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06 April 2026

Tuesday, May 19 | Navigating the future: What’s next for financial services tax and finance transformation in 2026 (1 pm ET)

Join us for a webcast exploring the key trends shaping financial services organizations’ tax and finance functions in 2026. Our panel of Financial Services Tax leaders will share forward-looking transformation insights across the industry, including banking and capital markets, wealth and asset management, real estate and insurance. The discussion will focus on regulatory-driven demands, building a more agile tax and finance workforce, technology enablement − specifically AI − and preparing for rapid change. In consideration of the dynamically changing financial services environment, this session will help tax and finance leaders navigate complexity, adapt with confidence and position their functions for sustained success.

Date: Tuesday, May 19, 2026

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

  • Steven Balzer, Financial Services Tax Partner, Ernst & Young LLP
  • James Pape, Financial Services Tax Partner, Ernst & Young LLP
  • Arwa Weisbrod, Financial Services Tax Partner, Ernst & Young LLP
  • Mitchell Weiss, Financial Services Tax Partner, Ernst & Young LLP

Moderator

  • Mike Johnson, EY Americas Tax Financial Services Leader

CPE credit offered: up to 1.2 depending on actual 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 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

You can learn about and register for any EY Tax webcast here.

Document ID: 2026-0796

 

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