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Financial services tax and finance transformation trends and opportunities for 2025

In this webcast, EY panelists explore key trends shaping financial services organizations’ tax and finance functions.

Join us for a webcast during which we will explore key trends shaping financial services organizations’ tax and finance functions. Our panel of Financial Services Tax leaders will share strategic transformation insights from across the financial services industry, including banking and capital markets, wealth and asset management, real estate and insurance. The panel will discuss key opportunities across talent strategy, risk management, technology enablement and operating model considerations. The goal of the session is to help you navigate the complexities of today’s rapidly changing financial services environment and position your tax and finance function for lasting success.

Panelists

  • James Pape, Financial Services Tax Partner, Ernst & Young LLP
  • Ethan Schiffman, Financial Services Tax Principal, Ernst & Young LLP
  • Arwa Weisbrod, Financial Services Tax Partner, Ernst & Young LLP
  • Mitchell Weiss, Financial Services Tax Partner, Ernst & Young LLP

Moderator

  • Belinda Pestana, EY Americas Tax Financial Services Leader

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

14

May 2025

Webcast

CPE credits: 1.2

Total duration: 60 minutes:

Time

17:00 - 18:00 your local time

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