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Navigating the future: financial services tax and finance transformation in 2026

Join us for a webcast exploring the key trends shaping financial services organizations’ tax and finance functions in 2026. Our panel of Financial Services Tax leaders will share forward‑looking transformation insights across the industry, including banking and capital markets, wealth and asset management, real estate and insurance. The discussion will focus on regulatory-driven demands, building a more agile tax and finance workforce, technology enablement − specifically AI − and preparing for rapid change. In consideration of the dynamically changing financial services environment, this session will help tax and finance leaders navigate complexity, adapt with confidence and position their functions for sustained success.

Panelists

  • Steven Balzer, Financial Services Tax Partner, Ernst & Young LLP
  • James Pape, Financial Services Tax Partner, Ernst & Young LLP
  • Arwa Weisbrod, Financial Services Tax Partner, Ernst & Young LLP
  • Mitchell Weiss, Financial Services Tax Partner, Ernst & Young LLP

Moderator

  • Mike Johnson, EY Americas Tax Financial Services Leader

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

Webcast

CPE credits: 1.2

Field of Study: Taxes

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