Financial Transactions and Regulatory Compliance Review

Covering the latest in capital markets transactions, funds, annuities, financial reporting and SEC filings

IFRS Webinar – New Date & Featured Guest Speaker

Due to the exciting addition of a new featured guest speaker, July's IFRS webinar on successful first filings is rescheduled for September 2018. Please stay tuned for exclusive preview content on IFRS taxonomy, first filings, training tips, SEC deadlines, filing success plans and future implementation options.

We hope you’ll join us in September!

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Was your first XBRL IFRS filing successful? Sign up now for our IFRS Webinar | July 10, 2018

Was your first XBRL IFRS filing successful? Sign up now for our IFRS Webinar!

Featuring: Chase Bongirno, Director of XBRL at Toppan Vintage and Ben Johnson, Vice President, Sales Engineering at Toppan Vintage 
 
Including an IFRS taxonomy update and review after first filing, training tips, SEC deadlines, filing success plans and future implementation options

All registrants will receive a recording of the webinars through email for those who can’t join due to time zone restraints. 
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Recap Video: XBRL for IFRS, Tips and Tricks for First Time Users

Thank you to all the participants who attended our XBRL for IFRS Webinar on Tips and Tricks for First Time Users! Special thanks to our experts Chase Bongirno, Director of XBRL at Toppan Vintage and Patrick Loughry, XBRL Subject Matter Expert at Toppan Vintage.

For your convenience and reference, download the webinar recording by clicking on screenshot below.  

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Understanding the Accounting Meaning of an IFRS Taxonomy Element | Plus Jan. 24 Webinar Reminder!

Taxonomy filing system owners set the rules or guidelines that preparers must follow when tagging IFRS financial statements using the IFRS Taxonomy. These filing rules often refer to the accounting meaning of an IFRS Taxonomy element. This section describes the IFRS Taxonomy content a preparer can use to understand the accounting meaning of an element. Understanding the accounting meaning of an element helps a preparer select the correct elements when tagging IFRS financial statements.

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IFRS Taxonomy: Understanding the Basics

A taxonomy is a classification system that can be used to identify and structure information so it is easy for a consumer to find. For example, a retailer may use a taxonomy for products it is selling online. This taxonomy is likely to include codes and labels that uniquely identify each product and provide information about the products, such as short descriptions, expected delivery times and references to physical shops where the products are available. The retailer is also likely to classify products by category, size, colour and price range. This taxonomy would allow online shoppers to quickly find, review and select specific products. Shoppers would be able to spend their time reviewing products rather than sifting through information.

Taxonomies are also used to allow information to be tagged and exchanged in a structured electronic format so that it can be accessed quickly and processed cost-effectively by the intended recipient of that information. For example, a shopper can place an online order by selecting a specific product. The retailer can automatically process the shopper’s selection using the underlying computer code of that product.

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Sign Up Now! IFRS Webinar - January 24, 2018

Sign up below for our XBRL for IFRS Webinar - Tips and Tricks for First Time Users

Featuring: Chase Bongirno, Director of XBRL at Toppan Vintage and Patrick Loughry, XBRL Subject Matter Expert at Toppan Vintage
 
Learn about the taxonomy update, training tips, SEC deadlines, filing success plans and implementation options.

All registrants will receive a recording of the webinars through email for those who can’t join due to time zone restraints. 
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Recap Video: XBRL Requirements for IFRS, Implementation

Thank you to all the participants who attended our XBRL Requirements for IFRS Webinar Series!

Special thanks to our guest panelist, Campbell Pryde, CEO at XBRL US, Inc. for joining us on our last session on Implementation.

For your convenience and reference, download the webinar recording by clicking on the screenshot.

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Reminder: Tomorrow's Webinar - XBRL Requirements for IFRS, Implementation

Don't miss out! Sign up below for our last XBRL for IFRS webinar to learn about the taxonomy update, training tips, SEC deadlines, filing success plans and implementation options - includes an available CPE credit.

Featuring: Campbell Pryde, President and CEO at XBRL US, Inc.

Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley,
where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based valuation framework. He has been involved with XBRL since 2001, and served as Chairman of the XBRL US Domain Steering Committee during the critical initial build of the US GAAP Taxonomy under contract with the Securities and Exchange Commission. Prior to joining Morgan Stanley, Mr. Pryde was a Partner in the Risk and Advisory Practice of KPMG LLP. He is a member of the New Zealand Institute of Chartered Accountants.
 
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Recap Video: XBRL Requirements for IFRS, Developing A Success Plan

Thank you to all the participants who attended our 2nd XBRL Requirements for IFRS Webinar on Developing a Success Plan! Special thanks to our guest panelist, Rob Blake of Certent Inc.

Stay tuned for our last session on Implementation:

Featuring: Campbell Pryde, CEO at XBRL US, Inc.
*CPE Credit Available 

For your convenience and reference, download the webinar recording by clicking on screenshot below.  

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Reminder: Tomorrow's Webinar - XBRL Requirements for IFRS, Create a Success Plan

Don't miss out! Sign up below for our XBRL for IFRS webinar series to learn about the taxonomy update, training tips, SEC deadlines, filing success plans and implementation options - including an available CPE credit during the May 25 session. 

Featuring: Rob Blake, VP Product Management at Certent, Inc.
 
Rob Blake leverages more than 20 years of reporting and enterprise software development expertise in his current role as Vice President of Product Management for Certent’s Disclosure Management and DisclosureNet solutions, Cloud-based applications that help companies improve their business/XBRL reporting and disclosure research processes. In his current role, Rob oversees the entire software development lifecycle including product
strategy, requirements definition and prioritization, partner enablement, and thought leadership. 
In addition to being globally recognized as a founder and expert in XBRL with active involvement in the standard dating back to its founding in 1999, Rob’s prior roles have involved various leadership  positions focused on business reporting and enterprise solution delivery. This includes roles at Microsoft, Trintech, and RR Donnelley (previously Bowne & Co., Inc.), as well as project manager for three technology projects for the U.S. Securities and Exchange Commission. Rob received his B.S.B.A. in Finance with an emphasis in Accounting from the University of Akron (OH).
 
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Recap Video: XBRL Requirements for IFRS, Education

Thank you to all the participants who attended our first XBRL Requirements for IFRS Webinar on Education today!

Stay tuned for future sessions on Creating a Success Plan and Implementation:

Featuring: Rob Blake, VP Product Management at Certent, Inc.

May 25, 11:00 AM EST - Implementation
Featuring: Campbell Pryde, CEO at XBRL US, Inc.
*CPE Credit Available on May 25

For your convenience and reference, download the webinar recording by clicking on screenshot below. 

 

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Reminder: Tomorrow's Webinar - XBRL Requirements for IFRS, Education

Don't miss out! Sign up below for our XBRL for IFRS webinar series to learn about the taxonomy update, training tips, SEC deadlines, filing success plans and implementation options - including an available CPE credit during the May 25 session. 

Details for Webinar 1 - XBRL Requirements For IFRS:
Featuring: Gordon Ruckdeschel, Vice President, Operations at Vintage 

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Webinar Series - XBRL Requirements for IFRS

Sign up below for our XBRL for IFRS webinars to learn about the taxonomy update, training tips, SEC deadlines, filing success plans and implementation options.

Featuring: Gordon Ruckdeschel,  Vice President, Operations at  Vintage

May 18, 3:00 PM EST - Create a Success Plan
Featuring: Rob Blake, VP Product Management at Certent, Inc.

May 25, 11:00 AM EST - Implementation
Featuring: Campbell Pryde, CEO at XBRL US, Inc.
*CPE Credit Available on May 25

All registrants will receive a recording of the webinars through email for those who can’t join due to time zone restraints. 
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SEC Update - XBRL for IFRS

 

The SEC published a taxonomy to enable foreign private issuers that prepare their financial statements in accordance with International Financial Reporting Standards (IFRS) to tag those reports using XBRL.

Foreign private issuers may begin to immediately submit their financial statements in XBRL. Otherwise all foreign private issuers must submit their financial statements in XBRL for fiscal periods ending on or after December 15, 2017.

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