Conference Speakers

Anthony "Tony" Fragnito

Keynote Speaker: The State of XII  Wed. 26 Oct, 08:50; Thurs, 27 Oct, 16:20
XBRL International, Inc, Chief Executive Officer
 

Tony Fragnito has over 20 years experience managing finance and operations within for-profit and tax-exempt organizations. He has worked with volunteer leadership for over 15 years in the educational, biomedical research and technology fields. Throughout his career he has directed financial, governance, business service and technology issues both from an operational and strategic perspective.

Mr. Fragnito graduated from George Mason University in Fairfax, VA and earned his CPA in 1988.

CAREER HISTORY 

• Chief Executive Officer – XBRL International, Inc. 2007 - Present
•  Deputy Executive Director / CFO – Federation of Am. Societies for Experimental Biology – 2004 to 2007
• EVP VP Finance – Rockville Mailing Service, Inc. – 1996 to 2004
•  Director of Admin. & Finance, Controller – National Council of Teachers of Mathematics – 1985 to 1996

Mike Willis

Main Stage Panel Moderator:  How is XBRL being used for Business Performance?",  Tues, 25 Oct. 4:40-5:30pm
Presenter:  Track 8:  Hot Topics:  "Who is actually Using XBRL?"  Wed. 26 Oct. 4:00 - 5:00pm
Presenter:  Track 5  Integrated Reporting: Trends in Non-financial Disclosure to Stakeholders  Thurs.  27 Oct. 10:00 am
XBRL International Inc, Emeritus Chair
 

Mike Willis has more than 26 years of accounting and auditing experience and is a partner with PricewaterhouseCoopers.  Mike serves as the Chairman of XBRL International, which is currently composed of more than 600 leading software, accounting and finance companies from 30 countries around the world.   Mike has served in a number of roles within the XBRL community and currently serves on the International Steering Committee as Chairman.  XBRL is an international information format standard designed to dramatically enhance business reporting supply chain processes benefiting preparers, distributors, aggregators and consumers of this information.   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 business reporting supply chain including the Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, CFO Magazine, and CIO Magazine. 

Track Program Presenters
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Ignacio Boixo

Presenter:  Track 8- Hot Topics:  What's New, What's Next?   Wed. 26 October, 3:00pm
 

Ignacio "Nacho" Boixo serves as co-coordinator of the EuroFiling project, an open joint initiative of the XBRL Operational Network of the European Banking Authority, in collaboration with XBRL Europe, as well as stakeholders as banks, solutions providers, academy and individuals. The deliverables are Data Models, XBRL taxonomies, know-how and materials for Supervisory Frameworks: COREP and FINREP.
He also chairs the OpenFiling non-for-profit association, the open community of practice for filing and XBRL.
Information Systems of the Bank of Spain staff since 30 years ago. Computing Engineer, holds a Diploma in Financial Economy. President of the Madrid Chapter of Computer Engineers. Member of ISSA and MENSA.
 

Ernest Capozzoli

Co-Chair Track 7-  Academic Research & Insight  Thurs. 27 Oct. 09:00 - 16:00

Currently a member of XBRL US and is a member of the Communications Steering Committee.
Board Member of the Georgia Society of CPA's North Atlanta Chapter.
Former member of the FAF and XBRL US taxonomy development team.
Delivers classroom instruction relative to XBRL.  Has delivered XBRL to over 500 students.  XBRL assignments have covered instance document creation for financial statements, disclosures as well the use of the IFRS taxonomy. 
 

David Colgren

Co-Chair: Track 4  XBRL Made Simpler: XBRL Tools & Solutions Track, Wed. 26 Oct., 11:00-18:00
Chief Executive Officer, Colcomgroup, Inc. 

T. David Colgren, has been engaged in global business and strategic development, including capital introductions and fundraising, management consulting, marketing communications, investor/media relations and crisis communications for more than 30 years.

Since 1998, he has served as a strategic business consultant to XBRL International, Inc. The global consortium started with eight founding members -- today, the international organization has more than 25 country-specific jurisdictions with more than 700 of the world’s leading accounting, technology, financial services, stock exchanges and regulatory agencies involved in the build-out of the XBRL business reporting standard. Mr. Colgren works with leadership on strategic alliances, media relations, fundraising, and government affairs including working with the International Organization of Securities Commissions (IOSCO) and other organizations involved in mandates related to the global XBRL business and financial reporting standard. 

Mr. Colgren worked in the United States Senate as a legislative assistant to former Senator Alan J. Dixon of Illinois.  Subsequently, he has worked in various senior positions in the corporate communications departments of Southwestern Bell Telephone, Wells Fargo, The Federal Home Loan Bank of Dallas and Fidelity Investments.

In 1995, he was named Vice President of Corporate Communications and Investor Relations for The BISYS Group, a $850 million technology company based in New Jersey and serving 10,000 of the nation’s largest bank, insurance and financial services companies. 

In 1997, Mr. Colgren founded Colcomgroup, Inc., a strategic business, marketing and communications firm providing counsel to companies in the financial services, accounting, technology, real estate, legal, consumer goods and beauty/fashion sectors.   Colcomgroup has been providing strategic advisory, corporate communications counsel to accounting professional associations for more than 10 years including the Institute of Management Accountants (IMA); the California Society of CPAs; Florida Institute of CPAs; Texas Society of CPAs and the Michigan Society of CPAs. Current and previous clients include: EDGAR Online, Microsoft, Ernst & Young, Fujitsu, Sonnenschein Nath & Rosenthal, AOL Time Warner, Control Solutions, ACL Software, International Organization of Securities Commissioners (IOSCO) and Revlon.   

Mr. Colgren oversees all client relationships for the firm. Mr. Colgren has been active in both the Public Relations Society of America and the National Investment Relations Institute, and is accredited by the PRSA.

Mr. Colgren holds a B.A. in Political Science and Communications from Texas Christian University.    

Roger Debreceny

Presenter:  Track 1 Assurance: Increasing trust and promoting quality in XBRL-tagged information  Wed. 26 Oct. 11:00am
Presenter:  Track 6 XBRL Technology & Best Practices  Thurs. 27 Oct. 11:00 - 12:00 am

Roger Debreceny is the Shidler College Distinguished Professor of Accounting in the Shidler College of Business, University of Hawai’i at Mānoa. Debreceny teaches accounting, auditing and accounting information systems. His research interests are in IT governance, information systems auditing and assurance, corporate reporting XBRL and accounting information systems. He has been involved with XBRL for more than a decade and currently chairs XII's Certification Board.

Stephanie Farewell

Presenter:  Track 1- Assurance: Increasing trust and promoting quality in XBRL-tagged information, Wed. 26 Oct,  11:00am
 

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, XBRL International and The CPA Journal. She teaches introductory and advanced accounting information systems. 
 

Herman Fischer

Co-Chair: Track 6:  XII Technology & Best Practices Track,  Thurs.  27 Oct. 09:00 - 15:30
Presenter:  Track 8  Hot Topics:  What's New, What's Next,  Wed. 26 Oct.  3:00

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.

Walter Hamscher

Presenter:  Track 6:  XBRL Technology & Best Practices "Metadata and Data Modeling, Methodologies and their Technical Controversies" Thurs. 27 Oct. 9:30-10:30am
Presenter: Track 2 -Global Implementation and Project Case Studies Thurs. 27 Oct. 2:30 pm
Presenter:  Track 6:  "Evolving XBRL and catching up with underlying standards" Thurs. 27 Oct. 3:00 - 4:00pm
 

Walter Hamscher is responsible for the US Securities and Exchange Commission's XBRL taxonomies and the processing, analysis and distribution of XBRL throughout the SEC. He is a co-author of the XBRL specification and several other XBRL International publications, previously member of the XBRL International Board of Directors and Past Chair of XBRL International.  Walter earned his Ph.D. in Computer Science and Electrical Engineering at the Massachusetts Institute of Technology.

Paul Hulst

Presenter:  Track 5 - Integrated Reporting: Trends in Non-financial Disclosure to Stakeholders  Thurs. 27 Oct, 12:00 pm
Deloitte, Manager

 

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 a lot of extensive knowledge of the XBRL standard and of XBRL software tools, e.g. Fujitsu XWand and UBmatrix Taxonomy Designer.
Paul has also prepared and led training sessions on XBRL.
He is currently working on the application of XBRL formula to enhance the quality of data exchanged.
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.
 

Josef Macdonald

Co-Chair:  Track 2 Global Implementation & Project Case Studies, Thursday 27 Oct. 09:00-15:30
 

Josef is a Director in Deloitte’s Tax Management Consulting Group in the UK.  Josef joined Deloitte in October  2010 from Ernst & Young, where he was the Global XBRL leader.’
Josef has been involved with XBRL since 2000. He is currently a member of the XBRL International Steering Committee, the IASB’s XBRL Advisory Committee and XBRL UK.
Josef was an XBRL Practice Fellow at the IASB from 2003-2007. In this role Josef introduced XBRL to the Board and Trustees and founded their XBRL Team and IFRS Taxonomy Working Group, which he led from their inception.
Prior to working with XBRL, Josef worked in Ernst & Young (New Zealand) National Assurance and Advisory Business Services Group advising on complex accounting and securities law issues. He has also worked as an advisor in the EY Corporate Services Taxation Group. He is a PRINCE2 (Projects IN Controlled Environments) UK qualified Project Manager and Practitioner, a New Zealand qualified Chartered Accountant, as well as Barrister and Solicitor of the High Court of New Zealand. 

Ariel Markelevich

Track Chair:  Track 8 Hot Topics:  What's New, What's Next, Wed. 26 Oct., 11:00-18:00
Presenter:   Track 8 Hot Topics:  26 Oct. 11:00am

Ariel Markelevich is an Associate Professor at the Sawyer School of Business in Suffolk University. He has published numerous papers primarily in the area of IFRS, XBRL, Auditing and Mergers and Acquisitions. Dr. Markelevich’s primary interest in the research of IFRS and XBRL is the study of 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. 

Brad J. Monterio

Co-Chair: Track 4 XBRL Made Simpler: XBRL Tools & Solutions Track, Wed., 26 Oct, 09:00 - 18:00
Presenter: Track 5 Integrated Reporting: Trends in Non-financial Disclosure to Stakeholders, Thurs., 27 Oct, 09:00-09:30

Mr. Monterio brings more than 23 years of experience advising companies on global business and strategic development, including capital introductions and fundraising, management consulting, marketing, communications and investor/media relations.  He has counseled US and international financial services companies, technology vendors, CPA firms, corporations, private equity/hedge funds, professional services firms and technology consortia, as well as professional associations, standard setting bodies, regulatory bodies and credentialing organizations that serve these same sectors. His specialties include XBRL, integrated reporting, CSR, ESG, and sustainability.

Since 1999, Mr. Monterio is Managing Director of Colcomgroup, Inc., a global strategic management consulting, marketing and business development services firm.  Mr. Monterio also serves as Managing Director of CMH Partners LLC, a global investment banking advisory services firm, and Senior Managing Director of Mid-Market Securities, LLC, a FINRA/SIPC registered Broker-Dealer and investment bank.  Previously, Mr. Monterio was with Chase Manhattan Bank's International Private Banking and Investment Products Group as well as his own consulting firm.

Mr. Monterio has been working with the XBRL standard – and its predecessor, XFRML – since 1999 when it was created by Liv Watson, Charlie Hoffman and a handful of other data and accounting experts.  Mr. Monterio counsels the global XBRL consortium in a number of areas, including sponsorship/fundraising, membership, and other strategic areas.  He represents Colcomgroup to XBRL International, Inc. (XII) as a direct member and currently chairs the XII International Conference Committee.

He is a Global and European Board Member of the Institute of Management Accountants (IMA) and chairs the IMA XBRL Committee to educate its more than 70,000 global members about XBRL and its benefits, and to develop strategic partnerships with XBRL technology vendors and education providers.

Mr. Monterio is also member of the American Society of Association Executives (ASAE) and the Global Reporting Initiative (GRI).  Mr. Monterio regularly speaks and writes on management, transparency, XBRL, integrated reporting, ESG/sustainability, marketing and communications issues and is an award-winning artist and product designer.  Along with Kofi Annan, Robert Zoellick, Duncan Niederauer, and other thought leaders, Mr. Monterio is a co-author of “Trust Meltdown: The Financial Industry Needs a Fundamental Restart,” published by Media Tenor, a leader in reputation management analytics.  Along with Liv Watson, he is also a co-author of a chapter on Integrated Reporting in the Harvard Business School eBook, "The Landscape of Integrated Reporting."

Mr. Monterio holds a B.A. in English from Dartmouth College.  He is fluent in French.  Mr. Monterio holds FINRA Series 63, 7 and 79 licenses for securities and investment banking.

Diane Mueller

Presenter:  Track 8 Hot Topics:  What's New, What's Next  Wed. 26 Oct.  3:00pm

Diane Mueller has been actively involved in the development efforts of the XBRL standard for the past nine years. She is the Canadian representative to the XBRL International Steering Committee, serves as Vice Chair of that body, and chairs the XBRL Working Groups on Rendering and Software Interoperability. She currently serves as vice president of XBRL development at JustSystems, the largest independent software vendor in Japan and a worldwide leader in XML and information management technologies.

Bartosz Ochocki

Instructor:  Training Course 1 "Connecting Business and IT Worlds with XBRL".  Sun, 23 May & Monday 24 May
Presenter:  Track 6 -  XBRL Technology & Best Practices, Thurs. 27 Oct  11:45am - 12:30pm
 

Bartosz Ochocki is co-owner and the Chief Technology Officer of Business Reporting – Advisory Group (BR-AG). The company’s main activities are consulting services (trainings and advisory) and software development in the area of business reporting.
As the CTO of BR-AG, Bartosz advises public institutions (regulators and supervisors), software vendors and reporting institutions on implementation of information exchange solutions utilizing XML and XBRL technologies.
Prior to his work at BR-AG, Bartosz was a member of the XBRL Team at the International Accounting Standards Committee Foundation where he participated in the development of the IFRS taxonomy and was involved in various projects applying IFRSs in the XBRL format.
Practical experience in finance and accounting Bartosz gathered working as a consultant for auditors and tax advisory companies.
Bartosz graduated from the Poznan University of Economics (Management Faculty with majors in Capital Investments and Corporate Financial Strategies) where he received Master’s degree and continues his education as PhD candidate.
 

Michal Piechocki

Instructor:   Training Course 1: "Connecting Business and IT Worlds with XBRL". Sun., 23 Oct. & Monday 24 Oct
Presenter:  Track 5 - Integrated Reporting: Trends in Non-financial Disclosure to Stakeholders Thurs. 27 Oct. 9:30 am
 

Michal Piechocki is a Chief Executive and Chairman of the Business Reporting – Advisory Group leading its global operations and advising international governmental and supervisory institutions on adoption of XBRL. His expertise contributed to projects in Europe, Australia, Asia and North and South America. His primary domain of expertise includes taxonomy and extension development and XBRL implementation.

Michal serves as an At-Large Member at the XBRL International Steering Committee and as a Member at the XBRL Quality Review Team (IASC Foundation). He is also a judge in several Polish and international IFRS and XBRL related competitions. He is also leading the Institute of Management Accountants XBRL Committee Taxonomy Group and is a Member of the IBM Information Governance Council.

Prior to his leadership of BR-AG Michal worked as a member of the International Accounting Standards Committee (IASC) Foundation XBRL Team developing the International Financial Reporting Standards (IFRS) XBRL taxonomy and related projects.

Michal graduated from the Poznan University of Economics (Management Department with majors in Capital Investments and Corporate Financial Strategies) where he received Master’s degree in economics and continues his education as a PhD Candidate at the Technische Universitat Freiberg, Germany. Michal is an author of a number of publications and books on the XBRL standard and related topics and a speaker at various international IFRS and XBRL conferences. 

Said Tabet

Presenter:  Track 8 Hot Topics:  What's New, What's Next  Wed. 26 Oct.  12:00pm
 

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.