28 March 2025

Wednesday, May 14 | Navigating the future: Financial services tax and finance transformation trends and opportunities for 2025 (1 pm ET)

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.

Date: Wednesday, May 14, 2025

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

Registration: Register for this event.

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

CPE credit offered: up to 1.2 depending on actual duration. Recommended field of study: Taxes. Learning objective: 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 routine 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 | lynn.fairfax@ey.com and Barbara Kirchheimer | barbara.kirchheimer@ey.com

Learn about and register for EY Tax Webcasts

Register for EY’s Tax News Update so you don’t miss any EY Tax Webcasts: taxnews.ey.com/register

Document ID: 2025-0778