Dbriefs
29 Oct.

Unlocking value in investment management via Finance and HR integration

Investment Management

Tuesday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will discover various technology-enabled strategies for enhancing both financial planning and workforce planning and improving resource utilization in the IM sector.

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Key takeaways

Host: Dave Zager, principal, Deloitte Consulting LLP

Presenters
Jim Gahagan, senior industry director, financial services solution marketing, Workday
Anthony DeAngelis, principal, Deloitte Consulting LLP
Anurag Dhingra, senior manager, Deloitte Consulting LLP

1.0 Overview CPE credit | Specialized Knowledge

Do you think about the importance of cross-functional coordination between financial management and human resources teams in the investment management (IM) sector? Wonder how data-sharing between Finance and HR, including combined analytics and reporting and opportunities for AI and automation, can lead to greater efficiency and cost-effectiveness in critical areas such as contingent workforce management, incentive compensation planning, and overall budgeting and forecasting? We’ll discuss:

  • The major points of handoff between Finance and HR
  • Opportunities for enhanced reporting and analytics
  • Practical strategies for tax-efficient, cost-effective resource planning

Meet the speakers

Anthony DeAngelis

Anthony DeAngelis

Principal - Consulting | Deloitte

Anthony serves as the Lead Consulting Partner for select global investment managers and remains the executing partner for our most complex global finance transformation initiatives in Investment Management. Anthony is also the Investment Management and Real Estate Sector Lead for Finance Transformation. In his past roles, Anthony has built investment management, Finance specific solutions and eminence for advanced analytics and cloud enablement including Deloitte’s approach for profitability analytics in investment management.

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Tuesday, 29 Oct 2024 02:00 p.m. ET
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