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UW Financial Reporting Conference

UW Financial Reporting Conference 2026

May 8, 2026

Bell Harbor International Conference Center, Seattle

Hosted by the UW Foster School of Business and the Milgard School of Business, UW Tacoma

The 20th Financial Reporting Conference brings together leading experts from the FASB, SEC, corporate finance, accounting, and academia. Participants will explore current regulatory issues, the costs and benefits of non-GAAP reporting, agentic and off-the-shelf AI accounting solutions, and governing AI use in accounting.

Washington CPE Credit Conference participants are eligible for up to 8 hours of Washington State CPA continuing education credit.


Conference Registration

  • Conference Registration $445 (after April 10)
  • UW Staff (NetID Required) $270 – Contact Carrie Keyes

Register Now


Refunds are available prior to April 24, 2026; substitutions allowed with 48-hour notice. Contact Carrie Keyes.

To request disability, dietary, or health accommodations, contact Carrie Keyes by April 24, 2026.

SCHEDULE

7:30–8 a.m.
Registration

8 a.m.
Welcome
Dawn Matsumoto, Chair, Department of Accounting
Foster School of Business, University of Washington–Seattle

Shahrokh Saudagaran, PhD Milgard Professor
Center for Leadership & Social Responsibility
Professor of Accounting
Milgard School of Business, University of Washington Tacoma

8:10–9:10 a.m.
Current Issues at the FASB
Christine Botosan, Board Member
Financial Accounting Standards Board

9:10–9:25 a.m.
Break

9:25–10:25 a.m.
Overview of SEC including DCF and OCA
Paul Munter, Former Chief Accountant
United States Securities and Exchange Commission

10:25–10:40 a.m.
Break

10:40–11:40 a.m.
FASB/SEC Q&A
Moderator: Shahrokh Saudagaran, Milgard School of Business

11:40 a.m.–12:50 p.m.
Lunch Break

12:50–2 p.m.
“Non-GAAP Reporting: Benefits, Costs, and Potential Solutions”
Moderator: Sarah McVay, Foster School of Business

Thomas Barbieri, US Chief Accountant, PwC National Office
Christine Botosan, Board Member, Financial Accounting Standards Board
Tai Fung, Chief Accounting Officer, Remitly
David Gonzales, VP-Senior Accounting Analyst, Moody’s Investors

2–2:15 p.m.
Break

2:15–3:45 p.m.
“AI in Accounting: Demos and Discussion, from Off-the-Shelf to Agentic Solutions”
Moderator: Beth Blankespoor, Foster School of Business

Tim Ross, Finance Systems AI Product Lead, Anthropic
James Monroe, Finance Director, Corporate Accounting, Microsoft
Jeff Landeen, Director, RSM US LLP

3:45–4 p.m.
Break

4–5 p.m.
Managing and Governing AI Use
Moderator: Beth Blankespoor, Foster School of Business

Tim Jakubowski, Principal, KPMG
Rikki Tremblay, VP of Reporting, Technical Accounting and Controls, Zillow
Alice Louie, Partner, Risk & Regulatory Advisory, PwC
Tristan Ingold, AI Governance lead, Meta

Featured Speakers


Christine Botosan
Board Member, FASB

Christine Ann Botosan was appointed to the Financial Accounting Standards Board (FASB) on July 1, 2016, later reappointed to a second term that extends to June 30, 2026. Prior to joining the FASB, Ms. Botosan was a professor of accounting at the David Eccles School of Business at the University of Utah. An award-winning professor and researcher, Ms. Botosan has a broad knowledge of accounting issues, with particular expertise in the areas of financial statement analysis and valuation. Ms. Botosan served in a variety of roles during her tenure at the David Eccles School of Business at the University of Utah including as a leadership fellow in the office of the vice president, as the George S. and Dolores Dore Eccles Presidential Chair in Ethical Financial Reporting and as the associate dean of graduate affairs.



Paul Munter
PhD, CPA

Former Chief Accountant, U.S. Securities and Exchange Commission
Paul Munter served as SEC’s Chief Accountant (2021–2025), following senior roles at KPMG and teaching positions at multiple universities. He holds a PhD from the University of Colorado and is a CPA in CO, NY, and FL.


Panelists

Seth T. Bacon
Seth T. Bacon
Director of Innovation, RSM US LLP

Seth T. Bacon, Director of Innovation at RSM US LLP, works with organizations to translate AI strategy into practical execution and measurable business outcomes. An accounting trained technologist and former Microsoft MVP, he advises executive teams on applying AI, digital transformation, and product aligned strategies that bridge innovation and operational reality.

With experience spanning accounting, technology strategy, product development, and organizational change, Seth focuses on enabling teams to operationalize AI with the right balance of ambition, governance, and adoption. He regularly speaks at Microsoft and NACD events, offering practitioner led perspectives on how finance and technology leaders can pursue responsible AI grounded in execution, supported by strong teams, and built for real business impact.


Thomas Barbieri
Thomas Barbieri
US Chief Accountant, PwC National Office

Tom is the US Chief Accountant in PwC’s National Office and has over 34 years of experience advising large financial services and multinational corporations on complex accounting issues. He leads the Firm’s Accounting & SEC Services Group (“ASEC”) which is focused on supporting clients and engagement teams in navigating complex technical accounting and financial reporting matters.

Tom is currently a member of both the FASB’s Emerging Issues Task Force (EITF) and Financial Accounting Standards Advisory Council (FASAC) where he provides feedback on financial reporting issues. During Tom’s tenure in National, he has been at the forefront of emerging accounting issues, and he has regular interactions with the FASB, SEC, and other nationally renowned accounting experts.

Tom was recently a member of the AICPA’s Insurance Expert Panel where during his tenure the Panel focused on issues related to the recently issued life insurance accounting models. Tom returned to National after spending a number of years serving clients in the insurance practice where he led in delivering audit services to property/casualty, life and mortgage guarantee clients. Tom has authored many articles on financial instruments, securitization and consolidation accounting and reporting matters. Tom was recently named one of America’s Top 200 CPAs by Forbes.


Tai Fung
Tai Fung
VP Controller, Remitly

Tai Fung is the Chief Accounting Officer at Remitly since April 2026. He previously held management positions at Starbucks Coffee Company and Microsoft for over 20 years. Tai began his professional career in assurance and consulting at Big Four accounting firms and holds a B.A. at the Foster School of Business at the University of Washington.


David Gonzales
David Gonzales
VP-Senior Accounting Analyst, Moody’s Investors

David is a member of Moody’s Accounting Specialist Group where he is dedicated to simplifying complex accounting/financial reporting issues and incorporating them into the ratings process within the global Corporate Finance Group (non-financial companies). He is also active in representing investor interests with the Financial Standards Accounting Board (FASB) as a member of the Emerging Issues Task Force (EITF) and the Taxonomy Advisory Group (TAG).


Tristan Ingold
Tristan Ingold
AI Governance Lead, Meta

Tristan Ingold is an AI Governance Lead at Meta, where he works with Meta Superintelligence Labs to operationalize compliance functions to meet regulatory obligations. Previously, he spent five years at KPMG managing Technology Risk and Advisory programs for technology, media, and telecommunications clients. Tristan served on the plenary committee for the European Commission group that drafted the EU AI Act code of practice and is a two-time LinkedIn Learning author on AI governance, security, and regulatory compliance topics, reaching over 75,000 learners. He writes on embodied AI risk and compliance for AI Frontiers. A proud UW alumnus, Tristan earned his business degree with a focus on information systems from the Foster School of Business.


Tim Jakubowski
Tim Jakubowski
Principal, KPMG

Tim is a Partner at KPMG with over 20 years of business experience, specializing in risk consulting and audit-based services. He excels in identifying and mitigating risks while implementing robust controls tailored to IT and business process optimization. Tim’s expertise spans system integration, IT project management, and internal audit, making him a valuable asset to organizations navigating complex technological and business transformations. Throughout his career, Tim has partnered with leading entities in the retail, technology, financial services, and healthcare industries, delivering innovative solutions and strategic oversight. His extensive experience in integration and implementation management ensures that clients receive governance, risk, and control guidance that is both effective and forward-thinking. Tim’s approach is centered around providing insights and strategies needed to drive significant change, ensuring that their organizations remain competitive and resilient in today’s dynamic business environment.


Alice Louie
Alice Louie
Partner, Risk & Regulatory Advisory, PwC

Alice Louie is a Partner in PwC’s Risk & Regulatory Advisory practice, where she partners with Boards and executive leaders to safeguard financial integrity, enhance governance, and navigate the evolving regulatory landscape—especially as artificial intelligence transforms financial processes, including internal audit and SOX functions. She specializes in strengthening internal control ecosystems and advancing transparency around emerging risks, with a particular focus on technology-driven disruptions. Alice’s expertise spans sectors across nonprofit, healthcare, and technology organizations, including major companies in the Pacific Northwest. She brings extensive experience supporting Audit Committees by overseeing internal and external audits, managing regulatory and operational risks, and facilitating clear, evidence-based discussions that enable organizations to fulfill their fiduciary and stewardship responsibilities with rigor and confidence.

Before joining PwC, Alice held roles in finance and audit across diverse sectors, including Microsoft Corporation, StreaMD Corporation, and KPMG. A deeply rooted Seattle community leader, mom of two and double dawg, she is passionately committed to expanding opportunity, equity, and well-being for all. Alice actively serves as a mentor and inclusion champion within PwC, and grateful for the education and experiences University of Washington has afforded to her and her family. GO HUSKIES!


James Monroe
James Monroe
Finance Director, Corporate Accounting, Microsoft

James Monroe is a Finance Director at Microsoft where he is responsible for key internal and external reporting processes. James is a University of Washington alum and holds both a Master of Professional Accounting and a Bachelor of Arts in Accounting from the Foster School of Business.


Tim Ross
Tim Ross
Finance Systems AI Product Lead, Anthropic

Tim Ross leads Finance AI at Anthropic, where he has built the company’s Claude-powered finance automation program from the ground up. His team develops AI-driven skills spanning financial reporting, SOX compliance testing, journal entry preparation, and variance analysis —work that is also shaping Anthropic’s finance AI product offerings for customers. Tim regularly briefs CFOs and finance leaders at Fortune 500 companies on deploying AI within the CFO organization. has partnered with Deloitte, EY, and PwC on AI governance and controls frameworks. Prior to Anthropic, Tim spent five years at Uber leading finance systems and serving as product manager for the company’s data lake, and held roles in FP&A at Uber, systems engineering at Apple, and external audit at Deloitte. He is a CPA with 16 years of experience across finance, technology, and product leadership.


Rikki Tremblay
Rikki Tremblay
Vice President of Reporting, Technical Accounting and Controls, Zillow

Rikki Tremblay is Vice President of Reporting, Technical Accounting and Controls at Zillow, where she leads financial reporting, accounting for complex transactions, accounting policy, and IT and business Sarbanes-Oxley (SOX) compliance. Prior to joining Zillow in 2014, Rikki served audit clients in the technology industry at Deloitte. She is an alumna of the University of Washington with a BA in Business Administration (Accounting) and Spanish, and a Certificate of International Studies in Business.

Sponsors

Premier Partners

KPMG logo

PWC logo


Principal Partners

Deloitte logo

EY logo


Major Partners

baker tilley logo

clark nuber logo

Microsoft logo

RSM logo
stripe logo
stripe logo

We welcome your feedback! Please complete the Conference Feedback Survey to share your thoughts on sessions and speakers.