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
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
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.
11:00 am – 12:00 pm Eastern
SEC Office of the Chief Accountant / Corporation Finance Update Priorities Panel
The Deputy Chief Accountants 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.
Presenter:
Diana Stoltzfus | Deputy Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission
12:00 pm – 1:00 pm Eastern
Lunch Break / Luncheon Bonus Session(s) (1 CPE credit)
1:00 pm – 2:00 pm Eastern
Demystifying AI in Finance
Organizations are at varying stages in the journey to incorporate artificial intelligence into financial reporting processes. Microsoft will share and demonstrate practical applications of artificial intelligence in the controllership and broader finance function that will help professionals realize their own potential use cases and imagine the art of the possible.
Presenter:
Cory Hrncirik | Finance Director | Microsoft
2:00 pm – 3:00 pm Eastern
Afternoon Concurrent Sessions (1 CPE credit per session)
Upskilling Finance Talent for ESG
Presented by Persefoni
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.
Automation and the Future of Audit
Presented by KPMG
Technology and artificial intelligence will reshape audits as we know them. KPMG will share insights about the evolution of the audit process, the future of audits, and practical examples of efficiencies created through technology for preparers.
3:00 pm – 3:30 pm Eastern
Afternoon Break
3:30 pm – 4:30 pm Eastern
FASB Priorities Panel
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.
Presenters:
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
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.
Presenters:
Muneera Carr | CAO | Wells Fargo
Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
5:30 pm – 6:30 pm Eastern
Evening Bonus Sessions (Concurrent - 1 CPE credit per session)
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
8:45 am – 9:00 am Eastern
Welcome Back Remarks
David Fabricant | SVP, Deputy Controller | American Express | 2023 CFRI Conference Chair
9:00 am – 10:00 am Eastern
Fireside Keynote – From Finance to CEO: Merk's Rob Davis
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, Chief Accounting Officer at Merck.
Presenters:
Rob Davis | Chief Executive Officer | Merck & Co., Inc.
Rita Karachun | Chief Accounting Officer | Merck & Co., Inc.
10:00 am – 11:00 am Eastern
Cybersecurity: What Should You Be Asking Your CISO?
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:
Peter Cordero | Founder and Principal | Hacking The Cyber Threat LLC
11:00 am – 12:00 pm Eastern
Inflation, Recession and Recovery: Economic Update with Jason Furman
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 per session)
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.
1:00 pm – 2:00 pm Eastern
CFO Priorities Roundtable
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.
2:00 pm – 3:00 pm Eastern
PCAOB Perspectives Panel
During this session, a panel will discuss the PCOAB 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.
3:00 pm – 3:30 pm Eastern
Afternoon Break
3:30 pm – 4:30 pm Eastern
SEC Climate and Human Capital Metrics
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.
Presenters:
Kevin Vaughn | Partner, National Quality Organization | PwC
Gena Wilson | Partner, Trust Solutions Practice | PwC
4:30 pm – 5:30 pm Eastern
Controllership Roundtable - Reflecting on the Future of the Controllership
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.
Presenters:
Alex Debbink | Professional Accounting Fellow | FEI
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
Evening Bonus Sessions (Concurrent - 1 CPE credit per session)
5:30 pm – 6:30 pm Eastern
REPLAY SESSION: Fireside Keynote - From Finance to CEO: Merk's Rob Davis
6:30 pm – 7:30 pm Eastern
REPLAY SESSION: Cybersecurity - What Should You Be Asking Your CISO?
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