Virtual Conference

Best Practices in Accounting & Finance 2026

Dates: Sept 23-24, 2026
CPE Credits: 16
Location: Virtual (PT)
Field of Study: best-practices

Early bird: $545 (through 9/2/2026) · List: $695

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

Schedule

Agenda: DAY 1

Time	Session
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

Time	Session
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

Featured 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

Robin Rasmussen, KPMG, Partner

Peter Bradford, KPMG, Global Leader - Fraud

Jonathan Goldblatt, Kroll, Managing Director

Jon Medina, Protiviti, Managing Director

Alejandro Pardo, Riveron, Director

Dan Hansen, Protiviti, Managing Director

Emily Carroll, Riveron, Senior Manager

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

Josh Leonard, Deloitte & Touche, Partner in Financial Advisory Services LLP's Lease Advisory practice

Chris Lohin, SAP America, Senior Finance Director

David Lynn, Morrison Foerster, Partner and former SEC Chief Counsel

Francis Markey, Duff & Phelps, Director, Valuation Services

Jamie Mayer, Grant Thornton, Executive Director in Accounting Principles Consulting Group (former FASB practice fellow)

Jonathan Nus, Standard & Poor's Rating Service, Director with focus on how financial statement information is analyzed

R. Daniel O'Connor, Ropes & Gray, Partner focusing on SEC Enforcement matters, internal investigations and related trial work.

Amanda Spindler, MillerCoors, Treasury Manager

Sarah Rich, SunTrust Banks, Inc.

Mark Sitlinger, Ally Financial (formerly GMAC), Director of Accounting Policy

Chris Whitley, PwC, Partner in PwC's Accounting & Financial Reporting team in the Transaction Services business unit

Peter Wilm, Deloitte & Touche, Partner in Financial Accounting & Reporting Services Group (former Executive VP at MBNA America Bank and Professional Accounting Fellow at the OCC)