Welcome to the 2023 IFAC EdExchange:
Integrity in a transforming World
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Day 1 Schedule
Start Time | End Time | Topic | Speaker |
---|---|---|---|
8:00 | 8:05 | Intro & Housekeeping | Helen Partridge |
8:05 | 8:20 | Opening Remarks | Asmaa Resmouki – President, International Federation of Accountants |
8:20 | 8:49 | Key Note – If Crime Never Stops, How Can Public Trust be Gained? | Julie Linn Teigland, Area Managing Partner, Europe, Middle East, India and Africa, EY |
8:49 | 8:50 | Intro | Helen Partridge |
8:50 | 9:19 | Accountability Unveiled: Lessons from South Africa’s State Capture Scandal | Freeman Nomvalo, Chief Executive Officer, South African Institute of Chartered Accountants |
9:19 | 9:29 | Break | |
9:29 | 9:30 | Intro | Helen Partridge |
9:30 | 10:05 | ICAEW Award Winning Video “All too Familiar” | Duncan Wiggetts, Chief Officer, Professional Standards Department, ICAEW |
10:05 | 10:55 | Unlocking Success: A Dynamic Discussion on the Power of Collaboration | Moderator, Chuck Salter, Senior Vice President, Editorial, Edelman New York |
Nicola Allocca – Chair of Anti-Corruption Committee, BIAC | |||
Michelle Giddings, ICAEW Head of AML and Operations | |||
Dorothea Malloy, Sr. Policy Advisor, U.S. Agency for International Development | |||
10:55 | 11:00 | Closing Reflections | Scott Hanson, Director, Policy & Global Engagement |
Day 1 Speakers
Helen Partridge
Chief Financial Officer, IFAC
Helen Partridge was named IFAC’s CFO in April 2023. She leads IFAC’s finance team, manages its sustainability and carbon footprint reporting, and provides counsel to IFAC’s CEO. Ms. Partridge is also IFAC’s Director, Accountancy Education, leading IFAC’s global approach to advancing accountancy education, including working with the International Panel on Accountancy Education and education directors at IFAC’s member organizations and the Forum of Firms member firms.
Prior to joining IFAC, Ms. Partridge was an accountant in practice, having spent 16 years in audit, advisory and audit systems design in the US and Asia Pacific. She has also served in the controllership function at a large multinational transportation company working with GAAP conversions, financial statement preparations and complex and significant transactions such as business combinations and tax planning. Ms. Partridge also serves on a not-for-profit board and is a CPA licensed in multiple states in the United States.
Asmaa Resmouki
President of International Federation of Accountants
Ms. Asmaa Resmouki has more than thirty years of experience in the profession, including serving as audit partner in the large auditing firms (Deloitte and EY) in Morocco. In 2020, she started her consultancy practice firm where she has been assisting different organizations in projects relating to the profession and to advisory services.
Ms. Asmaa Resmouki became IFAC President in November 2022. Prior to becoming President, Ms. Resmouki was appointed Deputy President in November 2020 after serving on the IFAC board since November 2017, originally nominated to the board by the Ordre Des Experts Comptables—Morocco. As Deputy President, Ms. Resmouki chaired the IFAC Planning and Finance Committee, having previously chaired the board’s Governance Subcommittee prior to her election as Deputy President.
Ms. Resmouki is a Past President of the Pan African Federation of Accountants (PAFA). She served on the PAFA Board since 2011, as vice president and chair of the Planning, Human Capital, and Financial Committee from 2013 to 2015 and as president from 2015 to 2017. Asmaa had also served in voluntary roles in the Moroccan accounting profession from 2008 to 2014, especially in Quality Control field.
Thanks to her diverse and wide experience, Ms. Resmouki has developed as a thought leader in the development and strengthening of the accountancy/auditing profession, as well as an expert in good corporate governance and best practices to manage and lead robust Boards and committees.
Julie Linn Teigland
Area Managing Partner, Europe, Middle East, India and Africa, EY
and member of the EY Global Executive
Julie is a member of the EY Global Executive and Area Managing Partner for Europe, Middle East, India and Africa (EMEIA). As EY EMEIA Area Managing Partner, Julie leads a geographic area comprising member firms with more than 150,000 people across 95 countries and representing combined revenues of over US$20b.
In this role she is responsible for all four business units, including assurance, tax, consulting, as well as strategy and transactions. Julie joined EY in 2001, has served as lead partner for several Fortune 500 clients and previously held a number of leadership roles within the international practice. Julie continues to serve clients as a senior advisor, contributing to large-scale transformation and change programs. Julie was recently named one of Fortune magazine’s Most Powerful Women International.
With three decades of experience in professional services for international clients, she believes that business has a responsibility in tackling global challenges and that growth must be sustainable and deliver value that will benefit all stakeholders. Julie is an active champion of women and the Global Leader for the EY Women. Fast forward initiative.
A member of the UN EQUALS Advisory Board, which is focused on connecting public and private sector to advance digital equality, Julie believes that technology represents a huge opportunity to accelerate the inclusion of females in the economy. She also serves on several boards across Europe and the US, such as JA Europe, the largest non-profit in Europe dedicated to preparing young people for employment and entrepreneurship, Atlantik Brücke and the American Council on Germany, both committed to building relationships between Germany, Europe and the US.
Born in the US, Julie has accumulated over 30 years of international experience with terms in the Netherlands, Germany and now the UK. She studied business in Heidelberg, Frankfurt and Paris and qualified as a US Certified Public Accountant.
Freeman Nomvalo
Chief Executive Officer, South African Institute of Chartered Accountants
Freeman is the CEO of the South African Institute of Chartered Accountants. He is a non-executive director of various companies. He was the CEO of the State Information Technology Agency. With over 30 years’ work experience, of which at least 25 were at a senior level in the public and private sectors. He was the first African and longest-serving Accountant-General of South Africa. During this time, he served on multiple public sector boards. He led the team that drafted and presented the Audit Profession Act 2005 and worked with 18 Caribbean countries at the request of the Commonwealth Secretariat to develop their country governance frameworks. HE established a leadership training programme for National Treasury which benefited Senior Management at the National Treasury. Freeman assisted Judge Christopher R Nicholson in the committee on the ministerial probe into the financial affairs of Cricket South Africa. He recently served on the Ntsebeza Inquiry into certain SAICA members employed by KPMG South Africa during various engagements with public and/or private entities.
Duncan Wiggetts
Chief Officer, Professional Standards Department, ICAEW
Duncan qualified as a solicitor in 1992 after obtaining a LLB law degree from Nottingham University in 1989. After spending an initial period of 10 years in legal private practice specialising in high value commercial disputes and independent investigation work, Duncan spent nearly 9 years at PwC before leaving in 2009 for another five years back in legal private practice.
Duncan joined ICAEW in 2014 as Director of the Conduct Department (CD). He subsequently moved up to his current position as Chief Officer, Professional Standards Department in June 2016 where he has oversight over all of ICAEW’s regulatory and disciplinary work.
Since 2005, as a sideline to the day job, Duncan has written seven drama films highlighting dilemmas faced by accountants and directors including the ICAEW films All Too Familiar, False Assurance and Without Question. Duncan’s films have been used in training, shown at events and screened in boardrooms all around the world. Duncan was recognised in 2013 by the Wall Street Journal as “the accidental mogul of corporate film-making”.
Chuck Salter
Senior Vice President, Editorial, Edelman New York
Chuck oversees editorial strategy and content for companies and organizations, helping them tell timely and social-driven stories with a journalistic sensibility across digital, video, audio, print and on stage. Prior to Edelman, he covered innovation for 20 years as a nationally award-winning senior writer and senior editor at Fast Company, where he profiled many of the world’s leading companies, created new storytelling platforms, such as live narratives, and moderated events at CES, SXSW, Chicago Ideas Week and the Fast Company Innovation Festival. His journalism has also appeared on This American Life and in The New York Times Magazine, The Washington Post and other publications.
Nicola Allocca
Chair of Anti-Corruption Committee, BIAC
Senior executive with proven experience in international MNEs (EU, UAE, Brazil, China), specifically in Governance, Finance & Control functions; specialized in Risk Management, Anticorruption, Performance Improvement and Strategic Consulting; expert in transformation programs and change management. Chair of the Business at OECD Anticorruption Committee. Member of the B20 India ESG in Business Action Council and Inclusive GVCs for Global Trade and Investment Task Force. International MBA oriented in communication, with focus on problem solving, organization and active listening. Active collaboration as Faculty with Universities in Master programs. Consolidated experience in management of cross-cultural teams with diverse backgrounds, within complex and dynamic contexts.
Michelle Giddings
ICAEW Head of AML and Operations
Michelle Giddings is ICAEW’s Head of AML with operational responsibility for the AML supervision of ICAEW’s 11,000 AML-supervised firms. She is co-Chair of the Accountancy AML Supervisors Group and was Chair of the AML Supervisors’ Forum in 2021. Michelle qualified as a Chartered Accountant in 2005, completing her training contract at a Big Four firm and working within audit for Professional Services firms. In 2009, Michelle joined ICAEW’s Quality Assurance Department as a Senior Manager, leading monitoring reviews to larger, higher-risk firms and managing a team of reviewers conducting monitoring reviews across the country. In 2019, she was co-chair on the FATF Risk-based Approach Guidance for the Accountancy Profession.
Dorothea Malloy
Sr. Policy Advisor, U.S. Agency for International Development
Dorothea Malloy is the Senior Advisor to the Chief Financial Officer (CFO) at the U.S. Agency for International Development (USAID). She holds an active license as a U.S. Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and U.K. Chartered Public Finance Accountant (CPFA). She has experience as a public accountant and tax practitioner, University Associate Professor, and Federal Government service at the U.S. Department of the Treasury and USAID
Scott Hansen
Director, Policy & Global Engagement, IFAC
As Director, Policy & Global Engagement, Scott Hanson is responsible for coordinating IFAC’s engagement strategy with global organizations and non-accountancy stakeholders. Mr. Hanson also leads IFAC’s policy and advocacy related to anti-corruption, anti-money laundering and economic crime, and oversees IFAC’s engagement in donor-funded capacity building initiatives.
Mr. Hanson began his career in markets supervision roles at NYSE Regulation and FINRA (the Financial Industry Regulatory Authority) in New York, before transitioning into international regulatory policy at FINRA in Washington, DC.
Mr. Hanson then worked in regulatory policy within the European System of Financial Supervision at the Central Bank of Ireland (Dublin), touching on diverse policy areas across the Bank and leading the establishment of the Central Bank of Ireland’s Innovation Hub.
Mr. Hanson holds a B.A. from the University of Chicago, a J.D. from Brooklyn Law School, and has been to over 80 countries.
Day 2 Schedule
Start Time | End Time | Topic | Speakers |
---|---|---|---|
08:00 | 08:05 | Intro & Housekeeping | Bruce Vivian |
08:05 | 08:25 | Championing Transparency: Navigating the Path to Integrity in Sustainability Reporting | Laurie Endsley, Vice-Chair of the International Ethics Standards Board for Accountants |
08:25 | 08:45 | The Crucial Role of Assurance in High-Quality Sustainability Reporting | Warren Maroun, IAASB member and Professor of Accounting and Auditing at the University of the Witwatersrand’s School of Accountancy, |
08:45 | 08:46 | Introduction | Bruce Vivian |
08:46 | 09:15 | Sustainability Reporting: Strategies for Trust and Integrity Amidst the Greenwashing Challenge | David Madon, Director of Sustainability, Policy & Regulatory Affairs, IFAC |
09:15 | 09:25 | Break | |
09:25 | 09:26 | Introduction | Bruce Vivian |
09:26 | 10:40 | Professional Accountants’ Vital Role in Safeguarding Sustainability Reporting Integrity | Stathis Gould, Director of Member Engagement, IFAC |
Rients Abma, Executive Director, Eumedion | |||
Helle Bank Jorgensen, CEO and Founder, Competent Boards | |||
Yoichi Mori, Chair, Corporate Disclosure Committee and Technical Director, JICPA | |||
Linda Kidwell, Professor, Nova Southeastern University in the US | |||
10:40 | 10:41 | Introduction | Bruce Vivian |
10:41 | 10:55 | Case Study: Ensuring Integrity in Sustainability Reporting and Disclosure – and Avoiding the Risk of Greenwashing | Julie Greene – Chief Sustainability Officer at Olam Group |
10:55 | 11:00 | Closing | Anne-Marie Vitale, Chair, International Panel on Accoutancy Education |
Day 2 Speakers
Bruce Vivian
Head of Accountancy Education, IFAC
Bruce qualified as a Chartered Accountant in South Africa in 2006. He started his career by spending six years with PwC in assurance before taking a three-year hiatus to serve in his local church as a youth pastor. In 2013, he joined the learning & development unit at the Auditor-General South Africa as a manager for technical learning. He graduated with a Master of Commerce (Accounting) in 2016.
Before joining IFAC, Bruce served as Senior Manager of Professionalization at the African Organisation of English-speaking Supreme Audit Institutions (AFROSAI-E), where he led the establishment of the African Professionalisation Initiative. In this role, he also contributed to various professionalization activities in the International Organization of Supreme Audit Institutions (INTOSAI) community. He was a member of the task force that developed INTOSAI’s new auditor competence standard: ISSAI 150. He contributed as a content developer for the INTOSAI Development Initiative’s Professional Education for SAI Auditors (PESA) project.
Bruce joined the IFAC staff in mid-2021 as a Principal. His responsibilities initially included member engagement and being the staff lead to the PAO Development & Advisory Group. In 2023, he was appointed as IFAC’s Head of Accountancy Education.
Laurie Endsley
Vice-Chair of the International Ethics Standards Board for Accountants
Laurie C. Endsley joined as a Member of IESBA in January 2020, after being nominated by PwC. Ms. Endsley is a partner with PwC and has worked for more than 30 years as an auditor and attorney. Laurie is based in the New York office and serves as Deputy Global General Counsel and Global Chief Ethics & Compliance Officer for the PwC network. Laurie is a member of the PwC Network Risk & Quality Executive and in that capacity leads the PwC Network Monitoring Group. Laurie is also a member of the Global Regulatory Policy Board.
Laurie previously served as the general counsel for the PwC Network Assurance LOS, as the PwC Central & Eastern European Regional General Counsel & Chief Risk Officer, as well as a member of the PwC CEE Management Board. Before these assignments, she served as the Chief of Staff in the Office of the Global CEO and Global Managing Partners. Laurie also worked for PwC in Russia as General Counsel, Chief Risk & Operating Officer, and as a member of the PwC Russia leadership and board.
Laurie is a CPA and lawyer, and holds an honours undergraduate degree in accounting from Wayne State University, a J.D. cum laude from The University of Michigan Law School, and an MBA cum laude from the University of Chicago.
Warren Maroun
IAASB member and Professor of Accounting and Auditing at the University of the Witwatersrand’s School of Accountancy
Warren Maroun is a Professor of Accounting and Auditing at the University of the Witwatersrand’s School of Accountancy. He joined the IAASB’s Board in January 2022 having been nominated by the South African Institute of Chartered Accountants.
Prior to joining the Board, Mr. Maroun consulted widely on matters related to financial accounting, auditing and integrated reporting. He also serves as the editor of Meditari Accountancy Research and is an Associate Editor of Accounting, Auditing and Accountability Journal. Before joining academia, Mr. Maroun served in different capacities at PricewaterhouseCoopers. He has served on different task forces, working groups and committees for the Integrated Reporting Committee of South Africa, the Independent Regulatory Board for Auditors and the Chartered Governance Institute of Southern Africa.
Mr. Maroun has published several books and book chapters and is an author on numerous academic papers dealing with technical and theoretical developments in corporate reporting and assurance. He earned his Masters in Accountancy from the University of the Witwatersrand and a PhD from Kings’ College London. He is a member of the South African Institute of Chartered Accountants and the Chartered Institute of Management Accountants.
David Madon
Director of Sustainability, Policy & Regulatory Affairs, IFAC
Mr. Madon joined IFAC in 2019, where he is Director – Sustainability, Policy & Regulatory Affairs. He is responsible for developing and coordinating IFAC’s sustainability policy and advocacy activities in addition to conducting research, policy development, and engagement with respect to a range of topics and stakeholders, including industry organizations, regulators, public authorities, and institutional investors. Mr. Madon’s areas of expertise include sustainability/ESG, corporate reporting, financial audit quality/reform, sustainability assurance, ethics, investor protection, financial market regulation, and credit markets. Most recently, he has focused on the development of a global reporting system (including assurance) for sustainability/ESG information. Prior to IFAC, Mr. Madon represented the IFRS Foundation in the U.S. for nearly a decade, during which he focused on building institutional investor relationships, funding-raising, and the adoption of IFRS Standards by U.S. publicly traded companies. Prior to his public policy work, Mr. Madon spent twenty-five years in financial services, most recently as a Managing Director at Dresdner Kleinwort Wasserstein. He holds a Masters in Public Administration-MC from the Harvard Kennedy School, an MBA in Finance from The University of Chicago Booth School of Business, and a BS in Management-Accounting from Purdue University Northwest.
Stathis Gould
Director of Member Engagement, IFAC
Stathis Gould is responsible for IFAC member engagement and leads IFAC’s advocacy for professional accountants working in business (PAIB) and the public sector. A key element of his work is developing thought leadership and guidance in support of enhancing the recognition of and confidence in professional accountants as CFOs, business leaders, and value partners in the context of sustainability/ESG, data and digital transformation, and other emerging business trends and issues.
Before joining IFAC, Stathis worked at the Chartered Institute of Management Accountants (CIMA), where he was responsible for planning and overseeing a program of policy and research that promoted and developed management accountancy. Prior to serving the accountancy profession, he worked in various roles in the private and public sectors in the UK. There, Stathis delivered financial and performance management in the National Health Service and worked for a technology company responsible for delivering the localization of software and content across the globe.
Stathis holds a BA in European Business Studies, an MBA (with distinction), and a postgraduate certificate in Environmental Management, Economics, and Policy. He is a member of the Institute of Management Accountants.
Rients Abma
Executive Director, Eumedion
Mr. Rients Abma has been the Executive Director of Eumedion since the 1st of January 2006. Eumedion is the Dutch Corporate Governance and Sustainability Platform for Institutional Investors. Between 2000 and 2005, Abma worked at the Ministry of Finance as a senior policy advisor in the corporate governance area. In 2003 he was the secretary of the “Tabaksblat” Committee (the Dutch Corporate Governance Committee) and between 2004 and August 1, 2005 secretary of de Monitoring Committee Corporate Governance Code (Frijns Committee). Between February 1996 and February 2000 he worked as the secretary of Economic Affairs at the employers’ federation VNO-NCW. Between July 2007 and September 2011, Abma was Board member of the International Corporate Governance Network (ICGN). Rients Abma earned his Masters degree in General Economics, with concentrations in Monetary Economics, from the University of Groningen.
Helle Bank Jorgensen
CEO and Founder, Competent Boards
Helle Bank Jorgensen is the CEO of Competent Boards, which offers the global online ESG Competent Boards Certificate and Designation Program with a faculty of over 100 renowned international board members, executives and experts.
Helle has a 30-year track record in turning environment, social, governance (ESG), climate and sustainability risks into innovative and profitable business opportunities. She has worked with many global Fortune 500 board members and executives, as well as smaller companies and investors.
Yoichi Mori
Chair, Corporate Disclosure Committee and Technical Director, JICPA
Mr. Mori is the Technical Director of the Japanese Institute of Certified Public Accountant (JICPA).
He is also involved in several fields related to sustainability, including development of Clean Development Mechanism project in Asian countries; policy development of public sectors, especially on climate change and consultancy on corporate strategy; and disclosure as a private consultant.
Mr. Mori is also a member of several committees related to sustainability for the Japanese government.
Linda Kidwell
Professor, Nova Southeastern University in the US
Dr. Linda Kidwell is an Associate Professor of Accounting, teacher and researcher, who aims to prepare students to be ethical professional accountants and to better understand ethical business behavior and its correlates. Much of her research is directed at accounting ethics and accounting ethics education, as well as governmental accounting.
She studied efforts to combat corruption in public procurement during her Fulbright year in Romania, and researched factors associated with followers of unethical leaders. She also worked on developing a stakeholder model of public sector financial reporting standards.
Julie Greene
Chief Sustainability Officer at Olam Group
Julie Greene is the Chief Sustainability Officer of Olam Group and Olam Agri, a leading agri-business with a mission to transform agriculture for a more sustainable and food secure future. With a career spanning 20 years across Africa and Asia, Julie champions responsible private sector development as a means to socio-economic progress. At Olam, Julie spearheads the 2030 Sustainability Goals and strategies across its multiple businesses and geographies. She established her career in transformative social and community development initiatives in Sierra Leone, including rural development projects with German development cooperation GIZ and relief programmes at the International Rescue Committee. Julie currently serves as Chair of the African Cotton Foundation.
Anne-Marie Vitale
Chair, International Panel on Accoutancy Education
Anne-Marie Vitale is the chair of the International Panel on Accountancy Education and the former chair of the International Accounting Education Standards Board in July 2012.
Ms. Vitale currently serves in PwC’s Office of the General Counsel in a forensic capacity working on US Securities and Exchange Commission, US Public Company Accounting Oversight Board, and litigation related matters. Previously, she was on tour in the National Quality Organization of PwC as the Assurance Learning and Development Leader. In addition to establishing the strategic direction for learning and development, she led PwC’s efforts to leverage continuous professional education as a means to directly improve audit quality.
As an Audit Partner with more than 25 years of experience in the technology industry group serving emerging and multinational public companies in various business sectors, including semiconductors, computers and networking, software, and medical devices, Ms. Vitale has provided technical advice to both emerging and large multinational public companies on a wide variety of accounting and reporting matters. She also has extensive experience in public offerings of equity and debt securities.
Prior to joining PwC, Ms. Vitale worked at a multinational corporation that provided scientific, engineering, systems integration, and technical services.
Ms. Vitale is a member of the American Institute of CPAs, the California Society of CPAs and a certified global management accountant. She also is on the Board of Directors of the Silicon Valley Directors’ Exchange, a non-profit organization that provides a forum for education and current issues impacting directors of public and private companies. Ms. Vitale has an MBA with an emphasis in finance from the University of San Diego (US) and a Bachelor of Science in Combined Science from Santa Clara University (US).
Day 3 Schedule
Start Time | End Time | Topic | Speaker |
---|---|---|---|
08:00 | 08:10 | Intro | Helen Partridge |
08:10 | 08:40 | Ethics and AI: Tackling Risks Head-On and Shaping Ethical Ais | Dr. Kendra Vant, Director Europa Labs |
08:40 | 08:41 | Introduction | Bruce Vivian |
08:41 | 09:15 | The Art of Teaching Ethics in AI | Dr. Cory Ng, CFO, Pennsylvania Insitute of CPAs |
09:15 | 09:25 | Break | |
09:25 | 09:26 | Introduction | Bruce Vivian |
09:26 | 10:10 | Balancing Innovation and Ethics: AI Policy and Practical Insights | Anastasia Chalkidou, Co-founder, Quantum BITS |
Thomas Boué, Director General, Policy Business Software Alliance | |||
Alon Amit, VP Product Management, Intuit | |||
10:10 | 10:50 | [Bonus Session] Global Ethics Day 2023: Unraveling the Origins of Our Ethics | International Ethics Standards Board for Accountants |
10:50 | 10:51 | Introduction | Helen Partridge |
10:51 | 11:00 | Closing Remarks | Kevin Dancey, Chief Executive Officer, IFAC |
Day 3 Speakers
Bruce Vivian
Head of Accountancy Education, IFAC
Bruce qualified as a Chartered Accountant in South Africa in 2006. He started his career by spending six years with PwC in assurance before taking a three-year hiatus to serve in his local church as a youth pastor. In 2013, he joined the learning & development unit at the Auditor-General South Africa as a manager for technical learning. He graduated with a Master of Commerce (Accounting) in 2016.
Before joining IFAC, Bruce served as Senior Manager of Professionalization at the African Organisation of English-speaking Supreme Audit Institutions (AFROSAI-E), where he led the establishment of the African Professionalisation Initiative. In this role, he also contributed to various professionalization activities in the International Organization of Supreme Audit Institutions (INTOSAI) community. He was a member of the task force that developed INTOSAI’s new auditor competence standard: ISSAI 150. He contributed as a content developer for the INTOSAI Development Initiative’s Professional Education for SAI Auditors (PESA) project.
Bruce joined the IFAC staff in mid-2021 as a Principal. His responsibilities initially included member engagement and being the staff lead to the PAO Development & Advisory Group. In 2023, he was appointed as IFAC’s Head of Accountancy Education.
Dr. Kendra Vant
Director Europa Labs
With seven years creating AI-powered SaaS products with global reach, Dr Kendra Vant is an industry leader in harnessing AI and machine learning to solve complex problems with real world impact. Most recently, she was the Executive GM of Data and AI Product at Xero, leading the work to help small businesses and their advisors benefit from the power of data and insights. Starting with doctoral research in experimental quantum physics at MIT and a stint building quantum computers at Los Alamos National Laboratory, Kendra has made a career of solving hard problems and pushing the boundaries of what’s possible. She currently consults to executives, boards and founders on practical & ethical applications of AI and is the author of Data Runs Deep, a weekly newsletter exploring the impacts of data and AI in the world today.
Before joining IFAC, Bruce served as Senior Manager of Professionalization at the African Organisation of English-speaking Supreme Audit Institutions (AFROSAI-E), where he led the establishment of the African Professionalisation Initiative. In this role, he also contributed to various professionalization activities in the International Organization of Supreme Audit Institutions (INTOSAI) community. He was a member of the task force that developed INTOSAI’s new auditor competence standard: ISSAI 150. He contributed as a content developer for the INTOSAI Development Initiative’s Professional Education for SAI Auditors (PESA) project.
Bruce joined the IFAC staff in mid-2021 as a Principal. His responsibilities initially included member engagement and being the staff lead to the PAO Development & Advisory Group. In 2023, he was appointed as IFAC’s Head of Accountancy Education.
Dr. Cory Ng
CFO, Pennsylvania Institute of CPAs
Dr. Cory Ng is the Chief Financial Officer and Vice President of Administration of the Pennsylvania Institute of Certified Public Accountants in the United States. Ng also serves as an Adjunct Associate Professor at the Fox School of Business at Temple University.
Prior to his current CFO role, Ng was an Associate Professor of Instruction at Temple University, where he taught courses focused on data analytics for accountants at the undergraduate and graduate levels. Ng served as the Deputy Chair in the Department of Accounting and the Academic Director of the Master of Accountancy Program. He also served as the Director of the Accounting Institute, a summer program that introduces high school students to career opportunities in accounting. Ng has received awards for teaching, research, and service, including the Musser Award for Excellence in Teaching, the Master of Accountancy Faculty of the Year Award, Translational Research Awards for Excellence in Practice Research and Pedagogical Research, and the Accounting Student Professional Organization Award. Ng co-authored a book entitled Artificial Intelligence in Accounting: Practical Applications by Routledge.
Ng earned his Doctor of Business Administration degree from Wilmington University, his MS in Accounting from Drexel University, and his BS in Economics from the Georgia Institute of Technology. Ng completed executive education coursework in artificial intelligence at the Massachusetts Institute of Technology. He is also a licensed CPA in Pennsylvania, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
Anastasia Chalkidou
Co-founder, Quantum BITS
Anastasia is a graduate of the Athens University of Economics and Business and an ACCA member since 2011. Her 20-year career combines expertise in auditing at PwC Greece, financial services at EFG Eurobank and lobbying for the accountancy profession in Brussels at Accountancy Europe until 2014, when she co-founded Quantum BITS, a company providing accounting, tax and IT services. She has been a lecturer in Accounting and Finance bachelor, post-graduate programs and certifications until 2021 and cooperates as a pro bono mentor with many non-for-profit organizations and institutions promoting entrepreneurship in Greece. Since 2022 she has been elected as member of the ACCA Global Council, the first ever from Greece in the 109 years of its history.
Thomas Boué
Director General, Policy Business Software Alliance
Thomas Boué oversees the BSA | The Software Alliance’s public policy activities in the Europe, Middle East and Africa region. He advises BSA members on public policy and legal developments and advocates the views of the ICT sector with both European and national policy makers. He leads on security and privacy issues as well as broader efforts to improve levels of intellectual property protection and to promote open markets, fair competition, and technology innovation in new areas such as cloud computing.
Prior to joining BSA, Boué served as a consultant in Weber Shandwick where he advised clients on a wide range of technology and ICT-related policy issues and represented them before the EU institutions and industry coalitions. In this role, he also served as policy and regulatory adviser for both EU and US telecom operators. Prior to that Boué worked for the EU office of the Paris Chamber of Commerce and Industry where he was responsible for the lobbying activities towards the EU Institutions in the areas of trade, education, and labor, as well as for the organization and running of seminars on EU affairs for SMEs and business professionals.
Boué holds a Master of Business Administration from the Europa-Insitut (Saarbrücken, Germany), a Certificate of Integrated Legal Studies (trilateral and trilingual Master’s degree in French, English, German and European Law, from the Universities of Warwick (UK), Saarland (Germany) and Lille II (France) as well as a Bachelor of Arts in Law from the University of Lille II, France. He is based in BSA’s Brussels office.
Alon Amit
Vice President, Product Management, Intuit
Alon Amit leads Product for Intuit’s Analytics, AI, and Data organization, building the technologies and products powering Intuit’s transformation into an AI-driven expert platform. Data production, discovery and consumption environments, as well as AI platforms, smart products and reusable services, are among the layers developed by this organization. Alon joined Intuit through the acquisition of Origami Logic, where he was co-founder and Chief Product Officer. Prior to founding Origami, he held senior product roles at Facebook and Google, and previously at Compugen, a biotechnology company. Alon holds a Ph.D. in mathematics from the Hebrew University, Jerusalem, and a B.Sc. in mathematics, physics and computer science from the same institute. He serves on the board of Proof School, a San Francisco school for kids who love math, and enjoys teaching in Math Circles around the Bay Area, cycling and playing the piano.
Helen Partridge
Chief Financial Officer, IFAC
Helen Partridge was named IFAC’s CFO in April 2023. She leads IFAC’s finance team, manages its sustainability and carbon footprint reporting, and provides counsel to IFAC’s CEO. Ms. Partridge is also IFAC’s Director, Accountancy Education, leading IFAC’s global approach to advancing accountancy education, including working with the International Panel on Accountancy Education and education directors at IFAC’s member organizations and the Forum of Firms member firms.
Prior to joining IFAC, Ms. Partridge was an accountant in practice, having spent 16 years in audit, advisory and audit systems design in the US and Asia Pacific. She has also served in the controllership function at a large multinational transportation company working with GAAP conversions, financial statement preparations and complex and significant transactions such as business combinations and tax planning. Ms. Partridge also serves on a not-for-profit board and is a CPA licensed in multiple states in the United States.
Linda Biek
Director, IESBA
Dr. Linda Biek joined IESBA as Director in 2023. Her role involves, inter alia, interaction with the IESBA’s Emerging Issues Oversight Committee, the Technology Working Group, and the International Auditing and Assurance Standards Board on matters of mutual interest.
Before her current position, Dr. Biek held several notable roles. She has served as the Head of Investigations and Compliance for Hong Kong’s Accounting and Financial Reporting Council and, previously, Director of Compliance for the Hong Kong Institute of Certified Public Accountants. In these roles, she was responsible for overseeing all investigations and ensuring professional accountants’ compliance with accounting, auditing, and ethics standards in Hong Kong. Before moving to Hong Kong, Dr. Biek represented the National Association of State Boards of Accountancy both nationally and internationally. Furthermore, she served as the Executive Director of the Tennessee State Board of Accountancy and began her career as an auditor with KPMG in California.
Dr. Biek is a Certified Public Accountant in both Tennessee and Hong Kong. She holds a Doctorate in Business Administration (DBA) from the City University of Hong Kong, as well as a Master of Accountancy and a Bachelor of Business degree from East Tennessee State University.
Sri Ramamoorti
Associate Professor of Accounting, University of Dayton
Dr. Sri Ramamoorti is an Associate Professor in the Department of Accounting and teaches financial and managerial accounting, fraud and forensic accounting as well as accounting and business ethics. Possessing a blended academic-practitioner background, he was previously on the faculties of the University of Illinois and Kennesaw State University, worked as a principal at Andersen Worldwide, was National EY SOX Advisor, and as a corporate governance partner with Grant Thornton. He has published in academic journals such as Management Science, Journal of Management Accounting Research, Journal of Information Systems, and Issues in Accounting Education, as well as in practitioner journals such as The CPA Journal, Internal Auditor, and Strategic Finance. He is a member of the editorial board of the Journal of Information Systems as well as The CPA Journal. A former member of the Standing Advisory Group of the PCAOB, he has served on the Board of Trustees for both the Institute of Internal Auditors (IIA) and Financial Executives International (FEI) Research Foundations. He has regularly presented at AAA Annual meetings, and at several professional Conferences.
Paul Muthaura
IESBA
Paul Muthaura became an independent member of the IESBA in January 2023.
Mr. Muthaura is an independent consultant supporting on one hand, the development of capital markets in emerging African jurisdictions; On the other hand, he drives the twinning of realizable transitions to greater resilience, inclusion and carbon neutrality with the stimulation of economic value in developing economies. He is the Africa Chair for the Impact Infrastructure Commission; a Board Member of ICEA LION Asset Management; an Independent Member of the Financial Sector Deepening Trust, Kenya; and a Member of the Securities Advisory Board of the Toronto Centre for Global Leadership in Financial Supervision.
Mr. Muthaura has previously been the Chief Executive Officer of ICEA LION General Insurance Kenya, the first African member of the Financial Stability Board TCFD insurer pilot group. Prior to that, he was the Chief Executive of the Capital Markets Authority of Kenya. In his term at CMA, he was the Africa and Middle East Regional Committee Chair on the Board of the International Organization of Securities Commissions (IOSCO); Chairman of the Consultative Committee of the East African Securities Regulatory Authorities; and a member of the Financial Stability Board (FSB) Regional Consultative Group for Sub-Saharan Africa.
Kam Leung
Principal, IESBA
Kam Leung joined the IESBA technical team in August 2020, and currently leads the Use of Experts Project and the two Technology work-streams. She also supported the Non-Assurance Services project. In her capacity, she provides technical direction and support on developing IESBA pronouncements and manages the Board’s relationship with major stakeholders.
Through her prior roles at PwC, Prudential Corporation Asia, and the Hong Kong Institute of CPAs, Ms. Leung has a broad range of experience in managing audits, management reporting, and standard setting.
Ms. Leung has a Bachelor of Science in Biology and a Bachelor of Arts in Political Science from the University of California San Diego. She is a certified public accountant and a member of the Hong Kong Institute of CPAs and an associate member of the New York State Society of CPAs.
Kevin Dancey
Chief Executive Officer, IFAC
Kevin Dancey, CM, FCPA, FCA became IFAC’s Chief Executive Officer in January 2019.
Mr. Dancey has a long history of leadership in the accountancy profession as well as in public service. As Canadian Institute of Chartered Accountants President and CEO, Mr. Dancey led the Canadian accountancy profession’s unification, becoming CPA Canada’s first President and CEO after the merger. His experience also includes serving as the Assistant Deputy Minister, Tax Policy, at Finance Canada (1993-1995), on the Canadian Auditor General Panel of Senior Advisors (2006-2015) and as an Auditing and Assurance Standards Oversight Committee member (2017-2018) and CCAF-FCVI Inc. board member (2008-2013).
Mr. Dancey’s international accountancy experience includes the Public Interest Oversight Board (2017-2018), the IFAC board (2006-2012) and the Global Accounting Alliance (2006-2016), where he was also Chair from 2008 to 2012.
Prior to joining the Canadian Institute of Chartered Accountants, Mr. Dancey was PwC’s Canadian Senior Partner and CEO and was a PwC Global Leadership Team member from 2001-2005. He was national tax practice leader for Coopers & Lybrand before the merger with Pricewaterhouse.
Mr. Dancey currently chairs Finance Canada’s Departmental Audit Committee and is on the Advisory Board of the CPA Canada Martin Family Initiative, which mentors Canadian indigenous youth, having previously served as the National Coordinator for the program. He is also a Senior Fellow at the CD Howe Institute, a Canadian research institute dedicated to raising living standards through economically sound public policies.
Mr. Dancey is a Fellow at CPA Ontario, where he first qualified, and a member of CPA Canada. He holds a Bachelor of Arts (Hon.) in Mathematics & Economics from McMaster University (Canada).