion on how to get started using XBRL data within your own organization. This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue. It is developed by XBRL US, in sponsorship with CFA Institute and CFA Society New York.

Hear speakers from the Securities and Exchange Commission (SEC), Morgan Stanley, Thomson Reuters, the CFA Institute, XBRL US and more.

Who Should Attend?

Investors, analysts, data providers, investor relations officers, analytical tool providers, XBRL community, regulators.

Preliminary Agenda

Agenda subject to change.

1:50 – 2:00 Introductory remarks


Eric Linder, CEO, SavaNet, LLC

Campbell Pryde, President and CEO, XBRL US

2:00 – 2:30 Keynote Presentation

Frances Barney, CFA, Head of Global Risk Solutions, BNY Mellon

2:30 – 3:15 Who’s Using XBRL Data & Why: Case Studies

XBRL data is in widespread use by data providers, securities analysts, regulators, and research analysts around the world. This session will provide real-world examples of its use from data consumers.



Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, Securities and Exchange Commission

Christine Tan, Chief Research Officer and Co-Founder, idaciti

Todd Castagno, Executive Director, Morgan Stanley

Gladimyr Sully, Senior Content Specialist, Thomson Reuters

Moderated by Eric Linder, CEO, SavaNet LLC

3:15 – 3:35 Structured Data Roundup

This session will provide a global overview of structured data and how to access it.

Liv Watson, Sr. Director of Strategic Customer Initiatives, Workiva Inc.

3:35 – 3:45 Break
3:45 – 4:00 Mitigating the Costs of Structured Disclosure for Filers

CFA Institute will present findings from a study about the costs that companies large and small bear in preparing and filing their financial information in a structured format. The study will address what can be done to mitigate those costs so that all parties, including preparers, regulators and users may avail of the benefits of structured data.


Mohini Singh, Director of Financial Reporting Policy, CFA Institute

4:00 – 4:45 XBRL A to Z

From raw XBRL data to commercially viable product – learn the steps needed to extract, manipulate, validate and create usable XBRL formatted data. Find out how industry is working to improve the quality of XBRL data.

Moderator: Mike Schlanger, Vice President, Merrill Corporation


Alex Rapp, President, CTO and co-Founder, Calcbench

Joey French, CPA, President and CFO, Intrinio

Chase Bongirno, Director of XBRL, Toppan Vintage

4:45 – 5:00 Enhancing the Standard

The XBRL standard is continually expanded and improved to leverage new technologies and trends in the marketplace. Attend this non-technical discussion to find out why Inline XBRL is gaining traction. Learn how the standard can now accommodate JSON, CSV and why this is important to investors and analysts.



Mohini Singh, Director of Financial Reporting Policy, CFA Institute

Campbell Pryde, President and CEO, XBRL US

5:00 – 5:45 Earnings Release Case Study

Structured data has been proposed for reporting needs such as the MD&A, the proxy statement and the earnings release. This session will provide a case study on building a taxonomy to represent the earnings release, how it could be implemented and how it would benefit the investment community.


Scott Theis, CEO, Novaworks, LLC

Campbell Pryde, President and CEO, XBRL US

5:45 – 6:45 Reception

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.

CFA Society New York—formerly New York Society of Security Analysts (NYSSA)—is a financial services forum and provider of professional education and career development to Wall Street. Founded in 1937 by value investing pioneer Benjamin Graham, CFA Society New York is a not-for-profit corporation and the largest CFA Institute affiliate in North America.

In addition to delivering more than 200 events a year for nearly 9,000 members, CFA Society New York is responsible for preparing hundreds of candidates in the New York metropolitan area for the Chartered Financial Analyst® exam.

CFA Society New York is committed to promoting best practices and fiduciary responsibility in finance.

where investors’ interests come first, markets function at their best, and economies grow. For more information, visit https://www.nyssa.org/.


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

E-mail us at Ruzdo.Srdanovic@baruch.cuny.edu

Registration / More information about this event…


November 1, 2017
1:50 pm - 6:45 pm EDT


ZIcklin School of Business, Newman Vertical Campus
55 Lexington Ave.
New York, NY


Zicklin Center for Corporate Integrity