Speaker

Ms. Gomard has over 15 years of experience in financial services.  She is now in charge of coordinating the development of the sustainable finance and climate change service offerings for Mazars Group. Phuong has advised financial institutions in the UK and across Europe on the implementation of prudential regulations and risks standards including on climate […]

Ms. Chen has over 12 years of experience in the financial services sector serving insurance, banking and asset management clients. She has an extensive background in advising clients with the implementation of changes in accounting standards, as well as finance functions and considerations for data and reporting processes. More recently, Amy has worked with clients

Ms. Patchen has over eight years of experience in change management. Rachel’s experience includes managing large-scale business transformation initiatives, including enterprise-wide system implementations and process improvement projects. Rachel has experience in business process reengineering, including organizational impact analysis, process redesign, current state assessments, and technology transformations. Ms. Patchen consults dynamic companies and advises across a

Ms. Meucci has over 30 years of experience in strategy, change management, program leadership and organizational effectiveness. She has a proven track record in helping leaders and teams launch and implement business improvement initiatives that deliver on goals, improve efficiency, and enhance organizational performance. Donna has designed, led and supported transformation and organizational change efforts

Ms. Murphy has over seven years of experience in tax accounting.  She is currently in Crowe’s state and local tax group with a primary focus on providing unclaimed property consulting and compliance services. Kate specializes in multistate unclaimed property compliance, voluntary disclosures, audit defense, risk mitigation, and exposure analysis. Ms. Murphy earned a BS and

Mr. Hoffman has over 20 years of experience in insurance and reinsurance in both public accounting and consulting as well as in multinational corporate finance and operations. Andrew is also the global head of reinsurance operations and finance. Mr. Hoffman is an accomplished finance and reinsurance leader providing expertise in a broad range of topics

Mr. Foley has over 10 years of experience and is responsible for public and private capital raising, mergers and acquisitions, and other investment banking services for the insurance and asset management industry. Mr. Foley rejoined KBW in 2021 following nearly two years at Balyasny Asset Management where he was an equity analyst covering the P&C

Ms. Rausch has more than 15 years of experience in providing comprehensive tax compliance and advisory services to high-net-worth individuals, closely held businesses and their owners, as well as S corporations and partnerships. Prior to joining the firm, Alyssa was an accountant with a regional accounting firm and was responsible for the review of tax

Mr. Victor has over 25 years of experience in reinsurance and technology. Currently, Julien leads the expansion of Duck Creek solutions in the reinsurance space for cedants, reinsurers and reinsurance brokers. He also manages the compliance offering of Duck Creek in the European markets to address Solvency 2 requirements. Julien has successfully developed and implemented

Mr. Ault has over 35 years of public accounting experience. His areas of practice include: automation of use tax determinations, nexus risk minimization, tax base minimization; savings, credit and refund reviews; voluntary disclosures, tax matrices; sales and use tax compliance and process improvement services; tax audit defense, tax protests and penalty waiver requests; managed audits,