The CFA’s Investor Forum 2017, developed by XBRL US and held in sponsorship with CFA Institute and CFA Society New York, recently explored numerous issues applicable to the use of XBRL in the financial data analysis and reporting industries. During the conference, Michelle Savage, Vice President of Communication for XBRL US, and Scott Theis, CEO of Novaworks, LLC and Chairman of XBRL US’s Domain Steering Committee, discussed an earnings release case study that discussed how building an XBRL taxonomy to represent the data held within the release could be beneficial to the financial and investment communities.

At CFA’s Investor Forum 2017, a panel of industry experts discussed case studies that illustrate XBRL’s use in accounting and financial reporting and the rationale behind its adoption. This panel discussed different ways in which XBRL is employed in the financial sector.

The Securities and Exchange Commission (SEC), the Municipal Securities Rulemaking Board (MSRB), and the Financial Industry Regulatory Authority (FINRA) opened registration for the Compliance Outreach Program for Municipal Advisors earlier this month.

XBRL US will be offering a second IFRS Taxonomy Deep Dive Webinar on August 23rd at 3:00 PM EST. This webinar will cover the IFRS Taxonomy and SEC rules requiring foreign private issuers to file their financials in XBRL format.

The SEC has opened registration for its compliance outreach seminars for investment companies and investment advisers. Seminars are being held in four different cities around the country in May and June.

Update: The November 2 XBRL US SEC Filer Workshop has been cancelled.

XBRL US is hosting a one-day workshop for SEC filers on Wednesday, November 2, 2016 at the AICPA offices in New York City. Topics covered by the workshop will include the changes to financial reporting that regulators are proposing, including the permitted use of Inline XBRL and revisions to disclosure requirements.