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Corporate Financial Reporting Insights Virtual Conference 2020

Agenda

 

Day 1 - Monday, November 2 | 10:00 am - 3:15 pm Eastern
Day 2 - Wednesday, November 4 | 10:00 am - 3:00 pm Eastern
Day 3 - Monday, November 9 | 10:00 am - 3:00 pm Eastern
Day 4 - Wednesday, November 11 | 10:00 am - 3:45 pm Eastern
Day 5 - Monday, November 16 | 10:00 am - 3:00 pm Eastern
Day 6 - Wednesday, November 18 | 10:00 am - 3:15 pm Eastern

 

Can't make it? Register anyway to take advantage of the conference as an on-demand opportunity. CPE requirements for each session can be completed by December 31, 2020 so register now even if you are unable to attend the live conference!

*Agenda topics, timing and speakers subject to change.

 

Day 1 - Monday, November 2 | 10:00 am - 3:15 pm Eastern

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

The “New Normal” for Internal Controls
This session will focus on how internal controls can be enhanced to achieve ongoing business continuity and reduce risk in the “new normal.” We’ll discuss how automation can alleviate the risks of manual processes and will describe how process automation supports end-to-end business continuity. We’ll look a look at how internal controls and self-assessments can be built into automated solutions. We’ll also discuss the benefits of today’s risk management tools and how control weaknesses can be immediately mitigated. Our “new normal” needs to support the seamless continuation of internal control programs in a paperless and touchless environment.

 

Speaker:

 
 

11:15 am – 11:30 am Eastern

Opening Remarks

Speakers:

  • Aaron Anderson | VP, Treasurer | PayPal Holdings, Inc.
    Chair of 2020 Corporate Financial Reporting Insights Conference
  • Andrej Suskavcevic, CAE | President & CEO | Financial Executives International
 
 

11:30 am - 12:30 pm Eastern

The Next 75 Years ... Why Focused Leadership is so Important
While the state of the accounting and finance profession has evolved, is there real progress? Today’s financial leaders need to push their comfort level to ensure an organization is as inclusive as possible by finding ground in a diverse environment. In this keynote learn how today’s leaders evolved past mastering technical accounting skills and moved into real leadership that matters.

Speakers:

  • Herschel Frierson | Chairman | National Association of Black Accountants (NABA) 
    Managing Director | Crowe, LLP
  • Aaron Anderson | VP, Treasurer | PayPal Holdings, Inc.
 
 

12:30 pm - 1:00 pm Eastern

Break

 
 

1:00 pm – 2:00 pm Eastern

Beyond Thoughts and Prayers: Action Oriented Diversity and Inclusion
The importance and significance of diversity and inclusion (“D&I”) in the workplace is one of the most complex and sensitive topics for corporate boards and management. The onset of the “Me Too” movement and the death of George Floyd have emphasized the importance of creating a diverse and inclusive workforce. This candid conversation will focus on specific initiatives company leaders are implementing, the firsthand experiences, and how diversity and inclusion contribute to the overall success of their businesses.

Moderator:

  • Lara Abrash | Chairman and Chief Executive Officer | Deloitte & Touche LLP

Speakers:

  • Mariana Fagnilli | Vice President Global Office of Diversity & Inclusion | Liberty Mutual Insurance
  • Stephen Rivera | Vice President, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
 
 

2:15 pm – 3:15 pm Eastern

Business Continuity Becomes Business As Usual
The pandemic has proven the value of having a business continuity plan, but few anticipated a scenario where a disruption would last months or even years. Get the perspective for business continuity planning, what works, and what doesn’t work.

Speakers:

  • David Fabricant | SVP, Global Record to Report Controller | American Express
  • Alice Jolla | Chief Accounting Officer and Corporate Vice President | Microsoft
  • Rita Karachun | Senior Vice President Finance and Global Controller | Merck
 
 

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

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

Leading at Speed: Streamlining Financial Reporting and Planning and Identifying Financial Signals in Your Operational Data
The 2020s started off with a major disruption caused by the COVID-19 pandemic, and the decade is likely to continually challenge CFOs and Finance teams. You will be challenged to navigate changes in an external environment combined with increasing internal business complexity as your organizations grow and evolve. To conquer these complexities and “lead at speed,” Finance executives and teams must master the basic Finance processes, then layer on more advanced capabilities that can drive strategic advantage. Attend this session to learn about the best practices organizations are adopting in streamlining book-of-record financial reporting, implementing agile planning and forecasting processes, and supporting enterprise-wide decision making via timely and accurate performance reporting.
Find out how to take performance management to the next level by identifying key financial signals in operational data that enable Finance and line of business leaders to take action daily and weekly to impact period-end financial results.

 

Speaker:

  • John O'Rourke | VP of Product Marketing and Communications | OneStream Software
 
 

11:15 am – 12:15 pm Eastern

Perspectives: A Dialogue with FASB Chairman Rich Jones
Financial Accounting Standards Board (FASB) Chairman Rich Jones began his term on July 1, in the throes of a pandemic. Jones will engage in a dialogue and discuss his goals and priorities, including his approach to standard setting and changes made to set the Board on a path for continued path for success.

Speakers:

  • Rich Jones | Chairman | Financial Accounting Standards Board (FASB)
  • Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc.
 
 

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

FASB Agenda: Priorities of the Board
This session will explore how the Financial Accounting Standards Board (FASB) successfully balances the views of preparers, investors, and audit firms when it comes to new standards. Hillary Salo, new Technical Director at the FASB, will discuss the current FASB technical agenda, her perspectives on the state of adoption of new standards, the FASB’s role after the standard is written, and what she sees the FASB focusing on as businesses navigate the current environment.

Speakers:

  • Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
  • Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc.
 
 

2:00 pm – 3:00 pm Eastern

The FASB: Hot Topics
The Financial Accounting Standards Board (FASB) has been moving ahead with several key items on its agenda despite the disruption in markets and the economy. Learn about new implementations and the practical considerations around projects that are currently on or recently completed from the FASB’s technical agenda.

Speakers:

  • Chris Cryderman | Partner |  Deloitte & Touche National Office - Accounting and Reporting Services Group
  • David Schneider | Chief Financial Officer | Broadmark Realty Capital
 
 

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

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

More information to come.

 
 


11:15 am – 12:15 pm Eastern

2021 and Beyond: The Economic Impacts of COVID-19, the Presidential Election and the Future
While the ultimate economic fallout of the COVID-19 pandemic remains unknown, past crises offer lessons on how to survive and recover. Moody’s economist Mark Zandi has studied the Great Recession and gained extensive insight of what did and did not work. Zandi will discuss the global pandemic, the presidential election, and the future of the US and global economy.

Speaker:

  • Mark Zandi | Chief Economist | Moody's Analytics
 
 

12:15 Pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

Technology and Data Analytics in the Audit
The Public Company Accounting Oversight Board (PCAOB) has engaged in extensive efforts to reevaluate the organization and study the auditing profession, particularly considering today’s environment. Learn firsthand how the Board is making progress against its 5-year strategic plan, with a focus on how technology and standard setting intersect, and how audit firms are leveraging data analytics.

Moderator:

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

Speaker:

 
 

2:00 pm - 3:00 pm Eastern

Leveraging Automation and Technology to Increase Productivity
CFOs have always looked for savings, and that effort is even more critical now for many companies amid the impacts from COVID-19. As such, we aim to understand how productivity is evolving in order to plan for the future. Employing automation and RPA to analyze meetings, emails, and chats to identify patterns and trends is just the beginning. In this session you will learn how to leverage new technologies to increase employee engagement, promote work-life balance, and more.

Speaker:

  • Michelle Chang | General Manager and CFO of Modern Workplace and Security Finance | Microsoft
 
 

Day 4 - Wednesday, November 11 | 10:00 am - 3:45 pm Eastern

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

More information to come.

 
 

11:15 am – 11:45 am Eastern

SEC Overview
As the US Securities and Exchange Commission’s Chief Accountant, Sagar Teotia has overseen significant change since he began his role. Listen as Teotia lists his priorities for the coming year and learn about leading the staff in the Commission's Office of the Chief Accountant.

Speaker:

  • Sagar Teotia | Chief Accountant | U.S. Securities and Exchange Commission
 
 

12:00 pm - 1:00 pm Eastern

The SEC: Office of the Chief Accountant Update
Deputy Chief Accountants at the SEC share their thoughts and perspectives on recent SEC developments, including key issues facing the preparer community and the accounting profession.

Moderator:

  • Kevin MacKay | Vice President, Global Technical Accounting Advisory Services & Policy  | Pfizer

Speakers:

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

1:00 pm - 1:30 pm Eastern

Break

 
 

1:30 pm – 2:30 pm Eastern

The SEC: Division of Corporation Finance Update
The Division of Corporation Finance monitors the filings of public companies to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. Learn firsthand about major trends and the Division’s future priorities.

Moderator:

  • Kevin MacKay | VP, Global Technical Accounting Advisory Services | Pfizer

Speakers:

  • Patrick Gilmore | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
  • Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
 
 

2:45 pm – 3:45 pm Eastern

Audit Committee Best Practices
Audit committees play a vital role in the financial reporting system that requires oversight by active, knowledgeable, and independent members. Learn best practices from leading audit committee members, preparers, and auditors around communication, what topics to discuss, and the frequency and planning of interactions with external auditors.

Moderator:

  • Laura Shiffman | Professional Accounting Fellow | Financial Executives International

Speakers:

 
 

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

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

A Perfect Match: How to Supercharge Digital Transformation by Partnering with IT
Whether you and your IT team are best friends, or you bristle at the notion of involving them in your finance digital transformation, successful change agents understand how important the IT and finance partnership can be. But just bringing them along for the ride isn’t enough. In this conversational session, you will hear best practices, candid insights, and cautionary tales about partnering with your IT team—from technology and finance leaders who have seen it all.

Speakers:

  • Steve Soter | Senior Director of Product Marketing and Accounting Industry Principal | Workiva
  • Julie Iskow | Chief Operating Officer | Workiva
 

11:15 am – 12:15 pm Eastern

Leading a New Generation
Finance professionals entering today’s workplace face myriad challenges, from a stressed employment outlook, technology disruption, assimilation and growth in a remote work environment and a upended work/life balance paradigm. It’s up to today’s leaders to help shepherd the new class of accountants that is not only prepared to face these challenges but able to protect the industry’s valuable reputation. This panel will discuss how to lead the next generation of finance professionals, knowing the challenges they face ahead.

Moderator:

  • Becky Burke | Americas Assurance Talent Leader | Ernst & Young, LLP
 

12:15 pm - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

Wellness and The Work From Home Life
Companies continue to expand programs to promote health and wellness, but the conversation around those issues have completely changed as a result of the pandemic. No more discussions about the best use of an office gym. Learn from leaders about personal energy management, making the work from home set up efficient and comfortable using good ergonomics, mindfulness and meaningful breaks; and how to foster and engaged resilient culture.

Speaker:

 

2:00 pm – 3:00 pm Eastern

What Veterans Can Teach Us About Leadership
As we celebrate Veterans Day, we dive deeper into the role veterans have served and now lead in the financial suite. Research has shown that military training is unparalleled in building management and leadership skills, Military experiences have changed the way our veterans think and approach problems. This panel will focus on the values and skills that veterans bring to your team. While Veterans may not match all the criteria in a job description, they bring tools and intangibles companies need to thrive, especially in times of adversity and challenge. Topics to be discussed include “Commanders Intent”, responsibility, accountability, courage, and leadership – and how Veteran skillsets can be a vital component of a company’s broader talent strategy.

Speakers:

  • Alex Cross | Sr. Director, M&A Integrations | PayPal Holdings, Inc.
  • Alex Gorsky | Chief Executive Officer | Johnson & Johnson
 
 
 

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

10:00 am – 11:00 am Eastern

Bonus CPE Session

 

More information to come.

 
 

11:15 am – 12:15 pm Eastern

Investing in You: Finance Skills of the Future
Rapid rates of transformation require finance professionals to innovate. What important skills are a must-have to succeed within the finance function? The financial professional of the future must utilize strategic and critical thinking skills to solve complex problems, leverage new technologies, and manage ever-changing risks.

Speaker:

  • Joe Atkinson | Vice Chair, Chief Products and Technology Officer | PwC
 
 

12:15 pm - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

The Role of Finance in ESG and Non-Financial Reporting
The move towards Environmental, Social, and Governance (ESG) investing is already well underway and becoming a top issue for CFOs and investors, but the financial reporting mechanisms are playing catch up. Marc Seigel, Partner, Financial Accounting Advisory Services at EY, and board member of the Sustainability Accounting Standards Board (SASB) discusses the future of sustainability reporting and how management will match up with the expectations of investors.

Speakers:

  • Marc Siegel | Partner, Financial Accounting advisory Services | Ernst & Young, LLP
  • John DeRose | Managing Director, Climate Change and Sustainability Services | Ernst & Young, LLP
  • Keith Bell | Senior Vice President, Corporate Finance | The Travelers Companies, INC
  • Merilee Buckley | Chief Accounting Officer | Etsy
 
 

2:00 pm – 3:00 pm Eastern

Controllership Roundtable
What are the key takeaways from CFRI and how can they be operationalized? Controllers from some of the largest companies in Corporate America will debrief on important themes discussed and share their perspectives on day-to-day management through the interconnectivity of technical accounting and financial reporting, technology, service delivery, transformation, and people issues. Learn about the challenges they face today and what their expectations are for the future of finance.

Moderator:

  • Laura Shiffman | Professional Accounting Fellow | Financial Executives International

Speakers:

  • Sue Taylor | Chief Accounting Officer | Facebook
  • Jeff Karbowski | Chief Accounting Officer | PayPal Holdings, Inc.
  • Alison Yara | Vice President & Chief Accountant | IBM Corporation
 
 

3:00 pm - 3:15 pm Eastern

Closing Remarks

Speaker:

 
 
 

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