Investor Forum: Improving Financial Analysis
November 4th 2-7PM
Hear Investors, Analysts & Regulators discuss how they use structured (XBRL) data. This complimentary ½ day Forum on Improving Financial Analysis through Structured Data will feature representatives from the Securities and Exchange Commission, U.S. Treasury, Bloomberg, Credit Suisse, S&P Capital IQ and more. Get step-by-step instruction on how to get started building XBRL databases and performing more timely, granular analysis with XBRL data. And learn from keynotes Hal Schroeder, board member at the FASB and the CFA Institute’s Sandra Peters, Head of Financial Policy Research.
The forum is hosted by Baruch College's Zicklin School of Business and offered through a partnership with the New York Society of Security Analysts (NYSSA) and CFA Institute.
Webcast - XBRL for Practitioners: Understanding the Opportunity and Responsibility
Attendance is free to the public and requires registration.
If you have a practice that serves clients that report to the SEC, these clients are likely required to submit their financial statements using the new format, XBRL. All SEC Filers, no matter how small, are required to provide their financial statements prepared according to US GAAP in the XBRL format. Although the SEC Rules do not require auditor involvement with these exhibits, many companies have reached out to their CPAs because the taxonomies used for XBRL financial statements are based on the accounting standards and knowledge of those standards as well as familiarity with the underlying financial information is essential. In addition, XBRL provides the opportunity to improve both the reporting process as well as the audit process when utilized to its full potential. The AICPA hosted a webcast with a panel of subject matter experts including practitioners from various firms who discuss their experiences with assisting their clients with this standard.
Webcast - Financial Reporting and XBRL Update, with an introduction to eXacct
The AICPA hosted a live webcast with a panel of experts to provide an update of XBRL (including how preparers are complying with the SEC rules as well as how consumers can use the data), new Accounting Standards and how to implements them, and an introduction to the AICPA's new financial reporting tool eXacct. This tool is based on the content from Accounting Trends and Techniques. View this program to learn the latest information in financial reporting and XBRL.
Webcast - Getting Ready for XBRL
The AICPA hosted a live webcast with a panel of experts from the SEC, Auditors and Preparers from public companies who are submitting XBRL financial statements. View this webcast to learn some key tips to get ready for preparing and submitting XBRL files. Understand challenges and key decisions for XBRL implementations.
Seminar to Help Companies Comply with XBRL Reporting Rules
The SEC conducted a public seminar in March 2010 to help companies comply with the Interactive Data rules (XBRL). The seminar helps to answer frequently asked questions about the rules and the technology. The staff provided guidance tagging financial statements under the mandate. View the archived webcast and the slides.
Public Seminar on New SEC Interactive Data Reporting Requirements
The SEC conducted a public seminar on Wednesday, June 10, 2009, to help companies and preparers comply with new rules that require financial reports to be filed using interactive data (XBRL). The staff presented information about the technology and tools and other information to assist with compliance of the new requirements. The seminar was held at the SEC's headquarters and a recorded webcast is available on the SEC Web site.
U.S. SEC Roundtable on Interactive Data
On March 19, 2007, the SEC held a roundtable on the use of interactive data by public companies and mutual funds to improve disclosure for individual investors. This event is available via SEC webcast replay.