Summary

Want to drive financial transformation through connected, extended (xP&A), and AI-enhanced planning? Join us for an insightful session designed for Financial Services leaders aiming to embrace smarter and more agile financial management with the latest financial planning technologies.

Rethink how your organisation plans, predicts, and adapts. Join CCH® Tagetik, Vuealta Consulting, and fellow finance peers as we explore pressing challenges, and share practical advice and transformation strategies on how to position your organisation for success in 2025.

Highlights include:
• Insights into challenges: Address complexities such as managing data across multiple legacy platforms, and ensuring agility and resilience in today’s market conditions.
• AI in action: Learn how AI and predictive capabilities can elevate productivity, accuracy, and decision-making in financial planning
• Technology showcase: Explore CCH Tagetik’s advanced dashboards and key features, including a Gen AI use case
• Q&A

Speakers:
– Mark Christou, Financial Services Strategic Account Director – CCH Tagetik – Northern Europe, Wolters Kluwer
– Kevin McCarthy, Head of Solution Consulting Centre of Excellence, CCH Tagetik – Northern Europe, Wolters Kluwer
– Nigel Gale, Partner, Vuealta Consulting
– Stefan Gradin, Director (FSI), Vuealta Consulting

Agenda

Wednesday 2nd April 2025
10amWelcome and Introductions
10:10amChallenges discussion with Nigel / Mark
10:25amOrganisation responding affectively - Nigel / Mark
10:40amDemonstration – Kevin / Stefan
11amEvent closes
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