The FSI Leaders’ Virtual Roundtable

An exclusive online discussion for IT, finance and procurement executives in the financial services sector in the United States

Hosted by Coupa Software & KPMG LLP, The FSI Leaders’ Virtual Roundtable offered an intimate online forum for IT, Finance, and Procurement executives from prominent firms in the United States.

Our discussions are very much inclusive and involve all the wealth of experience from senior peers.

Leading in the New Reality: Financial Services Procurement Teams

As financial services confront the challenges of today’s global economy and make significant changes to their working environment, they need to successfully manage risk and compliance mandates across regions while controlling cost. Now more than ever, they need to identify third-party risks to reduce fraud and meet regulatory requirements. 

Thriving in the ‘new normal’ will depend on leveraging digital initiatives and alternate solutions for inefficient paper invoicing and other manual, low-value transactional processes. Investing in digital technology can also enhance our ability to gain global spend visibility and control. With the rise in PPE scams and third-party data breaches, procurement and risk managers are being called into action to lead and navigate organizations during this difficult time. 

  • How can procurement and finance leaders optimise technological investments to protect themselves against third-party risk, improve back-office operations, and control spend globally?
  • How can financial services navigate the pandemic’s economic impact, while positioning themselves for new opportunities as economies begin to rebound?

3:20 pm  Log in of the guests
3:30 pm  Welcome by The Ortus Club and short address from Coupa & KPMG
3:40 pm  Discussion instigated by the moderator and continued by the group
4:30 pm  Discussion brought to a close

Coupa Software Inc. makes buying at work feel as easy as online shopping from your home. The Coupa Core Values focus on ensuring customer success, investment in results, and striving for excellence. Fueled by the higher purpose of business value, Coupa is transforming the way businesses manage their spending. They have partnered with the Business Spend Management Community (BSM) and are committed to innovating hundreds of new capabilities, ultimately setting the pace for industry-transformation and pushing other businesses to deliver real measurable value.

KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative (“KPMG International”). KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. We operate in 147 countries and territories and have 219,000 people working in member firms around the world.

Tuesday, November 17, 2020

3:30 PM ET

Attended by:

Co-Chair, AVP and Manager at Fifth Third Bank
Sr. Managing Director at Charles Schwab
Managing Director and Head at Charles Schwab
Head  of Corporate Finance at Standard Chartered
Head of Global Procurement Enablement at Bloomberg
Head and Director of IT Sourcing at MUFG-Union Bank
Sr. Director at Santander
VP of Voice & Data Services at Global Payments
VP and Finance Manager at Union Bank
VP and Financial Advisor at Merrill Lynch
Manager of Global Vendor Risk at Bloomberg

Martie BautistaThe FSI Leaders’ Roundtable