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Reimagine Insurance Financial Reporting: How to Centralize Data and Automate Workflows
December 3, 2025 @ 2:00 pm – 3:00 pm EST
About this Event:
Year-end filing deadlines are fast approaching, and insurance finance teams are developing their game plan to meet internal deadlines and deliver accurate reports on-time. But the reality is challenging: 47% of finance professionals cite over-reliance on spreadsheets as their top frustration. This leaves teams stuck in manual reconciliation, hunting for data across siloed systems, chasing down rounding differences, and working nights and weekends to meet deadlines.
Join Workiva and FTI Consulting on December 3 to discover how leading insurers are breaking the manual reporting cycle. In this webinar, you’ll find out how your finance team can transform reporting from a stressful scramble into a streamlined advantage.
In this session, you’ll learn how to:
- Identify methods to centralize structured and unstructured data from the general ledger, key subledgers (investments, reinsurance, actuarial, policy/claims, etc.), and Excel spreadsheets into a single governed environment
- Analyze techniques to link source data across deliverables so that when source data changes, outputs automatically update across 10-K, statutory filings, NAIC schedules, board presentations, and internal reports
- Evaluate automation workflows tailored to insurance finance processes, including roll forwards, tie outs, and GAAP-to-statutory reconciliations
Whether you’re preparing for NAIC or SEC filings, or year-end board reporting, this webinar will show you how to reclaim your weekends and redirect your team’s focus from manual work to strategic analysis that drives business value.
Workiva offers one complimentary CPE credit for this session.
