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XBRL Investor Forum 2018: Powering FinTech

November 8, 2018 at 1:00 pm - 6:00 pm EST

Featuring SEC Commissioner Robert J. Jackson as Keynote Speaker


About the Program

Blockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.



Preliminary Agenda
Time Topic
1:00 – 1:10 pm Welcome & Introductions


Eric Linder, CEO, SavaNet LLC
Campbell Pryde, President and CEO, XBRL US
Representative from Baruch
1:10 – 1:45 pm Regulatory Standard Setting: Challenges & Successes
Regulators are looking to standards to improve the efficiency of the processing of financial data from banks, public companies, utilities, and investors. This panel session will discuss approaches taken by regulators to establish standards programs in the US; the successes, challenges, and hurdles they’ve worked to overcome.

Mike Schlanger, Vice Chairman, XBRL U.S. Board of Directors; Vice President, Solutions Sales, Merrill Corporation

Julie Marlowe, Division of Economic and Risk Analysis, Office of Structured Disclosure, U.S. Securities and Exchange Commission
Mark Montoya, Senior Business Analyst of Data Strategy, FDIC

1:45 – 2:25 pm

Flash Analytics: XBRL Presentations
Learn from 10 minute talks and demonstrations by startup analytical tool providers, each presenting an analytical case study using structured data.


Christine Tan, Chief Research Officer and co-Founder, idaciti
Joey French, CPA, President and CFO, Intrinio
Chad Sandstedt, co-Founder, Tagnifi
Avery Starr, Managing Director, Seatig

2:25 – 3  pm

Data and the Capital MarketsData is critical to the smooth flow of information in the capital markets. Attend this discussion session to learn about data-related trends like alternative data, data quality, fintech, legislative and regulatory issues, data ownership and monopolies. How are these trends affecting the IPO market? What constitute threats to the markets? What would be the ideal data ecosystem to ensure strong, smoothly functioning markets?

Pranav Ghai, co-Founder and CEO, Calcbench

Ken Bertsch, Executive Director, Council of Institutional Investors
Will Janesch, co-Founder and COO, TruSet

3 – 3:30  pm Beyond Financial Statements – Earnings Announcements
Should earnings announcements be available in computer-readable, standardized format? Attend this session to find out how the availability of structured earnings announcements could impact the reporting supply chain, pros, cons, and what could be coming next.


Gladimyr Sully, Senior Content Specialist, Refinitiv 

Scott Theis, CEO, Novaworks LLC

3:30 – 3:45 pm Break
3:45 – 4:05 pm

Data Standards Powering Fintech
Blockchain-driven smart contracts need data to trigger actions. Only computer-readable structured data can ensure effective, accurate automation in smart contracts. Attend this session to learn how XBRL data can fuel fintech tools and applications.

Eric Cohen, Director of Assurance and XBRL Architecture, Auditchain

4:05 – 4:40 pm Alternative Data
Alternative data in finance can be invaluable at capturing insights into the investment process. Alternative data sets can be compiled from various sources such as financial transactions, sensors, mobile devices, satellites, public records, and the internet. Attend this session to learn more about what’s available and how you can access it.

Eric Linder, CEO, SavaNet LLC
Elizabeth Pritchard, Head of Go-To-Market, Crux Informatics
Add Yiannis Tsiounis, PhD., CEO, Advan Research Corporation
John Walsh, Applied Innovation, New Content, Rfinitiv
4:40 – 5 pm Use XBRL Now: Open Source APIs, Tools, Templates, & Validation
Discussion and demo of XBRL US open source tools that anyone can use to create applications, validate data.


Campbell Pryde, President and CEO, XBRL US
5 – 5:30 pm Keynote Presentation

Commissioner Robert J. Jackson, United States Securities and Exchange Commission

5:30 – 6:30 pm Networking reception



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/.

The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.

Core investment management professionals are those individuals primarily involved in activities related to the investment decision-making process—generally portfolio managers, financial advisors, and research analysts on both the buy and sell side.

The core investment management industry is comprised of firms (or larger firm business lines) primarily engaged in asset management (mutual funds, hedge funds, private equity, real estate investment, investment research and ratings, and investment advisory services), wealth management, fiduciary asset ownership (such as pension funds, endowments, and sovereign wealth funds), and their related regulators and standard setters.



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 Ruzdo.Srdanovic@baruch.cuny.edu 


November 8, 2018
1:00 pm - 6:00 pm EST


Zicklin Center for Corporate Integrity