42nd Annual SEC and Financial Reporting Conference

Agenda

Thursday, June 6
7:00 am - 6:00 pm PACIFIC

Agenda topics, timing, and speakers subject to change.
 

7:00 am – 9:00 am Pacific

Registration

 
 

7:30 am – 8:30 am  Pacific

Breakfast Session: AI in Accounting & Finance - Practical Tips for Today’s Pros
1 CPE credit | Field of Study – Specialized Knowledge
Presented by Riveron
Our exploration uncovers AI's transformative impact on finance and accounting, addressing emerging trends, challenges, and opportunities. We then delve into a popular AI tool for accountants, revealing its functionalities and real-world applications, which empower professionals to optimize efficiency and innovate. We will also discuss critical considerations like governance, risk, control, and confidentiality in AI adoption, providing strategies for responsible implementation amidst regulatory, privacy, security, and ethical concerns.

Learning Objectives

  • Understand AI's transformative impact on finance and accounting, including emerging trends, challenges, and opportunities.
  • Identify functionalities and real-world applications of popular AI tools tailored for controllers, enabling professionals to optimize efficiency and foster innovation in traditional accounting practices.
  • Learn critical considerations such as governance, risk, control, and confidentiality in AI adoption, and develop strategies for responsible implementation to navigate regulatory, privacy, security, and ethical concerns effectively.

Presenters:
Isaac Heller | CEO and Co-Founder | Trullion
Drew Niehaus | Managing Director | Riveron

 
 

8:30 am – 8:45 am Pacific

USC & FEI Annual SEC and Financial Reporting Conference Welcome

Tony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting
William Holder | Dean, Alan Casden Dean’s Chair | USC Leventhal School of Accounting
Andrej Suskavcevic, CAE | President and CEO | Financial Executives International and Financial Education & Research Foundation

 
 

8:45 am – 9:35 am  Pacific

Opening Keynote Session: Fireside Chat with the SEC and the FASB
1 CPE credit | Field of Study – Accounting

Moderator:
Mark Kronforst | Partner, Professional Practice | Ernst & Young LLP | Former Chief Accountant, Division of Corporation Finance | US Securities and Exchange Commission (SEC)

Panelists:
Richard R. Jones | Chair | Financial Accounting Standards Board (FASB)
Paul Munter | Chief Accountant, Office of the Chief Accountant | Securities and Exchange Commission Staff (SEC)

 
 

9:40 am – 10:55 am  Pacific

Current SEC Developments and Financial Reporting Updates
1.5 CPE credits | Field of Study – Accounting

Moderator:
John W. White | Partner, Chair, Corporate Governance and Board Advisory Practice, Cravath, Swaine & Moore LLP | Chair, Advisory Council, USC SEC and Financial Reporting Institute

Panelists:
Kyle Moffat | National Office Partner | PwC
Melissa Rocha | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
Brent Woodford | Executive Vice President, Controllership, Finance and Tax | The Walt Disney Company

 
 

10:55 am – 11:15 am  Pacific

Morning Networking and Refreshment Break
Sponsored by OneSource Virtual

 
 

11:15 am – 12:30 pm  Pacific

Current Accounting Practice Issues
1.5 CPE credits | Field of Study – Accounting

Moderator:
Bob Malhotra | Partner and Chief Accountant | KPMG

Panelists:
Angela Newell | National Office Partner | BDO
Hillary H. Salo | Director of Technical Activities and Chair of the Emerging Issues Task Force (EITF) | Financial Accounting Standards Board (FASB)
Jonathan Wiggins | Deputy Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
Vickie Wong | Senior Vice President, Chief Accounting Officer | Cisco Systems

 
 

12:30 pm – 1:30 pm Pacific

Networking Luncheon

 
 

1:30 pm – 2:45 pm  Pacific

SEC Enforcement Update
1.2 CPE credits | Field of Study – Accounting

Moderator:
Jennifer Leete | Partner, Litigation | Cravath, Swaine & Moore LLP

Panelists:
Matt Jacques | Partner and Managing Director | AlixPartners
Ryan Wolfe | Chief Accountant, Division of Enforcement | U.S. Securities and Exchange Commission

 
 

2:50 pm – 4:05 pm  Pacific

Current Auditing Practice Issues
1.5 CPE credits | Field of Study – Auditing

Moderator:
Bill Calder | Chief Auditor | Deloitte & Touche, LLP

Panelists:
George Botic | PCAOB Board Member, Former Director of PCAOB Division of Registration and Inspections
Jennifer Cavanaugh | Chief Auditor | Grant Thornton
David Fabricant | Executive Vice President, Deputy Corporate Controller | American Express
Jonathan Wiggins | Deputy Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)

 
 

4:05 pm – 4:25 pm  Pacific

Afternoon Networking and Refreshment Break

 
 

4:25 pm – 5:25 pm  Pacific

Controller Roundtable
1.2 CPE credits | Field of Study – Accounting

Moderator:
Steve Rivera | Vice President, Global Technical Accounting Advisory Services and Policy | Johnson & Johnson

Panelists:
Matt Busch | Vice President, Finance, Chief Accounting Officer | Amgen
David Fabricant | Executive Vice President, Deputy Corporate Controller | American Express
Brent Woodford | Executive Vice President, Controllership, Finance and Tax | The Walt Disney Company
Vickie Wong | Senior Vice President, Chief Accounting Officer | Cisco Systems

 
 

Adjournment and Networking Reception

Tony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting

 
 

5:30 pm – 6:30 pm  Pacific

Online-Only Bonus Session: Real-Life Reactions to the Current
Corporate Reporting Landscape 

1 CPE credit | Field of Study – Accounting
Presented by Workiva
To mitigate strategic, operational, financial, and reputational risks in today’s world, organizations are rethinking long-held reporting practices and ideas of how teams should work together. In this session, we will discuss the current state of financial and non-financial reporting and recent survey findings from Workiva about how attitudes toward integrated reporting are evolving. This will include a high-level look at:

  • Challenges of integrating financial and non-financial reporting 
  • Survey results from the 2024 Executive Benchmark on Integrated Reporting 
  • Companies’ current state of readiness for regulatory compliance 
  •  The role of technology in building out integrated reporting processes, controls, teams, and data 

Moderator:
Steve Soter | Vice President & Industry Principal | Workiva

Panelists:
Mark Mellen | Industry Principal - ESG | Workiva
Esther Toth | Senior Industry Principal, Sustainability - ESG | Workiva

 
 
 

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