STRATEGIES A Presentation by

Size: px
Start display at page:

Download "STRATEGIES A Presentation by"

Transcription

1 STRATEGIES to adopt for smooth ESEF ixbrl Compliance A Presentation by Anuradha RK Product Head, IRIS CARBON 28th March 2019

2 AGENDA ESEF Mandate D The mandate in brief What is XBRL? What is ixbrl? Who needs to comply with the ESEF mandate 5 steps to adopt for smooth ESEF ixbrl X compliance Understanding the Mandate Reviewing Options Narrowing Your Choices A Few Things to Watch Out For Planning your Calendar

3 ESEF: The Need for Structured Data Reporting Number of listed entities 5,300 Average size of an annual report: 165 pages Number of pages EU regulators has to go through in 1 year 874, 500! Needs an army of people! Time taken to go through 874, 500 reports XBRL is machine readable, data can be processed, verified and analysed by machines quickly!? Advert keynote presentation info@iriscarbon.com

4 Step 1: Understanding the Mandate

5 THE MANDATE The European Securities and Markets Authority (ESMA), has mandated digital financial reporting in inline extensible Business Reporting Language (ixbrl) D THE CHANGE PDF Companies were earlier submitting Annual Financial Reports(AFR) XBRL Now they will need to submit these Annual Financial Statements in ixbrl format Advert keynote presentation info@iriscarbon.com

6 THE MANDATE Cont. s SCOPE WHO IS IT FOR? 5,300 listed entities are required to file their AFR in ixbrl format Consolidated financial statements for financial years beginning on or after 1 January Primary Financial Statements: Block tagging of Notes: Detailed tagging of notes: Voluntary Advert keynote presentation info@iriscarbon.com

7 SOME COMMON QUESTIONS Build in house capability? Outsource to experts? Integrate ixbrl with document? Get to ixbrl after the document is complete? How do I pick the right solution? How do I ensure quality? Advert keynote presentation info@iriscarbon.com

8 Step 2: Review Of Options

9 REVIEW OF OPTIONS EXISTING SOLUTION PROVIDER Check if your existing solution provider offers ixbrl Extensions Anchoring Advert keynote presentation

10 REVIEW OF OPTIONS WHEN ALONG WITH AFR PREPARATION You want to complete ixbrl review along with AFR finalization AFTER AFR PREPARATION Don t want to disturb existing AFS preparation and finalization process BY WHOM IN-HOUSE TEAM Have accounting/finance and IFRS expertise Willingness (and bandwidth) to learn and undertake the ixbrl process in-house OUTSIDE EXPERTS Do not have the bandwidth, resources to take ixbrl process inhouse BLENDED Have accounting / finance experts Interest in understanding ixbrl, at least for review / to ensure quality HOW (TOOLS) EMBEDDED SOLUTIONS (ACCOUNTING PACKAGE) Accounting software already has ixbrl creation capability. SPECIALIZED XBRL SOFTWARES Software specifically designed only for ixbrl creation purposes. DISCLOSURE MANAGEMENT SOFTWARES SaaS product with ability to collaboratively create and manage AFR + ixbrl preparation and review. ANY SOFTWARE Advert keynote presentation info@iriscarbon.com

11 TREND ACROSS THE WORLD 100% 90% 80% 70% 98% Market Segmentation- Services Vs Products 94% 90% 80% 72% 66% Service% Product% 60% 50% 59% 41% 52% 48% 43% 57% 40% 30% 28% 34% 20% 10% 0% 20% 10% 6% 2% Advert keynote presentation

12 Step 3: Narrowing Your Choices

13 Qs THAT CAN HELP YOU AS YOU MAKE YOUR CHOICE Does your in-house accounting systems/erp have the ability to generate ixbrl? Are you able / willing to invest time and resources in building ixbrl capabilities/ the mandate? How important is visibility and control of your ixbrl for you? Advert keynote presentation info@iriscarbon.com

14 Step 4: Things To Watch Out For

15 THINGS TO WATCH OUT FOR On-Document Tagging Vs Template Based Tagging Completeness of Tagging Template based tagging is not ixbrl Every disclosure in AFR to be mapped to most appropriate element in ESEF taxonomy (4,662 elements), for the remaining disclosures create extensions Advert keynote presentation

16 XBRL Vs Inline XBRL XBRL is machine readable only ixbrl is both machine readable and human readable (HTML)

17 THINGS TO WATCH OUT FOR Extensions and anchoring Support multiple languages Ability to handle extensions and anchoring in the same solution Ability to view EU taxonomy language labels Advert keynote presentation

18 7 POINTS CHECKLIST 1 XBRL Partner Credentials 2 Customer References 3 ixbrl Training Remember in the end it is your ixbrl filing, and you 4 Expert Assistance are ACCOUNTABLE! 5 Turn Around Time (TAT) 6 Flexi models 7 Future Proof Solutions Advert keynote presentation info@iriscarbon.com

19 Step 5: Plan Your Filing Calendar

20 ESEF ixbrl PLANNING PLANNING YOU FILING CALENDAR Decide Strategy Explore Options Test run using your latest available AFR Finalize Provider & Software Annual Report Ready for Tagging ixbrl Review Ready ESEF Filing At the earliest! T-240 T-210 T-180 T-90 T-0 Advert keynote presentation info@iriscarbon.com

21 TO SUMMARIZE

22 QUICK SUMMARY Determine If You Need To Comply Listed companies When you need to file Understand Your Options Expertise in-house or outsource Tools embedded, XBRL specialized tools, disclosure management solution Timing of ixbrl along with AFR / after AFR A few things to watch out for / check list Tagging On-document Completeness of Tagging 7 point Checklist Extensions, anchoring, EU language labels Pick Your Strategy Plan Your Calendar Advert keynote presentation info@iriscarbon.com

23 ABOUT IRIS CARBON Cloud Platform SaaS reporting platform supporting ESEF taxonomy, Inline XBRL and extensions One Product, Multiple Countries Support clients with XBRL / ixbrl filings in the US, UK, South Africa, Ireland and Italy. Reputed For Quality Consistently ranked #1 for quality of filings based on several independent surveys over the past 3 years End-To-End Offering Disclosure management platform, with XBRL and ixbrl capability. Pick what works best for your organization. 22 Countries +30 XBRL Projects +250 XBRL Experts +5 million Filings 1.5 million Filers

24 Advert keynote presentation

25 THANK YOU! Anuradha RK IRIS BUSINESS SERVICES LIMITED

Observations and practical insights from ixbrl adoption in the UK

Observations and practical insights from ixbrl adoption in the UK Observations and practical insights from ixbrl adoption in the UK SEAN CALLAGHAN Partner, Ernst & Young ixbrl adoption in the UK UK XBRL requirement Challenges faced by preparers Observations from UK adoption

More information

Questions to Consider:

Questions to Consider: Questions to Consider: How might the ixbrl tagging of tax returns and company financial statements be harnessed to deliver benefits to us? Increased Year 2 compliance requirements often result in company

More information

STAFF QUESTIONS AND ANSWERS

STAFF QUESTIONS AND ANSWERS 1666 K Street, N.W. Washington, DC 20006 Telephone: (202) 207-9100 Facsimile: (202) 862-8430 www.pcaobus.org Page 1 of 11 STAFF QUESTIONS AND ANSWERS ATTEST ENGAGEMENTS REGARDING XBRL FINANCIAL INFORMATION

More information

To receive 1.0 CPE credit for this Webinar, participants must:

To receive 1.0 CPE credit for this Webinar, participants must: Automating and Simplifying your External Reporting by Integrating XBRL Ken Pavell & Steve Sheekey Thursday, June 20, 2013 General Information Share the webinar Ask a question Votes (polling questions)

More information

Company Tax Returns: format for accounts forming part of an online return

Company Tax Returns: format for accounts forming part of an online return Company s: format for accounts forming part of an online return Overview From 1 April 2011, for accounting periods ending on or after 1 April 2010, Company s must be filed online. A Company comprises the

More information

XBRL guide for UK businesses

XBRL guide for UK businesses XBRL guide for UK businesses This document provides an introduction for UK businesses to the extensible Business Reporting Language (XBRL) data format and Inline XBRL (ixbrl), the standard form of presentation

More information

Inline XBRL Saving cost and effort for company reporting

Inline XBRL Saving cost and effort for company reporting WHITE PAPER Inline XBRL Saving cost and effort for company reporting Organisations around the world are considering the use of extensible Business Reporting Language to improve the efficiency of financial

More information

The Sage guide to ixbrl

The Sage guide to ixbrl The Sage guide to ixbrl What you need to know about online filing 1 Contents 1.0 Foreword 2.0 Introducing the Sage Guide to ixbrl 2.1 What are XBRL and ixbrl? 2.2 Why ixbrl? 2.3 When will ixbrl be introduced?

More information

QUALITY CONTROL PROCESS FOR TAXONOMY DEVELOPMENT

QUALITY CONTROL PROCESS FOR TAXONOMY DEVELOPMENT AUTHORED BY MAKOTO KOIZUMI, IAN HICKS AND ATSUSHI TAKEDA JULY 2013 FOR XBRL INTERNATIONAL, INC. QUALITY CONTROL PROCESS FOR TAXONOMY DEVELOPMENT Including Japan EDINET and UK HMRC Case Studies Copyright

More information

Request for Feedback and Comments on Options Paper Use of Standard Business Reporting (SBR) for Financial Reports

Request for Feedback and Comments on Options Paper Use of Standard Business Reporting (SBR) for Financial Reports BHP Billiton Limited BHP Billiton Centre 180 Lonsdale Street 15 March 2013 Melbourne Victoria 3000 Australia Manager Policy Development Unit Standard Business Reporting Infrastructure Division The Treasury

More information

Company Reporting in the UK an XBRL Success Story

Company Reporting in the UK an XBRL Success Story WHITE PAPER Company Reporting in the UK an XBRL Success Story The use of extensible Business Reporting Language for company financial reporting in the UK has proved an outstanding success. Some 1.9 million

More information

DETAILS ABOUT XBRL CONVERSION SOFTWARE

DETAILS ABOUT XBRL CONVERSION SOFTWARE DETAILS ABOUT XBRL CONVERSION SOFTWARE Name of Company/Firm: Skorydov Systems Private Limited Name & Designation of contact Person: Dileep Singh (Manager) Anshal Thakur (Manager) Contact Details Registered

More information

In partnership with DEMYSTIFYING XBRL. Produced by the IT Faculty and the Tax Faculty

In partnership with DEMYSTIFYING XBRL. Produced by the IT Faculty and the Tax Faculty In partnership with DEMYSTIFYING XBRL Produced by the IT Faculty and the Tax Faculty inspiring confidence icaew.com/itfac HMRC, XBRL & Corporation Tax E-Filing For submissions made after 31 March 2011

More information

GRI Taxonomy 2013 Launch Webinar

GRI Taxonomy 2013 Launch Webinar GRI Taxonomy 2013 Launch Webinar Amsterdam, 15 th November 2013 Goal and objectives: Introduce the GRI Taxonomy 2013 Encourage GRI reporters to participant in the Voluntary Filing Program Target audience:

More information

Deutsches Rechnungslegungs Standards Committee e.v. Accounting Standards Committee of Germany

Deutsches Rechnungslegungs Standards Committee e.v. Accounting Standards Committee of Germany e. V. Zimmerstr. 30 10969 Berlin Steven Maijoor Chairman European Securities and Markets Authority 103 Rue de Grenelle 75007 Paris France IFRS Technical Committee Telefon: +49 (0)30 206412-12 E-Mail: info@drsc.de

More information

Overview of First Step Program for SEC filers and UBmatrix Report Builder. Darren Peterson Vice President, Product Management

Overview of First Step Program for SEC filers and UBmatrix Report Builder. Darren Peterson Vice President, Product Management Overview of First Step Program for SEC filers and UBmatrix Report Builder Darren Peterson Vice President, Product Management 1 The First Step program focuses on Filer enablement by emphasizing education

More information

ixbrl accounts cutting to the chase

ixbrl accounts cutting to the chase ixbrl accounts cutting to the chase Tax Automation non-executive chairman Donald Drysdale has been vocal in opposing mandatory use of XBRL for CT online filing. However, there comes a time when reality

More information

ITCG conference call July 2014

ITCG conference call July 2014 July 2014 Agenda Paper 1 International Financial Reporting Standards ITCG conference call July 2014 IFRS Taxonomy team The views expressed in this presentation are those of the presenter, not necessarily

More information

2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise

2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise Research Publication Date: 23 July 2009 ID Number: G00169733 2009 Gartner FEI Technology Study: XBRL in the U.S. Enterprise John E. Van Decker Extensible Business Reporting Language (XBRL) will be a requirement

More information

How To Understand And Understand The Emea Contact Centre Outsourcing Market

How To Understand And Understand The Emea Contact Centre Outsourcing Market Brochure More information from http://www.researchandmarkets.com/reports/836643/ EMEA Contact Centre Outsourcing Markets Description: This research service looks at market trends, drivers, and restraints

More information

[41A-03-01] Submission of ixbrl Financial Statements with Corporation Tax Returns

[41A-03-01] Submission of ixbrl Financial Statements with Corporation Tax Returns [41A-03-01] Submission of ixbrl Financial Statements with Corporation Tax Returns Created August 2015 This Instruction provides details of obligations by Corporation Tax (CT) Filers to submit electronic

More information

An Introduction to Greenhouse Gas Data Management: Building Systems for Corporate/Facility-Level Reporting

An Introduction to Greenhouse Gas Data Management: Building Systems for Corporate/Facility-Level Reporting An Introduction to Greenhouse Gas Data Management: Building Systems for Corporate/Facility-Level Reporting Mr. David Rosenheim Ms. Alex Carr The Climate Registry Ms. Deborah Harris ICF International May

More information

Industry Briefing on Central Bank Guidelines on Preparing for Solvency II

Industry Briefing on Central Bank Guidelines on Preparing for Solvency II Industry Briefing on Central Bank Guidelines on Preparing for Solvency II 25 November 2013 Agenda 1. Central Bank Guidelines on preparing for Solvency II 2.Q&A session Central Bank Guidelines on preparing

More information

[Release Nos. 33-9002; 34-59324; 39-2461; IC-28609; File No. S7-11-08]

[Release Nos. 33-9002; 34-59324; 39-2461; IC-28609; File No. S7-11-08] SECURITIES AND EXCHANGE COMMISSION 17 CFR Parts 229, 230, 232, 239, 240 and 249 [Release Nos. 33-9002; 34-59324; 39-2461; IC-28609; File No. S7-11-08] RIN 3235-AJ71 Interactive Data to Improve Financial

More information

Proposal to. The Multistate Registration and Filing Portal, Inc. Against RFI Development of Filing Portal

Proposal to. The Multistate Registration and Filing Portal, Inc. Against RFI Development of Filing Portal Proposal to The Multistate Registration and Filing Portal, Inc Against RFI Development of Filing Portal March 28, 2016 Author: Shailesh Gupta (Vice President) IRIS Business Services Limited Page 1 Contents

More information

Moreketing. With great ease you can end up wasting a lot of time and money with online marketing. Causing

Moreketing. With great ease you can end up wasting a lot of time and money with online marketing. Causing ! Moreketing Automated Cloud Marketing Service With great ease you can end up wasting a lot of time and money with online marketing. Causing frustrating delay and avoidable expense right at the moment

More information

Mr Roger Marshall Acting President EFRAG Board European Financial Reporting Advisory Group (EFRAG) 35 Square de Meeüs 1000 Brussels Belgium

Mr Roger Marshall Acting President EFRAG Board European Financial Reporting Advisory Group (EFRAG) 35 Square de Meeüs 1000 Brussels Belgium * esma European Securities and Markel:s Authority *** The Chair 19 November2015 ESMA/2015/1739 Mr Roger Marshall Acting President EFRAG Board European Financial Reporting Advisory Group (EFRAG) 35 Square

More information

Financial close, consolidation, and reporting Leveraging process alignment and Oracle Hyperion EPM Tools

Financial close, consolidation, and reporting Leveraging process alignment and Oracle Hyperion EPM Tools Financial close, consolidation, and reporting Leveraging process alignment and Oracle Hyperion EPM Tools Deloitte Consulting LLP 11 Today s finance organizations face multiple priorities that include the

More information

IAASB Main Agenda (June 2010) Agenda Item. April 28, 2009

IAASB Main Agenda (June 2010) Agenda Item. April 28, 2009 Agenda Item 8-B Statement of Position 09-1 April 28, 2009 Performing Agreed-Upon Procedures Engagements That Address the Completeness, Accuracy, or Consistency of XBRL-Tagged Data Issued Under the Authority

More information

Business Combinations (Topic 805)

Business Combinations (Topic 805) No. 2010-29 December 2010 Business Combinations (Topic 805) Disclosure of Supplementary Pro Forma Information for Business Combinations a consensus of the FASB Emerging Issues Task Force The FASB Accounting

More information

Quick Solvency II Technical Reporting Guide. Pillar 3: What, Who and When

Quick Solvency II Technical Reporting Guide. Pillar 3: What, Who and When Quick Solvency II Technical Reporting Guide illar 3: What, Who and When Contents Introduction 2 Solvency II in Brief 2 Who will be subject to Solvency II? 3 What are the Solvency II key requirements? 3

More information

FINANCIAL REPORT FILING REQUIREMENTS AROUND THE WORLD PROFILE: Malaysia

FINANCIAL REPORT FILING REQUIREMENTS AROUND THE WORLD PROFILE: Malaysia FINANCIAL REPORT FILING REQUIREMENTS AROUND THE WORLD PROFILE: Malaysia Disclaimer: The information in this profile is for general guidance only and may change from time to time. You should not act on

More information

THOMSON IP MANAGER KNOWING IS INGENIOUS

THOMSON IP MANAGER KNOWING IS INGENIOUS THOMSON IP MANAGER KNOWING IS INGENIOUS DID YOU KNOW? Thomson IP Manager is an all-inone IP management solution. So you don t have to worry about whether your IP data is secure, your processes are optimized,

More information

Business Transformation with Cloud ERP

Business Transformation with Cloud ERP Photo copyright 2012 Michael Krigsman. Business Transformation with Cloud ERP Prepared by Michael Krigsman February 2012 NetSuite sponsored this independent white paper; Asuret does not endorse any vendor

More information

Saas vs. Traditional ERP: Which is Right for You?

Saas vs. Traditional ERP: Which is Right for You? Saas vs. Traditional ERP: Which is Right for You? Eric Kimberling President and Chairman Panorama Consulting Solutions www.panorama-consulting.com Phone: 720-515-1ERP Twitter: @erickimberling 1 Agenda

More information

ixbrl Online Filing Rejection Messages

ixbrl Online Filing Rejection Messages ixbrl Online Filing Rejection Messages A guide to decoding HMRC rejection messages Information Fee Protection Software Magazines Professional Development Contents Background 1 Step 1 - Reviewing the HMRC

More information

G-Cloud II Services Service Definition Accenture Cloud SaaS Implementation Services Google Apps

G-Cloud II Services Service Definition Accenture Cloud SaaS Implementation Services Google Apps G-Cloud II Services Service Definition Accenture Cloud SaaS Implementation Services Google Apps 1 Table of Contents 1. Scope of our Services... 3 2. Approach... 4 3. Assets and Tools... 5 4. Outcomes...

More information

How To Write A Request For Information (Rfi)

How To Write A Request For Information (Rfi) Request for Information No. 15-200-ACCO Litigation Hold & ediscovery Tool Posting Date: November 14, 2014 Event Timeline: This Request for Information (RFI) is issued by Washington State Department of

More information

11/23/2011. PPC Search Advertising. There are Two Key Parts to any Search Engine Marketing Strategy. 1. Search Engine Optimisation (SEO)

11/23/2011. PPC Search Advertising. There are Two Key Parts to any Search Engine Marketing Strategy. 1. Search Engine Optimisation (SEO) PPC Search Advertising Adrian Feane Effective PPC Campaigns and 5 Case Study & Summary Slide There are Two Key Parts to any Search Engine Marketing Strategy. Search Engine Optimisation (SEO). Pay Per Click

More information

Running head: THE IMPACT OF XBRL ON FINANCIAL REPORTING 1. The Impact of XBRL on Financial Reporting. Rikki George Kennesaw State University

Running head: THE IMPACT OF XBRL ON FINANCIAL REPORTING 1. The Impact of XBRL on Financial Reporting. Rikki George Kennesaw State University Running head: THE IMPACT OF XBRL ON FINANCIAL REPORTING 1 The Impact of XBRL on Financial Reporting Rikki George Kennesaw State University THE IMPACT OF XBRL ON FINANCIAL REPORTING 2 The Impact of XBRL

More information

Fuld Skolerapport for Søhusskolen, i Odense kommune, for skoleår 2013/2014 for klassetrin(ene) 9. med reference Tilsvarende klassetrin i kommunen

Fuld Skolerapport for Søhusskolen, i Odense kommune, for skoleår 2013/2014 for klassetrin(ene) 9. med reference Tilsvarende klassetrin i kommunen Side 1 af 41 Side 2 af 41 Side 3 af 41 Side 4 af 41 Side 5 af 41 Side 6 af 41 Side 7 af 41 Side 8 af 41 Side 9 af 41 Side 10 af 41 Side 11 af 41 Side 12 af 41 Side 13 af 41 Side 14 af 41 Side 15 af 41

More information

Fuld Skolerapport for Hunderupskolen, i Odense kommune, for skoleår 2013/2014 for klassetrin(ene) 7. med reference Tilsvarende klassetrin i kommunen

Fuld Skolerapport for Hunderupskolen, i Odense kommune, for skoleår 2013/2014 for klassetrin(ene) 7. med reference Tilsvarende klassetrin i kommunen Side 1 af 43 Side 2 af 43 Side 3 af 43 Side 4 af 43 Side 5 af 43 Side 6 af 43 Side 7 af 43 Side 8 af 43 Side 9 af 43 Side 10 af 43 Side 11 af 43 Side 12 af 43 Side 13 af 43 Side 14 af 43 Side 15 af 43

More information

How to Select a Web Content Management System

How to Select a Web Content Management System How to Select a Web Content Management System What every marketer needs to know! Blending Creativity and Technology to Deliver Better Business Solutions New York. Toronto. Phoenix. Los Angeles. Dubai.

More information

Secured Signing for Documents

Secured Signing for Documents Signing Documents in the Cloud Moving Local Government Forward ALGIM 2011 Annual Conference Mike Eyal TME Consulting Ltd, MD Current Signing Process Agenda Why Sign Documents Online? DS Solutions for Local

More information

Comparison of E-Marketing Solutions for Act!

Comparison of E-Marketing Solutions for Act! XACT SOFTWARE SOLUTIONS LTD Comparison of E-Marketing Solutions for Act! Swiftpage vs. MailChimp 7/2/2013 TO THE BEST OF OUR KNOWLEDGE, THE INFORMATION IN THIS REPORT IS ACCURATE. AS NEW RELEASES BECOME

More information

Managed Services Market in South Africa Mapping Opportunities in the Data Centre and Cloud Markets

Managed Services Market in South Africa Mapping Opportunities in the Data Centre and Cloud Markets Managed Services Market in South Africa Mapping Opportunities in the Data Centre and Cloud Markets January 2012 Contents Section Slide Numbers Executive Summary 4 External Challenges: Drivers and Restraints

More information

Disclosure management: Streamlining the Last Mile

Disclosure management: Streamlining the Last Mile Disclosure management: Streamlining the Last Mile March 2012 Automating and streamlining pervasive manual last mile process and control steps for more effective and efficient reporting At a glance Current

More information

Records Management Perspectives: Developing an effective records management system. Issue 3, 2014. The power of memory www.crownrms.

Records Management Perspectives: Developing an effective records management system. Issue 3, 2014. The power of memory www.crownrms. Records Management Perspectives: Developing an effective records management system Issue 3, 2014 The power of memory www.crownrms.com What is a records management system? All organizations have manual

More information

RECRUITMENT AND HIRING ACADEMIC STAFF/LIMITED. Presented By: The Office of Human Resources

RECRUITMENT AND HIRING ACADEMIC STAFF/LIMITED. Presented By: The Office of Human Resources RECRUITMENT AND HIRING ACADEMIC STAFF/LIMITED Presented By: The Office of Human Resources AGENDA Why has the process been updated? Overview of major changes Authorization Forms Recruitment Process Procedure

More information

The. Interactive XBRL Viewer

The. Interactive XBRL Viewer The Interactive XBRL Viewer Please find the initial XBRL documents for your SEC report data. The goal of this review is to provide feedback on/verify the following: 1. XBRL tags are correct and represent

More information

Service Organization Control (SOC) Reports Focus on SOC 2 Reporting Standard

Service Organization Control (SOC) Reports Focus on SOC 2 Reporting Standard Information Systems Audit and Controls Association Service Organization Control (SOC) Reports Focus on SOC 2 Reporting Standard February 4, 2014 Tom Haberman, Principal, Deloitte & Touche LLP Reema Singh,

More information

NewZapp Managed Service

NewZapp Managed Service NewZapp Managed Service Email Marketing performs at its best when part of a complete digital strategy. Outsourcing your email campaigns to NewZapp gives you the power to focus on other business goals whilst

More information

Franco Furlan Middle and Eastern Europe CoE for Analytics

Franco Furlan Middle and Eastern Europe CoE for Analytics Franco Furlan Middle and Eastern Europe CoE for Analytics 1 Creating Value through Finance Organizations Business Partnership Compliance Financial Planning and Analysis Accounting and Financial Close Treasury

More information

Smart-Content. Web content management outsourcing. Feedgenic, the content management intelligence company

Smart-Content. Web content management outsourcing. Feedgenic, the content management intelligence company Smart-Content Web content management outsourcing Feedgenic, the content management intelligence company SMART CONTENT IS WEB CONTENT MANAGEMENT OUTSOURCING Internet publication requires the consolidation

More information

Estimated Narration Time: 1 minute.

Estimated Narration Time: 1 minute. Hello and welcome to the Texas Early Childhood Professional Development System s Orientation to the Texas Trainer Registry. This presentation has been designed to provide you with a detailed overview of

More information

The objective setting phase will then help you define other aspects of the project including:

The objective setting phase will then help you define other aspects of the project including: Web design At the start of a new or redesign web project, an important first step is to define the objectives for the web site. What actions do you want visitors to take when they land on the web site?

More information

ESMA issues technical advice to the EU Commission on (i) insolvency protection when delegating safekeeping functions and (ii) depositary independence

ESMA issues technical advice to the EU Commission on (i) insolvency protection when delegating safekeeping functions and (ii) depositary independence December 2014 ESMA issues technical advice to the EU Commission on insolvency protection when delegating safekeeping functions and depositary independence For further information on any of the issues discussed

More information

POSITION DESCRIPTION

POSITION DESCRIPTION POSITION DESCRIPTION Job Title: Responsible To: Position Purpose: FINANCIAL ACCOUNTANT Finance and Corporate Services Manger This job exists to: 1) To provide high quality, accurate and timely financial

More information

Streamline Financial Consolidation and Reporting for a Faster Close

Streamline Financial Consolidation and Reporting for a Faster Close SAP Brief SAP s for Enterprise Performance Management SAP Financial Consolidation Objectives Streamline Financial Consolidation and Reporting for a Faster Close Balancing speed and accuracy in financial

More information

New Options for Mutual Fund Managers

New Options for Mutual Fund Managers A Confluence Whitepaper XBRL FILING: New Options for Mutual Fund Managers Updated August 2008 The purpose of this whitepaper is twofold: to help mutual fund professionals understand the significance of

More information

Eclipx Group Limited Risk Management Policy

Eclipx Group Limited Risk Management Policy Eclipx Group Limited Risk Management Policy Date approved: 26 March 2015 Table of Contents 1. Background... 3 1.1 Overview... 3 1.2 Purpose... 3 1.3 Board responsibility... 3 2. Key principles and concepts...

More information

Hidden Supply Chain Risk A Social, Quality, Environmental and Security Challenge

Hidden Supply Chain Risk A Social, Quality, Environmental and Security Challenge Hidden Supply Chain Risk A Social, Quality, Environmental and Security Challenge David Horlock Managing Director, BSI Asia Pacific T: +852 3149 3340 M: +852 9026 1325 Email: david.horlock@bsigroup.com

More information

Planning for a Successful Proxy Process Under the New Rules

Planning for a Successful Proxy Process Under the New Rules Decision Point White Paper Notice and Access Decision Point: Planning for a Successful Proxy Process Under the New Rules Merrill s 2007 Notice and Access Series M E R R I L L C O R P O R A T I O N In the

More information

Michel Prada Chairman IFRS Foundation 30 Cannon Street London EC4M 6XH United Kingdom. 30 November 2015. Dear Michel Prada,

Michel Prada Chairman IFRS Foundation 30 Cannon Street London EC4M 6XH United Kingdom. 30 November 2015. Dear Michel Prada, Michel Prada Chairman IFRS Foundation 30 Cannon Street London EC4M 6XH United Kingdom 30 November 2015 Dear Michel Prada, Comment Letter regarding IFRS Foundation request for views Trustees Review of Structure

More information

Risk Management of the financial Sector. Periklis Dontas Executive Director, Calculus Global Services Aybike Aker - Senior Consultant, FICO

Risk Management of the financial Sector. Periklis Dontas Executive Director, Calculus Global Services Aybike Aker - Senior Consultant, FICO Risk Management of the financial Sector Periklis Dontas Executive Director, Calculus Global Services Aybike Aker - Senior Consultant, FICO Agenda Advisory Services - The future of the financial sector

More information

APPROACHES TO SPEND ANALYSIS AND SOURCING WITH IMMEDIATE ROI THAT NO ONE TOLD YOU ABOUT, UNTIL NOW

APPROACHES TO SPEND ANALYSIS AND SOURCING WITH IMMEDIATE ROI THAT NO ONE TOLD YOU ABOUT, UNTIL NOW APPROACHES TO SPEND ANALYSIS AND SOURCING WITH IMMEDIATE ROI THAT NO ONE TOLD YOU ABOUT, UNTIL NOW Enporion, Inc. September, 2008 www.enporion.com TABLE OF CONTENTS Introduction... 3 With benefits like

More information

SOUTHERN AFRICAN INSTITUTE FOR BUSINESS ACCOUNTANTS. Guide to Continuing Professional Development

SOUTHERN AFRICAN INSTITUTE FOR BUSINESS ACCOUNTANTS. Guide to Continuing Professional Development SOUTHERN AFRICAN INSTITUTE FOR BUSINESS ACCOUNTANTS Guide to Continuing Professional Development Continuous professional development (CPD) is a mark of professionalism. Clients, banks, state agencies and

More information

Outsource, Cosource, or Insource The Primer

Outsource, Cosource, or Insource The Primer Outsource, Cosource, or Insource The Primer Patricia Boepple SVP Global Client Solutions Global Shares Christopher Dohrmann Executive Director Business Development USA Accurate Equity Marianne Snook, CEP

More information

C O N S E N T I N G A D U L T S? T A C K L I N G T H E C H A L L E N G E S O F E L E C T R O N I C D E L I V E R Y O F 3 9 2 1 / 3 9 2 2 (PA R T I)

C O N S E N T I N G A D U L T S? T A C K L I N G T H E C H A L L E N G E S O F E L E C T R O N I C D E L I V E R Y O F 3 9 2 1 / 3 9 2 2 (PA R T I) C O N S E N T I N G A D U L T S? T A C K L I N G T H E C H A L L E N G E S O F E L E C T R O N I C D E L I V E R Y O F 3 9 2 1 / 3 9 2 2 (PA R T I) As with any new regulation, from the IRS or anywhere

More information

Marketing Guide for Authors

Marketing Guide for Authors Marketing Guide for Authors About Marketing at Wolters Kluwer Wolters Kluwer has a reputation for delivering authoritative content that delivers vital insights and guidance from subject matter experts.

More information

A COMPLETE GUIDE HOW TO CHOOSE A CLOUD-TO-CLOUD BACKUP PROVIDER FOR THE ENTERPRISE

A COMPLETE GUIDE HOW TO CHOOSE A CLOUD-TO-CLOUD BACKUP PROVIDER FOR THE ENTERPRISE A COMPLETE GUIDE HOW TO CHOOSE A CLOUD-TO-CLOUD BACKUP PROVIDER FOR THE ENTERPRISE Contents How to Buy Cloud-to-Cloud Backup...................... 4 Wait What is Cloud-to-Cloud Backup?.....................

More information

An insight guide. Contact centres: Hosted vs on-premise

An insight guide. Contact centres: Hosted vs on-premise An insight guide Contact centres: Hosted vs on-premise Choosing the right contact centre solution... A contact centre operates at the core of a business, representing its values and reputation. As such,

More information

Content Marketer s Blueprint Prepared for Cloud Backup

Content Marketer s Blueprint Prepared for Cloud Backup MARKETING RESOURCES Content Marketer s Blueprint Prepared for Cloud Backup Strategy Prepared By: IMR + Cloud Backup Contact Your Strategist: Max Traylor, mtraylor@imrcorp.com Welcome Welcome to your Content

More information

Enterprise Mobile Solutions

Enterprise Mobile Solutions Enterprise Mobile Solutions Sanjay Mamani Director Mobile Applications & Web Development Bridgetree BRIDGETREE, Inc. USA smamani@bridgetree.com www.bridgetreeresearch.com Enterprise Mobile Solutions Mobile

More information

COREP/FINREP A Technical Insight. 26 June 2013, London

COREP/FINREP A Technical Insight. 26 June 2013, London COREP/FINREP A Technical Insight 26 June 2013, London PRESENTERS COREP/FINREP OVERVIEW AND TECHNICAL BRIEFING Josef Macdonald External Consultant Michal Skopowski External Consultant COREP EXPERIENCE Richard

More information

What does the future hold?

What does the future hold? Financial Planning What does the future hold? July 2012 Agenda Understand the drivers of change and what this means for Financial Planners (FPs) International Regulatory Trends What could happen in SA?

More information

CBI Product Factsheet: Human resource services in the UK

CBI Product Factsheet: Human resource services in the UK CBI Product Factsheet: Human resource services in the UK Practical market insights into your product Human Resource (HR) departments in the UK are becoming smaller. This is predominantly the result of

More information

MAKING YOUR ORGANISATION S INFORMATION ACCESSIBLE FOR ALL IMPLEMENTING THE GUIDELINES FOR ACCESSIBLE INFORMATION

MAKING YOUR ORGANISATION S INFORMATION ACCESSIBLE FOR ALL IMPLEMENTING THE GUIDELINES FOR ACCESSIBLE INFORMATION MAKING YOUR ORGANISATION S INFORMATION ACCESSIBLE FOR ALL IMPLEMENTING THE GUIDELINES FOR ACCESSIBLE INFORMATION project has been funded with support from the European Union. publication reflects the views

More information

CLOUD COMPUTING READINESS CHECKLIST

CLOUD COMPUTING READINESS CHECKLIST CLOUD COMPUTING READINESS VOLKER RATH VOLKER RATH 1 CONTENTS HOW SHOULD THIS GUIDE BE USED? 2 WILL MY COMPANY BENEFIT FROM 2 TRANSITIONING SERVICES TO THE CLOUD? CLOUD READINESS OVERVIEW 3 SECURITY CONCERNS

More information

AUDIT COMMITTEE BEST PRACTICES CHECKLIST

AUDIT COMMITTEE BEST PRACTICES CHECKLIST AUDIT COMMITTEE BEST PRACTICES CHECKLIST General 1. Members have the appropriate predefined qualifications to meet the objectives of the audit committee s charter, including appropriate financial literacy.

More information

IBM Global Services Foundation Human Capital Management

IBM Global Services Foundation Human Capital Management IBM Global Services Foundation Human Capital Management The Human Capital Touch 2 Foundation Human Capital Management The Human Capital touch Efficiency. Flexibility. Responsiveness. Three qualities any

More information

10 Steps Process to your LMS

10 Steps Process to your LMS Implementing an Learning Management System 10 Steps Process to your LMS CapitalWave Inc. White Paper September 2010 1 Table of Contents: LMS Steps 1 4: Analysis Training Department Analysis The Vendor

More information

EVALUATION OF PROPOSED COSTS AND FINANCIAL GRANT MANAGEMENT CAPABILITIES: RESEARCHER GUIDELINES AND RESOURCES

EVALUATION OF PROPOSED COSTS AND FINANCIAL GRANT MANAGEMENT CAPABILITIES: RESEARCHER GUIDELINES AND RESOURCES EVALUATION OF PROPOSED COSTS AND FINANCIAL GRANT MANAGEMENT CAPABILITIES: RESEARCHER GUIDELINES AND RESOURCES The Water Research Foundation, in discharging the public trust through both subscriber and

More information

www.networkcommunicationsnews.co.uk media information

www.networkcommunicationsnews.co.uk media information media information background Network Communications News (NCN) is the premier title for network infrastructure installers, specifiers, integrators and network managers. As an exclusive monthly title, the

More information

Why Finance Should Automate Management & Regulatory Reporting Processes

Why Finance Should Automate Management & Regulatory Reporting Processes May 25, 2016 Why Finance Should Automate Management & Regulatory Reporting Processes connecting senior-level financial executives since 1931 CPE Credits Today s webcast is worth 1 Continuing Professional

More information

All those working in Unipol are jointly employed by Unipol Student Homes and the University of Leeds.

All those working in Unipol are jointly employed by Unipol Student Homes and the University of Leeds. Unipol Student Homes Digital and Social Marketing Coordinator Full time fixed term for two years This exciting and challenging new post reflects the high priority we are giving to expanding Unipol s digital

More information

UCPath Change Management Strategy for UC San Diego. July 2013

UCPath Change Management Strategy for UC San Diego. July 2013 UCPath Change Management Strategy for UC San Diego July 2013 Overview Background Key Components Approach & Methodology Change Network Framework For Action Challenges Resources & Tools Summary Table of

More information

Making Collaboration Work in Your Financial Consolidation and Disclosure Processes

Making Collaboration Work in Your Financial Consolidation and Disclosure Processes A BPM Partners White Paper Making Collaboration Work in Your Financial Consolidation and Disclosure Processes June 2011 Research Supported by: 2011 BPM Partners, Inc. All material contained in this document

More information

W H I T E PA P E R. Cloud Migration Methodology -Janaki Jayachandran (Director of Technology) a t t e n t i o n. a l w a y s.

W H I T E PA P E R. Cloud Migration Methodology -Janaki Jayachandran (Director of Technology) a t t e n t i o n. a l w a y s. W H I T E PA P E R Cloud Migration Methodology -Janaki Jayachandran (Director of Technology) a t t e n t i o n. a l w a y s. T A B L E O F C O N T E N T S Introduction Cloud - Is it real or hype? 3 Attributes

More information

CaseWare Accounts Production CaseWare Corporation Taxx

CaseWare Accounts Production CaseWare Corporation Taxx CaseWare Accounts Production CaseWare Corporation Taxx Faster, More Efficient Financial Reporting GAAP - IFRS - FRS 101 - FRS 102 www.caseware.co.uk www.caseware.ie +44(0)1622 355200 Gain Unparalleled

More information

South African Managed Services Market

South African Managed Services Market Brochure More information from http://www.researchandmarkets.com/reports/1533761/ South African Managed Services Market Description: South Africa's managed services market is at its infancy stage and is

More information

XBRL Interoperability through a Multidimensional Data Model

XBRL Interoperability through a Multidimensional Data Model XBRL Interoperability through a Multidimensional Data Model IADIS INTERNATIONAL Conference on Internet Technologies & Society CITS 2011. Shanghai, China December. 8th-10th 2011 Ignacio Santos & Elena Castro

More information

Hosted Exchange for Business

Hosted Exchange for Business Your complete guide to Hosted Exchange Hosted Exchange for Business 1 Table of Contents Hosted Desk- 3 What is Hosted Exchange? 3 What are the benefits of Hosted Exchange? 4 How easy is it to migrate to

More information

MARKETING AND COMMUNICATIONS

MARKETING AND COMMUNICATIONS MARKETING AND COMMUNICATIONS Faculty of Business and Law Faculty Web Officer Full Time, Permanent Grade E: 24,766-30,424 De Montfort University (DMU) is a University of quality and distinctiveness, known

More information

SERENIC HCM PAYROLL & HR

SERENIC HCM PAYROLL & HR Built on Microsoft Dynamics NAV Serenic Human Capital Management, or HCM, is a suite of products including Payroll and Human Resources. Serenic is a certified Microsoft Gold ERP partner. Our partnership

More information

Accessibility of State and Local Government Websites to People with Disabilities

Accessibility of State and Local Government Websites to People with Disabilities U.S. Department of Justice Civil Rights Division Disability Rights Section Accessibility of State and Local Government Websites to People with Disabilities The Internet is dramatically changing the way

More information

In-House Counsel Day Priorities for 2012

In-House Counsel Day Priorities for 2012 In-House Counsel Day Priorities for 2012 Cloud Computing the benefits, potential risks and security for the future Presented by Anthony Willis Group Head IP and Technology Thursday 1 March 2012 WIN: What

More information

Intergovernmental Working Group of Experts on International Standards of Accounting and Reporting (ISAR)

Intergovernmental Working Group of Experts on International Standards of Accounting and Reporting (ISAR) Intergovernmental Working Group of Experts on International Standards of Accounting and Reporting (ISAR) 30th SESSION 6-8 November 2013 Room XVIII, Palais des Nations, Geneva Thursday, 7 November 2013

More information

OPEN SOURCE SOFTWARE CUSTODIAN AS A SERVICE

OPEN SOURCE SOFTWARE CUSTODIAN AS A SERVICE OPEN SOURCE SOFTWARE CUSTODIAN AS A SERVICE Martin Callinan Martin.callinan@sourcecodecontrol.co Wednesday, June 15, 2016 Table of Contents Introduction... 2 Source Code Control... 2 What we do... 2 Service

More information

ICT Industry in Europe. Outsourcing Fuels Business Growth

ICT Industry in Europe. Outsourcing Fuels Business Growth ICT Industry in Europe. Outsourcing Fuels Business Growth 1 CONTENTS Introduction... 3 Implications of owning own IT infrastructure Drivers to outsourcing IT nearshoring to pick up in 2014 Risks of outsourcing

More information