Rise to the future, together.

Learn how CFOs and finance leaders are responding to AI, regulatory change, and talent challenges—and what it takes to build a future-ready finance organization.

USCPA
Connect with leaders shaping the future of the profession

RISE 2040: The Future of the Profession in the Age of AI

Bangalore

May 12, 2026 – May 14, 2026


The accounting and finance profession is at a pivotal moment. Rapid technological disruption, evolving regulations, and a growing talent crunch are fundamentally reshaping what it means to lead in finance.

RISE 2040 brings together accounting and finance professionals from major firms, the GBS sector, and corporate organizations to explore how the profession can respond proactively to these waves of change rather than resist them. As disruption accelerates, the question is no longer whether change will happen, but how leaders will choose to navigate it and create opportunity.

Over three days, hear directly from CFOs and finance leaders who are navigating this shift in real time. Through practical sessions and real-world examples, you’ll explore how finance is evolving from scorekeeper to strategic value partner, how AI and data are reshaping operating models, and why leadership mindset and talent strategy now matter as much as technical expertise. Leave with clearer perspective on what it takes to build a resilient, future-ready finance organization.

Learn from CFOs and finance leaders navigating change in real time and gain the insight needed to build a resilient, future-ready finance organization.

RISE 2040 is built for leaders who want to:

LEARN What’s Changing

Understand how the accounting and finance profession is changing

Stay Ahead of Disruption

Stay ahead of AI, regulatory shifts, and talent challenges

Expand Finance’s Role

Learn how finance is evolving from traditional roles to enterprise value creation

Learn From Your Peers

Engage with peers navigating disruption in real time

Legislative & Regulatory Involvement

Who Should Attend?

RISE 2040 is designed for accounting and finance professionals who are thinking beyond today’s challenges and preparing for what’s next.


This summit is ideal for:

  • Major Firms
    • Leaders and practitioners in public accounting and advisory firms who are navigating rapid change across technology, talent, and client expectations.
  • Global Business Services (GBS) Organizations
    • Finance leaders and teams responsible for shared services, transformation, and scalable operating models across global enterprises.
  • Corporate Finance and Accounting Teams
    • CFOs, controllers, and finance professionals focused on strategy, performance, and value creation within corporate environments.

This summit brings these groups together to share perspectives, learn from real-world experiences, and explore how the profession can respond proactively to disruption and opportunity.

Program Focus Areas Include

Sessions span strategy, technology, and leadership—grounded in real-world experience.
Sessions qualify for CPE.

The Future of the Profession

Explore how the accounting and finance profession is evolving amid disruption, regulatory change, and shifting expectations. Gain perspective on what the next decade may hold and how leaders can position their organizations—and careers—for long-term relevance.

AI, Data, and Technology

Understand how AI and data are reshaping finance operations, decision-making, and operating models. Learn where technology is delivering real value today, where risks and limitations exist, and how leaders are approaching adoption responsibly and strategically.

The Future of the Profession

Examine how finance leaders are stepping beyond traditional roles to lead enterprise value creation. Sessions focus on decision-making in uncertainty, leading transformation, and aligning finance strategy with broader organizational goals.

Talent, Mindset, and Operating Models

Discover why talent strategy, skills development, and leadership mindset now matter as much as technical tools. Learn how organizations are rethinking roles, capabilities, and operating models to build resilient, future-ready finance teams.

Event Agenda

Tuesday, 5/12

Focus Area & Topics Covered: Tuesday, 5/12

Partner & Leadership Convenings

  • Manufacturing (MFG) Partner Council Meeting
  • High-Level CFO Summit
  • VIP Welcome Dinner

Focus Area & Topics Covered: Tuesday, 5/12

Partner & Leadership Convenings

  • Manufacturing (MFG) Partner Council Meeting
  • High-Level CFO Summit
  • VIP Welcome Dinner

Wednesday, 5/13

Focus Area & Topics Covered: Wednesday, 5/13

Global & Strategic Focus

  • Opening Keynote – Mark Koziel
  • Skills for AI: Preparing the Profession for the Next Wave
  • GBS/GBC Panel Discussion
  • Success 100 Recognition
  • U.S. & India Regulatory Landscape
  • Trade & Cross-Border Considerations
  • Networking Reception

Focus Area & Topics Covered: Wednesday, 5/13

Global & Strategic Focus

  • Opening Keynote – Mark Koziel
  • Skills for AI: Preparing the Profession for the Next Wave
  • GBS/GBC Panel Discussion
  • Success 100 Recognition
  • U.S. & India Regulatory Landscape
  • Trade & Cross-Border Considerations
  • Networking Reception

Thursday, 5/14

Focus Area & Topics Covered: Thursday, 5/14

Reskilling, Technical & Leadership

  • Opening Keynote – Tom Hood
  • Hot Topics Panels (Public Accounting & Management Accounting)
  • NASBA & CPA Exam Update
  • Management Accounting Session
  • Accounting Technical Update
  • Leadership & Enterprise Value Presentation
  • Media Briefing & Closing

Focus Area & Topics Covered: Thursday, 5/14

Reskilling, Technical & Leadership

  • Opening Keynote – Tom Hood
  • Hot Topics Panels (Public Accounting & Management Accounting)
  • NASBA & CPA Exam Update
  • Management Accounting Session
  • Accounting Technical Update
  • Leadership & Enterprise Value Presentation
  • Media Briefing & Closing

Keynote Speaker

Mark Koziel CPA, CGMA

President and CEO at AICPA

Mark Koziel CPA, CGMA

President and CEO at AICPA


Join finance leaders shaping what’s next.

RISE 2040: The Future of the Profession in the Age of AI

May 12–14 | Bangalore