Kurt Cagle is an Information Architect for Avalon Consulting (http://www.avalonconsult.com) specializing in XML databases (MarkLogic, eXist-db), archival, content management, and community systems. He serves on the W3C in the XForms and HTML working groups as an Invited Expert, and runs XMLToday.org, a news and technology site focusing on XML related issues, and will be launching a new site targeting the Drupal CMS shortly. He's written seventeen books on XML technology (with another on HTML and SVG on the way) and has written extensively on web and business standards, including XBRL, for several years.
Bill Donoghoe is a Sydney based independent XML consultant with over 25 years experience in various senior software development roles across a variety of industry sectors including Publishing, Airlines, Manufacturing, Military and Communications. Recently, he designed an XBRL Taxonomy maintenance system and mapping tools for the Australian Prudential and Regulation Authority that has been used to create XBRL Taxonomies for over three hundred and fifty forms.
Christian Dreyer CFA is President of XBRL CH, the provisional jurisdiction of XBRL International in Switzerland. (“CH” stands for Confoederatio Helvetica, Latin for Swiss Confederation, the official name of Switzerland). Christian is a past president of the Swiss CFA Society, a 2000-member-strong association of finance professionals in Switzerland. He is Managing Partner of Tertium datur AG, an advisor specializing in pan-European pension funds. He is also on the IASB’s Strategic Advisory Council for XBRL and publishes the European Pensions //iorp.eu blog.
CJ Fonzi Serves as Manager of the Impact Reporting and Investment Standards (IRIS). CJ focuses on continuous improvement of the IRIS framework, as well as the development and maintenance of a secure repository of IRIS data from organizations that span sectors and national boundaries. Before joining the GIIN, CJ was based in New Delhi India serving as the Manager of Monitoring and Evaluation for the Clinton Foundation. Previously, CJ has worked for Endeavor in South Africa and led a for-profit social enterprise initiative for DuPont in India. Early in his career CJ helped to get a VC backed technology startup off the ground; he has also managed implementations of several large scale software systems. CJ holds a BS in Information Technology from Rensselaer Polytechnic Institute and a MBA in Sustainable Global Enterprise from Cornell University.
Ralf Frank is Managing Director of DVFA Society of Investment Professionals in Germany, a professional association of fund managers and financial analysts. He is a member of the Board of XBRL Germany and between 2008 and 2009 was member of the XBRL International Steering Committee and also Chair of XBRL International’s Best Practices Board. Currently, Ralf is focused on mainstreaming of ESG data (environmental, social and governance) and Integrated Reporting. He can be contacted by mail [link to: rf@dvfa.de].
Gianluca Garbellotto is a globally acknowledged expert on the business and technical aspects of 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, a Founder Member of the OpenFiling Association and a member of the Institute of Management Accountants (IMA) XBRL Advisory Group.
Scott Gaul is the Director of Analysis and Product Development Manager at MIX. He joined MIX in early 2006, working as analyst for Eastern Europe and Central Asia and East Asia and the Pacific. Prior to joining MIX, Scott worked on interest rate risk management and asset/liability management issues for banks and other financial institutions, including the World Bank. He also has experience at a leading microfinance institution in Kyrgyzstan. As Director of Analysis, Scott manages the production, design and innovation of analysis products for MIX, along with leading MIX's industry research efforts. In addition, Scott researches, develops, and operationalizes new information products and data supply chain innovations that serve MIX’s mission, business priorities and client information needs.
Javi Mora Gonzálbez, Javi Mora was born in Muro del Alcoy (Spain) on December 29th, 1981, he is Engineer in Computer Science and also in Telecommunications by the University of Valencia. Javi worked at the Institute of Robotics (IDEAFIX group) of the University of Valencia where he researched on XML vocabularies (XBRL, HL7, EDXL, etc.). He has also worked at the company TISSAT S.A. as a Java developer. In 2007 Javi joined the XBRL Spain Association as a Technology Coordinator, and since 2008 he is the manager of the Association
Vinod Kashyap is the Director of NextGen Knowledge Solutions Private Ltd. (http://www.nextgenknowledge.com/), which is engaged in the business of conducting training courses for banks, corporations and finance professionals in India.
Dr. Bodo Kesselmeyer, CPA, is managing partner of anuboXBRL GmbH & Co. KG Munich. He has been a member of the board of XBRL Germany since 2008 and chairs the IFRS Working Group of XBRL Germany and the IFRS Working Group of XBRL Europe. The views expressed in this post are solely his own and do not necessarily reflect the opinion of any XBRL jurisdiction or any XBRL Working Group he chairs.
Bob Laux is the Senior Director of Financial Accounting and Reporting at Microsoft Corporation. Mr. Laux is responsible for Microsoft’s financial accounting, including interacting with and responding to accounting standard setters on numerous issues. Financial accounting responsibilities include responding to GAAP questions and issues within Microsoft. He is also responsible for Microsoft’s comment letters on new accounting pronouncements and representing Microsoft at standard setters’ public roundtables. Prior to joining Microsoft in 2000, Bob was an Industry Fellow at the Financial Accounting Standards Board (FASB)
Anne Leslie-Bini is a Paris-based freelance consultant who began her career in capital markets, working for major international banks such as BNP-Paribas and ABN Amro Group. Since 2009, Anne has been acting as an international business facilitator, accompanying European companies who wish to join the XBRL community and take advantage of the many opportunities offered by the technology. She can be contacted by email.
Max Mansur is a senior program manager in his 13th year at SWIFT, currently focusing on XBRL for Corporate Actions and exploring new opportunities in financial securities and reference data. Max has also developed testing and proxy voting services, and implemented trading services using the FIX protocol at SWIFT. Mr. Mansur has over 33 years of experience bridging business development and information technology in telecommunications, system architecture, financial markets, quality assurance, and logistics.
Basile Meunier and Geoffroy de Urtasun are working for THEIA Partners, a consulting company based in Paris, helping banks, investment firms, and financial departments to set up and maintain their business and regulatory information supply chains. THEIA Partners is an active member of XBRL Europe Business Registers Working Group.
Chie Mitsui is a Data Analyst at Nomura Research Institute, where she is helping design NRI's new XBRL-enhanced services. Currently her theme is how to organize and efficiently incorporate information for long-term investment. She previously worked as system designer for information service products at Jiji Press, a Japanese financial news and data distribution company. Ms. Mitsui holds a masters in physics from the Tokyo University of Science, had some knowledge trading information system. Now she is pursuing her MBA in accounting and corporate information.
Caetano Nobre is a Partner at MZ Consult – an investor relations, technology, financial services, and communications consulting firm -- where he focuses on adoption of XBRL by Brazilian companies. He is a member of a working group, joint with the Brazilian Federal Accounting Council, for developing the XBRL Brazil jurisdiction. The views expressed in this post are solely his own and do not necessarily reflect the opinion of any commission, council, government body, or XBRL working group in which he participates.
Amy R. Pawlicki is Director – Business Reporting, Assurance & Advisory Services and XBRL for the American Institute of Certified Public Accountants (AICPA). She is responsible for building awareness and understanding among the AICPA membership of XBRL, and for supporting the efforts of the AICPA XBRL Assurance Task Force. Ms. Pawlicki currently serves as Chair of the XBRL International Assurance Committee.
Dr. Robert Pinsker, Ph.D., CPA (licensed in Virginia) is an Accounting Professor at Florida Atlantic University. He teaches Accounting Information Systems at both graduate and undergraduate level, while emphasizing XBRL knowledge at both levels. He is an academic member of XBRL US; full member to the AICPA; and a member of the American Accounting Associations’ Information Systems and Strategic and Emerging Technologies (chair of the research committee) sections. Robert has published many XBRL-based articles in both practitioner and academic journals. His research has resulted in invited presentations at the Securities and Exchange Commission, IASCF (in London), local and regional CPA chapters, local chapter of the Financial Executives Institute, as well as several conference and university presentations. Currently, Robert is focused on building custom taxonomies to assist organizations in harnessing XBRL’s internal and external reporting benefits at low cost. He can be contacted by email: rpinsker@fau.edu.
Gary Purnhagen has been at the intersection of the SEC’s modernization initiatives, technology, operations, marketing and sales for over 20 years helping issuers – public companies, and investment management firms and their service providers – investment banks, law firms, and financial printers respond and take advantage of regulatory and technology changes. Responding to the SEC’s championing XBRL; Gary became actively involved in advocating for the adoption of the open standard and education of the filing community of XBRL in the early 2000s through the mandated phase-in. He directed the development, operations, marketing and sales of two different XBRL offerings by filing agents. He is now consulting with filers, service providers and technology companies in preparing for the next challenges and opportunities that exist with the SEC’s mandate and XBRL in general. He can be reached at gpurnhagen@yahoo.com
Qinlin Luo is the founder of Prime Aim Technology (http://primeaim.com), an innovator on the consumption side of XBRL, based in Pittsburgh, Pennsylvania. With a single relational XBRL database on the Cloud, application developers and end users can consume XBRL data with little knowledge of XBRL. Before he founded Prime Aim, Qinlin has been working on Web-based systems development and enterprise database administration. He has also been a corporate financial analyst for 2 years. Qinlin holds B.A. in Accounting, M.S. in Public Policy and Management and MBA in Finance.
Chantal Rassart is Co-Chair of the Taxonomy Committee at XBRL Canada and an Associate Partner at Deloitte. She can be contacted by email.
Jack Roehrig is the Executive Director of RIXML.org, a not-for-profit XML-based Research data tagging standards organization. Jack has over 30 years experience in the Research packaging and distribution business. RIXML.org is a Direct Association member of XBRL.org.
Olivier Servais has been the Director of XBRL Activities of the IFRS Foundation (the oversight body of the IASB) since April 2007. He is also a Member of the XBRL International Steering Committee (ISC) and the Chair the Nomination Committee of XBRL International, and a Member of various working groups of XBRL International, at the European Committee of Central Balance Sheet Data Offices (ECCBSO) and at the European Banking Authority (EBA).
Barry W. Smith With years of expertise in applying the FIX Protocol, Mr. Smith through his firm, CarveOut Partners, had begun researching XBRL to see how the standard will apply to the investment world and further advance the “electronification” of financial markets. With industry guidance and participation Mr. Smith had founded XBRLglobal™ - XBRL’s educational and informational global quarterly journal to further educate and advance the adoption of XBRL.
Paul Snijders was amongst the first members of XBRL, is co-founder and vice chair of the Dutch jurisdiction of XBRL International, and one of the driving forces behind the global adoption of XBRL. Paul has a background in finance and accounting, and is involved in pragmatic implementations of digital reporting on a daily basis. As member of the International Specification Workgroup, chairman of the section Technology of XBRL The Netherlands, member of the Implementation Group of XBRL-UK, the Tools Section of XBRL-Germany, Corep/Finrep, XBRL-GL and the CRAS workgroup, Paul has gained recognition as an expert in definition and deployment of the standard. Paul was founding board member and director of the EU funded 'XBRL in Europe' consortium. He acts as strategic advisor in the assurance working group, Big four accounting firms, regulator implementations and for global software companies.
Wilson So is the Director of Hitachi Consulting Corporation XBRL Business Unit, introducing Hitachi’s XBRL products and consulting services to both the commercial and government sectors and actively contributing to XBRL thought leadership. More
James (Jim) St.Clair is the Director of Government and Healthcare Solutions, a Veteran Owned Small business providing IT Governance, Architecture, Project Management, and managed services, in partnership with superior technology partners. He has 19 years combined experience in management, technology and security for numerous organizations in both government and the private sector. He has served on the Federal Working Group in XBRL-US, and has developed several white papers and presentations in XBRL.
W. David Stephenson, of Stephenson Strategies (Medfield, MA), is a leading Gov./Business 2.-3.0 consultant and theorist. He is currently crowdsourcing the funding to publish his new book, “Data Dynamite: liberating data to transform our world,” which deals largely with strategic use of XBRL and other structured data.
Geoffroy de Urtasun and Basile Meunier are working for THEIA Partners, a consulting company based in Paris, helping banks, investment firms, and financial departments to set up and maintain their business and regulatory information supply chains. THEIA Partners is an active member of XBRL Europe Business Registers Working Group.
Joel Vicente is an XBRL Taxonomist at CoreFiling Limited and a leading participant in the establishment of a new XBRL jurisdiction in Portugal. He can be reached by email.
Isabel Villavicencio is both Information and Industrial Engineer from Chile, and has been working in IT for several years in a wide variety of industries and economic sectors. All her experience has led her to realize that IT must be at the service of the people, not the other way around. She has also specialized in Standards and Public Information, worked in the Securities and Insurances Superintendence in the implantation of the XBRL Project. You can contact her at isabel@xtion.cl.
Adam Walaszek is Secretary General of XBRL Poland. He can be contacted by email.
Tammy Whitehouse is a freelance business writer focused primarily on accounting, auditing, tax, XBRL, and other legal and compliance matters. She follows XBRL and taxonomy developments at the Securities and Exchange Commission, the Financial Accounting Standards Board and the International Financial Reporting Foundation, among others.
Mike Willis was the Founding Chairman and is currently Chairman Emeritus of XBRL International and he is a Partner with PricewaterhouseCoopers LLP.
