Corporate Financial Reporting Insights Conference

Agenda

 

Day 1 - Monday, November 11 | Day 2 - Tuesday, November 12

Agenda topics, timing and speakers subject to change.

 

Day 1 - Monday, November 11

6:30 am – 5:00 pm

Registration
 

 

7:30 am - 8:20 am

4 Breakfast Sessions available – 1 CPE credit each

 
 

8:30 am – 8:40 am

Welcome & Opening Remarks
Alice Jolla | Corporate Controller | Microsoft Corporation
Andrej Suskavcevic | President and CEO | Financial Executives International (FEI)

 
 

8:40 am – 9:30 am

Perspectives: A Dialogue with FASB Chairman Russ Golden
Financial Accounting Standards Board (FASB) Chairman Russ Golden will engage in a dialogue and discuss his journey from Senior Technical Advisor to Board Member to Chairman. Learn how his experiences with the FASB have shaped his knowledge and broadened his perspectives on the future of finance.

Panelist:
  • Russ Golden | Chairman | Financial Accounting Standards Board (FASB)
 
 

9:35 am – 10:25 am

The FASB: Standards That Work
In its efforts to establish and improve financial accounting and reporting standards, the Financial Accounting Standards Board (FASB) must navigate various perspectives from parties such as regulators, preparers, investors, and audit firms. This session will explore how the FASB successfully engages in this balancing act, what their perspectives are on the state of adoption of new standards, how they view their role after a standard is written and what they see as their next big ticket items.

 
 

10:25 am - 10:55 am

Networking Break in Exhibit Hall
 

 

11:00 am – 11:50 am

Optimizing Diversity and Inclusion Initiatives
The importance and significance of diversity and inclusion (“D&I”) in the workplace is one of the most complex and sensitive topics for corporate boards and management. To embrace D&I and optimize the value it brings to the organization, leadership is a critical element influencing a long-lasting impact; and leadership can stem from any leader within an organization. To truly cultivate change, leaders must understand the experiences and the realities of their employees. This candid conversation will focus on specific initiatives company leaders are implementing, the firsthand experiences of their employees, and how to contribute to the overall success of the business.

 
 

11:50 am – 1:00 pm

Networking Luncheon in Exhibit Hall
 

 

1:10 pm - 2:00 pm

Embracing Emerging Technologies
Finance leaders are bombarded with information about how technology can facilitate and transform their entire organization -- and now its time to put words into action, and plan for immediate changes and future potential. Join the conversation about the importance of embracing emerging technology in finance and accounting organizations and discover how you can empower your employees to incorporate technology into their roles.

 
 

2:10 pm – 3:00 pm

Deep-Dives
It is imperative for today’s finance professionals to combine broad topic knowledge with areas of deep and specialized expertise. Choose one of the three sessions below to strengthen your knowledge or learn about a new domain.

3 sessions available - choose one of the following:

Deep-Dive: Automating the Close Process
Finance organizations have a seemingly endless number of projects and workstreams. Without proper systems and process, finance leaders can end up spending all their time keeping up with and on top of their various projects. Workflow technology enables finance organizations to seamlessly track their workstreams and manage tasks in real-time. Learn as companies share their specific experiences implementing and using workflow technologies.

Deep-Dive: Leases, LIBOR, and other Hot Topics
The FASB agenda and implementation issues are relevant to preparers. Learn more about Leases, LIBOR and several other burning issues.

Deep-Dive: Streamlining Statutory Reporting and Intercompany Transactions Through Technology
Statutory reporting and intercompany transactions are among the most complicated concepts of financial reporting. Given frequent rule changes and the number of subsidiaries many companies have, this reporting can be extremely burdensome. Learn how technology can be an excellent asset to companies seeking to ease the burden of these processes. Financial executives will share their experiences implementing technology to streamline their statutory reporting and intercompany transactions.

 
 

3:00 pm - 3:30 pm

Networking Break in Exhibit Hall
 

 

3:30 pm – 4:20 pm

The PCAOB: Two Years In
Since 2018 and the appointment of Board members, the Public Company Accounting Oversight Board (PCAOB) has engaged in extensive efforts to reevaluate the organization and study the auditing profession, particularly considering today’s environment. Learn firsthand how the Board is making progress against its 5-year strategic plan, and the key-takeaways from their consistent outreach to various stakeholder groups.

Panelists:
  • Duane Desparte | Board Member | Public Company Accounting Oversight Board (PCAOB)
  • Jim Kaiser | Board Member | Public Company Accounting Oversight Board (PCAOB)
 
 

4:20 pm – 5:10 pm

Finance Skills of the Future
Rapid rates of transformation require finance professionals to innovate. What important skills are a must-have to succeed within the finance function? The financial professional of the future must have strategic and critical thinking skills to solve complex problems, leverage new technologies, and manage ever-changing risks.

 
 

5:15 pm - 6:30 pm

Evening Networking Reception in Exhibit Hall

 
 

Day 2 - Tuesday, November 12

6:30 am – 2:00 pm

Registration
 

 

7:30 am - 8:20 am 

4 Breakfast Sessions available – 1 CPE credit each

 
 

8:30 am - 8:40 am

Opening Remarks
 

 

8:40 am – 9:00 am

SEC Overview

Sagar Teotia | Chief Accountant, U.S. Securities and Exchange Commission
 
 

9:00 am – 9:50 am

The SEC: Office of the Chief Accountant Update
The Division of Corporate Finance monitors the filings of public companies to protect investors, maintain fair, orderly, and efficient markets and facilitate capital formation. Hear firsthand about the major trends of 2018 and the Division’s future priorities.

Moderator:
  • Brent Woodford | Executive VP, Controllership, Financial Planning and Tax | The Walt Disney Company
Panelists:
  • Marc Panucci | Deputy Chief Accountant | U.S. Securities and Exchange Commission
  • Kevin Vaughn | Senior Associate Chief Accountant | U.S. Securities and Exchange Commission
 
 

9:50 am – 10:25 am

Networking Break in the Exhibit Hall
 

 

10:25 am – 11:15 am

The SEC: Division of Corporate Finance Update
The Division of Corporate Finance monitors the filings of public companies to protect investors, maintain fair, orderly, and efficient markets and facilitate capital formation. Learn firsthand about the major trends of 2019 and the Division’s future priorities.

Moderator:
  • Brent Woodford | Executive VP, Controllership, Financial Planning and Tax | The Walt Disney Company
Panelists:
  • Kyle Moffat | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
  • Lindsay McCord | Deputy Chief Accountant | U.S. Securities and Exchange Commission
  • Patrick Gilmore | Deputy Chief Accountant | U.S. Securities and Exchange Commission
 
 

11:15 am – 12:05 pm

Deep-Dives
It is imperative for today’s finance professionals to combine broad topic knowledge with areas of deep and specialized expertise. Choose one of the three sessions below to strengthen your knowledge or learn about a new domain.

3 sessions available - choose one of the following:

Deep-Dive: CECL and Hedging
The new standards on credit losses and hedging do not only impact financial institutions. You’ll learn more about how these two standards can have an impact -- not only on accounting and reporting -- but on processes and controls.

Deep-Dive: Impact of an Evolving Regulatory Environment on accounting and reporting
The outside regulatory environment is inevitably causing changes for the finance and accounting functions. Uncover the impacts on financial reporting, and learn how to be agile and change-ready in an evolving environment.

Deep-Dive: RPA
The nature of finance and accounting requires many repetitive and time-intensive tasks and processes. Companies have tried to tackle these tasks through a myriad of methods including outsourcing and shared service centers. Discover how robotic process automation allows companies to transfer repetitive and time-intensive tasks to computers, shifting the finance organization’s time to more strategic and value-adding initiatives.

 
 

12:05 pm – 1:25 pm

Networking Luncheon in Exhibit Hall
 

 

1:25 pm – 2:15 pm

Keynote Presentation: Intentional Leadership
Leadership does not just happen! In today’s environment there are a few things that powerful, impactful leaders should do intentionally to not only retract and retain the best talent, but to motivate, inspire and propel that talent to deliver outsized performance. Carla Harris will discuss her “pearls” of intentional leadership.

Carla Harris | Vice Chairman, Managing Director and Senior Client Advisor
Morgan Stanley

 
 

2:15 pm – 3:05 pm

Creating a Change Ready Environment
A lot of time is spent talking about technology, process, robotics, etc., and little time is spent talking about the environment necessary to accept, embed, and sustain the change. Acquire effective and best practices that can assist leaders in creating a change-ready environment and understand its importance in fostering innovation.

 
 

3:05 pm – 3:55 pm

Controllers’ Roundtable
What are the key takeaways from CFRI and how can they be operationalized? Controllers from some of the largest companies in Corporate America will debrief on the important themes discussed and share their perspectives on day-to-day management through the interconnectivity of technical accounting and financial reporting, technology, service delivery, transformation and people issues. Learn about the challenges they face today and what their expectations are for the future of finance.

 
 

3:55 pm - 4:00 PM

Closing Remarks and Adjournment 
 

 
 

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