Agenda topics, timing, and speakers subject to change
Day 1 | Wednesday, December 3
9:45 am – 10:45 am Eastern
Navigating Tax Credit Investments in a Time of Uncertainty: What Finance Leaders Need to Know Post-OBBB
Presented by Crux
1 CPE Credit | Field of Study – Tax
As companies grapple with shifting policies and economic signals following One Big Beautiful Bill (OBBB), the transferable tax credit market continues to evolve—bringing both uncertainty and opportunity.
This session will help corporate finance and accounting leaders cut through the noise to understand where the market is heading and how to act confidently amid change. Speakers from Crux and partners will unpack real-world structures (credit monetization, safe-harbor and equipment finance, forward commitments), along with the accounting, tax, and legal considerations that matter most. They’ll also share practical frameworks for navigating transactions, mitigating risk, and advising leadership teams in an environment defined by regulatory and political uncertainty.
Presenter:
Katie Bays | Policy and Research Strategist | Crux
10:55 am – 11:00 am Eastern
Welcome & Opening Remarks
Presenter:
Vickie Wong | Senior Vice President, Chief Accounting Officer | Cisco; 2025 CFRI Conference Chair
11:00 am – 12:00 pm Eastern
Navigating Global Change: A Market and Economic Outlook with Phil Mackintosh
1 CPE Credit | Field of Study – Economics
Join us for a keynote address featuring Phil Mackintosh, Chief Economist at Nasdaq, as he shares insights into the economic and geopolitical forces shaping today’s business landscape. Drawing on his global perspective, Phil will highlight key trends and signals that matter to business and finance leaders, from market dynamics and interest rates to broader regulatory and policy developments.
This forward-looking conversation will explore how these shifts may influence corporate decision-making, strategic planning, and financial operations.
Presenter:
Phil Mackintosh | Chief Economist | Nasdaq
12:00 pm – 1:00 pm Eastern
From Outlook to Strategy: Exploring the Impact of External Factors on Business Strategy
Presented by PwC
1 CPE Credit | Field of Study – Management Services
PwC leaders will translate complex global forces into practical implications for finance leaders. The session will explore how economic and geopolitical factors, such as shifting political and sustainability policies, interest rates, tariffs, and the use of AI are influencing strategic priorities – including decisions on capital structure and investments, supply chain, risk management, business resilience, and the workforce. After this session, attendees will be better equipped to translate shifting business strategies into effective accounting and reporting.
Moderator:
Ryan Hawk | US and Global Industrial Products & Services Leader | PwC
Panelists:
Doug Anderson | Sourcing & Procurement Partner | PwC
Jen Farkas | Partner, Deals Transformation | PwC
Dan Priest | Chief AI Officer | PwC
Matt Stanley | Partner, Deals Practice - Accounting and Reporting | PwC
1:00 pm – 2:00 pm Eastern
From Transformation to Kaizen: Fix Processes & Build AI Fluency
Presented by Klarity
1 CPE Credit | Field of Study – Information Technology
The old way of transformation is insanely painful, slow and expensive. In this session, Klarity showcases case studies on how AI compresses timelines and improves success rate for transformation projects and building organizations designed for continuous growth.
You’ll learn how companies like DoorDash and Tyler Technologies are using AI to always hit strategic objectives on-time, on-budget and with the right scope, drive AI Fluency and get ready for Agentic Enterprise.
Presenter:
Andrew Antos | Founder & CEO | Klarity
2:00 pm – 3:00 pm Eastern
The Investor Lens: Insights on the Current and Future Investment Landscape
1 CPE Credit | Field of Study – Finance
Investors are navigating unprecedented uncertainty and shifting market expectations. This session will feature a discussion with investors on how today’s environment is shaping investor information needs and influencing how capital markets assess companies. Panelists will share perspectives on what drives decision-making amid disruption — from reporting cadence and transparency to emerging risks and evolving expectations for disclosures. The conversation will provide actionable insights for finance leaders looking to better understand and anticipate investor priorities in a rapidly changing landscape.
Moderator:
Marc Seigel | Founder and Executive Advisor | Metrix Advisory
Panelists:
Alisa Guyer Galperin | Investment Professional | Norges Bank Investment Management
Patrick Bryden | Managing Director & Global Head of Thematic and Sustainability Investment Research | Scotiabank
3:00 pm – 4:00 pm Eastern
Future-Proofing Finance Talent: Evolving the Workforce
Presented by EY
1 CPE Credit | Field of Study – Management Services
Discover how leading finance teams are evolving their talent strategies to attract, develop, and retain future-ready professionals. In this session, EY will explore how organizations are reimagining talent models to support the finance function’s evolution and readiness for an AI enabled world—highlighting shifting roles, critical skill sets, and new approaches to retention amid a changing workforce landscape.
Presenters:
Roselyn Feinsod | Principal, People Consulting | EY
Gagan Nanda | Manager, People Consulting | EY
4:00 pm – 4:30 pm Eastern
Afternoon Break
4:30 pm – 5:30 pm Eastern
Policy to Practice: Navigating New Tax Legislation and Rules
Presented by EY
1 CPE Credit | Field of Study – Tax
As tax policy and disclosure requirements continue to evolve, finance teams are taking proactive steps to assess the impact and prepare for change. This session will provide an overview of recent tax legislation, including key provisions of the One Big Beautiful Bill Act, as well as updates on relevant accounting standards such as the FASB’s improvements to income tax disclosures.
Presenters:
Adam Sweet | Partner, Tax Accounting and Risk Advisory Leader | EY
Izabella Parillo | Senior Manager, National Tax Accounting and Risk Advisory Services | EY
Lisa Wolski | Managing Director, Washington Council | EY
Day 2 | Thursday, December 4
11:00 am – 12:00 pm Eastern
Leading Through Change: Insights from CFO Pascal Desroches on Navigating Policy, Practice, and Leadership
1 CPE Credit | Field of Study – Management Services
Join us for a fireside chat with Pascal Desroches, Chief Financial Officer at AT&T, moderated by Sabrina Sanders, Chief Accounting Officer at AT&T. Pascal will reflect on his professional journey across public accounting, regulatory service at the SEC, and executive leadership at some of the most recognized names in media and telecommunications.
In this candid conversation, Pascal will share insights into how these diverse experiences have shaped his leadership philosophy and his approach to navigating today’s complex and evolving business environment.
Presenters:
Pascal Desroches | Chief Financial Officer | AT&T
Sabrina Sanders | Senior Vice President Finance and Chief Accounting Officer | AT&T
12:00 pm – 1:00 pm Eastern
SEC Update: Key Priorities and Considerations for Preparers
1 CPE Credit | Field of Study – Accounting
Hear critical updates from firm leaders as they outline the Commission’s current priorities and focus areas. Former SEC Deputy Chief Accountants Melissa Rocha, Jonathan Wiggins, and Diana Stoltzfus will cover key year-end reminders for registrants to help companies stay informed, prepared, and aligned with the latest regulatory developments and expectations.
Moderator:
Chris Hatto | Vice President, Global Business Solutions and Chief Accounting Officer | General Motors Company
Panelists:
Melissa Rocha | Partner, Department of Professional Practice | KPMG
Diana Stoltzfus | National Quality Organization Partner | PwC
Jonathan Wiggins | Partner - Deputy Chief Accountant, National Professional Standards Group | RSM US LLP
1:00 pm – 2:00 pm Eastern
What Quality Means for Auditors and Accountants: Perspectives on the PCAOB
Presented by SEC Pro, part of Pro Groups
1 CPE Credit | Field of Study – Auditing
As regulatory frameworks adapt to rapid technological change, understanding the interplay between audit standards, data innovation, and preparer readiness has never been more critical. Join PCAOB Board Member Christina Ho and Mike Willis for a forward-looking discussion on how oversight, innovation, and emerging technologies are reshaping audit and financial reporting.
Hosted by the SEC Professionals Group (SEC Pro), this session will explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts financial reporting professionals.
This session offers a rare opportunity to hear directly from a PCAOB board member and other seasoned experts about how the profession can stay aligned with evolving audit expectations and the ever important need for quality in audit and financial reporting.
Moderator:
Steve Soter | Executive Advisor | Pro Groups
Panelists:
Christina Ho | Board Member | Public Company Accounting Oversight Board (PCAOB)
Mike Willis | Advisor, Data, Reporting, & Audit Innovation
2:00 pm – 3:00 pm Eastern
FASB Forward: Shaping the Future Standard-Setting Agenda
1 CPE Credit | Field of Study – Accounting
Tune in for insights on the future of the FASB’s standard-setting agenda from Chair Rich Jones and Technical Director Jackson Day. Learn about critical items currently on the FASB’s agenda and get a preview of what’s next for the FASB as the Board reviews feedback from its 2024 Agenda Consultation outreach.
Moderator:
Lauren Elting | Vice President, Corporate Controller and Chief Accounting Officer | McDonald’s Corporation
Panelists:
Rich Jones | Chair | Financial Accounting Standards Board (FASB)
Jackson Day | Technical Director | Financial Accounting Standards Board (FASB)
3:00 pm – 4:00 pm Eastern
The Road Ahead: Perspectives from Former Regulators and Standard Setters
Presented by Deloitte
1 CPE Credit | Field of Study – Accounting
Join a dynamic discussion with former standard setters and regulators as they explore the future of the financial reporting landscape. John White, former Director of the SEC’s Division of Corporation Finance, Jim Kroeker, former FASB Board member and former SEC Chief Accountant, and Laura Phillips, former PCAOB Deputy Chief Auditor, will offer their insights on the current state of financial reporting and share their expectations for the years ahead.
Moderator:
Laura McCracken | Audit & Assurance Regulatory Leader, Partner | Deloitte & Touche LLP
Panelists:
Laura Phillips | Member of Deloitte's Audit Quality Advisory Council and Former Deputy Chief Auditor at the PCAOB
Jim Kroeker | Former Board Member | Financial Accounting Standards Board (FASB) | Former Chief Accountant | U.S. Securities and Exchange Commission (SEC)
John White | Partner | Cravath, Swaine & Moore LLP
4:00 pm – 4:30 pm Eastern
Afternoon Break
4:30 pm – 5:30 pm Eastern
Human Capital as Financial Capital - Best Practices in Stock-Based Compensation: Insights from the Field
Presented by Equity Methods
1 CPE Credit | Field of Study – Accounting
Stock-based compensation (SBC) sits at the intersection of financial reporting, capital allocation, and human capital strategy. As equity usage expands and investor scrutiny increases, CFOs and controllers are being called upon to bring greater discipline, forecasting accuracy, and governance to this complex area. Drawing on results from Equity Methods’ SBC Best Practices Survey covering 283 companies across industries, this session examines how finance organizations are modernizing their SBC infrastructure. Discussion topics include:
- Integration of SBC forecasting into broader financial planning and capital management processes,
- Methods for improving precision in grant expense and dilution forecasting,
- Finance’s expanding involvement in award design, performance goal calibration, and Compensation Committee support, and
- Trends in internal controls, audit readiness, and disclosure transparency.
Attendees will leave with empirical benchmarks and practical insights to evaluate their own practices. The session will also address how finance leaders can strengthen cross-functional collaboration with HR and enhance readiness for eventual board or Compensation Committee membership.
Presenter:
Takis Makridis | President & CEO | Equity Methods
Day 3 | Friday, December 5
10:00 am – 11:00 am Eastern
The Future of Finance Is Now: Delivering Value Through Digital Transformation
Presented by Forvis Mazars
1 CPE Credit | Field of Study – Information Technology
Digital finance transformation is essential for companies to succeed in today's competitive and fast-changing landscape. During this session, we will explore how digital tools like AI, automation, data analytics, and cloud computing can efficiently streamline processes, boost efficiency, enhance decision-making, and improve customer experiences. The panelists will also offer insights and real-world examples of how digital transformation is enhancing cost efficiency, compliance, innovation, workforce management, and leading to a sustained competitive advantage.
Moderator:
Michael Fried | Principal, Business and Technology Consulting | Forvis Mazars
Panelists:
Amie Thuener | VP, Chief Accounting Officer and Corporate Controller | Alphabet Inc.
Saqib Baig | Chief Financial Officer of Peloton Commercial Business Unit & Chief Accounting Officer of Peloton | Peloton Interactive
Meg Dholabhai | VP, Finance Strategic Capabilities | HP, Inc.
11:00 am – 12:00 pm Eastern
Scaling AI with Sol Rashidi: From Vision to Value
1 CPE Credit | Field of Study – Information Technology
Tune in for a keynote address by Sol Rashidi, a renowned technology and AI leader and one of the first Chief Data and AI Officers in the Fortune 500. Drawing on her experience leading data and AI transformations—including her work on IBM’s Watson—Sol will share candid insights on what it truly takes to scale AI in today’s complex and evolving business environment. Through real-world examples, Sol will explore best practices for effective AI development within large organizations. Topics will include structuring teams, managing data governance challenges, prioritizing investments, and aligning AI initiatives with broader business goals. With executive experience at Fortune 100 companies such as Estée Lauder, Merck, Sony, Royal Caribbean, and AWS, Sol brings a unique, cross-industry perspective on what it takes to develop and deploy AI successfully—and sustainably—at scale.
Presenter:
Sol Rashidi | Chief Strategy Officer, AI & Data | Cyera
12:00 pm – 1:00 pm Eastern
AI in Action: Strategic Use Cases Across the Finance Function
Presented by Microsoft
1 CPE Credit | Field of Study – Information Technology
Discover how leading companies are leveraging AI across the controllership and broader finance function. This session will spotlight real-world use cases that are delivering measurable value—streamlining operations, enhancing data insights, and supporting strategic decision-making. A panel of experts from top technology companies will share practical examples of how their organizations are integrating AI into finance workflows, offering a grounded perspective on what’s working, what’s scalable, and what the future may hold for AI in finance.
Moderator:
Ibaadat Dhaliwal | GM, Corporate Accounting | Microsoft
Panelists:
Danielle Fontaine | Vice President, Assistant Controller | ServiceNow
Denise Lucas | Assistant Controller, Responsible Business & Technology | IBM Corporation
Joe Bohnert | Innovation Architect Leader | Meta
1:00 pm – 2:00 pm Eastern
Accounting 2030: How AI Agents & Accountants Will Interact in the Next 5 Years
Presented by Trullion
1 CPE Credit | Field of Study – Information Technology
Finance leaders are at a turning point. Rather than simply adopting new tools, the next frontier is preparing for a finance function transformed by AI agents. The relationship between AI agents and accountants will define what Accounting 2030 looks like: humans and intelligent systems working together to accelerate insight, strengthen governance, and reshape the culture of finance.
This session will explore how CFOs and controllers can prepare their teams to work alongside AI agents, reimagine roles and structures for continuous transformation, and align technology adoption with long-term value creation. Using Trullion’s platform as a case study, we’ll highlight how agentic AI is already transforming lease accounting and audit workflows, turning compliance-heavy tasks into strategic drivers. Attendees will gain a forward-looking perspective on how AI agents and accountants will interact and how today’s leaders can prepare their organizations for the next generation of finance.
Presenter:
Isaac Heller | President and Founder | Trullion
2:00 pm – 3:00 pm Eastern
Auditing AI: Evolving Risks, Controls, and Considerations for the Finance Function
Presented by KPMG
1 CPE Credit | Field of Study – Information Technology
Explore how finance and internal audit teams are tackling risk, governance, and assurance as AI transforms business processes. This session hosted by KPMG will share practical insights on how organizations are preparing for AI adoption—highlighting key considerations for audit readiness, risk management, and internal controls. The discussion will also explore emerging challenges in auditing AI-driven systems, including data integrity, accountability, and governance frameworks.
Presenters:
Amanda Gomez | Director, Information Technology Financial Compliance and Operations | Cisco
Kanika Havelia | Senior Director, Finance & AI | PayPal
Richard Knight | Principal | KPMG
Charles Murray | Managing Director, Cybersecurity & Technology Risk | KPMG
Mamta Soni | Partner | KPMG
3:00 pm – 4:00 pm Eastern
Strengthening Your Organization’s Cybersecurity Strategies in a New Age of Technology
1 CPE Credit | Field of Study – Information Technology
As cybercrime continues to grow, businesses across the globe have firsthand witnessed the detrimental effects. To combat the latest cybersecurity threats, business leaders and their employees must play a key role in strengthening the protection of their most valuable assets and information. Please join Rachel Wilson, Chief Data Officer of Morgan Stanley Wealth Management and former Senior Executive of the National Security Agency, as she shares her unique perspective on the critical risks organizations face today and advice on developing a resilient cybersecurity program in an ever-evolving cybersecurity landscape.
Presenter:
Rachel Wilson | Managing Director and Wealth Management Chief Data Officer | Morgan Stanley
4:00 pm – 4:30 pm Eastern
Afternoon Break
4:30 pm – 5:20 pm Eastern
Controllership Roundtable
1 CPE Credit | Field of Study – Accounting
Join a panel of controllers and Chief Accounting Officers from some of America's largest companies as they reflect on key takeaways from the conference. Tune in for reactions to regulatory and standard-setting updates, perspectives on navigating economic uncertainty, and how these leaders are operationalizing technology and leveraging talent within controllership to elevate their organizations to the next level.
Moderator:
Liz Crowe | Professional Accounting Fellow | FEI
Panelists:
Aaron Anderson | Chief Accounting Officer | Meta
Michelle Daly | Senior Vice President, Controller and Principal Accounting Officer | Nasdaq
Jennifer Damico | Senior Vice President, Chief Accounting Officer and Controller | Pfizer
Amy Johnson | Corporate Vice President and Controller | RTX
Johanna Nielsen | Corporate Controller | Nike, Inc.
5:20 pm – 5:30 pm Eastern
Closing Remarks
5:30 pm – 6:30 pm Eastern
If You Think AI Means the End of XBRL, You Don't Know AI
Presented by Workiva
1 CPE Credit | Field of Study – Information Technology
Is the hype surrounding AI-fueled financial analysis for real? And what is the role of XBRL data when investors can ask artificial intelligence to analyze EDGAR filings or scrape company websites for financial metrics? New studies show that with high-quality data serving as the fuel for artificial intelligence, XBRL tags can supercharge what AI can do in financial analysis, improving accuracy and reliability. Join speakers from XBRL US, Calcbench, and Workiva as we dig deeper into this important topic.
Moderator:
Steve Soter | VP, Industry Principal | Workiva
Panelists:
Pranav Ghai | Co-Founder and CEO | Calcbench, Inc.
David Gonzales | VP, Senior Accounting Analyst | Moody's Investors Service
Campbell Pryde | CEO and President | XBRL US, Inc.
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