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Beyond Accounting – Beyond the Numbers

June 8, 2023 @ 9:00 am - 8:30 pm EDT

CAW Beyond the Numbers

CAW Network USA invites you to attend our 2023 in-person conference: Beyond Accounting – Beyond the Numbers on June 8th , 2023.

The conference will be a single stream event running from 9 am to 5.20 pm followed by an optional evening event at 5.30pm and refreshments from 6.30pm. The sessions will take place in the McNally Amphitheater, and sponsors / catering will be in Platt Court, situated directly outside the Amphitheater. Lunch will be held in a separate location. There will be 6 separate sessions, for the main conference, which combine for up to 7 CPE credits. The evening session adds another 1 credit. The conference fee includes breakfast, lunch and (if the evening event is also selected) an open bar and finger food. It also includes a digital badge and / or a CPE certificate (if applicable and requirements are met).

The sessions held will cover:

  • Leadership
  • AI and Risk
  • Sustainability (Panel discussion)
  • Reporting – Sustainability / ESG
  • “Beyond the Numbers”
  • Future of Audit
  • Evening Presentation by Homeland Security Investigations – New York Cyber Division.

SYNOPSIS: Beyond Accounting – Beyond the Numbers

The sessions will be a mix of presentations and discussions.

See speaker details below. Speakers are a mix of members , guests and sponsors – all thought leaders in their fields.


By the end of today’s sessions, attendees will be able to answer the following

  1. Gain insights into ‘Leadership and what this means to our distinguished speakers
  2. Update on the latest thinking in and around ESG reporting
  3. Consider how the focus in Sustainability is something accountants should be aware of and advocate for
  4. Understand how technology can enable risk mitigation
  5. Understand developing challenges and opportunities in the accounting world, the key topics and the bigger picture – beyond technical skills
  6. Envision the opportunities and threats as we discuss the ‘Future of Audit’
  7.  Gain an overview of current cyber enabled crimes and threats / warning signs / how to protect yourself / Case Studies

Note: In order to be awarded the full credit hours, you must sign in to the event and then attend / participate in the full program. Participants will earn up to 8 CPE credits (For the first 50 minutes of the program 1 CPE credit is awarded but only if the program is 50 minutes. For each additional complete 25 minutes of program time an additional 0.5 CPE credits can be awarded.)

Field of Study: Management Services – Performance Management

Prerequisites: No prerequisite provided attendees are qualified CAs and/or CPAs.

Who should attend: Open to members and associates of CAW Network USA and their guests.

Advance preparation: Not required

Program level: Basic

Delivery method: Group live

Refund / Cancellation policy: Will refund the fee in full if cancellation occurs at least 7 days prior to the event commencing.

Complaint Resolution policy: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please refer to https://cawnetworkusa.com or contact [email protected]

Register Online

Please Note: If you are a member, and you login, your registration form will automatically pre-populate with the details we have on file for you.


Session 1 Leadership

Declan Scott

Declan Scott

Senior Consultant, Resilience Institute

Declan is a senior consultant with the Resilience Institute. He is an experienced leadership Development and Culture building expert. He helps clients build extraordinary teams through collaboration and resilience.

He is also a Chartered Accountant, Founder of The Spirited Business Network and cofounder of She Chocolate, an award-winning chocolate company based in New Zealand.

Karin Lanigan

Karin Lanigan

Head of Member Experience, Chartered Accountants Ireland 

Karin has over 25 years’ experience supporting Chartered Accountants and other finance professionals with their career and professional development (including) through training, executive coaching and providing mentoring and careers advisory supports. She is passionate about ensuring that members have a positive experience when engaging with their professional body and feel supported at each stage of their career from admission to retirement.

She also leads a number of ED&I initiatives within Chartered Accountants Ireland and across the profession, including involvement in a global CAW ED&I taskforce, LGBTQ+ and Ethnicity network groups and Returners programs.

Karin is an experienced Keynote speaker and training facilitator.

Session 2 AI and Risk

Jannie Wentzel

Jannie Wentzel

Partner, Cential

Jannie is partner with Cential. He is a Chartered Accountant CA (SA), and a thought leader in Risk Transformation and Integrated Risk Management technologies. Jannie advises clients on the use of technologies to reduce the complexities, manage risk and minimize the compliance cost.

Jannie specializes in enterprise and integrated risk services which include teaming with many of the top analyst rated GRC vendors.

Andrew Gunter

Andrew Gunter

Partner, Cential

Andrew is partner with Cential. He specializes in enterprise and integrated risk services which include teaming with many of the top analyst rated GRC vendors.

Daniel Shafrir

Daniel Shafrir

Managing Partner, CFGI

Daniel is a Managing Partner at CFGI, co-leading the Risk Advisory Practice, with over 15 years of experience in technology and internal controls to clients of varying sizes and complexity, across a range of industries. Daniel has unique insights regarding innovative solutions, such as the impact of Robotics Process Automation (RPA) and blockchain technologies to the internal control environment. Daniel holds an Engineering degree from the University of St Andrews, he is a Certified Information Systems Auditor (CISA), as well as a Chartered Accountant from the Institute of Chartered Accountants of Scotland.

Session 3 Sustainability Panel

Alyssa Rade

Alyssa Rade

Chief Sustainability Officer, Sustain Life

Alyssa is Chief Sustainability Officer with Sustain Life and holds an MPA from Columbia University in Environmental Science and Policy. Sustain Life provides sustainability management software to help companies de-carbonize using their SaaS model.

Stathis Gould

Director with the International Federation of Accountants based in New York

Stathis Gould is a director with the International Federation of accountants based in New York and leads knowledge activities on the role of financial professionals in delivering organizational success. This includes specializing in integrated sustainability and governance reporting.

Barbara Porco

Dr. Barbara Porco

Accounting Professor and Associate Dean at Fordham University, New York

Dr. Porco specializes in Ethics in Financial Markets and Sustainability Innovation and Reporting. Barbara is a CPA and holds a PhD in Accounting / Ethics/Business (Fordham University) as well as a Masters in Sustainability and Environmental Management from Harvard University.

Siofra Adams

Chartered Accountant, ICAEW

Siofra is an ICAEW qualified CA. She is a Manager in KPMG’s ESG Center of Excellence, based in New York City. She previously worked for KPMG in London and Dublin.

Session 4 Reporting Sustainability / ESG

Jean-Pierre Henderson

Jean-Pierre Henderson

Partner, IFRS Advisory Services Leader at CFGI

Jean-Pierre is an Experienced Advisory Partner at CFGI, based in New York City. Jean-Pierre has over 19 years of experience providing accounting advisory and consulting services to the technology, media & entertainment and consumer business industries (with a focus on consumer products and retail and distribution). Prior to joining CFGI, Jean-Pierre was a Senior Manager for 6 years in Deloitte’s Audit Practice in New York City serving large multi-national clients across media & entertainment and the consumer business industries.

Session 5 Beyond the Numbers

Kirthi Mani

Kirthi Mani

Managing Principal, CliftonLarsonAllen

Kirthi is an ICAI member and CPA. She is Managing Principal with CliftionLarsenAllen in New York. Prior to this she led CLA’s Global Advisory and Outsourcing practice.

Noel Hopkins

Digital Growth Director – Norheast Region, CliftonLarsenAllen

As Digital Growth Director, Noel is focused on identifying opportunities to provide CLA (CliftonLarsonAllen) clients with valuable Digital solutions. Noel leverages the growing CLA Digital capabilities, to address the biggest and most urgent business challenges of clients across the US.

Noel brings a unique blend of Engineering knowledge and Digital Sales experience to the Digital Growth Director role. Having worked for over a decade in aerospace and subsequently automotive companies, Noel has firsthand experience of leveraging digital technologies within the manufacturing and distribution space.

Nicola Bain

Nicola Bain

Strategic Pursuits Leader

Nicola is a Strategic Pursuits Leader in the Consulting and Accounting Solutions Team (CAST) at CLA. CLA focuses on creating opportunities for our clients, for our CLA family, and for our communities. Her role entails developing relationships with financial management, chief executives, and officeholders across a wealth of industries, both in New York and nationally, and being a trusted advisor in times of change. In addition, Nicola serves as a technical expert for CLA LLP and CLA Global on ISQM 1 implementation. Nicola’s previous positions include Senior Vice President within Internal Audit at Citigroup, and Senior Manager within the Global Assurance Quality group, and Assurance Banking & Capital Markets group at PwC.

Nicola is a graduate from Lancaster University, UK (BSc Business Studies) and spent one year at City University of Hong Kong. She is an Associate Chartered Accountant with the Institute of Chartered Accountants in England and Wales, and a Certified Internal Auditor with the Institute of Internal Auditors.

Session 6 Future of Audit

Breiffni O Domhnaill

Breiffini O’Domhnaill

Sales Director, Propylon

Breiffni is qualified as a CA with Chartered Accountants Ireland and is a qualified auditor and tax consultant, working as Sales Director for Propylon, based in New York, covering legal and accounting solutions. He is also Director of Podcasts and a Business Ddevelopment leader for CAW Network USA.

Shane Rogers

Chartered Accountants Ireland FCA, CAW Network USA President

Shane is a Chartered Accountants Ireland FCA, CAW Network USA President and former Head of Audit – Swiss Re. Americas. A transformational leader with global experience in Investment Banking – supporting Sales, Trading and Capital Markets, Asset Management and Insurance / Reinsurance businesses. An experienced Chartered Accountant, Shane has managed highly motivated teams of professional accountants and internal auditors in North and South America. A proven leader within a progressive and agile approach to Audit, engaging with and supporting management in achieving their business goals, while retaining robust internal controls and promoting a controls-oriented culture.

Jackson Johnson

Jackson Johnson

President and founder of Johnson Global Accountancy (“JGA”)

Jackson Johnson is president and founder of Johnson Global Accountancy (“JGA”), a public accounting and consulting firm with clients throughout the world. JGA professionals work directly with PCAOB-registered accounting firms to help them identify, develop, and implement opportunities to improve audit quality.

Johnson founded JGA in 2017 following nearly six years with the PCAOB. In his role as inspector, he reviewed small and medium-sized accounting firms, including foreign affiliates of large international firms, evaluating quality control procedures and ICFR audits of financial statements.

Session 7 Presentation by Homeland Security Investigations – New York Cyber Division

Special Agent Police Badge

Presentation by United States Department of Homeland Security, Homeland Security Investigations – New York Office.


CAI Logo

Propylon® is a world leader in regulatory data processing and document management. With a large pool of expert consultants and analysts, and a world-class software development team dedicated to the regulatory domain, our expertise is informed by more than two decades serving governments, legal publishers, top ten accounting firms including the Big Four and heavily regulated organizations.

Propylon helps firms reach audit quality goals with a purpose-built, next-gen platform to drive consistent guidance across the organization.

fordham gabelli school of business

Fordham cultivates the next generation of business leaders. Located in New York City, the Gabelli School of Business provides a rigorous, industry-current education at the following levels:

  • Bachelor of Science
  • Master of Business Administration/Master of Science
  • PhD
Resilience Institute Logo

At Resilience Institute, we empower organizations and leaders who believe that when people grow, business grows. Our research demonstrates that effective business requires both performance and care. We measure and build the resilience of leaders, people and organizations. Over the past 20 years we have supported thousands of organizations worldwide with precision training programs and our evidence-based digital toolkit for individuals and teams. With a deep understanding of the modern workplace, our programs are based on the latest research in psychology and neuroscience while also delivering practical, actionable solutions that engage, inspire, and sustain positive change.

Sustain.Life is the SaaS platform—and Certified B Corporation™—that helps future-proof companies by decarbonizing and taking climate action. Launched in 2021, Sustain.Life provides ESG and carbon accounting tools that empower organizations to embrace sustainability, manage and mitigate carbon emissions, reduce costs, and stand out to customers, investors, and other stakeholders.

CLA Rectangular Logo

CliftonLarsonAllen LLP is a professional services network and the eighth-largest accountancy firm in the United States. It was established in 2012 with the merger of two U.S. firms: Clifton Gunderson LLP and LarsonAllen LLP. CLA is a member of the CLA Global accounting network.

Cential Logo

Cential helps organizations design, build, and operate efficient and effective risk management functions.

Cential help organizations on their journey from siloed governance and compliance to fully integrated risk management programs. Well designed risk management processes empower businesses to make better decisions to protect and grow the bottom line. Regardless of where you are in the process, they’ll put your needs first and help you implement the risk management processes that are best for you today, and develop a plan for your organization’s future risk management activities.


CFGI supports the Office of the CFO and Private Equity Sponsors with all your critical finance and accounting operations. They deliver the people, processes and technology solutions to solve all your operational finance and technical accounting challenges.

JGA Logo

Johnson Global Accountancy is dedicated to helping public accounting firms around the globe achieve the highest level of audit quality. Led by CPAs and former PCAOB inspection staff, JGA professionals are passionate and practical about working alongside firm leadership to ensure the right controls, policies and practices are implemented throughout the organization.

Siegfried Group work alongside financial executives across the nation on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, they provide unique Leadership Advisory combined with high potential talent.

Practus logo

Practus was born to disrupt the ‘consulting’ space by committing tangible outcomes. They are implementers who integrate people, proprietary processes, and technology to solve client problems. Practus provides ongoing transparency on project progress to clients, responsive course correction philosophy, and clear payback on fees through measurable outcomes.


June 8, 2023
9:00 am - 8:30 pm EDT
Event Category:


CAW Network USA
View Organizer Website


Fordham University
Fordham Law School 150W 62nd Street (Costantino Room, 2nd Floor)
New York, NY 10023 United States
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