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Financial Services Special Interest Session Proofs of Concept, Pilots, Production

Financial Services Special Interest Session Proofs of Concept, Pilots, Production. Phil Walenga, Director Financial Services UBMatrix, LLC XBRL Regulatory Chair, ISC. Call Report Project. Basel II Capital and Risk Mgt. Reporting. Analysis Demo – Morgan Stanley. Japanese Financial Services.

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Financial Services Special Interest Session Proofs of Concept, Pilots, Production

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  1. Financial ServicesSpecial Interest SessionProofs of Concept, Pilots, Production Phil Walenga, Director Financial Services UBMatrix, LLC XBRL Regulatory Chair, ISC

  2. Call Report Project Basel II Capital and Risk Mgt. Reporting Analysis Demo – Morgan Stanley Japanese Financial Services Underwriter Application New Zealand Stock Exchange Credit Analysis – Case Study Credit Risk and Insurance Chinese Stock Exchange Automate Credit Analysis - Pilot Insurance Regulator XBRL for Stock Exchange Research XBRL for Banks Insurance Security International Financial Reporting Standards U.S. Financial Services Framework Agenda

  3. Australia, New Zealand, UK, France, China, Japan USA: Seattle, Chicago, Iowa, NY, Cleveland, Massachusetts, DC, NC, California CRAS UBmatrix E&Y GAAP IFRS IACB IASCF IAS CSRC NZX IBM S1 AICPA ETM PWC KPMG FDIC

  4. Logistics and Courtesy • Two fifteen minute breaks • 10:30 – 10:45am and 3:05 – 3:20pm • Turn off cell phones and other devices • Cell phones, pagers, beepers, PDAs, …….. • ?? – Please wait until speaker finishes presentation • Many thanks to Marisa Chung for her excellent work and dedication to managing the conference!

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