|Ami Beers, American Institute of Certified Public Accountants|
As a Manager in the Business Reporting and Assurance and Advisory Services Team at the American Institute of Certified Public Accountants, Ami is responsible for providing information, tools and resources that enable members to provide valuable business reporting, assurance and advisory services. This includes building awareness and understanding of XBRL among the membership. Ami also supports the AICPA XBRL Assurance Task Force which was established to develop guidance and other resources that will assist CPAs who prepare XBRL documents and those in public practice who are requested to provide assurance and other related services on XBRL documents.
Prior to joining the AICPA, Ami served in a number of financial management roles including Controller, Treasurer and VP of Finance at both public and private companies. Ami began her accounting career as an auditor at Ernst & Young, LLP. Ami graduated with a BS in Accounting from Syracuse University.
|Hamid Benbrahim, Fidelity Investments|
Hamid Benbrahim is Vice President and head of the Center for Applied Complexity at Fidelity Investments addressing systemic risk in financial markets, self-organization in large corporations, and robustness and security in large technology infrastructures.
Prior to joining Fidelity Dr. Benbrahim advised Venture Capital firms on investments and going to market strategies in mobile and social media. During his thirteen year tenure at Verizon Communications (previously GTE) Dr. Benbrahim assumed a number of business operations and technology roles. He led the deployment and design of Fault, Configuration, and Performance Management systems and processes for voice, data, and mobile Network Operations Centers in the US, Dominican Republic, Venezuela, and Argentina. As Chief Technology Architect he led a number of large software integration and deployment projects including the integration of large backend systems for the domestic yellow pages business unit and modernization of billing and customer service systems and processes for Verizon's mobile business unit in the Dominican Republic. As head of the Verizon's mobile yellow pages business unit in 2003, Dr. Benbrahim was responsible for the launch of new mobile phone products including local advertising, weather, movies, maps, and driving directions.
Dr. Benbrahim holds a PhD in Engineering (robotics and machine learning) from the University of New Hampshire, a DEA in Control Systems from Universite de Caen, France, and an MBA in Finance from Columbia Business School.
|David Blaszkowsky, Office of Financial Research, US Department of the Treasury|
David Blaszkowsky is a Senior Policy Advisor - Office of Financial Research, US Department of the Treasury since October 2011. Prior to joining the OFR, the Securities and Exchange Commission appointed David Blaszkowsky in October 2007 to start and lead its new Office of Interactive Disclosure, which is chartered to develop and implement interactive data standards (including XBRL) for financial reporting and other disclosures, and to develop and carry out strategies and policies to improve disclosures and their use through interactive data standards.
Blaszkowsky joined the OFR after a private sector career in consulting and financial information, most recently as a director leading several equity research and analytic information businesses for Standard & Poor's in New York. Before that, he was the director of strategic planning and development for McGraw-Hill's Construction Information Group (where he also worked on an early industry-specific XML standard), and held financial planning and reengineering roles at Fidelity Investments in Boston. Blaszkowsky's earlier career was in management consulting at McKinsey & Company, as well as at Price Waterhouse and Gemini Consulting.
|Eric E. Cohen, PricewaterhouseCoopers|
Eric E. Cohen, "XBRL Global Technical Leader", PricewaterhouseCoopers. Author, speaker, technology geek. Co-founder of XBRL (second in continuous service only to Charlie) and creator/chief architect of XBRL's Global Ledger Framework. Began implementing accounting software in the early 80's; was a specialist in customizing accounting software, report writing and integrating external applications. Accounting technology futurist.
On behalf of XBRL, Mr. Cohen has served as a liaison to numerous other (standards) organizations, seeking interoperability and harmonization; this includes ACORD, ANSI X12, HR-XML, OASIS, OMG, MISMO, OECD, UN/CEFACT and W3C, and Mr. Cohen helped lead the Interoperability Summit / Interoperability Pledge (2001-2002) with a goal of seeking to agree upon common models and approaches to support interoperability; the effort continues today with the OMG. He has actively worked with both XBRL's friends and "competitors" to bring harmonization and mutual benefit, including Dutch AuditFile, OECD Tax eAudit and UN/CEFACT TBG 12/DWG 14. He has worked extensively with the audit community through service on AICPA and CICA working/study groups; the tax community through OASIS Tax XML, OECD Tax eAudit and SBR Forum; and the academic community through many fruitful relationships.
|Walter Hamscher, Office of Interactive Disclosure, SEC|
Walter Hamscher, is Manager of Technology and Taxonomies at the Office of Interactive Disclosure, SEC. Walter is a co-author of the XBRL specification and several other XBRL International publications, a previous member of the XBRL International Board of Directors and Past Chair of XBRL International Inc. He received his Ph.D. in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology.
|Hudson Hollister, the Data Transparency Coalition|
Hudson Hollister is the founder and executive director of the Data Transparency Coalition, an organization that brings technology companies and open-government nonprofits together to advocate the standardization of U.S. federal data. The Data Transparency Coalition encourages Congress and leaders in the executive branch to support the adoption of consistent government-wide identifiers for crucial data elements and consistent reporting standards, including XBRL, to express the relationships between those elements. Prior to founding the Data Transparency Coalition, Hudson served as counsel to the Committee on Oversight and Government Reform of the U.S. House of Representatives. He drafted the Financial Industry Transparency Act, introduced in 2010, which would have required the U.S. Securities and Exchange Commission (SEC) and other financial regulatory agencies to adopt consistent data reporting standards for the information they collect from companies, brokers, and exchanges, and the Digital Accountability and Transparency Act (DATA Act), introduced in 2011, which will require standardization for U.S. federal spending data. Hudson previously served as an attorney fellow in the SEC's Office of Interactive Disclosure, which oversees the agency's XBRL reporting requirement, and was a securities litigator in the Chicago office of Latham & Watkins LLP.
|Joseph P. Luczka, KPMG|
Joe Luczka is a Director with KPMG and is involved in developing and delivering XBRL-related activities at KPMG. He currently leads teams of professionals advising clients on their implementation of XBRL and the testing of XBRL instance documents. Joe also works with clients to improve their financial reporting processes and to create a sustainable approach to compliance with the SEC's XBRL mandate. He has worked with a wide variety of companies, helping them understand and prepare for the requirements of the SEC's XBRL ruling, including evaluating options such as the use of third-party service providers, selection of software and training.
In addition to XBRL, Joe focuses on the application of technology to business processes and the evaluation and testing of processes in connection with Sarbanes-Oxley. Joe is a Certified Public Accountant in New York and Connecticut and has spent 20 years providing audit and advisory services to clients ranging from small startups to large multi-national public companies.
|Max Mansur, SWIFT|
Max Mansur is a senior manager at SWIFT currently focusing on XBRL for Corporate Actions and exploring new opportunities for XBRL in securities and capital markets. XBRL is a key part of SWIFT's 2015 and Asset Servicing strategies to improve efficiency, reduce risk, and create value for custodians and securities market infrastructures as well as broker/dealers, investment and funds managers, exchanges, and issuers/offerors of securities and their agents.
Together with DTCC and XBRL US, Max co-leads SWIFT's representation on the ground-breaking Issuers to Investors: Corporate Actions initiative. He was the driving force behind the Simulation Testing and Qualification Service (STaQS) for Corporate Actions and helped launch SWIFT's Proxy Voting solution while also marketing ISO-based messaging solutions for Corporate Actions. Max also delivered pre-trade/trade solutions and served as chair of the certification working group for FIX Protocol Ltd. Now in his 12th year at SWIFT, Mr. Mansur has 33 years of experience bridging business development and information technology. He has participated in many trade articles and industry events as subject matter expert in asset servicing, corporate actions, XBRL, data quality, the FIX protocol, software standards, and quality assurance. Mr. Mansur holds a computer science degree from Troy University, with honours.
|Ariel Markelevich, Suffolk University|
Ariel Markelevich is an Associate Professor at the Sawyer School of Business in Suffolk University, located in Boston, MA. He has published numerous papers primarily in the areas of IFRS, XBRL, Auditing and Mergers and Acquisitions. Dr. Markelevich's primary interests in the research of XBRL are the study of the different ways countries have adopted XBRL and the choices they have made. Dr. Markelevich has also been studying the benefits of XBRL to users of financial information and to other stakeholders. Another focus has been on the impact of the adoption of both IFRS and XBRL on companies' financial statements and on the users of this financial information. His interest in auditing is examining the importance of audit fees and their affect on audit quality. In the area of corporate mergers and acquisitions, he has focused on identifying the motives for the corporate acquisitions and how those motives impact the post-acquisition performance. Dr. Markelevich earned his Ph.D. in Accounting from Baruch College - CUNY and his Masters degree in Accounting and Finance at Tel-Aviv University in Israel.
|J. Louis Matherne, FASB|
As FASB Chief of Taxonomy Development, Mr. Matherne is responsible for all aspects of the ongoing development and maintenance of the US GAAP Financial Reporting Taxonomy in support of the annual taxonomy release as required for use by Securities and Exchange Commission registrants. Prior to joining the FASB, Louis was Director of XBRL Services at Clarity Systems where he was responsible for providing XBRL leadership and subject matter expertise to Clarity Systems' clients as well as sales and product development teams. Prior to joining Clarity Systems, Louis was a member of the Securities and Exchange Commission's XBRL project team that developed the US GAAP taxonomy. Prior to joining the SEC project, Louis was a Director with the American Institute of CPAs, most recently as Director XBRL. In that capacity, Louis also served as the Founding President of XBRL International. Prior to joining the AICPA, Louis achieved more than 15 years of accounting, auditing and related experience at Grant Thornton while based in New Orleans, Philadelphia, the UK Accounting and Auditing Group in London, and ultimately landing in the US Accounting and Auditing Group in New York. Louis has been deeply involved with XBRL from its inception in 1999 and has been referred to as one of the Founding Fathers of XBRL.
|Brad J. Monterio, Colcomgroup Inc.|
Brad J. Monterio is a member of the Global and European Boards of the Institute of Management Accountants (IMA) and a member of its XBRL Advisory Committee where he chairs its Outreach Working Group. He is also a member of the American Society of Association Executives (ASAE) where he is Vice Chair of its Communications Sections Council Committee. He is also managing director of Colcomgroup, Inc., a New York based XBRL consultancy, senior managing director of Mid-Market Securities Investment Bank, and a direct member of XBRL International.
|Suzanne Morsfield, Columbia University|
Suzanne Morsfield is Director of Research at the Columbia Business School's Center for Excellence in Accounting and Security Analysis (CEASA). Prior to that, she co-developed a financial reporting regulation analysis product for Thomson Reuters. She also has held roles in major investment banks conducting both sell-side and the buy-side analysis, as well as on a team that developed the XBRL-compatible internal taxonomy for Morgan Stanley analysts and research teams. Finally, she is an experienced financial reporting executive, who has served as a controller and VP of Finance for a high-tech firm readying for an IPO, and as an audit professional at Ernst & Young . She holds a PhD in accounting and has taught at the University of Arizona, University of Michigan--Dearborn, NYU's Stern School of Business, and at Baruch College.
|Arnon Rosenthal, MITRE Corporation|
Arnon Rosenthal has worked and published extensively on data integration, data security, clouds, and data quality. A Principal Scientist at The MITRE Corporation, he is involved with advanced data management projects throughout the company. His current research seeks to simplify policy-based access controls in health care and government, plus data administration distributed across user communities. One line of his research examines managing policies (security, privacy, dissemination,) for such environments; another addresses frameworks for general metadata administration. Previous work (over the years) has included "annotations," interoperability, distributed object management, migration of legacy systems, data quality, and query processing.
Previous employers include IBM Almaden Research (visitor), Computer Corporation of America, ETH Zurich (visitor), Sperry Research, and the University of Michigan. He holds a PhD from the University of California (Berkeley).
|Olivier Servais , IASB Foundation|
Olivier Servais is Director of XBRL Activities at the IFRS Foundation, the oversight body of the IASB. The IFRS Foundation is an independent, not-for profit private sector organization working in the public interest to develop a single set of high quality, understandable, enforceable and globally accepted financial reporting standards based upon clearly articulated principles.
Mr. Servais is responsible for coordinating the IFRS Foundation's XBRL-related activities in order to accelerate the implementation and adoption of IFRSs with XBRL around the world. Mr. Servais has extensive experience in co-ordinating international XBRL developments, having served as Secretary General and then European Director of XBRL International, and as a member of numerous XBRL committees and working groups.
Mr. Servais holds a Licentiate's degree (Ingenieur commerical) in Business Administration and a post-university degree in SME Administration, both from ICHEC, Brussels. He is also the author of numerous publications on the subject of XBRL.
|Lewis Shaw, Suffolk University|
Lewis Shaw is Department Chair and an Associate Professor of Accounting at the Sawyer Business School, Suffolk University, Boston. He earned his Ph.D. at the University of Durham, UK, in Financial Information Systems and his Masters of Finance at Bentley University, Boston. He teaches in the area of Accounting Information Systems and Financial Accounting, and writes and researches in the areas of knowledge systems and management and accounting ethics. He recently co-authored a multi-year study examining conversion to IFRS and adoption of XBRL in Israel.
|Said Tabet, EMC|
Said Tabet is a dedicated member of the standards community involved in software initiatives worldwide, collaborating with large and small companies. Said is the Chair of the XBRL OCEG GRC-XML working group, developing an International standard for governance, risk, and compliance. He is also the lead behind the OMG GRID project, and co-chair of the Regulatory Compliance group. Said co-founded RuleML, the non-profit business rules standardization organization, helping the rules engines and decision management market gain visibility in the mainstream software arena and with end users. He has been designing and delivering enterprise systems centered around Business Rules and Policies and their integration with enterprise IT systems for over two decades in areas including governance, risk and compliance, mortgage and insurance systems, healthcare applications, government IT management, privacy and security policies, banking and trading systems. Said's more recent focus is on GRC and Cloud including security and privacy issues, SLA and policy negotiations using semantic technologies, integration with XBRL and other standards. He is actively involved in the Cloud Security Alliance (CSA) initiatives. Said recently joined EMC Corporation, focused on GRC and Cloud within the office of the CTO.
Said is a regular speaker/chair at academic and industry conferences and workshops worldwide, including Business Rules, Governance, Risk, and Compliance, Cloud Computing, XML/Web Services, XBRL, SOA and BPM, Wall Street and Technology, Semantic Web, e-Commerce, and MIT/Harvard Business School conferences.
|Christine Tan, Fordham University|
Christine Tan is a professor in accounting at Fordham University. She was the XBRL Project Manager at the Financial Accounting Standards Board (FASB) for two years from 2010-2011. She led the team that was responsible for updating the US GAAP Financial Reporting Taxonomy for new accounting pronouncements, common reporting practices and for ongoing taxonomy architectural developments. Christine was also a core member of the XBRL US taxonomy team that created and updated the 2008 and 2009 US GAAP Financial Reporting taxonomies, respectively. Before joining the FASB, Christine was an Assistant Professor at Fordham University and previously taught at New York University, Baruch College - City University of New York, and the University of Melbourne. Christine holds a PhD in Accounting and Finance and a Bachelor of Commerce (First Class Honors) from the University of Melbourne. Her research in financial reporting has been published in a number of accounting journals, including The Accounting Review and Journal of Accounting Research, and presented at conferences globally. In addition to her work in the XBRL field, she has consulted with government, industry and corporate executives on issues related to financial reporting and financial statement analyses. Currently, as Director of Product Development at Prime Aim, Christine is working with analysts and software developers to consume the XBRL-tagged data.
|Raul Varela, Rivet|
In November 2009, Raul Varela joined Rivet Software as Vice President of Strategic Initiatives. He manages the development and direction of Rivet's strategy for becoming the industry leader in global financial communications. As a former Investment Analyst, he is an expert at identifying market trends and predicting the impacts of new technology on business users. His experience in strategic partnership development and corporate strategy combined with his gift for project management, allows him to provide Rivet with key financial information knowledge along with strong leadership.
Before joining Rivet, Raul served in various roles at software companies including J.D. Edwards, Anderson Consulting (Accenture). Most recently he managed the Corporate Treasury group at OppenheimerFunds, Inc. He is a Chartered Financial Analyst Charterholder, and a member of the CFA Institute and the CFA Society of Colorado. Raul serves on the XBRL US Communications Steering Committee and has been featured in several publications including Compliance Week Magazine, Money Management Executive, and Forbes.
Raul holds a Bachelor's of Science degree in Mechanical Engineering from the Colorado School of Mines and an MBA from the University of Colorado.
|Miklos A. Vasarhelyi, Rutgers University|
Miklos A. Vasarhelyi [Ph.D in MIS (UCLA) MBA (MIT) and BS in Economics and Electrical Engineering (the State University of Guanabara and Catholic University of Rio de Janeiro)]. Professor Vasarhelyi is currently the KPMG Professor of Accounting Information Systems and Director of the Continuous Auditing and Reporting Laboratory (CARLAB) at Rutgers University. He is also the Technology Consultant at the AT&T Laboratories. He has published more than 200 journal articles and 20 books. He is the editor of the Artificial Intelligence in Accounting and Auditing series and several academic journals. Professor Vasarhelyi has taught executive programs on electronic commerce to many large international organizations including GE, J&J, Eli Lilly, Baxter, ADL, Volvo, Siemens, Chase Bank, and AT&T. Professor Vasarhelyi is credited with the original continuous audit application and as the leading researcher in this field. The CAR Lab's current projects include Siemens, Metlife, P&G, and Itau-Unibanco.
|Liv Apneseth Watson, WebFilings, XBRL International, Inc.|
As the Director of International Business Development at WebFilings her responsibility is develop new global opportunities for WebFilings. Watson is a highly regarded expert in corporate governance, financial reporting, and XBRL. In fact, she is one of the original developers of the XBRL standard, as well as a founder of the XBRL International consortium. Working with leading market regulators, accounting associations and institutions, she has become well known as a global ambassador for XBRL and IFRS and speaks regularly at international events on corporate governance and standards. Liv has also served in several leadership positions related to the XBRL standard, including as a member of the International Accounting Standards Committee Foundation (IASCF) Advisory Committee and the XBRL International Steering Committee.
She is also an accomplished writer and commentator, having been a co-author and contributing author on several books among them, XBRL for Dummies, and the Governance, Risk and Compliance Handbook. Her articles and commentary have been published in leading business journals, including the Harvard Business Review and Strategic Finance. In 2007, one of her articles received the Lybrand Silver Medal, and was selected for inclusion in the International Federation of Accountants (IFAC) 2007 Articles of Merit. In addition, she developed one of the Institute for Management Accountants' most successful CPE courses, "Accounting System Technology for the 21st Century."
|Mike Willis, PricewaterhouseCoopers|
Mike Willis has more than 29 years of accounting and auditing experience and is a partner with PricewaterhouseCoopers. Mike has served in a number of roles within the XBRL community including Founding Chairman and the elected Chairman of the Board of Directors and the International Steering Committee. XBRL is an international information format standard designed to enhance business reporting supply chain processes benefiting preparers, distributors, aggregators and consumers of this information. XBRL International (http://www.xbrl.org ) is currently composed of more than 640 leading software, accounting and finance companies from 30 countries around the world.
Mike has also played a founding role in the development of national and international consortia working to develop broad corporate reporting frameworks and related taxonomies. He worked along with other founders from Microsoft, the AICPA, and Grant Thornton to form the Enhanced Business Reporting Consortia ("EBRC") outlined here: http://www.ebr360.org/ Subsequently, Mike played an active role in EBRC collaboration with similar organizations around the world to form the World Intellectual Capital Initiative ("WICI"), the world's business reporting network, a private/public sector collaboration aimed at improving capital allocation through better corporate reporting information. More information on WICI can be found here: http://www.worldici.com
He speaks frequently, publishes papers and blogs on the topic of business reporting. Mike has been interviewed for or published articles in a range of business periodicals on the topic of a more efficient and effective business reporting supply chain including the Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, FEI Magazine, CFO Magazine, Journal of Accounting and CIO Magazine.