Host: Richard Walker, principal, Deloitte Consulting LLP
More financial services industry (FSI) leaders today appear to believe that blockchain is real and can serve as a pragmatic and disruptive solution to business problems. Why are formerly dismissive leaders now seeing the technology’s larger strategic importance? We’ll discuss:
- The emerging standards and solutions that characterize the FSI digital assets and blockchain space.
- How multichain interoperability has become a roadblock to adoption.
- Emerging possibilities based on current initiatives at large FSI firms.
- Regulatory and technical design principles for use in FSI, specifically around assurance, audit, and tax.
Meet the speakers
Richard has been a financial services consulting partner for over 30 years and brings deep industry experience and background in technology strategy and business transformation. He has served in practice and strategic leadership roles, has international experience leading the financial services technology consulting practice in EMEA based in London, and is currently head of blockchain and digital assets solutions for financial services. During his career Richard has worked with financial services executive teams across the globe for some of the largest and most innovative financial services companies. He has been delivering solutions in the blockchain space since 2015, starting with an Ethereum-based bank rewards solution, and leading the expansion of emerging technologies and blockchain solutions to simultaneously transform processes, adopt digital assets and create new growth models. Richard is also the co-dean of the Chief Information Officer Fellows program, is the technology recruiting champion for Cornell Johnson, and continues to support market development of Deloitte's digital and core banking transformation market offering.
Rob Massey has 20 years of professional experience in tax consulting for technology companies including search, SaaS, and gaming with an expertise in blockchain, cryptocurrency, and tokenization. He serves companies throughout the blockchain ecosystem inclusive of miners, specialty chip design and manufacturing, payment processing, wallet hosting, exchanges, exchange-traded funds, hedge funds, tokenization, and protocol development. Rob leads Deloitte’s blockchain efforts in tax for the global firm.
Amy is an Audit & Assurance partner performing audits and serving in the National Office of Deloitte & Touche LLP. She leads Deloitte’s National Office Audit & Assurance Services Group’s revenue subject matter team and Deloitte’s audit initiatives related to the cryptocurrency, digital assets, and blockchain emerging sectors. She co-chairs the AICPA’s Digital Assets task force and serves on the Center for Audit Quality’s Emerging Technologies and Cybersecurity task forces. She is also a member of the AICPA’s Assurance Services Executive Committee (ASEC) and the ASEC’s Strategic Direction Working Group. She performs audits in the technology industry, including the software and blockchain sectors. In her National Office role, Amy is responsible for developing and implementing strategies to enhance quality across the Audit & Assurance business, conducting consultations with practitioners to enact leading practices throughout the global Deloitte network, and leading initiatives to innovate and transform how Deloitte performs audits.