Speaker Profiles

Coordinator of the XBRL Network of the Committee of European Banking Supervisors, an European Institution oriented to harmonize the Banking Supervision frameworks and best practices in Europe, delivering the XBRL implementations of COREP (Basel II) and FINREP (IFRS) reporting frameworks, used in more than the half of the European Countries.

 After completion of a MSc. in Computing Engineering in the Polytechnic University of Madrid, he works in a Consultancy firm and joins the Bank of Spain near 30 years ago. He also has a Diploma in Financial Economy of the Autonomous University of Madrid.  Mr. Boixo is the Head of International Projects on the Information Systems and Processes Department of the Bank of Spain, and Member of the Information Technology Committee of the European System of Central Banks. Mr Boixo is the President of the Computer Engineers Chapter of Madrid, and member of ISSA and MENSA.

President and CEO, XBRL US

Previously, Mark Bolgiano led the technology and online communications teams at the Council on Foundations as Vice President and Chief Information Officer. Mr. Bolgiano has provided strategic, operational, and program leadership for membership organizations for over a twenty-year career distinguished by success in defining and achieving goals using a collaborative, data-driven and member-focused approach. That career, based on undergraduate and graduate studies in statistics and analysis, and ten years at the Washington Board of Trade focused on applications development, operations, accounting, finance and strategic planning, has focused his attention on transformational technologies as an executive, writer, and public speaker.

Director of Web Technologies
Sun Microsystems, Inc.

Tim Bray managed the Oxford English Dictionary project at the University of Waterloo in 1987-1989, co-founded Open Text Corporation (Nasdaq:OTEX) in 1989, launched one of the first public web search engines in 1995, co-invented XML 1.0 and co-edited "Namespaces in XML" between 1996 and 1999, founded Antarctica Systems in 1999, and served as a Tim Berners-Lee appointee on the W3C Technical Architecture Group in 2002-2004. Currently, he serves as Director of Web Technologies at Sun Microsystems, publishes a popular weblog, and co-chairs the IETF AtomPub Working Group.

Chair, Accounting Standards Board of Canada

Paul Cherry was appointed chair of the Accounting Standards Board in May 2001. He holds a Bachelor of Commerce from Queen’s University and received his CA designation in 1974 at which time he became a Member of the Institute of Ontario. In 1991, Paul became a Fellow with the Ontario Institute and in 2000 he became a Fellow with the Institute of Chartered Accountants of New Brunswick.

Paul has over 25 years experience in public accounting. He has served as Chief Accountant of the OSC, Senior Technical Partner of PricewaterhouseCoopers in Toronto and Director of National Accounting and Auditing Services of Coopers & Lybrand. Paul also served as a Canadian Representative on the International Accounting Standards Committee and chaired the IASC Standing Interpretations Committee from 1997-2001. Paul is also a former member and chair of the CICA Emerging Issues Committee.

Eric E. Cohen is the Global XBRL Technical Leader for PricewaterhouseCoopers. He is one of the original founders of XBRL and the founder and chief architect of the XBRL Global Ledger Framework (XBRL GL). Mr. Cohen also serves as an ambassador of XBRL to other standards organizations, and is currently the Chair of the OASIS Tax XBRL Liaison SC of OASIS Tax XML. Working with the academic community is an important part of the future success of XBRL; Mr. Cohen collaborates with numerous academicians and researchers to facilitate research and study of issues like continuous auditing, data/data level assurance, XBRL and Web services and other important areas. He also supports the XBRL Academic Competition. A noted speaker and author, Mr. Cohen wrote the first major book about the relevance of the Internet to the Accounting profession, "The Accountant's Guide to the Internet", and has written hundreds of articles on XBRL and other relevant areas of accounting and business technology.

Chairman, US Securities and Exchange Commission

Christopher Cox is the 28th Chairman of the Securities and Exchange Commission. He was appointed by President Bush on June 2, 2005, and unanimously confirmed by the Senate on July 29, 2005. He was sworn in on August 3, 2005.

During his tenure at the SEC, Chairman Cox has made vigorous enforcement of the securities laws the agency's top priority, bringing ground breaking cases against a variety of market abuses including hedge fund insider trading, stock options backdating, fraud aimed at senior citizens, municipal securities fraud, and securities scams on the Internet. He has assumed leadership of the international effort to more closely integrate U.S. and overseas regulation in an era of global capital markets and international securities exchanges. He has also championed transforming the SEC's system of mandated disclosure from a static, form-based approach to one that taps the power of interactive data to give investors qualitatively better information about companies, mutual funds, and investments of all kinds. In addition, as part of an overall focus on the needs of individual investors, Chairman Cox has reinvigorated the agency's initiative to provide important investor information in plain English.

Jim Dreyer works in the Global Knowledge Services Organization with PricewaterhouseCoopers LLP. He is responsible for the development and implementation of global financial, analytical and best practice applications for Assurance and Advisory Services for the firm. Jim participates in firm strategy and thought leadership with the use of technology and business case implementation to promote cross line of service revenue enhancement and cost savings for the firm. His experience in information systems development and operations using XBRL information has created one of the largest internal firm use applications called the iDataPlatform. iDP utilizes internal and external XBRL financial content to deliver firm intellectual property, style sheets and public data to cross lines of service business practice groups using a systems oriented architecture (SOA).

Jim has an extensive background in accounting, information systems design, development and operations, financial services audit and consulting. He has been with PricewaterhouseCoopers LLP for 14 years and previously owned an international insurance regulatory consulting firm where he examined for regulators major insurance carriers for statutory solvency and compliance matters.

Mr. Dufresnse, University Graduated Electro-Mechanical Engineer (Burg.ir.)-UG 1974, started his professional career at the National bank of Belgium in 1975.  His complementary studies are: post graduate business administration (KUL), Computed Integrated Manufacturing (Industry-University foundation) and Manufacturing management (IMD-Lausanne).

Gianluca Garbellotto is an internationally known expert on the business and the technical aspects of XBRL and XBRL Global Ledger Framework, and has extensive experience in its implementation in the Government and in the private sector. He is the current Chair of the XBRL Global Ledger Working Group, a member of the XBRL International Consortium 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 contributed significantly to the current release of the XBRL Global Ledger taxonomy and to other official XBRL International technical documents,  and 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 implementations, with a specific focus on ERP systems and XML/XBRL.

Hirofumi Gomi is the immediate former commissioner of the Japanese Financial Services Agency (FSA).

During his time at the Financial Supervisory Agency (the predecessor to the FSA) and at the FSA, he contributed to agencies in restoring financial certainty and dedicated himself to solving problems in the Japanese financial market, including thos associated with non-performing loans (NPLs).  During his years as the commissioners, he decided to introduce XBRL for public company disclosure.  He served as a chief financial regulator for three years (2004-2007) at the FSA in the role of commissioner.

He received degrees in Bachelor of Laws from the University of Toyko, Japan in 1972, and Master of Laws from Harvard Law School, USA in 1981.

Neal Hannon is the Director, Financial Reporting Technologies for the Financial Accounting Foundation (FAF).  Located in Norwalk, CT, the FAF provides oversight and funding for FASB and GASB.  Hannon played a significant role the efforts of the FAF to organize the financial community around improvements to the US GAAP XBRL taxonomy.  Hannon has authored over 60 articles on XBRL and has presented at national and international conferences since 2001.   

Ignacio is one of the most recognized experts in XBRL. He has been working for the XBRL consortium from may 2005 to may 2007 driving the technical activities during that period. In may 2007 he founded his own company (Reporting Standard S.L.) and continues his activities to ensure consistency in the usage and development of the XBRL standard.

Senior Policymaker, Ministry of Finance, Netherlands

Harm Jan van Burg is senior policymaker for the Netherlands Ministry of Finance/ Directorate-General of the tax- and customs administration in The Hague since 1983. He has held several positions, mostly connected to communication. Among these corporate communications, Customs communications, chain management for tax form production and distribution, e-tax services and presently innovation and development. Before the Ministry of Finance he worked for the Dutch post and telecommunications.
During his whole career, Harm Jan was involved in electronic communication. He was responsible for early day's videotext services, the first tax administration website (1995), involved in electronic tax filing and presently the electronic government in the Netherlands.
Presently he is project leader for the national XBRL taxonomy project and vice chair of the intergovernmental management-team for the coordination of E-government development in The Netherlands

Mary Knox is a research director in Gartner Research where she is a member of the banking and investment industry advisory services team. Her area of expertise is financial services, with a specialty in architecture and data management. Her research interests include data architecture, data quality, data management, industry messaging and content standards, service-oriented and event-driven architecture, intelligent connectivity and middleware, business activity monitoring, complex event processing, and business process networks. As part of her research, Ms. Knox has been following the development and adoption of XBRL by the financial services industry for almost ten years.

Ms. Knox has more than 15 years of IT research experience in financial services. Prior to joining Gartner, Ms. Knox was a research manager with Mentis, where she led research on a wide range of financial services technology issues. Ms. Knox has also served as an analyst in the banking equipment division of Trans Data and as an institutional research analyst at Cheyney University of Pennsylvania.

Toshinori Kobayashi is a Director for Enforcement of Corporate Disclosure Division of Financial Services Agency (FSA), the Japanese Government. He is currently responsible for the planning and operating of the FSA's Electronic Disclosure for Investors' NETwork (EDINET) system, and leads the FSA's XBRL project

2003-04 Director-General, Industrial Policy Department, Kanto Bureau of Economy, Trade and Industry, Ministry of Economy, Trade and Industry (METI)
2004-05 Director, Information Services Industry Division, Commerce and Information Policy Bureau, METI
2005-06 Director, International Economic Affairs Division, Trade Policy Bureau, METI
2006-present Director for Enforcement of Corporate Disclosure, Financial Services Agency [responsible for XBRL-EDINET Project]

At Large Representative, XBRL International Steering Committee
Makoto Koizumi is a XBRL consultant at Fujitsu Limited, a member of XBRL Japan, and has led Fujitsu’s Global XBRL Initiatives since 2004 June. He has 3 years working experience on XBRL and the business reporting area.

Joseph Kull is a Director in PwC's Washington Federal Practice. He is a member of PwC's national thought leadership group focusing on solutions to improve public sector budget and financial management and performance. He serves as PwC’s liaison to the Federal financial community and recently chaired the Public Sector Adoption Working Group for XBRL.US. Mr. Kull retired after 32 with the Federal government and almost 20 years as a senior executive. His last position was as the former Deputy Comptroller for Federal Financial Management within the OMB and was responsible for all federal l financial management and systems, and grants management. Previously, Mr. Kull served almost 16 years as the National Science Foundation’s (NSF) Chief Financial Officer (CFO) and Budget Director, and 12 years at the Civil Aeronautics Board as Comptroller and Budget Director. He began his career as an auditor in the New York office of Arthur Andersen & Co. Mr. Kull received his MBA from George Mason University in Virginia and is CPA. He serves on a number of professional boards and committees, chairs or co-chairs professionals conferences and symposia, has testified before Congress, and has made several hundred presentations at various professional events. Mr. Kull has received numerous awards during his career including the Presidential Rank of Meritorious Executive Service Award and the JFMIP Scantlebury award for distinguished financial management leadership.

RIXML.org

Dr. Liu is presently serving as the Chairman and CEO of Global Business Intelligence Consulting Co. (GBICC).  He also is a professor at the College of Computing & Communication Engineering at the Graduate School of Chinese Academy of Sciences, the Chief Scientist and Associate Director of Finance Sciences & Technology Center at Chinese Academy of Sciences.  During the career, he has served as Researcher in Economics Research Center at Iowa State University, Senior Business Analyst at Providian Financial, Consultant/Senior Consultant/Executive Consultant of IBM as well as Worldwide Team Leader of data mining for financial institutions at IGS of IBM, and Executive Vice President at AsiaCorp.

In his career, Dr. Liu has published and presented more than 60 scientific and business articles in economics, risk management, environmental science, applied statistics, civil engineering, IT and financial IT journals, financial and bankers’ professional journals.  

Josef is as an Associate Director in International Auditing and Assurance Standards for Ernst & Young Global.

Prior to this, Josef was the inaugural XBRL Practice Fellow with the IASC Foundation - the parent foundation, created as part of the reorganisation in 2000 to oversee the International Accounting Standards Board (IASB). Josef is the longest serving practice fellow in its 20 year history. In this role he founded the IASC Foundation XBRL Team, which he led from its inception.

As founding Chair of the IFRS Taxonomy Working Group, Josef was primarily responsibility was to coordinate development of the core IFRS-based XBRL taxonomies and their support applications and to initiate and direct IFRS XBRL-based projects.

He is currently chairman of the IASB IT Discussion Group and the IASB’s representative to the European Committee of Central Balance Sheet Data Offices (ECCBSO). He is XBRL project leader for the ECCBSO Third Working Group’s IFRS projects.

Josef is a former Chairman of the XBRL International Domain Working Group and was an Interim XBRL Standards Board member.

Josef graduated with a BCom and LLB from the University of Auckland. He is a New Zealand Chartered Accountant, as well as a Barrister and Solicitor of the High Court of New Zealand.

Paul Madden, Programme Manager, Standard Business Reporting, Treasury

Paul Madden is the Programme Manager for Standard Business Reporting which is being led from within the Australian Treasury. He is responsible for the overall programme including design, development, stakeholder relationships and management, and implementation. Paul also co-ordinates the work of teams in the other agencies in this multi government agency programme.
Prior to taking up this role, Paul was a First Assistant Commissioner with the Australian Tax Office responsible for the overall design (systems and business process) of a major transformation program, as well as developing business and systems designs to support policy and administrative reforms with a client and staff experience focus.
Within the Tax Office, Paul also had responsibility for Whole of Government service delivery and interoperability, and was the ATO’s Business owner for On-line Security and Authentication Processes. He was a member of the OECD Taxpayer Services Group and responsible for adoption of open standards for compliance reporting and record keeping.
Paul played a major role as the Project Manager for systems delivery of a major Tax Reform in 2000, and has since led subsequent reform projects and has managed the ATO's overall systems development function.

Cameron McInnis is a Manager in the Corporate Finance Branch of the Ontario Securities Commission.  He joined Corporate Finance in June 2003 and leads a team of individuals in carrying out various activities of the Branch, including conducting prospectus and continuous disclosure reviews of reporting issuers as well as addressing various policy issues.  Cameron previously served as Associate Chief Accountant at both the OSC and the British Columbia Securities Commission, and worked at a major accounting firm for several years prior to that.  Cameron obtained his Chartered Accountant designation in 1993 after graduating from the University of British Columbia with a Bachelor of Commerce Degree. Cameron is Chair of the Canadian Securities Administrator’s XBRL Working Group.  This working group is responsible for establishing and administering the Canadian XBRL voluntary filing program.  This program allows public companies in Canada to voluntarily file their financial statements in XBRL.

Bevan McLeod is an Account Director in Deloitte Australia’s middle market practice known as Deloitte Growth Solutions. Bevan lead’s the implementation of XBRL solutions for Deloitte Australia and its clients. His work to date includes the construction of the Deloitte Taxonomy for producing XBRL financial reports for Deloitte clients as well as the design, construction/selection and implementation of supporting applications including a portal based portal based solution to be rolled out in mid 2008. With a strong interest in emerging technology and being a Certified Practising Accountant, Bevan is a sought advisor to many of Deloitte’s and its client’s financial information management system projects.For his work in XBRL, Bevan was recently crowned “The Deloitte Innovator of the Year 2007”.

Karen "Karrie" McMillan is General Counsel of the Investment Company Institute. She joined the Institute on September 3, 2007. Ms. McMillan, formerly a partner in the Asset Management Group at Willkie Farr & Gallagher LLP, serves as the Institute's chief legal officer, with responsibility for the full range of legal and regulatory matters affecting the Institute and its members, including securities, pension, tax, and international matters. Prior to her tenure at Willkie Farr in 2006, Ms. McMillan served at the SEC's Division of Investment Management from 1991 to 1998; she also helped found the Asset Management Group at Shearman & Sterling LLP in Washington, DC in 1999. Ms. McMillan is a graduate of the College of William & Mary and the University of Virginia School of Law.

Mr. Jean-Luc Menda has been Deputy Director, Policy and Research, in the General Secretariat of the Banking Commission - Bank of France - since March 2004. He is presently supervising the Accounting and the IT divisions and is directly in charge of implementing the COREP and FINREP reporting projects. Since September 2005, he is also member of the Board of XBRL France and was appointed last June as the representative member of the French jurisdiction in the International Steering Committee. In 1991, he joined the off-site supervision Department of the General Secretariat of the Banking Commission, as a Senior Analyst, and took up the position of Division Chief, in charge of Mutual Banks, in 1996. In 1982, he joined the Bank of France as Manager in the External Relations Directorate. In 1989 he was seconded to the International Monetary Fund (Washington D.C.), as Advisor to the French Executive Director. Jean-Luc Menda studied Business and Economics at the Hautes Etudes Commerciales school, and the Institute for Political Sciences in Paris.

Senior Vice President and Principal

Brad J. Monterio, has 20 years of marketing, branding, communications, public relations and product management/development experience working with nationally recognized organizations. A 1988 graduate of Dartmouth College, Mr. Monterio has served in senior positions at Chase Manhattan Bank as Global Marketing/Product Manager for International Private Banking and National Marketing Manager at the Chase Information Center for credit and deposit products.  He was also a Marketing/Product Development Director for Fitz and Floyd, Inc., where he directed international programs for its high-end home furnishings and giftware collections.  Additionally, Mr. Monterio has served in a similar role for Silvestri, Inc., a large seasonal product manufacturer. Throughout his career, Mr. Monterio has managed domestic and international marketing, branding, public relations, advertising, special events, product management and product development programs.  He has particular specialty with start-up businesses and new product launches.

Mr. Monterio joined Colgren Communications Group/colcomgroup in 1997.  His role with Colcomgroup focuses on strategic planning and image development, marketing, product branding, media relations, government affairs, and new business development. Since 1998, Colcomgroup has been providing marketing and communications counsel to the accounting profession.  He advises the American Institute of Certified Public Accountants, Florida Institute of CPAs and California Society of CPAs, among others.  Other clients include those in the technology, financial services and professional services sectors. Mr. Monterio is a member of the American Society of Association Executives and a current member of its Communications Section Council.  Colcomgroup is also involved with the Association of Accounting Marketing.

Chair, 16th XBRL International Conference
Diane Mueller is Vice President, XBRL Development focused on the Financial Services sector Justsystems Canada. She has been designing and implementing products and applications embedded into mission critical financial and accounting systems at F500 corporations for over 20 years. Diane has been actively involved in development efforts of XBRL standard for the past 7 years. She is currently a Member of the XBRL International Steering Committee. She is the chair of the Rendering Technical Working Group, a past at-large member of the XBRL-US steering committee, the past chair of the XBRL/GL working group and a contributor to the Canadian GAAP XBRL taxonomy.

Smt Usha Narayanan is Executive Director in the Securities and Exchange Board of India (SEBI), in charge of Corporation Finance Department and Investment Management Department - Division of Foreighn Instituttional Investors (FIIs) and Custodians.  In her position, she is responsibble for overseeing policies relating to issurance of capital, disclosure in offer documents, continuous disclosures, listing requirements, corporate governance, mergers and acquisitions and portfolio investment by foreign investors.   One of the key initiatives taken by SEBI in the recent past is to enable setting up of a common xbrl enabled corporate filing system by the two major stock exchanges of India.

Mark O'Connor, B.Com, CMA heads up Multi-Access Systems Ltd as Managing Director. Mark is a member of the XBRL GL Working group having participated actively in the development and approval of the various XBRL GL releases of the past 2 years. He has written and published several XBRL articles for the Certified Management Accountants of Canada CMA Management Magazine. Mark is currently providing consulting advisory services on XBRL strategies to the the Government of Canada. Mark's experience includes developing information strategies for government and software technology companies.

Multi-Access Systems Ltd is primarily focused on providing assistance to government and private sector organizations tasked with conceptualizing, designing and improving the use of their business information supply chain.  

Representative from Ireland to XBRL International Steering Committee

   Conor O'Kelly is the Chairman of XBRL Ireland and represents Ireland on the International Steering Committee. He is a Chartered Accountant 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 member of Council of the Institute of Chartered Accountants in Ireland.

Project Manager, International Accounting Standards Committee (IASC) Foundation

Bartosz Ochocki is the co-owner and the Chief Technology Officer of the Business Reporting - Advisory Group Sp. z o.o. (BR-AG). The company’s main activities are consulting services, conducting trainings and software development in the area of business reporting solutions utilizing XBRL.

As the representative of the company Bartosz advises the National Bank of Poland on extending COREP and FINREP XBRL taxonomies and was involved in the development process of the reporting platform for gathering reports from banks. He also helps reporting banks to prepare their human resources and IT systems for new reporting requirements.

As the CTO of BR-AG Bartosz has been leading several projects including analysis of implementation of XBRL based business reporting supply chain for the Warsaw Stock Exchange, showcasing possible use of the standard for EU funds for the Polish Ministry of Finance and Ministry of Regional Development and conducting trainings (National Bank of Austria, commercial banks and software vendors).

Prior to his work for BR-AG, Bartosz was a student-intern at the International Accounting Standards Committee (IASC) Foundation. He participated in implementation of IFRS General Purpose taxonomy into digital reporting standard format of European Committee of Central Balance Sheet Data Offices and took part in XBRL-enablement prototype for New Zealand E-government Programme.

Bartosz graduated from the Poznan University of Economics (Management Department with majors in Capital Investments and Corporate Financial Strategies) where he received a Master’s degree in economics.

In 2005, together with Michal Piechocki, Bartosz won the 5th XBRL International Academic Competition by developing a general purpose XBRL taxonomy based on the Polish Accounting Act for C&I. Currently, Bartosz is the main editor of the Polish GAAP XBRL Taxonomies.

Mr. Olivier Gamache is CEO of Groupe Investissement Responsable (Responsible Investment Group, GIR), the leading francophone extrafundamental service provider in Canada, and champion of the Global Reporting Initiative’s XBRL activities. The Global Reporting Initiative (GRI), a large multi-stakeholder network of thousands of experts, in dozens of countries worldwide, is the most authoritative standardization body for XBRL extrafundamental taxonomies. Mr. Vincent Olivier is chief architect at NBourbaki, the knowledge management and business intelligence firm hired by GIR for the architecture and implementation of its content production and delivery platform and overall ontological and business process modeling. NBourbaki is a member of XBRL Canada.

Paul A. PenlerExecutive Director, Auditing Tools and Techniques, Global Assurance and Audit PracticeErnst & Young LLP 

Mr. Penler is responsible for identifying, evaluating and accelerating the development/ implementation of improved auditing processes and tools.  As part of Ernst & Young’s Global Audit and Assurance practice, Paul focuses on bringing new services and service enablers (e.g. tools) to market.  In this role, his responsibilities include serving clients, authoring thought leadership pieces, participating in industry initiatives and market testing of new services and service enablers. Mr. Penler has presented at numerous international conferences and has been quoted by over 20 publications. 

Mr. Penler leads Ernst & Young’s XBRL Consortium, market outreach and client service activities on a global basis.  Paul has been Ernst & Young’s representative to the XBRL International and U.S. Consortium since its founding in 1999 and has been the Chair of XBRL U.S. and the Vice-Chair of XBRL International (2003-2005).  Paul is currently the co-chair of the XBRL-US Market Outreach Working Group XBRL.    

In addition, Paul has spent over 15 years providing a wide range of assurance and advisory services, in several industries, for clients in the Dallas, Washington D.C. and Cleveland offices of Ernst & Young.  Paul is a CPA, Certified Government Accountant and graduated with a B.B.A. from the University of Texas and a M.S. from the University of North Texas. Paul is based at Ernst & Young’s Global Audit offices in Cleveland, Ohio, USA and can be reached at +1 216-583-8310 or through e-mail at paul.penler@ey.com.

Michal Piechocki holds a Master in Economics degree at the Poznan University of Economics in the field of Capital Investments and Financial Corporate Strategies. Currently Michal serves as Board Member of the Business Reporting – Advisory Group Sp. z o.o. which among other advises to the European central banks on COFINREP XBRL implementation. On behalf of the company he is leading XBRL trainings for numerous commercial banks and SEC filers. He also served as a judge in various XBRL and IFRS-related national and international competitions. As a BR-AG representative Michal is cooperating with XBRL International Consortium by leading XBRL XII trainings at XBRL international conferences. He contributes to the XBRL international working groups and serves as a Taxonomy Editor at the Domain Working Group in the Polish XBRL Jurisdiction. Michal is one of organisers of the International Public Sector Working Group.

As a member of the IASC Foundation XBRL Team Michal contributed to the development of the IFRS-GP XBRL taxonomy and related projects, particularly he coordinated technical side of the ECCBSO project. He was the author of a number of solutions to the technical XBRL issues published by the IASC Foundation XBRL Team and contributed to development of various IFRS-GP extension’s architectures (i.e. Australian AASB/ASX taxonomies).

Michal’s former experience in financial domain comprises of CPA assistant work at one of the auditing companies. Michal was also leading several IT projects at the Poznan University of Economics and various Polish companies.

 http://www.br-ag.eu

Maciej Piechocki holds an MSc in Management and Marketing from the University of Economics in Poznan, Poland where he majored in Investment and Corporate Financial Strategy. He also holds an MSc in Business Administration from the Freiberg University of Technology, Germany with majors in Information Technologies and Information Systems, Accounting and Corporate Governance.

Maciej is the author of the insolvency prediction model commonly used by auditors in Poland for the analysis of financial statements.

Maciej is an initiator of Polish XBRL Jurisdiction and the founding member of the XBRL Poland Association. He is also the chair of the Domain Working Group of this jurisdiction. Also as a member of XBRL Germany he is involved in the taxonomy development based on German GAAP.

Formerly, he was the Head of the Competence Centre Information Logistics at the Chair of Information Systems (Wirtschaftsinformatik) at the Freiberg University of Technology. In the industry related projects of the Competence Centre he was responsible for topics such as data warehouses, business intelligence, ontologies and XBRL concerning the Information Logistics. For his doctoral project he was researching the XBRL business reporting supply chain architecture.

Currently Maciej works as XBRL Project Manager for International Accounting Standards Committee Foundation where he is involved in numerous IFRS and XBRL related projects. His main areas of activities include technological aspects of the IFRS taxonomy development.

Bryce Pippert is a Senior Associate at Booz Allen Hamilton leading technology and process modernization initiatives in the Civil Finance market.  Prior to joining Booz Allen, Bryce held several Director level positions at UBmatrix, Inc.  He was also the past CEO of XBRL Solutions, Inc.  Bryce contributed to the design of the FFIEC’s Call Report Modernization project and has been building and managing XBRL-related technology development projects since 2000 for banks, stock exchanges, audit firms and regulators.  Bryce holds a BA from Wheaton College and is completing his MBA at Columbia Business School.

Trevor is a Fellow of the Institute of Chartered Accountants in Australia (ICAA) and holds a Bachelor of Commerce Degree from the University of Western Australia.

He joined Prudential Finance in Sydney as IT Manager before moving back to Melbourne as Victorian State Manager for a financial services software developer. He then spent 8 years in various roles in the funds management industry with National Australia, Potter Warburg and Merrill Lynch before leaving to take on the General Manager Group Services role at The Micromarketing Group.

Trevor’s involvement with XBRL began in the late 1990’s as part of his eBusiness Manager role with Merrill Lynch and on various ICAA committees. In 2000 the two Australian Accountancy professional bodies (ICAA and CPA Australia) contracted Trevor to advise on the role of the profession in respect of the emerging XBRL standard. He was then invited onto the board of the joint venture vehicle, XBRL Australia Limited, and contracted to manage the promotion and development of the standard from an Australian perspective, which continues to this day.

He has been involved in Public Sector standardisation efforts in Australia at the municipal, State and Federal level for the past two years. He managed the development of the Australian National Annual Reporting Extension to the IFRS XBRL Taxonomy on behalf of the regulators and stock exchange and has been involved in the business case development for a national project to standardise business reporting, which recently received funding of AUD$208 million over the next 3 years. Over the past 18 months he project managed the Victorian EasyBiz Extension Project to completion, which links Federal, State and Municipal agencies together to streamline the application process for licenses, permits and registrations for small and home-based businesses.

He is currently a Director and CEO of XBRL Australia Ltd and an independent consultant to PricewaterhouseCoopers, Red Wahoo Pty Ltd and Sinclair Knight Merz.

Jack Reerink

Jack Reerink
Global company news editor, Reuters  

Jack Reerink is recently became Reuters global company news editor, leading a team of about 600 company news reporters spread around the world. From 2002 through the summer of 2007, he was responsible for corporate news and stock markets in the Asia-Pacific region.

With a decade of financial reporting experience in Chicago’s futures markets and on Wall Street, Mr. Reerink previously oversaw the coverage of the U.S. financial services industry and stock market for Reuters in New York.

 Mr. Reerink holds a Master of Science degree from the Medill School of Journalism, Northwestern University in Chicago and earned a law degree from the University of Amsterdam.

A member of XBRL Australia since its inception in 2002. Previously a Vice-Chair of the XII Education WG and a member of the 2005 IFRS taxonomy development team. Conducted a number of training courses for XBRL Australia and made several presentations at CPA Australia conferences in Western Australia and NSW. Taxonomy author of the ATTX2006 extension of the 2005 release of the IFRS taxonomy and also provided domain expertise. For the past 20 years a lecturer in accounting at Murdoch University.

Currently (1) consulting in XBRL training and taxonomy development, (2) a director of XBRL Australia, (3) an active member of the XII Rendering and Versioning WGs and monitoring the activities of a number of other WGs.

Director General of Banking Regulation at Bank of Spain.
Member of the Advisory Board of XBRL International

Mr. José-Maria Roldán is the Director General of Banking Regulation of the Bank of Spain and member of its Executive Board since October 2000. Since January 2004, he was also previously Chairman of the Committee of European Banking Supervisors (CEBS), and was a past Chairman of XBRL
Spain. He is currently a member of the Basel Committee on Banking Supervision, and the Banking Supervision Committee.

In 2002 and 2003 he chaired the Joint Forum during the tenure of the Basel Committee of Banking Supervision (BCBS). From June 2000 and until July 2001, he was the President of FATF (Financial Action Task Force Against Money Laundering). He also chaired the Banking Advisory Committee (BAC) during 2003.

Solution Architect, Business Development

Workplace, Portal and Collaboration Software

IBM Software Group

Since 16 April 2007, XBRL Team Leader – IASC FoundationThe Mission of the IASCF XBRL Team is to create and provide the framework for consistent adoption and implementation of IFRS standards with an XBRL taxonomy. In his capacity of Team Leader, Olivier is in charge of coordinating all resources for accelerating the implementation and use of IFRS with XBRL. The International Accounting Standards Committee (IASC) Foundation, the oversight body of the International Accounting Standards Board (IASB), is the private sector independent body responsible for the development and promulgation of a single set of high quality international accounting standards, commonly named IFRS. 

Since 1 Feb 2006, Director – XBRL International in Europe During this period, Olivier has been in charge of coordinating all efforts for accelerating the implementation and use of XBRL in Europe. (This position carries forward Olivier’s previous responsibilities as Permanent Secretary of XBRL in Europe). 

Before that and since Feb 2004, Olivier was XBRL in Europe – Permanent SecretaryXBRL in Europe was a pan-European two-year project, financed by the European Commission within the 6th Framework Programme, to speed up the use of XBRL, by increasing awareness and helping national jurisdictions to start and to expand. In those capacities, Olivier has also been

• A Member of the Transparency Consultative Working Group of the Committee of European Securities Regulators (CESR).
• A Member At Large of the XBRL International Steering Committee (ISC) that conducts the strategy of XBRL International.
• A Member of the XBRL pilot Task Force of Eurostat

Olivier Servais  holds a Licentiate’s degree (Ingénieur commercial) in Business Administration and a post-university degree SME Administration, both from ICHEC, Brussels.

Chief engineer of Business Development Department of Takara Printing.

Chair of XBRL Japan Development  Committee.

Member of XBRL International Rendering WG.

Matthew Slavin is an Associate Director and XBRL technical lead working at Ernst & Young.  He is a technologist with E&Y’s Audit Tools and Techniques Group.  Matthew has been a technical advisor, vice chair and active member of the XBRL U.S. Domain, and has assisted in the development and testing of the XBRL U.S. GAAP Taxonomies.  He is currently one of 5 members of the XBRL US Domain Steering Committee which oversees the development of XBRL US taxonomies.

John Stantial is Director of Financial Reporting for United Technologies Corporation, a $40+ billion conglomerate whose businesses include Carrier heating and air conditioning, Otis Elevators, Pratt & Whitney engines, Sikorsky helicopters, Hamilton Sundstrand aerospace systems and UTC Fire & Security Systems. His department is responsible for all statutory filings, including XBRL furnishings, government reports, annual reports and all financial accounting and reporting policies of United Technologies Corporation. John has over 20 years of combined public and private financial experience including previous positions as a Chief Financial Officer of an aerospace manufacturer, Vice President of a Heavy and Highway Contractor, Director of Finance for a cell tower manufacturer and Controller of an aerospace business within the Czech Republic. John graduated from the University of Massachusetts with a BBA.

XBRL-CA representative to XBRL International Steering Committee

William (Bill) J.L. Swirsky FCA, MBA, ICD.D
Bill Swirsky is a Chartered Accountant and a Fellow of the Institute of Chartered Accountants of Ontario <Canada>. He holds a Bachelor of Commerce from the University of Toronto (Rotman School of Management) and an MBA from York University (Schulich School of Business). He is a graduate of the Rotman School of Management’s Director Education Program and has completed the requirements for the Canadian professional director qualification - ICD.D.

Bill retired in 2007, as Vice-President (Knowledge Development) for the Canadian Institute of Chartered Accountants. During his career his responsibilities ranged from qualification education, communications and government relations to commercial portfolios such as continuing education, information/productivity resources, member services and research and development. Most recently he has been responsible for initiatives focused on creating new reporting models and conceptual frameworks for enterprise risk management, governance and innovation/value creation. These have resulted in thought-leadership papers, business-methods patents and informed guidance for measures and metrics of intellectual assets/capital; development of best practices in measurement and disclosure including the MD&A; internal control on financial reporting; compensation discussion and analysis<CDA>; operationalizing XBRL. Bill has been a frequent speaker at national and international conferences, symposiums, workshops and seminars on subjects of strategic planning, innovation, risk management, governance design, conceptual frameworks for performance measurement and disclosure and strategies for dealing with e-reporting and e-filing.

His involvement in organizational governance includes appointments to a number of Boards of Directors and Board Committees including the Ontario Teachers Pension Plan, CanadaHealth Infoway, Griffin Centre, XBRL_Canada, XBRL International Inc, the International Center for Evidence-Based Medicine, the Institute of Corporate Directors (ICD Canada), the ICD_Corporate Governance College, the Illinois Society of CPAs, the American Institute of CPAs, Canada’s National Round Table on the Environment and the Economy Task Force on Capital Markets and Sustainability.

Don Tapscott is an internationally renowned authority on the strategic value and impact of information technology. He consistently predicts the next business imperatives and defines the business models and strategies that the new imperatives require.

He has authored or coauthored eleven widely read books on technology and business and his most recent book was named one of the best books on innovation of 2006 by BusinessWeek.

Wikinomics: How Mass Collaboration Changes Everything explains how businesses can tap the full potential of the emerging networked economy and its self-organized, mass-participatory communities.

Wikinomics is based on the largest investigation of strategic IT in business ever conducted, a project entitled Information Technology and Competitive Advantage.

Don is Chief Executive of New Paradigm and an adjunct Professor of Management at the Joseph L. Rotman School of Management, University of Toronto.

Christian Tregillis, CPA/ABV is a managing director in Kroll's Forensic Accounting & Litigation Consulting group and the national leader of Kroll's Intellectual Property Services practice. Chris and his team perform accounting investigations and analyses of economic and financial issues, often in the context of commercial litigation. Chris has a broad range of experience, including intellectual property disputes, alter ego claims, business and intangible asset valuations, and calculation of economic damages. He has testified as an expert in state and federal courts, as well as arbitrations.

Chris serves on the American Institute of Certified Public Accountants' Forensic and Litigation Services committee, and chairs its Economic Damages Task force. He also served on the Board of Trustees of the Center for Law in the Public Interest and was formerly the Center's Chief Financial Officer. In addition, he has taught a CPA review class and written and spoken for several publications and professional groups on topics within his economics, accounting and financial expertise.

Joep van Amelsfort is managing director of PragmaTools. This company provides various software solutions for both auditors and accountants, such as CaseWare Working Papers and IDEA for Windows.

Joep has started his career with Ernst & Young. After five years of experience in external auditing Joep has chosen to implement specialized audit software packages. Those implementations have been provided with both external auditing firms (including big 4) and internal audit departments.

With his past experience Joep is an expert in various audit software packages, both for financial audit, accounts production as well as IT Audit and also XBRL.
In 2006 he has started a new project to develop the Corporate Permanent Data taxonomy for Belgium.

Marc has worked as a financial auditor and IT auditor and has performed duties in the fields of consultancy, financial auditing and IT auditing.  In his current position Marc at the Tax and Customs Administration The Netherlands (Belastingdienst) he is responsible for the development and implementation of digital reporting based on collaboration and open standards between the market, the tax administration and Dutch government. His knowledge has involved him in leading roles in some of the major XBRL implementations, amongst which the Netherlands Taxonomy Project and the implementation of a COREP XBRL reporting process for a central bank in Europe. Marc is actively involved in the development of XBRL for years, currently as member of the XBRL International Standards Board and as Chair of the XBRL International Rendering Working Group.
Marc has published a number of articles on different XBRL topics, for instance on the COREP project and XBRL assurance. He is an important contributor to the Dutch public debate on the future of the accounting industry and audit innovation.

Yoshiaki Wada is currently Director and the head of financial data center section of the Bank of Japan's Financial Systems and Bank Examination Department. In this capacity, he is responsible for the operation of the bank's financial database system and leading the development of XBRL-based data collection system, which went live in February 2006, and have been evolving gradually. Previous experience includes time with the Information System Services Department, the Secretariat of the Policy Board, and the Budget and Management Office.

He has a BA in economics from Hitotsubashi University, and in his spare time enjoys listening to music on his audio system which he constructed himself. Mr. Wada is also very involved in the Boy Scouts movement.

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.

Peter Wallison is an Arthur F. Burns Fellow in Financial Policy Studies and a Member of theAdvisory Committee on Improvements to Financial Reporting, U.S. Securities and Exchange Commission

As codirector of AEI’s program on financial markets deregulation, Wallison studies banking, insurance, and Wall Street regulation. As general counsel of the U.S. Treasury department, he had a significant role in the development of the Reagan administration’s proposals for the deregulation of the financial services industry. He was also general counsel of the Depository Institutions Deregulation Committee and later served as White House counsel to President Ronald Reagan. His latest book is Competitive Equity: A Better Way to Organize Mutual Funds (AEI Press, 2007).

Professional Experience

• Member, Advisory Committee on Improvements to Financial Reporting, U.S. Securities and Exchange Commission, 2007-present
• Member, Shadow Financial Regulatory Committee, 1991-present
• Partner, Gibson, Dunn, & Crutcher, 1985-1986, 1987-1998
• Counsel to President Ronald Reagan, 1986-1987
• General Counsel of the U.S. Treasury Department, 1981-1985
• Partner, Roger & Wells, 1977-1981
• Special assistant to Governor Nelson A. Rockefeller and counsel during his Vice Presidency, 1972-1976

Robert Walters is a Certified General Accountant (CGA), Certified Public Accountant (CPA), and Certified Information Systems Auditor (CISA), as well as holder of a Master of Business Administration (MBA).  He is a Senior Analyst with the Financial Systems Authority of the Office of the Comptroller General of Canada; an organization responsible for providing functional direction and guidance on financial systems for the Government of Canada.

With his past experience, Robert is an expert in system requirements and definitions, internal control evaluation, and process improvements.  In addition to co-chairing the XBRL International Public Sector Working Group, Robert is governmental representative on the XBRL Canada Steering Committee, and was recently invited to participate on the IASC Foundation XBRL Quality Review Team.

Paul Warren is CTO of CoreFiling, the leading provider of XBRL solutions and services. Since 2000, Paul has played a key role in the development of e-filing projects for major Government departments, including HM Revenue & Customs, the UK Financial Services Authority and the National Bank of Belgium. Paul is a recognised expert on XBRL taxonomy development and is currently working on the Dutch National Taxonomy Project and the US-GAAP Taxonomy Development Project. He has been a long-term contributor to the XBRL community, and is currently chair of the XBRL Versioning Working Group.

Co-chair, International Adoption Track

In addition to her role as an At-Large Representative to the XBRL International Steering Committee, Liv A. Watson is Chair of the XBRL International Jurisdiction Development Sub-Committee and the Vice President of Global Strategy at EDGAR Online Inc, where she is responsible for developing EDGAR Online’s International business development strategy. EDGAR Online is a leading provider of value-added business and financial information on global companies to financial, corporate, and advisory professionals. The company makes its information and a variety of analysis tools available via online subscriptions and licensing agreements to a large user base. She has spent the last 15 years finding new ways to apply her financial and business reporting expertise to technology and her technical expertise to accounting. Working globally with leading market regulators, accounting associations and institutions, Ms. Watson has been instrumental in the creation of the XBRL International framework for the financial and business reporting supply chain. Liv has presented XBRL to a wide range of audiences ranging from international standards bodies to Fortune 500 and speaks with authority about its benefits, potential applications, and broad adoption. Liv authored one of IMA’s most successful CPE courses “Accounting System Technology for the 21st Century”. She has also authored several published articles on future trends of the profession for international publications and journals including Strategic Finance.

Geni Whitehouse, CPA.CITP, CSPM is the Founder of Even a Nerd Can Be Heard, an organization focused on communication skills for accountants and the people who count on them. She is passionate about applying accounting and technology to help businesses achieve their goals.  

Her past experience includes: 

• VP of Sage Software Accountants Network, US
• VP of Product Management for Sage Accpac
• COO of Accounting Software Advisor, an independent reviewer of accounting software solutions www.accountingsoftwareadvisor.com
• COO of Elliott Davis Technology Solutions, LLC – reseller of MAS90, SalesLogix, Navision
• Director, Product Marketing And Strategic Alliances, Navision Software US
• Implementer / Trainer
  • PeopleSoft HR/Payroll/Benefits Administration, National Geographic Society
  • Primavera Project Management Software , Evans Technology, Inc
• Partner, Gross, Duke, and Nelson, CPAs, Atlanta , GA – Tax and Technology Practice
• Began her career with Deloitte Haskins and Sells in the tax department (now Deloitte Touche)

Other Points of Interest :

• Former member XBRL Steering Committee www.xbrl.org
• Graduate of Jeff Justice Comedy Workshoppe, Atlanta, Georgia

Peter Williams

Peter Williams is a Partner with Deloitte, CEO of the newly formed Deloitte Digital, and until recently, was CEO of Australia’s largest Online Mobile and Emerging Technology firm, Eclipse.  Prior to his time at Deloitte Digital & Eclipse, Peter founded Deloitte’s e-business consulting group in Australia in 1996.

Peter is one of Australia’s thought leaders on Innovation and online, mobile & emerging technology.  He has worked with many high profile organisations such as Telstra, CSIRO, Holden, Victorian & Federal Governments and Meat & Livestock Australia. Peter is a sought after commentator on web and technology trends and in 2006 & 2007 has been featured in articles in the Sydney Morning Herald, The Age, BRW and Fast Thinking Magazine.

Peter’s other roles include:

• Chairman of the Deloitte Innovation Council
• Advisory Board Swinburne University, School for Business Innovation
• Board member of Circus Oz.
• Institute of Chartered Accountants – Future of the Profession Thought Leadership Committee.

For the past 4 years, since its introduction, Peter has been voted by peers and Deloitte staff as the firm’s most inspirational partner.

Chair of the Ontario Securities Commission

David Wilson became Chair of the Ontario Securities Commission on November 1, 2005, following an extensive 35-year career in Canada's securities industry. Prior to his appointment for a five-year term as OSC Chair, Mr. Wilson was Vice Chair of the Bank of Nova Scotia and Chair and Chief Executive Officer of Scotia Capital in Toronto. He was responsible for all of Scotiabank's global wholesale banking activities, which included its corporate, institutional and government relationships on a global basis. Previously, Mr. Wilson held a variety of senior management positions with Scotiabank in the areas of investment banking, retail brokerage and corporate finance. He began his career as a financial analyst and in 1971 joined McLeod Young Weir, a predecessor firm to Scotia Capital. During his career, Mr. Wilson has been actively involved in securities regulatory matters in Ontario and across Canada. He was Chairman of the Investment Dealers Association of Canada (IDA), a national self-regulatory organization (SRO), in 1996-1997. He was a founding Director of the Mutual Fund Dealers Association of Canada (MFDA), a SRO for the mutual fund industry, from 1997 to 1998. From 2001 to 2003, he served on the Ontario government's Five Year Review Committee, which reviewed the content of the Ontario Securities Act. Since 2003, he has been advising the Government of Ontario on its work toward the establishment of a common securities regulator for Canada.

Mr. Wisnieski has held a wide variety of leadership positions in his thirty-two year career at the Federal Deposit Insurance Corporation. For the past two decades, he has specialized in the development of comprehensive data systems to support the research and analytical needs of both regulators and bankers.  He also has experience in optimizing the use of state-of-the art data publication processes, having implemented several to make cyclical reporting information readily available to analysts and the public. His experience as a commissioned bank examiner, a researcher and a technology manager uniquely positions to be one of the leaders of the FDIC’s efforts to modernize data collection process.  Mr. Wisnieski has championed adoption of XBRL over the past seven years and to define a new, interagency data business model to improve the manner in which Call Report data is processed.

Greg Zegarowski is president of Financial Leadership Corporation, whose mission is building sustainable success® in companies from start-up to Fortune 100. Services include XBRL consulting and implementation, regulatory and Sarbanes-Oxley compliance, and performance improvement. A former CPA audit partner, Greg has served as CFO of an international medical equipment company. Greg has been a regular presenter on webinars sponsored by XBRL-US in conjunction with the SEC's Voluntary Filing Program.