Financial Reporting and Analysis

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

May 4, 2017 | 2:00 PM - 4:30 PM

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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



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

New York, NY 10036

Registration Deadline

Wednesday May 3 2017


Member $30
Nonmember $70

$10 Surcharge for Walk-Ins

FREE LiveStream

Members Only


Financial Reporting & Analysis Group


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.


  • 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


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

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

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

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

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY 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 CFANY 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 CFANY 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. CFANY 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 CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.