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XBRL Investor Forum 2020: Ready for Anything – Using Data in Perilous Times
November 17, 2020 at 1:00 pm - 4:30 pm EST
FreeAbout the Program
Periods of crisis demand access to high quality, consistent, timely data, as the oil that keeps the cogs in our economic machine running. This half-day forum addresses how standards have been used to manage investment risk; and how they can and should be leveraged further, to plan for future crises.
This year’s program will also feature practical, real world examples, of how individual and professional analysts can use XBRL data in their investment process. Post-conference, attendees will be invited to deep-dive training webinars on tools to access free, timely, granular, XBRL data.
This event will be preceded by the Annual General Meeting for XBRL US Members, on Monday, November 16, which is closed to the public.
Please note – this event has been changed to an online format spanning two days with 5 minute breaks between sessions on each day.
Preliminary Agenda
Day 1: Tuesday, November 17, 2020 |
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| 1:00 – 1:10 PM | Welcome & Introductions
Speakers:
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| 1:15 – 2:00 PM | Keynote: Allison Herren Lee, Commissioner, United States Securities and Exchange Commission |
| 2:05 – 2:55 PM | Financial Identifiers for Investors, Business & Regulators
This session will address the value of the Legal Entity Identifiers as well as securities identifiers for various constituencies, the status of identifier adoption, and how identifiers for entities and securities can be leveraged during times of crisis. Speakers:
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| 3:00 – 3:50 PM | Standards to Manage Investment Risk
COVID 19 has had a significant impact on business and investors. Learn what companies are doing to communicate to investors, and how stakeholders are preparing for future risks down the road. Discussion will cover how standards in place today have been able to reduce the impact of uncertainty, and keep stakeholders informed. Hear how standards for data, as well as entity and securities identifiers, can be expanded to help the markets prepare for future uncertainties. Speakers:
Moderated by Jeff Naumann, Managing Director, Audit & Assurance, Deloitte |
| 3:55 – 4:30 PM | APIs, Templates & Other Free Ways to Access Structured Data
The availability of free, machine-readable XBRL data has revolutionized the way analysts and researchers can evaluate investment opportunities – faster, with greater granularity and reduced expense. This session will provide an overview of freely available research tools that can be used to access structured data worldwide. Follow up webinars will be conducted by XBRL US for a deeper dive into each of these applications for those interested in learning more. Speaker: Campbell Pryde, XBRL US |
Day 2: Wednesday, November 18, 2020 |
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| 1:00 – 1:10 PM | Welcome & Introductions |
| 1:15 – 1:45 PM |
Keynote: Wes Bricker, Vice Chair – US and Mexico Assurance Leader, PwC US, and Chair, XBRL International Board Introduction: John Turner, CEO, XBRL International |
| 1:50 – 2:40 PM | XBRL Use Reaching The Critical Tipping Point
XBRL uniquely provides investors access to structured information directly from SEC.GOV that includes all data contained in the financial statements and footnotes. Our panel of experts present lessons learned and case studies to demonstrate how XBRL is revolutionizing how research analysts in the investment community and at the SEC are using XBRL data. Speakers:
Moderator: Mike Schlanger, Vice President Solution Sales, Toppan Merrill |
| 2:45 – 3:30 PM | What Investors & Regulators Need from Issuers in Uncertain Times
When crises hit, like the Great Recession of 2008 and the current pandemic, investors need timely, consistent information about the entities in which they invest, to make rapid, well-informed decisions. Join this session to find out how lessons learned in 2008 can be applied to today’s situation. Hear a discussion about what kind of data is of most value to investors, standard setters, and regulators in managing crises, and how issuers should adapt their disclosure practices to meet the new demands. This session will address the political and economic impact of congressional actions related to the crisis. Speakers:
Moderator: Dean Ritz, Senior Director, Structured Data Initiatives, Workiva |
| 3:30 – 3:40 PM | Closing Remarks |
Registration
Complimentary pre-registration is required to attend this program. Register online, by phone or e-mail:
- Complete the online registration form
- 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/.