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Join us for an exclusive roundtable for Finance and Technology leaders focused on how insurers are de‑risking finance modernization and moving toward real‑time, audit‑ready finance. As insurance organizations scale across products, entities, and regulatory requirements, traditional ERP and policy administration systems often struggle to support increasing complexity and timely, trustworthy financial insight.
This session, featuring insights from Jason Parsons, Partner at KPMG, will explore how insurers are modernizing finance without replacing core operational systems by adopting interoperable finance architectures that strengthen data integrity, improve P&L visibility, enhance control, and lay the foundation for responsible AI adoption.
Discussion topics include:
Modernizing finance without full ERP or policy admin replacement
Achieving an up‑to‑date, auditable, explainable P&L
What “AI‑ready” really means in insurance finance
How modern finance architecture improves control, insight, and scalability
This is a focused opportunity for peer exchange, practical takeaways, and strategic clarity on how to future‑proof the finance function.
Agenda
6:00 pm: Arrival/Networking & Drinks
6:30 pm: Welcome & Opening Remarks
Introductions from Aptitude & KPMG and context on why insurance finance struggles to scale, driven by ERP complexity, audit pressures, and event‑level data demands.
6:40 pm: KPMG Featured Perspective
Insight from Jason Parsons, Partner, KPMG, followed by open discussion.
7:00 pm Aptitude Presentations
Why Insurance Finance Breaks at Scale
ERP/policy admin limitations
Lineage & auditability pressures
Event‑level data requirements
What a Modern Finance Core Looks Like
Continuous, audit‑ready data
Faster close without losing control
AI‑readiness built on finance‑grade data
Followed by group discussion with KPMG.
7:30 pm: Roundtable Dialogue
Shared challenges, modernization opportunities, Q&A.
8 pm: Wrap-Up
Key takeaways, next steps, and follow‑up opportunities.
8:10 pm: Networking / Drinks
Open conversation and relationship building.
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