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 FIFTH annual Future of Finance Summit in NATIONAL HARBOR: WASHINGTON, DC.

Future of Finance Summit 2026

August 5, 2026 – August 7, 2026

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.

RECENTLY RELEASED: The Evolution of the CFO Whitepaper

The CFO Role Is Evolving. Is Your Leadership Keeping Up?

The finance leaders shaping the future aren't just managing balance sheets — they're retooling teams, rebuilding organizational trust, and personally sponsoring transformation. Download this free whitepaper, drawn from the 2025 Future of Finance Summit, and get a blueprint for what effective CFO leadership looks like today.

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

Washington, DC

August 5th - 7th, 2026

REGISTER NOW

2026 Future of Finance Summit Schedule

Tuesday, August 4

Tuesday, August 4
3:00pm	Registration Opens
6 - 8:00pm	Opening Cocktail Reception – onsite location TBD

Tuesday, August 4
3:00pm	Registration Opens
6 - 8:00pm	Opening Cocktail Reception – onsite location TBD

Wednesday, August 5

Wednesday, August 5
8:00 – 9:00am	Coffee & Breakfast; Registration continues
9:00 – 9:45am	Welcome – What RISE2040 means for Finance Leaders – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:45 – 10:15am	Getting to Know Each Other Networking Exercise
10:15 – 12:45pm	Keynote & Workshop: Leading through Exponential Change – Kian Gohar, Futurist, AI researcher & CEO, Geolab (Note: Includes 30 min snack break)
12:45 – 2:15pm	Lunch & Debrief
2:15 – 3:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Beyond the Numbers: The Story-Driven Finance Leader, Tiffany Willis, SVP, Investor Relations, Starbucks (former) (B) Leading through Uncertainty and Enterprise Decision Making: Gartner Research Update, Mallory Bulman - Sr. Director, CFO Analyst Leader & Rich Lospinoso - CFO Executive Partner, CFO Practice, Gartner
3:30 – 3:45pm	Expert Encounter– Sponsored by SC&H Group
3:30 – 4:00pm	Snack Break & Debrief
4:00 – 5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) From Back Office to Boardroom: The Evolution of Finance, Lindsey Oshita - Global CAO, Franklin Templeton (B) 8 Paradoxes of Great Leadership, Tim Elmore, Founder & President, Growing Leaders
5:30pm	Close day 1
6:30pm	Happy Hour Reception – Capital Canopy, Potomac River Waterfront

Wednesday, August 5
8:00 – 9:00am	Coffee & Breakfast; Registration continues
9:00 – 9:45am	Welcome – What RISE2040 means for Finance Leaders – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:45 – 10:15am	Getting to Know Each Other Networking Exercise
10:15 – 12:45pm	Keynote & Workshop: Leading through Exponential Change – Kian Gohar, Futurist, AI researcher & CEO, Geolab (Note: Includes 30 min snack break)
12:45 – 2:15pm	Lunch & Debrief
2:15 – 3:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Beyond the Numbers: The Story-Driven Finance Leader, Tiffany Willis, SVP, Investor Relations, Starbucks (former) (B) Leading through Uncertainty and Enterprise Decision Making: Gartner Research Update, Mallory Bulman - Sr. Director, CFO Analyst Leader & Rich Lospinoso - CFO Executive Partner, CFO Practice, Gartner
3:30 – 3:45pm	Expert Encounter– Sponsored by SC&H Group
3:30 – 4:00pm	Snack Break & Debrief
4:00 – 5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) From Back Office to Boardroom: The Evolution of Finance, Lindsey Oshita - Global CAO, Franklin Templeton (B) 8 Paradoxes of Great Leadership, Tim Elmore, Founder & President, Growing Leaders
5:30pm	Close day 1
6:30pm	Happy Hour Reception – Capital Canopy, Potomac River Waterfront

Thursday, August 6

Thursday, August 6
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 9:30am	Debrief Day 1 – What are you carrying forward?
9:40 – 11:00am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Frontier Airlines: ase Study on Cutting Costs Without Cutting Value, Susan King VP, Finance, Airport Strategy & Real Estate, Cale Wharry, Sr. Manager, FP&A, Frontier Airlines, Jennifer Feehan, Sr Finance Manager, FP&A, Frontier Airlines (B) Enterprise Risk Management: From Risk Identification to Strategic Action in an AI-Enabled Environment, LaToya Lacey - VP, ERM & Insurance, Estee Lauder Companies
11:00 – 11:30am	Snack Break & Debrief
11:30 – 12:45pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Moving from Reporting to Shaping Value: Developing Specific Measures of Success, Madeline Ling - CFO, The Granite Group (B) Turning AI into Value: Practical Pointers for Finance Leaders, Guido Geerts – Professor, Accounting Information Systems & Big Data Technologies, U. Delaware
12:45 – 2:15pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members at the Old Hickory Steakhouse, Lobby Level
2:30 – 4:00pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Evolving from CFO to Chief Value Officer, Michael Nussbaum - VP, Accounting Strategy, UPS (B) The Next AI Step: Moving Beyond Chatbots, David Wood - Glenn D. Ardis Professor at BYU & Author
4:15 – 5:35pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Making the Shift to Continuous Governance in a Constantly Evolving Environment, Denise Lucas - VP & Assistant Controller, Responsible Business & Technology, IBM, Patti Castaneda, Sr. Manager, Responsible Business & Technology, IBM (B) Micro-tooling & Citizen Development: Deploying AI for real and building your own tools, Chris Hutton, CFO & Partner, and Kristine Banks-Smith, Controller, DVx Ventures
5:40 – 6:00pm	Debrief Day 2
	Free night

Thursday, August 6
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 9:30am	Debrief Day 1 – What are you carrying forward?
9:40 – 11:00am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Frontier Airlines: ase Study on Cutting Costs Without Cutting Value, Susan King VP, Finance, Airport Strategy & Real Estate, Cale Wharry, Sr. Manager, FP&A, Frontier Airlines, Jennifer Feehan, Sr Finance Manager, FP&A, Frontier Airlines (B) Enterprise Risk Management: From Risk Identification to Strategic Action in an AI-Enabled Environment, LaToya Lacey - VP, ERM & Insurance, Estee Lauder Companies
11:00 – 11:30am	Snack Break & Debrief
11:30 – 12:45pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Moving from Reporting to Shaping Value: Developing Specific Measures of Success, Madeline Ling - CFO, The Granite Group (B) Turning AI into Value: Practical Pointers for Finance Leaders, Guido Geerts – Professor, Accounting Information Systems & Big Data Technologies, U. Delaware
12:45 – 2:15pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members at the Old Hickory Steakhouse, Lobby Level
2:30 – 4:00pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Evolving from CFO to Chief Value Officer, Michael Nussbaum - VP, Accounting Strategy, UPS (B) The Next AI Step: Moving Beyond Chatbots, David Wood - Glenn D. Ardis Professor at BYU & Author
4:15 – 5:35pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Making the Shift to Continuous Governance in a Constantly Evolving Environment, Denise Lucas - VP & Assistant Controller, Responsible Business & Technology, IBM, Patti Castaneda, Sr. Manager, Responsible Business & Technology, IBM (B) Micro-tooling & Citizen Development: Deploying AI for real and building your own tools, Chris Hutton, CFO & Partner, and Kristine Banks-Smith, Controller, DVx Ventures
5:40 – 6:00pm	Debrief Day 2
	Free night

Friday August, 7

Friday August, 7
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 10:00am	Geopolitical Legislative, Regulatory and Political Environment Keynote & Discussion – Mark Peterson, EVP – Advocacy, AICPA & CIMA
10:00 – 10:30am	Snack Break & Debrief
10:30 – 11:30am	Fireside Conversation with Kurt Hohl, SEC Chief Accountant, Sue Coffey, CEO – Public Accounting, AICPA & CIMA, Kurt Hohl, Chief Accountant, SEC
11:30 – 12:30pm	Debrief Summit & Action Plan
1:00pm	Wrap Summit with Grab & Go Lunch

Friday August, 7
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 10:00am	Geopolitical Legislative, Regulatory and Political Environment Keynote & Discussion – Mark Peterson, EVP – Advocacy, AICPA & CIMA
10:00 – 10:30am	Snack Break & Debrief
10:30 – 11:30am	Fireside Conversation with Kurt Hohl, SEC Chief Accountant, Sue Coffey, CEO – Public Accounting, AICPA & CIMA, Kurt Hohl, Chief Accountant, SEC
11:30 – 12:30pm	Debrief Summit & Action Plan
1:00pm	Wrap Summit with Grab & Go Lunch

Tuesday, August 4
3:00pm	Registration Opens
6 - 8:00pm	Opening Cocktail Reception – onsite location TBD

Tuesday, August 4
3:00pm	Registration Opens
6 - 8:00pm	Opening Cocktail Reception – onsite location TBD

Wednesday, August 5
8:00 – 9:00am	Coffee & Breakfast; Registration continues
9:00 – 9:45am	Welcome – What RISE2040 means for Finance Leaders – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:45 – 10:15am	Getting to Know Each Other Networking Exercise
10:15 – 12:45pm	Keynote & Workshop: Leading through Exponential Change – Kian Gohar, Futurist, AI researcher & CEO, Geolab (Note: Includes 30 min snack break)
12:45 – 2:15pm	Lunch & Debrief
2:15 – 3:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Beyond the Numbers: The Story-Driven Finance Leader, Tiffany Willis, SVP, Investor Relations, Starbucks (former) (B) Leading through Uncertainty and Enterprise Decision Making: Gartner Research Update, Mallory Bulman - Sr. Director, CFO Analyst Leader & Rich Lospinoso - CFO Executive Partner, CFO Practice, Gartner
3:30 – 3:45pm	Expert Encounter– Sponsored by SC&H Group
3:30 – 4:00pm	Snack Break & Debrief
4:00 – 5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) From Back Office to Boardroom: The Evolution of Finance, Lindsey Oshita - Global CAO, Franklin Templeton (B) 8 Paradoxes of Great Leadership, Tim Elmore, Founder & President, Growing Leaders
5:30pm	Close day 1
6:30pm	Happy Hour Reception – Capital Canopy, Potomac River Waterfront

Wednesday, August 5
8:00 – 9:00am	Coffee & Breakfast; Registration continues
9:00 – 9:45am	Welcome – What RISE2040 means for Finance Leaders – Okorie Ramsey, VP of SOX, Kaiser Permanente & 110th Chairman, and Tom Hood, EVP Business Growth & Engagement, AICPA&CIMA
9:45 – 10:15am	Getting to Know Each Other Networking Exercise
10:15 – 12:45pm	Keynote & Workshop: Leading through Exponential Change – Kian Gohar, Futurist, AI researcher & CEO, Geolab (Note: Includes 30 min snack break)
12:45 – 2:15pm	Lunch & Debrief
2:15 – 3:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Beyond the Numbers: The Story-Driven Finance Leader, Tiffany Willis, SVP, Investor Relations, Starbucks (former) (B) Leading through Uncertainty and Enterprise Decision Making: Gartner Research Update, Mallory Bulman - Sr. Director, CFO Analyst Leader & Rich Lospinoso - CFO Executive Partner, CFO Practice, Gartner
3:30 – 3:45pm	Expert Encounter– Sponsored by SC&H Group
3:30 – 4:00pm	Snack Break & Debrief
4:00 – 5:30pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) From Back Office to Boardroom: The Evolution of Finance, Lindsey Oshita - Global CAO, Franklin Templeton (B) 8 Paradoxes of Great Leadership, Tim Elmore, Founder & President, Growing Leaders
5:30pm	Close day 1
6:30pm	Happy Hour Reception – Capital Canopy, Potomac River Waterfront

Thursday, August 6
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 9:30am	Debrief Day 1 – What are you carrying forward?
9:40 – 11:00am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Frontier Airlines: ase Study on Cutting Costs Without Cutting Value, Susan King VP, Finance, Airport Strategy & Real Estate, Cale Wharry, Sr. Manager, FP&A, Frontier Airlines, Jennifer Feehan, Sr Finance Manager, FP&A, Frontier Airlines (B) Enterprise Risk Management: From Risk Identification to Strategic Action in an AI-Enabled Environment, LaToya Lacey - VP, ERM & Insurance, Estee Lauder Companies
11:00 – 11:30am	Snack Break & Debrief
11:30 – 12:45pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Moving from Reporting to Shaping Value: Developing Specific Measures of Success, Madeline Ling - CFO, The Granite Group (B) Turning AI into Value: Practical Pointers for Finance Leaders, Guido Geerts – Professor, Accounting Information Systems & Big Data Technologies, U. Delaware
12:45 – 2:15pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members at the Old Hickory Steakhouse, Lobby Level
2:30 – 4:00pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Evolving from CFO to Chief Value Officer, Michael Nussbaum - VP, Accounting Strategy, UPS (B) The Next AI Step: Moving Beyond Chatbots, David Wood - Glenn D. Ardis Professor at BYU & Author
4:15 – 5:35pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Making the Shift to Continuous Governance in a Constantly Evolving Environment, Denise Lucas - VP & Assistant Controller, Responsible Business & Technology, IBM, Patti Castaneda, Sr. Manager, Responsible Business & Technology, IBM (B) Micro-tooling & Citizen Development: Deploying AI for real and building your own tools, Chris Hutton, CFO & Partner, and Kristine Banks-Smith, Controller, DVx Ventures
5:40 – 6:00pm	Debrief Day 2
	Free night

Thursday, August 6
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 9:30am	Debrief Day 1 – What are you carrying forward?
9:40 – 11:00am	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Frontier Airlines: ase Study on Cutting Costs Without Cutting Value, Susan King VP, Finance, Airport Strategy & Real Estate, Cale Wharry, Sr. Manager, FP&A, Frontier Airlines, Jennifer Feehan, Sr Finance Manager, FP&A, Frontier Airlines (B) Enterprise Risk Management: From Risk Identification to Strategic Action in an AI-Enabled Environment, LaToya Lacey - VP, ERM & Insurance, Estee Lauder Companies
11:00 – 11:30am	Snack Break & Debrief
11:30 – 12:45pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Moving from Reporting to Shaping Value: Developing Specific Measures of Success, Madeline Ling - CFO, The Granite Group (B) Turning AI into Value: Practical Pointers for Finance Leaders, Guido Geerts – Professor, Accounting Information Systems & Big Data Technologies, U. Delaware
12:45 – 2:15pm	Lunch – Please note: there will be a separate appreciation lunch for FFLAG members at the Old Hickory Steakhouse, Lobby Level
2:30 – 4:00pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Evolving from CFO to Chief Value Officer, Michael Nussbaum - VP, Accounting Strategy, UPS (B) The Next AI Step: Moving Beyond Chatbots, David Wood - Glenn D. Ardis Professor at BYU & Author
4:15 – 5:35pm	Concurrent breakout “Learn-Do” sessions – 2 tracks (A) Making the Shift to Continuous Governance in a Constantly Evolving Environment, Denise Lucas - VP & Assistant Controller, Responsible Business & Technology, IBM, Patti Castaneda, Sr. Manager, Responsible Business & Technology, IBM (B) Micro-tooling & Citizen Development: Deploying AI for real and building your own tools, Chris Hutton, CFO & Partner, and Kristine Banks-Smith, Controller, DVx Ventures
5:40 – 6:00pm	Debrief Day 2
	Free night

Friday August, 7
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 10:00am	Geopolitical Legislative, Regulatory and Political Environment Keynote & Discussion – Mark Peterson, EVP – Advocacy, AICPA & CIMA
10:00 – 10:30am	Snack Break & Debrief
10:30 – 11:30am	Fireside Conversation with Kurt Hohl, SEC Chief Accountant, Sue Coffey, CEO – Public Accounting, AICPA & CIMA, Kurt Hohl, Chief Accountant, SEC
11:30 – 12:30pm	Debrief Summit & Action Plan
1:00pm	Wrap Summit with Grab & Go Lunch

Friday August, 7
7:30 – 8:15am	Yoga
8:00 – 9:00am	Coffee & Breakfast
9:00 – 10:00am	Geopolitical Legislative, Regulatory and Political Environment Keynote & Discussion – Mark Peterson, EVP – Advocacy, AICPA & CIMA
10:00 – 10:30am	Snack Break & Debrief
10:30 – 11:30am	Fireside Conversation with Kurt Hohl, SEC Chief Accountant, Sue Coffey, CEO – Public Accounting, AICPA & CIMA, Kurt Hohl, Chief Accountant, SEC
11:30 – 12:30pm	Debrief Summit & Action Plan
1:00pm	Wrap Summit with Grab & Go Lunch

#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

The Next Frontier of Finance: Taking AI from Theory to Implementation

In August 2025, approximately 50 members of AICPA & CIMA’s Future of Finance Leadership Advisory Group (FFLAG) convened for a two-day hands-on Artificial Intelligence (AI) workshop.

The workshop focused on practical implementation, not theory, by working through AI scripts and use cases. Participants also mapped out their tech stacks and implementation road map sharing what works and what doesn’t. The pattern that emerged: finance leaders are done admiring the AI problem. They want a tech stack that ships value quickly, a data foundation that handles real-world complexity, and a people plan that removes fear and builds capability.

Three conclusions were underlined by the Finance leaders in attendance:

First: Move from experimentation to enablement.
Second: Treat the finance tech stack as a dynamic, adaptive ecosystem.
Third: Data wins or everything fails.

ACCESS THE FULL WHITE PAPER

STRATEGIC INSIGHTS FROM THE 2025 FUTURE OF FINANCE SUMMIT

Building the Frontier Organization: Tech, Talent, and Value Creation

Amid unprecedented uncertainty, rapid technological change, and a growing talent crunch, finance leaders are being called to step beyond traditional roles and lead enterprise value creation. Building the Frontier Organization: Tech, Talent, and Value Creation captures the most critical insights from the 2025 Future of Finance Summit—distilling real conversations, real challenges, and real lessons from CFOs and finance leaders navigating this shift in real time. Inside, you’ll explore how finance is evolving from scorekeeper to value partner, how AI and data are reshaping operating models, why talent and mindset now matter more than tools alone, and what it truly takes to build a resilient, future-ready finance organization. Download the report to learn how today’s finance leaders are not just managing change—but shaping what comes next.

ACCESS THE FULL WHITE PAPER

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

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

Previous Summit Presentations & Resources

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

ACCESS 2025 RESOURCES

ACCESS 2024 RESOURCES

ACCESS 2023 RESOURCES

ACCESS 2022 RESOURCES

ACCESS 2021 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