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

Thursday May 4, 2017 6:00 PM - 8:30 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Financial Reporting and Analysis, NYSSA Event

Program Overview

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


Agenda

5:35PM Check-in

6:00PM Welcoming Remarks
Arthur Fliegelman, CFA, Senior Financial Analyst, Policy Studies Office of   Financial Research, U.S. Department of the Treasury

6:05PM Panel Discussion

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

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

Mark Montoya, Senior Business Analyst 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
Mohini Singh, ACA,Director, Financial Reporting Policy, CFA Institute

8:00PM Reception

             

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



NYSSA expects all attendees to comply with NYSSAs Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.


DISCLAIMER
The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsors


Marketing Partner


Host

Financial Reporting & Analysis Group

Program Details

Date
Thursday, May 4, 2017

Time
6:00 - 8:30PM

Fee
Member $30
Nonmember $70

[$10 Surcharge for Walk-Ins.]


FREE LiveStream | Members Only


Location

NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Registration Deadline
Wednesday, May 3, 2017


CFA Institute CE®: 2.0 credits

Sponsored by Kaplan Schweser



Speakers

R. Harold Schroeder, CPA, Board Member, Financial Accounting Standards Board (FASB)
Mark Montoya, Senior Buiness Analyst 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

Organizers
Arthur Fliegelman, CFA, Senior Financial Analyst, Policy Studies Office of Financial Research, U.S. Department of the Treasury
Mohini Singh, ACA, Director, Financial Reporting Policy, CFA Institute


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Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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