Key takeaways
Host: Beth Kaplan, managing director, Deloitte Risk & Financial Advisory
Presenters: Matt Hurley, partner, Deloitte & Touche LLP
Mark Gustafson, senior manager, Deloitte Consulting LLP
Dave Stahler, partner, Deloitte & Touche LLP
Mike Wolf , senior manager, Deloitte Touche Tohmatsu
1.0 Overview CPE credit | Specialized Knowledge
As we head into a new year and look toward the future, it’s the perfect time to think about our resolutions, expectations, and forecast for 2024. What is shaping the economy? What technology trends are fueling transformation? And what should controllers know for the new year and beyond? We’ll discuss
- Insights into events shaping the economy, their impact on finance, and next year’s economic possibilities
- How technology transformation continues to play a key role in Controllership’s strategic priorities
- Controllership talent trends to lookout for in the coming year
Meet the speakers
Beth F. Kaplan
Beth is the founder and chief adviser for the Center for ControllershipTM and managing director for Finance Transformation and Controllership Services at Deloitte & Touche LLP. She has more than 35 years of experience in roles as an auditor, CFO/controller, and financial operations consultant, and specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery, and reduce risk. She has served some of the largest global and national organizations as they transform their controllership function driven by mergers, accounting changes, and system transformations. Beth has been published several times with insights into financial close and reporting process improvements, effective control design, the role of the controller, and technology transformation for the future of controllership.
Matthew Hurley
Matt is a partner in Deloitte & Touche LLP’s Controllership, Accounting and Reporting practice. He focuses on assisting clients address and operationalize complex accounting and reporting requirements and challenges through his significant experience in process and data remediation, accounting process and controls transformation, and accounting systems. Matt has led numerous cross-functional and large global teams, maintains Deloitte’s International Financial Reporting Standards certification, and serves in various leadership roles within Deloitte including serving as the Accounting Standards & Processes domain leader.
David Stahler
David is a Deloitte & Touche LLP partner in Deloitte Risk & Financial Advisory’s Accounting & Reporting Transformation market offering. He has more than 29 years of experience providing financial, operational, and information systems advice to a wide array of domestic and multinational clients. David has been a speaker and consultant on information quality, governance, risk management, information management, and finance transformation that is centered on the creation of an efficient and effective financial back office.
Michael Wolf
Michael Wolf is a global economist at Deloitte Touche Tohmatsu Ltd. He provides written commentary and analysis on global economic issues that affect the firm and its clients. He has been quoted by various media outlets, including the Wall Street Journal and NPR. Wolf began his career as an economist at the US Labor Department and has since held economist positions at Moody’s Analytics, Wells Fargo Securities, and PwC. He has two graduate degrees, one in economic policy from Columbia University, and the other in statistics from Baruch College. He also has a bachelor’s degree in economics from the University of Maryland.
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