Facilitated by 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 common friction points in provision, compliance, reporting, controls, and stakeholder transparency, and will leave with a pragmatic roadmap for identifying high-value automation opportunities that can improve efficiency, reduce manual effort, and create a more reliable source of tax and finance insight.