Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better

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Financial Reporting and Analysis Today: Making the Process Easier, Faster & Better

Thursday, May 4 2017
6:00 pm – 8:30 pm

 

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LiveStream Registration

Location

NYSSA Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday May 3 2017

Fees

Member $30
Nonmember $70

$10 Surcharge for Walk-Ins

FREE LiveStream

Members Only

Host

Financial Reporting & Analysis Group

Sponsors

Marketing Partner

CFA Institute CE

Sponsored by Kaplan Schweser

2.0 Credits

Structured financial reporting offers considerable value to investors today, additional improvements would increase its value considerably. Investors are not fully aware of the tools currently available and how these tools can assist in their investment process.

Description

  • The program will explore how technology, like the XBRL data standard, can be harnessed to reform the financial reporting process and walk through key issues including:
  • How technology can be used to enhance the analytical process
  • The importance of financial data for investment decision making
  • Recommendations for regulators and standard setters about how to improve the quality of corporate disclosures
  • Additional ways structure data would augment the usefulness of reported data, such as in the MD&A and earnings releases

Learning Outcome

Investors should be able to better understand how they can benefit from structured reporting today and in the future.

Who Should Attend

CFOs, Directors, Analysts, Portfolio Managers

Agenda

5:35PM Check-in

6:00PM Welcoming Remarks
Arthur Fliegelman, CFA,, Analyst in the policy studies unit of the Office of Financial Research,

6:05PM Panel Discussion

Moderator
Mohini Singh, ACA,Director, Financial Reporting Policy, CFA Institute

Panelists
R. Harold Schroeder, Board Member, Financial Accountingg Standards Board (FASB)

Mark Montoya, Chief of data Strategy, Federal Deposit Insurance Corporation

Michael Willis, CPA, Assistant Director, Office of Structured Disclosure Division of economic and Risk Analysis, SEC

Todd Castagno, CFA, CPA, Executive Director, Morgan Stanley

Pranav Ghai, Co-Founder, Calcbench

7:55PM Closing Remarks
Campbell Pryde, President and CEO, XBRL US

8:00PM Reception

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