Main Session – High Performance Idea Exchange
Julia Hernandez, Executive Vice President, The CorePoint
The High Performance Idea Exchange provides Chief Financial Officers with a unique opportunity to discover best practices and to learn from the bankers who are implementing these ideas. Attendees will share their innovative thoughts and ideas in a roundtable format…
Main Session – From Manual Close to Strategic Insight: Automating the Tax Function for Bank CFOs
Brad Collins, Principal, National Leader of the Center for Advanced Tax Technology, RSM US LLP
Bank CFOs are under pressure to accelerate the close, improve reporting quality, manage regulatory complexity, and do more with limited finance and tax resources. This session will explore practical ways financial institutions can modernize the tax function through automation, better data governance, workflow design, dashboards, and AI-enabled tools. Participants will discuss …
More topics coming soon …