® Financial Services Special Interest Session Proofs of Concept, Pilots, Production Phil Walenga, Director Financial Services UBMatrix, LLC XBRL Regulatory Chair, ISC

® Agenda International Financial Reporting Standards U.S. Financial Services Framework Security XBRL for Banks Call Report Project Basel II Capital and Risk Mgt. Reporting Japanese Financial Services Credit Analysis – Case Study Automate Credit Analysis - Pilot Insurance Underwriter Application Credit Risk and Insurance Insurance Regulator XBRL for Stock Exchange Research Analysis Demo – Morgan Stanley New Zealand Stock Exchange Chinese Stock Exchange

® CSRC FDIC PWC AICPA S1 E&Y IBM UBmatrix IFRS IACB IASCF IAS GAAP CRAS NZX Australia, New Zealand, UK, France, China, Japan USA: Seattle, Chicago, Iowa, NY, Cleveland, Massachusetts, DC, NC, California KPMG ETM

® Logistics and Courtesy  Two fifteen minute breaks  10:30 – 10:45am and 3:05 – 3:20pm  Turn off cell phones and other devices  Cell phones, pagers, beepers, PDAs, ……..  ?? – Please wait until speaker finishes presentation  Many thanks to Marisa Chung for her excellent work and dedication to managing the conference!