XBRL Filer Training Workshop

December 5th, 2008 posted in Events | No Comments

XBRL US is conducting an in-person training workshop to teach preparers how to create XBRL filings for submission to the SEC.  This hands-on session shows you how to use taxonomies, convert your primary financial statements and block tag your footnotes in XBRL format.

Where, When & How Much:

  • New York City (The Westin New York at Times Square)
    Tuesday, December 16, 2008
    $695 for all-day workshop
  • Los Angeles (TBD)
    Wednesday, March 11, 2009
    Price TBD - reserve a seat today
  • New York City (TBD)
    Wednesday, May 20, 2009
    Price TBD - reserve a seat today
  • San Francisco (TBD)
    Wednesday, September 16, 2009
    Price TBD - reserve a seat today

Who should attend? CFOs, Controllers, External Reporting Managers, and finance staff members who have direct responsibility for implementing SEC XBRL filing requirements.

What you will learn

  • How to plan, scope, budget and identify resources to meet the expected SEC mandate
  • How to create an XBRL-formatted financial statement, including footnotes

Workshop agenda

  • Overview of XBRL
  • The SEC rule proposal
  • Planning considerations – filing requirements, timing, resources, software and services
  • Building an instance document – step-by-step
    - Mapping financial statements to taxonomies
    - Creating taxonomy extensions
    - Tagging financial statements
    - Validation
    - Filing XBRL-formatted documents

Requirements: Attendees will be required to bring their own laptops for use during the workshop. Attendees will need to install software applications prior to the workshop – software will be made available online for downloading.

All attendees will leave the workshop with a completed XBRL-formatted financial statement and a repeatable step-by-step guide.  Preparers can register for the workshop at http://xbrl.us/events/Pages/training.aspx.


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