Exit ready - The portfolio company playbook

The SEC's agenda is set to reshape the landscape of public company reporting. With major proposals on the table that could alter everything from reporting frequency to filer status definitions and offering rules, how can finance leaders prepare for what's next? In this episode, host Melissa Rocha is joined by Brian Breheny, a partner at Skadden and former SEC deputy director who oversaw the rulemaking process. Brian offers a deep dive on how SEC rules get made - from concept release to final adoption - and offers his perspective on the current proposals for semiannual reporting, filer status, registered offerings and the modernization of Regulation S-K. • 00:25 – Introductions • 01:40 – What's different about the SEC's current rulemaking environment? • 04:50 – The rulemaking process explained: From concept release to final rule • 10:55 – The role of commissioners and the White House in the process • 15:15 – Deep dive: The semiannual reporting proposal • 21:45 – Deep dive: Proposed changes to filer status definitions • 26:05 – Deep dive: The registered offering reform proposal • 32:55 – What to expect from the Regulation S-K modernization initiative • 35:30 – How management and audit committees should prioritize their focus

Explore the NAIC's focus on AI governance, IMR and updates to RBC for insurers. 00:20 - Shaping the future: NAIC's 2026 strategic priorities 04:15 - The new rules of accounting: IMR and hedging derivatives 14:15 - Capital under the microscope: CLOs and RBCs 19:40 - Actuarial frontiers: Navigating VM-22 updates 21:20 - Regulating the tech era: AI governance and vendor oversight 29:15 - Final takeaways: Preparing for regulatory change

What if we told you that you've been using derivatives and hedging your whole life? Agreeing to buy concert tickets for a show six months away? That's a derivative. Putting a deposit down on a new car? Also a derivative. In this episode of our By Analogy series, we argue that nearly every forward-looking decision you make is a derivative in its purest form, a bet where the payoff depends on something else in the future. Plus, we'll show you how the logic you might use to hedge a risky dinner order is the same logic CFOs use to manage billions of dollars in risk. Join host Nick Tricarichi and KPMG partners, Patrick Garguilo and Mahesh Narayanasami, as they break down these intimidating financial tools using simple, everyday analogies.

In this episode, host Nick Tricarichi is joined by KPMG Partner Nick Burgmeier. Together, they provide a strategic playbook for financial leaders, deconstructing the portfolio company lifecycle and revealing how to make the critical accounting choices that pave the way for a smooth and valuable exit, whether it's an IPO, a strategic sale or a continuation fund.

In this episode, host Nick Tricarichi is joined by KPMG Partner Nick Burgmeier. Together, they provide a strategic playbook for financial leaders, deconstructing the portfolio company lifecycle and revealing how to make the critical accounting choices that pave the way for a smooth and valuable exit, whether it's an IPO, a strategic sale or a continuation fund.

How is AI really being used in accounting and finance? We went directly to the source for answers! In this episode, we welcome Alex Gee, Head of Financial Integrity at OpenAI, who pulls back the curtain to show how the company behind ChatGPT is actively deploying its own technology to transform its finance and accounting. Tune in to see demos of these real-world use cases in action. • 00:05 - Introduction • 02:00 - Open AI's strategy for integrating AI in its accounting and finance functions • 13:10 - Setting the foundation for AI agents • 21:20 - Demo: AI agents for risk management • 26:50 - Demo: Using vibe for tax return forms • 36:35 - Demo: Using AI-powered financial modeling for warrants

In this episode of The Sustainability Report, KPMG professionals Louise Santacruz and Bryce Ehrhardt shift the conversation around sustainability regulations from what the rules say to what it takes to put them into practice. They're joined by Savannah Wilson, Senior Manager, ESG Regulatory Reporting at The Estee Lauder Companies, and Kenny Green, Sustainability Controller at Booking Holdings, for a grounded look at how two global organizations are building - and stress testing - their sustainability reporting programs. Together, the group examines the real-world work behind managing overlapping frameworks like CSRD, ISSB and California's climate laws - the move from voluntary reporting to data that can stand up to regulatory scrutiny - and what it takes to design processes that can scale across jurisdictions. They also explore the mindset shift required to turn regulatory pressure into smarter systems, shared infrastructure and reporting models that serve more than one purpose. If you're trying to untangle evolving global requirements or looking for practical ways to move your organization from simply complying with to meaningfully operationalizing sustainability reporting, this conversation offers clear perspective - and a path forward.

KPMG professionals Sean Egan and Olga Roberts provide a technical deep-dive into the pivotal outcomes of the NAIC Fall 2025 Meeting and their immediate implications for the insurance industry. As regulators continue their focus on transparency and solvency, this discussion serves as a critical guide for financial reporting professionals navigating the latest statutory accounting shifts.

Get the key insights on the CSRD and ESRS post-Omnibus changes in just minutes. The Bottom Line is a quick summary for when you need to stay informed on the fly.

Late 2025 brought long-awaited clarity to the EU regulatory landscape, empowering companies to move forward with confidence. In this episode of The Sustainability Report, we break down the two landmark updates: the EU agreement on amendments to the Corporate Sustainability Reporting Directive (CSRD) and the newly proposed simplified European Sustainability Reporting Standards (ESRS). Tune in as we explore the strategic implications of these changes, including why it's crucial to re-evaluate your CSRD scoping assessment and how to approach the ESRS simplifications. We also discuss CSRD compliance in the broader context of overall sustainability reporting and strategy journeys. For more information on EU sustainability reporting, visit https://kpmg.com/us/en/frv/reference-library/2025/sustainability-reporting-eu.html