Finance - Virtual Roundtable

Addition Through Subtraction: Driving Firm Growth Through Simplification

25th October 2021 | 11:00am - 12:30pm CT | 5:00pm - 6:30pm BST
How to flip the story on process improvement toward growth and expansion.

A Meet the Boss virtual roundtable in partnership with Workiva

As financial firms look to adopt new tools and technologies, many employees are reluctant to adapt to change. In a recent Workiva survey, 76% of financial reporting teams rely heavily on traditional spreadsheets to deliver financial reporting and disclosures, however there’s a growing movement to augment or replace these tools.

With hybrid work arrangements and an increase in digital collaboration, these tools that used to help CFOs collaborate on fund financial statements and other reporting also pose a threat – lack of control and trust in data.

Join Workiva and a select group of finance leaders to discuss how to crack the code on collaboration and explore ways to balance flexibility and control across teams and documents at your firm.

Discussion Topics

How can you balance the need of transparency and control within an organization?
How can you alleviate fund financial statement process challenges?
How do you responsibly drive organizational change and growth?

Your Host

Thought Leader
Arthy Kumar Director of Product Marketing and Financial Services Industry Principal, Workiva
Arthy Kumar is the Director of Product Marketing and Financial Services Industry Principal at Workiva. She… Find out more
Related events

Previous Attendees

Fernando Machado
Activision Blizzard
Jennifer Christie
Naveed Tariq
Vice President, Corporate Strategy & Group Innovation Operations,
John Pillar
Line De Decker
Chief Transformation Officer,

About Workiva

We simplify complex work. Radically transform the way work happens across your organization. Workiva brings together everything you need—teammates, datasets, and data sources—so you can work better wherever you are, whatever you’re doing. Automate what’s slowing you down. Focus on… Find out more
Find out more

How Roundtables Work

A Meet the Boss Digital Roundtable is an independently moderated, thought-leading conversation about hot business-related topics. Conducted using bespoke video conferencing technology, each Roundtable gives execs the opportunity to connect with a select group of like-minded leaders without the need… Find out more
Find out more

15+ Years of expertise

We host over 1000 virtual events a year with 100,000’s executives globally – all focused on helping industry leaders and disruptors solve these three key challenges, ensuring relevant discussions that connect with outcomes.


How we help

Delivering against your objectives


Gain insight and best practice. Learn from proven peer-to-peer examples


Accelerate your understanding and adoption of new and emerging technologies that make the difference


Achieve priority business outcomes more effectively and efficiently - Win in the boardroom

Frequently Asked Questions

Why Meet the Boss?


Access to industry leading like-minded executives tackling similar initiatives


Collaborate and network to gain expertise and experience on how to best act and succeed


In-depth face time with the world's leading tech companies pushing the boundaries to solve your challenges

Register to attend