Event Calendar


XBRL Workshop: Filing in XBRL as Foreign Private Issuer with the SEC

XBRL Canada Webinar - February 7, 2018, 12:00 PM – 1:00 PM (Eastern) 

Canadian 20-F/40-F IFRS Filers: Time’s Almost Up to Comply with XBRL

To register, please send an email to gtrites@xbrl.ca. Further details will be provided upon registration. There is no cost to attend, but pre-registration is required. Attendance may be limited.

Background - Canadian companies listed with the SEC who use IFRS for their 20-F and 40-F filings will be required to file in XBRL starting with fiscal year ends on or after December 15, 2017 and to post the files on their investor relations web site. Many filers need to file as early as March, 2018. With only a few months left to prepare and comply, companies need to consider how they are going to go about it.

Some companies have chosen to outsource the work to one of the many providers of XBRL services. Others plan to carry out the work in house, by purchasing the necessary software and training staff to prepare the filings, potentially using additional XBRL consulting services. Those that have not yet begun to plan may find the tasks of finding resources and preparing internally to be a challenge.

XBRL isn’t just a technology issue, and management cannot outsource their responsibilities; companies will need to engage their accounting/financial reporting personnel to the job, because XBRL preparation is an accounting-oriented task. Whether you choose to outsource or plan to do the work in-house, you need to spend time learning the requirements, the taxonomy and at least some of the technical details, and how they relate to your specific reporting requirement.

This Webinar will provide concrete guidance and references to help companies comply with the requirements for FPIs. After a 40 minute presentation, we hope you will join us on Telegram to continue the discussion.






Chartered Professional Accountants of Canada and the XBRL Canada held a special event on WednesdayOctober 25th - a breakfast information session to discuss the evolution of technologies such as XBRL, blockchain and artificial intelligence, and the current and potential implications on corporate reporting in Canada and internationally

Immediately following this session, we also hosted a seminar focusing on the specifics of the U.S. Securities and Exchange Commission’s (SEC) XBRL requirements and how they affect Canadian foreign private issuers.

The events featured prsentations by Mike Willis of the SEC and John Turner of XBRL International. Their slides are linked here for your reference:

        Mike Willis - Big Data: More Data More Insights

        John Turner - Corporate Reporting in Digital Age

        John Turner - Inline XBRL for FPI Filers

        John Turner - Paper2Data


XBRL Workshop: Filing in XBRL as Foreign Private Issuer with the SEC

XBRL Canada Workshop - June 19, 2017, 8:30 AM – 1:00 PM

Location - Offices of CPA Canada 9th floor, 277 Wellington St, Toronto, Ontario

Background - Back in 2009, the US Securities and Exchange Commission (SEC) published a rule (Rule 33-9002) requiring all US domestic and foreign private issuers who submit financial reports using US GAAP or IFRS to the SEC. to provide financial statement information in XBRL (Extensible Business Reporting Language), a format intended to improve the usefulness of the reports to investors. While US GAAP filers have been providing XBRL versions of their reports for many years now, IFRS filers were unable to comply because of the lack of a supported IFRS taxonomy.

Recent Major Event - In March, the SEC announced support of the IFRS taxonomy, a move that will affect both IFRS filers and US GAAP filers. In this session, you will learn:

What you will learn
1. How the SEC's support for the 2016 IFRS Taxonomy means IFRS Filers will be required to provide XBRL, and when.
2. What filers and those that support them need to know about Rule 33-9002, the EDGAR Filer Manual, and other resources to help prepare XBRL files.
3. About Inline XBRL, and plans that may impact all XBRL filers, including experienced US GAAP Filers and new IFRS Filers.

Your Presenter is an internationally known XBRL specialist who has been involved in educating the XBRL community on behalf of XBRL International, XBRL US and XBRL Canada for many years

The Fee - $50