The role of the finance function is evolving rapidly as organizations face increasing complexity, technological change, and demand for more strategic insight. This session will explore how finance leaders are transitioning from traditional reporting roles to strategic business partners.
Through a moderated discussion participants will examine how organizations are redefining finance team structures, prioritizing leadership and change management capabilities, and investing in upskilling to keep pace with emerging technologies. Attendees will gain practical insights into how these trends are playing out in the real world and how to adapt their teams, skillsets, and leadership approaches to remain effective in a changing environment.
Shifra Kolsky is the U.S. Controller and Chief Accountant for BMO Bank N.A., where she leads the U.S. accounting and reporting functions for a large, complex financial institution.
She brings more than two decades of experience in accounting leadership, financial reporting, internal controls, and finance transformation. Prior to joining BMO, Shifra served as Chief Accounting Officer and Controller at Discover Financial Services and began her career in the audit practices of Deloitte and Arthur Andersen.
Shifra is known for combining deep technical expertise with practical judgment, strong governance discipline, and clear communication on complex accounting and reporting matters.
She holds a BBA in Accounting from the University of Wisconsin-Milwaukee and is a Certified Public Accountant licensed in New York and registered in Illinois.
Geoffrey ‘Geof’ Brown, CAE, is president and CEO of the Illinois CPA Society (ICPAS), one of the largest state CPA societies in the nation. Brown also serves as president and CEO of CPAs for the Public Interest and ex-officio board member of the CPA Endowment Fund of Illinois.
A seasoned certified association executive (CAE), Brown has more than 20 years of experience as an association professional. Before joining ICPAS in 2022, he served as CEO of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of fee-only financial advisors, for nine years. Prior to NAPFA, Brown was an account executive with Sentergroup, an association manager at SmithBucklin Corporation, and held multiple positions with North-American Interfraternity Conference.
Brown served as the board chair for Association Forum and is an active member. He is also an active member in the American Society of Association Executives and is a board member for the AIDS Foundation of Chicago and the Association of Fraternal Leadership & Values. Brown earned his bachelor’s degree in government and politics from the University of Maryland.
PLEASE NOTE that this webinar is sponsored by Brilliant. By agreeing to register for this webinar, you are allowing the Illinois CPA Society to share your email and mailing address with this sponsor post-event.