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Investor Forum 2021: Data that Delivers

November 10, 2021 at 12:30 pm - 5:00 pm EST

About the Program

SEC Commissioner Caroline A. Crenshaw and Independent Corporate Director, former FASB Chairperson Leslie Seidman to provide keynote speeches.

Good quality, granular, machine-readable data drives greater automation, and produces more dependable and consistent outcomes for researchers, analysts, investors, corporate planners, auditors, regulators, and standard setters. Structured financial data makes fintech applications like AI more reliable.

Attend this free, half-day event to hear real-world case studies about how corporate financial planners and SEC managers are better able to benchmark against peers, and identify trends. Learn how structured data is enabling more informed decisions for policy setting. 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, digitized data users can perform faster, better analysis.


Preliminary Agenda

Wednesday, November 10, 2021
12:30 – 12:40 PM Welcome & Introductions


12:45 – 1:15 PM        Leslie F. SeidmanIndependent Corporate Director, Former Chair of the Financial Accounting Standards Board (FASB)
1:20 – 1:50 PM

       Commissioner Caroline A. CrenshawUnited 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.


  • 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. Attend this session to find out from securities analysts and investors how they are tapping into machine-readable, XBRL data for more robust, timely analysis. Case studies will cover building XBRL databases to fuel analytic applications; analyzing tax implications of CARES Act policies and how they impact corporate liquidity; and using better data to discover the real impact of changes in the accounting treatment of intangible assets.


  • Swathy Sekhar Anand, Vice President, Moody’s Investor Service
  • 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

Moderated by 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. Case studies presented will cover using data analytics during restructuring coming out of bankruptcy, investigating the implications of effective tax rates, and corporate benchmarking and peer review.


  • 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

Moderated by Campbell Pryde, President and CEO, XBRL US

4:10 – 5:00 PM

Future of Machine-readable Data for Investors

Investors and analysts constantly search for ways to better inform their analysis. Getting unstructured data into a more functional, structured format. Improving outcomes from AI platforms. Automating alternative data like ESG. Attend this session to hear the “asset manager wish list”, and learn how technology solutions and the increasing standardization of data are helping meet global market needs.


  • Kristina Blaschek, Director of Business and Technology Solutions, William Blair
  • Christine Tan, PhD, Co-founder and Chief Research Officer of idaciti
  • Madhu Mathew, Director of Technology, Sustainability Accounting Standards Board (SASB)

Moderated by Michelle Savage, VP Communication, XBRL US



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

  1. Complete the online registration form
  2. E-mail us at Ruzdo.Srdanovic@baruch.cuny.edu


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 supportthe 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/.


November 10, 2021
12:30 pm - 5:00 pm EST




Robert Zicklin Center for Corporate Integrity