Agenda

Join us for a keynote address featuring Michelle Meyer, Chief Economist at Mastercard, as she shares her perspective on the economic and consumer forces shaping today’s business landscape. Drawing on Mastercard’s unique vantage point across global payments and consumer activity, Michelle will highlight the trends, signals, and risks that matter most to finance leaders – from inflation and labor markets to consumer health, interest rates, and the broader policy environment.

This forward-looking address will explore how these dynamics may influence corporate decision-making, capital allocation, and strategic planning in the year ahead.

Capital markets are responding to a new mix of macro forces, regulatory expectations, and technology-driven disclosure. This session will bring together leaders from across the buy side, sell side, and investor relations community for a candid conversation on how investors are evaluating companies today. Panelists will share what they look for in disclosures, how they assess management credibility, and where reporting cadence and transparency are evolving.

Attendees will leave with practical insights for anticipating investor priorities and aligning their financial reporting strategy with what the market rewards.

As AI accelerates both the speed of business and the sophistication of threats, the cybersecurity exposure for finance organizations have never been more complex. In this session, presenters will share the latest on the evolving threat landscape – including emerging risks tied to AI adoption, generative AI misuse, data center concentration, and the protection of financial systems and sensitive data.

Attendees will gain a clearer view of where the most material cyber risks are emerging and what finance and accounting leaders can do to strengthen resilience, governance, and incident readiness across their organizations.

Discover how leading finance teams are putting AI to work today. In this session, EY will moderate a discussion with preparers who are operationalizing AI across the controllership and broader finance function. Speakers will share grounded, real-world examples of use cases that are delivering value – spanning the close, reporting, controls, FP&A, and audit readiness.

The conversation will explore what is working, what has been harder than expected, and the lessons every finance leader should take into their own AI roadmap.

As AI reshapes how finance and internal audit work gets done, organizations are rethinking their operating models – and what that means for the people behind them. In this session, Forvis Mazars will share practical, on-the-ground perspectives from client transformations: redesigning finance and internal audit processes with AI, reimagining operating models, and assessing what a “ready workforce” looks like – including the skills and expertise teams need to oversee and come over the top of AI-enabled processes. Attendees will hear real roadmaps and lessons learned, including a preparer perspective on outcomes and how they’re informing organizational decisions.

Controllers are expected to defend data under scrutiny, guide strategy, and keep pace with evolving standards, all with leaner teams and less time.

This session shows how leading companies bring their data, assurance, and governed AI together on the Workiva platform, with information flowing from source systems through every linked report, filing, and board deck. You’ll see how teams are connecting more of their reporting, from SEC and management reporting to multi-entity disclosure, so they can trust their data and make defensible decisions faster. We’ll show the capabilities behind connected reporting in the platform, including where governed AI is accelerating workflows so teams spend more time on analysis and less time chasing data. You’ll leave with a clear view of how the Workiva platform strengthens the finance function’s position as a strategic advisor to the business.

Stock-based compensation (SBC) is one of the largest expenses on many income statements and one of the least explained. Investors treat it as a real economic cost, while boards and Chief Human Resources Officers (CHROs) treat it as a central tool in attracting and retaining talent. Calibrating a Goldilocks level of usage is a prime opportunity for collaboration between finance, the board, and HR.

With the FASB’s Disaggregation of Income Statement Expenses standard (DISE) coming online, the spotlight on SBC will only intensify. For the first time, every public company will disclose how much of each functional expense line is people-linked. Investors will gain access to an entire category of new analytics.

This session covers what investors will do with that data and how finance can get ahead of it. We’ll work through the metrics active investors use, and why it’s possible to both over-grant and under-grant SBC. Finance holds the data and the investor lens that the CHRO and the compensation committee need. You’ll leave with a practical view of how to bring that lens into the total rewards conversation before the disclosure arrives.

Implementing AI isn’t just about giving an individual employee a few hours back—it is about fundamentally rethinking how work gets done across the entire enterprise. Drawing on practical business use cases, Christian Peo, U.S. Vice Chair of Audit and Assurance at KPMG, will explore how senior leaders can shift from traditional, linear workflows to a dynamic “portfolio delivery model.” This session will unpack the strategic challenges of redesigning capacity in lean teams, the hard economics of technology deployment, and how to proactively prepare your workforce for AI integration. Finally, Christian will share KPMG’s frontline perspective on what regulators are asking today, ensuring your operational redesign aligns perfectly with tomorrow’s compliance expectations.

Scaling AI in finance requires more than the right technology – it requires the right foundations. In this session, Microsoft will explore the building blocks that finance organizations need to deploy AI responsibly and at scale, including modern data architecture, governance frameworks, responsible AI principles, and the controls required to support trustworthy decision-making.

The conversation will offer a practical roadmap for finance leaders looking to move beyond pilots and embed AI into the core of their reporting, planning, and operational workflows.

As AI moves deeper into business processes and into the audit itself, the questions facing finance and audit leaders are becoming more urgent. In this session, Deloitte will explore both sides of the equation: how auditors are evaluating AI-enabled processes and controls within companies, and how AI is reshaping how audits themselves are planned, executed, and evidenced.

Attendees will leave with practical insights on emerging expectations, risk considerations, and what “audit-ready AI” looks like in practice.

For many organizations, preparing for the FASB’s Disaggregation of Income Statement Expenses (DISE) standard is a work in progress, requiring ongoing tweaks to systems, data flows, and controls.

This session focuses on how preparers can evaluate their current standing, identify remaining gaps, and establish practical governance structures. KPMG will cover how to manage system modifications and design flexible disclosures that can accommodate future FASB refinements.

For CFOs and finance leaders weathering the current climate, forecasts can change fast – accurate on Monday, unusable on Wednesday. Sudden scenarios recast the plan: a trade-policy change reprices inventory and compresses margin before the next order lands, a key customer delays payment as a supplier shortens terms or raises rates, or an AI deployment creates a variable expense that outpaces its value.

The Adaptive CFO does not wait for the next close to respond; AI surfaces the signal, automation routes repeatable work, technology models tradeoffs, and built-in controls put right responses in motion with human accountability intact.

In this live session, Fractional CFO and Fresh FP&A CEO Chris Ortega and Ramp’s Director of Financial Efficiency & Intelligence, Will Simmons, will explore the various scenarios and the technology toolkit to adapt, including:

• Moving beyond annual budgets with current and committed spend, and scenarios that support faster reforecasting.
• Seeing supplier, tariff, contract, and technology-cost changes early enough to protect margin.
• Connecting profitability to bills due, payroll, working capital, and operating cash.

Treating AI as an owned investment, with visibility into usage, cost, business outcomes, and guardrails against runaway spend.

As digital assets move from an emerging consideration to financial reality, finance leaders are evaluating what crypto assets, stablecoins, tokenization, and on-chain finance may mean for their organizations. This session will explore the evolving digital asset landscape from a preparer perspective, including key accounting, reporting, controls, treasury, risk management, and operational considerations.

PwC will share insights on how companies can monitor developments such as Project Crypto, tokenized real-world assets, and emerging regulatory frameworks while preparing their finance functions for continued change. Attendees will leave with practical considerations for navigating the next phase of digital asset activity.

The transferable tax credit market has scaled to $42 billion in annual volume, but many finance and accounting teams still have open questions about what happens if the IRS challenges a purchased credit — and how well the contractual protections built into these deals actually hold up. Drawing on proprietary deal-terms data, buyer surveys, and interviews with former IRS officials and tax controversy attorneys, this session will give preparers a clear-eyed look at the current audit landscape: how IRS case selection really works, what triggers scrutiny most often, and how frequently recapture and disallowance actually occur in practice. We’ll also break down the deal terms buyers should expect to see — no-fault indemnity, recapture-prevention covenants, indemnity caps, and credit support — and what they mean for structuring a purchase, negotiating protections, and managing credit risk on the balance sheet. Attendees will leave with a practical framework for evaluating and de-risking tax credit transactions.

Tune in for a keynote address from SEC Chairman Paul Atkins as he outlines the Commission’s vision, priorities, and regulatory philosophy for the year ahead. The conversation will explore the broader direction of the SEC’s agenda, the administration’s approach to capital markets oversight, and the policy themes shaping financial reporting and disclosure for public companies.

This session offers attendees a rare opportunity to hear directly from the Commission’s Chair on the topics most relevant to finance and accounting leaders.

Join the SEC Division of Corporation Finance for a discussion of the evolving public company disclosure landscape and the Staff’s priorities for registrants. The session will explore how disclosure expectations continue to develop in response to market, regulatory, and investor needs, with a focus on the practical implications for public companies and their finance and accounting leaders.

Attendees will hear perspectives on key reporting trends, disclosure effectiveness, filing review considerations, and areas where companies should remain attentive as the SEC’s agenda continues to evolve.

This session will feature insights from the SEC Office of the Chief Accountant on the accounting, auditing, and financial reporting matters most relevant to public companies. The discussion will focus on the role of sound accounting judgments, transparent financial reporting, and high-quality audits in supporting reliable information for investors.

Attendees will gain perspective on areas of Staff focus, consultation themes, and practical considerations for navigating complex accounting questions in a changing business and regulatory environment.

Hear from the PCAOB on the evolving audit oversight landscape and the priorities shaping audit quality, standard setting, inspections, and enforcement. The session will explore how the PCAOB is approaching its mission in a period of change for audit practice, technology, and regulatory oversight.

The discussion will provide finance and accounting leaders with insight into what audit committees, management teams, and preparers should be watching as audit standards and oversight activities continue to evolve.

Join FASB leadership for an update on the Board’s standard-setting activities, including recent standards, implementation considerations, active projects, and emerging areas of focus. The session will highlight how the FASB is prioritizing its agenda and responding to stakeholder input across a range of financial reporting topics.

Attendees will gain insight into the Board’s current direction and the accounting matters that may shape financial reporting in the periods ahead.

Join a panel of Chief Accounting Officers and Controllers from some of America’s largest companies as they reflect on key takeaways from the conference. The conversation will reflect on the regulatory and standard-setting updates from the morning’s sessions, the macro and business environment shaping decisions across the controllership, how organizations are operationalizing AI and emerging technology, and the talent strategies needed to support an evolving finance function.