Conference Speakers
Eric Cohen
Eric E. Cohen is one of the original founders of XBRL, and the originator and chief architect of XBRL's Global Ledger Framework (XBRL GL). A past chair of XBRL US and of many working groups within XBRL, he has also served as a liaison between XBRL and other governmental and standards organizations, including OASIS, OCEG, OECD, OMG, W3C and the Standard Business Reporting Forum. Mr. Cohen is a prolific author and speaker, having written or contributed to numerous books and hundreds of articles for the business and professional press and having lectured and trained on XBRL and other accounting technology topics around the world.
Mr. Cohen collaborates with numerous academicians and researchers to facilitate research and study of issues like continuous auditing, data/data level assurance, and other important areas. He also co-founded and supports the annual XBRL Academic Competition. Mr. Cohen is the XBRL Global Technical Leader for PricewaterhouseCoopers. He received his MBA in Public Accounting and Marketing from the Simon School of Management (Rochester, NY). He is a member of the AICPA and the NYSSCPA.
Tushar Das
Tushar Das is Assistant Adviser at the Reserve Bank of India. He is a Certified Associtate in Banking from the ICFAI, has his Masters of Science in Statistics and is a Black Belt in Six Sigma Methodologies. Tushar was felicitated by the Reserve Bank of India for exceptional and exemplary servises to the Bank under the Reward and Motivation Scheme 2009 for XBRL Implementation in the Indian Banking Industry.
Tushar is renowned for his faculty suport and lectures on XBRL in India at the College of Agricultural Banking, the Institute for Development and Research In Banking, the Institute of Chartered Accountants of India and the Securities and Exchange Board of India.
Mr. Das is involved in the following initiatives around XBRL in India:
- RBI's initiative in designing online filing of returns. Designing the architecture, selection of technology, infrastructure and project management are included under the entrusted responsibility.
- Involve in adoption of XBRL in banking industry as a financial reporting standard.
- Leading the Core Group formed for XBRL implementation in Reserve Bank of India
- Design Basel II taxonomy for Indian banks in line with the COREP taxonomy of European Union.
- Involve in designing the taxonomy for financial accounts of banks in India as an extension to the existing C&I taxonomy.
- Design a website for dissemination of XBRL related information for Indian banking industry.
Herman Fischer
For UBmatrix, Inc, Herm is 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.
Chethan Gorur
Chethan Gorur is the Director of Interactive Data at Trintech, a global provider of Financial Governance/Risk/Compliance products, where he leads the product strategy & development efforts for XBRL-enabled Financial Reporting. Prior to Trintech, Chethan was a key member of the XBRL compliance/product strategy team at Microsoft. In that role he was involved in development of XBRL filings, incubating a cloud-based XBRL offering and in leveraging XBRL to power Investor Relation sites. In addition, he has Program Managed initiatives for Biz Talk Server – Microsoft’s SOA platform. Previously Chethan held product leadership positions at i2 technologies and IBM - where he was responsible for overseeing the delivery of Cloud-based/Packaged Enterprise products from incubation to maturity. Based in Dallas, Chethan has background in the product management, technology architecture and delivery of .NET/Java based application platforms in financial reporting & supply chain domains.<?xml:namespace prefix = o />
Mateusz Hojda
Mateusz Hojda is a Chief Information Officer of the Business Reporting – Advisory Group specializing in processes modeling and requirements analysis.. His experience includes International Financial Reporting Standards (IFRS) XBRL projects, XBRL reporting frameworks for state budgetary purposes reporting (SIGFE project in Chile) or XBRL for tax filing (e-Bilanz Project in Germany).
Mateusz served previously as Secretary General of the Association XBRL Poland, where he supported liaison with national and international institutions and advised on XBRL implementation for public organisations.
Mateusz was also a project member of “XBRL in Europe” initiative, where he was responsible for popularization and XBRL awareness raising activities in the European countries.
Mateusz graduated from the Poznan University of Economics where he received Master’s degree and from the Technische Universität Freiberg where he received Diplom-Kaufmann degree.
Josef Macdonald
Josef works with Ernst & Young Global Assurance and Advisory Business Services Group (London), where he is a leader in XBRL advisory services.
Josef has been involved with XBRL since 2000. He is currently a member of the XBRL International Organisation Steering Committee, the IASB’s XBRL Quality Review Team and XBRL UK.
Josef was an XBRL Practice Fellow at the IASB. 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 its 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.
Brad J. Monterio
Mr. Monterio brings more than 22 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 niche expertise in financial services and financial technology sectors, including XBRL; CleanTech and Environmental, Social and Governance (ESG) sectors; accounting services and accounting technologies. He has counseled US and international financial services companies, 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. He helps organizations attract capital through integrated, comprehensive fundraising, financial marketing and communications strategies.
Mr. Monterio is Managing Director of Colcomgroup, Inc. since 1999, 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 at Fitz and Floyd, Inc. He has also managed a proprietary marketing 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 media relations, messaging and positioning, sponsorship/fundraising, and other strategic areas.
He is a member of the Institute of Management Accountants’ XBRL Committee and Chairs it Outreach Working Group 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. He is also a member of the independent XTEND (XBRL Taxonomy Extension Development) Working Group that is tasked with accelerating the development of IFRS taxonomy extensions.
Mr. Monterio is also member of the American Society of Association Executives (ASAE), the Sustainability Working Group, the Global Reporting Initiative (GRI), AccountAbility, and the NY Tech Council. Mr. Monterio regularly speaks and writes on management, transparency, XBRL, 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.
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.
Bartosz Ochocki
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.
Amy R. Pawlicki
Amy R. Pawlicki is Director – Business Reporting, Assurance & Advisory Services (BRAAS) and XBRL for the American Institute of Certified Public Accountants (AICPA). Ms. Pawlicki is responsible for the coordination of AICPA activities related to the work of the Enhanced Business Reporting Consortium, a collaborative organization dedicated to improving the quality and transparency of business reporting. She is also responsible for building awareness and understanding among the AICPA membership of XBRL (eXtensible Business Reporting Language – http://www.xbrl.org and www.xbrl.us), a language for the electronic communication of business and financial information, which is revolutionizing business reporting around the world. Ms. Pawlicki also staffs the AICPA Assurance Services Executive Committee (ASEC), which is focused on providing assurance and related guidance to improve the quality, relevance and usefulness of information, and providing leadership and recommendations which identify and prioritize emerging trends and market needs related to assurance. In this capacity Ms. Pawlicki serves as staff liaison to the AICPA ASEC XBRL Assurance Task Force. Ms. Pawlicki is currently the Chair of the XBRL International Assurance Committee.
As Senior Manager of the BRAAS team, Ms. Pawlicki supported the efforts of the AICPA Special Committee on Enhanced Business Reporting. Prior to her assignment with BRAAS, she worked with the AICPA Member Innovation Team on a number of strategic initiatives related to membership sections, credentials, and technical specializations including business valuation and forensic litigation services.
Before joining the AICPA, Ms. Pawlicki was a Principal of New Business Development with the Timken Company, an international manufacturer of bearings and steel. Her responsibilities included the development and maintenance of a global strategic plan for her business segment, as well as the management of a portfolio of growth projects. She developed financial models and wrote business plans for various projects and affiliations, and acted as project manager for selected ventures.
Ms. Pawlicki graduated Magna Cum Laude from Middlebury College in 1996 with a Bachelor of Arts degree in International Politics & Economics and French. She has since earned a Master of International Management from Thunderbird, The American Graduate School of International Management, and a Master of Business Administration from the Case Western Reserve University Weatherhead School of Management.
Maciej Piechocki
Maciej Piechocki is XBRL Technology Project Manager at the IFRS Foundation, the oversight body of the IASB. He is responsible for the technological development of the IFRS Taxonomy and the coordination of other global IFRS and XBRL initiatives such as the Interoperable Taxonomy Architecture (ITA) project. Maciej is also involved in the IFRS Foundation’s global outreach activities to promote understanding and adoption of IFRSs and XBRL.
Maciej is a member of the XBRL International Standards Board and the Taxonomy Architecture Working Group. He was an initiator of the Polish XBRL jurisdiction and the founding member of the XBRL Poland Association.
Maciej holds a PhD in Economics (dr. rer. pol.) with a major in Management Information Systems, an MSc in Management and Marketing from the University of Economics in Poznan, Poland, and an MSc in Business Administration from the Freiberg University of Technology, Germany.
Maciej is the author of the insolvency prediction model commonly used by auditors in Poland for analysing financial statements and ratios, and has also authored and edited books - “XBRL for Interactive Data: Engineering the Information Value Chain” and “New Dimensions of Business Reporting & XBRL”.
Michal Piechocki
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.
Olivier Servais
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 organisation 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 the XBRL International Steering Committee, the Consultative Working Group of CESR Transparency, and the Eurostat XBRL Pilot Task Force. Mr. Servais holds a Licentiate’s degree (Ingénieur 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.
Michal Skopowski
Michal Skopowski is a Basel II and IFRS expert specializing in COREP and FINREP XBRL taxonomies content model. Michal is a PhD actively researching the banking supervision and reporting frameworks. Michal’s experience contributed to projects at the Polish Financial Supervisory Commission (COREP and FINREP) as well as central banks in the Eastern Europe (monetary and fiscal conditions). His expertise contributed to the Eurofiling FINREP XBRL Taxonomy development and Eurofiling Statistical BSI Taxonomy development projects. Michal counseled also commercial banks in Poland on XBRL solvency reporting taxonomies. He is an author of multiple publications on monetary and fiscal conditions, banking sector and financial system.
Michal is an Assistant Professor at the Poznan University of Economics. He is a speaker at multiple financial supervisory conferences. For his research he received a grant from the Polish Ministry of Science and Higher Education.
Arleen Thomas
Arleen R. Thomas, Keynote Speaker
Senior Vice President, Member Competency and Development
Arleen R. Thomas is Senior Vice President, Member Competency and Development at the American Institute of Certified Public Accountants (AICPA). Ms. Thomas is responsible for leading teams that support the AICPA's members in public accounting, tax and industry. She is also responsible for the areas of the Institute that provide resources, information and guidance to all membership segments, including publications, CPE and professional conferences.
Ms. Thomas has served in various positions at the AICPA, including Vice President of Professional Standards and Services and Vice President of Self-Regulation and the SEC Practice Section. She joined the AICPA as Director of Accounting Standards, serving as the technical advisor to the U.S. representatives on the International Accounting Standards Committee. Ms. Thomas also represents the AICPA on the Financial Accounting Standards Advisory Council.
Prior to the AICPA, Ms. Thomas was a senior manager at KPMG LLP in the department of professional practice. She was also a statistical audit specialist and national instructor for the firm's audit and accounting programs.
Ms. Thomas holds a bachelor's degree in accounting from Metropolitan State College in Denver, Colorado.
Yoshiaki Wada
Yoshiaki Wada is currently Senior Manager of the Global Business Development Group of NTT DATA Corporation’s Public & Financial IT Service Company. In this capacity, he is responsible for the development of a wide range of business possibilities using XBRL and the other recent computer technology.
Before joining NTT DATA, he had been the Director of the Financial Systems and Bank Examination Department of the Bank of Japan until July 2010. In the BOJ, he was responsible for the operation of the bank's financial database system and leading the development of XBRL-based data collection system, which went live in February 2006 and was upgraded to the second generation in March 2010. Previous experience includes time with the Information System Services Department, the Secretariat of the Policy Board, and the Budget and Management Office of the BOJ
As to the activity in the XBRL International, he is a member of the Board of Directors and the liaison to Best Practice Board.
He has a BA in economics from Hitotsubashi University, and in his spare time enjoys listening to music on his audio system which he constructed himself. Mr. Wada is also very involved in the Boy Scouts movement.
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Liv Apneseth Watson
Liv A. Watson is an XBRL Advisor with over 20 years experience in finding innovative ways to bring together technology, accounting and financial & business reporting. She is one of the founders of XBRL International, Inc. Working globally with leading market regulators, accounting associations and institutions, Ms. Watson has traveled to over 80 countries, presented XBRL to a wide range of audiences from international standards bodies to Fortune 1000 companies and speaks with authority about its benefits, potential applications, and broad adoption. She has helped several Companies, Stock Exchanges, Central Banks and Securities& Exchange Commissions with their XBRL Strategy.
Liv authored one of IMA's most successful CPE courses "Accounting System Technology for the 21st Century". She has also published several articles on XBRL for international publications and journals including Harvard Business Review, Strategic Finance. She writes a monthly column of financial and business reporting trends for CPA2Biz. She is the co‐author and contributor author to several books including “XBRL for Dummies” and Governance, Risk, and Compliance Handbook published by Wiley.
Liv is very active in the work of the XBRL International Consortium, and is a member of Boards and Advisory Committees around the world:
- Member of the Board of Directors, MediaTenor
- Member of the Board of Directors, Institute of Management Accountants (IMA)
- Member of IASC Foundation XBRL Advisory Council
- Vice Chair of the Institute of Management Accountants XBRL Working Group
- XBRL International Steering Committee Member
- Vice Chair of XBRL International Membership Working Group
- Past Vice Chair of XBRL International, Inc
- Past Chair of the XBRL US Adoption Committee
- Past Vice Chair of the XBRL US Jurisdiction
- Advisory Board Member – University of Southern Indiana
- Advisory Board Member – University of Albany, New York
- International Journal of Disclosure and Governance Editorial Advisory Board Member
Mike Willis
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.
