Trends in Financial Reporting: People, Technology & Process

Discover why automation is so important to employee satisfaction and retention, and also why it’s essential to data integrity

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This FREE webinar was recorded on:
27 October, 2022
11:00 AM - 12:00 PM EST

An unprecedented mass exit from the workforce has been spurred on by recent events, causing what we've dubbed the Great Resignation. These global followings can upend the relationship between workers, creating the organizational change you didn't want or expect.

In this webinar, we'll share how you can keep things moving with the power to collaborate from different locations, conduct version reviews, and how automate updates in seconds. Tell your company story, your way, on your timeline, and keep the loyalty your organization wants and deserves.

During this session, attendees will learn how to: 

  • Identify how the Great Resignation will impact employees and financial leaders in the future 
  • Discover how automation can improve your financial reporting process 
  • Leverage technology to mitigate risk of human error and help your private company grow 
  • Find where to start with regards to evaluating and implementing technology 

Speakers:

Pete Marzullo
Vice President of Solutions, Multi-Entity Reporting
Workiva

Pete Marzullo is the Vice President of Solution for Multi-Entity Reporting at Workiva where he is responsible for the commercial success of the Global Statutory Reporting solution. He has 19 years of experience in the tax and accounting market working in public accounting, industry, and tax technology. Prior to joining Workiva, Pete was at Thomson Reuters where he held multiple product leadership roles, including Vice President of Product Management for the ONESOURCE Platform. Throughout his career, Pete has led global commercial launches, positioned platform-based solutions for corporate clients and accounting firms, established partner programs to scale delivery, and designed and built solutions to enter new markets.He has always been close to the customer leading various product steering committees, advisory boards, and has been a frequent speaker at the Tax Executive Institute. He is a CPA (Inactive) and is a member of the AICPA. Pete lives in the Philadelphia area with his wife (Thao) and daughter (Amelie).

Sonali Aggarwal
Director of Product Marketing
Workiva

Sonali is Director of Product Marketing at Workiva, focused on Multi-Entity Reporting. She has numerous years of experience within the financial services, payments and fintech industries having previously held product management and marketing leadership roles at American Express, Mastercard, and Citigroup. Her experience includes successfully creating and delivering strong value propositions, go-to-market strategies, product launches, and marketing strategy to drive revenue and scale growth.

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