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Monday, June 9
 

12:00pm

Lunch
Monday June 9, 2014 12:00pm - 1:15pm
Oceans 05

1:15pm

Opening Remarks
Conference Chair Philip Moyer and XBRL International Board member Arleen Thomas open the conference

Speakers
avatar for Philip Moyer

Philip Moyer

Managing Director, Safeguard Scientifics
Philip Moyer is Managing Director at Safeguard (NYSE: SFE), the oldest publicly traded Venture Capital company in the U.S.  In this role, Mr. Moyer is responsible for all Enterprise Technology and Financial Technology investments.    He and his team evaluate over 300 pioneering technology companies a year – making selective investments and sitting on the boards of the companies invested in.  Prior to joining... Read More →
avatar for Arleen Thomas

Arleen Thomas

Senior Vice President, AICPA
Chairman, XBRL International Board of Directors | Arleen R. Thomas is Senior Vice President, Member Competency and Development at the American Institute of Certified Public Accountants (AICPA).  Ms. Thomas is responsible for leading teams that support the AICPA's members in public accounting, tax and industry. She is also responsible for the areas of the Institute that provide resources, information and guidance to all membership... Read More →


Monday June 9, 2014 1:15pm - 1:30pm
Oceans 05

1:30pm

Keynote: The Future of Business Reporting
XBRL International CEO John Turner will speak on the growth of XBRL around the world, the challenges and opportunities in place and the steps that XBRL International is taking to adapt in an environment that is ever more complex, interconnected and data rich.

Speakers
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!


Monday June 9, 2014 1:30pm - 2:00pm
Oceans 05

2:00pm

Keynote: Linda Powell, Chief Data Office, OFR, US Treasury, on Standards in Government & Industry
This keynote presentation will offer up insights into how standards, properly applied, can benefit government agencies and industry and facilitate interaction between the two.

Speakers
LP

Linda Powell

Chief Data Officer, OFR, US Treasury
Linda Powell is the OFR’s Chief Data Officer.  She was most recently the Chief of the Economic Data Management and Analysis section in the Division of Research and Statistics at the Board of Governors of the Federal Reserve System.  She has a BA in Economics from Rutgers University and an MS in Finance from George Washington University.  She has over 25 years of experience in the banking industry including a money center... Read More →


Monday June 9, 2014 2:00pm - 2:30pm
Oceans 05

2:30pm

Analyzing Public Company Data in XBRL
Attend this vital panel for an in depth review of corporate fundamental data available in XBRL format, see demonstrations of how it's being used today and learn who's using it.

Moderators
avatar for Mike Willis

Mike Willis

Partner, PwC US
Mike works with organizations to automate and streamline processes and has served in leadership roles within international standards efforts including XBRL (Founding Chairman); Enhanced Business Reporting Consortia (Founder); and the World Intellectual Capital Initiative (Founder).  He speaks, publishes papers and blogs on the topic of a more efficient and effective business reporting supply chain and has been interviewed for or published... Read More →

Speakers
avatar for Hamish Brookeman

Hamish Brookeman

Director of Data Architecture, SNL Financial
Hamish is responsible for all SNL's data structures including strategies for data implementation, acquisition and maintenance. He has spent his entire career at SNL, starting with the company in 2000 as an analyst. As the Data Architect, he works closely with business and software engineering leadership to ensure use of leading-edge technology initiatives to grow SNL's business. SNL Financial has been consuming and publishing XBRL data since... Read More →
avatar for Jo Guo

Jo Guo

Head of Fundamentals Data, Research, Equity Operations, Morningstar, Inc.
Jo Guo is the Head of Fundamentals Data for Morningstar, Inc. She has been working in the financial industry for 12 years, and have played multiple roles like an auditor, data analyst, content specialist, team and project managers.  She has extensive experience in designing solutions for equity data, putting together taxonomies, and being an effective bridge between the business and technology. Jo is also a member of the FASB and IFRS... Read More →
avatar for Chad Sandstedt

Chad Sandstedt

Co-Founder & Chief Executive Officer, Tagnifi
Chad Sandstedt is co-founder and CEO of TagniFi (http://www.tagnifi.com), a provider of standardized financial data sourced from XBRL. Chad is a CFA charterholder and is the founder of AnalystForum (http://www.analystforum.com)..  
avatar for Gregory Ugwi

Gregory Ugwi

Co-Founder, Thinknum
Gregory is one of the co-founders of Thinknum, a web platform for financial analysis. He graduated from Princeton University with a degree in Mathematics and worked as a strategist at Goldman Sachs.


Monday June 9, 2014 2:30pm - 3:15pm
Oceans 05

3:15pm

Break
Monday June 9, 2014 3:15pm - 3:30pm
Oceans 05

3:30pm

Regulatory Data Analysis using XBRL
Hear presentations from government regulators at HMRC and the Bank of Japan on how they use XBRL data in their analytical process to identify risk and anomalous behavior.

Moderators
avatar for Jeffrey Naumann

Jeffrey Naumann

Director, Audit & Enterprise Risk Services, Deloitte
Jeff is a Director in Deloitte’s national technology & knowledge management group. In this role Jeff works with companies and regulators on the implementation of data standards for the collection and analysis of business reporting information. He also works on projects to enhance audit processes using technology and data analytics. Prior to rejoining the firm, Jeff Naumann was the Assistant Director of the Office of Interactive Data at... Read More →

Speakers
avatar for Kojiro Araki

Kojiro Araki

Director, Head of XBRL and Financial database Group, Financial System and Bank Examination Department, Bank of Japan
Mr. Araki is the Director, Head of the Financial Database Group and the XBRL Group Financial Data Division, Financial System and Bank Examination Department at the Bank of Japan since June 2013.  Spanning 1992-2013 he served as Chief Representative in the Asahikawa Office, Director of the Risk Assessment Group in the Financial System and Bank Examination Department, as well as the Associate Director in Information Systems services... Read More →
avatar for Mark Dudfield

Mark Dudfield

RIS lead XBRL Technical Risking Group (TRG), HMRC
Over my 25+ years with Her Majesty's Revenue and Customs, I have undertaken a number of diverse roles: leading a regional Business unit for Large & Complex cases who’s turnover ranged from £30M-£600M; as a trainer and mentor; and a specialist in Oil taxation as part of the large business sector, co authoring the tax on the boardroom agenda report. | | In my current role, I lead a team analysing, interrogating, testing and... Read More →


Monday June 9, 2014 3:30pm - 3:55pm
Oceans 05

3:55pm

Panel Discussion Among Regulators - HMRC, Bank of Japan, US Securities and Exchange Commission
Hear a lively discussion among global regulators on how they use XBRL in their analytical process.

Moderators
avatar for Jeffrey Naumann

Jeffrey Naumann

Director, Audit & Enterprise Risk Services, Deloitte
Jeff is a Director in Deloitte’s national technology & knowledge management group. In this role Jeff works with companies and regulators on the implementation of data standards for the collection and analysis of business reporting information. He also works on projects to enhance audit processes using technology and data analytics. Prior to rejoining the firm, Jeff Naumann was the Assistant Director of the Office of Interactive Data at... Read More →

Speakers
avatar for Kojiro Araki

Kojiro Araki

Director, Head of XBRL and Financial database Group, Financial System and Bank Examination Department, Bank of Japan
Mr. Araki is the Director, Head of the Financial Database Group and the XBRL Group Financial Data Division, Financial System and Bank Examination Department at the Bank of Japan since June 2013.  Spanning 1992-2013 he served as Chief Representative in the Asahikawa Office, Director of the Risk Assessment Group in the Financial System and Bank Examination Department, as well as the Associate Director in Information Systems services... Read More →
avatar for Mark Dudfield

Mark Dudfield

RIS lead XBRL Technical Risking Group (TRG), HMRC
Over my 25+ years with Her Majesty's Revenue and Customs, I have undertaken a number of diverse roles: leading a regional Business unit for Large & Complex cases who’s turnover ranged from £30M-£600M; as a trainer and mentor; and a specialist in Oil taxation as part of the large business sector, co authoring the tax on the boardroom agenda report. | | In my current role, I lead a team analysing, interrogating, testing and... Read More →
MS

Matthew Slavin

IT Program Manager, U.S. Securities and Exchange Commission, Office of Interactive Data


Monday June 9, 2014 3:55pm - 4:20pm
Oceans 05

4:20pm

New XBRL Initiatives from Around the World
Get up to date on new initiatives using XBRL from around the world. Learn from those at the cutting edge of XBRL implementations, including the European Banking Authority (EBA), the European Insurance and Occupational Pensions Authority (EIOPA), Standardized Business Reporting (SBR) in China, and environmental reporting in Japan.

Moderators
avatar for Michal Piechocki

Michal Piechocki

CEO, Business Reporting - Advisory Group (BR-AG)
Michal Piechocki is a Chief Executive Officer of the Business Reporting – Advisory Group leading its global operations and advising international governmental and supervisory institutions on adoption of XBRL. His expertise contributed to projects in Europe, Australia, Asia and North and South America and supported various applications including specifically banking, insurance and capital market supervisory implementations of the Data... Read More →

Speakers
avatar for Paul Snijders

Paul Snijders

CEO, Semansys Technologies
Paul was amongst the first members of XBRL is co-founder and vice chair of the Dutch jurisdiction of XBRL International and one of the driving forces behind the global adoption of XBRL. Paul has a background in finance and accounting and is involved in pragmatic implementations of digital reporting on a daily basis. As member of the International Specification Workgroup, chairman of the section Technology of XBRL The Netherlands, member of... Read More →
avatar for Yoshiaki Wada

Yoshiaki Wada

Senior Manager of Global Business Development, NTT DATA Corporation
Yoshiaki Wada is currently Senior Manager of the Global Business Development Department of NTT DATA Corporation’s Public & Financial IT Service Company. In this capacity, he is responsible for the development of a wide range of business possibilities using XBRL and the other recent computer technology.  Before joining NTT DATA, he had been the Director of the Financial Systems and Bank Examination Department of the Bank of... Read More →


Monday June 9, 2014 4:20pm - 5:00pm
Oceans 05

5:00pm

7:00pm

 
Tuesday, June 10
 

8:00am

Breakfast
Tuesday June 10, 2014 8:00am - 9:00am
Oceans 05

9:00am

Opening Remarks
Tuesday June 10, 2014 9:00am - 9:10am
Oceans 05

9:10am

Keynote: Joel Gurin, New York University and E-Gov Lab, on Transforming Government Accountability with Open Data
In this keynote, Joel Gurin will outline the social, economic and political consequences of the coming changes in government reporting. Open, structured information in XBRL and related standards, in the public domain, opens up a wealth of opportunities for government and citizens to be better connected. It also drives significant, positive behavioural changes within the public sector and private sector alike.

Speakers
avatar for Joel Gurin

Joel Gurin

Senior Advisor, NYU & the E-Gov Lab
Joel Gurin is the author of Open Data Now (McGraw-Hill, January 2014), the first major book on the new information revolution that is transforming business, government, and society. He brings a unique background to his work on Open Data. Gurin began his career as an award-winning science journalist, became a nationally recognized leader in consumer information and website development, led a White House task force on consumer data and information... Read More →


Tuesday June 10, 2014 9:10am - 9:45am
Oceans 05

9:45am

Keynote: Cees de Boer from the Dutch SBR Council on the Impact of SBR on Business, Accounting and Government
Cees de Boer, a member of the Dutch SBR Council, and CFO & COO of Deloitte Netherlands, will describe the way that the Dutch Standard Business Reporting (SBR) initiative has set out to slowly but steadily reduce red tape and transform the way that business interacts with government. He'll describe the next steps in this initiative and the remarkable changes that SBR is bringing about within the Accounting Profession, Business and Government in the Netherlands. Accountants, policy makers and regulators looking to understand the way that standardisation can modernize a raft of business processes must not miss this talk.

Speakers
avatar for Cees de Boer

Cees de Boer

Partner, CFO, Deloitte
Cees De Boer is currently a member of Deloitte Netherland’s Executive Committee, serving as CFO and COO since 2007. He began his career at Arthur Andersen in the Netherlands in 1981 in the audit division and was appointed partner in the Netherlands in 1993, assuming responsibility for Arthur Andersen’s Consulting activities. Following the merger with Deloitte in 2002, he became a partner at... Read More →


Tuesday June 10, 2014 9:45am - 10:15am
Oceans 05

10:15am

Break
Tuesday June 10, 2014 10:15am - 10:45am
Oceans 05

10:45am

Keynote: Ito Warsito, President & CEO, Indonesian Stock Exchange on Transparency in Emerging Markets
In this keynote, ItoThe  Warsito, the President Director of the Indonesian Stock Exchange, will describe the environment faced by Stock Exchanges and Securities Regulators in the fast growth emerging markets of Asia. His talk will cover the particular challenges associated with transparency and corporate governance in complex, rapidly expanding environments like Indonesia, and the part that XBRL and structured data is beginning to play in enhancing disclosure in the region.

Speakers
avatar for Ito Warsito

Ito Warsito

President Director, Indonesian Stock Exchange (IDX)
Ito Warsito is the President Director of the Indonesian Stock Exchange since Jul 2009.  Prior to his current post, he had assumed the position of Chief Financial Officer at PT Bahana Pembinaan Usaha Indonesia and Chief Executive Officer at PT Bahana Securities since 2006. | | Ito Warsito graduated as an Accountant from the State College of Accountancy, Jakarta, 1989, and Master of Business Administration from Harvard BusinessSchool, Boston... Read More →


Tuesday June 10, 2014 10:45am - 11:15am
Oceans 05

11:15am

Keynote: James Angel, Associate Professor of Finance, Georgetown University, on Global Capital Markets, High Frequency Trading and XBRL
Speakers
JA

James Angel

Associate Professor of Finance, McDonough School of Business, Georgetown University
Professor Angel specializes in the structure and regulation of financial markets, and he has visited over 50 financial exchanges around the world.  His current research focuses on financial market structure and regulation.  He is a visiting associate professor at the Wharton School of the University of Pennsylvania where he teaches Capital Markets.  He will return to Georgetown University this fall.   In the year before the... Read More →


Tuesday June 10, 2014 11:15am - 12:15pm
Oceans 05

12:15pm

Wikipedia and XBRL
Speakers
avatar for Phillip Engel

Phillip Engel

Data Architect, Lead Technologist, XBRL US
Philip Engel is an expert in XBRL technology and open XML standards development with experience in architecting taxonomies, software design and designing methodologies for developing and maintaining taxonomies.  Mr. Engel has been working in the XBRL community since the inception of the standard.  Before joining XBRL US, he managed his own technology consulting practice, Philip Engel Consulting, where he did XBRL-related work for... Read More →


Tuesday June 10, 2014 12:15pm - 12:25pm
Oceans 05

12:30pm

Lunch
Tuesday June 10, 2014 12:30pm - 1:30pm
Oceans 05

1:30pm

Internationalizing Corporate Actions to Reduce Cost, Delays, Inaccuracies and Enable Straight-Through-Processing (STP)
Hear securities experts discuss the problems in corporate actions processing today around the world, including high costs, processing delays and inaccuracies. Learn from a debate about how an international XBRL-driven solution might resolve these issues.

Moderators
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →

Speakers
avatar for Karla K. McKenna

Karla K. McKenna

Director, Market Practice and Standards Citi Securities Services, Citi
Karla McKenna is an international standards specialist in the area of financial services.  Ms. McKenna is director of Market Practice and Standards at Citi and in this role drives development and adoption of financial services standards for Citi’s Securities businesses.   Within the industry, Ms. McKenna is Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC 68), Financial Services... Read More →
avatar for Frédéric Tendeau

Frédéric Tendeau

Architect of MyStandards Readiness Portal, Swift
Frederic Tendeau is a technology expert in text parsing, matching and translation, targeting computer languages as well as natural languages. After 10 years in international research laboratories (INRIA, Xerox, Lernout&Hauspie-Nuance), he has spent the last 10 years leveraging his expertise to solve financial processing challenges. In this area, pushing up the value chain requires an increasing contribution of technologies providing for... Read More →
avatar for Dan Thieke

Dan Thieke

Managing Director, General Manager, DTCC
Dan Thieke is Managing Director and General Manager for Settlement and Asset Services at DTCC, responsible for overseeing services for these businesses globally and driving the strategic development of key company initiatives such as its corporate actions transformation effort, dematerialization of physical securities, and leading continued structural changes to the U.S. settlement processes. | | Thieke currently serves as a member of... Read More →


Tuesday June 10, 2014 1:30pm - 2:20pm
Oceans 10

1:30pm

Initiatives to Improve US Government Transparency

Improving transparency and accountability in government leads to better decisions and better policy.  Panelists will discuss the US DATA Act, pending legislation that will require structured data for all government performance reporting. This bill offers a remarkable set of changes affecting every facet of government activity and the methods used to make that information accessible to the public.  You’ll learn the intent of the new legislation as well as the scope of what’s being proposed.  But you’ll also learn about programs that are underway today in the US Treasury, geared towards improving data transparency from a government perspective.  Learn about an initiative ongoing in Treasury that aims to make the agency less system-dependent, and that will be able to provide answers to questions for today and tomorrow.


Moderators
avatar for Joseph Kull

Joseph Kull

Public Sector Practice, PwC US
Joe has been a PwC Director for over 10 years, and is a Subject Matter Expert in public sector financial management, budget, grants and performance management.   He retired from the Federal government in 2004 as the Deputy Comptroller for Federal financial management at the Office of Management and Budget.  Previously, he served as CFO and Budget Director of the National Science Foundation and the Civil  Aeronautics Board, and... Read More →

Speakers
avatar for Christina Ho

Christina Ho

Executive Director, U.S. Treasury
Christina Ho is the Executive Director for Data Transparency at Bureau of the Fiscal Service.  In support of the President's Open Government initiative and Fiscal Service's strategic goal to promote data transparency and usefulness as a public good, Christina was recently appointed to this position.  Christina's efforts will be focused on advancing government-wide efforts to improve open, accountable, and participatory government... Read More →
avatar for Hudson Hollister

Hudson Hollister

Executive Director, Data Transparency Coalition
Hudson Hollister is the founder and executive director of the Data Transparency Coalition, an organization that brings technology companies and open-government nonprofits together to advocate the standardization of U.S. federal data. The Data Transparency Coalition encourages Congress and leaders in the executive branch to support the adoption of consistent government-wide identifiers for crucial data elements and consistent reporting... Read More →


Tuesday June 10, 2014 1:30pm - 2:20pm
Oceans 09

1:30pm

Workshop - Regulatory Implementation Guidance
This interactive session is designed to ensure that regulators, consultants, policy makers, technologists and project managers learn together about the pieces that make up a successful XBRL implementation. Participants will be guided along a pathway that covers the major aspects of these important projects. They will work together to capture their ideas and exchange their experiences, as the facilitators walk them through the process from end to end. Very much hands on - it's roll up your sleeve learning and information exchange.

Moderators
avatar for Ian Hicks

Ian Hicks

Director of Professional Services, Corefiling, Ltd.
Ian Hicks is Director of Professional Services for CoreFiling Ltd., responsible for the ongoing support of key client accounts. He is a member of Best Practices Board for XBRL International. With an MBA from Cranfield School of Management, Ian has over 30 years’ experience in leading high technology specialist teams in international business.

Speakers
avatar for Carol Baskey

Carol Baskey

Vice President of Corporate Accounting, FirstMerit Corp
Carol Baskey is the Chair of the XBRL International Implementation Guidance Task Force. She is a Vice President of Corporate Accounting at FirstMerit Bank and is a Certified Public Accountant that has been involved in SEC Reporting and XBRL for six years.  Carol is featured in the September 2013 issue of iBR Magazine.
avatar for Ignacio Boixo

Ignacio Boixo

Coordinator, Eurofiling
Ignacio convened in 2005 the Eurofiling initiative, now a voluntary crowd sourcing effort of the European Banking and Insurance Authorities with XBRL Europe. Eurofiling contributes on COREP (Basel III), FINREP (Financial Reporting), Solvency II, and Data Point Modelling methodology. Eurofiling is fostering interoperability in regulatory reporting with the CEN WS XBRL project (European Commission funded).  Ignacio is the International... Read More →
avatar for Gianluca Garbellotto

Gianluca Garbellotto

CEO, IPHIX
Gianluca Garbellotto (GLG) is a pioneer of the Extensible Business Reporting Language (XBRL), the XML-based computer language that is rapidly being adopted by governments worldwide for external business reporting. | He is a globally acknowledged expert on the business and technical aspects of XBRL and the XBRL Global Ledger Framework (XBRL GL), and has extensive experience in their implementation in the Government and the private sector. With a... Read More →
avatar for Brad Monterio

Brad Monterio

Managing Director, Colcomgroup, Inc.
Since 1997, Mr. Monterio is Managing Director of Colcomgroup, Inc., a global strategic consulting and marketing services firm based in New York. He advises companies on achieving success, growing market share, opening new markets, developing new revenue streams, driving market adoption, and sourcing strategic partners. He counsels clients in financial services, accountancy and technology sectors in areas of marketing, communications... Read More →
BQ

Bernice Quek

Senior Director, Business Information and Technology, Accounting and Corporate Regulatory Authority (ACRA)
Ms Bernice Quek is the Senior Director, Business Information and Technology at the Accounting and Corporate Regulatory Authority (ACRA), Singapore.  She sets strategic directions and oversees the operations contributing towards a timely and trusted business register, providing a value enhancing repository of corporate and financial information.  Bernice also serves as the Chief Information Officer (CIO). As the CIO she plans and... Read More →
avatar for Ben Russell

Ben Russell

XBRL SME, Consultant & Product Specialist, Corefiling, Ltd.
Ben is an experienced consultant, XBRL subject matter expert and CoreFiling product specialist.  He delivers consultancy, thought leadership and training to enable both consumers and producers of business data to realise the efficiencies and other benefits that XBRL brings to business reporting.  Ben is the current Chair of the XII Taxonomy Architecture Group Task Force (TAG-TF).   Ben previously worked for a multinational... Read More →
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!
avatar for Andromeda Wood

Andromeda Wood

Senior Technical Manager - IFRS Taxonomy, IASB
Andie joined the IFRS XBRL team at the beginning of 2012 and is now a part of the wider Disclosure Initiative which looks at all things disclosure and taxonomy. She is a data modeler, XBRL expert and quite keen on Ontology. Average working days include anything from working on ways to improve extensions in XBRL, modeling IFRS standards, working with the Conceptual Framework team, analysis of IFRS disclosures and developing the future model... Read More →


Tuesday June 10, 2014 1:30pm - 3:10pm
Oceans 12

2:20pm

Automating Corporate Actions - Results from the ADR Pilot
Corporate actions processing today requires substantial manual intervention, resulting in delays, inaccuracies and unnecessay cost.  Hear from the key participants in a pilot study where XBRL was introduced to corporate actions processing for ADRs (American Depositary Receipts). Learn how straight-through-processing was enabled through XBRL, with significant savings in resources and costs.

Moderators
MS

Michelle Savage

Vice President, Communications, XBRL US
Michelle Savage manages the education, marketing, communications and outreach efforts of XBRL US.  Ms. Savage joins XBRL from PR Newswire where she focused on developing services to help companies communicate their key messages and information to shareholders and potential investors. During her tenure at PR Newswire, Ms. Savage oversaw the introduction and sales of new services to corporate and agency investor relations executives. Within... Read More →

Speakers
avatar for Patrick Barthel

Patrick Barthel

Director of Product Management, The Depositary & Trust Corporation
Patrick B. Barthel is a Director of Product Management in the Settlement & Asset Services Group at The Depositary Trust and Clearing Corporation (DTCC).  As a member of DTCC’s Corporate Actions Transformation Project Team, Patrick is supporting the implementation of a new corporate actions data model, ISO 20022 messaging, and a new browser-based user interface (CA Web).  He is also focused on client training and onboarding, as... Read More →
avatar for Len Lipton

Len Lipton

Managing Director, GlobeTax
Len Lipton manages GlobeTax's sales and marketing activities for the Americas. Mr. Lipton also leads the firm’s product development efforts so that GlobeTax can continue to provide the highest levels of service to its clients in the rapidly changing global tax landscape. Within his product role at GlobeTax, Mr. Lipton has overall responsibility for the firm’s participation in the XBRL Corporate Actions pilot and co-heads the... Read More →
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →
avatar for Michael Silverence

Michael Silverence

Global Product Management - Innovation & Technology, BNY Mellon
Michael Silverence is a Vice President at BNYMellon.  He has been with BNYMellon for 27 years and is currently a Global Project and Innovation Manager in the Depositary Receipts group. Michael managed a number of BNYMellon’s Treasury Services and Shareholder Services operations throughout his career and he has designed and developed many workflows, systems and applications that are utilized today.  For the last two years... Read More →


Tuesday June 10, 2014 2:20pm - 3:10pm
Oceans 10

2:20pm

Big Data in Federal Government - Challenges and Opportunities

Traditional methods of storing, accessing and analyzing data are just not effective in the new era of Big Data.  Private sector enterprises have embraced new technologies and standards to adapt to increasing demands for information.  Federal government is no exception and agencies must develop their own Big Data strategies.  Learn from this session about Big Data challenges and opportunities in the federal government arena and how lessons learned in the private sector can be applied.  Learn about new applications being developed that help governments become more efficient in their data collection and distribution.




Speakers
avatar for Eric Gillespie

Eric Gillespie

CEO, Govini
Eric Gillespie is the CEO of Govini, a business intelligence and analytics company he founded to give businesses in every industry a distinct advantage when working with the government. He is the former Senior Vice President and acting CEO of Onvia, a Nasdaq-listed firm that provides research and tools to track, analyze and report the activities of more than 89,000 federal, state and local government agencies. Prior to Onvia, he... Read More →
MH

Michael Hendrix

Director, Emerging Issues & Research, US Chamber of Commerce Foundation
avatar for Chris Paladino

Chris Paladino

Executive Director, Accenture
Mr. Paladino leads Accenture's Federal Big Data and Analytics practice and is the Technology Lead for Public Safety. He has more than 26 years of experience with strategic planning, program management, and hands-on delivery experience with enterprise architecture, data warehousing, big data, analytics, business intelligence, knowledge management, business process reengineering, systems engineering, and large-scale IT operations. Mr. Paladino is a... Read More →


Tuesday June 10, 2014 2:20pm - 3:10pm
Oceans 09

3:10pm

Break
Tuesday June 10, 2014 3:10pm - 3:40pm
Oceans 05

3:40pm

XBRL Securities Implementations Around the World - Comparison of Methods
Attend this session to hear about XBRL implementations for securities reporting, challenges, success stories, best practices in managing a successful rollout.

Moderators
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!

Speakers
avatar for Walter Hamscher

Walter Hamscher

IT Manager, Taxonomies and Technology Development, U.S. Securities and Exchange Commission
Walter Hamscher is responsible for the US Securities and Exchange Commission's XBRL technologies.  He is a co-author of the XBRL specification and several other XBRL International publications, previously member of the XBRL International Board of Directors and Past Chair of XBRL International.  Walter received his Ph.D. in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology.  
OK

Ohmura Kaori

IT Department, Tokyo Stock Exchange
TO

Tomohiko Ogawara

IT Department, Tokyo Stock Exchange


Tuesday June 10, 2014 3:40pm - 4:30pm
Oceans 10

3:40pm

What is SBR?: 5 Steps to Harmonize Reporting Across Government Agencies

In this session, you'll learn what SBR is, how it works, and the steps required to cut red tape across different government agencies by harmonizing the data needs of the public sector. You'll hear about the kind of formal standards needed to make it work in addition to XBRL and get an understanding of the crucial role government plays by publicly adopting standards and mandating their use. This session will include a presentation from leading expert in this field, Marc van Hilvoorde, followed by a panel session of international experts discussing the key steps required to create data harmonization, with a facilitator engaging the audience and drawing out the lessons learned.  


Moderators
avatar for Tom Hood

Tom Hood

CEO/Executive Director, MACPA & Business Learning Institute
"If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. From his Innovation Summit to his many speaking engagements, from his prolific tweets to his range of alliances with vendors, other organizations, and thought leaders and influencers at all levels, Hood is doing as much as anyone - and more than most- to lead public accounting forward." - Accounting... Read More →

Speakers
avatar for Marc van Hilvoorde

Marc van Hilvoorde

Dutch Center for Standards
Marc van Hilvoorde is a Chartered Accountant and a Certified Information Systems Auditor (CISA) in the Netherlands. In the Dutch SBR programme he is now responsible for the national taxonomy. He was involved in the development of XBRL as member of the XBRL International Standards Board, member of the IASCF XBRL Advisory Council, and past chair of the Rendering and Domain working groups.
TH

Thomas Hood

Systems Consultant, SC&H
Thomas Hood is a Consultant in the Business Performance Management practice at SC&H Consulting. He is an Oracle Hyperion expert who has extensive experience implementing highly complex and technical integration processes using Oracle DRM, Oracle EPMA, Microsoft Visual Basic, and SQL. Prior to joining SC&H, he worked for Maryland Association of CPA’s where he led the design and implementation of an internal reporting application... Read More →
avatar for Levine Naidoo

Levine Naidoo

Vice President, CoreFiling
Levine is Vice President of Partner Strategy and Business Enablement at CoreFiling. In prior roles he has worked as global subject matter expert and practice lead for analytics led regulatory compliance and has developed a substantial amount of techniques and approaches to implement XBRL production and consumption solutions. | | He has been a trusted advisor to government agencies and regulators, and has equally influenced financial... Read More →


Tuesday June 10, 2014 3:40pm - 4:30pm
Oceans 09

3:40pm

Workshop- Regulator Implementation Lessons Learned
This interactive session is designed to ensure that regulators, consultants, policy makers, technologists and project managers learn together about the pieces that make up a successful XBRL implementation. Participants will be guided along a pathway that covers the major aspects of these important projects. They will work together to capture their ideas and exchange their experiences, as the facilitators walk them through the process from end to end. Very much hands on - it's roll up your sleeve learning and information exchange.

Moderators
avatar for Ian Hicks

Ian Hicks

Director of Professional Services, Corefiling, Ltd.
Ian Hicks is Director of Professional Services for CoreFiling Ltd., responsible for the ongoing support of key client accounts. He is a member of Best Practices Board for XBRL International. With an MBA from Cranfield School of Management, Ian has over 30 years’ experience in leading high technology specialist teams in international business.

Speakers
avatar for Carol Baskey

Carol Baskey

Vice President of Corporate Accounting, FirstMerit Corp
Carol Baskey is the Chair of the XBRL International Implementation Guidance Task Force. She is a Vice President of Corporate Accounting at FirstMerit Bank and is a Certified Public Accountant that has been involved in SEC Reporting and XBRL for six years.  Carol is featured in the September 2013 issue of iBR Magazine.
avatar for Brad Monterio

Brad Monterio

Managing Director, Colcomgroup, Inc.
Since 1997, Mr. Monterio is Managing Director of Colcomgroup, Inc., a global strategic consulting and marketing services firm based in New York. He advises companies on achieving success, growing market share, opening new markets, developing new revenue streams, driving market adoption, and sourcing strategic partners. He counsels clients in financial services, accountancy and technology sectors in areas of marketing, communications... Read More →
BQ

Bernice Quek

Senior Director, Business Information and Technology, Accounting and Corporate Regulatory Authority (ACRA)
Ms Bernice Quek is the Senior Director, Business Information and Technology at the Accounting and Corporate Regulatory Authority (ACRA), Singapore.  She sets strategic directions and oversees the operations contributing towards a timely and trusted business register, providing a value enhancing repository of corporate and financial information.  Bernice also serves as the Chief Information Officer (CIO). As the CIO she plans and... Read More →
avatar for Ben Russell

Ben Russell

XBRL SME, Consultant & Product Specialist, Corefiling, Ltd.
Ben is an experienced consultant, XBRL subject matter expert and CoreFiling product specialist.  He delivers consultancy, thought leadership and training to enable both consumers and producers of business data to realise the efficiencies and other benefits that XBRL brings to business reporting.  Ben is the current Chair of the XII Taxonomy Architecture Group Task Force (TAG-TF).   Ben previously worked for a multinational... Read More →


Tuesday June 10, 2014 3:40pm - 4:30pm
Oceans 12

4:30pm

Integrating a Structured Data Mind-set into Accounting Standards – XBRL Developments at IASB and FASB
Learn how these two standards setters are working to inform the standard setting process with an emphasis on meeting machine-readable user requirements. Hear about the next steps in this journey and the way that you can contribute. Interact with the teams on topics such as new standards developments, modelling choices, influencing data quality, and future taxonomy enhancements.

Moderators
avatar for Louis Matherne

Louis Matherne

Chief of Taxonomy Development, FASB
J. Louis Matherne FASB, Chief of Taxonomy Development.   As FASB Chief of Taxonomy Development, Mr. Matherne is responsible for all aspects of the ongoing development and maintenance of the US GAAP Financial Reporting Taxonomy in support of the annual taxonomy release as required for use by Securities and Exchange Commission registrants. | | Prior to joining the FASB, Louis was Director of XBRL Services at Clarity Systems where he was... Read More →

Speakers
avatar for Bartek Czajka

Bartek Czajka

Senior Technical Manager - IFRS Taxonomy, International Accounting Standards Board (IASB)
Bartek Czajka is Senior Technical Manager at IASB.  He is responsible for the development of the IFRS Taxonomy from the IFRS perspective.  Bartek is also involved in the IFRS Foundation's global outreach activities to promote understanding and adoption of IFRSs and XBRL.  Bartek holds an MSc in Management and Marketing from the University of Economics in Poznan, Poland.  He is a Polish CPA and has an ACCA Diploma in IFRS certificate.  From... Read More →
avatar for Donna Johaneman

Donna Johaneman

Project Manager XBRL, FASB
Donna Johaneman is the Project Manager-XBRL at the Financial Accounting Standards Board (FASB). She leads a team that is responsible for updating the U.S. GAAP Financial ReportingTaxonomy for new accounting pronouncements, common reporting practices, and ongoing taxonomy developments. A certified public accountant with over 30 years of experience, she began her career in public accounting, worked in various roles and projects related to financial... Read More →
avatar for David Shaw

David Shaw

XBRL Project Manager, Financial Accounting Standards Board (FASB)
David Shaw is an XBRL Project Manager - XBRL at the Financial Accounting Standards Board (FASB). In that role, David is a member of the team that is responsible for updating the US GAAP Financial Reporting Taxonomy for new accounting pronouncements, common reporting practices and for ongoing taxonomy architectural developments. Before joining the FASB, David was a senior associate at Alvarez & Marsal Forensic & Dispute Services where he... Read More →
avatar for Andromeda Wood

Andromeda Wood

Senior Technical Manager - IFRS Taxonomy, IASB
Andie joined the IFRS XBRL team at the beginning of 2012 and is now a part of the wider Disclosure Initiative which looks at all things disclosure and taxonomy. She is a data modeler, XBRL expert and quite keen on Ontology. Average working days include anything from working on ways to improve extensions in XBRL, modeling IFRS standards, working with the Conceptual Framework team, analysis of IFRS disclosures and developing the future model... Read More →


Tuesday June 10, 2014 4:30pm - 5:20pm
Oceans 10

4:30pm

Why SBR? The Strategic Impact of Cutting Red Tape
In this session, you'll hear about not just the economic impact but the practical changes to the way that businesses and accountants interact in an environment in which SBR is becoming part of the landscape. The purpose of SBR initiatives from a policymaker’s perspective is to cut red tape and modernize business-government interactions. What are the strategic goals for business and for accountants? With discussion and input from a panel that represents these supply chains in a number of other countries, expect a lively debate and informative discussion on this important topic.

Moderators
avatar for Tom Hood

Tom Hood

CEO/Executive Director, MACPA & Business Learning Institute
"If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. From his Innovation Summit to his many speaking engagements, from his prolific tweets to his range of alliances with vendors, other organizations, and thought leaders and influencers at all levels, Hood is doing as much as anyone - and more than most- to lead public accounting forward." - Accounting... Read More →

Speakers
avatar for Gianluca Garbellotto

Gianluca Garbellotto

CEO, IPHIX
Gianluca Garbellotto (GLG) is a pioneer of the Extensible Business Reporting Language (XBRL), the XML-based computer language that is rapidly being adopted by governments worldwide for external business reporting. | He is a globally acknowledged expert on the business and technical aspects of XBRL and the XBRL Global Ledger Framework (XBRL GL), and has extensive experience in their implementation in the Government and the private sector. With a... Read More →
avatar for Willem Geijtenbeek

Willem Geijtenbeek

XBRL Leader, PwC Accountants
Willem Geijtenbeek is the XBRL Leader for PwC in The Netherlands. He is involved in creating innovative solutions for clients as well as the internal PwC organisation, using XBRL. In addition, he is active in the Dutch XBRL and SBR networks where he helps create the environment necessary for such innovations. He is particularly interested in setting up the right governance structures, needed for creating and maintaining the link between... Read More →
PK

Poul Kjaer

Managing Director, Aguilonius Nordic A/S
Mr. Kjaer is the Managing Director at Aguilonius Nordic A/S.  Poul contributed to the establishment of a Nordic supervisory college responsible for the supervision of Nordea Group. This is the first college established to supervise a systemically important financial group. He took part in the negotiations of the banking rescue package in Denmark and to its enforcement while it was active. | | Poul was the main driver in setting... Read More →


Tuesday June 10, 2014 4:30pm - 5:20pm
Oceans 09

4:30pm

Adopting Inline XBRL - Benefits and Challenges
Marrying HTML and XBRL files can reduce cost and risk in preparation.  This technique is being used successfully in many markets but not at all in others.  This session will provide successful case studies with best practices and identify implementation pitfalls to avoid. A must attend session for those wondering what the impact of iXBRL will be, or might be, in their environment.

Moderators
avatar for Makoto Koizumi

Makoto Koizumi

Managing Director, Mercury and Earth KK
Mr. Koizumi is Managing Director of Mercury and Earth KK based in Tokyo. He worked IT integration and consulting in past 21 years immediately after graduated Kanazawa Technical College. He worked for XBRL consulting and implementation projects in recent 11 years and had several feasibility studies, taxonomy developments and planning for reporting platform implementation for several regulators and non-profitable organizations in the world.He was... Read More →

Speakers
avatar for Philip Allen

Philip Allen

Executive Chairman, CoreFiling Limited
Philip Allen is the Chairman of XBRL UK, the UK jurisdiction of the XBRL International consortium. He devised, and is the editor of, the Specification for Inline XBRL, the standard mandated for company tax filings in the UK and elsewhere. In 1997 he founded, and remains Executive Chairman of, CoreFiling, the world's leading specialist XBRL software and services firm. He was one of the co-founders, in 1987, of CATS Software Inc., a software... Read More →
RB

Rob Blake

Senior Product Director, Trintech
Rob leverages more than 19 years of business reporting and enterprise software developmentexpertise in his leadership role as Trintech, Inc.’s Senior Product Director for Cadency’s®Completion, a Cloud-based disclosure management solution that helps companies improve theirexisting external reporting process. In his current role, Rob is lead product evangelist andresponsible for overseeing product direction, requirements and marketing to... Read More →
avatar for Mark Dudfield

Mark Dudfield

RIS lead XBRL Technical Risking Group (TRG), HMRC
Over my 25+ years with Her Majesty's Revenue and Customs, I have undertaken a number of diverse roles: leading a regional Business unit for Large & Complex cases who’s turnover ranged from £30M-£600M; as a trainer and mentor; and a specialist in Oil taxation as part of the large business sector, co authoring the tax on the boardroom agenda report. | | In my current role, I lead a team analysing, interrogating, testing and... Read More →
avatar for Hirofumi Morisada

Hirofumi Morisada

General Manager, IT Strategy Office, Pronexus
Hirofumi Morisada is the PRONEXUS's General Manager of IT Strategy Office, and also chair of XBRL Japan's development working group.He has over 15 years of experience in financial data analytics and optimization of corporate information disclosure process with practical use of IT and XBRL.He has been most recently the team lead of PRONEXUS WORKS, which is the well used on-line iXBRL editor/integrated disclosure platform in Japan's financial... Read More →
SM

Sho Muramatsu

Hitachi Solutions


Tuesday June 10, 2014 4:30pm - 5:20pm
Oceans 12
 
Wednesday, June 11
 

8:00am

Breakfast
Wednesday June 11, 2014 8:00am - 9:00am
Oceans 05

9:00am

Opening Remarks
Wednesday June 11, 2014 9:00am - 9:30am
Oceans 05

9:30am

Software Industry Outreach - A Crucial Ingredient for a Successful XBRL Implementation
In many environments, attaining system-to-system data transfer is the ultimate goal of the XBRL project. This requires clear strategies for engaging with the software industry. In this panel session we'll hear about the experiences of a number of different projects in this area.

Moderators
avatar for Alexander Falk

Alexander Falk

Founder & CEO, Altova
Alexander Falk founded Altova in 1992 and has been an active contributor to XML- and related standards for many years. As a member of the W3C XML Schema Working Group that defined the XML Schema 1.0 Recommendation 2001-2004, Mr. Falk was instrumental in creating the schema language that is at the foundation of XBRL. Coming from a development background, Mr. Falk is a co-author of the popular Altova XMLSpy XML Editor and listed as inventor on... Read More →

Speakers
avatar for Ignacio Boixo

Ignacio Boixo

Coordinator, Eurofiling
Ignacio convened in 2005 the Eurofiling initiative, now a voluntary crowd sourcing effort of the European Banking and Insurance Authorities with XBRL Europe. Eurofiling contributes on COREP (Basel III), FINREP (Financial Reporting), Solvency II, and Data Point Modelling methodology. Eurofiling is fostering interoperability in regulatory reporting with the CEN WS XBRL project (European Commission funded).  Ignacio is the International... Read More →
avatar for Keith Swenson

Keith Swenson

Vice President of Research & Development, Fujitsu North America, Inc.
Keith Swenson is Vice President of Research and Development at Fujitsu North America. As a speaker, author, and contributor to many workflow and BPM standards, he is known for having been a pioneer in collaboration software and web services. He is currently the Chairman of the Workflow Management Coalition. He has led agile software development teams at MS2, Netscape, Ashton Tate & Fujitsu. In 2004 he was awarded the Marvin L... Read More →
avatar for Jacques Urlus

Jacques Urlus

Manager Business Unit SBR/XBRL, Ordina Consulting Finance
Jacques Urlus (RE CISA BBA) is an XBRL and SBR specialist with over eight years of experience. His main focus is the technical implementation of XBRL functionalities in software. Currently Jacques works for the Dutch SBR Programme and is responsible for supporting software vendors dealing with the Dutch SBR challenge. Within the Dutch IT company Ordina, Jacques is responsible for the entire XBRL proposition. Furthermore Jacques owns and... Read More →


Wednesday June 11, 2014 9:30am - 10:20am
Oceans 10

9:30am

DATA Act Use Cases - What's Possible with the New Legislation?

Passage of the DATA Act means that government spending data will be significantly more accessible by watchdog groups, the media, government data aggregators and American citizens.  Attend this session that discusses how the use of defined data standards will enable the comparison of government data collected.  This session will look at how data standards will enable the automatic calculation of the aggregate amounts spent by the federal government across various program types and by specific products, and how standards will allow users to identify the most expensive government programs and determine which contractors are involved in those programs.


Speakers
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →


Wednesday June 11, 2014 9:30am - 10:20am
Oceans 09

9:30am

Data Normalization Techniques
Learn methods in standardizing data to improve comparison of information, covering the challenges in performing analysis on raw XBRL data with best practice on how to solve them.   

Speakers
avatar for K. Balachandran

K. Balachandran

Co-Founder & Director, IRIS Business Services
Balachandran Krishnan (Balu) is a cofounder and director of IRIS Business Services, the India head quartered, global XBRL solutions and financial information provider. He brings about twenty four years of rich experience in financial analysis, investment research, and XBRL based information supply chains. Balachandran is associated with the XBRL movement in India right from the very early days. He has led several of IRIS’ XBRL training... Read More →
avatar for Phillip Engel

Phillip Engel

Data Architect, Lead Technologist, XBRL US
Philip Engel is an expert in XBRL technology and open XML standards development with experience in architecting taxonomies, software design and designing methodologies for developing and maintaining taxonomies.  Mr. Engel has been working in the XBRL community since the inception of the standard.  Before joining XBRL US, he managed his own technology consulting practice, Philip Engel Consulting, where he did XBRL-related work for... Read More →
avatar for Alex Rapp

Alex Rapp

President, CTO & Co-Founder, Calcbench
Alex leads the development of Calcbench’s artificial intelligence based platform, which allows CFOs, investors, auditors and others to use the richness of SEC XBRL data for better and faster decision making. He specializes in correcting filing errors and inconsistencies, storing data for faster retrieval, and building standardized (normalized) metrics from face financials and footnotes. Alex holds a BS in math and computer science from Bates... Read More →
avatar for Chad Sandstedt

Chad Sandstedt

Co-Founder & Chief Executive Officer, Tagnifi
Chad Sandstedt is co-founder and CEO of TagniFi (http://www.tagnifi.com), a provider of standardized financial data sourced from XBRL. Chad is a CFA charterholder and is the founder of AnalystForum (http://www.analystforum.com)..  


Wednesday June 11, 2014 9:30am - 10:20am
Oceans 12

10:20am

Break
Wednesday June 11, 2014 10:20am - 10:50am
Oceans 05

10:50am

Basel III Data Collection in Europe and Beyond
Across Europe, more than 7000 banks are reporting using the new European Banking Authority (EBA) requirements that encapsulate Basel III. You'll hear the latest on the first quarter of reporting using XBRL in this environment, as well as the latest plans from the US, Japan and Latin America.

Speakers
avatar for Vlad Etkin

Vlad Etkin

CIO, Axiom SL
Vlad Etkin is the Chief Information Officer of Axiom Software Laboratories (AxiomSL).  Mr. Etkin who joined AxiomSL in 1992, has been instrumental in developing and implementing the software architecture that has enabled the company's product suite to be recognized as a leader in successfully delivering regulatory reporting solutions at leading financial institutions.  Prior to joining AxiomSL in 1992, Mr. Etkin managed a group of... Read More →
avatar for Anne Leslie-Bini

Anne Leslie-Bini

Head of International Development, INVOKE
Anne Leslie-Bini is a Director at Invoke Software, a leading provider of regulatory and prudential reporting solutions that leverage the XBRL standard,  with offices in London, Paris and Luxembourg. Anne began her career in Capital Markets in France, working for major banks such as BNP-Paribas and ABN Amro Group. As a senior executive at Invoke Software, she is responsible for driving international business development in the financial... Read More →
avatar for Andreas Weller

Andreas Weller

Head of IT, European Banking Authority (EBA)
Andreas Weller is Head of IT at the European Banking Authority (EBA). The EBA has officially come into being as of 1 January 2011 and has taken over all existing and ongoing tasks and responsibilities from the Committee of European Banking Supervisors (CEBS). The EBA has some quite broad competences, including strengthening international supervisory coordination, promoting supervisory convergence and providing advice to the EU institutions... Read More →


Wednesday June 11, 2014 10:50am - 11:40am
Oceans 10

10:50am

The Intersection of Assurance & Security- Current Practice for Reporting
How can the auditor's report adapt to the XBRL era? How can it be at least as trustworthy as its traditional counterpart while laying down a path that improves upon and adds to the readability and trustworthiness of today's model? In this session, thought leaders and practitioners currently involved in considering and applying security and authentication technologies to the intersection of reporting and the associated auditor's report and opinion will discuss the state of the art in assurance reporting that is trustworthy, protective and authentic. Learn about the progress on XBRL assurance, why previous practice has not been sufficient, what’s in place today and what needs to happen going forward.

Moderators
avatar for Eric E. Cohen

Eric E. Cohen

Global XBRL Technical Leader, PwC
Eric E. Cohen is the Global XBRL Technical Leader for PwC. An original founder of XBRL, Mr. Cohen has served in a wide variety of roles for XBRL International and XBRL US, including serving as chair of XBRL-US and numerous working groups. Mr. Cohen is also the founder and chief architect of XBRL's Global Ledger Framework. He has served as an ambassador of XBRL to numerous organizations. Mr. Cohen has worked extensively with the academic... Read More →

Speakers
avatar for Stephanie Farewell

Stephanie Farewell

Associate Professor., University of Arkansas at Little Rock
Stephanie Farewell is an Associate Professor of Accounting at the University of Arkansas at Little Rock. She is a licensed CPA in Arkansas. Stephanie received her BBA, MACC and Ph.D. from the University of Oklahoma. Involved with XBRL since 2003, Stephanie researches and publishes XBRL from a pedagogical and behavioral decision making perspective. Recent publications appear in the Journal of Accounting and Public Policy, Journal of... Read More →
avatar for Paul Hulst

Paul Hulst

XBRL Specialist, Deloitte NL
Paul is an experienced XBRL specialist, member of the Deloitte Dutch XBRL team. He has conducted various XBRL projects focused on the design and creation of XBRL taxonomies as well as on the preparation of XBRL instance documents. These projects have given him extensive knowledge of the XBRL standard and of XBRL software tools. Paul is a member of the NBA (Dutch association of Chartered Accountants) Taskforce on XBRL/SBR Assurance, the... Read More →
avatar for Huub Lucassen

Huub Lucassen

XBRL Leader, Ernst & Young
Huub Lucassen is the XBRL Leader for EY in The Netherlands. He is a Chartered Accountant and a Certified IT Auditor (RE) in the Netherlands. He coordinates the implementation and integration of XBRL within the service delivery of EY, and the design of new XBRL business services and products for clients of EY. He currently acts as Board member of XBRL Netherlands and member of the NBA (Dutch association of Chartered Accountants) Taskforce on... Read More →


Wednesday June 11, 2014 10:50am - 11:40am
Oceans 09

10:50am

Technical Implementation of the Data Act

The US DATA Act represents a new approach to government transparency in a Big Data era.   Attend this session to learn the specifics of the ACT, which agencies and what reporting data is affected and to get a better understanding of the different financial systems that each agency relies on today.  These disparate systems must be adapted to collect, report and analyze structured data and to communicate to other agency systems and the public.  


Moderators
avatar for Hudson Hollister

Hudson Hollister

Executive Director, Data Transparency Coalition
Hudson Hollister is the founder and executive director of the Data Transparency Coalition, an organization that brings technology companies and open-government nonprofits together to advocate the standardization of U.S. federal data. The Data Transparency Coalition encourages Congress and leaders in the executive branch to support the adoption of consistent government-wide identifiers for crucial data elements and consistent reporting... Read More →

Speakers
avatar for Gianluca Garbellotto

Gianluca Garbellotto

CEO, IPHIX
Gianluca Garbellotto (GLG) is a pioneer of the Extensible Business Reporting Language (XBRL), the XML-based computer language that is rapidly being adopted by governments worldwide for external business reporting. | He is a globally acknowledged expert on the business and technical aspects of XBRL and the XBRL Global Ledger Framework (XBRL GL), and has extensive experience in their implementation in the Government and the private sector. With a... Read More →
CI

Catherine Ives

Data Quality Solution Expert, Citizant
Catherine Ives is Citizant’s Data Quality solutions expert.  She brings more than 15 years of experience working with government and commercial organizations to reduce risk and improve business performance through strategic and effective enterprise data management. | Since joining Citizant in early 2014, Catherine has served as a data quality expert on the Enterprise Architecture program at the U.S. Dept. of Housing and Urban... Read More →


Wednesday June 11, 2014 10:50am - 11:50am
Oceans 12

11:40am

Making Analysis Better - How XBRL Improves Financial Analytical Tools
Moderators
Speakers
avatar for K. Balachandran

K. Balachandran

Co-Founder & Director, IRIS Business Services
Balachandran Krishnan (Balu) is a cofounder and director of IRIS Business Services, the India head quartered, global XBRL solutions and financial information provider. He brings about twenty four years of rich experience in financial analysis, investment research, and XBRL based information supply chains. Balachandran is associated with the XBRL movement in India right from the very early days. He has led several of IRIS’ XBRL training... Read More →
avatar for Benoit Colombel

Benoit Colombel

Lead R&D Engineer, Invoke
Benoît Colombel is a Lead R&D engineer at Invoke, a European software company specialized in financial & regulatory reporting solutions, with a particular focus on the use of XBRL (eXtensible Business Reporting Language). Benoît drives enhancements to the features and performance of Invoke XBRL products such as the e-Regulatory portal, and is also involved in pure research related to future applications designed to... Read More →
avatar for Fuad Rahman

Fuad Rahman

CEO, Apurba Technologies Inc.
Fuad Rahman, Ph.D., is an entrepreneur with extensive background in building companies in the area of software technology. He is the Founder and CEO of Apurba Technologies, headquartered in the Silicon Valley, USA, Apurba specializes in building software - specifically in regulatory compliance, data mining, big-data analytics, mobile enterprise and mobile app development spaces. | | Fuad has published widely in the scientific journals... Read More →
avatar for Yasmine Tebaa

Yasmine Tebaa

Head of Marketing & Communication, Invoke
After graduating from University of Paris VII with a Master's degree in Multimedia & Multilingual Document Design, Technical Writing and Terminology, Yasmine Tebaa started her career as a technical documentation project manager at Intoan Technology, a software provider of desktop automation solutions. In 2006, she co-started an operational marketing and communication agency where she spent three years as a marketing and communication project... Read More →
CZ

Chen Zou

Product Manager, Fujitsu


Wednesday June 11, 2014 11:40am - 12:30pm
Oceans 10

11:40am

Security - Current Reporting Practice
Lack of information integrity impacts directly the quality of reported data.  Whilst XBRL does provide a level of protection to the integrity of the data against accidental machine and human error, it does not protect from deliberate attacks to its integrity. 

This session will give participants an understanding of why information security is needed in XBRL; with case studies, and an insight into methods and tools used to secure critical information, as used today by security industry experts.

 

Moderators
avatar for Eric E. Cohen

Eric E. Cohen

Global XBRL Technical Leader, PwC
Eric E. Cohen is the Global XBRL Technical Leader for PwC. An original founder of XBRL, Mr. Cohen has served in a wide variety of roles for XBRL International and XBRL US, including serving as chair of XBRL-US and numerous working groups. Mr. Cohen is also the founder and chief architect of XBRL's Global Ledger Framework. He has served as an ambassador of XBRL to numerous organizations. Mr. Cohen has worked extensively with the academic... Read More →

Speakers
avatar for Stephanie Farewell

Stephanie Farewell

Associate Professor., University of Arkansas at Little Rock
Stephanie Farewell is an Associate Professor of Accounting at the University of Arkansas at Little Rock. She is a licensed CPA in Arkansas. Stephanie received her BBA, MACC and Ph.D. from the University of Oklahoma. Involved with XBRL since 2003, Stephanie researches and publishes XBRL from a pedagogical and behavioral decision making perspective. Recent publications appear in the Journal of Accounting and Public Policy, Journal of... Read More →
avatar for Karen Lawrence Öqvist

Karen Lawrence Öqvist

CEO, Dgtlb Information Security AB
Karen is known in the world of information security and privacy as an innovative thinker, speaker and author. She has more than 20 years of experience in information security and IT. Her international career has taken her from U.K., to Cern in Geneva, Novell and Hewlett-Packard (Zurich & Stockholm). In 2013 she started her own company in the Nordics. Her years of practical hands-on experience is backed up with an MSc Information Security and an... Read More →
avatar for Jacques Urlus

Jacques Urlus

Manager Business Unit SBR/XBRL, Ordina Consulting Finance
Jacques Urlus (RE CISA BBA) is an XBRL and SBR specialist with over eight years of experience. His main focus is the technical implementation of XBRL functionalities in software. Currently Jacques works for the Dutch SBR Programme and is responsible for supporting software vendors dealing with the Dutch SBR challenge. Within the Dutch IT company Ordina, Jacques is responsible for the entire XBRL proposition. Furthermore Jacques owns and... Read More →


Wednesday June 11, 2014 11:40am - 12:30pm
Oceans 09

11:50am

The XBRL Specification Stack: Introduction and Latest Developments
The XBRL standard is comprised of a suite of modular specifications, allowing it to be applied to a wide range of business reporting domains.  Learn what these specifications are, what they do, how they fit together, and find out about the latest developments from XBRL International’s Standards Board and working groups.  

Speakers
avatar for Paul Warren

Paul Warren

Technical Director, XBRL International, Inc.
In his role as Technical Director of XBRL International, Paul takes responsibility for overseeing the development and maintenance of the XBRL technical standards. | | Paul has been an active participant in the XBRL community for over 10 years, and is a past chair of the XBRL Specification and Versioning Working Groups. | | Prior to his role with XBRL International, Paul was Chief Technical Officer at CoreFiling, with responsibility for... Read More →


Wednesday June 11, 2014 11:50am - 12:10pm
Oceans 12

12:10pm

Ask the Experts
Moderators
avatar for Trevor Pyman

Trevor Pyman

Principal, Pyman Professional Pty Ltd
Trevor is a Fellow of the Institute of Chartered Accountants in Australia and his involvement with XBRL began in late 1999. He established the Australian jurisdiction and has served on its board since inception. He has served on many XBRL working groups and committees at international and local levels for the past decade, which continues to this day. | Trevor was a key figure in the creation and implementation of Australia's Standard Business... Read More →

Speakers
avatar for Phillip Engel

Phillip Engel

Data Architect, Lead Technologist, XBRL US
Philip Engel is an expert in XBRL technology and open XML standards development with experience in architecting taxonomies, software design and designing methodologies for developing and maintaining taxonomies.  Mr. Engel has been working in the XBRL community since the inception of the standard.  Before joining XBRL US, he managed his own technology consulting practice, Philip Engel Consulting, where he did XBRL-related work for... Read More →
avatar for Herman Fischer

Herman Fischer

Developer, Mark V Systems
For Mark V Systems Limited, contributor to, and manager of Arelle open source XBRL project; contract support for integration, deployment and databases for XBRL technology. For XBRL.org, chairperson of Formula and Rendering Working Groups, vice chair Base Specification Working Group, member of Standards Board 2009-2014, and developer of specifications, test cases, and tutorials on XBRL Abstract Model, Formula, Dimensions, Rendering and... Read More →
avatar for Masatomo Goto

Masatomo Goto

Manager, Fujitsu Limited
Masatomo Goto is a manager at Fujitsu Limited. He has been involved with XBRL since 2001. Before this activity, he served as a member of XLink Working Group at W3C. He also Chaired XBRL specification Working Group in 2003 and he contributes to all technology Specification development activity at XBRL International, Inc.
avatar for Paul Warren

Paul Warren

Technical Director, XBRL International, Inc.
In his role as Technical Director of XBRL International, Paul takes responsibility for overseeing the development and maintenance of the XBRL technical standards. | | Paul has been an active participant in the XBRL community for over 10 years, and is a past chair of the XBRL Specification and Versioning Working Groups. | | Prior to his role with XBRL International, Paul was Chief Technical Officer at CoreFiling, with responsibility for... Read More →


Wednesday June 11, 2014 12:10pm - 12:30pm
Oceans 12

12:30pm

Lunch
Wednesday June 11, 2014 12:30pm - 1:30pm
Oceans 05

1:30pm

Data Mining XBRL - Analyzing Semantics

XBRL data provides unique data mining opportunities.  Attend this session to hear findings from
studies on how semantic mining and text mining can be applied to XBRL data for
business analytics.


Speakers

Wednesday June 11, 2014 1:30pm - 2:20pm
Oceans 10

1:30pm

Current Developments in Dimensional Modeling and Validation
The European Banking Authority (EBA) and European Insurance and Occupational Pension Authority (EIOPA) projects in Europe have taken a new approach to capturing business requirements and modeling them at an abstract level in XBRL.  In this session, hear from leaders in this space share experiences and lessons learned.

Moderators
HW

Hugh Wallis

Senior XBRL Strategist, IBM Business Analytics
XBRL expert and specification author since 1999, Hugh Wallis is currently responsible for IBM's XBRL related offerings worldwide, in particular Cognos Disclosure Management. He brings a wealth of experience from over 38 years in the software business covering applications from Engineering Analysis, through Transit Scheduling to Activity Modelling and Reporting. He is an author/editor of many of the XBRL specifications and over the years has... Read More →

Speakers
avatar for Michal Piechocki

Michal Piechocki

CEO, Business Reporting - Advisory Group (BR-AG)
Michal Piechocki is a Chief Executive Officer of the Business Reporting – Advisory Group leading its global operations and advising international governmental and supervisory institutions on adoption of XBRL. His expertise contributed to projects in Europe, Australia, Asia and North and South America and supported various applications including specifically banking, insurance and capital market supervisory implementations of the Data... Read More →
avatar for Timothy Randle

Timothy Randle

Director of XBRL Solutions, WebFilings
Timothy Randle has over 30 years of technical, management and consulting experience in the software and financial services industries, working with large corporations to small start-up ventures, including three companies he co-founded. Recently, as Director of XBRL Solutions at WebFilings, Mr. Randle provided subject matter expertise and technical strategic direction to support the production of WebFilings' XBRL tools and professional services... Read More →


Wednesday June 11, 2014 1:30pm - 2:20pm
Oceans 09

1:30pm

Techniques in Processing Large Instance Documents
This session will cover problems and potential solutions in processing large instance documents.  The challenge this poses can affect both government and business implementations.

Moderators
avatar for Paul Warren

Paul Warren

Technical Director, XBRL International, Inc.
In his role as Technical Director of XBRL International, Paul takes responsibility for overseeing the development and maintenance of the XBRL technical standards. | | Paul has been an active participant in the XBRL community for over 10 years, and is a past chair of the XBRL Specification and Versioning Working Groups. | | Prior to his role with XBRL International, Paul was Chief Technical Officer at CoreFiling, with responsibility for... Read More →

Speakers
avatar for Alexander Falk

Alexander Falk

Founder & CEO, Altova
Alexander Falk founded Altova in 1992 and has been an active contributor to XML- and related standards for many years. As a member of the W3C XML Schema Working Group that defined the XML Schema 1.0 Recommendation 2001-2004, Mr. Falk was instrumental in creating the schema language that is at the foundation of XBRL. Coming from a development background, Mr. Falk is a co-author of the popular Altova XMLSpy XML Editor and listed as inventor on... Read More →
avatar for Herman Fischer

Herman Fischer

Developer, Mark V Systems
For Mark V Systems Limited, contributor to, and manager of Arelle open source XBRL project; contract support for integration, deployment and databases for XBRL technology. For XBRL.org, chairperson of Formula and Rendering Working Groups, vice chair Base Specification Working Group, member of Standards Board 2009-2014, and developer of specifications, test cases, and tutorials on XBRL Abstract Model, Formula, Dimensions, Rendering and... Read More →
avatar for Jon Siddle

Jon Siddle

Head of Product Management, CoreFiling Ltd
Jon is Head of Product Management at CoreFiling. As a subject matter expert, Jon has worked with regulators and regulated entities to align XBRL solutions with both standards and requirements. He plays an active role in the XBRL International Working Groups and is the lead author of the Table Linkbase specification.
avatar for Michal Zubrycki

Michal Zubrycki

Senior XBRL Developer, BR-AG
As Senior XBRL Developer Michal Zubrycki is working in the area of XBRL helping with development, implementation and review of XBRL taxonomies. In his 4 years XBRL experience Michal participated in various projects for banking, insurance and capital market supervision. He delivered a number of trainings aimed for both IT and business experts. Lately Michal was involved in analysis and development of specification of requirements for XBRL-based... Read More →


Wednesday June 11, 2014 1:30pm - 2:20pm
Oceans 12

2:20pm

Importance of the Legal Entity Identifier in Global Financial Markets

The LEI is a reference code to identify a legally distinct
entity involved in a financial transaction.  This session will focus on
why establishing such a single, consistent reference point is critical in a
global financial marketplace, affecting both both public and private
sectors.  Panelists will discuss what’s been accomplished to date to
establish an LEI and what needs to happen going forward.


Moderators
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →

Speakers
avatar for Nathan Hahn

Nathan Hahn

Director of Data Services and Product Manager for DTCC's GMEI utility, DTCC
Nathan Hahn (DTCC) is the Director responsible for the management of the Global Markets Entity Identifier (GMEI) Utility, a venture between DTCC and SWIFT that is the largest pre-Local Operating Unit within the global LEI system. Nathan led the implementation of the GMEI Utility starting in 2011. The product has since been utilized to meet both U.S. and European reporting requirements. He has been actively involved in discussions with... Read More →
avatar for Karla K. McKenna

Karla K. McKenna

Director, Market Practice and Standards Citi Securities Services, Citi
Karla McKenna is an international standards specialist in the area of financial services.  Ms. McKenna is director of Market Practice and Standards at Citi and in this role drives development and adoption of financial services standards for Citi’s Securities businesses.   Within the industry, Ms. McKenna is Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC 68), Financial Services... Read More →


Wednesday June 11, 2014 2:20pm - 3:10pm
Oceans 10

2:20pm

How to Make SBR Work
You get “What” and “Why” SBR is and how it can reduce red tape. But how do you go about it? This presentation and panel session covers governance, program office, organisation, execution, decision-making, staffing, funding and the myriad of details that are vital to success. Hear from the leader of the Dutch initiative, as well as a panel of professionals working in this field around the world.

Moderators
avatar for Dave van den Ende

Dave van den Ende

Director, Deloitte Risk Services
Dave van den Ende is Director at Deloitte Risk Services and leads the XBRL activities. From his experience in many international XBRL projects, he advises both public and private sector clients in the adoption and implementation of XBRL. In his capacities as Chair Membership Development Committee at XBRL International, Board member of XBRL Netherlands and Member of the IFRS Taxonomy Consultative Group of IASB, Dave is very much involved in the... Read More →

Speakers
avatar for Gianluca Garbellotto

Gianluca Garbellotto

CEO, IPHIX
Gianluca Garbellotto (GLG) is a pioneer of the Extensible Business Reporting Language (XBRL), the XML-based computer language that is rapidly being adopted by governments worldwide for external business reporting. | He is a globally acknowledged expert on the business and technical aspects of XBRL and the XBRL Global Ledger Framework (XBRL GL), and has extensive experience in their implementation in the Government and the private sector. With a... Read More →
avatar for Frans Hietbrink

Frans Hietbrink

Strategic Advisor, SBR/XBRL, Netherlands Tax & Customs
As an IT-auditor and Chartered Accountant, Frans Hietbrink has been working for the Dutch Tax Administration for over 30 years, in a variety of functions: auditor of Tax Returns, general manager, internal auditor ... But always focussed on the improvement of administrative processes and the quality of data. For the last 4 years, he has been a strategic advisor SBR/XBRL with the DTA.
avatar for Levine Naidoo

Levine Naidoo

Vice President, CoreFiling
Levine is Vice President of Partner Strategy and Business Enablement at CoreFiling. In prior roles he has worked as global subject matter expert and practice lead for analytics led regulatory compliance and has developed a substantial amount of techniques and approaches to implement XBRL production and consumption solutions. | | He has been a trusted advisor to government agencies and regulators, and has equally influenced financial... Read More →


Wednesday June 11, 2014 2:20pm - 3:10pm
Oceans 09

2:20pm

XBRL and Table Linkbase - a Data Collection Framework
The Table Linkbase specification brings the power of XBRL to new business reporting domains.  Join this session to learn what the Table Linkbase is, what it can do, and how it does it.   

Moderators
avatar for Michal Piechocki

Michal Piechocki

CEO, Business Reporting - Advisory Group (BR-AG)
Michal Piechocki is a Chief Executive Officer of the Business Reporting – Advisory Group leading its global operations and advising international governmental and supervisory institutions on adoption of XBRL. His expertise contributed to projects in Europe, Australia, Asia and North and South America and supported various applications including specifically banking, insurance and capital market supervisory implementations of the Data... Read More →

Speakers
MM

Mark Montoya

Chief of Data Strategy, Federal Depository Insurance Corporation (FDIC)
avatar for Timo Schmuck

Timo Schmuck

Team Leader Regulatory BI and XBRL, cundus AG
avatar for Jon Siddle

Jon Siddle

Head of Product Management, CoreFiling Ltd
Jon is Head of Product Management at CoreFiling. As a subject matter expert, Jon has worked with regulators and regulated entities to align XBRL solutions with both standards and requirements. He plays an active role in the XBRL International Working Groups and is the lead author of the Table Linkbase specification.
avatar for Paul Warren

Paul Warren

Technical Director, XBRL International, Inc.
In his role as Technical Director of XBRL International, Paul takes responsibility for overseeing the development and maintenance of the XBRL technical standards. | | Paul has been an active participant in the XBRL community for over 10 years, and is a past chair of the XBRL Specification and Versioning Working Groups. | | Prior to his role with XBRL International, Paul was Chief Technical Officer at CoreFiling, with responsibility for... Read More →


Wednesday June 11, 2014 2:20pm - 3:10pm
Oceans 12

3:10pm

Break
Wednesday June 11, 2014 3:10pm - 3:40pm
Oceans 05

3:40pm

Debating the Future of Reporting

Government and financial reporting have gone through dramatic changes over the past few years, driven by demand for greater accuracy, transparency and accountability in reporting by investors, watchdog groups, citizens and governments.  This panel of experts in government, finance and standards will discuss the challenges and opportunities ahead, drawing on the major themes of the conference, lessons learned during the past 2 ½ days and expectations going forward. 


Speakers
avatar for Joel Gurin

Joel Gurin

Senior Advisor, NYU & the E-Gov Lab
Joel Gurin is the author of Open Data Now (McGraw-Hill, January 2014), the first major book on the new information revolution that is transforming business, government, and society. He brings a unique background to his work on Open Data. Gurin began his career as an award-winning science journalist, became a nationally recognized leader in consumer information and website development, led a White House task force on consumer data and information... Read More →
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!


Wednesday June 11, 2014 3:40pm - 4:30pm
Oceans 05

3:40pm

Debating the Future of Reporting

Government and financial reporting have gone through dramatic changes over the past few years, driven by demand for greater accuracy, transparency and accountability in reporting by investors, watchdog groups, citizens and governments.  This panel of experts in government, finance and standards will discuss the challenges and opportunities ahead, drawing on the major themes of the conference, lessons learned during the past 2 ½ days and expectations going forward. 


Speakers
avatar for Joel Gurin

Joel Gurin

Senior Advisor, NYU & the E-Gov Lab
Joel Gurin is the author of Open Data Now (McGraw-Hill, January 2014), the first major book on the new information revolution that is transforming business, government, and society. He brings a unique background to his work on Open Data. Gurin began his career as an award-winning science journalist, became a nationally recognized leader in consumer information and website development, led a White House task force on consumer data and information... Read More →
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!


Wednesday June 11, 2014 3:40pm - 4:30pm
Oceans 05

3:40pm

'How To' Demonstrations

This program will cover brief demonstrations showcasing how XBRL can be used for unique applications such as:

  • Data-entry templates driven directly from an XBRL taxonomy with Table Linkbase
  • Extracting data from the SEC’s RSS feed without creating a database
  • Formula generation from a human-readable format
  • Techniques in converting XBRL into ISO 20022

Moderators
avatar for Eric E. Cohen

Eric E. Cohen

Global XBRL Technical Leader, PwC
Eric E. Cohen is the Global XBRL Technical Leader for PwC. An original founder of XBRL, Mr. Cohen has served in a wide variety of roles for XBRL International and XBRL US, including serving as chair of XBRL-US and numerous working groups. Mr. Cohen is also the founder and chief architect of XBRL's Global Ledger Framework. He has served as an ambassador of XBRL to numerous organizations. Mr. Cohen has worked extensively with the academic... Read More →

Speakers
avatar for Phillip Engel

Phillip Engel

Data Architect, Lead Technologist, XBRL US
Philip Engel is an expert in XBRL technology and open XML standards development with experience in architecting taxonomies, software design and designing methodologies for developing and maintaining taxonomies.  Mr. Engel has been working in the XBRL community since the inception of the standard.  Before joining XBRL US, he managed his own technology consulting practice, Philip Engel Consulting, where he did XBRL-related work for... Read More →
avatar for Alexander Falk

Alexander Falk

Founder & CEO, Altova
Alexander Falk founded Altova in 1992 and has been an active contributor to XML- and related standards for many years. As a member of the W3C XML Schema Working Group that defined the XML Schema 1.0 Recommendation 2001-2004, Mr. Falk was instrumental in creating the schema language that is at the foundation of XBRL. Coming from a development background, Mr. Falk is a co-author of the popular Altova XMLSpy XML Editor and listed as inventor on... Read More →
avatar for Herman Fischer

Herman Fischer

Developer, Mark V Systems
For Mark V Systems Limited, contributor to, and manager of Arelle open source XBRL project; contract support for integration, deployment and databases for XBRL technology. For XBRL.org, chairperson of Formula and Rendering Working Groups, vice chair Base Specification Working Group, member of Standards Board 2009-2014, and developer of specifications, test cases, and tutorials on XBRL Abstract Model, Formula, Dimensions, Rendering and... Read More →
avatar for Masatomo Goto

Masatomo Goto

Manager, Fujitsu Limited
Masatomo Goto is a manager at Fujitsu Limited. He has been involved with XBRL since 2001. Before this activity, he served as a member of XLink Working Group at W3C. He also Chaired XBRL specification Working Group in 2003 and he contributes to all technology Specification development activity at XBRL International, Inc.
avatar for Hirofumi Morisada

Hirofumi Morisada

General Manager, IT Strategy Office, Pronexus
Hirofumi Morisada is the PRONEXUS's General Manager of IT Strategy Office, and also chair of XBRL Japan's development working group.He has over 15 years of experience in financial data analytics and optimization of corporate information disclosure process with practical use of IT and XBRL.He has been most recently the team lead of PRONEXUS WORKS, which is the well used on-line iXBRL editor/integrated disclosure platform in Japan's financial... Read More →


Wednesday June 11, 2014 3:40pm - 4:30pm
Oceans 12

4:35pm

Conference Wrap Up
XBRL International CEO will close out the event with a brief wrap up to all attendees.

Speakers
avatar for John Turner

John Turner

CEO, XBRL International
Talk to me about the future of reporting and XBRL!


Wednesday June 11, 2014 4:35pm - 4:45pm
Oceans 05