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XBRL Investor Forum 2019: Driving Actionable Analytics

November 4, 2019 at 12:30 pm - 7:00 pm EST

About the Program

Data standards are rapidly being recognized as the critical driver in new markets and new types of tools. Blockchain and artificial intelligence applications need clean, consistent, automated data to enable deployment. And municipal investors and analysts are waking to the realization that they can, and should, have granular, actionable financials from state and local governments. 

This half-day forum provides practical information about how data standards are disrupting the information ecosystem, how you can leverage it, and where it’s headed.

The forum which was was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York will be hosted by the Zicklin School of Business at Baruch College in the Newman Conference Center – 55 Lexington Avenue, New York, NY.


Preliminary Agenda

Time Topic Speaker
12:30 – 1 pm Registration  
1 – 1:10 pm Welcoming Remarks

Eric Linder, CEO, SavcaNet, LLC
Campbell Pride, President and CEO, XBRL, US
Representative from Baruch College


1:10 – 1:40 pm

Keynote Presentation

Russell G. Golden, Chairman, Financial Accounting Standards Board (FASB)

Introduction: Arthur Fliegelman, Chair, CFA Society of New York Financial Analysis and Report Group

1:40 – 2:10 pm


Standardizing Reporting Standards for Municipal Securities 

Florida and California are on the road to standardized financial data for all local governments. Is this the next frontier for structured data? Learn more in this session about how standards could impact the world of municipal securities. 


Liz Sweeney, Principal, Nutshell Associates LLC

Robin Prunty, Managing Director, Head of Analytics and Research, U.S. Public Finance, S&P Global Ratings

2:10 – 2:40 pm

Modernizing Regulatory Disclosures

Funds, public companies, foreign private issuers, and NRSROs are required to report financial data to the Securities and Exchange Commission in structured format. The SEC has proposed that other reporting entities such as variable annuity and variable life insurance companies report in structured format. This session will address what’s required, what’s pending, and what investors are interested in seeing in structured format in the future.  


Pranav Ghai, CEO and co-Founder, Calcbench

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



2:40 – 3:10 pm

Rethinking Quarterly Financials

Earnings announcements and 10-Q filings are submitted to the SEC every quarter. Do quarterly submissions encourage short-termism? Does the earnings announcements provide a different value than the 10-Q? Do one or both impose an unnecessary burden on issuers? Get perspectives on these issues from the view of preparers and investors in this discussion panel.


Mohini Singh, ACA, Director of Financial Reporting Policy, CFA Institute

Todd Castagno, Executive Director, Morgan Stanley Research

Michael Becker, Executive Vice President, International Business Strategy, Business Wire

3:10 – 3:40 pm


Modernizing Disclosures from Utilities

In June 2019, the Federal Energy Regulatory Commission (FERC) announced a plan to adopt XBRL as the standard for filing Commission Form Nos. 1, 1-F, 2, 2-A, 3-Q electric, 3-Q natural gas, 6, 6-Q, 60, and 714. Attend this session for a conversation with FERC Energy Industry Analyst, Robb Hudson, in a conversation about how and why the Commission chose to adopt data standards. Learn about limitations in FERC’s legacy system that standards are expected to resolve, expectations for the new standards implementation, how the FERC taxonomy is being built, and the future of standards in utilities reporting.

Moderated by Mike Schlanger, Vice Chair, XBRL US Board of Directors, and Vice President Solution Sales, Toppan Merrill

Robert Hudson, Energy Industry Analyst, Federal Energy Regulatory Commission (FERC)

Campbell Pryde, President and CEO, XBRL US

3:40 – 3:50 pm Break
3:50 – 4:20 pm

Blockchain, Smart Contracts & XBRL  

Blockchain is a distributed, decentralized ledger that offers a unique method to establish trust among “untrusted” parties. Blockchain technology can support digital contracts. Data standards are a critical component driving the implementation of the blockchain. Join this session to hear Sandra Ro, fintech entrepeneur, and head of the Global Blockchain Business Council, provide insights into the intersection of blockchain and data standards. 

Sandra Ro, CEO, Global Blockchain Business Council (GBBC)
4:20 – 4:50 pm  

Artificial Intelligence, Machine Learning & XBRL

AI is about creating technology that allows computers and machines to function in an “intelligent” manner. Much of AI is based on machine-learning – deriving information and making decisions by identifying patterns in data. An AI system needs to review lots of data, supported by an open data ecosystem with unambiguous standards for structuring and labeling that data. Join this session to learn how standards play an integral role in driving the future of AI.

 Speaker TBD
4:50 – 5:40 pm

Data Like Never Before

The promise of structured data is to enable more timely data that is more efficient and cost-effective to process. But XBRL also allows investors to access information that is much more detailed and is often buried in the footnotes of financial statements. Participate in this session, where you’ll find out how you can access information you never thought possible. 

 Campbell Pride, XBRL US

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

Rachel Carpenter, CEO, Intrinio

Avery Starr, Managing Director, Seatig

5:40 – 6:40 pm Networking 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 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/.


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 Srdanovic@baruch.cuny.edu



November 4, 2019
12:30 pm - 7:00 pm


Baruch College, Vertical Campus Building, Room 14-220
One Bernard Baruch Way
New York, NY 10010 United States


Zicklin Center for Corporate Integrity