Navigating Regulatory Change, Efficiency, and AI‑Enabled Finance in Financial Services
Join ADEPT Advisory for a hands-on financial services industry workshop.
Financial services finance teams are under increasing pressure to respond to regulatory change while simultaneously improving efficiency, reducing cost, and modernising technology landscapes.
This workshop brings together leaders from the financial services sector for a practical, discussion‑led session exploring how organisations are adapting to these challenges - and where technology can create tangible value.
In the session, we’ll explore:
- How financial services organisations are preparing for IFRS 18 and evolving regulatory expectations
- Practical opportunities to improve operational efficiency, reduce manual workarounds, and eliminate technical debt
- How responsibly applied AI can transform reporting, decision‑making and operational performance in financial services
- The value of connecting finance with tax, risk, and governance on a single, governed platform
The workshop will combine regulatory context, real‑world use cases, and open discussion, offering a forum for peer exchange on shared challenges - and solutions - across the banking and insurance sectors.
Please see below for the full agenda and guest speaker information.
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Hosts & Guest Speakers
Nic Quinn
Engagement Professional - Business Performance & Technology (ADEPT Advisory)
Victoria Hulley
Director - Tax Transformation (ADEPTAdvisory)
Brett Bodill
Practice Director, Business Performance (ADEPT Advisory)
Agenda
Welcome
Opening Session
Main Room
Setting the Scene
- Welcome and introductions
- Key pressures facing finance teams across banking and insurance
- Framing the agenda: regulation, efficiency, and technology as connected challenges
Session 1
Regulatory & Compliance
Main Room
Regulatory Change, IFRS 18 and What It Means in Practice for FSI Finance Teams
- Overview of IFRS 18 and implications for management performance measures
- The role of unified finance platforms in supporting IFRS 18 alongside evolving management reporting requirements
- Moving beyond compliance: impacts on reporting, planning, and decision‑making
- A forward‑looking view: using sandbox environments to model regulatory change
- Lessons learned from previous regulatory shifts and how adaptable platforms help future‑proof finance
- Addressing the operational impact of regulatory change by reducing manual workarounds and spreadsheet dependency
- How modern finance platforms support reconfiguration, standardisation and stronger controls as reporting requirements evolve
- Where automation and streamlined processes can help finance teams respond more efficiently to ongoing regulatory demands
Discussion focus:
How are organisations starting to plan for IFRS 18 alongside existing reporting demands?
Session 2
AI Enablement
Main Room
AI & Technology Enablement: Applying AI in a Controlled, Explainable Way
- Early signals of how AI is transforming finance in regulated environments
- How AI could reshape consolidation, reporting, planning, and decision‑making
- Applying AI responsibly: governance, explainability, and maintaining trust in regulated environments
- What finance teams need in place (data, architecture, processes) to scale AI successfully
- Where AI is already being used in finance and regulatory reporting
- Integration considerations, including SAP‑centric technology landscapes
Discussion focus:
Where is the biggest opportunity for AI in the organisation, and what is holding adoption back today?
What does “responsible AI” look like in a regulated financial services environment?
Session 3
17:15 - 17:40
Governance & Risk
Cross‑Functional Value: Connecting Finance, Tax, Governance, and Risk
- Integrating tax and finance to respond to evolving regulation
- Examples from recent regional legislative changes (e.g. Southern Africa)
- The role of unified finance platforms in supporting IT governance, risk frameworks, and cross‑functional collaboration
- The growing importance of ESG reporting and sustainability in the context of evolving regulatory and reporting expectations
Discussion focus:
How can finance systems better support cross‑functional needs without adding complexity?
Closing & Peer Discussion
Networking Reception
Saxon Bar
Closing Roundtable + Networking Drinks Reception
- Open discussion and reflections from the group
- Informal networking and drinks reception (light bites and refreshments served)
