Tuesday, August 28, 2007

Last week, the SEC's new rule extending the application of their XBRL Voluntary program to risk and reward information for mutual funds came into effect, and several funds decided to file. It is a significant application for XBRL and for the SEC.
http://www.sec.gov/rules/final/2007/33-8823.pdf

Wednesday, August 15, 2007

Seminar – XBRL Canada

The Voluntary XBRL Filing Program of the Canadian Securities Administrators

Where: Sheraton Vancouver Wall Centre, 1088 Burrard Street, Vancouver, British Columbia.

When: October 2, 2007, 9:00AM – 5:00PM

Purpose: To provide an understanding of the benefits and requirements of the CSA Voluntary Filing Program (VFP) and knowledge and skills related to participating in it.

Instructors: Eric E Cohen, PricewaterhouseCoopers
Gerald Trites, CICA, XBRL Canada
A representative of the CSA/BC Securities Commission

Proposed Program:

MORNING SESSIONS: Intended for senior decision makers, as well as those who will be involved in filing under the VFP

9:00 AM – 10:00 AM Breakfast: Background and call to action
- Introduction to the use of XBRL, its global importance, and the SEC (US) program
- Background on the Canadian VFP, its benefits and requirements
- Call to action: Why your company should participate
With special speaker xxx, BCSC

10 AM -11:30 AM What you need to know to get started
- Technical aspects of the CSA program
- SEC (US) filings examples
- The Canadian taxonomy: what and where it is, and why you need it
- Resources for you to get engaged: Software, Services, Web site and other educational and technical resources

Lunch – to be provided on site

AFTERNOON SESSION: Intended for those who will be in charge of or actually preparing the XBRL files for submission under the VFP. This is a hands-on event for participants to learn-by-doing.

12:30 PM – 5:00 PM Working/Tagging Session (limited to 12 with priority for companies who are planning to file on the program. Participants should bring a portable computer[1] and their own financial statements)
- Working with the Canadian taxonomy
- Introduction to XBRL “technical” issues: the terms and tasks
- Introduction to Fujitsu Taxonomy Editor and Instance Document Creator
- Use of Fujitsu to “tag” financials
- Hands-on time: attendees will prepare their own financial statements with assistance from instructors
- Special topics Canadian/US, industry specific and company extensions

To register, please email to gtrites@zorba.ca or call Lucia Ng at 416-977-3222 x526


[1] The Computer should be Windows XP or Vista, with available disk space for loading up to 50 MB of files and sufficient access rights to be able to load software. Registrants will be sent additional requirements in advance as well as instructions to download and prepare their systems.The XBRL Canada Blog