XBRL Extension for Construction, Energy and Transportation  

Wells Fargo Insurance Services

959 Skyway Road

Second Floor

San Carlos, California 94070
(650) 413-4180

10:00 - 10:10       Welcome and Introductions       
   K. Dixon Wright, Surety, Wells Fargo Insurance Services

10:10 – 10:25      XBRL-CET
Case Study – Today’s Processing Issues in Surety Bond Processing  
   K. Dixon Wright, Surety, Wells Fargo Insurance Services

10:25 - 11:00       Structured Data - How it Works, What it Does
Hear an explanation of structured data and XBRL in particular, how it enhances business reporting.  Learn from case studies of successful implementations around the world including public company financial statement reporting to the US Securities and Exchange Commission, banks reporting to the FDIC and programs for government and securities reporting around the world.         Mike Willis, Partner, PwC

11:00 - 11:20       Implementing Structured Data
Take a walk through an XBRL program case study.  Learn the steps of an implementation including taxonomy development, public review and comment, period, stakeholder engagement, testing, and finally, support and maintenance.      

   Louis Matherne, Chief of Taxonomy Development, FASB

   Michelle Savage, VP, Communication, XBRL US

11:20 - 12:20       Surety Bond Processing - Pilot Program and Business Case for Standards
Today’s process favors large contractors over small because of the manual nature of processing financials and project data by surety companies.  Standards can make data computer-readable, streamlining the process and reducing cost, thus leveling the playing field for small businesses. Learn the business case and see a pilot demonstration on the Work in Progress report to illustrate how standards can work.                 

   Greg Davenport, SVP, Operations and Strategy, Liberty Mutual Surety
   Steve Burnett, Partner, GALLINA LLP
   Fuad Rahman, CEO, Apurba Technologies

Helping Public Agencies and Small Business

Monday, November 10, 2014

10:00am - 12:30pm