Security · Live online
The 2032 Roadmap: Future-Proofing Financial Architecture
Emerging Infrastructure and Identity Assurance
- When
- October 27, 2027
- Format
- Live online · 1 day · Central Time
- CPE
- Up to 8 credits
- Price
- $299 Early-bird pricing coming soon Payable with CPE Today credits · credit packages coming soon
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About the Conference
This conference addresses the technical realities facing finance professionals over the next decade. Rather than focusing on cyclical trends, the curriculum examines the foundational changes in how firms verify identity, secure data, and report on digital assets. Participants will gain a technical understanding of agentic AI within the Microsoft Power Platform and the implementation of phishing-resistant authentication using FIDO2 standards.
The program also covers critical regulatory and security shifts, including the implementation of ASU 2023-08 for fair-value crypto accounting and the NIST standards for post-quantum cryptography. Leaders will learn to identify 'hard trends' in real-time data flow while managing the immediate risks posed by IoT devices in the office and remote work environments. This is a day of technical instruction designed to help practitioners build a roadmap for the 2032 cryptographic and identity deadlines.
What You'll Take Away
- Build agentic workflows using Microsoft Power Platform to automate ERP updates and client communications.
- Implement fair-value measurement and disclosure requirements for corporate crypto holdings under ASU 2023-08.
- Deploy phishing-resistant authentication using FIDO2 and passkeys to prevent executive email compromise.
- Apply VLAN segmentation and hardware inventory strategies to secure IoT devices and office infrastructure.
- Integrate OIDC4IA and W3C Verifiable Credentials to verify identities using government-issued digital wallets.
- Plan hardware and audit trail updates to meet NIST post-quantum cryptography standards.
Who Should Attend
- Controllers managing the transition to fair-value accounting for digital assets.
- Firm leaders needing to distinguish between scalable innovations and technology hype.
- IT-focused CPAs tasked with moving their organizations toward passwordless environments.
- Finance executives responsible for long-term hardware and security replacement cycles.
Proposed Agenda
All times Central Time. Sessions, times and credits may change before the conference.
The Next Ten Years Won't Look Like the Last Ten
This opening session moves beyond the 'shiny object' syndrome of the 2010s to analyze the structural shifts in professional technology. It examines why certain innovations like OCR and cloud accounting became foundational while others, like private blockchain for mid-market firms, failed to scale. For the firm leader or corporate controller, this session provides a framework for 'pattern recognition'—distinguishing between cyclical hype and the genuine hard trends in agentic AI and real-time data flow that will define the next decade of the profession.
- Field of study
- Business Management & Organization
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
The 2027 Automation Roadmap: Integration and Agentic AI
The next era of productivity isn't about simple task completion; it's about shifting from reactive scripts to autonomous systems. By 2027, the most successful firms won't just use generative tools for drafting emails. They'll employ agentic AI to manage entire lifecycles across their software stacks. This course examines how practitioners can prepare for this shift by building a cohesive integration strategy today. The discussion moves past the hype of chatbots to focus on the practical architecture of agents that can reason, plan, and execute multi-step processes across disparate platforms. The curriculum focuses on moving from siloed data to a fluid ecosystem where AI acts as a reliable team member rather than a simple calculator.
Learning Objectives
- Distinguish between traditional linear automation and the emerging capabilities of agentic AI systems.
- Identify the core infrastructure requirements for integrating autonomous agents into existing enterprise resource planning software.
- Evaluate the risks associated with autonomous decision-making and establish a framework for human-in-the-loop governance.
- Develop a three-year roadmap for scaling intelligent automation from pilot projects to firm-wide adoption.
- Analyze the impact of agentic workflows on data privacy and security protocols within a professional services environment.
- Field of study
- Information Technology
- Level
- Basic
- Prerequisites
- Prior experience with basic workflow automation or low-code development platforms.
- Advance preparation
- Participants should have a working knowledge of current cloud-based automation tools and familiarity with their organization's data architecture.
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Everything Is a Computer Now: IoT in the Office and the Living Room
Your office coffee maker has a MAC address, your HVAC system is talking to a server in another country, and your smart lightbulbs are a bridge to your financial data. This session cuts through the 'smart' marketing to look at the cold, hard security reality of the Internet of Things. We will explore how everyday devices—from the conference room speaker to the home router used by remote staff—become unmonitored gateways for lateral movement. This is for practitioners who need to move beyond 'change your password' to a strategy of isolation, VLAN segmentation, and hardware inventory that actually accounts for the 'shadow IoT' hiding in plain sight.
- Field of study
- Information Technology
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
Proving Who's on the Other End: Identity Assurance and Verifiable Credentials
As deepfakes render traditional video-call 'liveness' checks obsolete, firms must pivot to cryptographic identity proofing. This session explores the transition from manual document scans to the OpenID Connect 4 Identity Assurance (OIDC4IA) standard and Verifiable Digital Credentials (VDCs). We will examine how practitioners can use the W3C Verifiable Credentials Data Model 2.0 to ingest high-assurance identity claims directly from government-issued digital wallets, ensuring that the person on the other end is not just a biometric match, but a cryptographically verified entity. This is essential for compliance officers and IT architects tasked with remote onboarding in high-risk environments.
- Field of study
- Information Technology
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
ASU 2023-08 and Beyond: The New Reality of Fair Value Crypto Accounting
The era of cost-less-impairment for digital assets is over. For fiscal years beginning after December 15, 2024, most corporate crypto holdings must be measured at fair value with changes recognized in net income. This session provides a technical deep dive into the implementation of ASU 2023-08, including the new presentation requirements for the balance sheet and the specific disclosure nuances for 'significant' holdings. We will also examine the April 2026 FASB updates to ASC 230 regarding the classification of stablecoins in the statement of cash flows, helping controllers determine when a token qualifies as a cash equivalent versus a digital asset.
- Field of study
- Accounting
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
Beyond the Password: FIDO2, Passkeys, and the Death of Phishing
Traditional MFA (SMS and Push) is now regularly bypassed by 'adversary-in-the-middle' attacks. This session looks at the shift toward phishing-resistant authentication using FIDO2 and hardware security keys (like YubiKeys) or platform passkeys. We will demonstrate how a small firm can realistically rollout a passwordless environment, the impact on user experience, and why this single change is the most effective defense against the current wave of executive email compromise.
- Field of study
- Information Technology
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
The Five-Year Fuse: Navigating the 2032 Cryptographic and Identity Deadlines
The clock is ticking on four specific technology 'detonations' that will render current financial architectures obsolete by 2032. This session provides a high-altitude roadmap for leadership and practitioners to address the transition to Post-Quantum Cryptography (PQC) following the NIST FIPS 203/204/205 standards, the mandatory shift to e-invoicing and instant settlement rails, and the collapse of traditional identity silos in favor of decentralized wallets (eIDAS 2.0). It moves beyond theory to provide concrete dates for hardware replacement cycles, audit trail updates, and the 'harvest now, decrypt later' risk mitigation strategies required to protect long-term financial data.
- Field of study
- Information Technology
- Level
- To be announced
- Prerequisites
- None
- Advance preparation
- None
- Delivery method
- Group Internet Based
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