Corporate Financial Reporting Insights Conference

Agenda

Day 1:

Tuesday, November 2

10:00 am - 3:15 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 | 11:15 am - 3:15 pm Eastern

 

11:15 am – 11:30 am Eastern

Opening Remarks

Speakers:

  • Sue Taylor | Chief Accounting Officer | Facebook, Inc.
  • Andrej Suskavcevic, CAE | President and CEO | Financial Executives International / Financial Education & Research Foundation
 
 

11:30 am – 12:30 am Eastern

Keynote Session
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
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
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:

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

Day 2: Thursday, November 4 | 11:15 am - 3:00 pm Eastern

 

11:15 am – 12:15 pm Eastern

Fireside Chat with New SEC Leadership
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:

  • Sue Taylor | Chief Accounting Officer | Facebook, Inc.

Speaker:

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

12:15 pm - 12:45 pm Eastern

Break

 
 

12:45 pm - 1:45 pm Eastern

SEC Division of Corporation Finance 
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

Speaker:

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

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

SEC Office of the Chief Accountant 
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 Stoltzfuz | Deputy Chief Accountant | U.S. Securities and Exchange Commission (SEC)
  • John Vanosdall | Deputy Chief Accountant | U.S. Securities and Exchange Commission (SEC)
 
 

Day 3: Tuesday, November 9 | 11:15 am - 3:30 pm Eastern

 

11:15 am – 12:15 pm Eastern

Global Uncertainty and the World Economy Beyond the Pandemic
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
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)
  • Daniel Murdock | EVP, Chief Accounting Officer & Controller | Comcast Corporation
  • Jan Hauser | Audit Committee Chair | Vonage
 
 

1:45 pm - 2:30 pm Eastern

Break

 
 

2:30 am – 3:30 pm Eastern

FASB Priorities for Financial Preparers
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 Accountant | 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 | 11:15 am - 3:00 pm Eastern

 

11:15 am – 12:15 am Eastern

Rising to the Call for Diversity
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. Speaker introduction by Stephen RiveraVP, Global Technical Accounting Advisory Services & Policy, Johnson & Johnson.

Speaker:

  • 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
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
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:

  • Tiffany Chou | USC 2022
  • Kevin Dutervil | Baruch College 2021 | Blackrock
  • Ailen Salazar | Cornell 2021 | EY
 
 

Day 5: Tuesday, November 16 | 11:15 am - 3:00 pm Eastern

 

11:15 am – 12:15 pm Eastern

Creating the Digital Workplace in Finance
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:

 
 

12:15 pm - 12:45 pm Eastern

Break
 

 

12:45 pm – 1:45 pm Eastern

Finance Skills of the Future
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 | McDonald’s Corporation
  • Patrick Driscoll | SVP, Customer and Finance Support | Dell
  • Cory Hrncirik | Modern Finance Lead | Microsoft Corporation
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

Emerging Tech in Financial Reporting

Presented by Deloitte

As finance suites drive transformation in their operations more leaders are focused on “innovation” in their technology investment, including the use of artificial intelligence and robotic process automation. Deloitte will focus on practical examples of emerging technologies that are transforming the financial reporting function.

 
 

Day 6: Thursday, November 18 | 11:15 am - 3:15 pm Eastern

 

10:00 am – 11:00 pm Eastern

The Resurging Finance Leader: What is it going to take?
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 roundtable 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:

  • Karlo Bustos | Vice President, Professional Services | Board Americas
 

11:15 am – 12:15 pm Eastern

The Hybrid Workplace – What it Means to Finance and the Audit
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 Development - Attraction, Retention, Development
A panel of professionals will discuss best practices for attracting, retaining, and developing talent with a focus on DE&I and technology skills.

Moderator:

Speaker:

  • Jenaya Allsop | Senior Director, Global Finance Talent Management | Johnson & Johnson
  • Tim Hird | Executive Vice President | Robert Half
 
 

1:45 pm - 2:00 pm Eastern

Break

 
 

2:00 pm – 3:00 pm Eastern

Controllership Roundtable
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

Speakers:

  • Sue Taylor | Chief Accounting Officer | Facebook, Inc.
  • Andrej Suskavcevic, CAE | President and CEO | Financial Executives International / Financial Education & Research Foundation
 
 
 

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