Conference Speakers
Philip Allen
Philip is the Executive Chairman and co-founder of CoreFiling, a leading tools and services company in the XBRL community. He is also the current Chairman of the XBRL UK consultative committee. With a background in financial trading and systems, in 1987 Philip co-founded CATS Software Inc., a software start-up providing enterprise trading and risk management systems for the capital markets. While at CATS he was responsible for product management, product development and release management, before becoming VP of Client Services in Palo Alto, California. In 1995, CATS launched its IPO, becoming the only company in its sector to achieve a full listing on NASDAQ. In 1997 he moved to Oxford, in the UK, where he founded DecisionSoft. Since 2005 the company has traded as CoreFiling and counts a number of major UK government departments, regulatory agencies and corporates worldwide amongst its clients. Philip has an MA degree from Cambridge University.
Michael Alles
Dr. Michael Alles is a professor at the Department of Accounting and Information Systems at Rutgers Business School. Prior to Rutgers, he taught at the University of Texas at Austin, New York University and Southern Methodist University. Dr. Alles holds a PhD from Stanford Business School and a First Class Honors in Economics from the Australian National University. His research is on continuous auditing, management accounting and corporate governance. He is the editor of the International Journal of Disclosure & Governance, published by Palgrave Macmillan in London, and associate editor of the International Journal of Accounting Information Systems, as well as serving on the editorial boards of various other governance and AIS journals.
Nor Azimah Abdul Aziz
Nor Azimah is currently the Director of SSM’s Corporate Development & Policy Division to oversee law reform in legislations administered by SSM, policy, international networking, economic research & statistics, risk management, project management and monitoring, promotion of corporate responsibility initiatives as well as strategic planning of SSM. Prior to this post, Nor Azimah was the Director of Companies Commission of Malaysia Training Academy (COMTRAC) from April 2007 until September 2010. She joined SSM in 2003 as General Manager of Corporate Policy, Planning and Development. Nor Azimah obtained her law degree in 1991 and upon called to the Malaysian Bar she began her career as an Advocate and Solicitor in 1992. She then joined National University of Malaysia, as a Law Lecturer at the Accounting Department, Faculty of Business and Management and acquired her postgraduate degree in LLM (Business Law) from the University of Wales, UK in 1996. In 2000, she was seconded to the Technical and Regulatory Department of the Malaysian Institute of Accountants prior to joining SSM.
Tricia Balfe
Tricia Balfe is co-founder and Chief Executive Officer of Nomos Software. She is an expert on OCL, the non-proprietary rules language from the OMG standards organisation. The rules language can be used to validate XML, XBRL and other modeled data. Nomos Software provides SaaS solutions for validating business data using OCL and has extensive experience in validating financial payments and trade data. Nomos Software is a member of the OMG organisation, and contributes to the working group there on the OCL language.
Tricia has worked for 25 years in the international software industry, with experience in finance and telecommunications. Tricia holds a BSc. in computer science and mathematics, an MSc. in mathematics, and an MA in philosophy.
Ami Beers
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 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.
David Bell
David is currently the EMEA Technical Director for EDGAR Online (formerly UBmatrix Inc) and, since late 2012, now part of RR Donnelly Inc.
His focus is on the design and implementation of XBRL solutions. These range from the provision of filer solutions through to large regulator collection systems, located across the globe. He is also an active member within the XBRL Working Groups.
As an IT professional of over 30 years, he has significant practical experience of delivering large-scale distributed OLTP systems with companies such as Sun, Forte Software and DEC.
He holds qualifications in Computer Engineering from University Of Manchester.
Anne Leslie-Bini
Anne Leslie-Bini is Head of International Development at Invoke, a European software company specialized in financial & regulatory reporting solutions, with a particular focus on the use of XBRL (eXtensible Business Reporting Language). Having graduated from Dublin City University and and ESC Reims (France), Anne began her career in Capital Markets, working for major international banks such as BNP-Paribas and ABN Amro Group. At Invoke, she is responsible for driving revenue growth through international direct sales and strategic alliances. Anne has been active in the wider XBRL community since 2009, and is a key member of XBRL Europe working groups. Active on social media as a thought-leader, Anne often speaks at international conferences and regularly guest-blogs on XBRL-related topics.
Thomas Boemoser
Thomas is founder and CEO of JC Analytics (www.jc-analytics.com). JC Analytics helps finance professionals to make better decisions faster by leveraging XBRL. Prior to founding JC Analytics, Thomas worked as Credit Analyst at Moody's Investors Service's. Before joining Moody's, Thomas was an Auditor at PricewaterhouseCoopers. Thomas graduated from University of Applied Sciences Ingolstadt, Germany in 2004 with majors in Finance and Taxation; he holds a Diploma in International Finance from University of California, Berkeley Extension and was awarded the CFA Charter.
Efrim Boritz
Efrim Boritz is the Ontario Chartered Accountants Chair in Accounting and Head of the Assurance and IS areas in the School of Accounting and Finance at the University of Waterloo, Canada. He is also the founding Director of the University of Waterloo Centre for Information Integrity and Information Systems Assurance and is a member of the Canadian Institute of Chartered Accountants (CICA) Information Management and Technology Advisory Council (IMTAC) and the AICPA/CICA task force on Trust Services/Data Integrity. Dr. Boritz is the author of numerous books, monographs and articles in academic and professional journals.
Antoine Bourdais
As Director of the Banking & Insurance Division at Invoke, a European software company specialized in financial & regulatory reporting solutions focusing on the use of XBRL (eXtensible Business Reporting Language), Antoine Bourdais is a well-known and active participant in both his local French jurisdiction and on the wider international stage. Antoine is a long-standing Board Member of XBRL France and also contributes to a number of international working groups dedicated to regulated information. A successful Masters candidate, Antoine initially graduated as a mathematical engineer from the prestigious French engineering university INSA. Having demonstrated his capacity to manage transformational financial reporting projects, he was promoted to Product Manager for the reporting & consolidation software range at Invoke, reinforcing his collaboration with the R&D department. Today, in his current role as Director of the Banking & Insurance Division, he is responsible for driving and coordinating the overall product strategy.
Brian Boyle
Brian Boyle is Business Project Lead for the implementation of the Revenue (Irish Tax Administration) iXBRL Project. With Revenue for over 25 years, Brian's background spans IT development, Business Process and Organisational change and Tax. In addition to the iXBRL Project, he heads up the Insurance and Investment Funds business area within Revenue. Brian is a graduate of Trinity College Dublin (B.Sc in Computer Science) and Dublin City University (M.Sc. in Taxation). He is a member of the steering committee of XBRL Ireland.
Kristine Brands
Kristine Brands is an assistant professor at Regis University in the College for Professional Studies' School of Management. She teaches and develops XBRL graduate courses. She is a CMA, a member of IMA's board of directors, a member of the IMA XBRL Advisory Committee, and the IMA COSO Committee. She speaks internationally on XBRL and accounting issues and is a columnist for Strategic Finance and CFO.com. She has a BA in History from the University of Rochester, an MBA from Emory University, Certificate in Applied Science from Harvard University Extension, and is ABD at Colorado Technical University.
Hans Buysse
Hans Buysse is a partner of Syncap Belgium, Brussels. SynCap Belgium is the Belgian Partner Firm of Clairfield International, a worldwide corporate finance firm that provides advisory services, mainly in cross-border mergers and acquisitions, to both international corporations and family-owned enterprises across an array of industries. Hans has more than 20 years banking and corporate finance experience. This includes buy side and sell side assignments, as well as MBO and IBO, within the energy & utilities sector, telecom, real estate and infrastructure. He also has extensive experience in structured finance, financial restructuring, strategic advisory, valuations and PPP. He was involved in most large Belgian PPP deals. Affiliations include Vice Chairman -Belgian Association of Financial Analysts (www.abaf-bvfa.be); Treasurer- EFFAS Executive Management Committee (www.effas.org); Member-XBRL EU Executive Committee; Member-ESMA Corporate Reporting Standing Committee’s Consultative Working Group (www.esma.europa.eu).
Sean Callaghan
Sean is a partner at Ernst & Young. Sean leads Ernst & Young's XBRL services in the UK with respect to the recent HMRC mandate covering UK financial statements as well as for the SEC XBRL mandate for SEC registrants across Europe. He is a member of the XBRL Advisory Council for the IFRS Foundation. Sean is both a Chartered Accountant and a US Certified Public Accountant.
Ernest Capozzoli
Dr Capozzoli has been extensively involved in XBRL as a member of the Communications Steering Committee of XBRL US, a member of the USGAAP taxonomy project team, past academic track coordinator in Montreal. Additionally, he has developed XBRL teaching materials using both the USGAAP and IFRS taxonomies.
Commissioner Niall Cody
Niall Cody was appointed Revenue Commissioner in February 2012. The Office of the Revenue Commissioners is the Irish Tax and Customs Administration. He has overall responsibility for the three Revenue Divisions dealing with direct and indirect tax policy, legislation and interpretation, Large Cases Division and the Office of the Collector-General. He is currently chair of Revenue’s Information Technology Executive, which is a Sub-committee of Revenue Management Advisory Committee MAC. Its role is to develop Revenue’s Information and Communications Technology (ICT) strategy, to recommend significant ICT projects and to oversee their implementation.
Eric E. Cohen
Eric E. Cohen is the Global XBRL Technical Leader for PwC. An original founder of XBRL, Mr. Cohen has served in a wide variety of roles for XBRL International and XBRL US, including serving as chair of XBRL-US and numerous working groups. Mr. Cohen is also the founder and chief architect of XBRL's Global Ledger Framework. He has served as an ambassador of XBRL to numerous organizations. Mr. Cohen has worked extensively with the academic community in outreach, research and curriculum development. His special interests include XBRL-related assurance, including continuous auditing and data level assurance; security and authentication; and making XBRL relevant and available to the smallest and largest organizations alike.
Benoît Colombel
Benoît Colombel is a Lead R&D engineer at Invoke, a European software company specialized in financial & regulatory reporting solutions, with a particular focus on the use of XBRL (eXtensible Business Reporting Language). Benoît drives enhancements to the features and performance of Invoke XBRL products such as the e-Regulatory portal, and is also involved in pure research related to future applications designed to fully exploit the analytical potential of XBRL data. Benoît has been a key member in a large number of successful project implementations and continues to provide impetus for the Invoke "Gold Partner" collaboration with Oracle.
Bartek Czajka
Bartek Czajka is XBRL Project Manager at the IASB. He is responsible for the development of the IFRS Taxonomy from the IFRS content perspective. Bartek is also involved in the IFRS Foundation’s global outreach activities to promote understanding and adoption of IFRSs and XBRL. Bartek holds an MSc in Management and Marketing from the University of Economics in Poznan, Poland. He is a Polish CPA and has an ACCA Diploma in IFRS certificate. During 2003-2010 Bartek worked for KPMG Poland, where he was supervising auditing teams working on large Polish and international clients from a variety of sectors (trade, production, maintenance services, sea and road transportation, media and hotels). Bartek is the co-author of an insolvency prediction model, commonly used by auditors in Poland for analyzing financial statements and ratios.
Susanne Davidson
Susanne is an ICAEW qualified accountant with over 6 years' experience with BDO. Prior to joining the iXBRL team Susanne spent three years training within audit and tax, providing services to a range of international public and private growth businesses. In the last three years Susanne has built up extensive experience in iXBRL, building up a wealth of knowledge on the technical and practical aspects of tagging. Susanne was integral to the implementation of the BDO’s tagging and quality assurance service, including the management and training of offshore providers. During the last three years Susanne has been actively involved in providing proactive feedback to our software providers with a view to enhancing the functionality of the software for the end user. Currently Susanne leads the day to day operations, supporting the team and process improvements.
John Dill
Mr. John Dill has close to 30 years of experience in information management. During this time Mr. Dill has held various CIO appointments within the Financial Services, Telecommunications, and Healthcare business sectors. He is currently the Directory of Management Services and CIO for the Bermuda Monetary Authority. In his current capacity with the Bermuda Monetary Authority Mr. Dill is leading the BMA’s technology transformation initiative and the deployment of XBRL to facilitate an integrated and agile regulatory framework.
Alexander Falk
Alexander Falk founded Altova in 1992 and has been an active contributor to XML- and related standards for many years. As a member of the W3C XML Schema Working Group that defined the XML Schema 1.0 Recommendation 2001-2004, Mr. Falk was instrumental in creating the schema language that is at the foundation of XBRL. Coming from a development background, Mr. Falk is a co-author of the popular Altova XMLSpy XML Editor and listed as inventor on several issued patents and current patent applications.
Stephanie Farewell
Stephanie Farewell is an Associate Professor of Accounting at the University of Arkansas at Little Rock. She is a licensed CPA in Arkansas. Stephanie received her BBA, MACC and Ph.D. from the University of Oklahoma. Involved with XBRL since 2003, Stephanie researches and publishes XBRL from a pedagogical and behavioral decision making perspective. Recent publications appear in the Journal of Accounting and Public Policy, Journal of Information Systems, Issues in Accounting Education, Accounting Education: An International Journal and The CPA Journal. She teaches introductory and advanced accounting information systems.
Pedro Faria
Pedro is Technical Director at CDP, since 2009. He oversees the development of CDP’s information request, disclosure platform, scoring systems and data. He is a member of the Climate Disclosure Working Group and leads their XBRL efforts in the area of climate change reporting. Pedro previously worked as consultant in the areas of energy and carbon, as well as implementation of the European Emissions Trading Scheme (2005-2008) and with the Integrated Prevention and Pollution Control directive (2001-2005). His work allowed him to gain knowledge in the area of IT, Emissions Trading Schemes, carbon markets and European policy. He has also worked with several industrial sectors. His current area of work and interest includes greenhouse gas accounting and corporate reporting. He is an environmentalist with a background on environmental engineering and a MSc in Engineering and Management of Technology, both by Instituto Superior Tecnico, Lisbon.
Carsten Felden
Carsten Felden is full professor at the University of Mining and Technology at Freiberg (Saxony, Germany). He holds the Chair of Management Information Systems and teaches Business Intelligence and Business Process Intelligence. Main topics of his research are business analytics, data warehousing, process analysis and XBRL, also analytics in IT maturity models. He is member of the XBRL Germany strategy advisory board and works at TDWI Germany where he teaches XBRL. He has published several articles in international scientific journals and conferences and also books on decision support/XBRL topics. Professor Felden serves as reviewer for several international scientific journals and conferences like Business Informatics Journal, ICIS, ECIS, AMCIS etc. On a practical side, Prof. Felden serves as consultant to a number of organizations like the German tax authorization (e.g. electronic balance sheet with XBRL).
Herman Fischer
Formerly with UBmatrix, Inc, Herm was the designer and implementer of "Taxonomy Designer", and implementer of formula editors and formula language processors for XBRL working draft versions. He implemented dimensional taxonomy editing and execution analysis. He participated in development of SEC validation formulas, test suite and production integration. His XBRL execution processors have been in production use by the FDIC and NEC/SMBC, and server XBRL integration in production by SEC and NTT data.
For XBRL.org, he has contributed to the 2.0 and 2.1 versions of XBRL, its dimensions, formulas, and versioning dimensions module. He currently chairs the Formula Working Group, vice chair of the Base Spec Working Group, and is a member of the Standards Board. He is a developer of the XBRL Formula test suite. He was a volunteer contributor to the 2007 XBRL US GAAP Project.
For Mark V Systems, he has been involved in XBRL viewing and design web servers, graphical-based design and analysis software, and public standards for the US DoD (Ada), the EEC Esprit program (PCTE), the Electronic Industries Association, and the Council of Defense and Space Industry Associations.
An L.A. native, his MS and BS are from UCLA.
Yuji Furusho
Graduate in Master of Management by the McGill University, Yuji Furusho is a consultant with over 20 years experience in IT consulting with Fujitsu, Japan, and Fujitsu Consulting, U.S. He is a member of XBRL Japan since 2001, and working in XBRL projects as a project leader. He also participates in OCEG (Open Compliance & Ethics Group) Technology Council to develop and introduce GRC-XML to contribute better management of Governance, Risk management and Compliance processes.
Willem Geijtenbeek
Willem is the XBRL Leader for PwC in The Netherlands. He is involved in creating innovative solutions for clients as well as the internal PwC organisation, using XBRL. In addition, he is active in the Dutch XBRL and SBR networks where he helps create the environment necessary for such innovations. He is particularly interested in setting up the right governance structures, needed for creating and maintaining the link between policy objectives, program & project activities and standards & technology. He also represents the 5 biggest audit firms to the Dutch SBR Program, and is frequently consulted by Dutch government officials on the future of SBR and digital reporting.
Masatomo Goto
Masatomo Goto is a manager at Fujitsu Limited. He has been involved with XBRL since 2001. Before the activity, he served, he acted, he was picked as a member of XLink Working Group at W3C. Chaired XBRL specification Working Group in 2003. He contributes to all technology Specification developments activity in XBRL.
Glen Gray
Glen L. Gray, PhD, CPA, is a professor in the Accounting and IS Department of the College of Business & Economics at California State University at Northridge. Research interest include: XBRL, sustainability, auditing and assurance, Sarbanes-Oxley, controls, and data mining. He has conducted research projects funded by the: AICPA, IAASB, IIA, ISACA, FASB, IASC, Big 4 Research Advisory Board, and KPMG. He has written numerous academic and professional articles. Before becoming an academic, he was a consultant with national CPA firms and an aerospace engineer. He has a BSEE from MTU; MBA from UCLA; and Ph.D. from USC.
Andy Greener
Andy Greener is an Enterprise Architect in HM Revenue & Customs' Business Tax programme (HMRC is part of HM Treasury and the UK's principal tax administration, collecting in excess of £400bn annually). He is also strategy architect for HMRC's Company Tax online service, which has now mandated the use of Inline XBRL for the Accounts and Tax Computation components of all CT Returns. He is a Chartered Engineer and Chartered Information Technology Professional with 30 years experience as a software engineer and architect, and earned a B.Sc in Computer Science from the University of York.
Sascha Heinig
Sascha Heinig is the Head of Division of Bundesanzeiger in Verlag, Cologne. He was previously the Product Manager at Verlag M. DuMont Schauberg, Cologne . Sascha has a Dipl. Kfm. from the University of Applied Sciences, Cologne, as well as studies of economics from the University of Applied Sciences, Cologne.
Ian Hicks
Ian Hicks is Director of Professional Services for CoreFiling Ltd., responsible for the ongoing support of key client accounts. He is a member of Best Practices Board for XBRL International. With an MBA from Cranfield School of Management, Ian has over 30 years’ experience in leading high technology specialist teams in international business.
Frans Hietbrink
As an IT-auditor and Chartered Accountant, Frans Hietbrink has been working for the Dutch Tax Administration for over 30 years, in a variety of functions: auditor of Tax Returns, general manager, internal auditor ... But always focussed on the improvement of administrative processes and the quality of data. For the last 4 years, he has been a strategic advisor SBR/XBRL with the DTA.
Oliver Holt
Oliver Holt is the Director of Financial Reporting Services, Ireland. He has been involved in an accounting technical role since 1994. Responsibilities include IFRS interpretations, accounting technical support and practical application of IFRSs in Deloitte Ireland for both ongoing IFRS reporters and reporters converting to IFRS for the first time. He also has a lead role in the professional development and updating of clients, partners and managers regarding IFRS and IFRIC developments.
Oliver was the Winner of Accountancy Ireland 2008 award for best written article as judged by an independent panel. He has also served as lead speaker on the practical implications of IFRS and other technical topics at recent Institute of Chartered Accountants in Ireland seminars.
He is a member of the Institute of Chartered Accountants in Ireland’s Audit and Assurance Committee; Director of Business Reporting Ireland Limited – the Irish member of XBRL International; and a Member of the FEE task force on XBRL.
Paul Hulst
Paul is an experienced XBRL specialist, member of the Deloitte Dutch XBRL team. He has conducted various XBRL projects focused on the design and creation of XBRL taxonomies as well as on the preparation of XBRL instance documents. These projects have given him extensive knowledge of the XBRL standard (including dimensions and formulas) and of XBRL software tools, e.g. Fujitsu XWand. He is very familiar with the application of Standard Business Reporting in The Netherlands. Paul is actively involved in the Taxonomy Expertise Group of the Dutch Standard Business Reporting (SBR) Program and the Taxonomy Architecture Guidance Task Force of XBRL International. He is the principal architect of the GRI taxonomy that was launched in 2012. Using the GRI Taxonomy Paul created the Deloitte Sustainability Report 2011/2012 as an XBRL instance. Paul regularly conducts XBRL training sessions and has presented at many conferences about the design and implementation aspects of XBRL. From his many years of experience with the implementation of large scale business intelligence & data integration projects, he has extensive experience in data architectures and information flows.
