Best Practices in Accounting & Finance 2026
VIRTUAL CONFERENCE
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 16 CPE 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. Earn 16 CPE credits while gaining fresh perspectives on what’s working across the industry.
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
REGISTRATION INFORMATION:
Cost: $545 (save $150 off the regular price of $695 if you register by August 21st)
This event will run 8:45-4:55p (Pacific Time) each day.
Register any one of three ways:
1. Register online using a credit card and click the orange button
2. Register by phone at (610) 789-3110
3. Email your contact info to be invoiced to [email protected]
| 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 | Break |
| 3:00 | 4:30 | The Intelligent Close |
| Conference series speakers include: |
|---|
| 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 |
