Corporate Financial Reporting Insights Conference

Agenda

Day 1:

Tuesday, November 2

10:00 am - 4:30 pm Eastern

Day 2:

Thursday, November 4

10:00 am - 3:00 pm Eastern

     

Day 3:

Tuesday, November 9

10:00 am - 3:00 pm Eastern

Day 4:

Thursday, November 11

10:00 am - 3:00 pm Eastern

     

Day 5:

Tuesday, November 16

10:00 am - 3:00 pm Eastern

Day 6:  

Thursday, November 18

10:00 am - 3:15 pm Eastern

Agenda topics, timing, speakers and on demand availability subject to change.

 

Day 1: Tuesday, November 2 | 10:00 am - 4:30 pm Eastern

 

10:00 am – 11:00 am Eastern

The C-Suite Dream Team: Perspectives a CFO and COO Partnership
(1 CPE credit | Field of Study – Management Services)
When optimized, the partnership between the CFO and COO can drive more impact than perhaps any other relationship (think peanut butter and jelly). But when this partnership is dysfunctional, there are few things more challenging to organizational results (think oil and water). In this candid fireside chat with Jill Klindt, Workiva CFO, and Julie Iskow, Workiva COO, you’ll hear the ins and outs of how these two influential leaders deliver a shared vision for financial and operational success.

Learning Objectives:

  • Identify areas where Finance and Operations teams can align to drive meaningful impact across the enterprise
  • Recognize and avoid potential pitfalls that can arise between executive Finance and Operational leaders
  • ​ Describe the shared tactics that can be used to create a high-performing culture that prioritizes diversity, equity, and inclusion
  • Explain the methods for effective communication between other executives and the board of directors. 

Speakers:

 

11:15 am – 11:30 am Eastern

Opening Remarks

Speaker:

 
 

11:30 am – 12:30 pm Eastern

Leadership Lessons From the Top
(1 CPE credit | Field of Study – Management Services)
In this opening session, Cathy Engelbert, Commissioner of the Women's National Basketball Association and former CEO of Deloitte will share her experience, highlighting the importance of technology, diversity, and leadership.

Speaker:

  • Cathy Engelbert | Commissioner | Women's National Basketball Association (WNBA)
 

12:30 pm - 1:00 pm Eastern

Break

 
 

1:00 pm – 2:00 pm Eastern

ESG Reporting – What Investors Want
(1 CPE credit | Field of Study – Specialized Knowledge)
Environmental, Social, and Corporate Governance (ESG) metrics and disclosures are quickly becoming table stakes in the capital markets, but the demands of investors and their proxies often differ significantly leaving management executives confused. This investor-focused panel will provide different perspectives, highlighting how investors have previously viewed ESG information, how it will be utilized in the future and where common ground can be found.

Moderator:

  • David Fabricant | SVP, Global Record to Report Controller | American Express

Speakers:

 
 

2:00 pm - 2:15 pm Eastern

Break

 
 

2:15 pm – 3:15 pm Eastern

ESG Reporting – What Preparers Can Do
(1 CPE credit | Field of Study – Accounting)
Transforming multiple and disparate sources of ESG information into financial statements is a daunting challenge for financial executives and management accountants. This preparer-focused panel will discuss how controllership teams are approaching and contributing to ESG reporting efforts, including best practices, lessons learned, and challenges associated with setting up processes, controls, and governance around ESG-related data.

Moderator:

  • Marc Siegel | Partner, Financial Accounting Advisory Services | Ernst & Young, LLP

Speakers:

  • Merilee Buckley | Chief Accounting Officer | Etsy
  • Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc. / Google Inc.
  • Teri Reinseth | SVP, Corporate Controller & Chief Accounting Officer | 3M Company
 
 

3:30 pm – 4:30 pm Eastern

Assessing the Value of an External Audit: Scope, Fees, and Insights
(1 CPE credit | Field of Study – Auditing)
The COVID-19 pandemic disrupted the financial reporting ecosystem in 2020, but companies and their external auditors rose to the challenge to ensure that the US capital markets remained resilient. This session will provide insights into the key findings of Financial Education & Research Foundation’s 12th Annual Public Company Audit Fee Study, which includes questions about how remote working impacted the financial statement reporting process and the audit.

Moderator:

  • Dennis McGowan | Vice President, Professional Practice | Center for Audit Quality

Speakers:

 

Day 2: Thursday, November 4 | 10:00 am - 3:00 pm Eastern

 

10:00 am – 11:00 Am Eastern

How Automation is taking Finance and Accounting to the Cutting Edge
(1 CPE credit | Field of Study – Information Technology)
The need for Digital Transformation to keep your workforce moving forward is no longer a choice for businesses, but now a necessity. The global pandemic disrupted markets and business operations and brought unprecedented challenges to finance and accounting teams.

UiPath’s CAO and Finance team will discuss tools to help launch your digital transformation, the impact of automations on your business, and how RPA can be a “Force Multiplier” for your finance and accounting organizations. We will also hear key use cases from UiPath customers about how automation is transforming their functions and departments.

Speakers:

  • Shad Bien | Senior Director of Strategic Finance | UiPath
  • Satpreet Grewal | Director | PwC
  • Christine Moore | Pre-Sales Engineer | UiPath
  • Hitesh Ramani | Chief Accounting Officer | UiPath
  • Scott Slussar | Senior Manager of Product Management - Treasury Technology | Amazon
 

11:15 am – 12:15 pm Eastern

Fireside Chat with New SEC Leadership
(1 CPE credit | Field of Study – Accounting)
The new administration has shifted its priorities for the capital markets and how you prepare a financial statement is squarely on its agenda. Paul Munter, Acting Chief Accountant, will highlight what agenda items and focus areas are top of mind, including messages he would like communicated to investors and registrants and how preparers can most effectively engage on issues affecting the controllership.

Moderator:

Speaker:

  • Paul Munter | Acting Chief Accountant | U.S. Securities and Exchange Commission
 
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

SEC Division of Corporation Finance 
(1 CPE credit | Field of Study – Accounting)
The Chief Accountant from The Division of Corporation Finance will discuss major trends, rulemaking efforts, and current and future priorities to facilitate the disclosure of material information by providing recommendations on new or existing rules, issuing interpretive guidance, and monitoring the filings of public companies.

Moderator:

  • Brent Woodford | EVP, Controllership, Financial Planning and Tax | The Walt Disney Company

Speakers:

  • Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
  • Sarah Lowe | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
  • Melissa Rocha | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

SEC Office of the Chief Accountant 
(1 CPE credit | Field of Study – Accounting)
The Deputy Chief Accountants from the Office of the Chief Accountant will share their thoughts and perspectives on recent SEC developments, including key issues facing the preparer community and the accounting profession.

Moderator:

  • Brent Woodford | EVP, Controllership, Financial Planning and Tax | The Walt Disney Company

Speakers:

  • Diana Stoltzfus | Deputy Chief Accountant | U.S. Securities and Exchange Commission
  • John Vanosdall | Deputy Chief Accountant | U.S. Securities and Exchange Commission
 
 

Day 3: Tuesday, November 9 | 10:00 am - 3:30 pm Eastern

 

10:00 am – 11:00 am Eastern

How One Company Accelerated the Financial Close, Automated Reporting, and Enhanced Planning
(1 CPE credit | Field of Study – Information Technology)
The global pandemic has been a wake-up call for organizations who’s finance processes are hindered due to reliance on spreadsheets and legacy applications. Attend this session to learn how one organization, a global logistics provider with expertise in air, ocean, contract logistics and freight forwarding, rolled out OneStream Software globally in less than 9 months to enhance and streamline the month end close, reporting, and annual planning processes. We'll share how a technology platform became the go-to strategy for the financial close and FP&A function, and the benefits achieved since implementing this new technology.

Speakers:

  • Michelle Ford | Director of Finance | Crane Worldwide Logistics
  • John O'Rourke |  VP of Communication and Brand Marketing | OneStream Software
 

11:15 am – 12:15 pm Eastern

Global Uncertainty and the World Economy Beyond the Pandemic
(1 CPE credit | Field of Study – Management Services)
What should public- and private-sector leaders focus on next? We think the agenda is still about how we deliver on the twin imperatives of safeguarding lives and livelihoods. This is a true strategy moment for governments and businesses alike to set the switches for the next decade. Depending on their choices, the outcomes could not be more different. This session will examine what this means in practice and how the world economy can gain more than it lost to COVID-19.

Speaker:

  • Sven Smit | Senior Partner and Co-Chair of the McKinsey Global Institute | McKinsey & Company
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

PCAOB Priorities for Financial Preparers
(1 CPE credit | Field of Study – Auditing)
PCAOB Board Member Duane DesParte will be joined by COSO Board Member Dan Murdock and Vonage Board Member Jan Hauser to discuss how an increased focus on technology, third-party reliance, and digital audit efforts are contributing to changes in the audit landscape.

Moderator:

  • Ron Edmonds | Controller and VP of Controllers and Tax | Dow

Speakers:

  • Duane DesParte | Acting Chairperson | Public Company Accounting Oversight Board (PCAOB)
  • Jan Hauser | Audit Committee Chair | Vonage
  • Daniel Murdock | EVP, Chief Accounting Officer & Controller | Comcast Corporation
 
 

1:45 pm - 2:30 pm Eastern

Break

 
 

2:30 Pm – 3:30 pm Eastern

FASB Priorities for Financial Preparers
(1 CPE credit | Field of Study – Accounting)
The FASB Chair and Technical Director will discuss what was learned from the pandemic, the current priorities of the FASB technical agenda, how key standards are evolving, and what the FASB is doing to adapt to changes in the current environment.

Moderator:

  • Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc. / Google Inc.

Speakers:

  • Rich Jones | Chair | Financial Accounting Standards Board (FASB)
  • Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
 
 

Day 4: Thursday, November 11 | 10:00 am - 3:00 pm Eastern

 

10:00 am – 11:00 am Eastern

Increased Need for Financial Transparency and Information in Today’s Markets
(1 CPE credit | Field of Study – Finance)
Several accounting and financial analysis groups have been following the latest regulatory developments and believe investors need greater transparency in financial reporting information and disclosures to use in making investment decisions, particularly in a time when financial markets are more complex than ever. Join our panel discussion to learn more.

Speakers:

  • Chris Campbell | Chief Strategist | Kroll
  • Robert Conway | Former Regional Associate Director | Public Company Accounting Oversight Board (PCAOB)
  • Greg FranceschiManaging Director and Global Leader Financial Reporting Practice and Office of Professional Practice | Duff & Phelps, a Kroll Business
  • Jeffrey Mahoney | General Counsel | Council of Institutional Investors
  • Lynn Turner | Former Chief Accountant | U.S. Securities and Exchange Commission
 

11:15 am – 12:15 Pm Eastern

Rising to the Call for Diversity
(1 CPE credit | Field of Study – Personnel/Human Resources)
The past year has proven that issues around Diversity, Equity, and Inclusion can no longer be avoided in the workplace and the finance suite. Ndaba Mandela, Africa development advocate and grandson of human rights activist and former South African President Nelson Mandela, discusses his vision for diversity and how a new generation is demanding its implementation in the workplace. Fireside chat with Stephen RiveraVP, Global Technical Accounting Advisory Services & Policy, Johnson & Johnson.

Speakers:

  • Ndaba Mandela | Chairman and Co-Founder | Africa Rising Foundation
 
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

Expanding the Pipeline of Diverse Leaders in Finance and Accounting
(1 CPE credit | Field of Study – Personnel/Human Resources)
A panel of diverse executives and affinity group leaders will discuss how to increase the pipeline of effective strategies for attracting and retaining diverse talent, and supporting them in reaching executive levels.

Speakers:

  • Anna Mok | President | ASCEND
  • Stephen Rivera | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
  • Guylaine Saint Juste | President and Chief Executive Officer | National Association of Black Accountants (NABA) Inc.
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

Perspectives of the Younger Generation - Increasing Diverse Talent in Finance and Accounting
(1 CPE credit | Field of Study – Personnel/Human Resources)
A panel of young professionals and students will discuss what motivated them to pursue a career in finance and accounting, how recruiting efforts can be more effective, and from their perspectives what would be most helpful in increasing the number of diverse students that pursue finance and accounting careers.

Moderator:

  • Jazmin Gamboa | Professional Accounting Fellow | Financial Executives International

Speakers:

 
 

Day 5: Tuesday, November 16 | 10:00 am - 3:00 pm Eastern

 

10:00 am – 11:00 am Eastern

In the Forward-Looking World of Finance and Accounting, Leading Yourself and Others
(1 CPE credit | Field of Study – Management Services)
Finance departments of the future must achieve even higher levels of effectiveness while serving as stewards of their own spend. By pivoting to focus on leading themselves and others, and value creation activities, prominent financial departments can embrace an entrepreneurial future that delivers results above the impacts of cost.

Moderator:

Speakers:

  • Mark FitzPatrick | Executive Vice President and Chief Financial Officer | Madison Square Garden Entertainment
  • Tom Kovell, CPA | National Business Services People Leader | PwC
 

11:15 am – 11:40 Am Eastern

Creating the Digital Workplace in Finance
(0.5 CPE credit | Field of Study – Information Technology)
Finance teams are becoming more collaborative, and the nature of work is also changing as digital workstreams allow new ways to collaborate. A Microsoft executive will discuss what changes in technology we can expect in the near term, and how those changes will impact leadership in the workplace.

Speaker:

 
 

11:40 Am - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

Finance Skills of the Future
(1 CPE credit | Field of Study – Information Technology)
Emerging technologies can simultaneously represent both the solution as well as the challenge for finance leaders. Recruiting the right people with the right skills becomes even more complicated as new technologies emerge. A panel of large public companies will discuss how they are getting their finance and accounting teams up to speed on big data, digital analysis, etc.

Moderator:

  • Ann Johnston | Partner, Organization and Workplace Transformation Practice | PwC 

Speakers:

  • Craig Brabec | Chief Data Analytics Officer | McDonald’s Corporation
  • Patrick Driscoll | SVP, Customer and Finance Support | Dell
  • Cory Hrncirik | Director, Microsoft Finance Digital Transformation | Microsoft Corporation
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

Emerging Tech in Financial Reporting
(1 CPE credit | Field of Study – Information Technology)
To help drive financial transformation, more leaders are exploring the power and possibilities afforded by such innovations as artificial intelligence, blockchain and robotic process automation. In this session, Deloitte leaders will focus on transforming financial reporting and will provide practical examples and discuss impacts made by emerging technologies as well as new tools for managing risk--all while maximizing benefits.

Moderator:

  • Brian Cassidy | Audit & Assurance Partner | Deloitte & Touche, LLP

Speakers:

  • Brad Niedzielski | Audit & Assurance Partner | Deloitte & Touche, LLP
  • Krystle Redic | Audit & Assurance Senior Manager | Deloitte & Touche, LLP
 
 

Day 6: Thursday, November 18 | 10:00 am - 3:15 pm Eastern

 

10:00 am – 11:00 Am Eastern

The Resurging Finance Leader: What is it going to take?
(1 CPE credit | Field of Study – Management Services)
Today’s Office of Finance leaders are once again becoming a resurgent force. They stepped up during the pandemic, and met the challenges of forecasting unknown demand, often with limited technology and team resources. Just as impressive, many answered the call in the midst of digital transformation that had to be paused. And now, these transformations need to be accelerated. It’s not enough to reduce waste to free-up capacity; these leaders know they need to invest more in value-driving financial technology that deploys data and analytics securely at scale. That, while adopting cloud-based solutions, and keeping a focus on hiring, retaining, and developing the best digital skills in finance to take advantage of post pandemic growth. The resurging finance leader realizes that the current environment is the opportunity of a lifetime to lead the finance function of the future, but that this finance function needs radical transformation to seize market growth opportunities.

Join our session to share in the dialogue and discuss:

  • Key lessons learned during the pandemic and how to build up your team post pandemic
  • How to enable new data collection techniques, which transforms data into an asset, not just another element to manage/reconcile
  • Steps to co-create the future of your business while delivering agile, scenario-based budgeting and forecasting process to inform decision-making and align finance with sales, operational, and strategic planning stakeholders
  • Why there’s a need for, and how to build a digital transformation business case, harnessing people, processes and new technologies and;
  • Lastly, why the resurging finance leaders know that they’re the ones best able to help steer the business in a data-driven world

Speaker:

 

11:15 am – 12:15 pm Eastern

The Hybrid Workplace – What it Means to Finance and the Audit
(1 CPE credit | Field of Study – Business Management & Organization)
Hear from KPMG leaders on trends shaping today’s workplace and how companies are adapting – from advanced technologies to wellness. Whether staff are remote, in-person, or somewhere in between, the work may remain largely the same, but where and how it is performed has perhaps forever been changed. Join us for this must-have conversation.

Speakers:

 

12:15 pm - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

Talent - Attraction, Retention, Development
(1 CPE credit | Field of Study – Peronnel/Human Resources)
A panel of professionals will discuss best practices for attracting, retaining, and developing talent with a focus on DE&I and technology skills.

Moderator:

Speakers:

  • Jenaya AllsopSenior Director, Global Finance Talent Management | Johnson & Johnson
  • Tim Hird | Executive Vice President | Robert Half
  • Megan Kennaugh | Director, Development Programs Talent Development and Diversity | AT&T
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

Controllership Roundtable
(1 CPE credit | Field of Study – Business Management & Organization)
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:

  • Jazmin Gamboa | Professional Accounting Fellow | Financial Executives International

Speakers:

 
 

3:00 pm - 3:15 pm Eastern

Closing Remarks

Speaker:

 
 
 

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