Corporate Financial Reporting Insights Conference

CPE Replay Schedule

In order to facilitate CPE-accredited sessions after the conference, FEI has scheduled replays for each session. Each session replay will be accessible in the conference hub.


November 29 | 11:00 am – 12:00 pm Eastern
January 24 | 11:00 am – 12:00 pm Eastern

Leadership Lessons From the Top
(1 CPE credit | Field of Study – Management Services)
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)
 
 

November 29 | 12:30 pm – 1:30 pm Eastern
January 25 | 12:30 pm – 1:30 pm Eastern

ESG Reporting – What Investors Want
(1 CPE credit | Field of Study – Specialized Knowledge)
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:

 
 

November 30 | 11:00 Am – 12:00 pm Eastern
January 25 | 2:00 pm – 3:00 pm Eastern

ESG Reporting – What Preparers Can Do
(1 CPE credit | Field of Study – Accounting)
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:

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

November 30 | 1:00 Pm – 2:00 pm Eastern
January 26 | 11:00 am – 12:00 pm Eastern

Fireside Chat with New SEC Leadership
(1 CPE credit | Field of Study – Accounting)
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
 
 

December 2 | 12:30 pm - 1:30 pm Eastern
January 27 | 12:30 pm – 1:30 pm Eastern

SEC Division of Corporation Finance 
(1 CPE credit | Field of Study – Accounting)
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

Speakers:

  • Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
  • Sarah Lowe | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
  • Melissa Rocha | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
 
 

December 2 | 2:00 pm - 3:00 pm Eastern
January 27 | 2:00 pm – 3:00 pm Eastern

SEC Office of the Chief Accountant 
(1 CPE credit | Field of Study – Accounting)
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 Stoltzfus | Deputy Chief Accountant | U.S. Securities and Exchange Commission
  • John Vanosdall | Deputy Chief Accountant | U.S. Securities and Exchange Commission
 
 

December 3 | 11:00 am – 12:00 pm Eastern
January 31 | 11:00 am – 12:00 pm Eastern

Global Uncertainty and the World Economy Beyond the Pandemic
(1 CPE credit | Field of Study – Management Services)
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
 
 

December 3 | 12:30 pm - 1:30 pm Eastern
January 31 | 12:30 pm – 1:30 pm Eastern

PCAOB Priorities for Financial Preparers
(1 CPE credit | Field of Study – Auditing)
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)
  • Jan Hauser | Audit Committee Chair | Vonage
  • Daniel Murdock | EVP, Chief Accounting Officer & Controller | Comcast Corporation
 
 

December 3 | 2:00 Pm – 3:00 pm Eastern
January 31 | 2:00 Pm – 3:00 pm Eastern

FASB Priorities for Financial Preparers
(1 CPE credit | Field of Study – Accounting)
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)
 
 

December 14 | 12:00 Pm – 1:00 Pm Eastern
February 1 | 11:00 am – 12:00 pm Eastern

Rising to the Call for Diversity
(1 CPE credit | Field of Study – Personnel/Human Resources)
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. Fireside chat with Stephen RiveraVP, Global Technical Accounting Advisory Services & Policy, Johnson & Johnson.

Speakers:

  • Ndaba Mandela | Chairman and Co-Founder | Africa Rising Foundation
  • Stephen Rivera | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
 
 

December 14 | 2:30 pm - 3:30 pm Eastern
February 1 | 12:30 pm – 1:30 pm Eastern

Expanding the Pipeline of Diverse Leaders in Finance and Accounting
(1 CPE credit | Field of Study – Personnel/Human Resources)
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.
 
 

December 15 | 11:00 am – 12:00 pm Eastern
February 2 | 2:00 pm – 3:00 pm Eastern

Perspectives of the Younger Generation - Increasing Diverse Talent in Finance and Accounting
(1 CPE credit | Field of Study – Personnel/Human Resources)
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:

 
 

December 15 | 12:00 pm – 1:00 pm Eastern
February 3 | 11:00 am – 12:00 pm Eastern

Creating the Digital Workplace in Finance
(1 CPE credit | Field of Study – Information Technology)
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:

 
 
 

December 16 | 2:00 pm – 3:00 pm Eastern
February 9 | 12:30 pm – 1:30 pm Eastern

Emerging Tech in Financial Reporting
(1 CPE credit | Field of Study – Information Technology)
To help drive financial transformation, more leaders are exploring the power and possibilities afforded by such innovations as artificial intelligence, blockchain and robotic process automation. In this session, Deloitte leaders will focus on transforming financial reporting and will provide practical examples and discuss impacts made by emerging technologies as well as new tools for managing risk--all while maximizing benefits.

Moderator:

  • Brian Cassidy | Audit & Assurance Partner | Deloitte & Touche, LLP

Speakers:

  • Brad Niedzielski | Audit & Assurance Partner | Deloitte & Touche, LLP
  • Krystle Redic | Audit & Assurance Senior Manager | Deloitte & Touche, LLP
 
 

December 17 | 11:00 am – 12:00 pm Eastern
February 9 | 2:00 pm – 3:00 pm Eastern

The Hybrid Workplace – What it Means to Finance and the Audit
(1 CPE credit | Field of Study – Business Management & Organization)
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:

 
 

December 17 | 12:30 pm – 1:30 pm Eastern
February 10 | 12:30 pm – 1:30 pm Eastern

Talent - Attraction, Retention, Development
(1 CPE credit | Field of Study – Peronnel/Human Resources)
A panel of professionals will discuss best practices for attracting, retaining, and developing talent with a focus on DE&I and technology skills.

Moderator:

Speakers:

  • Jenaya AllsopSenior Director, Global Finance Talent Management | Johnson & Johnson
  • Tim Hird | Executive Vice President | Robert Half
  • Megan Kennaugh | Director, Development Programs Talent Development and Diversity | AT&T
 
 

December 17 | 2:00 pm – 3:00 pm Eastern
February 10 | 2:00 pm – 3:00 pm Eastern

Controllership Roundtable
(1 CPE credit | Field of Study – Business Management & Organization)
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: