1-Day On-site Workshop

AI-supported analysis workflows, structured corporate reporting data and Open Data ecosystems are developing rapidly and may fundamentally change how financial and ESG analysis is performed.

The workshop combines practical hands-on exercises with strategic discussion sessions to help organisations better understand current developments, evaluate practical opportunities and gain first-hand experience with structured corporate reporting data, XBRL and AI-supported analysis workflows.

The objective is not only to better understand technologies such as structured corporate reporting data, XBRL and AI-supported workflows, but also to discuss how organisations can prepare for possible future changes in investment research, analytical processes and Open Data ecosystems.

Workshop Structure

01 Foundations

Understanding structured corporate reporting data and Open Data ecosystems.

  • XBRL and Inline XBRL
  • SEC EDGAR and ESEF filings
  • structured vs unstructured reporting data
  • ESAP and evolving Open Data infrastructures
  • AI-supported analysis workflows

02 Hands-on Analysis & AI Workflows

Participants work directly with real-world SEC and ESEF filings.

  • opening filings in Microsoft Excel (anuboXBRL Analyzer)
  • practical Excel-based analysis workflows
  • KPI extraction and comparison
  • multi-company and time-series analysis
  • experimenting with AI-supported analysis approaches
  • understanding practical opportunities and limitations of AI workflows
  • combining structured XBRL data with narrative disclosures

03 Strategic Discussion & Use Cases for Your Team

Discussing how structured corporate reporting data, Open Data and AI-supported workflows may affect your organisation’s analytical processes, research workflows and future data strategies.

Possible discussion areas include:

  • integration into analytical workflows
  • practical AI opportunities and limitations
  • implications for investment research
  • data quality and comparability challenges
  • future developments around Open Data, ESAP, ESEF, and SEC EDGAR 
  • identifying practical next steps
We look forward to hearing from you via email request@anubo.com. This allows us to better respond to your request. We will reply as soon as possible – usually within the next working day.