Corporate Financial Reporting Insights Conference

Agenda

Day 1 – Monday, November 7
Day 2 – Tuesday, November 8

Agenda topics, timing, and speakers subject to change.
 

Day 1 | Monday, November 7

 

6:30 am – 5:00 pm Eastern

Registration

 
 

7:00 am – 8:00 am Eastern

Breakfast Breakout Sessions
4 Sessions available – 1 CPE credit each. Please check back for session details.

 
 

8:15 am – 8:30 am Eastern

Welcome & Opening Remarks

Metropolitan East

Andrej Suskavcevic, CAE | President and CEO | Financial Executives International (FEI) and Financial Education & Research Foundation (FERF)

Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy
Johnson & Johnson
2022 CFRI Conference Chair

 
 

8:30 am – 9:30 am Eastern

General Session: Keynote by Linda Zukauckas
Metropolitan East
Please check back for session details.

Moderator:

  • Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy
    Johnson & Johnson
    2022 CFRI Conference Chair

Presenter:

 
 

9:30 am – 10:30 am Eastern

General Session | Investor ESG
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
This session will highlight investor perspectives and priority related to ESG related disclosures, including what information they prioritize most, their views on location of information and how ESG information is used in their analysis.

 

Presenters:

  • Alice Jolla | Chief Accounting Officer and Corporate Vice President | Microsoft

Presenters:

  • Tanya Levy-Odom | Director, Investment Stewardship | BlackRock
  • David Tsoupros | Senior Research Analyst | Concentrated Growth
  • Lindsey Stewart | Director, Investment Stewardship Research | Morningstar
 
 

10:30 am – 11:00 am Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

11:00 am – 12:00 pm Eastern

General Session | SEC Fireside Chat
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
Acting Chief Auditor Paul Munter will join Jeff Karbowski, CAO, PayPal for a fireside chat highlighting SEC agenda updates and focus areas that are top of mind.

Moderator:

Presenter:

  • Paul Munter | Acting Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission
 

12:00 pm – 1:00 pm Eastern

General Session | SEC Office of the Chief Accountant
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
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:

  • Dan Murdock | EVP, CAO & Controller, Corporate Accounting & Reporting | Comcast Corporation

Presenters:

  • Diana Stoltzfus | Deputy Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
  • Kevin Vaughn | Senior Associate Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
 
 

1:00 pm – 2:00 pm Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

2:00 pm – 3:00 pm Eastern

General Session | SEC Division of Corporation Finance
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
The Chief Accountant and Deputy Chief Accountants from The Division of Corporation Finance will join a panel to 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 | Executive Vice President, Controllership, Financial Planning and Tax | The Walt Disney Company

Presenters:

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

3:00 pm – 4:00 pm Eastern

Afternoon Concurrent Sessions
3 Sessions available – 1 CPE credit each. Please select one.

Carbon Reporting
(1 CPE credit | Field of Study – Accounting)
Empire West
Learn from leaders at Deloitte as they discuss carbon reporting - what does it mean, practical solutions, and how to implement and frame assurance readiness.

Moderator: 

  • Meadow Hackett Rutenbar | Senior Manager, Audit and Assurance, Sustainability and ESG Services | Deloitte & Touche LLP

Presenter: 

 

Demystifying Digital Assets
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
Meta, Coinbase, and OpenSea will be joined by Crowe for an introduction to digital assets. They will be sharing more on crypto basics, the metaverse, NFTs, and the evolution of digital assets their various functionalities and considerations on how to account for and report these items.

Moderator:

Presenter:

  • Mary Kauffman | Head of Technical Accounting | OpenSea
 

Segments/Income Statement Disaggregation
(1 CPE credit | Field of Study – Accounting)
Empire East
Please check back for session details.

Presenters:

 
 

4:00 pm – 4:30 pm Eastern

Networking Break in Exhibit Hall

Metropolitan West
 
 

4:30 pm – 5:30 pm Eastern

GAAP Gang
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
The GAAP Gang, consisting of Steve Rivera, Robert Herz, Paul Stahlin, and Colleen Cunningham, will provide insights and commentary on relevant current accounting and reporting topics including recent pronouncements, such as supplier finance, accounting impacts from the Russia/Ukraine crisis, share repurchase updates and more.

Moderator:

  • Tim Gearty | Managing PartnerGearty & McIntyre, LLP, CPA's

Presenters:

  • Colleen Cunningham | Audit Committee Chair | Cyngn
  • Robert Herz | President | Robert H. Herz LLC
  • Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
  • Paul Stahlin | Audit Committee Chair | Miami International Holdings
 
 

5:30 pm – 6:30 pm Eastern

FEI 90th Anniversary Reception in Exhibit Hall
Metropolitan West
Enjoy a special celebratory cocktail reception in the Exhibit Hall to honor FEI’s 90th Anniversary. Formed as the Controllers Institute of America at a time overshadowed by The Great Depression (and Prohibition!), today, FEI continues to educate, shape, and influence the finance function in corporate America. FEI is where financial leaders thrive – we invite you to join your peers and celebrate this milestone anniversary with canapes and classic “lockdown” cocktails of the 1930s.

 
 

5:30 pm – 7:30 pm Eastern

Online Session Replays For CPE Credit

  • Replay 1: Keynote | 5:30 pm – 6:30 pm Eastern
  • Replay 2: Investor ESG | 6:30 pm – 7:30 pm Eastern
 
 

Day 2 | Tuesday, November 8

6:30 am – 12:00 pm Eastern

Registration
 

 

7:00 am – 8:00 am Eastern 

Breakfast Breakout Sessions
4 Sessions available – 1 CPE credit each. Please select one.

Cybersecurity Incident Report
(1 CPE credit | Field of Study – Specialized Knowledge)
Empire West
Cybersecurity is an increasing topic of interest for financial preparers as the SEC rolls out new requirements for reporting. Hear Anthony talk about best practices and experiences in cybersecurity incident reporting.

Presenter:

 

 

8:15 am – 8:30 am Eastern

Welcome Back Remarks

Metropolitan East

Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
2022 CFRI Conference Chair

 
 

8:30 am – 9:30 am Eastern

General Session | Economic Update and Practical Implications
(1 CPE credit | Field of Study – Economics)
Metropolitan East
Join Jason Furman for a comprehensive economic update, including practical implications and considerations for finance leaders and corporations.

Presenter:

  • Jason Furman | Nonresident Senior Fellow | Peterson Institute for International Economics
 
 

9:30 am – 10:30 am Eastern

General Session | Public Company Accounting Oversight Board (PCAOB) Fireside Chat
(1 CPE credit | Field of Study – Auditing)
Metropolitan East
PCAOB Board Members Duane DesParte and Christina Ho will be joined by PwC Partner Brian Croteau to discuss priorities for the new board, ESG and technology, the new working world, hybrid environment, and auditor independence.

Moderator: 

Presenters: 

 
 

10:30 am – 11:00 am Eastern

Networking Break in Exhibit Hall

Metropolitan West
 
 

11:00 am – 12:00 pm Eastern

General Session | Financial Accounting Standards Board (FASB) Panel Update
(1 CPE credit | Field of Study – Accounting)
Metropolitan East
Join this moderated conversation featuring 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:

  • Holly Grennan | Senior Director, Global Technical Accounting & Policy | Nike

Presenters:

  • David Gonzales | Vice President - Senior Accounting Analyst | Moody's Corporation
  • Rich Jones | Chair | Financial Accounting Standards Board (FASB)
  • Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
 
 

12:00 pm – 1:00 pm Eastern

Networking Luncheon in Exhibit Hall
Metropolitan West

 
 

1:00 pm – 2:00 pm Eastern

General Session | Preparing for SEC Climate Rule
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
Hear from EY leaders and their clients on preparing for the SEC climate rule – practical next steps and action items companies can take.

Moderator:

  • Marc Siegel | EY Americas Corporate and ESG Reporting Thought Leader | Ernst & Young LLP

Presenters:

  • Melissa Bird | Senior Finance Director, Global Technical Accounting Advisory | Johnson & Johnson
  • Ioana Florescu | Director, Financial Assurance and Technology | General Motors
  • Ciara Lee | ESG Director | Cisco
 
 

2:00 pm – 3:00 pm Eastern

General Session | Controllership Roundtable
(1 CPE credit | Field of Study – Specialized Knowledge)
Metropolitan East
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

Presenters: 

 
 

3:00 pm – 3:10 pm Eastern

Closing Remarks
Metropolitan East
Stephen Rivera, CPA | VP, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
2022 CFRI Conference Chair

 
 

3:30 pm – 5:30 pm Eastern

Online Session Replays for CPE Credit

  • Replay 1: Economic Update and Practical Implications | 3:30 pm – 4:30 pm Eastern
  • Replay 2: PCAOB Fireside Chat | 4:30 pm – 5:30 pm Eastern
 
 
 

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