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April 17, 2008
SEC’s Interactive Data Filing Program - Developing an Implementation Framework with XBRL

- David Blaszkowsky, Director, Office of Interactive Disclosure, SEC Learn More
- Uma Iyer, Senior Manager, Deloitte & Touche  Learn More
- Jennifer Martell, Senior Manager - External Reporting, Mergers & Acquisitions, Adobe Systems  Learn More
- Mark Bolgiano, President & CEO, XBRL-US  Learn More

The SEC has been testing XBRL format and the underlying technology for over 2 years via a Voluntary Filing Program (VFP). All indicators strongly point towards an eventual SEC mandate for companies to file using XBRL technologies.

The ramifications of this requirement are unknown to many companies. Companies are looking for succinct and cogent answers to such questions as:

·         Is this really imminent?

·         What does XBRL do for me?

·         What do I have to do to prepare and comply?

In this event, we look to answer those and other questions you may have.  

We will begin with Uma Iyer of Deloitte & Touche giving a practical overview of what XBRL is and what it means to companies.

Following Deloitte, David Blaszkowsky of the SEC will present the current status of XBRL with the SEC.

As a lead participant in the XBRL filing program, Jennifer Martell of Adobe Systems will share their actual experiences in filing in XBRL with the SEC.

Following Adobe Systems, Mark Bolgiano, President & CEO of XBRL-US, will review how his organization is helping companies stay abreast of compliance with the latest taxonomies, preparer’s guides, etc.

Jay Chandran, a partner in SimpleX Data Technologies who has supported Adobe through their process, will be in attendance to answer questions and provide follow-up for companies on resources out there to help in their process.

After each session, time is allotted to field various questions that attendees may have.  We welcome you to join us in making this an informative and productive session.


Representatives of public companies who are required to file financial documents with the SEC

  • CFO's
  • Controllers
  • Directors of Finance

SimpleX Data Technologies is a financial software development and services company, headquartered in California, USA with affiliates in Canada and India.

We are active participants in the XBRL community having been members of the XBRL-US consortium and participated in the Solutions Working Group, Adoption Working Group for several years.

One of our services is focused on serving companies that wish to publish their financials in XBRL format including assisting companies that wish to participate in the US SEC's Voluntary XBRL Filing Program (VFP)

Click here to learn more about XBRL


David Blaszkowsky, Director, Office of Interactive Disclosure, SEC

The US Securities and Exchange Commission appointed David Blaszkowsky in October to start and lead the new Office of Interactive Disclosure, with responsibilities that include the development of strategies for and implementation of XBRL and other electronic disclosure opportunities.  David joined the SEC 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 NY.  Before that, David 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.  David’s earlier career was in management consulting, at McKinsey & Company, as well as at Price Waterhouse and Gemini Consulting.  David trained in economics at the University of Chicago, receiving a BA, and earned his MBA in finance and marketing at Northwestern University’s Kellogg School of Management.  David lives, with his wife and 2 daughters, in Boston.

Uma Iyer, Senior Manager, Deloitte & Touche 

Uma is a Senior Manager with Deloitte & Touche, working in their Audit and Enterprise Risk Services practice. Uma has been with Deloitte for over 12 years. Her consulting experience includes working with various clients in the area of financial process improvement, business process redesign, operations improvement and financial systems implementation. She has worked with clients in a number of industries including manufacturing, agri-business, public sector and telecommunications. Uma has been actively involved in XBRL and for the past year has been leading the development of an XBRL center of excellence within Deloitte.

Jennifer Martell, Senior Manager - External Reporting, Mergers & Acquisitions, Adobe Systems
Jennifer has been with Adobe for approximately one year. In her position as senior manager of External Reporting and Mergers and Acquisitions, Jennifer's responsibilities include SEC Reporting, acting as a technical accounting resource for Adobe and participating in the merger and acquisition process including the completion of due diligence, purchase price accounting and finance integration. Jennifer has over 10 years of experience in public accounting and the high technology industry. She is a Certified Public Accountant and holds a Masters Degree in Business Administration (MBA) from Duke University.
Mark Bolgiano, President & CEO, XBRL-US  

Mark Bolgiano joined XBRL US as President and CEO in December of 2006.  Previously, he led the technology and online communications teams at the Council on Foundations as Vice President and Chief Information Officer.  Mr. Bolgiano has provided strategic, operational, and program leadership for membership organizations over a twenty-year career distinguished by success in defining and achieving goals using a collaborative, data-driven and member-focused approach.  That career, based on undergraduate and graduate studies in statistics and analysis, and ten years at the Washington Board of Trade focused on applications development, operations, accounting, finance and strategic planning, has focused his attention on transformational technologies as an executive, writer, and public speaker.

Jay Chandran, Partner, Simplex Data Technologies

Jay Chandran has several years of diversified experience in the fields of Finance, Accounting, Business Process Analysis and ERP consulting. He has held senior positions in the Oracle eBusiness Suite Consulting, a regional accounting firm in California and Corporate Controllership in the industry. As the Managing Partner of SimpleX Data Technologies - a managed XBRL service provider company in Los Gatos, California, Jay has been actively involved in the XBRL-US consortium for the last few years. With his domain and technology background, Jay has been instrumental in developing TagezeeTM   that is being used now by SimpleX to render XBRL services to companies filing with the US SEC in XBRL. Jay is a Certified Public Accountant (inactive status) from California and holds a Masters degree in Accounting from Ole Miss.

For information about the recorded archive for this event contact Xtalks at (416) 977-6555 ext 371, or email register@xtalks.com
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