Realizing the full potential of your tax and finance function

As tax and finance functions face challenging times, firms that embrace the fluidity of change will be well positioned for sustainable growth and developing a competitive edge. Please join our panel of senior Financial Services Tax leaders as they share insights on key banking, insurance, and wealth and asset management gleaned from the 2023 EY Tax and Finance Operations Survey.

With over 60 years of cumulative experience helping many of the world’s largest financial services institutions transform their tax functions, our panel of industry changemakers will highlight leading practices and discuss the challenges many firms face today, tomorrow, and beyond.

The panel will discuss how financial services institutions are elevating their tax operating models to:

• Empower their people to shape change
• Utilize technology to improve efficiency and data integrity
• Future-proof their tax and finance responsibilities

Panelists

Ethan Schiffman, EY Americas Tax and Finance Operate Banking & Capital Markets Leader; Principal, Ernst & Young LLP

Brianne Schoonover, EY Americas Tax and Finance Operate Insurance Leader; Managing Director, Ernst & Young LLP

Mitchell Weiss, EY Americas Tax and Finance Operate Wealth and Asset Management/Private Equity Leader; Partner, Ernst & Young LLP

Jeff Penn, EY Americas Financial Services Tax and Finance Operate Tax Technology and Transformation Leader; Partner, Ernst & Young LLP

Moderator

Anne Farrar, EY Americas Financial Services Tax Managed Services Leader; Partner, Ernst & Young LLP