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Webinar Recording

Where are you with XBRL? Trends, Tips, and Next Steps

Date: Tuesday, June 9, 2015
Time: 2:00 pm - 3:00 pm EDT
We’re hearing a lot about XBRL in the news these days, most recently from the SEC Chair on the new pay/performance requirements and how it is being used within DATA Act implementations. As finance professionals, where are we with XBRL? The XBRL landscape is dynamic, as is XBRL technology, process, and consumption.

This webinar will expand your skillset to include the latest knowledge on process, quality and risk assessment implications and opportunities with our expert panel. We will cover:
  • An overview of how XBRL is being used and where it is going from here
  • A deeper dive into the transition of XBRL from a compliance requirement into a change agent to enhance reporting and analytical processes
  • A quick, but highly actionable review of data quality tips and high impact controls that you can implement today to keep your company out of trouble
After attending this event you will be able to:
Recognize XBRL’s evolution and pertinence to the current reporting regimen and processes
Discover the potential to enhance reporting and analytical processes by putting structured data to use in more effectively managing your company
Identify specific high risk items for SEC enforcement and tips to address them


Mike Willis, CPA, Partner, PricewaterhouseCoopers, Chairman Emeritus, XBRL International
Mike Willis, CPA
Partner, PricewaterhouseCoopers, Chairman Emeritus, XBRL International
Mike Willis is a partner with PricewaterhouseCoopers and has more than 30 years of accounting and auditing experience. He has served in a number of roles within the XBRL community, including Founding Chairman, Chairman of the Board of Directors and the International Steering Committee. Mike has also played a founding role in the AICPA and Grant Thornton in the development of national and international consortia working to develop broad corporate reporting frameworks and related taxonomies. Mike has been interviewed for or published articles on how to develop a more efficient and effective business reporting supply chain, in a range of business periodicals including the Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, FEI Magazine, CFO Magazine, Journal of Accountancy and CIO Magazine.
Rob Blake, Director of Product Management, Certent
Rob Blake
Director of Product Management, Certent
Rob leverages more than 20 years of business reporting and enterprise software development expertise in his current role as Director of Product Management for Certent’s Disclosure Management solution, a Cloud-based application that helps companies improve their XBRL and regulatory reporting process. He is globally recognized as a founder and expert in XBRL with active involvement in the standard dating back to its founding in 1999. Rob has also been instrumental in helping the U.S. Securities and Exchange Commission advance its XBRL initiatives by serving as Product Manager for their original and forthcoming new XBRL viewers, as well as the initial US GAAP XBRL taxonomy project.

Rob spent 2 years with a financial institution and 4 years with a Big Eight accounting firm prior to moving into the business reporting and technology space. He received his B.S.B.A. in Finance with an emphasis in Accounting from the University of Akron (OH).
Raymond Ong, CPA ,  Senior SEC Quality & Audit Manager, Certent
Raymond Ong, CPA
Senior SEC Quality & Audit Manager, Certent
Ray Ong is an accounting professional with almost 10 years of public accounting and SEC reporting experience. He was the project manager of the initial Disclosure Management implementation. Ray participates in FASB taxonomy group, and serves as our in-house EDGAR subject matter expert. Ray has also managed accounting professionals assisting filers with SEC/XBRL requirements. Currently, Ray is in charge of Certent’s Disclosure Management SEC filing quality, and provides guidance to filers on complex XBRL and EDGAR filing requirements
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Certent
Certent - Since 2002, Certent has been making it easier for companies to meet their financial compliance requirements. Certent’s user-friendly, web-based technology streamlines equity plan management, financial reporting for ASC718, and financial filings (in XBRL and HTML) with the U.S. SEC. With technology based on in-depth accounting expertise, an open ecosystem of industry partners, and an expert services organization focused on customer success, Certent has helped more than 1,200 companies worldwide innovate their financial compliance processes.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.