Wednesday, April 20, 2022
03:00 PM BST | 10:00 AM EDT

Intelligence in Connected Planning and Accurate Forecasts

The Finance Modernization Series

In Partnership With

Why Attend?

Forecasts and plans are required continuously to manage business objectives and market uncertainty. Many financial institutions struggle to provide rolling forecasting due to inaccurate data, inflexible models or applications, incomplete scenario support, and lack of integration. Now more than ever, FP&A teams must deliver higher-value work, require deeper insight into business drivers and trends, forecast multiple scenarios under adverse conditions, and generate predictive insights to easily adjust plans and forecasts.

Join us to hear from peers and practitioners in financial services discussing the latest trends and technologies for continuous, connected financial planning and forecasting.

The Key Take-Aways

Trends and challenges with the future of modelling and planning

How to increase accuracy and time-to-value with automation

Strategies on predictive analytics insight to drive impactful decisions

And many more...

The Webinar Panel

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Craig Repetto, Head of Strategic Planning and Forecasting | MASSMUTUAL

HIGHLY ACCOMPLISHED FINANCIAL EXECUTIVE with expertise in both steering and enhancing the Finance/Accounting departments while providing direct support to Chief Financial Officers, Chief Accounting Officers, Chief Risk & Surveillance Officers, and other C-suite functions; Efficiently solves complex business and valuation problems, delivering transformative solutions, and creating effective business analytics; Innovative top performer who develops and creates high performing teams that deliver timely results

🔹 MODELING & VALUATION: Overseeing actuarial, valuation teams and their activities spanning loss mitigation, financing, and investment strategies, loss reserves, economic capital models, discounted cash flow models, M&A, and various other ad hoc requests related to strategic initiatives.

🔹 OPERATIONAL EFFICIENCY: Leading finance and accounting teams in streamlining the accounting close by optimizing processes through redesign and technology enablement – encompassing the creation of new planning, investment, and mark to market systems / dashboards, ERP design and ERP implementation. Includes reducing redundancies, defining roles, creating timelines and building the corporate structure.

🔹 U.S. GAAP & FINANCIAL REPORTING: Presenting / reporting U.S. GAAP, U.K. GAAP and Statutory results to C-Suite and Board of Directors (BOD). Navigating complex SEC and regulatory reporting requirements, implementation of new accounting pronouncements, and directing the accounting close process – including internal and external audits.

🔹 FINANCIAL PLANNING AND ANALYSIS: Forecasting and analyzing loss reserves on a $10B below investment grade portfolio. Developing KPIs and reporting packages highlighting trends related to financial data and operating performance. Presenting performance versus forecasted results to BOD and C-suite. Developing new management dashboard analytic tools used to review changes in investments, cash flows, reserves etc.; Creating and managing annual operating expense budgets and expense metrics packages; Directing business plan, budget, and forecasting processes for various lines of business, locations, and legal entities – including consolidated annual operating, capital and strategic plans.

Milind Karnik, Head of FP&A | IDB BANK

Vinodh Kishna, Financial Services Industry Solution Consulting Lead | ORACLE FINANCIAL SERVICES

Vinodh is Financial Services Industry Solution Consulting Lead at Oracle for JAPAC, with focus on Financial Performance and Risk domains. His responsibilities include developing and delivering the strategy and solutions focus for the banking performance management, capital markets and banking risk domains across the region. Vinodh works closely with industry-leading clients and strategic partners across JAPAC to help drive business transformation through data-driven innovation, adapt to evolving customer expectations and fast-moving market + regulatory changes. Vinodh is pivotal to client engagements that span Oracle Financial Services Analytical Applications & Oracle Enterprise Performance Management Cloud Service, solution engineering business transformation programs.

Prior to joining Oracle, Vinodh was with multiple Tier-1 Financial services companies. Vinodh has been engaged with many bank transformations across the region largely in finance, risk & treasury, with clients in Australia, Japan, Singapore, India, Thailand, Philippines, Malaysia and other JAPAC countries. Vinodh played a key role contributing to the Development & Solutioning of the Oracle ‘s Banking Reference Architecture covering Finance, Risk, Performance & Compliance. The architecture has delivered significant value to many clients in JAPAC and has delivered on the goal of ‘Alignment of Finance & Treasury, Risk & Performance Management Strategies’.

Vinodh is a regular participant in various thought leadership activities within Oracle and customer engagements. He heads the AI adaption and strategic AI projects for the OFSAA stack of products. Currently focused and working on embedding AI as part of Finance and Risk applications to provide differentiated and value added experience for users.

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This Webinar is in Partnership with

ORACLE FINANCIAL SERVICES

Oracle's Finance Modernization for Banking solution empowers the Office of the CFO with a modern, unified solution for accounting, performance, risk, and compliance. Kick-start your finance transformation with Oracle.

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