CFO Roundtable | Powered by EY & CCH Tagetik Theme: The CFO Roundtable : Building Scalable, Compliant, and Connected BFSI Enterprises

Date

16th December 2025

Time

3:00 PM – 5:30 PM

Location

EY Office, Mumbai

The BFSI landscape is increasingly complex and regulated. Join EY and Tagetik for an exclusive roundtable in Mumbai for CFOs and senior finance leaders to explore how Enterprise Performance Management and modern technologies enable compliant scale, streamline consolidation and disclosures, and strengthen regulatory reporting. This session is designed to provoke strategic thinking on finance transformation and practical ways to emerge stronger alongside new‑age tech.

Key Takeaways

Practical approaches to scale in regulated markets using EPM and advanced technologies
How to streamline consolidation, disclosures, and regulatory reporting while maintaining controls
Lessons on integrating new tech with legacy systems and governance frameworks
Actionable steps CFOs can take to drive finance transformation and regulatory readiness
Banking and Insurance success stories overview and showcase demonstrating measurable outcomes and lessons learned

Who Should Attend

  • CFOs
  • Heads of Finance
  • Finance Transformation leaders from BFSI organisations

Seats are limited. Please confirm your participation

We look forward to your perspective and to shaping a practical roadmap for BFSI finance transformation.

Agenda

1
3:00 - 3:30 PM   Registration & networking
2
3:30 - 3:40 PM   Welcome note EY & Tagetik
3
3:40 – 4:10 PM   Keynote Strategic priorities for scaling in regulated markets
4
4:10 – 4:40 PM   Sector Panel EPM for consolidation, disclosures, and regulatory reporting
5
4:40 – 5:10 PM   Case Clinic Real implementations: challenges, controls, outcomes
6
5:10 – 5:40 PM   Roundtable Discussion Practical transformation pathways for CFOs
7
5:40 – 6:00 PM  Closing remarks

Register Your Interest