Tuesday, November 17, 2009
8:00 AM - 5:00 PM
Registration
12:35 PM - 2:05 PM | Westside Ballroom (5th floor)
Lunch with Attendees from FEI's Corporate Financial Reporting Issues
2:05 PM - 3:00 PM | Broadway Ballroom (6th floor)
Opening Keynote
3:10 PM - 4:10 PM | O’Neill (4th floor) with simulcast in Ziegfeld
Keynote Presentations
4:10 PM - 4:20 PM
Break
4:20 PM - 5:00 PM | O’Neill (4th floor) with simulcast in Ziegfeld
Beyond the Mandate - Benefiting from the Internal Use of XBRL
Where are the opportunities to expand the use of XBRL for Internal reporting, performance monitoring, etc.? How can my company benefit from the use of XBRL beyond mandated financial reporting? These questions and more, will be addressed through this panel discussion, designed to provide you with a broad range of perspectives on how different organizations are leveraging XBRL beyond mandated financial reporting.
Moderator: Scott Rosenfelder, Director - AERS Technology & Knowledge Management, Deloitte
Sarah Gelfand, Director of the Impact Reporting and Investment Standards (IRIS), Global Impact Investing Network
John Van Decker, Vice President - Corporate Performance Management and Financial Management Systems, Gartner
5:00 PM - 5:45 PM | O’Neill (4th floor) with simulcast in Ziegfeld
Accounting Firms and XBRL
Accounting Firm representatives who are involved in XBRL implementation in various capacities will share their experiences related to the first phase of company XBRL submissions under the SEC Final Rules on Interactive Data. Learn about common questions and challenges, as well as emerging practice.
Speakers from Ernst & Young, Deloitte, PricewaterhouseCoopers, KPMG
Eric E. Cohen, XBRL Global Technical Leader, PricewaterhouseCoopers
Michael Ohata, Managing Director, Advisory Services, KPMG
Yossef Newman, Director, Deloitte
Paul Penler, Executive Director, Assurance Services, Ernst & Young
5:45 PM - 7:00 PM | Astor Ballroom (7th floor)
Opening Reception with Exhibitors
Wednesday, November 18, 2009
7:30 AM - 11:00 AM
Registration
7:30 AM - 8:30 AM | Astor Ballroom (7th floor)
Continental Breakfast with Exhibitors
8:30 AM - 8:45 AM | Julliard Complex (5th floor)
Opening Remarks
Taylor Hawes
CFO Intellectual Property & Licensing, Microsoft Corporation
Chair, Conference Advisory Committee
8:45 AM - 10:15 AM | Julliard Complex (5th floor)
Keynote Presentations
Jeff Morgan, President and CEO, National Investor Relations Institute (NIRI)
James P. Donovan, Senior Executive Vice President, Financial Industry Regulatory Authority (FINRA)
Kurt N. Schacht, JD, CFA, Managing Director, CFA Institute Centre for Financial Marketing Integrity
10:00 AM - 10:45 AM | Astor Ballroom (7th floor)
Break with Exhibitors
10:45 AM - 11:45 AM | Julliard Complex (5th floor)
The Next Frontier in XBRL
What comes next after US GAAP reporting? Proxy statements and executive compensation, corporate actions, and more. This session will help you prepare for what's coming down the road in XBRL reporting for public companies.
David Hands, Director, Product Development, The Depository Trust and Clearing Corporation
11:45 AM - 12:45 PM | Julliard Complex (5th floor)
How Will XBRL Affect My Analysis?
This panel will examine how analysts and investors work with financial data to perform analysis today. Find out how XBRL may impact financial analysis not only in buy and sell side firms in the coming years, but how it will affect how public companies conduct peer analysis and analyze their own data. Will XBRL enable analysts to spend more time analyzing and less time cleaning data? Will corporations be able to benchmark against competitors with more detail? Will financial insight become a more level playing field or be of more advantage to the major financial firms? This panel will discuss these issues.
Moderator: Mark Schnitzer, Product Unit Manager, Microsoft Corporation
Elmer Huh, CFA, FRM, Director, Duff & Phelps, LLC
Thomas Hillman, CFA, CPA, Director, Credit Suisse Securities (USA) LLC
John Stantial, Assistant Controller Financial Reporting & Analysis, United Technologies Corporation
Michael Becker, Vice President, Global Disclosure & Financial Reporting Services, Business Wire
12:45 PM - 1:45 PM | Astor Ballroom (7th floor)
Buffet Lunch with Exhibitors
1:45 PM - 2:45 PM | Julliard Complex (5th floor)
Lessons Learned from Public Company Financial Executives – US GAAP Reporting in XBRL
Hear case studies from companies in the early phase of the SEC mandate explain how they got organized and educated, conducted the initial mapping, managed changes in financial statements from quarter to quarter and executed their first EDGAR filing in XBRL format. Learn about their decision process on outsource versus going "do it yourself" and best practices for the next round of SEC mandated XBRL filers. Get an in-depth analysis qualitative and technical analysis of the filings submitted to date.
2:45 PM - 3:30 PM | Julliard Complex (5th floor)
Lessons Learned from the SEC – US GAAP Reporting in XBRL
Representatives from the Securities and Exchange Commission will provide an in-depth assessment and respond to questions about the EDGAR filings they’ve received in XBRL format to date. The session will focus on accounting and business issues, as well as technical learnings related to adherence with the SEC EDGAR manual.
From the United States Securities and Exchange Commission:
Joel Levine, Assistant Director, Office of Interactive Disclosure
Walter Hamscher, Member of the Technical Staff
3:30 PM - 4:00 PM | Astor Ballroom (7th floor)
Break with Exhibitors
4:00 PM - 5:00 PM | Julliard Complex (5th floor)
The Convergence of Standards
"The great thing about standards is that there are so many of them." This quote has so often been used to illustrate the state of play in the world of standardization. We'd like to suggest that this is truly a time of change and we are seeing real standards alignment across disciplines, industries and regions of the world. Come along to hear about progress being made on this important topic from the industry leaders who are making it happen in the accounting and financial messaging arenas. How will this alignment and convergence ultimately impact and benefit all those involved in the value chain of events in financial transactions and business reporting?
Moderator: Randy Marcrum, Partner and Managing Director, Camino Consulting
5:00 PM - 6:30 PM | Astor Ballroom (7th floor)
Closing Reception with Exhibitors