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Investor Forum 2017: Smart Data, Better Results

Wednesday, November 1 | 1:50pm – 6:45pm

Register to Attend

1:30 – 1:50 PM Registration Check-in

1:50 – 2:00 PM Welcome & Introductions

Eric Linder, CEO, SavaNet, LLC
Campbell Pryde, President and CEO, XBRL US

2:00 – 2:30 PM Keynote Presentation

Frances Barney, CFA, Head of Global Risk Solutions, BNY Mellon

2:30 – 3:15 PM Who’s Using XBRL Data & Why: Case Studies
XBRL data is in widespread use by data providers, securities analysts, regulators, and research analysts around the world. This session will provide real-world examples of its use from data consumers.


Todd Castagno, Executive Director, Morgan Stanley
Gladimyr Sully, Senior Content Specialist, Thomson Reuters
Christine Tan, Chief Research Officer and co-Founder, idaciti
Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission
Moderator: Eric Linder, CEO, SavaNet, LLC

3:15 – 3:35 PM Structured Data Roundup
This session will provide a global overview of structured data and how to access it.

Speaker: Liv Watson, Senior Director of Strategic Initiatives, Workiva, Inc.

3:35 – 3:45 PM Break

3:45 – 4:00 PM Mitigating the Costs of Structured Disclosure for Filers
CFA Institute will present findings from a study about the costs that companies, large and small, bear in preparing and filing their financial information in a structured format. The study will address what can be done to mitigate those costs so that all parties, including preparers, regulators and users, may avail of the benefits of structured data.

Speaker: Mohini Singh, Director of Financial Reporting, CFA Institute

4:00 – 4:45 PM XBRL A to Z
From raw XBRL data to commercially viable product – learn what’s possible with computer-readable XBRL data and find out about tools and APIs available to help you begin extracting, and using XBRL-formatted data. Find out how industry is working to improve the quality of XBRL data.


Chase Bongirno, Director of XBRL, Toppan Vintage
Joey French, CPA, President and CFO, Intrinio
Campbell Pryde, President and CEO, XBRL US
Alex Rapp, President, CTO and co-Founder, Calcbench
Moderator: Mike Schlanger, Vice President, Merrill Corporation

4:45 – 5:00 PM Enhancing the Standard
The XBRL standard is continually expanded and improved to leverage new technologies and trends in the marketplace. Attend this non-technical discussion to find out why Inline XBRL is gaining traction. Learn how the standard can now accommodate JSON and CSV, and why this is important to investors and analysts.


Campbell Pryde, President and CEO, XBRL US
Mohini Singh, Director of Financial Reporting Policy, CFA Institute

5:00 – 5:45 PM Earnings Release Case Study
Structured data has been proposed for reporting needs such as the MD&A, the proxy statement and the earnings release. This session will provide a case study on building a taxonomy to represent the earnings release, how it could be implemented, and how it would benefit the investment community.


Campbell Pryde, President and CEO, XBRL US
Scott Theis, CEO, Novaworks, LLC

5:45 – 6:45 PM Networking Reception


Smart analysts and investors leverage structured data to improve efficiency, reduce costs and increase the accuracy of analysis. This half-day forum provides practical information about where you can get structured data on US and non-US companies, on who’s using this data today, and a step-by-step discussion on how to get started using XBRL data within your own organization. This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

Hear speakers from the Securities and Exchange Commission (SEC), Morgan Stanley, Thomson Reuters, the CFA Institute, XBRL US and more.

Seating is limited and complimentary registration is required – register today

Register to Attend


Wednesday, Nov. 1

1:50pm – 6:45pm


Baruch College’s Zicklin School of Business
Newman Conference Center
55 Lexington Avenue
New York, NY



To Attend



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