Best Practices in Accounting & Finance 2026 (ONLINE EVENT: September 23-24, 2026)

Finance and accounting organizations are transforming rapidly - adopting new technologies, optimizing processes, and redefining their role as strategic partners. Best Practices in Accounting & Finance 2026 is a two-day virtual conference designed to help you stay ahead by showcasing what leading teams are doing today to drive efficiency, strengthen reporting, and unlock better business insights.

Featuring expert instructors from Big Four firms and specialized finance consulting practices, the conference delivers practical strategies, tools, and success stories that can be applied immediately - whether you’re modernizing workflows, improving internal reporting, or enabling greater automation and analytics across the finance function.

Learning Objectives:

Identify emerging best practices that can increase efficiency, reduce risk, and enhance decision-quality in finance and accounting
Benchmark your organization’s performance and priorities against peer companies and industry standards
Evaluate innovative technologies, automation opportunities, and process improvements that align with your organization’s goals

Earn 16 CPE credits while gaining fresh perspectives on what’s working across the industry.

Course Content

Agenda: DAY 1

8:45-10:00 FP&A Best Practices

FP&A Core Functions
Business Partnering
Strategic Planning
Budgeting/Forecasting
Reporting
Profitability Analysis
Systems
Digital Transformation
Ad-Hoc Projects

10:00-10:15 Break

10:15-11:35 GenAI

How companies are best using this revolutionary technology
Use Cases in Accounting & Finance

11:35-11:40 Break

11:40-12:55 Best Practices in treasury

Structuring a solid system in times of volatility
Creating value in the cash management function
Achieving maximum cash visibility

12:55-1:40 Lunch Break

1:40-3:00 Third Party Risk Management

Why is TRRM important?
Governance and operating models
Leading practices and hot topics

3:00-3:15 Break

3:15-4:50 Risk Mindset in Uncertain Times

Recent Trends
Cases and Examples
Tips and Best Practices

Agenda: DAY 2

8:45-10:05 Tax Considerations

More efficient methods for improving cash flow
Managing effective tax rates
Mitigating past non-compliance
OBBBA

10:05-10:20 Break

10:20-11:20 CFO Survey Results

Strategic growth and digital transformations
Enhanced forecasting
Operational efficiency
Key trends and takeaways

11:20-11:35 Break

11:35-12:50 Attracting and Retaining Accounting & Finance Talent

Outside-in: changing dynamics
Nature of work: navigating fluidity
Impact of GenAI on talent

12:50-1:20 Lunch Break

1:20-2:50 Cybersecurity Trends

Social media risk landscape
Malware, brand hijacking, lack of control over content
Customer service dissatisfaction, record retention & employee posts
Crisis management, bloggers disclosures, data leakage protection
Tips and Best Practices

2:50-3:00 Break3:00-4:30 The Intelligent Close

Speakers

Spencer Bethmann, KPMG, Managing Director
Glenn Snyder, Riveron, Senior Director - Interim Management
Ezi Chioke, Deloitte, Manager, Treasury Technology and Transformation
Kristina Mango, Deloitte, Senior Manager
Vibhor Chandra, Deloitte, Partner
Peter Bradford, KPMG, Global Leader - Fraud
Jonathan Goldblatt, Kroll, Managing Director
Jon Medina, Protiviti, Managing Director
Dan Hansen, Protiviti, Managing Director
Matt Lepley, Connor Group, Partner
Sandra Tullis, Cronos Group, Global Head of Treasury
Julius Hart, PwC, Senior Manager
David Nadell, Kroll, Director
Frank Deluccia, Kroll, Director
Shaun James, RSMManager, Accounting Methods and Periods
Dongchen Xu, FTI Consulting, Senior Director, Office of the CFO Solutions
Jonathan Shertok, Ernst & Young, EY Helix Global Product Leader