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AFP 2021 | Creating an Agile Finance Team at Swiss Re



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Credits: CTP/CCM: 1.5 | FPAC: 1.5

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Finance teams will need to reinvent the services they deliver and how they are delivered in order to help organizations make quick and informed decisions. Swiss Re took on the challenge of transforming their finance team from a traditional hierarchal structure to one that is more dynamic. They began by creating a clear culture/vision, dividing work across global centers, adjusting staffing to get the right resource, reducing non-value add activities, and turned the organizational chart on its side (literally). Get an inside view of Swiss Re’s successes and failures through this transformation and their outlook on sustaining a transformative finance team into the future.

This session was originally delivered live at AFP 2021 and the recording is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP/CCM and/or FPAC credits. If you attended this session at AFP 2021 you cannot also claim credits for viewing this recording.

Quiz and Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records.



Speakers

  • Craig Stevens
    Head of US L&H Reporting
    Swiss Re
  • Gaileon Thompson, CTP, FPAC
    Sr. VP, Head of Finance for Consumer & Small Business Operations
    Wells Fargo & Company