Speakers

Mike Willis is a Certified Public Accountant and retired PwC partner with public company reporting and audit experience and knowledge of relevant reporting standards, regulations and process and control considerations. He was the Founding Chairman of XBRL International and served as Chairman of the XBRL International Nominations Committee. He is currently the Assistant Director of the Office of Structured Disclosure at the U.S. Securities and Exchange Commission where he is responsible for leading the design and implementation of technological processes and tools to support the many structured data needs of the Commission, including the creation, implementation, and maintenance of forms and processes designed to capture structured data from SEC registrants through their filings with the Commission.

Pranav Ghai co-founded Calcbench in 2011. Much of his professional career, spent entirely in the financial services, has been spent searching for and cleaning data in order to use it in next generation financial models which includes time at TIAA-CREF, Investment Technology Group (NYSE: ITG) and Morgan Stanley (NYSE:MS). At Morgan Stanley, Pranav was part of the ModelWare quantitative investment team which looked to systematically remove accounting disparities among firms and use the cleaner data in order to build investment thesis at both the security and the portfolio levels. Many of the ideas embodied within Calcbench come directly from this experience. Pranav has B.S. from Bates College and an M.S. in applied mathematics from the Courant Institute at New York University.

R. Harold “Hal” Schroeder was appointed to the Financial Accounting Standards Board (FASB) by the Financial Accounting Foundation (FAF) effective as of February 28, 2011, reappointed to a second term in 2015. Mr. Schroeder is a CPA who brings over 30 years of diverse experience in investing and financial reporting to the FASB. Most notably, he brings a strong investor perspective to the FASB, with more than 15 years of experience working with all facets of the investment community. During his career, he has viewed the preparation of financial statements and the application of accounting standards from varying perspectives including auditor, preparer and investor. Prior to joining the Board, Mr. Schroeder was a partner at Carlson Capital, L.P., a Dallas-based money manager with assets under management of over $6 billion. He joined Carlson Capital’s relative value arbitrage team in 2000 and was a member of the firm’s management and investment committees. As a senior portfolio manager, he focused on the financial services industry, including both public and private companies. Mr. Schroeder also spent five years as a senior equity analyst with Schroder & Company, Inc. (subsequently acquired by Citigroup Inc.) and KBW, Inc. (formerly Keefe, Bruyette & Woods Inc.), both based in New York City. From 1993 to 1995, he was Chief Financial Officer for New York-based Nafinsa Securities, Inc., and various other subsidiaries, of Nacional Financiera, SNC, the primary development bank for the Mexican government. Prior to that, he spent thirteen years with Ernst & Young, including the firm’s National office as well as client-serving roles in New Orleans and New York, where he was a partner in the financial services division. From 2008 until his appointment to the Board, Mr. Schroeder was a member of FASB’s Emerging Issues Task Force (EITF). From 2008 to 2010 he also was a member of the Standing Advisory Group for the Public Company Accounting Oversight Board, the organization created by the Sarbanes-Oxley Act of 2002 to oversee the audits of public companies in order to protect the interests of investors and the public interest by promoting informative, accurate, and independent audit reports. Mr. Schroeder earned his Master of Business Administration from Tulane University and a Bachelor of Science degree in accounting from the University of New Orleans.

Todd Castagno, CFA, CPA, is an accounting & tax policy analyst in Morgan Stanley's Research division. He provides accounting, tax, valuation, and financial modeling consultation services to analysts and investors. He also publishes research on accounting, tax, and valuation topics. Todd helps oversee internal valuation and modeling methodologies and is a member of the Research Stock Selection Committee. Todd serves on the Financial Accounting Standards Board's Investor Advisory Committee and also co-chairs the Corporate Reporting Users' Forum (CRUF), a network of investors and analysts that provides input to key stakeholders and policymakers on accounting and regulatory policy. Todd is a Chartered Financial Analyst and a Certified Public Accountant in the state of New York. He earned graduate and undergraduate degrees from the University of Missouri.

Mark Montoya is currently Senior Business Analyst of Data Strategy for the Federal Deposit Insurance Corporation's Division of Insurance and Research.  In this capacity, Mark is responsible for directing complex analysis on banking industry trends and conditions including the supervision of complex statistical and financial information. Mark has contributed to the Financial Stability Board’s Global Legal Entity Identifier initiative and has co-authored additional reference data papers concerning legal entity identifiers. Mark was one of the original founders of the Federal Financial Institutions Examination Council’s (FFIEC) Central Data Repository (CDR), an XBRL-based financial reporting collection system accessed and shared by the U.S. Federal Reserve Board, the U.S. Office of Comptroller of Currency and the U.S. FDIC. Since its inception, Mark has presented and shared lessons learned on implementing XBRL in large enterprise settings. Mark has been involved with XBRL since 2001. Mark has a bachelor in computer science from Frostburg State University.

Organizers

Arthur Fliegelman, CFA, is the Chair of the Financial Reporting and Analysis Working Group. Mr. Fliegelman is an analyst in the Policy Studies unit of the Office of Financial Research, a unit of the U.S. Department of the Treasury. Mr. Fliegelman has previously been associated with the National Association of Insurance Commissioners, Moody’s Investors Service and Salomon Brothers.  He has earned an MBA from the Wharton School and is a long-time Chartered Financial Analyst.  He has twice been named a NYSSA volunteer of the year for his NYSSA activities.

Mohini Singh, ACA, is director of financial reporting policy at CFA Institute. She represents membership interests regarding financial reporting and disclosure proposals issued by the FASB, the IASB, and others. Singh holds the Associate Chartered Accountant (ACA) designation.

  
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