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Risky Business: Navigating Compliance, Risk, and Regulation in Finance

September 16, 2025 8:00 AM - 12:30 PM ETStudio Gather | 45 Rockefeller Plaza
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Contributing Sponsor

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Studio Gather
45 Rockefeller Plaza New York, NY

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As the role of the CFO continues to expand, as does their hand in driving businesses forward. Grappling with economic headwinds and market volatility, security threats, ESG priorities, and an ever-evolving regulatory landscape, there is a lot to keep in mind. This event is focused on how CFOs should be staying on top of the financial regulatory landscape, balancing risk with growth, and considering compliance. Through a series of fireside chats and dynamic panels, CFO Brew – alongside leading experts in corporate finance – will cover the following themes:

  • Strategic risk management: How can financial leaders balance risk with business growth? Join CFO Brew to unpack the tactical skills CFOs are using to safeguard their business from potential threats, predict risk, and continuously monitor for potential warning signs. Hear from industry experts about proactive vs. reactive risk management as well as how to not let risk management become a barrier to innovation.
  • Data security and privacy compliance: Today’s executives, including CFOs, are accountable for the security of customer data. As such, data privacy is a critical concern for organizations as new regulations continue to unfold. This event will include conversations on what data privacy laws are critical to understand the impact of, what opportunities for leveraging technology for better privacy management exist, and strategic advice from CFOs grappling with how to stay on top of data security considerations as it relates to their role.
  • Regulatory trends and future challenge: Key to strategic risk management is mastering current challenges while staying agile against future ones. Hear from CFOs and corporate finance experts with an eye on the future to better understand their predictions for emerging trends in financial regulation and compliance and how financial teams of all sizes should be staying one step ahead.

Meet the experts

ACFE logo

affirm logo

AICPA logo

bayer logo

ima logo

insightsoftware

navan logo

Pagaya logo

resilience logo

Speakers

Alissa Buckles

Head of Customer Experience

RightRev

Mike DePrisco

President & CEO

Institute of Management Accountants (IMA)

Meryem Erzi

Chief Compliance Officer

Pagaya

Erin Dempsey Heuwetter

Head of Audit, Risk, and Compliance

Navan

Tom Hood

Executive Vice President, Business Growth and Engagement

AICPA

Ann Irvine

Chief Data and Analytics Officer

Resilience

Michael Linford

Chief Operating Officer

Affirm

Andi McNeal, CFE, CPA

Chief Training Officer

Association of Certified Fraud Examiners (ACFE)

Omri Mor

Co-Founder and CEO

Routable

Guru Ramamurthy

Chief Financial Officer

Bayer Crop Science

Josh Schauer

Chief Financial Officer

insightsoftware

Jordan Schwartz

VP, Finance

Morning Brew Inc.

Erica Y. Williams

Former Chair PCAOB

Public Company Accounting Oversight Board (PCAOB)

Drew Adamek

Editor

CFO Brew

John Del Signore

Managing Editor

Morning Brew Inc.

Kyle Hagge

Chief of Staff, CEO

Morning Brew Inc.

Alex Zank

Reporter, CFO Brew

Morning Brew Inc.

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Agenda

8:00 - 9:00 AM

Registration and Breakfast

Start your day with breakfast, connect with fellow attendees, and get ready for a day of insights and inspiration.

9:00 - 9:05 AM

Opening Remarks

9:05 - 9:25 AM

Understanding the World of Risk

Tariffs, geopolitical tensions, supply chain and fraud all play a critical role in the strategy of finance leaders as they consider how to identify hidden risks, opportunities, and assess future plans to drive business growth. During this event, hear from Affirm’s Chief Operating Officer, Michael Linford, to understand the current risk landscape and how it impacts Affirm’s decision-making as a business.

9:25 - 9:50 AM

Beyond Compliance: The Strategic Value of Financial Integrity

CFOs are no longer just responsible for following the rules -- they're expected to lead on ethics, controls and transparency. Amidst a slew of uncertainty in the greater risk landscape, this is particularly challenging. This panel explores how financial integrity is becoming a strategic differentiator. We'll discuss managing fraud risk in distributed teams, scaling internal controls at high-growth companies and navigating new audits and reporting expectations with confidence to be better prepared for what's ahead.

9:50 - 10:20 AM

Embedding Strategic Risk Management Everywhere

How can financial leaders balance risk with business growth? Join CFO Brew to unpack the tactical skills CFOs are using to safeguard their business from potential threats, predict risk, and continuously monitor for potential warning signs. Hear from industry experts about proactive vs. reactive risk management as well as how to not let risk management become a barrier to innovation. We’ll discuss the leadership mindset required of strategic risk management as well as the technical tools needed, including when to invest in a larger tech stack for stronger analytics or when to scale back in uncertain economic times.

10:20 - 10:40 AM

Coffee & Networking

10:40 - 10:42 AM

Welcome Back Remarks

10:42 - 10:12 AM

CFOs as Cyber Decision-Makers

As part of their expanding role, CFOs are finding themselves more involved in cyber risk decision-making. During this event, we’ll discuss what finance professionals need to understand about the financial risk associated with cyber attacks, the role of cyber insurance, and the overall variables to consider when building effective cyber resilience as an organization. This theme seeks to equip finance leaders with the background information they need when taking a seat at the table on cyber strategy.

11:12 - 11:40 AM

Perfecting Your Tech Stack for Real-Time Decision-Making

This session explores how CFOs can better harness their existing or potential tech stacks through automated dashboards, AI-powered analytics, or predictive modeling to gain a comprehensive view of their organization's financial health and risk exposure. Learn how leading finance teams are going beyond data management and leveraging cross-functional systems to enable better decision-making between operational metrics and financial outcomes. Discover practical approaches for transforming raw data into actionable intelligence that supports agile decision-making and allows finance leaders to serve as strategic advisors when time-sensitive risks emerge.

11:40 AM - 12:00 PM

Predicting Against the Next Big Risk

Hear from the former Chair of the Public Accounting Oversight Board on her predictions of the next greatest risks to consider, most notably fraud, and what’s keeping her up at night.

12:00 - 12:30 PM

Networking & Guest Departure

Interested in sponsorship or speaking opportunities?

Email us at [email protected]