March 16, 2017, JW Marriott, Washington, D.C.

The momentum for U.S. financial regulators to adopt transparent, standardized data across their reporting regimes is well underway. Reliance on disconnected documents means investors, industry and the regulators themselves lose out. The Data Coalition is waging a successful advocacy campaign to convince Congress and agencies that it is time to modernise!

Beyond standardizing data collections across U.S. financial regulatory agencies, we are building the case for the eventual adoption of Standard Business Reporting (SBR). SBR, currently unknown in the U.S., has been successfully adopted in countries like the Netherlands and Australia. In Australia alone SBR saves companies and agencies more than AUD $1.1 billion per year.

The Data Coalition’s third annual Financial Data Summit will assemble supporters of this crucial transformation. As financial agencies move from plain-text documents to structured formats like XBRL, and embrace interoperable data fields such as the Legal Entity Identifier (LEI), they enable better transparency for investors, data-driven analytics for investigators, and cheaper compliance for industry. By reducing costs and stimulating innovation, data standards will drive growth.

The Financial Transparency Act, pending in Congress, will require regulators to adopt standardized fields and formats across all the information they collect.

The Financial Data Summit is Washington’s premier policymaker gathering focused on the transformation of financial regulatory reporting into transparent data. Invited speakers include SEC commissioners and other agency leaders; Congressional supporters of data transparency; and financial and technology industry leaders.

Presenting Sponsor






Wednesday, March 15

Welcome Reception

 (Speakers, Data Coalition members and sponsors only)
Thursday, March 16
8:00 am
Registration and Breakfast
8:45 am
Hudson Hollister, Data Coalition
Craig Clay, Donnelley Financial Solutions
9:00 am
House Keynote
Congressman Darrell Issa, U.S. House of Representatives (R-CA-49)
Congresswoman Carolyn Maloney, U.S. House of Representatives (D-NY-14)
Craig Clay, Donnelley Financial Solutions (moderator)
9:30 am
Senate Keynote
Craig Clay, Donnelley Financial Solutions (moderator)
10:00 am
Plenary Address
Alex Pollock, Distinguished Senior Fellow, R Street Institute
10:15 am
Executive Keynote
Dick Berner, Director, Office of Financial Research
10:45 am  Networking break
11:15 am
Open Data Reporting in Action 
11:30 pm
Data Users Panel 
Emily Huang, Founder and CEO, idaciti
Rachel Carpenter, Founder and CEO, Intrinio
Alan Deaton, Acting Associate Director, Statistics Branch, FDIC
Howard Kaplan, Data Analyst, SEC
12:30 pm 
Congressional Panel 
Steve Ressler, GovLoop (moderator)
12:30 pm
Matt Rizai, CEO, Workiva
Steve Ressler, GovLoop (moderator)
 Sponsored by 
1:45 pm
Track 1: Regulatory
Government Plenary
Linda Powell, Chief Data Officer, CFPB
Track 2: Industry
Industry Plenary
Tom Quaadman, Executive Vice President, U.S. Chamber of Commerce
Track 3: RegTech
RegTech Plenary
Stephan Wolf, CEO, Global LEI Foundation
2:15 pm
Agency Panel 
  • Bill Nichols, Senior Advisor, Office of Financial Research
  • Gwen Mitchell, Manager, Metadata and Taxonomy Operations, Federal Reserve
Financial Industry Panel 
  • Robin Doyle, Managing Director, Chase
  • Mohini Singh, Director Financial Reporting Policy, CFA Institute
  • Ben Brown, Managing Director, Patomak Partners


Emerging Technology Panel 
  • John Collins, Vice President, International Policy, BAFT
  • Marc Joffe, XBRL for the CAFR
  • Mike Willis, Assistant Director, Office of Structured Disclosure, SEC
2:45 pm
Networking Break 
Networking Break 
 Networking Break 
3:30 pm
Congressional Staffers Panel (off the record)
  • Bill Hulse, Congressman Randy Hultgren (R-IL-14)
  • Ben Harney, Congresswoman Carolyn Maloney (D-NY-14)
  • Jonathan Elliott, COO, RDG Filings (moderator)
Sponsored by
Public and Private Company Panel 
RegTech Showcase
  • Joey French, President, Intrinio
  • Mary Kopczynski, Founder and CEO, 8 of 9 Consulting
  • Chris Taggart, Founder and CEO, OpenCorporates
4:15 pm
Closing Keynote
Justin Antonipillai, former U.S. Commerce Department
Mike Starr, Vice President of Government and Regulatory Affairs (moderator)
5:00 pm
Closing Remarks 
Hudson Hollister, Data Coalition
Craig Clay, Donnelley Financial Solutions


Speakers will be updated as they are confirmed. 

Former Counselor and Open Data Chief,
Department of Commerce
Dick Berner
Director, Office of Financial Research (OFR),
 U.S. Treasury Department
Managing Director, Patomak Partners
Executive Vice President of Capital Markets,
Donnelley Financial Solutions
Founder and CEO, Intrinio
Managing Director, Office of Regulatory Affairs,
J.P. Morgan Chase
Chief of the Data Strategy Section,
Division of Insurance and Research,
Federal Deposit Insurance Corporation
Co-Founder, President and CFO, Intrinio
Founder, idaciti
Executive Director, Data Coalition
U.S House of Representatives
Howard Kaplan 
Data Analyst, SEC
Founder and CEO, 8 of 9 Consulting
Carolyn Maloney
U.S. House of Representatives
Manager, Metadata and Taxonomy Operations,
Federal Reserve
Congresswoman Carolyn Maloney
Legislative Assistant, Rep. Randy Hultgren
Associate Director, Strategic Data Support,
U.S. Treasury Department
Distinguished Senior Fellow,
R Street Institute
Chief Data Officer,
 Consumer Financial Protection Bureau
Executive Vice President,
U.S. Chamber Center for Capital Markets Competitiveness
Founder and CEO, OpenCorporates
Mohini Singh
Director of Financial Reporting Policy,
CFA Institute
Vice President of Government and Regulatory Affairs,
Assistant Director,
Division of Economic and Risk Analysis, SEC
Chief Executive Officer,
Global Legal Entity Identifier Foundation (GLEIF)


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