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 is a Deloitte Consulting LLP principal with deep industry experience and background in technology strategy and business transformation. He has served in multiple strategic leadership roles and has international experience leading the Financial Services Technology Consulting practice for the Europe/Middle East/Africa (EMEA) region. During his career, he has worked with executive teams across the globe for some of the largest and most innovative financial services companies. 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 leads Deloitte’s blockchain efforts in tax for the global firm. He has 20 years of professional experience in tax consulting for technology companies, with expertise in blockchain, cryptocurrency, and tokenization. Massey serves companies throughout the blockchain ecosystem, including miners, specialty chip design and manufacturing, payment processing, wallet hosting, exchanges, ETFs, hedge funds, tokenization, and protocol development. Connect with him on LinkedIn at www.linkedin.com/in/rob-massey-7571b7b/.
Mike is a managing director in Deloitte & Touche LLP’s Energy Regulatory and Operations Risk practice and has more than 30 years of experience working with large commercial, regulated, and non-regulated entities in the areas of risk and regulatory compliance, blockchain, credit, and physically traded and brokered instruments. He has led a variety of projects including blockchain strategy and development opportunities, energy trade and commodity trading risk management integrations, clean team pre-acquisition projects, swap data reporting systems, trade surveillance assessments, and credit program assessments. Mike also represents Deloitte on the CFTC’s Energy and Environmental Markets Advisory Committee.
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 task force. 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.