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Learn how CFOs, Finance, and Major Firm leaders are responding to AI, regulatory change, and talent challenges—and what it takes to build a future-ready finance organization.
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 and GCC sectors, 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, Finance, and Major Firm 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, Finance, and Major Firm leaders navigating change in real time and gain the insight needed to build a resilient, future-ready finance organization.
Understand how the accounting and finance profession is changing
Stay ahead of AI, regulatory shifts, and talent challenges
Learn how finance is evolving from traditional roles to enterprise value creation
Engage with peers navigating disruption in real time
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:
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.
Sessions span strategy, technology, and leadership—grounded in real-world experience.
Sessions qualify for CPE.
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.
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.
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.
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.
Ritz-Carlton Bangalore
Tuesday, 5/12
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.
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.
Wednesday, 5/13
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:
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:
Thursday, 5/14
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.
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.
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.
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.
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:
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:
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.
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.
Read Bio
President and CEO at AICPA
President and CEO at AICPA
Read Bio
CEO of Noel Tagoe & Company Limited and Dean of Nile University Business School
CEO of Noel Tagoe & Company Limited and Dean of Nile University Business School
Read Bio
EVP Business Engagement & Growth at AICPA
EVP Business Engagement & Growth at AICPA
RISE 2040: The Future of the Profession in the Age of AI
May 12–14 | Bangalore
