Digitising the finance function for FSI - The next phase of transformation for CFO's in financial services

Presented by:

  • Virtual
  • Free to attend

Why attend?

The role of the finance leader is undergoing a fundamental shift. Traditionally tasked with keeping an eye on financial records, overseeing past business performance, and ensuring that tactical, repetitive practices like the financial close are completed satisfactorily, the CFO is now becoming a strategic business partner. Increasingly, finance leaders are the CEO’s go-to for strategic intelligence about the future.

Digital tools are essential to the CFO’s success in this new, forward-looking role. The right data can provide insight on operational issues like streamlining costs and improving processes – but it can also shed light on evolving customer expectations, the competitive landscape, and unpredictable market upsets. For CFO's in the financial services industry, this level of knowledge is invaluable.

But major challenges remain. Data silos, inconsistency and lack of standards are yet to be overcome; the integration of finance data with internal operational, HR or client data is a major stumbling block.

Join Tech Monitor, in partnership with Sage, to hear strategies for finance and technology leaders as they continue to drive data-led transformation within their businesses. We will explore the changing role of the finance leader, and what is still needed for CFO's and their counterparts to meet business needs both today and in the future.

Agenda

Speakers

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Ben Collins
Senior Director of Industry Marketing, Sage Intacct

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS provider of collaboration tools for the financial services industry, where he spent 10 years leading the Product Marketing team for the Company’s largest business unit. He has a breadth of experience in the financial services sector, as he spent the first half of his career in investment banking, where he advised on M&A and capital raising transactions to companies in the technology space.

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Katie Wade
CFO, AEGIS London

Katie is the Chief Financial Officer of AEGIS London, she joined in May 2020

Katie joined from the specialist motor insurer and Syndicate, ERS, where she was the CFO since 2013, being part of the management team responsible for the transformation under Aquiline’s private equity ownership

Prior to ERS Katie held positions as CFO for Aspen Insurance UK Limited and Aspen Managing Agency Limited (the UK entities of the Aspen Group) and previously as CFO for ACE Tempest Re (now part of Chubb), as well as various positions within the audit profession including with PwC

Katie Wade is a Director of Atlas Corp.

Katie is a fellow of the Institute of Chartered Accountants of England and Wales and a Liveryman of the Worshipful Company of Insurers.

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Sam Hunt
Head of Finance, LOQBOX

Sam started his career in Grant Thornton's Financial Services Group where he worked in the audit team and qualified as a chartered accountant. Once qualified, he started working with clients in the fintech and financial inclusion industries, realising the difference these organisations can have in society. This eventually led him to join LOQBOX as their Head of Finance in 2018. He has grown the finance function to support the Group across the UK and US markets that LOQBOX currently operates in.

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