2013 XBRL Research Workshop

Committee Members

Dr. Steve Yang (Chair)

Steve Yang

Steve Yang is an Assistant Professor of the School of Systems and Enterprises at Stevens Institute of Technology. He holds a Ph.D. in Systems Engineering from University of Virginia with concentration on Financial Engineering. His current research interests include modeling algorithmic trading behavior, financial trading and information fraud detection, and agent based financial market simulation. Dr. Yang has worked with several major federal financial regulators such as, the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and Treasury in the capacity as either a research consultant or system architect. As an expert in modeling High Frequency Trading strategies, he provides consulting services to the Chief Economist Office and the Division of Enforcement at the Commodity Futures Trading Commission in Washington DC. Prior to joining Stevens, Dr. Yang spent 6 years at Northrop Grumman Corporation working as a system architect and strategic thought-leader in financial information systems.

Dr. Suzanne Morsfield (Session Chair)

Suzanne Morsfield

Suzanne Morsfield is Director of Research at Columbia Business School’s Center for Excellence in Accounting and Security Analysis (CEASA). Before joining the faculty of Columbia Business School, Dr. Morsfield held roles in major investment banks and was an audit professional at Ernst & Young. She has taught at the University of Arizona, the University of Michigan, NYU’s Stern School of Business, and Baruch College.

Robert Golan (Session Chair)

Robert Golan

Robert Golan is a Data Scientist at DBmind Technologies who has applied Financial Engineering specific to Credit/Operational Risk, Mortgage Finance, and Capital Markets while integrating Web Services with Data Warehouses. Robert has over thirty years of experience designing, developing, and maintaining information technology systems and is a pioneer in the application of Computational Intelligence for Financial Engineering with the IEEE CIS. His speciality is working with Unstructured, Semi-structured, & Structured Data integrations with taxonomies, ontologies, and vocabularies with Industry Standards such as XBRL, FIXatdl, FpML, MISMO, RuleML, W3C, and the OMG. The Data Sciences have been his focus since graduate studies where Robert has applied techniques from Machine Learning, Artificial Intelligence, Big Data, and Data Mining.

Dr. Christine Tan (Session Chair)

Christine Tan

Christine Tan is an Assistant Professor of accounting at Fordham University's Schools of Business. Seizing a significant opportunity, Professor Tan took a leave of absence in 2010 and 2011 to serve as XBRL project manager at the Financial Accounting Standards Board. There, she led the team responsible for updating the U.S. GAAP Financial Reporting Taxonomy for new accounting pronouncements, common reporting practices and ongoing taxonomy architectural developments. Before joining the Fordham faculty, Professor Tan taught at New York University, Baruch College of the City University of New York, and the University of Melbourne. She holds a PhD in accounting and finance and a bachelor of commerce degree, with first-class honors, from the University of Melbourne. Her research in financial reporting has been published in a number of accounting journals, including The Accounting Review and Journal of Accounting Research.

Dr. Peter Beling

Peter Beling

Peter A. Beling is an Associate Professor in the Department of Systems and Information Engineering at the University of Virginia. Dr. Beling’s research focuses on coordination of decision making, particularly in situations where communication between decision makers is limited or disrupted. Dr. Beling is also the founder of the Financial Engineering Research Group (FERG) at the University of Virginia, which is a focal point for research and development on the mathematical modeling and risk management aspects of credit and finance. Dr Beling also has an active research program in the computational complexity of optimization problems, particularly linear programming and the linear complementarity problem.

Dr. Susan Young

Susan Young

Susan M. Young, who holds a PhD from the University of Southern California, is an associate professor of accounting at the Fordham Schools of Business. She studies financial analyst decision-making, investor use of financial information, and capital-market responses, and her work has been published in The Accounting Review; the Journal of Business, Finance and Accounting; Review of Behavioral Finance; and Human Resource Management. Professor Young has taught at Baruch College of the City University of New York and at Emory University, and she has held positions in public, private and nonprofit accounting. At Fordham, she teaches managerial and financial accounting and financial statement analysis to graduates and undergraduates.

Dr. Jeffrey Nickerson

Jeffrey Nickerson

Jeffrey Nickerson is a Professor and Director of the Center for Decision Technologies at Stevens Institute of Technology. His current research interests include sensor networks and human-robot interaction. Before joining Stevens, he was a partner at PricewaterhouseCoopers, where he led an emerging technologies consulting group. Previous to that he was an Associate Director at Bear Stearns in their advanced technologies group. He has a Ph.D. in Computer Science from New York University.

Susan Yount

Susan Yount

Susan Yount is the Director of Reporting Practices at WebFilings. She was previously the Associate Chief Accountant in the Office of Interactive Data at the SEC. A CPA with over 20 years of experience, she spent the last four years implementing SEC’s rules on XBRL filings. Prior to her SEC work, She implemented XBRL within Microsoft, including their Investor Central website and the FRLive financial reporting product. As part of the Enhanced Business Reporting Consortium, she drove development of an XBRL taxonomy for MD&A. She is a former XBRL advisor and principal associate for Two Degrees, an accounting and finance consulting firm. Before that, she was responsible for external reporting at Cutter & Buck, a public sportswear company. She spent the first six years of her career in public accounting with Ernst & Young and Price Waterhouse. She will work on a variety of WebFilings initiatives encompassing SEC reporting, XBRL data quality and consumption, and new products.


Columbia IEEE Fordham Northrop Grumman Stevens University of Virginia