In this episode of the FEI Podcast, Sam Peterson, EY’s Global Innovation Leader for Financial Accounting Advisory Services, explores the transformative impact of generative AI on the finance function. From the evolution of AI since its breakout moment to real-world use cases in FP&A, treasury, and financial reporting, Sam shares insights on how finance leaders can harness AI to drive efficiency, accuracy, and strategic value. The conversation also dives into emerging trends like agentic AI and reasoning models, and how professionals can prepare their teams for the future of work.

Special Guest: Sam Peterson.

In this deep-dive conversation, Isaac Heller (CEO, Trullion) and Shlomo Agishtein (Director of AI, Trullion) share how AI is reshaping the future of finance and accounting. From their origin stories to the development of Trulli, Trullion’s domain-specific AI, they break down what AI agents can really do, and what’s just hype.

You’ll learn:

This episode offers finance professionals a clear-eyed look at what AI means for your role today and where it's heading next.

Matt Waters unpacks the key insights from the 2025 Lease Accounting Outlook report, offering expert predictions on the future of compliance, technology, and regulatory change. Listen to Matt's podcast The Lease Report.

Special Guest: Matt Waters.

In this episode, we’re diving into the fast-changing world of global ESG reporting and regulation. FERF’s Managing Director of research, Dillon Papenfuss, sits down with Kevin O’Connell, PwC Sustainability Assurance Services Leader, to break down the latest EU sustainability proposals—including the two-year delay to CSRD reporting—and what it all means for U.S. companies with overseas operations. From long-term strategic planning and technological transformation to data-driven insights and AI integration, this discussion provides finance leaders with practical steps to navigate the complexities of global ESG requirements and achieve business success.

Sustainability News Brief

The CFO’s sustainability playbook for driving growth

Don’t wait for the Omnibus proposals approval to start preparing for CSDDD

European Commission publishes ‘Omnibus’ proposals

⁠PwC's Sustainability reporting guide (Register for free access)

Special Guest: Kevin O'Connell.

Sponsored By:

• PwC

This episode explores key considerations for AI-related SEC disclosures, including how companies can avoid regulatory pitfalls, tailor risk disclosures to their specific AI applications, and enhance board oversight of AI adoption.

Special Guests: Ryan Adams and Scott Lesmes.

Discover why finance professionals have been disappointed by generative AI in the past, how they are leveraging unstructured data today, why this landscape is shifting, and how to capitalize on a new paradigm.

Special Guest: Kris Bennatti.

Over the past several years, the debate around the 150-hour requirement for CPA licensure has centered on the need to streamline the accounting talent pipeline. But behind that discussion lies a broader, more ideological narrative—one that has been building over the past two decades—about the role of occupational licensing in general, and the CPA license in particular.

In this episode of the FEI Weekly Podcast, we speak with Dr. Edward Timmons, Associate Professor of Economics and Founding Director of the Knee Regulatory Research Center at West Virginia University. As you’ll hear, Dr. Timmons offers a unique perspective on the CPA licensure debate and breaks down the costs, consequences, and possible alternatives to the 150-hour rule—along with what reforms could mean for the future of accounting talent.

Special Guest: Dr. Edward Timmons.

Sponsored By:

• Trullion

With trade and tariffs top of mind for many corporations, we thought it was the perfect time to get insight from a professional who’s spent more than two decades in the field.

In this episode of the FEI Weekly Podcast, we speak with James Daly, the outgoing CEO of Allianz Trade Americas, a leader in trade credit insurance.

Daly, who is retiring after a 22-year tenure with the company, shares the key lessons he’s learned in the global trade arena—and how financial leaders can prepare for the uncertainty ahead.

Special Guest: James Daly.

Ayan Adam. We talk about Microsoft's role in integrating AI into finance and supply chain management, particularly through its Copilot tool. To learn more about impact of AI on financial and accounting governance and on workforce dynamics, register for FEI’s virtual conference AI in Finance and Accounting 2025: Managing Governance, Adapting the Workforce.

Special Guest: Ayan Adam.

In part one of our conversation with Dr. Suzanne Morsfield, we explored the fast-changing crypto regulatory landscape. Now, in part two of this FEI Weekly Podcast series, we turn to crypto payments—a growing focus for businesses as customers demand alternatives to cash and ACH.

Subscribe to FEI Weekly

Become an FEI member

Special Guest: Suzanne Morsfield.