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Navigating the future: financial services tax and finance transformation in 2026
May 19 @ 1:00 pm – 2:00 pm EDT
Join us for a webcast exploring the key trends shaping financial services organizations’ tax and finance functions in 2026. Our panel of Financial Services Tax leaders will share forward‑looking transformation insights across the industry, including banking and capital markets, wealth and asset management, real estate and insurance. The discussion will focus on regulatory-driven demands, building a more agile tax and finance workforce, technology enablement − specifically AI − and preparing for rapid change. In consideration of the dynamically changing financial services environment, this session will help tax and finance leaders navigate complexity, adapt with confidence and position their functions for sustained success.
Panelists
- Steven Balzer, Financial Services Tax Partner, Ernst & Young LLP
- James Pape, Financial Services Tax Partner, Ernst & Young LLP
- Arwa Weisbrod, Financial Services Tax Partner, Ernst & Young LLP
- Mitchell Weiss, Financial Services Tax Partner, Ernst & Young LLP
Moderator
- Mike Johnson, EY Americas Tax Financial Services Leader
EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax
CPE Information (for live events only)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.
Complaint Policy: For complaints or concerns, please submit an inquiry here.
Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.
Ernst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
