In order to facilitate CPE-accredited sessions after the conference, FEI has scheduled replays for select conference sessions. Each session replay will be accessible via the virtual conference portal.
Scheduled dates and times subject to change.
Agenda topics, timing, and speakers subject to change.
Day 1 | Monday, December 16
10:45 am – 11:00 am Eastern
Welcome & Opening Remarks
Presenter:
Holly Grennan | CFRI Conference Chair & Senior Director | Global Technical Accounting & Policy | Nike
11:00 am – 12:00 pm Eastern
Opening Keynote Address with Susan Li, Meta CFO
1 CPE credit | Field of Study – Management Services
Join Meta’s Chief Financial Officer for a keynote on the future of finance in a digital-driven world. Learn how she has navigated the company's changing landscape through the years and how she balances running the CFO organization while strategically driving the business.
Moderator:
Aaron Anderson | Chief Accounting Officer | Meta
Panelist:
Susan Li | Chief Financial Officer | Meta
12:00 pm – 1:00 pm Eastern
SEC Office of the Chief Accountant and Corp Fin Priorities Panel
1 CPE credit | Field of Study – Accounting
Join representatives from the Securities and Exchange Commission’s Office of the Chief Accountant and the Division of Corporation Finance as they provide their perspectives on recent SEC developments. Gain direct insights into key issues affecting the preparer community, current and future priorities in rulemaking efforts, and major trends and interpretive guidance impacting public company filings.
Moderator:
Muneera Carr | Chief Accounting Officer | Wells Fargo
Panelists:
Anita Doutt | Senior Associate Chief Accountant, Office of the Chief Accountant | U.S. Securities & Exchange Commission (SEC)
Sarah Lowe | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities & Exchange Commission (SEC)
Chauncey Martin | Senior Associate Chief Accountant, Office of the Chief Accountant | U.S. Securities & Exchange Commission (SEC)
1:00 pm – 2:00 pm Eastern
Mid-day Session: The State of SEC Rule-Making and Why It Matters To Finance Leaders
1 CPE credit | Field of Study – Accounting
Join us to hear about the state of play with SEC rule-making and how the disclosure and reporting landscape is increasingly complex. Recent requirements reflect investor interest in new categories of information and more granular disclosure. Meanwhile, court decisions have put a hold on other rules, introducing uncertainty as companies wait for these topics to fully work their way through the judicial process. With the modern finance executive’s scope widening this session will provide insights to help leaders navigate the increasingly complex landscape of regulated reporting.
Moderator:
Steve Soter | VP and Industry Principal | Workiva
Panelists:
Jonathan Gregory | Corporate Controller | The Hershey Company
Robert J. Jackson Jr. | Nathalie P. Urry Professor of Law and Ex-SEC Commissioner | New York University School of Law
Takis Makridis | President and CEO | Equity Methods
2:00 pm – 3:00 pm Eastern
AI In The Controllership: Moving from Theory to Practice
1 CPE credit | Field of Study – Information Technology
Explore tangible use cases for artificial intelligence in controllership departments, as shared by experts and preparers. Gain insights into how AI is being applied practically to enhance efficiency and decision-making in professional settings.
Moderator:
Emmet Daly | Principal, PwC Digital Assurance and Transparency | PwC
Panelist:
Majella Mungovan | VP Global Financial Operations | Meta
3:00 pm – 4:00 pm Eastern
FASB Priorities Panel
1 CPE credit | Field of Study – Accounting
FASB Chair Richard Jones is joined by recently appointed Technical Director, Jack Day, to discuss the current priorities of the FASB technical agenda. Explore how key standards are evolving to meet investor needs and learn about the FASB's strategies for adapting to changes in the current environment.
Moderator:
Alice Jolla | Chief Accounting Officer and Corporate Vice President, Corporate Finance and Services | Microsoft Corporation
Panelists:
Jackson Day | Technical Director | Financial Accounting Standards Board (FASB)
Rich Jones | Chair | Financial Accounting Standards Board (FASB)
4:00 pm – 5:00 pm Eastern
Navigating Geopolitical Change
1 CPE credit | Field of Study – Specialized Knowledge
Join us just one week after the Presidential election to explore how the outcome in the US and other global political developments will impact companies in the coming years. Gain insights into the potential changes and challenges businesses may face in this evolving landscape.
Moderator:
Prashant Panavalli | Financial Services Leader - Process, Risk and Controls | Forvis Mazars
Panelists:
Amy Best Weiss | Executive Vice President, Head of Global Government Affairs | American Express
Sean Fanning | Chief Risk Office | IBM Corporation
Day 2 | Tuesday, December 17
9:45 am – 10:45 am Eastern
Morning Session: Auditing the AI - How AI Will Create a New World of Audit Demand
1 CPE credit | Field of Study – Information Technology
Presented by Trullion
Did you know that 85% of machine learning projects fail, according to Gartner? The biggest factors include bias in data and teams not being properly set up to manage this new workflow.
As AI technology transforms business operations, a critical frontier emerges for companies: ensuring the integrity, transparency, and compliance of AI systems. This session gives a preview of the future, how auditors will find themselves tackling AI-driven risks and complexities, building on established practices like SOC controls, internal and external audits.
Attendees will learn from an AI tech company as they prepare to let their auditors in to review AI algorithms, security, practices & more.
Presenter:
Isaac Heller | CEO & Co-founder | Trullion
11:00 am – 12:00 pm Eastern
Morning Keynote: Fireside Chat with Andy Campion, Ex-Nike COO and CFO
1 CPE credit | Field of Study – Management Services
Moderator:
Holly Grennan | Senior Director, Global Technical Accounting & Policy | Nike
Chair, 2024 CFRI Planning Committee
Panelist:
Andy Campion | Executive Chairman, Unrivaled Sports | Board Member, Starbucks, Williams-Sonoma & LA28 Olympics
12:00 pm – 1:00 pm Eastern
PCAOB Priorities Panel
1 CPE credit | Field of Study – Auditing
Hear from PCAOB Board Members as they discuss the Board's priorities and goals. This session will cover the latest developments in standard setting, inspections, and enforcement, providing valuable insights for professionals in the field.
Moderator:
David Fabricant | Executive Vice President, Deputy Controller and Head of Global Record to Report Controllership | American Express
Panelists:
George Botic | Board Member | Public Company Accounting Oversight Board (PCAOB)
Christina Ho | Board Member | Public Company Accounting Oversight Board (PCAOB)
1:00 pm – 2:00 pm Eastern
Mid-day Session: Building a Business-Case for Sustainability
1 CPE credit | Field of Study – Accounting
Presented by DFIN
Join a panel of ‘boots-on-the-ground’ industry experts as they engage in a lively discussion and healthy debate of ESG in 2024. Industry practitioners will detail the true monetization and strategic value-add of sustainability; demystify the opaque process of beginning and enhancing an ESG program; unpack how to best juggle budgetary and bandwidth concerns against the upcoming mandatory regulatory requirements of California (SB 219), the E.U. (CSRD), and the SEC; opine on why accounting and financial executives must ultimately steward sustainability programs; and talk about the need to utilize SaaS tools/technology in order to pass increasing auditability and assurance standards while aligning with the interoperability demands of multi-jurisdictional reporting.
Moderator:
Frank Kelley | Director & Head of ESG | DFIN
Panelists:
Robert Hirth, Jr. | Consultant to Protiviti | Protiviti
Patricia Myles, FCPA | Global Regulatory Compliance and Strategy Consultant | DFIN
2:00 pm – 3:00 pm Eastern
Working Smarter in the CFO Organization
1 CPE credit | Field of Study – Management Services
Discover how technological advancements and the latest research studies can transform how we collaborate as the search for accounting talent becomes more challenging. This session will present the latest data-backed research, offering insights on how leaders can drive productivity and boost employee satisfaction in the evolving workplace.
Moderator:
Steve Rivera | Vice President Global Technical Accounting Advisory Services and Policy (GTAAS) | Johnson & Johnson
Panelist:
Alex Soojung-Kim Pang | Director, Research and Innovation | 4 Day Week
3:00 pm – 4:00 pm Eastern
Emerging Cybersecurity Threats In 2025
1 CPE credit | Field of Study – Information Technology
Join us for a comprehensive overview of cybersecurity, featuring a discussion on recent events and enforcement actions. Gain valuable insights into the latest trends, threats, and regulatory responses in the cybersecurity landscape.
Presenter:
Rachel Wilson | Managing Director | Morgan Stanley
4:00 pm – 5:00 pm Eastern
FASB Disaggregation of Income Statement Expenses (DISE) Deep Dive
1 CPE credit | Field of Study – Accounting
Explore one of the most significant rules to impact companies since revenue recognition: FASB's Disaggregation of Income Statement Expenses (DISE). Join experts and preparers for an in-depth analysis of this standard, gaining practical insights and strategies for effective implementation.
Moderator:
Chris Bolash | Financial Accounting Advisory Services | EY
Presenters:
Ed Paul | Vice President and Controller | Lockheed Martin
Steven Pinamonti | Director of Accounting Policy and Financial Reporting | IBM
Mavis Yeh | Partner, National Professional Practice Group | EY
5:00 pm – 6:00 pm Eastern
Evening Session: Automating Financial and Management Reporting for 2025
1 CPE credit | Field of Study – Information Technology
Presented by Workiva
The scope of internal and external financial reporting continues to expand, placing new demands on teams that may already be strapped for time. Explore which parts of the process are ripe for transformation, so your team can close reporting cycles faster and focus on driving the bottom line.
Panelists:
Josh Gertsch | Senior Industry Principal | Workiva
Chelsea Hall | Industry Principal | Workiva
Day 3 | Wednesday, December 18
11:00 am – 12:00 pm Eastern
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 practical implications for finance professionals.
Presenter:
Jason Furman | Nonresident Senior Fellow | Peterson Institute for International Economics
12:00 pm – 1:00 pm Eastern
Skills of the Future: The Next Era of Accounting Talent
1 CPE credit | Field of Study – Accounting
Learn effective strategies for monitoring, mentoring, and educating employees in today’s tech-driven and hybrid environment. This session will delve into the factors impacting the new generation of students considering the profession, the rise in the development of an international workforce, and best practices for retaining global talent.
Panelists:
Ed Moran | Managing Director, Aud Tech – Innovation | KPMG US
Rebecca Sproul | Audit Talent and Culture Leader | KPMG US
1:00 pm – 2:00 pm Eastern
Modernizing SOX Programs with AI: Streamlining Compliance for the Future
1 CPE credit | Field of Study – Auditing
Presented by Deloitte
In today's rapidly evolving regulatory landscape, building and maintaining a robust Sarbanes-Oxley (SOX) program is as important as ever. This session will explore the transformative potential of Artificial Intelligence (AI) in modernizing SOX compliance programs and building out new SOX programs. Attendees will gain insights into how AI can streamline compliance processes, enhance accuracy, and reduce the risk of human error. Participants will be equipped with knowledge of how they can leverage AI to increase operational efficiency and enhance their SOX compliance programs. This session is ideal for compliance officers, internal auditors, financial executives, and IT professionals seeking to modernize their compliance frameworks with cutting-edge technology.
Panelists:
Brandon Chandler | Audit & Assurance Partner | Deloitte & Touche LLP
Brad Niedzielski | Audit & Assurance Partner | Deloitte & Touche LLP
2:00 pm – 3:00 pm Eastern
Investor Priorities
1 CPE credit | Field of Study – Accounting
Hear a variety of investor perspectives about today’s disclosure landscape and their priorities for regulators.
Moderator:
Chris Hatto | Vice President Global Business Solutions and Chief Accounting Officer | General Motors
Panelists:
Todd Castagno | Executive Director | Morgan Stanley
Ron Graziano | Director, Global Accounting Research | LSV Asset Management
3:00 pm – 4:00 pm Eastern
Sustainability Operational Considerations
1 CPE credit | Field of Study – Accounting
Explore the key concerns and considerations of indexing on CSRD, focusing on interoperability challenges. Discover how companies are managing the expanding scope of requirements without a proportional increase in complexity. This session will also cover the role of outsourcing and technology in project planning and execution.
Moderator:
Melissa Bird | Senior Finance Director, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
Panelists:
Taylor Bauer | ESG Controller | AGCO
RJ Dekker | VP, Controller EMEA, APAC, LATAM | Netflix
Denise Lucas | Director and Assistant Controller | IBM Corporation
4:00 pm – 5:00 pm Eastern
Controllership Roundtable
1 CPE credit | Field of Study – Accounting
Join a panel of corporate controllers from some of America's largest companies as they review key takeaways from the conference and explore strategies for implementation. Gain insights into the day-to-day management and integration of technical accounting, financial reporting, technology, service delivery, transformation, and human resources. The panel will discuss current challenges and share their perspectives on the future expectations for finance and accounting.
Moderator:
Jaclyn Beam | Associate Professional Accounting Fellow | Financial Executives International
Panelists:
Melissa Burgum | Chief Accounting Officer and Corporate Controller | Accenture
Chris Hatto | Vice President Global Business Solutions and Chief Accounting Officer | General Motors
Matt Janzaruk | Senior Vice President and Chief Accounting Officer | Procter & Gamble
5:00 pm – 5:15 pm Eastern
Closing Remarks
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