XBRL US SEC Filer Workshop

Wednesday, 2 November 2016 8:45 AM - 5:30 PM EST

1211 Avenue of the Americas, 19th floor, New York, NY, 10036, United States

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All attendees will have web access to event presentations; choose this option if you would like to receive a printed copy of these materials at check-in.

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All attendees will have web access to event presentations; choose this option if you would like to receive a printed copy of these materials at check-in.

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AICPA Member Attendee Partial Approval - $795.00

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All attendees will have web access to event presentations; choose this option if you would like to receive a printed copy of these materials at check-in.

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Wednesday, 2 November 2016 8:45 AM - 5:30 PM EST

Newscorp Building - AICPA offices, 1211 Avenue of the Americas, New York, NY, 10036, United States.

Regulators are proposing significant changes in the way public companies prepare and submit financials including permitting the use of Inline XBRL and proposing revisions to disclosure requirements. Your XBRL-formatted financials are being used more extensively by regulators, investors, analysts and other stakeholders. Attend this intensive, hands-on, one-day workshop to get your team ready for the changes and learn about the most current tools to prepare good-quality financials.

You'll hear instructors from the U.S. Securities and Exchange Commission, accounting firms and members of the XBRL US Data Quality Committee.

Who should attend? SEC filers, XBRL service providers and accounting firms that work with public companies

Earn up to 9 CPE in NASBA's Accounting Field of Study
8:45 - 9:00 AM Registration Check-in
9:00 – 9:10 PM Welcome & Introductions - Campbell Pryde, President and CEO, XBRL US
9:10 – 9:45 AM Understanding Issuer Rules & Guidelines

The Data Quality Committee (DQC) of the XBRL US Center for Data Quality develops freely available rules and guidance that issuers can use to improve the quality of the data they produce. Find out why and how the rules are developed, who is involved and how you can use the rules. This session will include demonstrations on how you can run the rules and who to contact to learn more.

Speaker: Lou Rohman, Vice Chair, XBRL US Data Quality Committee; Vice President, XBRL Strategy and Development, Merrill Corporation
9:45 - 10:00 AM Break
10:00 – 11:00 AM Inline XBRL

How it works, who it benefits, why the SEC has established a voluntary filing program and the benefits of inline XBRL for filers. Panel session of experts.

Speaker: Walter Hamscher, IT Manager, Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission

Moderator: Chris G. Taylor, CEO, P3 Data Systems, Inc.
11:00 - 12:15 PM Element Selection & Extension Use

Learn about guidance provided by the XBRL US Data Quality Committee (DQC) on when and how to create appropriate extensions. Participate in class exercises to confirm your knowledge.

Speaker: Susan Yount, Director of Reporting Practices, Workiva
12:15 – 1:00 PM Lunch
1:00 - 2:15 PM Dealing with Signage Issues and Deprecated Elements

This session explains the rationale behind negative value sign rules and deprecated elements and walks through exercises in how to get them right.

Speakers: Joe Luczka, KPMG, Risk Consulting, KPMG LLP and Chase Bongirno, Senior Manager and Subject Matter Expert, Vintage, a division of PR Newswire
2:15 - 3:30 PM Effectively Managing Axis/Member Combinations

Certain axes in the US GAAP taxonomy should only have certain members as shown in the US GAAP taxonomy. Handling this accurately can be challenging for filers. This session will cover how to properly evaluate your filing for these situations, followed by classroom exercises.

Speaker: Jaret Klekota, XBRL Services Leader, Assurance Services, Ernst & Young LLP
3:30 - 3:45 PM Break
3:45 - 4:45 PM SEC Activities: Rulemaking & Data Use

The SEC has recently published a number of proposals, concept releases and orders related to the use of structured data that could impact corporate filers. Attend this session for a review of prospective rules, learn how filers can weigh in on the issues and why they should. You'll also learn how regulators use corporate data in XBRL format.

Speaker: Mike Willis, Director Office of Structured Disclosure, Division of Economics and Risk Analysis, U.S. Securities and Exchange Commission

Moderator: Ted Uehlinger, U.S. XBRL Leader, PwC
4:45 - 5:15 PM FASB and the US GAAP Financial Reporting Taxonomy

Hear from the FASB standard setters about implementation guides, recently implemented changes and what filers need to know today.

Speaker: Donna Johaneman, Supervising Project Manager - XBRL, Financial Accounting Standards Board

Field of Study: Accounting

Program Level: Intermediate-Advanced

Delivery Method: Group-Live

About XBRL US Events

CPE credit available for this eventXBRL US, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Learn about XBRL US Event Policies.

Cancellation policy


Your registration is transferrable; in the event that a registrant cannot attend, you must notify XBRL US, Inc. in writing, not less than 2 business days before the date of the event.  Written notification to workshop@xbrl.us or the physical address below must include the name, job title, company and contact information of the person to whom the registration payment is transferred.
If a registrant withdraws from a course, the following refund policy applies:
>> Withdraw more than 50 days prior to the event: full refund
>> Withdraw between 30 and 49 days prior to the date of the event: 50% refund
>> Withdraw up to 10 - 29 days prior to the date of the event: 15% refund 
>> Withdraw within 10 days of the event: no refund
Event locations, dates, times and costs are accurate and available on the events page at https://xbrl.us – registrants will be notified via email or phone of any change, with an option to cancel registration within three business days at no penalty.
Program Cancellation
XBRL US, Inc. reserves the right to cancel any and all training/workshop activities due to insufficient enrollment.  Notification of cancellation will be made by email and phone, with registrants being offered the opportunity to attend a similar course, if one is available. Registrants who cannot attend a similar event will be refunded 100% of the cost of the event.
Complaint Resolution Policy
All questions and issues related to workshop attendance, content and follow-up must be directed to David Tauriello, Vice President, Operations at XBRL US, Inc.  Registrants who leave a voicemail message must provide contact information (phone and email address) for a reply.
David Tauriello
Vice President, Operations
XBRL US, Inc.
1455 Pennsylvania Ave 10th Floor, c/o AICPA
Washington, DC 20004
david.tauriello"at"xbrl.us
888-810-6907 or 202-448-1985

David Tauriello

http://xbrl.us/xusevents

XBRL US is the national consortium for the business reporting standard.

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