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October 4, 2023

Tuesday, November 7 | Realizing the full potential of your tax and finance function: Insights and leading practices for financial services institutions (1 pm ET)

As tax and finance functions face challenging times, firms that embrace the fluidity of change will be well positioned for sustainable growth and developing a competitive edge. Please join our panel of senior Financial Services Tax leaders as they share insights on key banking, insurance, and wealth and asset management gleaned from the 2023 EY Tax and Finance Operations Survey.

With over 60 years of cumulative experience helping many of the world’s largest financial services institutions transform their tax functions, our panel of industry changemakers will highlight leading practices and discuss the challenges many firms face today, tomorrow, and beyond.

The panel will discuss how financial services institutions are elevating their tax operating models to:

  • Empower their people to shape change
  • Utilize technology to improve efficiency and data integrity
  • Future-proof their tax and finance responsibilities

Date: Tuesday, 7 November 2023

Time: 1:00–2:00 p.m. ET New York; 10:00–11:00 a.m. PT Los Angeles

Registration: View archive here.


  • Ethan Schiffman, EY Americas Tax and Finance Operate Banking & Capital Markets Leader; Principal, Ernst & Young LLP
  • Brianne Schoonover, EY Americas Tax and Finance Operate Insurance Leader; Managing Director, Ernst & Young LLP
  • Mitchell Weiss, EY Americas Tax and Finance Operate Wealth and Asset Management/Private Equity Leader; Partner, Ernst & Young LLP
  • Jeff Penn, EY Americas Financial Services Tax and Finance Operate Tax Technology and Transformation Leader; Partner, Ernst & Young LLP


  • Anne Farrar, EY Americas Financial Services Tax Managed Services Leader; Partner, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Taxes. Learning objectives: Describe how organizations are actively augmenting technical competencies with process, data and technology skills; identify current legislative and regulatory trends; discuss the latest leading tax data and technology practices; assess how businesses are transforming their tax and finance functions to strike the right balance between performing routing activities and making more complex contributions. This intermediate level, group internet-based course has no prerequisites or advanced preparation. Final CPE award to be based on content, polling and length of participation. See CPE FAQ for more information.

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

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