Conference Speakers
Jose M Alonso-Revilla
Telecommunication Engineer graduated from Madrid Polytechnic University. Currently working as Deputy Head of IT at the Comision Nacional del Mercado de Valores (CNMV) and responsible of software development, also Head of the Spanish National Numbering Agency, a department of the CNMV, as well as Chair of the XBRL Spain’s Technology Working Group.
Since 1991 has been Spanish delegate to the Securities Subcommittee of the ISO TC/68 participating actively in the development and implementation of several standards related to the electronic data interchange and STP in the Financial Industry.
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.
Ralf Frank
Ralf Frank, M.A., MBA
Managing Director
DVFA Society of Investment Professionals in Germany
Delegate for XBRL and ESG
EFFAS European Federation of Financial Analysts Societies
Mission:
Ralf Frank’s mission is to improve the usability of financial reporting and financial communication for capital market participants such as asset owners, professional investors and financial analysts through research of the interaction between financial data, reports and reporting instruments and their respective professional consumers.
As a representative of professional associations of investment professionals and as a member a global network of experts Ralf is a proponent of a business and financial reporting paradigm which focuses on the design of flow of communication and data with users’ requirements.
His current focus is on:
- Enhancing Business Reporting with ESG, Extra-financial Reporting, Corporate Governance, risk management, intellectual capital;
- Specific needs and requirements for SMEs in stock markets (Small Caps)
- Intercultural aspects of financial communication.
Ralf has access to a large global network of investment professionals from both sell- and buy-side firms. He is author of several articles and publications on usability of financial communication as well as an appreciated speaker and panellist in Europe and abroad.
He is the past Chair of XII’s Best Practices Board (BPB) and a former member of XII International Steering Committee.
Current professional affiliations include:
Network for Sustainable Financial Markets NSFM
http://www.sustainablefinancialmarkets.net/
EFFAS Commission on ESG
http://www.effas.com/en/cesg.htm
EFFAS Commission on Intellectual Capital
http://www.effas.com/en/cic.htm
CRUF Corporate Reporting User Forum
XBRL Deutschland e.V. (Member of Board)
XBRL Advisory Committee at the IASB
http://www.iasb.org/About+Us/About+the+IASC+Foundation/About+XBRL/About+XAC/About+XAC.htm
Ralf joined DVFA in 2002. He held several senior management positions at a US-American capital goods manufacturer and was Senior staff at a pan-European management consulting firm.
He studied in Brussels, Essen, Manchester and holds an M.A. in Communications from Essen University/Germany and an MBA from Sheffield Hallam University/UK.
In 2005 he finished a postgraduate program in Systemic Consulting & Therapy with the degree Systemic Consultant (SG).
Ralf is 47 years old and married. He has two sons aged 14 and 11.
Paola Fumiani
Paola graduated in Industrial Chemistry in 1981 and the same year joined InfoCamere.
She’s permanent member of the workgroup of the “Associazione XBRL Italia” which has developed the XBRL taxonomy related to the Italian ‘civil code’ providing for the Financial Reporting by the Italian Business Entities.
She joined different EU projects i.e., the EBR – European Business Registers Open Network WINS, BRITE and presently the PEPPOL project, giving assistance for the design of the project communication infrastructure, for the modeling of the security architecture , Web Services and XBRL support
She’s also member of the XBRL EU Business Registers Working Group
Application Designer in InfoCamere for the corporate’s Certified E-Mail System (Italian acronym PEC providing senders with legally valid electronic documentation of the sending and delivery of electronic documents) based on the corporate PKI infrastructure and Digital Signature technology, acts as technical consultant for the adoption of the XBRL standard by the project and its pilot applications in the Italian Business Register
Gianluca Garbellotto
Gianluca Garbellotto is an internationally acknowledged expert on the business and technical aspects of the Extensible Business Reporting Language (XBRL) and XBRL Global Ledger Framework (XBRL GL), and has extensive experience in their implementation in the government and the private sector. He is the current Chair of the XBRL Global Ledger Working Group,, a past member of the XBRL Standards Board, and the XBRL columnist for IMA’s Strategic Finance magazine.
As an active member of various working groups within the XBRL International Consortium he has helped lead the development of XBRL's standards for internal use and has been a strong influence on XBRL's technical specifications. He is a frequent and sought out lecturer and trainer on XBRL and XBRL GL topics.
He has extensive experience in the banking and financial industry as well as in accounting and financial software development and implementation, with a specific focus on ERP systems, consolidation/business intelligence applications and XML/XBRL implementations. His clients' portfolio includes governments in various countries and global companies as well as leading professional, consulting and technology firms.
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.
Andy Greener
Andy Greener is an Enterprise Architect in the Business Customer Unit of Her Majesty’s Revenue & Customs (HMRC - UK), and is also Strategy Architect for HMRC's XBRL-based Company Tax online service. He is a Chartered Engineer and Chartered Information Technology Professional with over 29 years practical experience as a software engineer.
Bodo Kesselmeyer
Dr. Bodo Kesselmeyer is managing partner of anuboXBRL GmbH & Co. KG (www.anubo.com). anuboXBRL is specialized in XBRL - the key technology for capital market information. It offers business and technical consulting -which is independent from XBRL software vendors-, external reporting with XBRL, and internal processes using XBRL. anuboXBRL supports customers in areas such as: the selection and evaluation of XBRL software, technical support during implementation, company specific extensions of XBRL-taxonomies and training. Customers are publically traded companies of all sizes, investor relations service providers, news agencies, public authorities, banks, and investment professionals.
Dr. Bodo Kesselmeyer holds a master’s degree in business & engineering and is a licensed U.S. Certified Public Accountant (CPA). Before joining anuboXBRL he worked for Siemens (Corporate Finance) and the auditing company Arthur Andersen (Audit Technology Services Specialist), among others. Dr. Kesselmeyer is member of the board of XBRL Germany and chairs the IFRS Working Group of XBRL Germany and the IFRS Working Group of XBRL Europe. He is founder of the German XBRL Round Table which is a network of major German associations and authorities in the German capital market. In addition, Dr. Kesselmeyer is a member of several working groups of XBRL International and of the Institute of Certified Public Accountants (AICPA). He has published numerous articles about XBRL with a focus on company internal processes - e.g. redesign of internal processes to generate financial reports, shared service centers, and management accounting and corporate controlling of subsidiaries using XBRL.
Andrew Ling
Andrew Ling works at UBS, where he is the Chief Technology Officer for Equities Research and Sales Asia-Pacific; ensuring that investment in technology allows UBS to manage its business efficiently.
In this role, Andrew covers topics such as monetising research and client relationships, intellectual property protection and entitlements, and content management. He is a member of the board of RIXML.org.
He has worked at UBS for 9years, with previous roles in Equities eProducts, and as Head of R&D for Equity Research. Prior to this, he worked for I/B/E/S International, the research firm. Andrew read Philosophy, Politics and Economics at Lincoln College, Oxford.
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.
Diane Mueller
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.
Conor O’Kelly
Conor O'Kelly is 1st Vice Chairman of XBRL International, the non-profit consortium of over 550 members developing the XBRL Standard. He is the Chairman of XBRL Ireland and represents Ireland on the International Steering Committee of XBRL International. He is a Fellow of the Institute of Chartered Accountants in Ireland with an MSc in IT Management . He has ten years background in global IT managed services, global project management and strategic IT business planning with Hewlett Packard and Ericsson.
Mr. O'Kelly is a past member of Council of the Institute of Chartered Accountants in Ireland.
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 (http://www.ebr360.org), a collaborative organization dedicated to improving the quality and transparency of business information that is reported and used for decision-making purposes. She is also responsible for building awareness and understanding among the AICPA membership of XBRL (eXtensible Business Reporting Language – http://www.xbrl.org), a language for the electronic communication of business and financial data which is revolutionizing business reporting around the world. Ms. Pawlicki also staffs the AICPA Assurance Services Executive Committee, which is focused on providing assurance 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.
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.
Jeff Smith
Jeff Smith is involved with customer strategy and policy within the UK's HM Revenue & Customs and has worked on many of their major computer projects since the mid 1980's. Since 2001 he has acted as an evangelist for the benefits to business and Government of XBRL in enabling process improvement and improving data quality and availability. Jeff represents HMRC on the XBRL UK Consultative Committee and has been a speaker at many XBRL conferences.
Hugh Wallis
Hugh Wallis has overall technical responsibility for standards development at XBRL International. To this role he brings over 30 years of software development experience in fields as diverse as Finite Element Stress Analysis, Transport Vehicle and Operator Scheduling, Compiler development, Operational and Financial Business Modelling, Multidimensional (OLAP) Databases and Business Reporting.
He became involved with the XBRL Consortium in January 2000 while a Software Architect at Hyperion Solutions and was formerly an "At Large" member of the XBRL International Steering Committee, Chair of the XBRL Specification Working Group, Chair of the XBRL-GL Working Group, Chair of the XBRL Canada Domain/Taxonomy Working Group and is a co-editor of the XBRL 2.1, Specification and other XBRL International technical products.
He holds an M.A. in Mathematics from the University of Oxford and an M.Sc. in Computer Science from the Imperial College of Science and Technology, University of London and is an Associate Member of the Canadian Association of Management Consultants. His interests include music, languages (both computer and spoken), genealogical research and techniques, visiting and crossing international borders, and geocaching. He is married and has one very active twelve year old son and two very lazy cats.
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.
