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KEY-1: Team Accountability: Learning Today to Win Tomorrow (TH)

Robert “Cujo” Teschner, former U.S. Air Force fighter pilot, shares how team accountability drives high performance. Explore Team Mission, Team Purpose, and Team Behaviors, and discover how these elements come together to help teams learn from today, improve continuously, and achieve their best tomorrow.

KEY-2: Economic Update – Federal Reserve Bank of Cleveland (TH)

Are you searching for an informed view of the current economic outlook? The Federal Reserve Bank of Cleveland’s presentation will touch on data series used to understand economic trends and discuss some of the recent work being done at the Cleveland Fed to track current developments in the economy.  

KEY-3: Beyond Controls: Getting Real �Ը������� Fraud (TH)

Is fraud a “four-letter word” in your organization? This high-impact session explores the everyday pressures that can lead well-intentioned professionals to make questionable choices. Through real-world insights and executive-level examples, you’ll uncover the human side of risk and gain practical strategies to strengthen fraud awareness and foster an ethical culture that safeguards your organization’s reputation.

KEY-4: Love Mondays: A New Perspective on Work and Performance in Finance and Accounting (TH)

In this session, former senior finance executive and author Ron Monteiro shares Love Mondays, offering a practical 4-step framework and actionable strategies to help professionals and leaders find purpose, energy, and confidence at work.

KEY-5: Performing Great Accounting Research in the Era of AI (F)

Accounting research just got less intimidating, thanks to AI. Let’s talk about how to responsibly harness AI in performing research that leads to well-supported, audit-ready accounting positions.

A&R-1: Financial Reporting Panel - SEC, FASB, PCAOB, Big 4 (Session 1 of 2)  (F)

The conference continues its 50-year tradition of presenting a distinguished panel of top regulators. Leaders from the SEC, FASB, and public accounting will discuss the latest regulations and their practical application in financial reporting. Attendees are encouraged to bring questions for an interactive discussion.

A&R-2: Financial Reporting Panel - SEC, FASB, PCAOB, Big 4 (Session 2 of 2) (F)

Continue the discussion from the panel with a focused Q&A session. Attendees can ask specific questions, explore practical applications, and gain additional insights on complex financial reporting issues with guidance from Kyle Moffatt, PwC, moderating the conversation.

A&R-3: CFO, CAO, and Corporate Controller Panel Discussion (TH)

Join a panel of local CFOs, CAOs and seasoned Controllers as they delve into the challenges of developing high performance Finance and Accounting teams. Gain strategic financial insights into financial transparency, regulatory compliance, and collaborative value-added management. This session promises actionable tactics and practical strategies on managing change in today's financial landscape, ensuring you stay ahead in an ever-evolving marketplace.

A&R-4: Goodwill Impairment - Testing Considerations and Procedures (TH)

This session explores key considerations in long-lived asset and goodwill impairment testing, including monitoring triggering events, the proper order of impairment, and best practices for assessment. Panelists will highlight common pitfalls, practical procedures, and strategies to avoid errors—helping finance and audit professionals strengthen their impairment process and ensure compliance throughout the year.

A&R-5: Value Strategy & Modeling (Session 1 of 2) (TH)

This overview presentation explores how organizations evaluate and create value by connecting performance, financial insights, and strategic decision-making. Using modeling, analytics, value studies, and strategic assessments, the session highlights how data-driven approaches support alignment and informed decision-making among stakeholders. Case studies will include manufacturing optimization, long-range plan (“LRP”) model design and development, and evaluation of strategic alternatives.

A&R-6: Value Strategy & Modeling (Session 2 of 2) (TH)

Join us for a follow-up Q&A to the main session. Bring your questions and ideas, and explore practical ways to apply modeling, analytics, long-range planning, and strategic decision-making with guidance from the presenters.

A&R-7: Learn Accounting Research, Soup to Nuts (F)

Great accountants need research skills! This session will continue our discussion on how to efficiently and effectively perform GAAP accounting research. Join Shelby Collins (author and instructor) as she distills a semester-long Masters’ level research class into key skills: Navigating the FASB Codification, identifying research questions, leveraging AI, and documentation strategies.

A&R-8: SASU 2024-03 (DISE): Income Statement Expense Disaggregation - Accounting & ERP Considerations (Session 1 of 2) (F)

Session #2: Dive deeper into accounting research by practicing your research skills on judgmental issues involving leases, revenue recognition, and more. Join us for an interactive session where we further explore research sources and discuss what to do when faced with issues involving judgment.

A&R-9: ASU 2024-03 (DISE) Deep Dive (Session 2 of 2) (F)

An interactive session to clarify ASU 2024-03 requirements, discuss ERP strategies, and address real-world implementation challenges with technical and practical insights.

A&R-10: TBD 

Information for this session coming soon!

A&R-11: TBD

Information for this session coming soon!

A&R-12: Driving Organizational Efficiency in the Government & Nonprofit Sectors (F)

AUD-1: Chief Audit Executive (CAE) Roundtable: Audit Committee Oversight in a Changing Risk Landscape (TH)

Audit quality remains a critical focus in today's financial reporting landscape. Join us for a roundtable discussion of audit quality from the regulator, preparer, and auditor perspective. The wide-ranging discussion will touch on key factors impacting the audit profession. These will include: talent, the impacts of evolving regulatory standards, the growing emphasis on transparency, the impact of technology and how audits are being delivered in today’s environment, and the increasing level of stakeholder expectations.

AUD-2: Governance That Fits: Designing an Internal Control Environment for Private Companies (TH)

Private and middle-market companies need strong governance—but not public-company bureaucracy. This session focuses on designing an internal control environment that fits the realities of private companies, including limited resources, closely held ownership structures, and rapid change. We’ll discuss common pitfalls, practical control design, and how to build governance that supports growth without slowing the business down.

AUD-3: TBD

Information for this session coming soon!

AUD-4: AI Agents: Transforming the Internal Audit Landscape (TH)

This session explores the transformative power of AI agents in Internal Audit. The panel examines how autonomous agents go beyond basic automation to plan, reason, and execute complex audit workflows. Industry leaders discuss real-time risk monitoring, ethical governance, and the shift from manual testing toward higher-level strategic oversight capabilities today.

FP&A-1: Integration and Divestiture Panel (F)

Mergers, Integrations, & Divestitures represent some of the most significant corporate change events for accounting and finance personnel and departments. Each unique transaction has many different challenges before, during, and after the transaction. Join a panel of financial executives who have recently experienced transactions to share practical insights regarding significant considerations and experiences.

FP&A-2: M&A Value Drivers: Quality of Earnings and Tax Considerations (F)

In today’s M&A environment, value is increasingly determined by the quality and sustainability of earnings—and by how effectively tax considerations are identified and addressed early in the deal process. The integration of Quality of Earnings analysis with proactive tax advisory can unlock meaningful value for both buyers and sellers.

FP&A-3: Effective Data-Driven Storytelling (Session 1 of 2) (TH)

Session #1: This session is designed to introduce people to the key principles behind effective data-driven storytelling. This involves how combining the data, visuals, and narrative are necessary to tell a data-driven story. We will share the role of all 3 and key principles for designing meaningful visuals that aid the storytelling process. 

FP&A-4: Effective Data Visualization for Finance Professionals: Tools and Best Practices (Session 2 of 2) (F)

Session #2: This session is designed to focus on building effective data visuals. This session will build on the Effective Data-Driven Storytelling session but is not required to attend. We will review effective data visualization principles and walk through how to build several data visualizations in Excel and then mention benefits of common BI platforms such as Power BI and Tableau. You will get hands-on practice with examples and software provided in KSU's new computer lab.

L&M-1: Ethical Application of Artificial Intelligence: Guiding Principles for Accountants - Thursday sessions (2) (TH)

As artificial intelligence (AI) becomes increasingly integrated into accounting systems and services, professionals must navigate a complex ethical landscape. This course examines AI’s implications across financial reporting, auditing, tax, advisory, and client interactions, exploring core ethical principles such as integrity, objectivity, due care, and professional skepticism. Participants will also address emerging concerns including bias, accountability, transparency, and data governance, gaining practical guidance and ethical frameworks to responsibly leverage AI while safeguarding public trust. (The program provides 3-CPE hours of professional ethics).

TAX-1: Chief Tax Officers Panel Discussion (TH)

In these uncertain times learn what tax issues are “Top of Mind” and what strategies are being evaluated by a panel of leading tax executives.

TAX-2: Tax Accounting Refresher and Hot Topics (TH)

Join us for a session focusing on tax accounting basics plus hot topics important to financial reporting for taxes. This session is designed for tax, accounting, and finance professionals who either have limited experience or who need a refresher course on preparing an income tax provision. We will also cover recent and crucial trends that tax and accounting departments should be aware of impacting income tax reporting in today’s dynamic environment.

TAX-3: TBD

Information for this session coming soon!

TAX-4: Strategic Tax Planning for Business Stability and Sale Readiness (TH)

This session explores how proactive tax strategies can be used to stabilize a business and prepare it for a successful sale. Attendees will learn how thoughtful tax planning can improve cash flow, reduce exposure, and enhance after-tax earnings, while creating clearer financials and a stronger foundation for valuation and exit readiness.

TECH-1: Blackline  – Panel Discussion Client Success & Lessons Learned (F)

The panel will discuss their experiences in using BlackLine software as a component of their finance and accounting transformation efforts. The discussion will touch on approaches for:  Standardizing and automating financial close tasks, such as account reconciliation, integrating with existing ERP systems, and improving compliance efforts. The panel will share challenges experienced and lessoned learned.

TECH-2: Blackline Unleashed: “Ask the Experts” (F)

Embark on a unique learning journey with our exclusive “Ask the Experts” discussion. Join us for an open discussion session where you can seek guidance on tackling tough accounting close challenges using Blackline. The session will also discuss current challenges and future trends.

TECH-3: The Modern AI Excel Stack for Finance and Accounting Professionals (TH)

Excel is evolving into an AI-enabled analytics platform, and this demonstration-based session shows how finance and accounting professionals can take advantage of that shift. Participants will see how modern Excel tools support automated data preparation, AI-assisted analysis, and workflow automation. The session will also preview emerging capabilities that point toward increasingly automated financial processes, helping reduce manual effort and risk while improving insight and efficiency.

TECH-3: Introduction to using AI tools with Excel (TH & F)

This session on using AI tools with Excel, including Copilot, is designed to take the fear out of AI, and enhance productivity and efficiency in data management tasks. Learn how to take advantage of Copilot and ChatGPT with Excel to work smarter, automate repetitive tasks, analyze data more effectively, and gain insights using AI capabilities. You're welcome to bring your laptop if you would like to follow along (optional).

TECH-4: Streamlining Financial and Accounting Data Prep with Power Query (Session 1 of 2) (TH & F)

This hands-on session introduces Power Query as a practical tool for preparing financial and accounting data for analysis. Participants will learn foundational techniques such as removing duplicates, correcting data types, reshaping tables, and combining or splitting columns using representative datasets. The session will also demonstrate how preparation steps can be saved and refreshed as data changes, helping streamline recurring workflows, reduce manual effort, and improve data quality and reliability.

TECH-5: Building Financial and Accounting Data Models with Power Pivot (Session 2 of 2) (TH & F)

This hands-on session introduces Power Pivot for analyzing financial and accounting data using multiple related tables within Excel. Participants will learn how to create basic relationships, understand the data model, and build introductory DAX measures and calculated columns. The session will demonstrate how these measures drive dynamic PivotTable reports that update automatically as data changes, enabling more flexible and scalable analysis than traditional spreadsheet formulas.

TECH-6:  QuickBooks Online - Making it Work for You (Session 1 of 2) (F)

Many QuickBooks users never move beyond basic transaction processing and standard reports. This session highlights commonly overlooked features that can improve efficiency, accuracy, and financial insight. Participants will learn practical tips for streamlining workflows, enhancing reporting, and getting more value from QuickBooks in day-to-day accounting operations, with opportunities to share favorite tools and best practices.

TECH-7: QuickBooks Online - Deep Dive (Session 2 of 2) (F)

This interactive session features no formal presentation, allowing participants to explore advanced features, workflow tips, and real-world challenges in greater depth. Attendees are encouraged to ask questions, share experiences, and discuss practical solutions.