Controller’s Update is a comprehensive two-day CPE program designed for controllers, finance leaders, and corporate accountants who need to stay current on rapidly changing accounting and financial leadership demands. Half of the agenda focuses on key corporate accounting issues, emerging standards, reporting developments, and the evolving expectations of controllership.
The other half shifts to FP&A, strategic finance, and operational excellence, including best practices in forecasting, budgeting, and how generative AI is transforming finance workflows, analysis, and decision-making. Participants will walk away with actionable ideas, practical tools, and fresh strategic insight to improve both compliance and performance within their organizations.
Learning Objectives:
- Understand the latest accounting changes in key areas
- Recognize opportunities to utilize GenAI to streamline workflows and enhance analysis
- Begin to assess where you can use tools, templates, examples and best practices in your organization
Agenda
Agenda: DAY 1
8:45-10:05 Financial Accounting Update
- Recently Issued and newly proposed Accounting Standard Updates (ASU)
- Key elements of proposed ASUs and how they may impact your company
10:05-10:15 Break
10:15-11:40 GenAI Use Cases in Accounting & Finance
- Define key AI terms
- Demystifying the different forms of AI
- Practical use-cases today
- Exciting use-cases for tomorrow
- Strategies for approach AI adoption
11:40-12:25 Break
12:25-1:45 Financial Accounting Fraud Trends and Cases
- Key SEC Enforcements Trends and Cases
- How to manage or mitigate the risk of fraud
1:45-1:55 Lunch Break
1:55-3:10 Select ASUs: Deeper Dive
3:10-3:20 Break
3:20-4:40 SOX & Internal Controls Update
- Risk assessment refresh
- Significant transactions and events
- SOX modernization and optimization
- Information used in controls
- Deficiencies & severity assessment
Agenda: DAY 2
8:45-10:05 SEC Update
- SEC Rulemaking agenda
- Proposed rules
- Pay vs Performance
- Staff Guidance
- Comment Letter trends
- MD&A
- ESG
- Climate disclosures status
- XBRL Tagging Issues
10:05-10:20 Break
10:20-11:35 Budgeting & Forecasting Best Practices
- Proven methods to build more accurate and agile budgets and forecasts
- How leading companies are adapting their models in fast-changing environments
- Connecting budget to strategy
- How to avoid common pitfalls
- Metrics and KPIs
11:35-11:45 Break
11:45-12:35 CFO Survey Results
- Key global trends
- Revenue growth optimism
- Improved financial forecasting
- Digital finance transformation
- Regional insights
12:35-1:15 Break
1:15-2:10 Tax Update
- One Big Beautiful Bill Act
- Legislative News
2:10-2:20 Break
2:20-3:40 Revenue Recognition: Evolving Issues
- Contract modifications
- Identifying performance obligations
- Significant financing component
- Contingent revenue
- Performance obligations over time
- Costs to obtain a contract
3:40-3:50 Break
3:50-4:50 Cybersecurity Update
- New SEC Guidance on Information Security
- Cautionary tales - examination of recent cases
- What we are seeing: weak passwords, social media exposure, breach list exposure, linkedin scraping, lack of MFA, missing patches, insecure storage of credentials
- Social engineering attacks
- What you can do - active management
Speakers
Abby Cohen, Deloitte, Senior Manager
Glenn Snyder, Riveron, Senior Director - Interim Management, Head of FP&A
Dom Mills, Grant Thornton, Partner
Julie Dockins, Grant Thornton, Audit Senior Manager
Alex Brosseau, Deloitte, Senior Manager - Tax Policy
Amar Shah, Riveron, Managing Director
Nick Damianides, FTI Consulting, Director
Kevin Donofrio, KPMG, Director
Rich Daisley, RSM, Senior Manager, Accounting Standards Group
V.K. Varadha, Riveron, Director
Kizzy Guft, Protiviti, Managing Director
Shawn Seasongood, Protiviti, Managing Director
Devin Zeller, Protiviti, Director
Dan Hansen, Protiviti, Managing Director
Jon Medina, Protiviti, Managing Director
