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: Artificial Intelligence for CFOs and Controllers
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
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
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
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 – 1:45 pm Pacific
Networking Luncheon
1:45 pm – 2:45 pm Pacific
SEC Enforcement Update
Moderator:
Jennifer Leete | Partner, Litigation | Cravath, Swaine & Moore LLP
Panelist:
Matt Jacques | Partner and Managing Director | AlixPartners
2:50 pm – 4:05 pm Pacific
Current Auditing Practice Issues
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
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
Presented by Workiva
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