EVENT

December 13-15, 2021

2021 Global Financial Reporting and Valuation Conference (Highlights)

Virtual



Ryan Marren

Ryan Marren

National Leader, Valuation & Business Modeling Services, KPMG US

+1 703-286-8032

Patrick R. Ryan

Patrick R. Ryan

Partner, Advisory, Accounting Advisory Services, KPMG US

+1 703-286-8257

  • Overview
  • General session replays
  • Industry specific replays
  • Speakers
  • Steering committee
  • Related resources

Overview

One size does not fit all. While some companies are seeing record growth, others are having to rapidly transform their business models. Despite the disparity, there are certain truths that all organizations are coming to deal with. Environmental and social commitments matter. Acquisitions can drive value, but so can divesting, if done at the right time. Acquiring talent is essential, but even more important is their retention and connection to their teams. Working from home can be effective, but the model is not practical for all industries and functions. Without a silver bullet, corporations must be more aggressive and agile than ever in defining who they currently are and what they need to be going forward. Now, more than ever before, it is necessary to start charting your own course.

We invite you to review the highlights from KPMG’s Global Financial Reporting and Valuation Conference where subject matter specialists and industry leaders provided insights about the rapidly evolving economic landscape, labor dynamics and a distributed workforce, the value of active portfolio management, best practices and growth opportunities relating to Environmental, Social and Governance (ESG), the continued evolution of the chief accounting officer/controller role, and recent trends in SEC reporting and capital markets. In addition, you will have an opportunity to access industry specific sessions which addressed the trends and financial reporting and valuation challenges related to your industry.

General session replays

 

General session replays

Keynote Address - Apolo Anton Ohno

Apolo Antopn Ohno acquired and honed this skill over a decade of Olympic speed skating competition, during which he became the most decorated US Winter Olympian of all time. Apolo continually adapts that performance mindset to support ongoing personal and professional growth. He has drawn on this acumen to become a global cross-industry entrepreneur, a successful sports broadcaster and television personality, a New York Times best-selling author, and a lifelong scholar inside and outside the university setting. Apolo harnesses these experiences to educate and inspire organizations on how to foster a sustained leadership mindset needed to overcome current business challenges.

Video replay

CAO of the Future - The Future is Here

This session builds on KPMG’s 3rd Annual Chief Accounting Officer (“CAO”) of the Future Survey.  We will focus on the continuing evolution of the CAO/Controllers role, share best practices on being a better business partner within the organization and learn how to broaden the mindset to be at the center of a company’s transformation and innovation.  2021 has been a challenging year as CAO’s are managing through hybrid work environments and taking on new and interesting roles in transformation initiatives. Our panel will explore best practices from your peers as well as lessons learned along this transformation.

Session presentation Video replay

Capital Markets and SEC Trends

This session will focus on recent trends in the capital markets, including the latest developments on special purpose acquisition companies and a glimpse at what the future holds for venture capitalism in the public market. Further, we will touch on current SEC trends, such as observations on recent SEC comment letters, implementation questions about the amendments to disclosures about acquisitions and dispositions including pro forma requirements, and the SEC’s upcoming regulatory agenda. 

Session presentation Video replay

Charting the ESG Journey

The journey for full ESG implementation has become a front and center way of doing business that is a key topic for all organizations. With regulatory entities foreshadowing enhanced ESG standards and requirements, the capital markets and lending institutions highlighting its importance in investment decisions, and consumers heavily shifting buying behaviors to those premier adopters, ESG has never been so relevant and important in demonstrating business values. KPMG will host a client panel to discuss observations on best practices and areas of growth relating to the ESG focus.  

Session presentation Video replay

The Future is Now |  Leading, Managing, and Engaging in the New World

We are no longer talking about digitization and modern ways of work as a future-based concept.  The future is now…  During previous recoveries, companies that chose a relentless customer focus rose to the top and took market share.  Planning the recovery from the 2020/1, companies that choose a relentless employee focus will be the ones to rise to the top.  Rapid digitization, new ways of working, employee burnout, and remote work disruption significantly impact the way we do business and think about how we engage our employees.  The opportunity for organizations today is to embrace rapid digitization and create an agile organizational ethos while keeping your top talent engaged in a distributed work model.  

Session presentation Video replay

Global Economy Insights and Updates

KPMG Tax leaders provide timely updates on today’s rapidly evolving economic landscape, including fiscal policy and inflation dynamics.

Session presentation Video replay

The Strategic Finance Organization and Portfolio Value Creation

As the role of finance and accounting executives at companies continues to evolve, “Strategic Finance” organizations have an increasingly important role to play in value creation in complex business portfolios. KPMG’s research, in collaboration with Michael L. Tarnopol Professor Emilie Feldman at the Wharton Business School, shows how the financial disparity in portfolio businesses can pressure shareholder value and how CEOs and the finance organization can unlock value in complex portfolios through a combination of portfolio moves and investments in performance and growth. In this course, the KPMG Corporate Portfolio Strategy and Economic & Valuation Services (EVS) teams, in partnership with Dr. Emilie Feldman – Michael L. Tarnopol Professor of Management at Wharton and Corporate Portfolio Strategy Expert – shed light on how finance and accounting executives can drive a future-ready organization by being at the forefront of the companies’ strategic decisions and battling common “myths” that impede portfolio value creation.

Session presentation Video replay

Update from Capital Hill 

Washington National Tax leaders from KPMG provide updates from Capitol Hill including prospects and potential timing of U.S. tax legislation, Biden administration’s tax proposals and potential changes that could be undertaken by Congress.

Session presentation Video replay

 

*Session replays do not qualify for CPE credit

Industry specific replays

 

Industry specific replays

Energy / Oil & Gas

Almost two years into COVID-19, the energy industry is re-inventing itself. The world is discussing “energy transition”.  Meanwhile, we have gone from negative oil prices in the prior year to +/- $80 oil, where are we going on this journey? Join KPMG industry leaders as they provide an overview of the current industry trends (Oil and Natural gas price trends, and OPEC+), while also discussing the financial reporting and valuation impacts related to a frothy transaction market. The session also provides an opportunity to hear from your peers on the current situation and views on the future.

Session presentation  Video replay

Financial Services

Financial technology is not only one of the fastest growing areas in global business, but it is transforming the financial services sector like never before. During this session, KPMG specialists will provide insight around current issues facing fintech companies including ESG, M&A, and strengths/opportunities/threats as it relates to more established financial services industry participants. 

Video replay

Healthcare and Life Sciences: Navigating the M&A, IPO, and SPAC ecosystem 

This session will provide a brief industry update followed by a discussion on financial reporting and accounting topics relevant to the healthcare and life sciences industries.  We plan to cover key financial reporting, regulatory and tax considerations related to the current M&A environment and the path to a public offering that are unique to these two industries.  

Session presentation Video replay

Hospitality

This course will include an overview of the recent M&A market trends as well as an update on overall deal activity in the real estate and hospitality sectors.  Furthermore, the course will include a discussion on recent trends in the public markets with a focus on Special Purpose Acquisition Companies (“SPAC’s”) and the unique challenges in executing these deals.

Session presentation Video replay

Industrial Manufacturing: Supply Chain Disruption

Since the onset of the pandemic in early 2020, we have seen disruption in manufacturing and the global supply chain.  In 2021, the demand for certain goods, such as semi-conductors and steel, has overwhelmed supply.  Overall global exports are at an all-time high, but the capacity to ship these goods has yet to recover from the losses incurred during the global economic lockdown.  Many manufacturers are evaluating methods to achieve greater efficiency, including technology transformation, shift in workforce managements, and methods for forecasting in an ever-changing demand environment.  

Video replay

Retail and Consumer Goods: Supply Chain Disruptions and Accelerating Data Transformation

The follow-on impacts of COVID 19 have disrupted global supply chains increasing the need for Companies to focus on their Supply Chain resiliency. Further, many companies continue their journey with finance data transformation with a long-term view of business continuity post COVID 19. Please join us for a discussion on the challenges, initiatives, and potential solutions to supply chain disruptors while also continuing the path to accelerate the digital data transformation within the finance function.

Session presentation Video replay

Technology, Media, and Telecom

This session will cover trends that will transform the Technology, Media and Telecommunications industry. There will be a discussion of specific topics such as the impacts of digitization of our industry including how things like blockchain technologies and its applications are driving innovation and change, the evolving data imperative, and the impact of supply chain and government regulations on industry participants. Covering these topics will be in a panel session will be industry experts from KPMG where the panel will address questions from the audience as well as the impacts to the TMT industry of the issues discussed during the general sessions.

Video replay

 

*Session replays do not qualify for CPE credit


Speakers

Joe Allanson

Salesforce.com

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Dara Bazzano

T-Mobile

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Dean Bell

KPMG LLP

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Katherine Blue

KPMG LLP

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Kevin Bogle

KPMG LLP

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Timothy Brown

KPMG LLP

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Kelli Carney

Adient Plc

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Tom Casey

Lending Club

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Ronan Curran

KPMG LLP

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Todd Dubner

KPMG LLP

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Emilie Feldman

Wharton Business School

 

Tabitha Gaustad

KPMG LLP

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Arun Ghosh

KPMG LLP

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Mark Gibson

KPMG LLP

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John Gimigliano

KPMG LLP

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Mike Harling

KPMG LLP

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Mike Hoyt

KPMG LLP

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David Konop

KPMG LLP

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Tim Lashua

KPMG LLP

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Felicia Lyon

KPMG LLP

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Pete Lyster

KPMG LLP

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Brian Mace

KPMG LLP

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Shari Mager

KPMG LLP

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Tim Mahedy

KPMG LLP

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Ryan Marren

KPMG LLP

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Mario Mastrantoni

KPMG LLP

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Martin Mazin

KPMG

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Jim Murphy

KPMG LLP

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Alex Neil

KPMG LLP

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Chris Ober

KPMG LLP

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Doug Olander

Emerisque LLP

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Esben Pedersen

Pattern Energy

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Stephanie Petruzzi

KPMG LLP

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Zack Philips

Hilton Grand Vacation

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Erin Polek

Qualcomm

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Kristin Pothier

KPMG LLP

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Randi Rosen

KPMG LLP

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Craig Russell

KPMG LLP

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Patrick Ryan

KPMG LLP

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Ramahi Sarma-Rupavtarm

KPMG LLP

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Mike Scarpa

KPMG LLP

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Marybeth Shamrock

KPMG LLP

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Ken Spigarelli

KPMG LLP

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Jeff Stoll

KPMG LLP

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David Tonnel

Transocean

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Jennifer Van Dalen

KPMG LLP

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Reza Van Roosmalen

KPMG LLP

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Peter Walker

Stirling

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John Wehrle

Mountain Capital

 

Howard Weissman

Extended Stay America

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Melanie Wendt

KPMG LLP

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Steering committee

Rich Michalek

Director - Business Development and M&A
Archer Daniels Midland

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Ken DeVries

Chief Accounting Officer
HUB International, Ltd.

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Erika Kelley

ICAP & M&A Controller
Intel Corporation

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Sundeep Reddy 

EVP & Chief Accounting Officer
Salesforce.com

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Adam Nelsen

Director, Accounting Policy
T-Mobile

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Brad Harper

SVP & Chief Accounting Officer
Post Holdings

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Hubert Ban

SVP, Finance
Salesforce.com Inc.

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Linda Brennan 

Senior Director, M&A Finance and Integration
VMWare

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Jeff Buckley

Chief Accounting Officer
Palantir

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Desiree Burke

SVP, Chief Accounting Officer and Treasurer
Gaming & Leisure Properties

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Brian Donohue

Senior Director, Accounting and Reporting
eBay

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Richard Wagner

Vice President, Corporate Controller, Finance
Hill-Rom Holdings

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Chris Lilla

EVP and Chief Financial Officer
Mobex Global

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Related resources

 

KPMG SPAC Intel Hub
      A knowledge center for investors and potential sellers addressing the complexities of special-purpose acquisition company mergers

Catching up on Capitol Hill
      Insights from KPMG professionals on what's happening in Washington that affects business taxation

Building a Sustainable Future
      Embedding environmental, social, and corporate governance (ESG) into business strategy

Can Your Valuation Be Improved 
      New research on diversification discounts can help conglomerates manage their portfolio strategy

Think Like an Activist 
      To maximize value, CEOs can borrow from the activist playbook

KPMG Office of the Chief Economist - Stagflation vs. Reflation: The great policy showdown
      Our latest chartbook, Reflation vs. Stagflation: The great policy showdown, analyzes the persistent impact the pandemic is having on the economy

CAO Spotlight: Rise of the Strategic Chief Accounting Officer
      Our third annual CAO survey shows opportunities for CAOs to contribute and work in collaboration with the C-suite on value-driven business 

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