Agenda topics, timing, and speakers subject to change.
CPE-Accredited Replay Sessions will be held virtually on June 25 - 26 at Eastern Time.
Day 1 | Thursday, June 4
7:00 am – 8:30 am Pacific
Onsite (In-Person) Registration
7:30 am – 8:20 am Pacific
Breakfast Session: From Deal to Disclosure: Audit-Ready Accounting for Tax Credit Transfers
1 CPE Credit
As more companies explore clean energy tax credit transfers for the first time, reporting teams are navigating new questions around contract structure, valuation, internal controls, and SEC disclosures. This session provides an end-to-end accounting and reporting playbook for transferable tax credits, with practical examples drawn from real buyer transactions and common considerations that arise during financial reporting and audit preparation.
Panelists from Crux and KPMG will walk through key reporting topics, including contract terms and timing mechanics, fair-value estimation and measurement approaches, disclosure considerations for insured vs. uninsured credits, and checklist-style control and documentation checkpoints teams can implement throughout the process. Crux will also share a brief update on key 2026 market trends to help frame what reporting teams may see in the coming cycle.
Moderator:
Keith Pettus | Managing Director - Tax Investor Coverage | Crux
Panelist:
Michael Dyno | Managing Director - Tax Accounting Methods & Credit Services | KPMG
8:25 am – 8:45 am Pacific
USC & FEI Annual SEC and Financial Reporting Conference Welcome
Anthony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting
Andrej Suskavcevic, CAE | President and CEO | Financial Executives International and Financial Education & Research Foundation
Andrew Call | Dean, Alan Casden Dean’s Chair | USC Leventhal School of Accounting
8:45 am – 9:35 am Pacific
Opening Keynote Session: Fireside Chat with the SEC and the FASB
1 CPE Credit
Moderator:
Paul Beswick | Partner, Chief Accountant | EY LLP
Panelists:
Kurt Hohl | Chief Accountant, Office of the Chief Accountant | U.S. Securities and Exchange Commission (SEC)
Rich Jones | Chair | Financial Accounting Standards Board (FASB)
9:40 am – 10:55 am Pacific
Current Accounting Practice Issues
1.5 CPE Credits
Moderators:
Tom Barbieri | Partner, Chief Accountant | PwC
Brandon Coleman | Partner, Chief Accountant | Deloitte
Panelists:
Jackson Day | Technical Director | Financial Accounting Standards Board (FASB)
Sheri York | SEC Deputy Chief Accountant of the Accounting Group | U.S. Securities and Exchange Commission (SEC)
10:55 am – 11:10 am Pacific
Morning Networking and Refreshment Break
11:10 am – 12:25 pm Pacific
Current SEC Developments and Financial Reporting Updates
1.5 CPE Credits
Moderator:
John White | Partner, Chair, Corporate Governance and Board Advisory Practice | Cravath, Swaine & Moore LLP | Chair | Advisory Council, USC SEC and Financial Reporting Institute
Panelists:
Aaron Anderson | Chief Accounting Officer | Meta
Melissa Rocha | Partner, Department of Professional Practice | KPMG
Heather Rosenberger | Chief Accountant, Division of Corporation Finance | U.S. Securities and Exchange Commission (SEC)
12:25 pm – 1:55 pm Pacific
Luncheon and Keynote Presentation
1 CPE Credit
Moderator:
Andrew Call | Dean, Alan Casden Dean’s Chair | USC Leventhal School of Accounting
Panelist:
Jim Logothetis | Chair | Public Company Accounting Oversight Board
2:00 pm – 3:15 pm Pacific
Current AI Implementation Issues
1.5 CPE Credits
Moderator:
Aaron Anderson | Chief Accounting Officer | Meta
Panelists:
Andrew Call | Dean, Alan Casden Dean’s Chair | USC Leventhal School of Accounting
Michal Dusza | SEC Deputy Chief Accountant | Professional Practice Group
Chris Spraberry | Partner, Accounting and Reporting Solutions, National Lead, Controllership Transformation Practice | Deloitte
3:15 pm – 3:30 pm Pacific
Afternoon Networking and Refreshment Break
3:30 pm – 4:45 pm Pacific
Controllers' Roundtable
1.5 CPE Credits
Moderator:
Brent Woodford | Executive Vice President, Controllership, Financial Planning and Tax | The Walt Disney Company
Panelists:
Matt Busch | Chief Accounting Officer | Amgen
Daniel Murdock | EVP, CAO & Controller, Corporate Accounting & Reporting | Comcast
Sarrah Schoenewald | Chief Accounting Officer | UPS
4:45 pm – 4:50 pm Pacific
Day 1 - Closing Remarks
Anthony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting
4:50 pm – 6:00 pm Pacific
Networking and Cocktail Reception (Onsite)
5:00 pm – 6:00 pm Pacific
Online-Only Bonus Session
Copilot: Your Off-the-Shelf Agent
Presented by Microsoft
1 CPE Credit
Presenter:
James Monroe | Finance Director – Corporate Accounting | Microsoft
Day 2 | Friday, June 5
7:00 am – 8:30 am Pacific
Onsite (In-Person) Registration
7:30 am – 8:20 am Pacific
Breakfast Session: The Mid-Year Resilience Audit: Aligning Human Capital with Q3/Q4 Performance Goals
Presented by Randstad
1 CPE Credit
 As finance leaders move through the mid-year pivot point, the transition from defensive talent retention to the strategic reallocation of human capital has become a primary driver of organizational resilience. By auditing the "Optimism Paradox"—the gap between executive confidence and actual operational readiness - CFOs can uncover new ways to reduce volatility and secure the "Resilience Dividend." What was once viewed as a human capital hurdle is now a strategic lever to eliminate operational drag and focus on impactful initiatives like AI integration and global talent mobility.
This session will explore new developments impacting the F&A landscape and how shifting market dynamics and evolving workforce expectations are forcing financial executives to constantly adapt. It will also provide an update on the latest findings, offering actionable insights into key opportunities and challenges for leaders in the second half of the year.
Attendees will learn to:
- Analyze the misalignment between executive confidence and operational readiness within the finance function to identify potential performance risks.
- Evaluate strategic capital reallocation strategies that move talent budgets from defensive maintenance to high-impact growth initiatives.
- Identify the financial benefits of aligning human capital with mid-year performance goals to mitigate organizational volatility and improve EBITDA.
Panelists:
Janette Gradney | Regional Vice President | Tatum by Randstad
Gary Lu | Chief Financial Officer | ConsumerDirect, Inc.
David Meniane | Chief Executive Officer | CarParts.com
Neil Stevens | National Practice Director | Tatum by Randstad
8:25 am – 8:30 am Pacific
Day 2 - Opening Remarks
Anthony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting
8:30 am – 9:45 am Pacific
Chief Accountants' Roundtable on the Future State of the Profession
1.5 CPE Credits
Moderator:
Landon Westerlund | Partner and Deputy Chief Accountant | KPMG
Panelists:
Paul Beswick | Partner and Chief Accountant | EY, LLP
Adam Brown | Principal, Chief Accountant | BDO
Brandon Coleman | Partner, Chief Accountant | Deloitte
9:45 am – 10:00 am Pacific
Morning Networking Break and Refreshments
10:00 am – 11:15 am Pacific
Current Auditing Practice Issues
1.5 CPE Credits
Moderator:
Brian Croteau | US Chief Auditor and Auditing Services Leader | PwC
Panelists:
George Botic | Board Member | Public Company Accounting Oversight Board
Jennifer Cavanaugh | Chief Auditor, Partner, Audit Methodology & Standards | Grant Thornton LLP
Michal Dusza | SEC Deputy Chief Accountant | Professional Practice Group
Daniel Murdock | EVP, CAO & Controller, Corporate Accounting & Reporting | Comcast
11:20 am – 12:20 pm Pacific
SEC Enforcement Update
1 CPE Credit
Moderator:
Matt Jacques | Partner, Managing Director | AlixPartners
Panelists:
Jennifer Leete | Partner, Litigation | Cravath, Swaine & Moore LLP
Ryan Wolfe | Chief Accountant, Division of Enforcement | U.S. Securities and Exchange Commission (SEC)
12:25 pm – 12:30 pm Pacific
Day 2 – Conference Closing Remarks
Anthony Aaron | Professor of the Practice, Director, USC SEC and Financial Reporting Institute | USC Leventhal School of Accounting
Andrej Suskavcevic, CAE | President and CEO | Financial Executives International and Financial Education & Research Foundation
Andrew Call | Dean, Alan Casden Dean’s Chair | USC Leventhal School of Accounting
12:30 pm – 1:30 pm Pacific
Online-Only Bonus Session (Trullion): The Future of Audit in a World of 99% Accurate LLMs
1 CPE Credit
AI in accounting is no longer theoretical, and it's moving faster than even the optimists predicted. Isaac Heller, Founder & President of Trullion, argues that we've crossed a threshold: LLMs can now perform substantial audit-like tasks like, extraction, matching, variance analysis, workpaper prep, with surprising accuracy and at dramatically lower cost. The question is no longer if AI transforms audit. The question is how the profession responds. But there's a paradox at the center of this moment. Audit isn't just about getting the right answer it's a methodology built on evidence, traceability, and accountability. LLMs produce outputs. Outputs are not evidence. That distinction matters enormously for a profession built on public trust. Isaac will walk through three paths forward, explore what's at stake for the next generation of auditors, and challenge the room with a harder question: What parts of audit do we refuse to lose?
Presenter:
Isaac Heller | Founder and President | Trullion
Back to the 44th Annual SEC and Financial Reporting Conference