VIRTUAL CONFERENCE – TWO-DAY EVENT – 16 CPE

Every controller is being asked to close faster, forecast better, and do more with a smaller team. What AI can’t tell you is how other controllers are actually pulling it off. Controller’s Update 2027: Accounting, Reporting & Finance Best Practices is a two-day, live virtual CPE conference (June 15–16, 2027, Central Time) where Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house accounting and finance leaders share how their own teams are handling the accounting and SEC update, the close, FP&A, treasury, SOX, tax, AI, finance systems, and the future of finance.

You’ll come away with real perspective on how your counterparts at other companies are dealing with the same challenges you face: the judgments they’re making, the approaches that are working, and the mistakes to avoid. Get the technical update and the operational practices that help a controller’s organization run faster and smarter. No travel required.

AT A GLANCE:

  • Dates: Tuesday–Wednesday, June 15–16, 2027
  • Time: 8:45a to 4:40p (Central) each day
  • Format: Live virtual conference (attend from anywhere)
  • Why attend: Hear how the firms’ clients and your counterparts at other companies are handling the same challenges you face
  • CPE: 16 CPE credits
  • Who should attend: Controllers, assistant controllers, CFOs, CAOs, accounting and finance managers, FP&A, and treasury professionals

LEARNING OBJECTIVES:

  • Benchmark your company’s approach against how peer companies and the firms’ clients are handling the same issues
  • Identify recent accounting standards and SEC developments affecting controllers
  • Apply practices that accelerate and automate the close
  • Strengthen budgeting, forecasting, and treasury processes
  • Strengthen SOX and internal controls in the controller’s organization
  • Use AI to improve the productivity of the controller’s organization
  • Plan for the future of finance, including talent, automation, and the controller’s changing role
  • Apply recent tax law changes and identify tax planning opportunities
  • Plan and manage finance systems and ERP upgrades

REGISTRATION INFORMATION:

Cost: $595 (save $150 off the regular price of $745 if you register by May 21st).
This event will run from 8:45a to 4:40p (Central) each day.

REGISTER NOW »

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 (Tuesday, June 15, 2027 – Central Time)
8:45 10:05 Financial Accounting & SEC Update for Controllers

  • Recently issued ASUs and effective dates
  • Expense disaggregation and other new disclosures
  • SEC developments and staff comment trends
  • What controllers should be planning for now
10:05 10:15 Break
10:15 11:35 The Intelligent Close (with Automation Demo)

  • Accelerating the month-end and quarter-end close
  • Reconciliation and journal entry automation
  • Short live demo: automating account reconciliations and flux analysis
  • Close calendars, checklists, and accountability
  • Metrics for a better close
11:35 11:45 Break
11:45 1:05 FP&A & Forecasting Best Practices

  • Building more accurate and agile forecasts
  • Driver-based planning and scenario analysis
  • Connecting the budget to strategy
  • KPIs that matter
1:05 1:50 Lunch Break
1:50 3:10 CFO & Controller Panel: Leading Finance Through Uncertainty

  • Finance leaders share lessons learned
  • Priorities for the year ahead
  • Partnering with the business
  • Building a resilient finance team
3:10 3:20 Break
3:20 4:40 Treasury & Cash Management Best Practices

  • Cash forecasting and liquidity management
  • Banking relationships and payments controls
  • Managing interest rate and FX exposure
  • Treasury technology

 

Agenda: DAY 2 (Wednesday, June 16, 2027 – Central Time)
8:45 10:05 Tax Update: Legislation & Planning for Controllers

  • Recent federal tax legislation and implementation, including R&E expensing, bonus depreciation, and interest limitation changes
  • Income tax provision and the new income tax disclosure requirements
  • State and international developments
  • Year-round tax planning opportunities
  • Working effectively with your tax advisors
10:05 10:15 Break
10:15 11:35 AI for the Controller’s Organization

  • Use cases working in accounting today
  • AI in the close and reporting
  • Prompting techniques for finance teams
  • Governance and controls over AI
11:35 11:45 Break
11:45 1:05 Finance Systems & ERP Upgrades: Lessons from the Field

  • Evaluating ERP upgrades and cloud migrations
  • Building the business case and selecting vendors
  • Data conversion, testing, and cutover
  • Controls and audit considerations during implementation
  • Lessons learned from recent implementations
1:05 1:50 Lunch Break
1:50 3:10 SOX & Internal Controls for Controllers

  • Risk assessment refresh
  • Efficient controls and testing
  • Common deficiencies and how to avoid them
  • Working with auditors
3:10 3:20 Break
3:20 4:40 The Future of Finance: Talent, Automation & the Controller’s Role

  • How the controller’s role is changing
  • Talent: the accounting pipeline, upskilling, and retention
  • Automation and AI: what changes for finance teams, and what doesn’t
  • Flexible and hybrid work models
  • Succession planning and leadership continuity
  • Building a lean, high-impact finance team

 

Speakers from the 2026 Series Included:
Abby Cohen Deloitte, Senior Manager
Glenn Snyder Riveron, Senior Director – Interim Management, Head of FP&A
Lailaa Mahmud Grant Thornton, Senior Manager
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
Rebecca Freeman BDO, Professional Practice Senior Manager, SEC Services
Lisa Habash BDO, Professional Practice Senior Manager, SEC Services
Peter Bradford KPMG, Global Leader – Fraud
Shawn Seasongood Protiviti, Managing Director
Devin Zeller Protiviti, Director
Dan Hansen Protiviti, Managing Director
Jon Medina Protiviti, Managing Director
Spencer Bethmann KPMG, Managing Director
Ezi Chioke Deloitte, Manager, Treasury Technology and Transformation
Kristina Mango Deloitte, Senior Manager
Vibhor Chandra Deloitte, Partner
Jonathan Goldblatt Kroll, 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 RSM, Manager, Accounting Methods and Periods
Dongchen Xu FTI Consulting, Senior Director, Office of the CFO Solutions
Jonathan Shertok Ernst & Young, EY Helix Global Product Leader

 

WHAT ATTENDEES SAY:

“Great sessions. Really appreciate the quality of the speakers and the live options.”
– Sr. Director – Accounting & Budget, Citizens Property Insurance Corporation | Controller’s Update, Mar 2026

“This was a great conference, all the speakers/presentations were very informative and relevant. It is great to get caught up on Accounting/SEC/Tax/AI/Cybersecurity issues all in one conference!”
– Vice President – Finance, Elsewhere Partners | Financial Accounting & Reporting Update, Jun 2025

“Every time I do this – I come out far more knowledgeable. I appreciate the availability of these conferences!”
– Corporate Controller, Lotlinx Inc. | Financial Accounting & Reporting Update, Jun 2026

“Overall, really enjoyed the series of presenters and would recommend. I love that this series is completely online as it’s hard to dedicate the time to travel to attend a two day session.”
– Controller, Omeros Corporation | Life Science Accounting Update, Sep 2026

FREQUENTLY ASKED QUESTIONS:

What is Controller’s Update 2027: Accounting, Reporting & Finance Best Practices?
Two-day live virtual CPE conference for controllers and their teams (16 CPE), June 15-16, 2027.

Why attend a live conference when AI can explain the accounting rules?
AI can summarize what the standards say, but it can’t tell you how other companies are applying them. At this conference, Big 4 and advisory-firm specialists share what they are seeing across their client companies, and in-house leaders share how their own teams are handling the same challenges you face, so you leave with practical perspective you can’t get from the rules alone.

Is this conference only for controllers?
No. It is designed for controllers and the teams they lead, including assistant controllers, accounting managers, FP&A, and treasury professionals, as well as CFOs and CAOs.

How many CPE credits can I earn?
Attendees earn 16 CPE credits for attending both days.

Who presents?
Sessions are led by Big 4 and other technical experts. Speakers from the 2026 series included specialists from Deloitte, Riveron, Grant Thornton, FTI Consulting, KPMG, RSM, BDO, and Protiviti, plus in-house accounting and finance leaders.

Where is the conference held?
Online. It is a live virtual event, so you can attend from your office or home with no travel required. Times are 8:45a to 4:40p (Central) each day.

How much does it cost?
$745, or $595 if you register by May 21st. Group and invoice options are available by phone at (610) 789-3110.

Who runs this conference?
ACS (Accounting Conferences and Seminars), which has produced CPE conferences designed specifically for corporate accountants since 2010.

See all upcoming virtual CPE conferences for corporate accountants.