Corporate Half-Day Online 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.

Unlike the full-day on-site workshop, the half-day online format focuses primarily on live demonstrations, practical examples and strategic discussion sessions rather than hands-on participant exercises.

Participants are shown how structured corporate reporting data, XBRL and AI-supported analysis workflows can be applied in practice using real-world reporting examples.

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 Live Demonstrations & AI Workflows

Live demonstrations using 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
  • AI-supported analysis approaches
  • 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.