XBRL US National Conference 2010 Archive
XBRL US National Conference
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Below is an archive of resources from the XBRL US National Conference 2010 - The Path to Transparency
Find out how the XBRL technology standard can enable accountability in the corporate, government and nonprofit worlds by increasing transparency and usability of information. Learn about real-world practical applications and how XBRL can affect change.
 Transparency can be defined as openness, communication, and accountability. Many speak of transparency as a cure for today’s challenging times. But just making information available doesn’t take us down the path to transparency. Information needs to be more useable, more accurate and more timely, to truly shed light on the value of an investment, on government spending or on other areas where decisions are made.
The path to transparency is real and it’s happening now. As Chair of the XBRL US National Conference Advisory Committee, I am proud to host an event that will give financial executives at public companies and securities processing professionals practical lessons in the use XBRL and provide a look into the future of financial reporting.
Please join us for a program that will move business information ahead on the path to transparency.
 Chuck Callan - XBRL US National Conference 2010 Advisory Committee Chair Senior Vice President, Regulatory Affairs, Broadridge Financial Solutions
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General Session Presentations Wednesday, November 10, 2010 10:15 AM - 11:30 AM
Hundreds of thousands of corporate actions are initiated every year around the world, bringing critical information to investors about the companies in which they invest. The current system for disseminating corporate actions information from issuers to intermediaries and investors is paper-based and inconsistent, resulting in significant time delays, costs and risks. The use of XBRL based on the ISO standard used today for corporate actions would make this data computer-readable resulting in more accurate, consistent, useable and timely data. This panel presents the business case for XBRL automation, with representation from the corporate actions supply chain. Daniel Thieke, Vice President, DTCC (moderator) Jamie Shay, Head of Standards, SWIFT Andrew Chapman, Project Manager, Vanguard James Anderson, Manager External Reporting, AGL Resources David Blaszkowsky, Associated Director, Office of Data Analytics, U.S. Securities and Exchange Commission
 Wednesday, November 10, 2010 3:15 PM - 3:30 PM
SWIFT is excited to launch the Innotribe Program to the XBRL US community during this special afternoon workshop. SWIFT's Innotribe Leaders, in partnership with XBRL US, will immerse you in a workshop that is inventive, interactive and collaborative. The workshop will explore the landscape of opportunities for leveraging XBRL technology to solve data reporting needs in areas such as securities processing and government reporting. Join this session to develop an idea from a rough sketch to a selling pitch and present to a panel of experts who will select the most promising ideas for consideration by XBRL US Research Labs for further development into a business case.
Tuesday, November 09, 2010 11:00 AM - 12:15 PM
The SEC's phased rollout of XBRL allows businesses to ease their way into compliance over time. But most companies are still unsure what a compliant financial reporting process will look like...or how to improve their existing XBRL tagging and submission workflow to minimize error. This roundtable discussion panel will be moderated by Trintech's David Taylor, and features panelists well-versed in the hands-on details of XBRL compliance, including attendees from the SEC, XBRL service providers, and public companies who have tackled XBRL compliance in-house during the last year. Attendees will learn how to avoid common mistakes, how to assemble the right team to ensure XBRL compliance, and best practices for complying with the phased SEC rollout.
Wednesday, November 10, 2010 4:00 PM - 5:00 PM
Creating XBRL data means better accuracy and improved timeliness. But to realize those benefits means that accountants, securities processing professionals, asset managers and others may need to consider technical issues on creating XBRL data, report-writing, revising your financial management systems. This panel will bring in the experts to cover topics such as rendering, inline XBRL, and different approaches to tagging documents. Geared towards business professionals in the securities processing area and public company financial executives, this session will get you up to speed on the issues that affect your day-to-day activities working with XBRL.
Keynote Session Presentations Tuesday, November 09, 2010 9:35 AM - 10:10 AM
Anthony Hoang, Acting Director, Enterprise Data Management Office; Managing Director of the National Information Exchange Model (NIEM) U.S. Department of Homeland Security
Wednesday, November 10, 2010 9:15 AM - 9:45 AM
Trevor S. Harris, The Arthur J. Samberg Professor of Professional Practice Co-Director, Center for Excellence in Accounting and Security Analysis, Columbia Business School
XBRL Essentials Presentations Wednesday, November 10, 2010 3:50 PM - 4:30 PM
While the majority of Filers in the first year outsourced the creation of their Interactive Data (XBRL) documents, and outsourcing continues to be a viable option for many, all filers should consider the potential benefits, requirements and challenges of bringing XBRL in-house. This session will discuss the options and issues including:
- Potential benefits, i.e., compressed timelines, greater control
- Potential challenges, i.e., keeping up with technical and regulatory requirements
- Possible approaches from "bolt-on" to "report writer" to process-integrated solutions
- Software options
- Process – how does it change with a move in-house?
- Best practices, lessons learned, resources
Wednesday, November 10, 2010 11:30 AM - 1:30 PM
What is an XBRL table?
- Learn about the correct process for building extensions and creating tables
- Find out how to identify what needs to be tagged
- Are companies "re-engineering" their disclosures/footnotes as a result of XBRL? Should they? Learn how to work with the taxonomy to streamline your process and make the right decisions.
Box lunches available for session attendees at 12:45 Lou Rohman, CPA, CMA, CITP, Vice President, XBRL Strategy and Development, Merrill Corporation Matt Slavin, Associate Director, Ernst & Young Gregg Saunders, Lead Taxonomist, XBRL US
Wednesday, November 10, 2010 10:15 AM - 11:30 AM
Understanding how to work with the US GAAP taxonomy –
- Detailed mapping and tagging of face financials
- Mapping and block tagging footnotes and supplemental schedules
- Service level agreements and working with your service provider
- Understanding the SEC rule and EDGAR Filer manual
- XBRL and the audit function
- The basics of dimensional tables
Joe Luczka, Senior Manager, Risk Management, KPMG Julie Valpey, CPA, Director, BDO Seidman LLP Paul Penler, Executive Director, Ernst & Young Yossi Newman, Audit Director & Global XBRL Program Leader, Deloitte Tony Mealey, Senior Accountant, U.S. Securities and Exchange Commission
Wednesday, November 10, 2010 1:30 PM - 3:25 PM
XBRL is now a permanent part of the SEC reporting process for public companies. Data quality and establishing the appropriate controls are becoming more important. This session will cover:
- Assurance and the audit process
- Validation – SEC, XBRL, data quality – making sure the checks are in place
Learn from the experts about what companies are doing, why validation is important and how you can streamline and improve your process. Amy Pawlicki, Director - Business Reporting, Assurance & Advisory Services and XBRL, AICPA
Wednesday, November 10, 2010 4:30 PM - 5:00 PM
Find out what’s going to change in 2011 and how you can get details and provide input today through the FASB’s Public Review. Learn about the FASB’s maintenance process going forward and what you need to do to stay informed and streamline your process with new releases. J. Louis Matherne, Chief of Taxonomy Development, Financial Accounting Standards Board Christine Tan, XBRL Project Manager, Financial Accounting Standards Board
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