Centers and Institutes

XBRL for Equity Research and Investment Analysis


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This event begins with presentations and demonstrations on how XBRL (eXtensible Business Reporting Language) can be used for equity research and analysis. The regulators and buy and sell side representatives talk about how XBRL will be implemented and used by analysts and investors. The program is presented by NYSSA's (New York Society of Security Analysis) Improved Corporate Reporting Committee.


The event takes place on April 11, 2007, at the Baruch College Vertical Campus, Room 14-220.


Agenda:


00:00:00 Opening Remarks

John A. Elliott, Dean, Zicklin School of Business, Baruch College

Eric P. Linder, CFA, President, SavaNet


00:10:43 Speech: Achieving the Potential of XBRL for Investors and Analysts

Jeffrey J. Diermeier, CFA, President and CEO, CFA Institute


00:27:38 Presentation: XBRL from the Investor & Analyst Perspective

Tom Larson, Chairman, CFA Institute XBRL Working Group


00:46:59 Demonstrations: XBRL in Use for Investment Research

Robert Blake, Vice President, XBRL US, Inc. - SEC Viewer

Robert Krugman, Senior Vice President, EDGAR Online - Spreadsheet Add-in

Eric P. Linder, CFA, President, SavaNet - XBRL Analyst


01:21:24 Speech

John W. White, JD, Director, Division of Corporation Finance, SEC


01:38:05 Regulatory Panel: Implementing XBRL for Regulatory Reporting

Moderators:

Mark Newsome, Director, ING Wholesale

Eric P. Linder, CFA, President, SavaNet

Panelists:

John W. White, JD, Director, Division of Corporation Finance, SEC

Jeffrey J. Diermeier, CFA, President and CEO, CFA Institute

Donald M. Young, Board Member, FASB

Alfred R. Berkeley, III, Board Member, XBRL US, Inc.

Chuck Callan, Vice President, Regulatory Affairs, Broadridge (formerly ADP)


02:28:40 Sell Side Panel: XRBL and the Analyst Research Process

Moderator: Elmer Huh, Senior Vice President, Lehman Brothers

Panelists:

Michael Moran, Vice President, Goldman Sachs

Michael Skutinsky, Executive Director, Rixml.org

John M. Burge, III, EVP, Director of Sales, Auerbach Grayson & Company, Inc.

Mark LaMonte, Vice President - Senior Credit Officer, Moody's Investor's Services
...more
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