Agenda topics, timing, and speakers subject to change.
Day 1 | Monday, November 13
8:45 am – 9:00 am Eastern
Welcome & Opening Remarks
David Fabricant | SVP, Deputy Controller | American Express | 2023 CFRI Conference Chair
Andrej Suskavcevic, CAE | President and CEO | Financial Executives International (FEI) and Financial Education & Research Foundation (FERF)
9:00 am – 10:00 am Eastern
Opening Keynote Address
(1 CPE credit | Field of Study – Personal Development)
In this opening session, Kaplan Mobray, award-winning author of “The 10Ks of Personal Branding”, motivational speaker, and career consultant, will share his insights on how finance professionals can elevate their brand as leaders in the shifting global workplace.
Presenter:
Kaplan Mobray | Best Selling Author, Motivational Speaker, and Career Consultant
10:00 am – 11:00 am Eastern
Preparing for the EU CSRD
(1 CPE credit | Field of Study – Accounting)
Hear from EY leaders and preparers on preparing for the European Commission's Corporate Sustainability Reporting Directive (CSRD) and the final first set of European Sustainability Reporting Standards (ESRS). Learn about the impact of these regulations on organizations and the practical next steps, lessons learned, and best practices for companies to consider as they assess materiality and operationalize disclosure requirements.
Moderator:
Lindy Ellis | Partner | EY
Presenter:
Jermaine Badie | Vice President, Accounting & External Reporting | Mondelez
Josh Inman | ESG Regulatory Affairs & Compliance | Cummins
Elisabeth Saxon | Senior Director of Global Policy, Technical Accounting & ESG Controllership | Dell
11:00 am – 12:00 pm Eastern
SEC Office of the Chief Accountant and Division of Corporation Finance Updates and Priorities Panel
(1 CPE credit | Field of Study – Accounting)
The Deputy Chief Accountant and Senior Associate Chief Accountant from the Office of the Chief Accountant and Chief Accountant and Deputy Chief Accountant from The Division of Corporation Finance will share their thoughts and perspectives on recent SEC developments. Gain direct insights on key issues facing the preparer community, current and future priorities and rulemaking efforts, and major trends and interpretive guidance on topics impacting the filings of public companies.
Moderator:
Catherine Hoovel | Corporate Vice President, Chief Accounting Officer | McDonald's Corporation
Presenters:
Anita Doutt | Senior Associate Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
Melissa Rocha | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
Jonathan Wiggins | Deputy Chief Accountant | U.S. Securities and Exchange Commission (SEC)
12:00 pm – 1:00 pm Eastern
Lunch Break
1:00 pm – 2:00 pm Eastern
Automating Data and Reporting for Regulatory Readiness
(1 CPE credit | Field of Study – Accounting)
Newly passed and proposed regulation will require the integration of financial and non-financial data into audit-ready, investor-grade reports. Hear how and why financial reporting, ESG, and audit teams can work together to unify the automation of data and reporting in these critical areas and why the whole is greater than the sum of its parts.
Presenters:
Josh Gertsch | Senior Industry Principal | Workiva
Mark Mellen | Industry Principal - ESG | Workiva
Ruth Nouanesengsy | Senior Manager of Internal Audit | Workiva
2:00 pm – 3:00 pm Eastern
Afternoon Concurrent Sessions (1 CPE credit per session)
Upskilling Finance Talent for ESG
(1 CPE credit | Field of Study – Specialized Knowledge)
Persefoni will lead a panel discussion with leaders in the ESG reporting space from Accenture and Johnson & Johnson on how finance functions are preparing their teams to tackle the upcoming challenges of ESG reporting, including the hiring and building of the skills and mindsets centered around data that are required in a changing environment.
Moderator:
Keith Denham | Chief Revenue Officer | Persefoni
Presenters:
Melissa Bird | Senior Finance Director, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
Melissa Burgum | Chief Accounting Officer and Corporate Controller | Accenture
AI in the Audit - What Finance Executives Need to Know
(1 CPE credit | Field of Study – Auditing)
Technology and artificial intelligence have reshaped audits as we know them. KPMG will share insights about the evolution of the audit process, the future of audits, practical examples, and what preparers themselves need to know (and do).
Presenters:
Ed Moran | Managing Director, Innovation | KPMG
Mike Sawyer | Audit Partner | KPMG
Hasitha Verma | Global Controller | PayPal Holdings, Inc.
3:00 pm – 3:30 pm Eastern
Afternoon Break
3:30 pm – 4:30 pm Eastern
FASB Priorities Panel
(1 CPE credit | Field of Study – Accounting)
The FASB Chair and Technical Director will be joined by a representative from Morgan Stanley to discuss the current priorities of the FASB technical agenda, how key standards are evolving to address investor needs, and what the FASB is doing to adapt to changes in the current environment.
Moderator:
Holly Grennan | Senior Director, Technical Accounting & Policy | Nike, Inc.
Presenters:
Todd Castagno | Executive Director | Morgan Stanley
Richard Jones | Chair | Financial Accounting Standards Board (FASB)
Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
4:30 pm – 5:30 pm Eastern
CFRI Day 1: Tying It All Together
(1 CPE credit | Field of Study – Accounting)
Lindsay McCord, Chief Accountant of the SEC's Division of Corporate Finance and Muneera Carr, CAO of Wells Fargo will share their perspectives on the first day’s session during a recap in a panel discussion facilitated by Deloitte.
Moderator:
Laura McCracken | Deputy Leader of Quality, Regulatory and Risk | Deloitte & Touche LLP
Presenters:
Muneera Carr | CAO | Wells Fargo
Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
5:30 pm – 6:30 pm Eastern
Evening Bonus Session
An Outsized Impact: Controllership’s Indispensable Role in Proxy and Non-Financial Disclosures
(1 CPE credit | Field of Study – Accounting)
Presented by: SEC Professionals Group & Equity Methods
Proxies and other non-financial disclosures may have a bigger impact on your organization than you realize. New requirements such as pay vs. performance disclosures and voluntary disclosure of human capital metrics to tell a company's story bring both opportunity and additional risk. Join this session for highlights on the trends in these disclosures, how investors are using the data, and how controllership and cross-functional teams can enhance disclosure processes to stay ahead of peers and avoid potential legal pitfalls.
Moderator:
Steve Soter | VP Industry Principal | Workiva
Presenters:
Michael Coke | Partner, Corporate & Securities Group | Wilson Sonsini Goodrich & Rosati, P.C.
Takis Makridis | President and Chief Executive Officer | Equity Methods
5:30 pm – 6:30 pm Eastern
REPLAY SESSION: Opening Keynote Address - Kaplan Mobray
6:30 pm – 7:30 pm Eastern
REPLAY SESSION: Preparing for the EU CSRD
Day 2 | Tuesday, November 14
9:00 am – 9:05 am Eastern
Welcome Back Remarks
David Fabricant | SVP, Deputy Controller | American Express | 2023 CFRI Conference Chair
9:05 am – 10:00 am Eastern
Fireside Keynote – From Finance to CEO: Merck's Rob Davis
(1 CPE credit | Field of Study – Management Services)
Rob Davis, Chief Executive Officer of Merck, will share defining leadership moments in his career journey through finance organization all the way to the role as chief executive of a dynamic industry-leading company in a fireside chat with Rita Karachun, SVP & Global Controller at Merck.
Presenters:
Rob Davis | Chief Executive Officer | Merck & Co., Inc.
Rita Karachun | Senior Vice President Finance - Global Controller | Merck & Co., Inc.
10:00 am – 11:00 am Eastern
Cybersecurity: What Should You Be Asking Your CISO?
(1 CPE credit | Field of Study – Specialized Knowledge)
Join Pete Cordero, cybersecurity risk consultant, and instructor who will highlight key considerations on cybersecurity risks finance executives should be focused on going forward. Understand how to get visibility into the key risks of your organization, the questions to ask your IT teams, and the steps to take to do your part in protecting your organization in the current environment.
Presenter:
Pete Cordero | Founder and Principal | Hacking The Cyber Threat LLC
11:00 am – 12:00 pm Eastern
Inflation, Recession and Recovery: Economic Update
(1 CPE credit | Field of Study – Economics)
During this session, Jason Furman, American economist, and professor at Harvard University's John F. Kennedy School of Government, will provide an economic update with a focus on areas of interest and practical implications for finance professionals.
Presenter:
Jason Furman | Nonresident Senior Fellow | Peterson Institute for International Economics
12:00 pm – 1:00 pm Eastern
Lunch Break / Luncheon Bonus Session(s) (1 CPE credit | Field of Study – Specialized Knowledge)
ESG Data Management, Control Integration, and Linking to Business Performance
Join DFIN and the EDM ESG Data Management Council members for a discussion on utilizing the COSO ESG framework in alignment with the EDM Council DCAM Data Management Best Practices to support ESG Corporate Entity reporting, internal control over ESG and sustainability data, and stronger linkages of ESG data to business performance.
Moderator:
John Truzzolino | Director of Business Solutions | Donnelley Financial Solutions (DFIN)
Presenters:
Mike Lemus | CPA - Subject Matter Expert | Donnelley Financial Solutions (DFIN)
Patricia Myles | Global Regulatory Compliance and Strategy Consultant | Donnelley Financial Solutions (DFIN)
Marie-Josee Privyk | Chief ESG Innovation Officer | Novisto Inc.
1:00 pm – 2:00 pm Eastern
CFO Priorities Roundtable
(1 CPE credit | Field of Study – Finance)
CFOs from industry-leading companies share highlights and lessons learned from their career journey, changing expectations of the role of finance in a digital age, and their vision for how to elevate the finance and controllership function to add value to their organizations.
Moderator:
David Fabricant | SVP, Deputy Controller | American Express
Presenters:
Ian Borden | Chief Financial Officer | McDonald's Corporation
Matt Friend | Chief Financial Officer | Nike, Inc.
Paul Jacobson | Chief Financial Officer | General Motors Company
Christophe Le Caillec | Chief Financial Officer | American Express
Susan Li | Chief Financial Officer | Meta
Caroline Litchfield | Chief Financial Officer | Merck & Co., Inc
KC McClure | Chief Financial Officer | Accenture
Laura Shiffman | Partner, FAAS | Ernst & Young LLP
2:00 pm – 3:00 pm Eastern
PCAOB Perspectives Panel
(1 CPE credit | Field of Study – Auditing)
During this session, a panel will discuss the PCAOB Board's current priorities, how an increased focus on technology has improved the preparer's reporting function with perspectives from both Workiva and preparers, and how digital auditing and technology have changed the reporting landscape.
Moderator:
John White | Partner, Corporate Department | Cravath, Swaine & Moore LLP
Presenters:
Ron Edmonds | Controller and Vice President for Controllers and Tax | Dow
Steve Soter | VP Industry Principal | Workiva
Barb Vanich | Chief Auditor | Public Company Accounting Oversight Board (PCAOB)
3:00 pm – 3:30 pm Eastern
Afternoon Break
3:30 pm – 4:30 pm Eastern
SEC Climate and Human Capital Metrics
(1 CPE credit | Field of Study – Accounting)
With climate and human capital disclosures squarely in the spotlight of regulators and investors alike, PwC and a panel of preparers will explore trends in these areas, including recent comment letters, imminent assurance requirements, and best practices to effectively communicate strategy.
Moderator:
Kevin Vaughn | Partner, National Office | PwC
Presenters:
Sandra Arkell | Executive Vice President and Corporate Controller | Mastercard Incorporated
Daniel Lim | ESG Controller | Alphabet
Gena Wilson | Partner, Trust Solutions Practice | PwC
4:30 pm – 5:30 pm Eastern
Controllership Roundtable - Reflecting on the Future of the Controllership
(1 CPE credit | Field of Study – Accounting)
A panel of corporate controllers from some of the largest companies in corporate America will review key takeaways from the conference and discuss how to operationalize them. Hear their perspectives on the day-to-day management and interconnectivity of technical accounting, financial reporting, technology, service delivery, transformation, and people, including challenges they currently face and expectations they see for the future of finance and accounting.
Moderator:
Alex Debbink | Professional Accounting Fellow | FEI
Presenters:
Chris Hatto | Vice President, Global Business Solutions and Chief Accounting Officer | General Motors Company
Catherine Hoovel | Corporate Vice President - Chief Accounting Officer | McDonald’s Corporation
Johanna Nielsen | Corporate Controller | Nike, Inc.
5:30 pm Eastern
Closing Remarks
David Fabricant | SVP, Deputy Controller | American Express | 2023 CFRI Conference Chair
5:30 pm – 6:30 pm Eastern
REPLAY SESSION: Fireside Keynote - From Finance to CEO: Merck's Rob Davis
6:30 pm – 7:30 pm Eastern
REPLAY SESSION: Cybersecurity - What Should You Be Asking Your CISO?
Back to Corporate Financial Reporting Insights