XBRL for Investment Professionals

 

Presented in partnership with the CFA Institute Centre for Financial Market Integrity, the International Accounting Standards Committee Foundation, and the European Federation of Financial Analysts Societies.

 

Program and Agenda

 

XBRL — eXtensible Business Reporting Language — is revolutionizing the way financial information is reported to regulators worldwide. This new technology will have a significant impact on the investment community, offering a faster and more efficient means of financial analysis and reporting. This conference will offer the tools necessary for successfully navigating and implementing the applications of this new technology. Topics include:

 

• The mechanics and use of XBRL and how to incorporate it into your daily processes
• The expected impact of XBRL across all realms of the financial analysis process
• Insights into how individuals and organizations can best leverage XBRL

 

 

Friday, 26 September 2008

 

XBRL for Investment Professionals

 

8:00 a.m.         

Registration and Continental Breakfast

 

9:00 a.m.         

Conference Welcome and Opening Remarks

Stephen Cooper

International Accounting Standards Board

 

9:15 a.m.        

XBRL — What's in a Name?

Olivier Servais

IASC Foundation

  

• What is the XBRL standard, and what are the plans for its adoption around the world?
• Why have the Trustees of the IASC Foundation invested in this standard and provided an XBRL version of IFRS?

  

9:45 a.m.    

Practical Challenges in Moving into 21st Century Reporting

Jeffrey J. Diermeier, CFA

CFA Institute

 

• CIFiR's recommendation on XBRL
• XBRL hopes and concerns

  

10:30 a.m.       

Refreshment Break

 

10:45 a.m.       

A Large Pension Plan's View of XBRL

David McGraw

Ontario Teachers' Pension Plan

  

• XBRL and governance
• Impact of XBRL on the investment process

 

11:30 a.m.       

A Challenge for the Middle Man?

Homi Byramji

Thomson Reuters

  

• XBRL: A revolution in the way information is collected and analyzed
• XBRL: Challenges and opportunities for providers of company information

 

12:15 p.m.       

XBRL's Impact on the European Investor

Ralf Frank

EFFAS

 

• XBRL reporting as is: What is available and what the added value is
• XBRL and open source: Why information processing will change and why capital markets should know

 

12:45 p.m.       

Lunch

2:00 p.m.     

XBRL — Enabling Institutional Investors?
Andrew Ling
UBS Investment Research

• Impact on communication between sell-side analysts and investors
• Comparability of historical data and XBRL submission

2:40 p.m.   
XBRL for Nonfinancial Information
Mike Krzus
Grant Thornton, LLP

David vun Kannon
PricewaterhouseCoopers, LLP

 

• Understanding global collaborative efforts to develop frameworks and concepts for nonfinancial information
• Integrating frameworks for business and ESG reporting

 

3:25 p.m.   
Refreshment Break

 

3:40 p.m.   
Credit Risk Analysis: Potential Implications of XBRL
Sue Harding
Standard and Poor's Ratings Services

 

• Information requirements for rating agencies
• Relevance and level of tagging: Financial statements and note disclosures

4:20 p.m.  
Leveraging XBRL in the Investment Process

Thomas Hillman, CFA
Credit Suisse Securities LLC

• Expanded coverage through XBRL
• XBRL's ability to meet the comparability test

 

5:00 p.m.         

Conference Close