Session One: Tuesday, May 24, 2022, from 3 p.m. to 4 p.m. Eastern
Session Two: Tuesday, June 7, 2022, from 3 p.m. to 4 p.m. Eastern
The May 24th webinar will begin the series covering the new disclosure requirements, which include structured data format (XBRL) requirements designed to make financial information simpler for investors to analyze and facilitate automation of regulatory filings and business information processes.
The remote event will feature speakers who will discuss and review:
how to recognize which items need to be tagged and the proper procedures
how to determine where samples provided by the SEC are and how to use them
how to locate where facts required to be tagged appear in filings
The webinar will be led by seasoned XBRL providers with decades of experience in working with investment management filers on SEC submissions. The event will feature presentations by industry professionals including:
Scott Theis, chairman of the XBRL US Domain Steering Committee and President of Novaworks, LLC
Michael Boyle, XBRL Manager, Donnelley Financial Solutions (DFIN)
Joe Luczka, Director, Advisory, KPMG LLP
Guy Stanzione, Compliance Services Director, Toppan Merrill
This event is free to attend, but registration is required. For more details about this remote event, including registration information and the webinar’s agenda, visit the event’s webpage.