future of finance summit & RESOURCES

Welcome to

the Future of Finance.

To transform the profession in its broadest context and re-imagine the finance function of the future.

FUTURE OF FINANCE

We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. The AICPA & CIMA's Future of Finance initiative and series of events brings leaders in the finance profession at top global organizations together to co-create the future of the profession and define the steps to get there.

Join us for the FOURTH annual Future of Finance Summit in

Denver, Colorado

Future of Finance Summit 2025

December 10, 2025 – December 12, 2025

This event provides an intimate setting for senior finance and accounting leaders to co-create the future of the profession through a highly interactive forum.

Focused on the themes of talent and value creation shaping how the finance organization evolves, hear from leading experts, and translate into actionable next steps for your organizations via peer-to-peer breakout discussions.

Peer discussions will be guided by the Future of Finance Leadership Advisory Group (FFLAG); this group has built out the agenda and finance maturity model to aid in attendees leaving with concrete plans for leading transformation at individual organizations.

NEW WHITEPAPER AVAILABLE

Strategic Insights from AICPA & CIMA's 2024 Future of Finance Summit

The 2024 Future of Finance Summit convened leaders at a critical inflection point for the
profession. As automation and Artificial Intelligence (AI) reshape industries globally, finance
finds itself on the front lines of a transformation as profound as any in its history. The Summit’s
message, however, was clear: technology alone will not determine success. Rather, a strategic
convergence of digital adoption, human-centric leadership, and adaptive organizational structures
will define the finance function’s evolution in the coming decade.

ACCESS THE FULL WHITE PAPER

People come with ideas, we want to share, we want to learn together. It is the top professional development opportunity of the year. I look forward to it. I've looked forward to it the last two times I've been here, and as long as it keeps happening, I'm going to keep coming back."

Save The Date

Upcoming Future of Finance Events

in-person summit

Denver, C0

December 10th - 12th, 2025

REGISTER NOW

2025 Future of Finance Summit Schedule

Tuesday, December 9, 2025

3:00pm	Registration Opens
6:00– 8:00pm	Opening Cocktail Reception – onsite

Tuesday, December 9, 2025

3:00pm	Registration Opens
6:00– 8:00pm	Opening Cocktail Reception – onsite

Wednesday, December 10, 2025

MONDAY, December 10, 2025

8:00–9:00am	Coffee & Breakfast; Registration continues
9:00–9:30am	Welcome – the road so far & table introductions – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:30–11:55am	Keynote & Workshop: Finance of the Future – Redefining the CFO role – Sindy Wilson, CFO, Kickstarter
10:30–11:00am	Snack Break* approximate timing
12:00 – 1:00pm	Lunch
1:00–1:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Driving Business Forward Utilizing Data and Analytics – Eric Kinnoin, SVP of Finance, Oracle (B) Business Planning Processes in Uncertain Times - Kate Hearns, Director, Financial Planning & Analysis, Rhone Island Energy
1:30–1:55pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Roadmaps for Data & Talent Investments to Deliver on the Full Value of Strategic Plans – Jasm ine Ahmed, Founder, Elevate for Impact; formally VP at Coca-Cola, WPP, News Corp, Pfizer (B) Building Bulletproof Succession Plans & Filling the Talent Pipeline – Steve Saah, Executive Director, Finance & Accounting Permanent Placement and Kathy Burton, PhD, VP of Learning & Development, Robert Half
2:05:–3:30pm	Snack Break
4:30-5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Award-winning Leadership Development Program – Keys to Success – Jenny Wyttenbach, Assoc. Director, Finance Talent & Transformation, and Danielle Schmitz, Finance Talent & Transformation Program Manager, Kyndryl (B) Agile & Product Development Techniques Finance Pros can Employ from a “Reformed” Software Developer – Mike Freeman, VP, Finance Transformation, Unum
5:30pm	Close day 1
6:30pm	Happy Hour Reception – location TBD

MONDAY, December 10, 2025

8:00–9:00am	Coffee & Breakfast; Registration continues
9:00–9:30am	Welcome – the road so far & table introductions – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:30–11:55am	Keynote & Workshop: Finance of the Future – Redefining the CFO role – Sindy Wilson, CFO, Kickstarter
10:30–11:00am	Snack Break* approximate timing
12:00 – 1:00pm	Lunch
1:00–1:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Driving Business Forward Utilizing Data and Analytics – Eric Kinnoin, SVP of Finance, Oracle (B) Business Planning Processes in Uncertain Times - Kate Hearns, Director, Financial Planning & Analysis, Rhone Island Energy
1:30–1:55pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Roadmaps for Data & Talent Investments to Deliver on the Full Value of Strategic Plans – Jasm ine Ahmed, Founder, Elevate for Impact; formally VP at Coca-Cola, WPP, News Corp, Pfizer (B) Building Bulletproof Succession Plans & Filling the Talent Pipeline – Steve Saah, Executive Director, Finance & Accounting Permanent Placement and Kathy Burton, PhD, VP of Learning & Development, Robert Half
2:05:–3:30pm	Snack Break
4:30-5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Award-winning Leadership Development Program – Keys to Success – Jenny Wyttenbach, Assoc. Director, Finance Talent & Transformation, and Danielle Schmitz, Finance Talent & Transformation Program Manager, Kyndryl (B) Agile & Product Development Techniques Finance Pros can Employ from a “Reformed” Software Developer – Mike Freeman, VP, Finance Transformation, Unum
5:30pm	Close day 1
6:30pm	Happy Hour Reception – location TBD

Thursday, December 11, 2025

THURSDAY, December 11, 2025

7:00 – 8:30am	Wellness activity (tbd), Coffee & Breakfast
8:30–9:30am	State of the Union: Impact of Trump’s First Year in Office – Mark Peterson, EVP – Advocacy, AICPA & CIMA
9:35–10:30am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Acquisition Playbook: Strategies & Advice for Gaining Leadership & Board Buy-in – Allie Briggs, Director of Finance – NABI, Owens Corning (B) TBD
10:30-11:00am	Snack Break
11:00–12:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Finance Transformation from Plan to Execution: The Move to Strategic Advisor – Matt Bagley, AVP – Finance Transformation, Verizon (B) Forecasting & Partnering to Drive Business Value: A GenAI Agent Use Case – Vivienne Wei, COO, Data, AI, Tableau, Mulesoft & Platform Technology, Salesforce
12:30– 2:00pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members
2:05 – 3:25pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Pros & Cons of GBS Location Strategies in High Uncertainty – Julie Schwendimann, VP, Global Shared Services Operations, Stanley Black & Decker (B) Microsoft 365 & co-pilot: Defining Value Creation & Use Cases to Implement Today – Nicolas Herman, CFO, Americas Enterprise, Microsoft
2:00 – 2:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Managing Change & Talent in the Midst of a Merger – K at Lok, Region Americas Finance Business Partner, DB Schenker (B) Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify
2:30 – 3:55pm	Women in Finance Leadership Workshop – Discussion led by Wassia Kamon, CFO, Access to Capital for Entrepreneurs
6:00pm	Summary & Wrap-up Day 2

THURSDAY, December 11, 2025

7:00 – 8:30am	Wellness activity (tbd), Coffee & Breakfast
8:30–9:30am	State of the Union: Impact of Trump’s First Year in Office – Mark Peterson, EVP – Advocacy, AICPA & CIMA
9:35–10:30am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Acquisition Playbook: Strategies & Advice for Gaining Leadership & Board Buy-in – Allie Briggs, Director of Finance – NABI, Owens Corning (B) TBD
10:30-11:00am	Snack Break
11:00–12:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Finance Transformation from Plan to Execution: The Move to Strategic Advisor – Matt Bagley, AVP – Finance Transformation, Verizon (B) Forecasting & Partnering to Drive Business Value: A GenAI Agent Use Case – Vivienne Wei, COO, Data, AI, Tableau, Mulesoft & Platform Technology, Salesforce
12:30– 2:00pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members
2:05 – 3:25pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Pros & Cons of GBS Location Strategies in High Uncertainty – Julie Schwendimann, VP, Global Shared Services Operations, Stanley Black & Decker (B) Microsoft 365 & co-pilot: Defining Value Creation & Use Cases to Implement Today – Nicolas Herman, CFO, Americas Enterprise, Microsoft
2:00 – 2:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Managing Change & Talent in the Midst of a Merger – K at Lok, Region Americas Finance Business Partner, DB Schenker (B) Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify
2:30 – 3:55pm	Women in Finance Leadership Workshop – Discussion led by Wassia Kamon, CFO, Access to Capital for Entrepreneurs
6:00pm	Summary & Wrap-up Day 2

Friday, December 12, 2025

7:00– 8:00am	Wellness hour – activity tbd
8:00– 9:00am	Coffee & Breakfast
9:00- 9:30am	Networking half hour
9:00–12:30pm	Closing Keynote: Winning through Uncertainty – Sam Goodwin, Entrepreneur & Bestselling author of “Saving Sam”
10:30-11:00am	Snack Break – approximate timing
12:30 – 1:00pm	Closing Remarks – Andrew Harding, CEO – Management Accounting, AICPA & CIMA. Lexy Kessler, AICPA & CIMA Board Chair & Partner, Aprio
12:30pm	Wrap Summit with Grab & Go Lunch

Friday, December 12, 2025

7:00– 8:00am	Wellness hour – activity tbd
8:00– 9:00am	Coffee & Breakfast
9:00- 9:30am	Networking half hour
9:00–12:30pm	Closing Keynote: Winning through Uncertainty – Sam Goodwin, Entrepreneur & Bestselling author of “Saving Sam”
10:30-11:00am	Snack Break – approximate timing
12:30 – 1:00pm	Closing Remarks – Andrew Harding, CEO – Management Accounting, AICPA & CIMA. Lexy Kessler, AICPA & CIMA Board Chair & Partner, Aprio
12:30pm	Wrap Summit with Grab & Go Lunch

Tuesday, December 9, 2025

3:00pm	Registration Opens
6:00– 8:00pm	Opening Cocktail Reception – onsite

Tuesday, December 9, 2025

3:00pm	Registration Opens
6:00– 8:00pm	Opening Cocktail Reception – onsite

MONDAY, December 10, 2025

8:00–9:00am	Coffee & Breakfast; Registration continues
9:00–9:30am	Welcome – the road so far & table introductions – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:30–11:55am	Keynote & Workshop: Finance of the Future – Redefining the CFO role – Sindy Wilson, CFO, Kickstarter
10:30–11:00am	Snack Break* approximate timing
12:00 – 1:00pm	Lunch
1:00–1:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Driving Business Forward Utilizing Data and Analytics – Eric Kinnoin, SVP of Finance, Oracle (B) Business Planning Processes in Uncertain Times - Kate Hearns, Director, Financial Planning & Analysis, Rhone Island Energy
1:30–1:55pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Roadmaps for Data & Talent Investments to Deliver on the Full Value of Strategic Plans – Jasm ine Ahmed, Founder, Elevate for Impact; formally VP at Coca-Cola, WPP, News Corp, Pfizer (B) Building Bulletproof Succession Plans & Filling the Talent Pipeline – Steve Saah, Executive Director, Finance & Accounting Permanent Placement and Kathy Burton, PhD, VP of Learning & Development, Robert Half
2:05:–3:30pm	Snack Break
4:30-5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Award-winning Leadership Development Program – Keys to Success – Jenny Wyttenbach, Assoc. Director, Finance Talent & Transformation, and Danielle Schmitz, Finance Talent & Transformation Program Manager, Kyndryl (B) Agile & Product Development Techniques Finance Pros can Employ from a “Reformed” Software Developer – Mike Freeman, VP, Finance Transformation, Unum
5:30pm	Close day 1
6:30pm	Happy Hour Reception – location TBD

MONDAY, December 10, 2025

8:00–9:00am	Coffee & Breakfast; Registration continues
9:00–9:30am	Welcome – the road so far & table introductions – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman of the AICPA&CIMA, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:30–11:55am	Keynote & Workshop: Finance of the Future – Redefining the CFO role – Sindy Wilson, CFO, Kickstarter
10:30–11:00am	Snack Break* approximate timing
12:00 – 1:00pm	Lunch
1:00–1:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Driving Business Forward Utilizing Data and Analytics – Eric Kinnoin, SVP of Finance, Oracle (B) Business Planning Processes in Uncertain Times - Kate Hearns, Director, Financial Planning & Analysis, Rhone Island Energy
1:30–1:55pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Roadmaps for Data & Talent Investments to Deliver on the Full Value of Strategic Plans – Jasm ine Ahmed, Founder, Elevate for Impact; formally VP at Coca-Cola, WPP, News Corp, Pfizer (B) Building Bulletproof Succession Plans & Filling the Talent Pipeline – Steve Saah, Executive Director, Finance & Accounting Permanent Placement and Kathy Burton, PhD, VP of Learning & Development, Robert Half
2:05:–3:30pm	Snack Break
4:30-5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Award-winning Leadership Development Program – Keys to Success – Jenny Wyttenbach, Assoc. Director, Finance Talent & Transformation, and Danielle Schmitz, Finance Talent & Transformation Program Manager, Kyndryl (B) Agile & Product Development Techniques Finance Pros can Employ from a “Reformed” Software Developer – Mike Freeman, VP, Finance Transformation, Unum
5:30pm	Close day 1
6:30pm	Happy Hour Reception – location TBD

THURSDAY, December 11, 2025

7:00 – 8:30am	Wellness activity (tbd), Coffee & Breakfast
8:30–9:30am	State of the Union: Impact of Trump’s First Year in Office – Mark Peterson, EVP – Advocacy, AICPA & CIMA
9:35–10:30am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Acquisition Playbook: Strategies & Advice for Gaining Leadership & Board Buy-in – Allie Briggs, Director of Finance – NABI, Owens Corning (B) TBD
10:30-11:00am	Snack Break
11:00–12:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Finance Transformation from Plan to Execution: The Move to Strategic Advisor – Matt Bagley, AVP – Finance Transformation, Verizon (B) Forecasting & Partnering to Drive Business Value: A GenAI Agent Use Case – Vivienne Wei, COO, Data, AI, Tableau, Mulesoft & Platform Technology, Salesforce
12:30– 2:00pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members
2:05 – 3:25pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Pros & Cons of GBS Location Strategies in High Uncertainty – Julie Schwendimann, VP, Global Shared Services Operations, Stanley Black & Decker (B) Microsoft 365 & co-pilot: Defining Value Creation & Use Cases to Implement Today – Nicolas Herman, CFO, Americas Enterprise, Microsoft
2:00 – 2:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Managing Change & Talent in the Midst of a Merger – K at Lok, Region Americas Finance Business Partner, DB Schenker (B) Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify
2:30 – 3:55pm	Women in Finance Leadership Workshop – Discussion led by Wassia Kamon, CFO, Access to Capital for Entrepreneurs
6:00pm	Summary & Wrap-up Day 2

THURSDAY, December 11, 2025

7:00 – 8:30am	Wellness activity (tbd), Coffee & Breakfast
8:30–9:30am	State of the Union: Impact of Trump’s First Year in Office – Mark Peterson, EVP – Advocacy, AICPA & CIMA
9:35–10:30am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Acquisition Playbook: Strategies & Advice for Gaining Leadership & Board Buy-in – Allie Briggs, Director of Finance – NABI, Owens Corning (B) TBD
10:30-11:00am	Snack Break
11:00–12:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Finance Transformation from Plan to Execution: The Move to Strategic Advisor – Matt Bagley, AVP – Finance Transformation, Verizon (B) Forecasting & Partnering to Drive Business Value: A GenAI Agent Use Case – Vivienne Wei, COO, Data, AI, Tableau, Mulesoft & Platform Technology, Salesforce
12:30– 2:00pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members
2:05 – 3:25pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) The Pros & Cons of GBS Location Strategies in High Uncertainty – Julie Schwendimann, VP, Global Shared Services Operations, Stanley Black & Decker (B) Microsoft 365 & co-pilot: Defining Value Creation & Use Cases to Implement Today – Nicolas Herman, CFO, Americas Enterprise, Microsoft
2:00 – 2:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Managing Change & Talent in the Midst of a Merger – K at Lok, Region Americas Finance Business Partner, DB Schenker (B) Agility in Leadership & Re-imagination of the “Career Ladder” – Joni Wilson Ferguson, Director of Learning Strategies, Disney Parks & Owner, Leaders Amplify
2:30 – 3:55pm	Women in Finance Leadership Workshop – Discussion led by Wassia Kamon, CFO, Access to Capital for Entrepreneurs
6:00pm	Summary & Wrap-up Day 2

Friday, December 12, 2025

7:00– 8:00am	Wellness hour – activity tbd
8:00– 9:00am	Coffee & Breakfast
9:00- 9:30am	Networking half hour
9:00–12:30pm	Closing Keynote: Winning through Uncertainty – Sam Goodwin, Entrepreneur & Bestselling author of “Saving Sam”
10:30-11:00am	Snack Break – approximate timing
12:30 – 1:00pm	Closing Remarks – Andrew Harding, CEO – Management Accounting, AICPA & CIMA. Lexy Kessler, AICPA & CIMA Board Chair & Partner, Aprio
12:30pm	Wrap Summit with Grab & Go Lunch

Friday, December 12, 2025

7:00– 8:00am	Wellness hour – activity tbd
8:00– 9:00am	Coffee & Breakfast
9:00- 9:30am	Networking half hour
9:00–12:30pm	Closing Keynote: Winning through Uncertainty – Sam Goodwin, Entrepreneur & Bestselling author of “Saving Sam”
10:30-11:00am	Snack Break – approximate timing
12:30 – 1:00pm	Closing Remarks – Andrew Harding, CEO – Management Accounting, AICPA & CIMA. Lexy Kessler, AICPA & CIMA Board Chair & Partner, Aprio
12:30pm	Wrap Summit with Grab & Go Lunch

GENAI WHITEPAPER AVAILABLE

Strategic Insights from Future of Finance Leadership Advisory Group Meeting #23
Transformation, Technology (GenAI) and Talent from the Perspective of Finance Leaders

VIEW THE EXECUTIVE SUMMARY

ACCESS THE FULL WHITE PAPER

#FutureReady Live

Watch our #FutureReadyLive interviews with Transformation stories from our Future of Finance Leadership Advisory Group and authors, keynote speakers and more here:

Tom Hood, CPA, CGMA, CITP

VIEW FUTUREREADY LIVE VIDEOS & RESOURCES

FOLLOW TOM HOOD ON LINKEDIN

Previous Session Themes

The following were the major themes covered during the 2022 Summit to help attendees leave with clear action items:

Ajit Kambil, Deloitte | Overcoming barriers to execution
Amrah Johnson, Coca-Cola | Finance roadmap to achieve 10-year business strategy
Dave DeFreitas, retired Caterpillar & TADA Cognitive Solutions | Value partnering & the value of acting as an owner of the business
Andy Drexler, Kimberly-Clark Corporation | Maintaining an effective control environment / stewardship
Graham Collins, BP | Agile Finance
James Miln, Yelp | ESG
Leanne Clarke, IBM Canada | Digital Transformation
Monte Swain, BYU | Revenue Model research initiative
Leslie Shih, Russell Reynolds Associates | Hiring & succession planning
Natalie Wharton, WBC | FAMM & Capability Framework
Enda Wiseman & Richard Latchford, GSK | Next level biz partnering – path to value partnering & transformation
Jeff Hales, Board Member, ISSB | ESG & ISSB standards

Hear From Future of Finance Sponsors

Featured Sponsor

COMING SOON: Presentations & materials provided by our sponsors.

Previous Summit Presentations & Resources

Access resources, watch presentations, and explore additional references from prior Future of Finance events.

ACCESS 2021 RESOURCES

ACCESS 2022 RESOURCES

ACCESS 2023 RESOURCES

ACCESS 2024 RESOURCES

The Future of Finance Summit was just the beginning of a continual evolution and focus on defining the future of finance.

If you’d like to get involved, reach out to Barry Payne, Director - External Relations, Management Accounting, AICPA-CIMA | barry.payne@aicpa-cima.com