Corporate Financial Reporting Insights Conference

Agenda

Day 1 – Monday, November 7
Day 2 – Tuesday, November 8

Agenda topics, timing, and speakers subject to change.
 

Day 1 | Monday, November 7

 

6:30 am – 5:00 pm Eastern

Registration

 
 

7:00 am – 8:00 am Eastern

Breakfast Breakout Sessions

 

Your 2nd ERP: The Role of Technology at the Intersection of Climate and Financial Reporting
(1 CPE credit | Field of Study – Specialized Knowledge | Available to In-Person Attendees)
Empire West
Presented by Workiva
As governments in the U.S. and across the globe propose and adopt climate reporting standards, greenhouse gas (GHG) emissions are emerging as a key reporting measure for investors, stakeholders, and regulators alike. But how does this metric get collected, calculated, reported, and audited? Join this session as we review the increasing prominence of GHG emissions reporting and the critical role of technology in safeguarding organizations from the increasing risk of getting it wrong.

Presenters:

 

Assessing the Value of an External Audit: Scope, Fees, and Insights
(1 CPE credit | Field of Study – Specialized Knowledge | Available to In-Person Attendees)
Empire East
Presented by CAQ
In 2021, growth in the capital markets coupled with an active M&A market sparked continued innovation and expanded the scope of financial reporting and the audit. This session will provide insights into the key findings of the Financial Education & Research Foundation’s (FERF) 13th annual audit fee study which includes questions on the quality of communication between auditors and public companies, the use of technology in the audit, the potential effects of proposed climate reporting requirements, and macroeconomic factors that may impact the audit marketplace in the future.  

Moderator:

  • Taylor Harris | Fellow, Professional Practice | Center for Audit Quality

Presenters:

 
 

8:15 am – 8:30 am Eastern

Welcome & Opening Remarks

Metropolitan East

Andrej Suskavcevic, CAE | President and CEO | Financial Executives International (FEI) and Financial Education & Research Foundation (FERF)

Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson | 2022 CFRI Conference Chair

 
 

8:30 am – 9:30 am Eastern

General Session: Keynote - A Conversation with Linda Zukauckas
(1 CPE credit | Field of Study – Management Services)
Metropolitan East
Linda Zukauckas will join a fireside chat with Steve Rivera, sharing her experiences on leadership, innovation, technology, wellness, sustainability, diversity, and how finance professionals all play a role in leading in these areas.

Moderator:

  • Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson

Presenter:

 
 

9:30 am – 10:30 am Eastern

General Session | Investor ESG
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
This session will highlight investor perspectives and priority related to ESG related disclosures, including what information they prioritize most, their views on location of information and how ESG information is used in their analysis.

Moderator:

  • Alice Jolla | Chief Accounting Officer and Corporate Vice President | Microsoft

Presenters:

 
 

10:30 am – 11:00 am Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

11:00 am – 12:00 pm Eastern

General Session | SEC Fireside Chat
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
Acting Chief Accountant Paul Munter will join Jeff Karbowski, CAO, PayPal Holdings for a fireside chat highlighting SEC agenda updates and focus areas that are top of mind.

Moderator:

Presenter:

  • Paul Munter | Acting Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission
 

12:00 pm – 1:00 pm Eastern

General Session | SEC Office of the Chief Accountant
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
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 in a panel.

Moderator:

  • Dan Murdock | EVP, CAO & Controller, Corporate Accounting & Reporting | Comcast Corporation

Presenters:

  • Diana Stoltzfus | Deputy Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
  • Jonathan Wiggins | Senior Associate Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
 
 

1:00 pm – 2:00 pm Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

2:00 pm – 3:00 pm Eastern

General Session | SEC Division of Corporation Finance
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
The Chief Accountant and Deputy Chief Accountants from The Division of Corporation Finance will join a panel to 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 | Executive Vice President, Controllership, Financial Planning and Tax | The Walt Disney Company

Presenters:

  • Sarah Lowe | Deputy Chief Accountant, Division of Corporation Finance | 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)
 
 

3:00 pm – 4:00 pm Eastern

Afternoon Concurrent Sessions
3 Sessions available – 1 CPE credit each. Please select one.

Carbon Reporting
(1 CPE credit | Field of Study – Accounting)
Empire West
Hear from leaders at Deloitte as they discuss carbon reporting - what does it mean, practical solutions, and how to implement and frame assurance readiness.

Moderator:

  • Lee Ballin | Managing Director, Sustainability and ESG Services | Deloitte & Touche LLP

Presenters: 

 

Demystifying Digital Assets
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
Coinbase and OpenSea will be joined by Crowe for an introduction to digital assets. They will be sharing more on crypto basics, the metaverse, NFTs, and the evolution of digital assets their various functionalities and considerations on how to account for and report these items.

Moderator:

Presenter:

  • Mary Kauffman | Head of Technical Accounting | OpenSea
  • Gregory Tusar | VP of Product for Institutions | Coinbase
 

Understanding Potential Updates to Segment and Income Statement Disaggregation
(1 CPE credit | Field of Study – Accounting)
Empire East
Join KPMG leaders for an engaging session and a must-have discussion on two FASB projects, Segment Reporting, and Income Statement Disaggregation. During this one-hour session, you will gain an understanding of the current proposals, hear what challenges companies currently face when reporting on segments and financial performance, and learn about the potential impacts for companies as they navigate the possible transition.

Presenters:

 
 

4:00 pm – 4:30 pm Eastern

Networking Break in Exhibit Hall

Metropolitan West
 
 

4:30 pm – 5:30 pm Eastern

GAAP Gang
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
The GAAP Gang, consisting of Colleen Cunningham, Robert Herz, Rita Karachun, Steve Rivera, and Paul Stahlin will provide insights and commentary on relevant current accounting and reporting topics.

Moderator:

  • Tim Gearty | National Lead InstructorBecker CPA Review Course

Presenters:

  • Colleen Cunningham | Audit Committee Chair | Cyngn
  • Robert Herz | Former FASB Chair, Current Board Member and Audit Committee Chair of Several Companies
  • Rita Karachun | Senior Vice President and Global Controller | Merck & Co., Inc.
  • Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
  • Paul Stahlin | Audit Committee Chair | Miami International Holdings
 
 

5:30 pm – 6:30 pm Eastern

FEI 90th Anniversary Reception in Exhibit Hall
Metropolitan West
Enjoy a special celebratory cocktail reception in the Exhibit Hall to honor FEI’s 90th Anniversary. Formed as the Controllers Institute of America at a time overshadowed by The Great Depression (and Prohibition!), today, FEI continues to educate, shape, and influence the finance function in corporate America. FEI is where financial leaders thrive – we invite you to join your peers and celebrate this milestone anniversary with canapes and classic “lockdown” cocktails of the 1930s.

 
 

5:30 pm – 7:30 pm Eastern

Online Session Replays For CPE Credit

  • Replay 1: Keynote | 5:30 pm – 6:30 pm Eastern
  • Replay 2: Investor ESG | 6:30 pm – 7:30 pm Eastern
 
 

Day 2 | Tuesday, November 8

6:30 am – 12:00 pm Eastern

Registration
 

 

7:00 am – 8:00 am Eastern 

Breakfast Breakout Sessions
(1 CPE credit | Field of Study – Specialized Knowledge | Available to In-Person Attendees)

 

Establishing Processes for Audit-Ready Climate Data
(1 CPE credit | Field of Study - Specialized Knowledge | Available to In-Person Attendees)
Empire West
Presented by Persefoni
Increasing regulatory and industry standards are quickly shaping the climate disclosure landscape. Simultaneously, it is increasingly being used to inform investment decisions as asset managers aim to reduce financed emissions and build climate-friendly product offerings. As a result, there is an increased need for verified, investment-grade climate data. This session will provide an interactive discussion with leading experts from the IFRS Foundation’s International Sustainability Standards Board (ISSB) and Persefoni who will provide guidance on the processes required to collect and audit investment-grade climate data and solutions available to companies to support those processes. The session will also reveal some of the latest research FEI and Persefoni are conducting on the readiness of FEI members for such disclosures.

Moderator:

 

Presenters:

  • Desiré Carroll | Director, Professional Practice | Center for Audit Quality
  • Chris Helscher | Director, Corporate Sustainability | Persefoni
  • William Scherba | Senior Director, Investor Grade Reporting | Persefoni
  • Neil Stewart | Director of Corporate Outreach | IFRS Foundation
 
 

8:00 am Eastern

Welcome Back Remarks

Metropolitan East

Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson

 
 

8:00 am – 9:00 am Eastern

General Session | Cybersecurity Incident Reporting
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
Anthony Ferrante will join a fireside chat with a FBI special agent providing an overview of the SEC's Cybersecurity proposal, an overview of the new FTC proposal, and client examples of best practices regarding improvements to cybersecurity reporting.

Presenters:

  • Anthony Ferrante | Senior Managing Director | FTI Consulting
  • Amit Kachhia-Patel | Supervisory Special Agent | FBI
 
 

9:00 am – 10:00 am Eastern

General Session | Economic Update and Practical Implications
(1 CPE credit | Field of Study – Economics)
Metropolitan East
Join Jason Furman for a comprehensive economic update, including practical implications and considerations for finance leaders and corporations.

Presenter:

  • Jason Furman | Nonresident Senior Fellow | Peterson Institute for International Economics
 
 

10:00 am – 10:30 am Eastern

Networking Break in Exhibit Hall

Metropolitan West
 
 

10:30 am – 11:30 am Eastern

General Session | Public Company Accounting Oversight Board (PCAOB) Fireside Chat
(1 CPE credit | Field of Study – Auditing)
Metropolitan East
PCAOB Board Members Duane DesParte and Christina Ho will be joined by PwC Partner Brian Croteau to discuss the Board’s priorities and goals, and current developments in the areas of standard setting, inspections, and enforcement.

Moderator: 

Presenters: 

 
 

11:30 am – 12:30 pm Eastern

General Session | Financial Accounting Standards Board (FASB) Panel Update
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
The FASB Chair will be joined by an investor representative from Moody's and moderated by a preparer representative from Nike to discuss 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:

  • Holly Grennan | Senior Director, Global Technical Accounting & Policy | Nike

Presenters:

  • David Gonzales | Vice President - Senior Accounting Analyst | Moody's Corporation
  • Rich Jones | Chair | Financial Accounting Standards Board (FASB)
 
 

12:30 pm – 1:30 pm Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

1:30 pm – 2:30 pm Eastern

General Session | Preparing for SEC Climate Rule
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
Hear from EY leaders and their clients on preparing for the SEC climate rule – practical next steps and action items companies can take.

Moderator:

  • Marc Siegel | EY Americas Corporate and ESG Reporting Thought Leader | Ernst & Young LLP

Presenters:

  • Melissa Bird | Senior Finance Director, Global Technical Accounting Advisory | Johnson & Johnson
  • Ioana Florescu | Director, Financial Assurance and Technology | General Motors
  • Ciara Lee | ESG Director | Cisco
 
 

2:30 pm – 3:30 pm Eastern

General Session | Controllership Roundtable
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
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

Presenters: 

 
 

3:30 pm – 3:40 pm Eastern

Closing Remarks
Metropolitan East
Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson

 
 

3:40 pm – 5:20 pm Eastern

Online Session Replays for CPE Credit

  • Replay 1: Economic Update and Practical Implications | 3:40 pm – 4:30 pm Eastern
  • Replay 2: PCAOB Fireside Chat | 4:30 pm – 5:20 pm Eastern
 
 
 

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