Join us for an exclusive roundtable for Finance and Technology leaders exploring how insurers are de-risking finance modernization and building real-time, audit-ready finance. As insurance organizations grow across products, entities, and regulatory environments, traditional ERP and policy administration systems often struggle to support increasing complexity, reporting demands, and the need for trusted, up-to-date financial insight.

Leading insurers are modernizing finance without replacing core operational systems by introducing interoperable finance architectures that strengthen data integrity, improve visibility across the P&L, and provide greater control over financial reporting.

This Insurance & Specialty Finance roundtable in Hartford, will feature insights by Jason Parsons, Partner at KPMG, will explore how insurers are transforming finance from manual, reactive processes into data-driven operations that support regulatory confidence, scalable growth, and responsible AI adoption. 

Topics include:

  • How insurers are modernizing finance without replacing core ERP or policy administration systems

  • Getting a clear, up-to-date P&L that is auditable, explainable, and trusted

  • What “AI-ready” means in an insurance finance context, and where finance‑grade data truly matters

  • How modern finance architecture improves control, insight, and operational scalability

This exclusive event offers an opportunity for peer discussion, collaboration, and practical takeaways to help future-proof your finance function.

Agenda

6:00 pm: Arrival/Networking & Drinks

6:30 pm: Welcome & Opening Remarks (10 min)

  • Introductions from Aptitude & KPMG

  • We’ll explore why finance functions at insurers struggle to scale, driven by ERP and policy admin complexity, lineage and audit pressures, and rising event‑level data demands, and outline what a modern finance core looks like, including continuous audit‑ready data, faster close without sacrificing control, and the data foundations required for true AI‑readiness.

6:40 pm: KPMG Featured Perspective: Jason Parsons, Partner, KPMG (15–20 min)

  • KPMG-led viewpoint 

  • Open discussion following the remarks

7:00 pm Aptitude Presentations (30–40 min total)

Two short presentations from Aptitude subject matter experts:

Topic 1: Why Insurance Finance Still Breaks at Scale

  • ERP and policy admin limitations as complexity increases

  • Subledger, lineage, and auditability pressures

  • Event-level data requirements for regulatory confidence

Topic 2: What a Modern Finance Core Looks Like for Insurers

  • Continuous, audit-ready data models

  •  Faster close without control compromise

  • AI-readiness vs. finance-grade data reality

Followed by facilitated discussion with KPMG and attendees

7:30 pm: Joint Discussion / Roundtable Dialogue (20–30 min)

  • Where KPMG and Aptitude see modernization opportunities

  • Key challenges facing insurance finance teams (attendees share perspectives)

  • Q&A and interactive discussion

8 pm: Wrap-Up & Next Steps (10 min)

  • Invitation for follow-up conversations and deeper workshops

  • Summary of key takeaways

  • Closing remarks

8:10 pm: Networking / Drinks (informal)

  • Space for deeper one‑off conversations with prospects

  • Open networking and relationship-building

 Secure your place here.