From Forecasts to Finance Bots: EY’s Sam Peterson on the AI-Powered Future of Accounting
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.
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27:38
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27:38
AI Agents in Action: Real-World Applications and Top Misconceptions Debunked
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:
* How Trullion evolved AI specifically for accounting workflows
* What separates Trulli from generic large language models
* Real-world use cases of AI agents in daily financial operations
* The future of AI in audit, compliance, and reporting
* Why accountants will lead, not lose, in an AI-driven industry
This episode offers finance professionals a clear-eyed look at what AI means for your role today and where it's heading next.
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39:03
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39:03
Lease Accounting in Transition
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 (https://podcasts.apple.com/sg/podcast/the-lease-alert-podcast-sponsored-by-costar-real/id1766312631). Special Guest: Matt Waters.
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49:18
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49:18
Turn the CSRD delay into a strategic business win. Learn what steps you need to take
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.
Additional PwC resources:
Sustainability News Brief (https://www.pwc.com/us/en/services/esg/sustainability-news-brief.html?utm_source=FEI&utm_medium=podcast&utm_campaign=Promotion)
The CFO’s sustainability playbook for driving growth (https://www.pwc.com/us/en/services/esg/library/cfo-playbook.html?utm_source=FEI&utm_medium=podcast&utm_campaign=Promotion)
Don’t wait for the Omnibus proposals approval to start preparing for CSDDD (https://www.pwc.com/us/en/services/esg/library/omnibus-csddd.html?utm_source=FEI&utm_medium=Podcast&utm_campaign=Sponsored)
European Commission publishes ‘Omnibus’ proposals (https://viewpoint.pwc.com/dt/us/en/pwc/in_briefs/2025/2025-in-brief/int-european-commission-publishes-omnibus-proposals.html?utm_source=FEI&utm_medium=podcast&utm_campaign=sponsored)
PwC's Sustainability reporting guide (Register for free access) (https://viewpoint.pwc.com/user/gated-content.html?territory=us&locale=en_us&referrer=%7Bf547052b5ae59e8483ea96e199ab0b881028146d5de03846011d1ac7d67b3cb5dc31e4e59264721439bd6d9a49f9cf8c1d434bbf98c1d0a97dc46e66e094bff4a0bd574d459e5162dfbda6fca694601e8dd0fd3aa61810c36e4c53fdf0243eadd4deb9101401b61ae819e49ca9552c51b5b59f9a0bf2454bfae0c1f75830d9387307b96beef416eb60eb53cbe472c2f2%7D&isPremium=true&accessType=premium&isInternalOnly=false) Special Guest: Kevin O'Connell.
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33:43
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33:43
Avoiding the Trap of AI Washing
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.
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