Register to take advantage of the conference as an on-demand opportunity. CPE requirements for each session can be completed by December 31, 2020 - register now!
Day 1 - Monday, November 2
Bonus CPE Session
The “New Normal” for Internal Controls
(1 CPE credit | Field of Study – Management Services)
This session will focus on how internal controls can be enhanced to achieve ongoing business continuity and reduce risk in the “new normal.” We’ll discuss how automation can alleviate the risks of manual processes and will describe how process automation supports end-to-end business continuity. We’ll look a look at how internal controls and self-assessments can be built into automated solutions. We’ll also discuss the benefits of today’s risk management tools and how control weaknesses can be immediately mitigated. Our “new normal” needs to support the seamless continuation of internal control programs in a paperless and touchless environment.
Speaker:
Opening Remarks
Speakers:
- Aaron Anderson | VP, Treasurer | PayPal Holdings, Inc.
Chair of 2020 Corporate Financial Reporting Insights Conference
- Andrej Suskavcevic, CAE | President & CEO | Financial Executives International
The Next 75 Years ... Why Focused Leadership is so Important
(1 CPE credit | Field of Study – Management Services)
While the state of the accounting and finance profession has evolved, is there real progress? Today’s financial leaders need to push their comfort level to ensure an organization is as inclusive as possible by finding ground in a diverse environment. In this keynote learn how today’s leaders evolved past mastering technical accounting skills and moved into real leadership that matters.
Speakers:
- Aaron Anderson | VP, Treasurer | PayPal Holdings, Inc.
- Herschel Frierson | Chairman | National Association of Black Accountants (NABA)
Managing Director | Crowe, LLP
Beyond Thoughts and Prayers: Action Oriented Diversity and Inclusion
(1 CPE credit | Field of Study – Management Services)
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. The onset of the “Me Too” movement and the death of George Floyd have emphasized the importance of creating a diverse and inclusive workforce. This candid conversation will focus on specific initiatives company leaders are implementing, the firsthand experiences, and how diversity and inclusion contribute to the overall success of their businesses.
Moderator:
- Lara Abrash | Chairman and Chief Executive Officer | Deloitte & Touche LLP
Speakers:
- Mariana Fagnilli | Vice President Global Office of Diversity & Inclusion | Liberty Mutual Insurance
- Stephen Rivera | Vice President, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson
Business Continuity Becomes Business As Usual
(1 CPE credit | Field of Study – Management Services)
The pandemic has proven the value of having a business continuity plan, but few anticipated a scenario where a disruption would last months or even years. Get the perspective for business continuity planning, what works, and what doesn’t work.
Speakers:
- David Fabricant | SVP, Global Record to Report Controller | American Express
- Alice Jolla | Chief Accounting Officer and Corporate Vice President | Microsoft
- Rita Karachun | Senior Vice President Finance and Global Controller | Merck
Day 2 - Wednesday, November 4
Bonus CPE Session
Leading at Speed: Streamlining Financial Reporting and Planning and Identifying Financial Signals in Your Operational Data
(1 CPE credit | Field of Study – Information Technology)
The 2020s started off with a major disruption caused by the COVID-19 pandemic, and the decade is likely to continually challenge CFOs and Finance teams. You will be challenged to navigate changes in an external environment combined with increasing internal business complexity as your organizations grow and evolve. To conquer these complexities and “lead at speed,” Finance executives and teams must master the basic Finance processes, then layer on more advanced capabilities that can drive strategic advantage. Attend this session to learn about the best practices organizations are adopting in streamlining book-of-record financial reporting, implementing agile planning and forecasting processes, and supporting enterprise-wide decision making via timely and accurate performance reporting.
Find out how to take performance management to the next level by identifying key financial signals in operational data that enable Finance and line of business leaders to take action daily and weekly to impact period-end financial results.
Speaker:
- John O'Rourke | VP of Product Marketing and Communications | OneStream Software
Perspectives: A Dialogue with FASB Chairman Rich Jones
(1 CPE credit | Field of Study – Accounting)
Financial Accounting Standards Board (FASB) Chairman Rich Jones began his term on July 1, in the throes of a pandemic. Jones will engage in a dialogue and discuss his goals and priorities, including his approach to standard setting and changes made to set the Board on a path for continued path for success.
Speakers:
- Rich Jones | Chairman | Financial Accounting Standards Board (FASB)
- Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc.
FASB Agenda: Priorities of the Board
(1 CPE credit | Field of Study – Accounting)
This session will explore how the Financial Accounting Standards Board (FASB) successfully balances the views of preparers, investors, and audit firms when it comes to new standards. Hillary Salo, new Technical Director at the FASB, will discuss the current FASB technical agenda, her perspectives on the state of adoption of new standards, the FASB’s role after the standard is written, and what she sees the FASB focusing on as businesses navigate the current environment.
Speakers:
- Hillary Salo | Technical Director | Financial Accounting Standards Board (FASB)
- Amie Thuener | VP, Chief Accounting Officer | Alphabet Inc.
The FASB: Hot Topics
(1 CPE credit | Field of Study – Accounting)
The Financial Accounting Standards Board (FASB) has been moving ahead with several key items on its agenda despite the disruption in markets and the economy. Learn about new implementations and the practical considerations around projects that are currently on or recently completed from the FASB’s technical agenda.
Speakers:
- Chris Cryderman | Partner | Deloitte & Touche National Office - Accounting and Reporting Services Group
- David Schneider | Chief Financial Officer | Broadmark Realty Capital
Day 3 - Monday, November 9
2021 and Beyond: The Economic Impacts of COVID-19, the Presidential Election and the Future
(1 CPE credit | Field of Study – Economics)
While the ultimate economic fallout of the COVID-19 pandemic remains unknown, past crises offer lessons on how to survive and recover. Moody’s economist Mark Zandi has studied the Great Recession and gained extensive insight of what did and did not work. Zandi will discuss the global pandemic, the presidential election, and the future of the US and global economy.
Speaker:
Leveraging Automation and Technology to Increase Productivity
(1 CPE credit | Field of Study – Information Technology)
CFOs have always looked for savings, and that effort is even more critical now for many companies amid the impacts from COVID-19. As such, we aim to understand how productivity is evolving in order to plan for the future. Employing automation and RPA to analyze meetings, emails, and chats to identify patterns and trends is just the beginning. In this session you will learn how to leverage new technologies to increase employee engagement, promote work-life balance, and more.
Speaker:
- Michelle Chang | General Manager and CFO of Modern Workplace and Security Finance | Microsoft
Day 4 - Wednesday, November 11
SEC Overview
(0.5 CPE credit | Field of Study – Accounting)
As the US Securities and Exchange Commission’s Chief Accountant, Sagar Teotia has overseen significant change since he began his role. Listen as Teotia lists his priorities for the coming year and learn about leading the staff in the Commission's Office of the Chief Accountant.
Speaker:
- Sagar Teotia | Chief Accountant | U.S. Securities and Exchange Commission
The SEC: Office of the Chief Accountant Update
(1 CPE credit | Field of Study – Accounting)
Deputy Chief Accountants at the SEC share their thoughts and perspectives on recent SEC developments, including key issues facing the preparer community and the accounting profession.
Moderator:
- Kevin MacKay | VP, Global Technical Accounting Advisory Services | Pfizer
Speakers:
- Diana Stoltzfus | Deputy Chief Accountant | U.S. Securities and Exchange Commission
- John Vanosdall | Deputy Chief Accountant | U.S. Securities and Exchange Commission
The SEC: Division of Corporation Finance Update
(1 CPE credit | Field of Study – Accounting)
The Division of Corporation Finance monitors the filings of public companies to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. Learn firsthand about major trends and the Division’s future priorities.
Moderator:
- Kevin MacKay | VP, Global Technical Accounting Advisory Services | Pfizer
Speakers:
- Patrick Gilmore | Deputy Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
- Lindsay McCord | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission
Audit Committee Best Practices
(1 CPE credit | Field of Study – Audting)
Audit committees play a vital role in the financial reporting system that requires oversight by active, knowledgeable, and independent members. Learn best practices from leading audit committee members, preparers, and auditors around communication, what topics to discuss, and the frequency and planning of interactions with external auditors.
Moderator:
- Laura Shiffman | Professional Accounting Fellow | Financial Executives International
Speakers:
Day 5 - Monday, November 16
Wellness and The Work From Home Life
(1 CPE credit | Field of Study – Personnel/HR)
Companies continue to expand programs to promote health and wellness, but the conversation around those issues have completely changed as a result of the pandemic. No more discussions about the best use of an office gym. Learn from leaders about personal energy management, making the work from home set up efficient and comfortable using good ergonomics, mindfulness and meaningful breaks; and how to foster and engaged resilient culture.
Speakers:
What Veterans Can Teach Us About Leadership
(1 CPE credit | Field of Study – Personnel/HR)
As we celebrate Veterans Day, we dive deeper into the role veterans have served and now lead in the financial suite. Research has shown that military training is unparalleled in building management and leadership skills, Military experiences have changed the way our veterans think and approach problems. This panel will focus on the values and skills that veterans bring to your team. While Veterans may not match all the criteria in a job description, they bring tools and intangibles companies need to thrive, especially in times of adversity and challenge. Topics to be discussed include “Commanders Intent”, responsibility, accountability, courage, and leadership – and how Veteran skillsets can be a vital component of a company’s broader talent strategy.
Speakers:
- Alex Cross | Sr. Director, M&A Integrations | PayPal Holdings, Inc.
- Alex Gorsky | Chief Executive Officer | Johnson & Johnson
Day 6 - Wednesday, November 18
Bonus CPE Session
Assessing the Value of an External Audit: Scope, Fees and Insights
(1 CPE credit | Field of Study – Auditing)
This year the Financial Education and Research Foundation partnered with the Center for Audit Quality on a survey to obtain perspectives from public company auditors on trends in external audit related effort. According to the auditor survey results, 58% of respondents observed an increase in audit scope in the most recent year. Hear firsthand from the audit profession observations related to trends in audit effort, the value of auditor insights and investments, preparer opportunities to reduce audit effort, and preliminary findings with respect to the impact of COVID-19 on the external audit.
Moderator:
- Yuri Zwick | Professional Practice Fellow | Center for Audit Quality
Audit Senior Manager, Washington D.C. Office | Ernst & Young, LLP
Speakers:
Investing in You: Finance Skills of the Future
(1 CPE credit | Field of Study – Personnel/HR)
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 utilize strategic and critical thinking skills to solve complex problems, leverage new technologies, and manage ever-changing risks.
Speaker:
- Joe Atkinson | Vice Chair, Chief Products and Technology Officer | PwC
The Role of Finance in ESG and Non-Financial Reporting
(1 CPE credit | Field of Study – Finance)
Environmental, Social, and Governance (ESG) investing is already a top issue for many CFOs and investors. In this session, learn how the finance function is responding to investor expectations and what the future holds for sustainability reporting from a panel of experts.
Moderator:
- John DeRose | Managing Director, Climate Change and Sustainability Services | Ernst & Young, LLP
Speakers:
- Keith Bell | Senior Vice President, Corporate Finance | The Travelers Companies, INC
- Merilee Buckley | Chief Accounting Officer | Etsy
- Marc Siegel | Partner, Financial Accounting Advisory Services | Ernst & Young, LLP
Controllership Roundtable
(1 CPE credit | Field of Study – Business Management and Organization)
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 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.
Moderator:
- Laura Shiffman | Professional Accounting Fellow | Financial Executives International
Speakers:
- Jeff Karbowski | Chief Accounting Officer | PayPal Holdings, Inc.
- Sue Taylor | Chief Accounting Officer | Facebook
- Alison Yara | Vice President & Chief Accountant | IBM Corporation
Closing Remarks
Speaker:
Session not available on demand.
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