May 12 | High-Level CFO Summit (2:00–6:00 PM)

Ritz-Carlton Bangalore
For CFOs, Senior Finance Directors & Firm Partners

This 3.5-hour summit is designed to move beyond conventional discourse, utilizing future-focused framing and local context mapping to create a definitive body of insight regarding the future of finance. Our CEO, Mark Koziel, will provide a keynote address on the rapid evolution of the global profession.

Tom Hood, EVP of Business Engagement & Growth, will also participate, lending his global perspective to the dialogue. You will be joined by a select group of 50 invited leaders for this intimate session.

• Accounting as an Anticipatory Function: Shifting from historical measurement to early-warning decision intelligence.
• Data Governance as Control: Embedding data lineage and auditability as primary control objectives.
• AI & Human Capital: Reconfiguring roles and addressing emerging capability gaps in the age of automation.
• Sustainability as a Metric: Treating ESG as a core driver of working capital and M&A valuation.

May 13 | RISE 2040 (9:00 AM–6:00 PM)

Ritz-Carlton Bangalore
For MFG Leadership Teams

RISE 2040 is our flagship event focused on the technologies and transformations shaping the next era of accounting. We are honored to feature CEO Mark Koziel, who will be launching the Global RISE 2040 findings, alongside Tom Hood, EVP of Business Engagement & Growth.

The agenda is designed to move beyond today’s talking points to prepare for tomorrow’s realities. To ensure a high-quality, impactful experience, we have reserved 10 seats exclusively for your organization’s senior leadership. Key themes:

• Public Accounting in the US.
• Skills for AI
• The trajectory of the global profession at large.
• Evolution of GCC’s in India amongst other topics

May 14 | MFG Partner Meeting (9:30 AM–12:00 PM)

Ritz-Carlton Bangalore
For MFG Partners

Following the productive discussions held in April, we are excited to invite you to a dedicated MFG Partner Meeting with our senior leadership, Mark Koziel (CEO) and Tom Hood (EVP of Business Engagement & Growth).

This 2.5-hour session serves as a direct follow-up to the groundwork laid during Mark Peterson’s visit. Based on the success of our initial dialogue with five partner organizations, we are now expanding this circle to 15 key firms. We invite two partners per firm to join us for this pivotal moment to formalize our partnership and review the global strategy and roadmap for developing finance capabilities in India.

This meeting is the culmination of our iterative design process. Your feedback has been instrumental in co-creating this path forward.

• A Global Profession Update (Mark Koziel, CEO): Insights into the key trends and advocacy efforts shaping the international landscape.
• Partnership & Capability Development (Tom Hood, EVP): A detailed look at B2B solutions designed for your specific needs, from talent retention to team upskilling