Accelerate and Succeed in Your Finance Transformation Journey - A Case Study with Challenger
Addressing the ‘know how’ behind executing finance transformation. Hear how Challenger, an investment management firm, navigated through challenges , in terms of people, process and technology.
Each transformation journey is unique, but there are common outcomes today's Finance executives are looking for: automation, analytics, data accessibility/usability, and anywhere productivity. Modern technologies are making it possible to reach the goals associated with successful finance transformations.
The webinar will help address the ‘know how’ behind executing finance transformation, from one company’s perspective. Hear how Challenger, an investment management firm, navigated through finance transformation challenges, in terms of people, process and technology, leveraging a Finance reporting cloud platform that is scalable across multi-solutions, including ESG reporting, management reporting, audit and others.
During this webinar, attendees will learn how to:
- Equip finance teams with a technology roadmap to accelerate digital transformation
- Recognize the changes CFOs need to make to meet current market demands
- Overcome the pitfalls and challenges in transforming the finance function
- Align transformation with business objectives and return on investment
In addition, SSON Research & Analytics will share the latest industry finance trends and benchmarks.
About Workiva
Workiva simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent and intuitive platform to connect data, documents and teams. The results: improved efficiency, greater transparency and less risk. For more information, please visit https://www.workiva.com/.
Speakers:
James Spurway
CFO
Challenger
James is the CFO for the Challenger Bank and is responsible for overseeing all things finance including financial control, management & statutory reporting, strategic planning and capital allocation. A key part of his role is to attain operational efficiencies and provide a scalable platform to support the growth of the Bank. Prior to his appointment as CFO for the Bank, James oversaw the Group Finance function as General Manager, Finance. Originally trained as a Chartered Accountant with KPMG, James has spent nearly 20 years in the banking and insurance industries in Australia and the UK with Challenger and HSBC Bank respectively.
James holds a Bachelor of Business from UTS, Sydney and has completed the General Management Program at Harvard Business School. James is also a CFA charter holder and is a member of the Chartered Accountants of Australia and New Zealand.
David Conley
Head of Reporting
Challenger
David joined Challenger in 2007 and has held a number of roles within the Finance team.
After joining as a statutory accountant he soon moved into the Business Performance (FP&A) team where he has held a number of different management roles taking ownership of budgeting and monthly management reporting processes.
David moved into the projects team in 2020 and was a key member in the implementation of a new general ledger system. Following the successful launch of the new General Ledger David took on responsibility for the implementation of Workiva within Challenger Finance.
Narain Viswanathan
Head of Sales, ANZ
Workiva
Narain Viswanathan is a senior IT industry executive and leader based in Sydney, Australia. He is currently the sales leader for Workiva in ANZ working with several local clients on their finance transformation initiatives. His career experience includes key sales and transformation focused roles in companies such as Kofax, Open Text, Deloitte and HP. He has consulted, engaged, delivered and sold to clients in the ANZ and APAC markets in the last 20+ years. In his previous role, he worked with Australia's leading banks, financial services and insurance companies on financial process automation transformation projects.
Naomi Secor
Global Managing Director
SSON
In Collaboration With:
