David Anderman is the Vice President of Marketing and Business Development for RR Donnelley’s Financial Services Group. David oversees all new business initiatives for the Global Capital Markets Division, and has been a leader in the company's XBRL solutions since 2005. Prior to joining RR Donnelley, David held positions in product management and business development at Intuit software company, and also worked as a management consultant. He received his MBA from Stanford University.
Nate Anderson is an XBRL Enthusiast and Product Owner at Rivet Software. He started as a “tagger”; he helped Fortune-500 companies navigate the us-gaap taxonomy, map their financial statements to XBRL elements, and create XBRL to meet SEC rules and XBRL US best practices. Since then, he’s moved into product development. He is currently part of a great team, developing cutting-edge XBRL products, using a common-sense Agile approach. Nate graduated from the University of Southern California in 2009, where he obtained a BA in Interactive Media, and MAcc (Masters in Accounting.) Since graduating, Nate has obtained his CPA license, participated on the XBRL International Examination Certification Board, and is an active contributor to the XBRL Public Discussion Group. His email address isnate.muir.anderson@gmail.com
Jerry Behar is a co-founder and managing director of WebFilings and co-founder of the SEC Professionals Group. He has more than 25 years of senior financial management experience. Jerry was previously the founder and CEO of Financial Intelligence, which assists clients with challenging financial reporting issues, and the CFO of several companies, including Engineering Animation, Inc. and MS2. His email address is jerry.behar@webfilings.com.
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].
David A. Frankel currently presides over the data and analytics business for EDGAR® Online, an RR Donnelley company, bringing 20 years of leadership in sales, marketing and business development at prominent financial information services firms. Prior to EDGAR®Online's acquisition by RR Donnelley in August 2012, he served as its chief marketing officer, overseeing the firm's sales, marketing and product strategy. Mr. Frankel also previously held key executive team positions at Silicon Valley-based and venture capital backed business intelligence technology firm FirstRain and at BNY Jaywalk, the independent research consulting arm of the Bank of New York. From 1993 to 2004, Mr. Frankel was with FactSet Research Systems (NYSE:FDS) where during his tenure he managed the firm's largest geographic sales territory to record growth, led the team that built the foundation for FactSet's current global marketing strategy, and negotiated strategic agreements with key content partners. Mr. Frankel also serves on the board of Alpha Theory LLC, a portfolio risk analytics firm. He is a graduate of the Carroll School of Management at Boston College.
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.
Naveen Garg ACA is the Director of NextGen Knowledge Solutions Private Ltd. (www.nextgenknowledge.com) with over 3 years of hands-on experience of working on five taxonomies. He is also conducting the first & only e-Learning Module on XBRL in India. Prior to joining NextGen, Naveen was a key member of iXBRL team at Barclays. His email address is Naveen.garg@nextgenknowledge.com
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
Chandan Goyal is CEO of Blue Consulting Pvt. Ltd., (India) which provides Finance & Accounts Outsourcing services. He is a Chartered Accountant by qualification having more than 12 years of experience in Taxation, Compliances and Accounting. Under his leadership, Blue Consulting started a separate dedicated division for XBRL conversion in India and successfully completed the filing for more than 150 reputed companies with complete focus on quality. Before starting Blue Consulting in 2007, Chandan worked as Head of Finance in a Multinational Company in Oil & Gas Sector. He can be reached at chandan.goyal@blueconsulting.co.in
Neal Hannon is a Lecturer in the Accounting and Information Systems division at the University Of Kansas School Of Business and an XBRL consultant to companies delivering XBRL services. He has more than twenty years experience in the financial industry, eight plus years of which focused on financial control. Neal is a frequent guest speaker at national and international industry conferences and trade association meetings.
Vinod Kashyap FCA, DISA(ICAI) is the Co-Founder & Director of NextGen Knowledge Solutions Private Ltd. (www.nextgenknowledge.com). With over 25 years of experience in all aspects of accounting and auditing. Currently, Vinod is focused on XBRL & iXBRL conversion & assurance related services at multiple regulators. He is also conducting the first & only e-Learning Module on XBRL in India. His email address is Vinod.kashyap@nextgenknowledge.com
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.
Alexandre LEZMI is a consultant at THEIA Partners and has different experiences in the banking and the asset management industries. He is also animator of XBRL Europe Business Registers Working Group (xEBR WG). He can be contacted by email.
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.
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.
Ariel Markelevich, Ph.D., CMA. Associate Professor of Accounting, Suffolk University. Co-chair, Technical Working Group, XBRL Advisory Committee, Institute of Management Accountants
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.
María Mora is XBRL expert, with experience in XBRL technology since 2005, working in the XBRL Spain jurisdiction for the dissemination of the standard, facilitating training courses and developing XBRL taxonomies for public and private sector. She also is member of several XBRL working groups of the Spanish Financial Community and Corporate reporting, participating in several projects with the most important national regulatory authorities, including the Bank of Spain, supervisory agencies and national accounting associations, leading experience in Financial, Solvency, Corporate and Integrated Reporting arenas. She is active in the international dissemination and development with Formulas and Data Point Model practice in integrated reporting models approaches and since 2011, she is working in Atos Consulting Spain. More at http://www.linkedin.com/in/mariamorarodriguez
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
Timothy Randle is a Director of XBRL Solutions at WebFilings where he provides strategic direction for the implementation and execution of WebFilings XBRL tools and services. Timothy's over 25 years of experience in the software and financial services industry has covered a wide range of technical and educational contributions. Timothy is currently an active member of both the XBRL.US Best Practices Committee and the FASB Taxonomy Advisory Group.
Chantal Rassart is Co-Chair of the Taxonomy Committee at XBRL Canada and an Associate Partner at Deloitte. She can be contacted by email.
Dean Ritz is a Director of XBRL Solutions at WebFilings where he advises on the design and implementation of WebFilings XBRL tools, with special emphasis on verification and automated compliance testing.
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.
Chad Sandstedt is CEO and co-founder of TagniFi (http://www.tagnifi.com), a provider of standardized and as-reported financial data sourced from XBRL. Chad's roles include developing financial data products and listening to customers. Prior to founding TagniFi, Chad founded FetchXL, a provider of financial and market data for Microsoft Excel. Chad is a CFA charterholder and founder of AnalystForum, an online community of CFA candidates.
Michelle Savage, VP, Communications, XBRL US manages the education, marketing, communications and outreach efforts of XBRL US. Ms. Savage joined XBRL from PR Newswire where she focused on developing services to help companies communicate their key messages and information to shareholders and potential investors. During her tenure at PR Newswire, Ms. Savage oversaw the introduction and sales of new services to corporate and agency investor relations executives. Within the XBRL US committee of the AICPA, Ms. Savage served as the vice chair of the Steering Committee as well as the Chair of the Adoption Working Group. Ms. Savage has been intimately involved in developing strategies for XBRL adoption in the US. Previously, she held positions as an equity analyst at Shearson Lehman Hutton and a marketing executive at Pepsi Cola.
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.
Thomas Verdin is the Chair of the XBRL Europe Business Registers Working Group (xEBR) and an active player of the interconnection projects for business registers across Europe. As a consultant, he also participates to major regulatory reporting projects for the banking and insurance sectors, using XBRL in the IFRS, Basel II/III and Solvency II contexts. Thomas is the founder and CEO of THEIA Partners, a consulting company based in Paris, helping financial institutions and companies to set up and maintain their business and regulatory information supply chains.
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.
Susan Yount is an Associate Chief Accountant in the Office of Interactive Data at the U.S. Securities and Exchange Commission, where she works to make financial disclosures accessible through the application of structured data. A CPA with more than 20 years of experience, Susan is a frequent speaker on XBRL-related topics. She joined the SEC staff in June 2009, and is currently focusing on taxonomy development, providing guidance for filers, and improving the quality of XBRL data.
